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CRM Software with Customizable Forms (2026) - Page 4

Last updated: March 2026

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238 software options

Wingmate logo

Field Service Management Software

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Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more.

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Connectif logo

Cloud-based eCommerce data automation platform

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Connectif is an all-in-one marketing automation platform powered by AI. It centralizes first-party data from known and anonymous users across all channels, giving eCommerce businesses the vision to communicate with customers with emotional intelligence and context at scale.

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Lead Docket logo

Cloud-based lead management software for law firms

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Lead Docket is a cloud-based lead tracking software designed to help law firms manage leads, referrals, tasks, contacts, and more on a centralized platform to improve overall conversion rates. Managers can send automated emails and text messages with images to prospects.

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Escala logo
Category Leaders

CRM and marketing automation platform

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Escala is a marketing automation platform that helps businesses manage customers and streamline ad campaigns. Users can create landing pages and forms by customizing templates and publishing them according to requirements.

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Zixflow logo
Category Leaders

New way to manage, engage, & retain customers, with AI

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Drive success with an all-in-one workspace. Craft your own CRM, workflow automation, and engagement via email, SMS, or WhatsApp.

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Wethos logo

All in one software made for freelancers, by freelancers.

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On Wethos, you can take your proposal creation time from hours to minutes, create and send invoices to clients, and get paid - without ever having to switch tabs. Leverage Wethos' template library to scope your work and get paid.

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Upnify CRM logo
Category Leaders

Web-based customer relationship management (CRM) solution

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Upnify CRM is a customer relationship management solution that allows business owners to keep track of their contacts, maximize business opportunities, and make their conversations more productive. The software supports managers in all phases of the sales process, from the beginning to the end.

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ROLLER logo

Payment processing, venue and ticketing management platform

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CRM modules from ROLLER manage and analyze interactions and data over the course of the customer journey cycle. Our smart CRM allows you to better segment and target your customers with marketing communications and simplifies processes to save you time.

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Visual Planning logo

Resource management, scheduling and planning solution

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Visual Planning integrates contact, task, and schedule management in one place. Track leads, monitor customer interactions, and plan follow-ups with visual dashboards. Ensure your teams have real-time access to client data for better relationships and sales outcomes.

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CustomerBase logo
Category Leaders

Cloud-based CRM solution for small businesses

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CustomerBase is a customer relationship management (CRM) solution for small businesses that helps manage sales, operations, client services, and reputation. The platform allows users to send invoices, schedule and dispatch employees, create estimates, generate reviews, and accept online payments.

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Oorwin logo

AI-Powered Talent Intelligent Platform

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Oorwin: AI-Powered Talent Intelligence Platform

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Mothernode CRM logo

Complete CRM for Small and Medium Sized Businesses

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Customer Relationship Management | Sales and Marketing Automation

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SuperOffice CRM logo

CRM software for sales, marketing & customer service teams

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SuperOffice is an award winning CRM platform created to enable sales, marketing and customer service teams deliver a personalized customer experience

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Law Ruler Software logo

Legal Practice Management & Intake Software - Powered by AI

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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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Cirrus Insight logo

#1 App for Salesforce Productivity & Meeting Automation

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AI-powered CRM automation that builds pipeline, manages deals, and keeps your sales engine running directly from your inbox.

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Involve.me logo

Create high-converting funnels that turn visitors into leads

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involve.me is a no-code lead generation funnel builder. It packs powerful tools for lead capture, lead routing, and lead scoring—helping you convert online visitors into qualified leads. Easily embed on your website or share with a simple URL.

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Deepser logo

IT service desk, CRM, and asset management software

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Deepser is a cloud-based CRM that enables businesses to handle sales opportunities and customer requests by routing tasks to the relevant teams. It offers lead management, sales funnel, workflow, quote creation, survey, catalog, price list, reporting and much more. Digitize, automate, optimize.

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SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

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CRM built for B2B teams that need disciplined follow-up, pipeline visibility, and revenue consistency.

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Ummense logo

A software tool for managing workflows and teams

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Ummense is a solution for managing workflows and teams, where users can create editable workflows from ready-made templates and centralize all the information in a management dashboard, including tasks, deadlines, team interactions, and more. Available in Portuguese for the Brazilian market.

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ServiceOS logo

Field service management solution

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ServiceOS is designed to automate countless interactions for you. From crew management and job scheduling to invoicing and payments. The future is now and taking your business to the next level has never been easier.

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OneHash CRM logo

World's 1st FaaS(FOSS+SaaS)

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OneHash CRM is a comprehensive business management solution that helps SMEs to record all their business transactions in a single system. With OneHash CRM, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition.

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Zoho CRM Plus logo

Unified Customer Experience platform

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Zoho CRM Plus being a unified platform, is the ideal solution for businesses looking to provide enhanced customer experiences with streamlined administration, omnichannel customer engagement, social media marketing, powerful analytics, built-in AI, intelligent chat bots and more.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Ontraport logo

Sales, marketing, and communication management software

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Ontraport helps businesses streamline sales, marketing, customer communication, and other operations on a unified portal. The marketing automation tools let organizations create, run, and manage marketing campaigns using customizable templates and send targeted emails or text messages to customers.

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VeryConnect logo

Membership management software

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VeryConnect's intuitive and reliable membership CRM typically saves 80% of your administration time. Our customisable CRM includes a secure GDPR-compliant database, powerful search, integrated email marketing, statistics and reports. Request a demo from our helpful UK team today.

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