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Top Rated CRM Software with Case management

Last updated: September 2026

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50 software options

NetSuite logo

AI-powered cloud-based business management suite

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NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.

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Bitrix24 logo

Cloud & on-premises workspace for all business sizes

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Bitrix24 CRM has everything you need to acquire leads, turn them into deals, receive payments, manage inventory, e-sign documents, run marketing campaigns, increase customer engagement, grow customer retention, and track sales metrics. Try our free plan with unlimited users today!

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HubSpot CRM logo

CRM and lead management solution

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HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM.

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Clio logo

Cloud-based legal practice management tool for law firms.

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Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

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Striven logo

Striven is a cloud-based, all-in-one business management ERP

Striven's CRM connects lead capture, pipeline management, and customer communications directly to accounting, projects, and HR, so closed deals flow into financials automatically and every record stays complete from first contact to final invoice.

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LiveAgent logo

Cloud-based customer service platform for all sizes

LiveAgent is a web-based help desk solution with a built-in CRM functionality and AI features. It manages support tickets from channels like email, VoIP, live chat, and social media. Its CRM platform supports task automation, data organization, and integration with 200+ tools.

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PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

PracticePanther is the highest-rated, easiest-to-use, all-in-one law practice management software on the market. Trusted by tens of thousands of solo, small, and mid-sized law firms across 170+ countries, to automate and streamline firm operations on any device, anywhere.

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Creatio CRM logo

AI CRM where people and AI agents work together.

Creatio is an AI CRM and workflow platform where people and AI agents work together with no limits on users, agents, or workflows. Built for midsize and large organizations.

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Mothernode CRM logo

Complete CRM for Small and Medium Sized Businesses

Customer Relationship Management | Sales and Marketing Automation

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legalsurf logo

Legal document management software

LegalSurf is a legal document management software that helps law firms and legal departments digitize operations. It centralizes case management, streamlines collaboration and communication within the team, and automates various legal tasks. LegalSurf integrates with tools like Google Calendar and WhatsApp and provides detailed reports and metrics to help monitor team performance.

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FURIOUS logo

All-in-one ERP built for agencies and consulting firms

Furious is the all-in-one ERP built for agencies, consulting firms, and professional services companies.

Replace up to seven disconnected tools and centralize all your operations — CRM, quoting, project management, time tracking, and finance — in a single real-time platform.

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Caspio logo

AI platform for building custom business applications.

Caspio is an AI platform for building custom business applications: the databases, portals, dashboards, and workflow tools organizations rely on to run operations.

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VobeSoft logo

No-code Business Software

VobeSoft is a business software solution that configures a cloud database into business solutions without coding. Companies can use a pre-defined template or build custom enterprise applications.

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ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

Use ConvergeHub to engage, communicate and collaborate with leads, prospects and customers at every stage and from any device.

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Issuetrak logo

Issue tracking and workflow automation platform

Issuetrak is an issue tracking and workflow management software designed for service-driven industries including manufacturing, healthcare, and finance. The platform features omnichannel ticket submission, automated issue assignment, customizable task flows, and a comprehensive knowledge base for information management. Organizations can deploy Issuetrak either on-premises or via cloud hosting to streamline customer support operations and complaint management processes.

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Law Ruler Software logo

Legal Practice Management & Intake Software - Powered by AI

Law Ruler is the case management software platform for growing firms. The one complete legal software that offers matter management, time/billing, expense mgmt, online forms, settlement tracking, 1-click text e-sign, and automates follow-up emails & text messages

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Front logo

AI-enabled customer service platform for collaboration

Front is a customer operations platform that enables support, sales, and account management teams to deliver exceptional service at scale. Front streamlines customer communication by combining the efficiency of a help desk and the familiarity of email.

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MetaJuridico logo

Legaltech solution

Comprehensive management software for the work of lawyers and law firms.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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ProBuilt SMB logo

Accounting CRM ERP Business Management

ProBuilt ERP offers a patent-pending ERP system built on Floating Forms and Data Stacking technologies. The platform integrates accounting, sales management, and operations management functionalities into a unified system. Companies can implement ProBuilt directly, license its technology for integration into existing applications, or utilize white-label options that replace multiple separate business tools.

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Salesforce Service Cloud logo

AI powered customer service management platform

Agentforce Service is a customer service platform offering seamless support across channels like contact centers, field service, HR, and IT. It integrates human agents with AI on a unified platform to personalize interactions. Features include omni-channel engagement, case management, knowledge bases, and analytics tools, enabling organizations to enhance team performance and customer satisfaction.

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Stames logo

Cloud-based customer service & team communication S

Stames connects teams to customers and helps businesses monitor, track, integrate & respond to the needs of their customers effectively & effortlessly.

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1stContact.ai logo

AI-powered customer engagement and CRM platform

1stContact.ai is an elite, all-in-one AI CRM that replaces fragmented tech stacks with active execution. Built for agencies and SMBs, it features 24/7 AI agents, Skoop video messaging, and white-labeling with full tech support to put lead generation and omnichannel follow-up on autopilot.

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HaloCRM logo

Sales, marketing and service in one per-agent price

HaloCRM unites sales pipelines, marketing campaigns and customer service on one record, with AI and reporting included.

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mefi logo

CRM, ERP și management de proiect într-o singură platformă

mefi CRM îți ține clienții, lead-urile și vânzările într-un singur loc: pipeline clar pe etape, oferte și proforme, follow-up și istoricul complet al fiecărui client. Platformă românească all-in-one, cu e-Factura integrată. Ideal pentru echipele de vânzări din IMM-uri.

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