CRM Software with Email Invitations & Reminders

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NiceJob   

54
Reputation management with reviews, social & SEO tools
NiceJob is the easiest way to get more great reviews, referrals and sales. We help businesses get the reputation they deserve! We also help your website convert more leads and improve your SEO! Read more about NiceJob
Reputation management with reviews, social & SEO tools
NiceJob is the easiest way to get more great reviews, referrals and sales. We help businesses get the reputation they deserve! We also help your website convert more leads and improve your SEO! Read more about NiceJob

vCita Business App   

145
Own your time. Master your business.
Manage your clients, take notes, mark for follow-up and respond to client requests while on-the-go. Read more about vCita Business App
Own your time. Master your business.
Manage your clients, take notes, mark for follow-up and respond to client requests while on-the-go. Read more about vCita Business App

Daylite for Mac   

276
Small business CRM & Project Management for Mac & iOS
Daylite is a Mac CRM for teams of 2-50. Great for Mac businesses in sales, real estate, law, finance, design, photography & consulting. Read more about Daylite for Mac
Small business CRM & Project Management for Mac & iOS
Daylite is a Mac CRM for teams of 2-50. Great for Mac businesses in sales, real estate, law, finance, design, photography & consulting. Read more about Daylite for Mac

Blitz   

48
Automate sales & marketing follow up activities
Blitz is a sales management platform that automates sales tasks, processes, and follow-up activities when working with clients, leads, and referrals, and helps keep management and sales teams up to date and on the same page while communicating with contacts… Read more about Blitz
Automate sales & marketing follow up activities
Blitz is a sales management platform that automates sales tasks, processes, and follow-up activities when working with clients, leads, and referrals, and helps keep management and sales teams up to date and on the same page while communicating with contacts… Read more about Blitz

Thryv   

99
All-in-one management software built for small business
CRM software for small business. View contact info, appointment history, unique preferences, and notes with tags and filters. Includes text and email marketing. Read more about Thryv
All-in-one management software built for small business
CRM software for small business. View contact info, appointment history, unique preferences, and notes with tags and filters. Includes text and email marketing. Read more about Thryv

VeryConnect   

19
Membership, CRM and Community Software
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. Read more about VeryConnect
Membership, CRM and Community Software
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. Read more about VeryConnect

EventBank  

39
All-in-one Event & Membership Management Software Solutions
All-in-one CRM with Membership Management, Event Management, Email Marketing, Finance Tools and two Mobile Apps. Read more about EventBank
All-in-one Event & Membership Management Software Solutions
All-in-one CRM with Membership Management, Event Management, Email Marketing, Finance Tools and two Mobile Apps. Read more about EventBank

Teamleader  

22
CRM, invoicing & project planning in a single tool for SME's
- Manage your contacts - Action summary by client - Simple client segmentation. Read more about Teamleader
CRM, invoicing & project planning in a single tool for SME's
- Manage your contacts - Action summary by client - Simple client segmentation. Read more about Teamleader

Streak  

334
CRM for Gmail
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other G Suite applications. Read more about Streak
CRM for Gmail
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other G Suite applications. Read more about Streak

ONLYOFFICE  

281
Cloud Office Suite
ONLYOFFICE is a secure web office integrated with CRM, document&project management, email, calendar, chat and internal social network, all to organize your teamwork in one place. Read more about ONLYOFFICE
Cloud Office Suite
ONLYOFFICE is a secure web office integrated with CRM, document&project management, email, calendar, chat and internal social network, all to organize your teamwork in one place. Read more about ONLYOFFICE

NetHunt CRM  

61
CRM solution for adding smart email tools to Gmail inboxes
NetHunt CRM adds customer relationship management features within Gmail to enable the handling of business processes and operations from inside the email inbox. Read more about NetHunt CRM
CRM solution for adding smart email tools to Gmail inboxes
NetHunt CRM adds customer relationship management features within Gmail to enable the handling of business processes and operations from inside the email inbox. Read more about NetHunt CRM

YetiForce  

48
Open source CRM system
YetiForce is an innovative and versatile CRM system that collects all information related to the most important business processes, such as sales, marketing, projects, accounting, support, logistics, and many more. It is truly open source and always free-to-use for unlimited number of users. Read more about YetiForce
Open source CRM system
YetiForce is an innovative and versatile CRM system that collects all information related to the most important business processes, such as sales, marketing, projects, accounting, support, logistics, and many more. It is truly open source and always free-to-use for unlimited number of users. Read more about YetiForce

Flowlu  

35
Online project management & collaboration suite
Flowlu is an online business management toolssuite that provides task management, project management, online invoicing and knowledge management. Read more about Flowlu
Online project management & collaboration suite
Flowlu is an online business management toolssuite that provides task management, project management, online invoicing and knowledge management. Read more about Flowlu

ExxpertApps  

9
All-In-One Next Generation Enterprise Application in the Cloud
ExxpertApps is more than a CRM because it also manages mass communications, marketing campaigns, procurement, invoicing and eBusiness transactions. Read more about ExxpertApps
All-In-One Next Generation Enterprise Application in the Cloud
ExxpertApps is more than a CRM because it also manages mass communications, marketing campaigns, procurement, invoicing and eBusiness transactions. Read more about ExxpertApps

Bizstim  

1
All-in-one CRM & backlink coalition tool
Biztim is a cloud-based, all-in-one customer relationship manager (CRM) system & SEO management tool for service-based businesses including educational facilities, health clinics, & therapists. The application offers tools for online scheduling, billing, human resources, client management, & more. Read more about Bizstim
All-in-one CRM & backlink coalition tool
Biztim is a cloud-based, all-in-one customer relationship manager (CRM) system & SEO management tool for service-based businesses including educational facilities, health clinics, & therapists. The application offers tools for online scheduling, billing, human resources, client management, & more. Read more about Bizstim

