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CRM Software with Billing & Invoicing
Last updated: January 2025
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Key Features of CRM Software
Based on GetApp's analysis of 10831 verified reviews collected between July, 2021 and August, 2024
- Contact Management: Reviewers appreciate gathering all contact information in one place, enabling detailed reporting, analysis, and easy customization for strategic planning and follow-ups. 93% of reviewers rated this feature as important or highly important.
- Sales Pipeline Management: Users highlight the visual representation, customizable stages, and detailed tracking of deals, which aid in forecasting, prioritizing efforts, and improving sales efficiency. 89% of reviewers rated this feature as important or highly important.
- Lead Management: Reviewers value the ability to prioritize, score, and track leads, enhancing personalized communication and improving conversion rates through automated follow-ups and comprehensive interaction tracking. 89% of reviewers rated this feature as important or highly important.
- Reporting/Analytics: Users find the customizable reports and dashboards essential for tracking KPIs, analyzing trends, and making data-driven decisions to optimize sales and marketing strategies. 86% of reviewers rated this feature as important or highly important.
- Lead Capture: Reviewers note the importance of capturing leads from various sources, ensuring no opportunities are missed, and automating follow-up activities to streamline the sales process. 85% of reviewers rated this feature as important or highly important.
- Task Management: Users emphasize the ability to organize, assign, and track tasks, enhancing collaboration, productivity, and timely follow-ups, ensuring efficient project management. 85% of reviewers rated this feature as important or highly important.
268 software options
Sponsored
Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.
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Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom.
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Bigin is a pipeline-centric customer relationship management software designed to help small businesses manage sales pipelines, schedule follow-ups, and update customer records.
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NetSuite provides organizations with an integrated system helps them run their business. More than 41,000 organizations around the world use NetSuite to more easily grow and adapt to change.
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Users also considered
InfoFlo software is the most intuitive CRM software on the market. It's perfect for managing customer relationships. With InfoFlo you can now manage all emails, documents, tasks, invoices, sales/opportunities, tasks, calendar events in one simple to use interface
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HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication. Start a 7 day free trial today.
Get started with a 7 day free trial today.
Get started with a 7 day free trial today.
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Ranked #1, Clio is the leading law practice management software used by over 150,000 lawyers and with the most 5-star reviews. The only legal software with 1,500+ reviews on Capterra.
Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere
Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere
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Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business needs such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting are met through this all-in-one software solution designed for every company, regardless of size and budget
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ClickUp is a fundamentally new way to work - bringing separate apps like tasks, docs, spreadsheets, goal tracking, resources, and even an inbox, together in one place. It's the convergence of the best productivity and collaboration apps. Finally, there's one app to replace them all.
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Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.
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Marketing 360 is trusted by over 20,000 small businesses. Business owners use our business growth platform because the technology gives them everything they need to manage and grow their business in one place.
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Everybody from EdTech Companies, Coaching & Training Institutes, Study Abroad Consultants, K12 Schools, Play & Pre-Schools to Higher Education Institutions, love us for what we do.
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PantherPanther is the highest-rated, easiest-to-use law practice management software on the market. Automate and streamline firm operations from anywhere.
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Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your customers with communities. Track key contact center metrics in real-time. And enable every employee to deliver outstanding service at every point of interaction.
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eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage their customers, contacts, sales, projects and marketing.
It also contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.
It also contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.
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Flowlu is an online business management tool offering comprehensive solutions for task management, project management, online invoicing, team collaboration and knowledge management.
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JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!
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Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service.
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Job Tracking & Invoicing Functionality Through Your Mobile Device .Instant Access to Your Customer Info from any Device. Includes Tools for Quoting, Scheduling, Job tracking, Billing & Invoicing, Electronic Payments, QuickBooks integration, and a growing list of other great features.
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Agiled is a cloud-based business management software designed to help businesses of all sizes manage invoicing, contracts, employees, finances, and other operations on a unified portal. Its project management capabilities allow organizations to handle tasks, project details, and team members using customizable templates, view, edit and share schedules with clients using Gantt Charts and create and assign tasks to teams.
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Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.
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Built and Trusted By 1000s of Service Pros! Complete Paperless Job Management: Leads, Estimates, Team Scheduling, Running Jobs from the Field, Time Tracking, Dispatch Mapping, Invoices, Payments and More! Fully integrated with Quickbooks. Award-Winning: Most User-Friendly and Most Affordable.
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Accelerate profitable growth for your recruitment agency by unlocking the value in your data; empowering recruiters to exceed their potential.
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