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CRM Software with Customizable Forms
Last updated: March 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.
237 software options
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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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Brevo is a CRM and email marketing solution that helps businesses run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads. Teams can trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs.
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Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
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Bitrix24 is the leading free online CRM software used by over 12 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling.
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Bigin is a pipeline-centric CRM that helps small businesses move away from spreadsheets and get started with a CRM system for their business easily.
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Salesforce Starter is an all-in-one CRM suite designed to help growing businesses organize data, manage customer relationships, and gain valuable insights. The solution brings together marketing, sales, service, and commerce tools in a single platform.
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GreenRope CRM is a comprehensive solution to help your entire team drive real results. With sales, marketing, customer service, and operations all built-in to the same system, you become a lean, data-driven organization with a complete 360-degree view of the customer lifecycle.
Users also considered
98% of customers rate VipeCloud's Value For Money at 4 stars and above!
The Sales CRM With A Refreshing Human Touch. CRM, Email Marketing, Social Posting, Texting, Video Email, And More. Easy Human Access.
The Sales CRM With A Refreshing Human Touch. CRM, Email Marketing, Social Posting, Texting, Video Email, And More. Easy Human Access.
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Ditch the pre-packaged, one-size-fits-all software and build a fully customizable CRM solution that meets your business exact needs.
Users also considered
Stay organized as you scale and grow
Finally, a CRM that’s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.
Finally, a CRM that’s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.
Users also considered
Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades
Users also considered
From cultivating leads with your prospects to servicing your existing client base, Striven offers a complete CRM software with the power of an ERP.
Users also considered
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
Users also considered
Odoo CRM: Cloud, mobile, social and gamified. The leading Open Source CRM software helps you track leads, close opportunities and get accurate forecasts.
Users also considered
Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.
Users also considered
We deliver for small businesses with powerful tools to simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience, we help you build strong connections and generate powerful results.
Users also considered
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.
Start with a 30-day free trial, no credit card or contracts needed.
Users also considered
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.
Users also considered
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!
Users also considered
Mailchimp is a marketing automation platform that allows users to create, send & analyze email & ad campaigns, with email templates, landing pages, and a mobile app
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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.
Users also considered
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.
Users also considered
ActiveCampaign combines contact management with sales & marketing automation, featuring sales reporting, custom pipelines & tasks, and lead scoring.
Users also considered
EngageBay CRM offers a rich features set which enables you to manage your customer relationships better. It also comes with a full stack of Marketing, Sales and Service automation features to scale your business. The wide list of features allow you to capture leads, nurture and engage with them.
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