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CRM Software with Expense Tracking (2026) - Page 2

Last updated: April 2026

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93 software options

Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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Dolibarr logo

Solutions for On-line businesses

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Dolibarr provide features to manage opportunities, quotes, mass e-mailings and can then convert them into its ERP area.

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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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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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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done.

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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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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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billage logo

Cloud-based invoicing and CRM software for SMBs

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billage is an online CRM and client billing & invoicing solution for freelancers, micro-enterprises and small businesses

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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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Lawmatics logo

The #1 growth platform for law firms.

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Lawmatics is the leading growth platform for law firms featuring legal client intake, CRM, marketing automation, and performance analytics. With Lawmatics, law firms win more business, impress clients, and are more efficient.

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Priority Software logo

ERP Should Be Easier

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Full customer life cycle management, from generating leads to recording price quotes/sales orders, shipping, receiving payment, handling service calls & more

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Cloud ERP logo

Cloud-based enterprise resource planning solution

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@$79.95 / user / mo. BizAutomation runs your ENTIRE business on a single cloud, eliminating the software data duplication problem so common to businesses today.

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Unanet ERP GovCon logo

Web-based integrated project management and ERP solution

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Unanet is an integrated project management solution which offers tools for resource planning, accounting, workforce collaboration, timesheet management and more

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HAL ERP logo

Making ERPs formless & natural

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HBS is a unique business system designed to help businesses manage and automate their key operations - Procurement, Sales, Inventory, Finance, HR, Manufacturing, Production, Quality control, and Compliance.
In addition, the simplified reporting tool makes it easy to pull out infinite custom reports

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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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Axelor logo

Cloud-based ERP solution for small to midsize businesses

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Axelor is an open source ERP, CRM, and BPM platform powered by AI and Low Code. Modular and customizable, it combines business apps, workflows, analytics, portals, and 1,500+ connectors to help organizations build flexible, intelligent, and scalable management systems.

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ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

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Use ConvergeHub to engage, communicate and collaborate with leads, prospects and customers at every stage and from any device.

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M1 ERP logo

Manufacturing enterprise resource planning (ERP) software

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M1 is a modular web-based manufacturing enterprise resource planning (ERP) software for job shops, make-to-order manufacturers and custom & mixed mode manufacturers. The system is designed to manage multiple business areas including production, engineering, scheduling, inventory, shipping, and more.

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BoondManager logo

Enterprise process management (ERP) and resource management

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BoondManager is an enterprise process management (ERP) and resource management software that helps businesses manage projects, track invoices, handle prospecting, monitor expenses, and more on a centralized platform. With the recruitment management module, staff members can manage all the team files

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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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OneDeck logo

Business management platform

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Smart, intelligent and automated platform for all your business management needs

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LegalSurf logo

Legal document management software

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LegalSurf is a legal document management software that helps law firms and legal departments digitize operations. It centralizes case management, streamlines collaboration and communication within the team, and automates various legal tasks. LegalSurf integrates with tools like Google Calendar and WhatsApp and provides detailed reports and metrics to help monitor team performance.

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VOGSY logo

Multiple countries, multiple currencies, one resource pool.

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Enterprise-grade project management, resource planning, timesheets, invoicing & project accounting. Fair total cost of ownership & fast time to value.

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