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Top Rated CRM Software with Customizable reports - Page 23

Last updated: September 2026

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650 software options

ClientCircle logo

Happier clients, more sales. Made for insurance.

One platform to grow your agency. Made for insurance.

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Trawiz logo
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AI-powered travel CRM and automation platform

TraWiz is an AI-powered platform designed for travel and hospitality companies that combines customer relationship management with WhatsApp-based automation. The platform includes features for automated client retargeting, lead qualification, itinerary creation, and instant booking capabilities for flights, hotels, and transportation. It serves various segments including travel agencies, hotels, tour operators, and destination management companies.

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WHSuites logo
(0)

CRM Cum Lead management software

WHSuites CRM systems empower organizations to refine their sales processes, improve customer engagement, and drive revenue growth effectively. Sales forecasting functionality helps organizations predict future revenue and plan accordingly by analyzing historical data and pipeline information.

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Smart Agent CRM logo
(0)

CRM for health and Medicare insurance agents

Smart Agent CRM is a Salesforce-based customer relationship management platform for U.S. health and Medicare insurance agents. It offers automated contact eligibility tracking, carrier book sync, commission dashboards, and compliance documentation with timestamps. Features include quote engine, e-signature, calendar, and email integrations, plus digital scope of appointment and policy lifecycle management tools.

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TaskFlow logo
(0)

TaskFlow: Click, Connect, Conquer!

TaskFlow is a comprehensive contact center, helpdesk, and dialer software, with advanced call routing, ticket management, and real-time analytics. It supports numerous integrations, and ensures security with end-to-end encryption and GDPR compliance.

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i-net Clear Reports logo
(0)

Solutions for reporting and workflow management

i-net software GmbH offers Java-based business software solutions including reporting, helpdesk, document comparison, and team communication tools. The product suite features Clear Reports for creating reports and dashboards, HelpDesk for ticket-based service management, PDFC for intelligent document comparison, and CoWork for secure team collaboration with self-hosting capabilities.

Read more about i-net Clear Reports

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Roundesk logo
(0)

Telecom and customer relationship software provider

Roundesk is your partner value generator who accompanies you in your projects of business telecommunications and customer relationship management (CRM), from the thought to the implementation and beyond.

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ServiceTrac logo
(0)

Cloud-based service reference management software

ServiceTrac is a cloud-based reference management software that helps businesses handle sales and service operations on a unified platform. The tool allows executives to generate customizable reports, providing insights into the performance of different regions and teams.

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Kipu logo

Behavioral health platform for treatment centers

Kipu offers software for behavioral health organizations, integrating EMR, CRM, RCM, and GRC tools. The platform streamlines workflows with customizable documentation templates, secure messaging for care coordination, and integrated patient billing, while providing compliance management tailored to behavioral health facilities.

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WorkZeal logo
(0)

Unified business platform with CRM and AI tools

WorkZeal is an all-in-one CRM and business management platform that centralizes customer data, tracks leads, and automates sales pipelines. The system integrates multiple business functions including corporate email, chat communication, AI automation, analytics, document management, finance tracking, and warehouse management into a single scalable ecosystem.

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Second CRM logo
(0)

Making Businesses Profitable

Easy to use software to improve customer relationships, increase sales and much more.

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WorkflowMax logo

Xero owned financial project management software for SMBs

WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking & costing, project management & reporting, invoicing, add-on integrations & more. If you run a service business & track your time, WorkflowMax is likely perfect for you!

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Svit.One logo
(0)

Cloud-based CRM solution for sales teams.

Svit.One is a cloud-based CRM platform tailored for small to medium-sized businesses, consultants, and service-based companies seeking streamlined workflows and operational visibility. The platform’s core modules include an advanced CRM and sales pipeline that goes beyond simple contact management, providing lead tracking, customizable pipelines, and automation features for follow-ups and customer relationship management.

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S4DS logo
(0)

SaaS solution for eCommerce, direct & social selling

Omnichannel SaaS solution to grow your sales: Software for Direct Selling, eCommerce, and Social Selling.

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Dailybiz logo
(0)

The management software for VSEs & SMEs

Dailybiz is a SaaS software that optimizes business management thanks to complete functional coverage: sales, purchases, CRM, accounting, business management and taxation. Flexible & customizable solutions according to the problems of each company.

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SeoToaster CRM logo
(0)

Cloud CRM & sales automation software

SeoToaster CRM is a cloud CRM & sales automation software which enables enterprises to launch campaigns, get insights into prospects and customers, and manage & market to leads with email tracking and leads nurturing automation, social marketing tools, a landing page builder, and more

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Eclipse Core Pro logo
(0)

Recruitment CRM for temp and perm hiring

Eclipse CRM gives recruitment agencies complete visibility over clients, candidates, and placements. Manage relationships, track interactions, and streamline your sales pipeline with real-time data, integrated communication tools, and reporting that helps you make smarter, faster decisions.

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Bigly Sales logo
(0)

Turn your dead leads into gold!

Close more deals with Bigly Sales AI Sales Agents. Unleash the power of AI to dominate your sales targets with your automated Sales Team.

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Superleap logo
(0)

AI-powered CRM for modern sales teams

Superleap CRM is an artificial intelligence-powered customer relationship management platform designed for sales teams. The software includes lead management capabilities, marketing automation across multiple channels, voice intelligence for call recording and transcription, and workflow automation tools. It features a mobile application for field teams with GPS tracking and route planning functionality, along with customizable dashboards and real-time analytics reporting.

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Berg CRM logo
(0)

Customer relationship management software

Berg CRM is a customer relationship management system that helps businesses organize sales processes, automatize commission settlements, and build client databases. The platform enables managers to automatically track notes, emails, and calls between the company and the client.

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Payaca logo

Simple, yet powerful, CRM solutions.

A CRM solution for ambitious field service businesses. With a focus on simplicity and efficiency, we empower businesses to streamline operations, build strong customer relationships, and fuel growth. Developed by software experts, Payaca is designed for adaptability and continuous improvement.

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Chakra Sales logo
(0)

A sales-oriented CRM for SMBs to organize the sales process

Chakra Sales CRM is a customer relationship management (CRM) solution tailored for small businesses to organize and streamline their pipeline management and market automation.

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WinChilla logo
(0)

All-in-one marketing automation and CRM platform

WinChilla CRM combines everything your business needs into one powerful platform - from CRM and automation to websites, marketing, payments, and customer communication - plus a mobile app to manage it all from anywhere.

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Forekast logo
(0)

CRM + CSM + KAM in a simple to use platform.

Forekast is a best-in-class client relationship manager (CRM) with CSM and KAM functionality baked into it's core.

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RunSensible logo
(0)

Empower Your Law Firm & Simplify Your Practice with One Seam

RunSensible simplifies legal management with features like time tracking, accounting tools, and case management. It's accessible on desktop and mobile, fosters collaboration, and streamlines processes for legal professionals. RunSensible also offers customizable templates and electronic bill payment

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