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CRM Software with Customer History (2026) - Page 3

Last updated: April 2026

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158 software options

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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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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InfoFlo logo

HIPAA compaliant case management software

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Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

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SAP Business ByDesign logo

Cloud ERP solution for small and medium sized businesses

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SAP Business ByDesign is an integrated business management solution delivered on a subscription basis through the cloud. SAP Business ByDesign can be localized for 130 different countries and for several specific industries, including manufacturing, wholesale distribution, PSA, non-profit, and more.

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Method CRM logo

The most customizable QuickBooks CRM

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The #1 QuickBooks CRM—Method CRM: extend the power of QuickBooks Online and Desktop by managing leads, tracking sales, improving customer service, and automating tasks with ease. Say goodbye to double data entry and hello to all that extra time you just saved for growing your business.

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SendJim logo

Direct mail management software

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SendJim is a direct-mail software meant to help build a relationship with your current customers and build your route density with your customer's neighbors through targeted mailings that can be triggered by actions in your CRM.

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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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Pepperi logo

Sales Automation & B2B eCommerce for Brands & Wholesalers

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Accelerate growth, reduce overhead and improve transparency by connecting field sales and B2B eCommerce on a single, flexible, enterprise-grade platform. Pepperi - B2B Sales Platform is built for brands & wholesale distributors of consumer goods.

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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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Orderry logo

Cloud service management software and CRM for repair shops

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Orderry is a cloud-based service management solution for repair businesses that offers automation and productivity-enhancing tools. It helps manage orders, clients, tickets, and inventory for general repair, full-service or a chain of high-volume shops.

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Private Practice Software logo

Healthcare practice and patient management tool

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Private Practice Software (PPS) is a practice management software for private healthcare organizations of all sizes, including solo practitioners, large clinics, and hospitals. The patient management software creates treatment notes, manages appointments, generates marketing reports and more.

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Endear logo

CRM platform to manage clients, sales, and retention

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Endear is a CRM and clienteling platform built to help omni-channel retail brands boost sales and retention.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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Simla.com logo

CRM platform to boost your eCommerce sales

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Simla.com is a CRM platform designed to boost eCommerce sales, improve customer service, send newsletters, and configure chatbots

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User.com logo

The engine of growth. An all in one solution for user data.

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User.com is marketing automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers, reaching them through a wide range of communication channels: email, live chat, chatbot, push notifications, and many more; all available in one place.

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PROMYS logo

Cloud-based CRM, Help Desk, and PSA software.

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CRM with built in quoting, quote revisions automatically update the sale forecast, 360' mobile view of all customer operational data and transaction information

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Clubspeed logo

The world's leading venue management software for FECs

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Clubspeed is a venue management software designed to help family entertainment centers, escape rooms, golf simulators, and water and trampoline parks. Clubspeed will help to streamline operations, enhance the guest experience, and grow revenue.

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Initiative CRM logo

CRM for B2B companies

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Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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Conversational Cloud logo

AI-Powered Chatbots, Messaging & Live Chat for Businesses

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LivePerson is an industry leader in Conversational AI and enterprise-grade chatbots that increase sales and improve customer care at scale on all the world’s most popular messaging channels.

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ECOUNT logo

100% Cloud-based ERP for small & mid-sized businesses.

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Ecount ERP is a fully integrated, web-based accounting, inventory, sales, purchasing and production management software for small and mid-sized businesses. The enterprise resource planning (ERP) tool allows users to manage all aspects of their business, both front and back office, from one platform.

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Planhat logo

Customer success platform

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Planhat is a Customer Success Platform that empowers organizations to acquire, service, and grow lifelong customers. This comprehensive customer platform serves as a single source of truth, providing sales, service, and success teams with an intuitive, action-first interface to streamline their workflows and drive successful outcomes.

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