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CRM Software with Chat/Messaging

Last updated: February 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.
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139 software options

Bitrix24 logo

100% free CRM, collaboration, and communication tool suite

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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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Zoho CRM logo

Customer relationship management solution

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Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

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Bigin by Zoho CRM logo
Category Leaders

Pipeline-centric CRM system for small businesses

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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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LiveAgent logo

Web-based help desk so customer service agents

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LiveAgent is a web-based help desk solution with AI features, managing support tickets from channels like email, VoIP, live chat, and social media.

Start with a 30-day free trial, no credit card or contracts needed.

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GreenRope logo

Complete CRM for sales, marketing, and operations

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GreenRope is a scalable CRM & marketing automation tool, enabling businesses to consolidate sales, marketing and operations data, in order to streamline & grow their business. The cloud-based platform contains modules for sales, marketing, and operations to close deals, gain leads, and collaborate.

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VipeCloud logo
Category Leaders

Sales CRM With Marketing Suite That Builds Rapport With You

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98% of customers rate VipeCloud's Value For Money at 4 stars and above!

VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. CRM, Email Marketing, Social, Texting, Video Email, and More.

VipeCloud is your all-in-one, easy to use, and powerful growth solution.

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Salesforce Sales Cloud logo

Cloud-based CRM & Sales Automation

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Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them.

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Dynamics 365 logo

ERP and CRM applications from Microsoft

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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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Zendesk Suite logo

Service-first CRM company that builds support & sales tools

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Zendesk's fully customizable help desk solution makes things easy on your customers, sets your teams up for success, and keeps your business in sync. Reach customers on any channel and equip your agents with a full history of all interactions, including those tracked from various app integrations.

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Airtable logo

No-Code App Platform

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Airtable is a next-generation app-building platform that enables teams to build custom business applications without any coding. It offers a range of features, including automations, interface designer, data visualization, and AI-powered workflows, to help businesses streamline their operations and drive strategic alignment.

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ActiveCampaign logo

Email Marketing, Marketing Automation, CRM/Sales Automation

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Connected email marketing, marketing automation, CRM, and account management for businesses looking to connect and engage with customers. Send follow-up that adapts to customer behavior so you're sending the perfect message at the perfect time. You’ll have happier customers and higher conversions.

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Kylas Sales CRM logo
Category Leaders

#TheBetterCRM

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"Kylas is a sales CRM designed to support growing businesses in competitive marketplaces. It offers unlimited users and features at a flat cost and helps small businesses scale their sales efforts with expertise.
Uniquely designed for growing businesses like yours."
#TheBetterCRM

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Users also considered
Lead Gen & CRM (formerly SharpSpring) logo

Attract, Win, and Grow with Lead Gen & CRM

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Constant Contact's Lead Gen & CRM (formerly SharpSpring) was designed to help businesses like yours get more leads, close faster and focus on what drives results with a unified marketing and sales platform.

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Salesforce Service Cloud logo

Customer Service & Field Service Management Solutions

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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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Flowlu logo

Work automation and team collaboration in one platform.

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Flowlu is an all-in-one business management platform with powerful tools for task and project management, client and lead tracking, invoicing, team collaboration, and knowledge sharing—all in one seamless workspace.

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Freshsales logo

Sales management solution

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Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.

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Keap logo

An all-in-one CRM, sales and marketing automation solution

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Step up to all-in-one sales & marketing solution designed for entrepreneurs, startups and larger teams. The platform organizes customer information and daily work in one place so teams have more time to focus on growing the business and delivering great service.

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Users also considered
HubSpot Sales Hub logo

Freemium email productivity & tracking for sales teams

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HubSpot Sales is a suite of inbox-based email tracking & productivity tools with which sales teams can build, automate, and accelerate their sales processes

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Podium logo

AI-enabled lead management and conversion platform

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Podium is an AI-powered platform that helps businesses manage and convert leads. The platform is designed for a range of industries, such as automotive, healthcare, home services, and retail. It includes a virtual assistant that can drive leads, schedule appointments, and market the business. The system consolidates leads from various channels, including phone calls, text messages, website forms, and third-party sources, into a unified AI-powered inbox.

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ONLYOFFICE Workspace logo

Secure collaborative online office

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ONLYOFFICE Workspace is a secure web office integrated with CRM, document and project management, email, calendar, chat and internal social network, all to organize your teamwork in one place.

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Commusoft logo

All-in-one job management software for field service

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Commusoft, trusted by 10,000+ contractors, streamlines operations for apartments, hotels, and offices. Equip your team with advanced service contracts, PPM, and SLA capabilities. Our self-service portal reduces admin work, while automation, lead conversion, and profitability insights drive growth.

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Front logo

AI-enabled customer service platform for collaboration

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Front is a customer operations platform that enables support, sales, and account management teams to deliver exceptional service at scale. Front streamlines customer comms by combining the efficiency of a help desk and the familiarity of email, with automated workflows and real-time collaboration.

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Thryv logo

All-in-one management solution built for small business

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Thryv is an all-in-one, cloud-based management platform specifically designed for small businesses. Thryv integrates contact management, CRM, text (SMS) and email marketing, online listings and reputation management, online appointment booking, social media scheduling, payment processing, and more.

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Pipeliner CRM logo

The Better CRM - Built For Sales, Used By Sales!

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? Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI.

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vcita logo

Appointment scheduling and reminder solution

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vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

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