Cruzata CRM  

1
All-in-one CRM for SMBs
Cruzata CRM is a powerful CRM with PMS solution designed to help any organization to manage business activities & projects to achieve better objectives. Read more about Cruzata CRM
All-in-one CRM for SMBs
Cruzata CRM is a powerful CRM with PMS solution designed to help any organization to manage business activities & projects to achieve better objectives. Read more about Cruzata CRM
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CRM Category Leaders Q1 2019

GetApp's quarterly ranking showcases the leading 10-15 CRM apps based in the cloud. Each app is scored using five factors, worth 20 points each, for a total possible score out of 100. These factors include user reviews, integrations, mobile app availability, functionality, and security. Each app's score is independent of commercial interests and existing relationships that GetApp has with app vendors.

Scroll down for more details about inclusion criteria and scoring.

Score
ReviewsIntegrationsMobileFunctionalitySecurity
75
75
Reviews 20/20
Integrations 20/20
Mobile 16/20
Functionality 19/20
Security -/20
70
70
Reviews 17/20
Integrations 17/20
Mobile 18/20
Functionality 18/20
Security -/20
69
69
Reviews 12/20
Integrations 13/20
Mobile 13/20
Functionality 16/20
Security 15/20
66
66
Reviews 11/20
Integrations 12/20
Mobile 13/20
Functionality 15/20
Security 15/20
66
66
Reviews 17/20
Integrations 17/20
Mobile 14/20
Functionality 18/20
Security -/20
64
64
Reviews 10/20
Integrations 16/20
Mobile 14/20
Functionality 10/20
Security 14/20
62
62
Reviews 16/20
Integrations 16/20
Mobile 14/20
Functionality 16/20
Security -/20
61
61
Reviews 17/20
Integrations 16/20
Mobile 13/20
Functionality 15/20
Security -/20
60
60
Reviews 17/20
Integrations 12/20
Mobile 13/20
Functionality 18/20
Security -/20
58
58
Reviews 8/20
Integrations 6/20
Mobile 16/20
Functionality 13/20
Security 15/20
58
58
Reviews 15/20
Integrations 16/20
Mobile 13/20
Functionality 14/20
Security -/20
57
57
Reviews 9/20
Integrations 10/20
Mobile 14/20
Functionality 10/20
Security 14/20
57
57
Reviews 11/20
Integrations 12/20
Mobile 15/20
Functionality 12/20
Security 7/20
56
56
Reviews 12/20
Integrations 4/20
Mobile 13/20
Functionality 14/20
Security 13/20
56
56
Reviews 13/20
Integrations 16/20
Mobile 13/20
Functionality 14/20
Security -/20

Who is the ranking for?

GetApp's Category Leader ranking is for business owners and decision makers looking for a comprehensive list of the leading cloud-based software products in the industry.

The ranking serves as a point of reference highlighting key factors that small businesses should look at when assessing a piece of software. These factors include user perception (reviews), compatibility (integrations and mobile compatibility), market presence (media presence), and security features (security).

How are the scores calculated?

An app's score is calculated using five unique data points, each scored out of 20, giving a total score out of 100. The ranking and scoring methodology ensure complete impartiality and independence from any relationships that GetApp has with app vendors.

User Reviews *

Review scores are calculated using reviews collected from GetApp and its sister sites, Software Advice and Capterra. Scores are calculated based on the total number, average rating, and recency of reviews.

The number of reviews and average user rating are scaled against the category average. A weighting is then applied to reward recency of user reviews: reviews written in the last 6 months score up to 10 points, those written between 6 and 12 months ago score up to 6 points, and those more than 12 months old score up to 4 points. These numbers are added together to give a total maximum score of 20.

Integrations

Integration scores factor in a number of variables. Up to 16 points are awarded based on the number of integrations an app has; the first 10 points are awarded based on the number of integrations relative to the category average, while 4 points are awarded based on the number of integrations relative to the leaders in the category. An additional 5 points is awarded for an integration with Zapier, a widely used software integration platform, while an extra point is given for having an open API. The total possible score for integrations is 20 points.

Mobile Platforms *

Mobile scores are calculated based on the availability of an iOS and Android app. 5 points are awarded for the presence of each app, with an additional 10 points being awarded for the number and average rating of reviews in both the App Store and Google Play. These review scores are calculated and scaled against the competition for a maximum of 5 points per platform and an overall maximum score of 20.

If there isn't a native iOS or Android app, the product's website is assessed using Google's PageSpeed Insights to measure mobile usability. The score is returned out of 100, then scaled to a score out of 5 for a maximum of 5 points.

Media Presence

Media presence is calculated using the number of Twitter followers and Facebook fans that an app has. The number of fans and followers are added together, and each app is scored based on this overall number, compared with others in the category. The first 15 points are awarded for the combined number of followers and fans scaled against the category average, while the final 5 points are awarded for the combined number of followers and fans scaled against the top leaders in the category. These two scores are added together for a total out of 20 points.

Security

Security scoring is calculated using answers from a vendor-completed survey. The questions in the survey are based on the Cloud Security Alliance self-assessment form as part of the Security, Trust & Assurance Registry. With 15 questions, each answer is assigned a point value based on vendor response, with additional points given for security certifications, for a maximum possible score of 20.

In the event of a tie, each data point is weighted for importance, with security taking precedent, followed by reviews, integrations, mobile apps, and media presence, respectively.

* All data points combining calculations for both ratings and reviews are calculated using a Bayesian estimate, which is a weighted average that includes the number of reviews and the rating of an app, benchmarked against others in the category.