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CRM Software with Client Management (2026) - Page 7

Last updated: April 2026

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223 software options

Planner + logo

CRM, ERP, and business management software

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Planner + is a business management software designed to help small and medium-sized businesses streamline sales tracking, resource planning, customer service management, and marketing operations. It enables professionals to resolve after-sales issues, generate custom reports, archive files, and synchronize data across systems.

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Ambivo logo

Cloud-based customer relationship management software

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Designed for small businesses, Ambivo is a SaaS platform that streamlines processes such as lead capture, pipeline management, and workflow automation on a unified dashboard.

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Aidium logo

Cloud-based CRM solution for teams.

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Aidium is a customer relationship management (CRM) software designed to help mortgage professionals manage marketing campaigns, sales automation, and compliance regulation. Key features include automated partner tracking, file storage, branch and team management, security review, voice calling, bulk email, and ringless voicemail.

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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Saleoid is the Best CRM Software for startups, agencies & SMBs an all-in-one platform to generate leads, manage sales, run marketing, and handle billing in one connected system. Starts at $5/month (2-year plan).

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Qobrix CRM logo

SaaS, multi-tiered CRM platform for the real estate sector

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Qobrix is a CRM system that helps brokers in the real estate sector manage client registration, website building, marketing automation, and other processes across properties. Clients can access floor plans, property images, agreements, contracts, financial statements, and queries on a dashboard.

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CentrixOne logo

CentrixOne all in one CRM - Simple, Intuitive Affordable

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With CentrixOne you get contact management, account management, pipeline management, document management, email marketing, and marketing automation all under the same friendly interface. Your CRM data is in Canada. Support and training is available in both English and French.

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AgentCubed logo

Lead management and CRM solution for insurance businesses

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AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

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SYDLE ONE logo

BPMS, ECM, CRM & Service Desk- All-in-one platform

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In a single platform, it combines the tools to integrate all customer relationship channels, customize relationship processes, oversee quality indicators and customer experience in real time, and more.

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SuiteCRM logo

Empower Your Customer Connections with SuiteCRM

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SuiteCRM is an open-source CRM platform, providing a 360-degree view of customers and facilitating enriched business-client interactions. It incorporates sales automation, marketing campaigns, real-time reporting, and customer service tools to streamline business growth and customer engagement practices.

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TaskSuite logo

Lending Simplified, Success Amplified.

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TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency, decision-making, and customer satisfaction with our all-in-one solution.

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SurePoint logo

Modern legal management system for mid-sized law firms

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SurePoint® empowers law firms to maximize financial performance and profitability with streamlined workflows and market-leading accounting capabilities.

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AFAS Software logo

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

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SmartOffice logo

Enhancing sales via smart reports & marketing.

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SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities, and increase sales revenue.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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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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ADvendio logo

Salesforce-powered omnichannel advertising software

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ADvendio is a Salesforce-powered omnichannel advertising software that enables companies to effectively manage their advertising operations. The platform offers a unified solution for selling, booking, and monetizing media, as well as managing financials, unifying data, and more.

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C2CRM logo

Affordable, Robust & Easy to Use CRM

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C2CRM streamlines sales process by providing real-time information on leads, prospects and customers. It helps improve marketing efforts by tracking which marketing initiatives work and which ones do not. while streamlining the customer service by providing comprehensive customer information.

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Heffl logo

All in one app

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Heffl is an all-in-one business management software designed for SMEs, offering project management, and field service solutions. It allows users to manage leads, schedule jobs, track employee performance, and generate invoices with a cloud-based platform accessible on iOS, Android, and web.

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STEL Order logo

Cloud-based ERP and field service management platform

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STEL Order is a cloud-based ERP and field service management platform that helps businesses streamline key workflows like scheduling, dispatching, invoicing, expense tracking, inventory management, and more. End-to-end document traceability and a full history of interactions with each client.

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RevHelm logo

Cloud-based marketing & sales platform

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RevHelm is a cloud-based marketing & sales tool that helps enterprises optimize sales, marketing and customer management operations.

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Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

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Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

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Deltek Vantagepoint logo

Power project success

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Deltek Vantagepoint is a powerful, intuitive solution that helps people manage projects from start to finish. With full visibility of client, project and financial details, your organization accelerates workflows, maximizes productivity and realize great business results.

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ChilliDB logo

Client management system for nonprofit organizations

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Customer Relationship Management

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ICS Flow logo

Automate your business, your way.

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ICS Flow by Inspired Change Solutions is a web-based automation platform that streamlines workflows, manages leads, tracks performance, and integrates communication, payments, and more — giving businesses visibility, control, and scalability from one powerful system.

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Chatabox logo

A user-friendly CRM software for small to medium business.

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Chatabox is a user-friendly CRM that is highly scalable and centralises and tracks contact management, marketing campaigns, appointments, reminders, task management and more. Its built-in search functionality allows users to locate reports, emails, files, and calendar items using custom criteria.

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Wisere logo

All-in-one cloud management solution for dental clinics

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Wisere is the all-in-one cloud management solution for healthcare and beauty care services providers.

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