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CRM Software with Electronic Payments (2025)

Last updated: April 2025

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Key Features of CRM Software

Based on GetApp's analysis of verified user 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.
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114 software options

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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NetSuite logo

Cloud-based business management suite

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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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Striven logo

Collaborative ERP for business process management

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From cultivating leads with your prospects to servicing your existing client base, Striven offers a complete CRM software with the power of an ERP.

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VipeCloud logo
Category Leaders

Sales CRM With Marketing Suite That Builds Rapport With You

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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.

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HoneyBook logo

Client management for freelancers & SMBs

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Every CRM tool you need to manage clients, proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

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Clio logo

Cloud-based legal practice management software

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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

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Constant Contact logo

We deliver success.

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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.

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JobNimbus logo

Be more professional, profitable, efficient, and organized.

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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!

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Odoo  logo

Open-source suite of business applications

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Odoo CRM: Cloud, mobile, social and gamified. The leading Open Source CRM software helps you track leads, close opportunities and get accurate forecasts.

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Marketing 360 logo

#1 Marketing Platform For Small Business

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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.

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Meritto logo

Grow Your Enrollments

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Everybody from EdTech Companies, Coaching & Training Institutes, Study Abroad Consultants, K12 Schools, Play & Pre-Schools to Higher Education Institutions, love us for what we do.

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PracticePanther Legal Software logo

Intuitive Cloud-based Law Practice Management Software

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PantherPanther is the highest-rated, easiest-to-use law practice management software on the market. Automate and streamline firm operations from anywhere.

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Keap logo

An all-in-one CRM, sales and marketing automation solution

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Keap is a CRM for small businesses that helps to organize contacts with tagging & segmentation, score leads, track engagement, send messages & more

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mHelpDesk logo

Cloud-based field service management software

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mHelpDesk is a cloud and mobile-based field service management software that assists with job tracking and invoicing. Users can access customer information from any device. Key features include quoting, scheduling, job tracking, billing and invoicing, electronic payments, QuickBooks integration, and more.

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Kickserv logo

Field service management software for service professionals

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Kickserv is a field service management app that doubles as a CRM, facilitating detailed contact records, client communication, customer portal, & reporting.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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Podium logo

AI-enabled lead management and conversion platform

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Podium is an AI-powered platform that helps businesses manage and convert leads. The platform is designed for a range of industries, such as automotive, healthcare, home services, and retail. It includes a virtual assistant that can drive leads, schedule appointments, and market the business. The system consolidates leads from various channels, including phone calls, text messages, website forms, and third-party sources, into a unified AI-powered inbox.

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Commusoft logo

Cloud-based job management software for field service

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Commusoft is a field service management software that streamlines operations for apartments, hotels, and offices. The tool helps manage admin work and provides automation, lead conversion, and profitability insights to drive growth.

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Thryv logo

All-in-one management solution built for small business

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CRM software for small business. View contact info, appointment history, unique preferences, and notes with tags and filters. Includes text and email marketing.

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Classe365 logo

Student management software for education institutions

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Classe365 is a student management system for education institutions, combining student information system (SIS), CRM & learning management system (LMS) features

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vcita logo

Appointment scheduling and reminder solution

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Store, manage and label your leads, contacts and clients in one centralized online hub.

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Caspio logo

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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Kajabi logo

Cloud-based content marketing platform

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Kajabi is a content marketing system that offers individuals and SMBs a single and centralized platform from which to sell, market and deliver product content. It incorporates customizable themes, a landing page builder and video hosting as well as integrated payments & an interactive message board.

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Accelo logo

Transform the way you manage client work

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Accelo CRM is the smartest sales tool, seamlessly managing all your sales-related communication in one place. Experience powerful sales forecasting and insights from anywhere and on any device.

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MyStudio logo

CRM for managing customer, sales, and products

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A CRM where memberships, classes, events, retail, and more can be purchased by customers through your app, website, in person, and online.

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