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CRM Software with Financial Management

Last updated: November 2024

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Key Features of CRM Software

Based on GetApp's analysis of 10831 verified 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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163 software options

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Salesforce Sales Cloud logo

Cloud-based CRM & Sales Automation

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Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them.

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Bitrix24 logo

100% free CRM, collaboration, and communication tool suite

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Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

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NetSuite logo

The World’s Leading, Most Deployed Cloud ERP Solution

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NetSuite provides organizations with an integrated system helps them run their business. More than 40,000 organizations around the world use NetSuite to more easily grow and adapt to change.

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HoneyBook logo

Client management for freelancers & SMBs

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HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication. Start a 7 day free trial today.

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Odoo  logo

Full Suite of Integrated Business Apps

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Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business needs such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting are met through this all-in-one software solution designed for every company, regardless of size and budget

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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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ClickUp logo

Project management, task tracking, & professional goal tools

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ClickUp is a fundamentally new way to work - bringing separate apps like tasks, docs, spreadsheets, goal tracking, resources, and even an inbox, together in one place. It's the convergence of the best productivity and collaboration apps. Finally, there's one app to replace them all.

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Dynamics 365 logo

ERP and CRM applications from Microsoft

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Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

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Smartsheet logo

An online work execution platform for any size organization.

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

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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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eWay-CRM logo

The Best CRM for Microsoft Outlook

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eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage their customers, contacts, sales, projects and marketing.

It also contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

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Flowlu logo

All-in-one work automation and team collaboration platform

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Flowlu is an online business management tool offering comprehensive solutions for task management, project management, online invoicing, team collaboration and knowledge management.

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mHelpDesk logo

Win more jobs and grow your business with mHelpDesk!

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Job Tracking & Invoicing Functionality Through Your Mobile Device .Instant Access to Your Customer Info from any Device. Includes Tools for Quoting, Scheduling, Job tracking, Billing & Invoicing, Electronic Payments, QuickBooks integration, and a growing list of other great features.

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Agiled logo

Software for managing business operations

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Agiled is a cloud-based business management software designed to help businesses of all sizes manage invoicing, contracts, employees, finances, and other operations on a unified portal. Its project management capabilities allow organizations to handle tasks, project details, and team members using customizable templates, view, edit and share schedules with clients using Gantt Charts and create and assign tasks to teams.

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Kickserv logo

#1 Most User-Friendly Software to Run a Service Business

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Built and Trusted By 1000s of Service Pros! Complete Paperless Job Management: Leads, Estimates, Team Scheduling, Running Jobs from the Field, Time Tracking, Dispatch Mapping, Invoices, Payments and More! Fully integrated with Quickbooks. Award-Winning: Most User-Friendly and Most Affordable.

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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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Quickbase logo

No-code collaborative work and project management platform.

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Quickbase is a no-code collaborative work management platform that empowers citizen developers to improve operations through real-time insights and automations across complex processes and disparate systems.

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Scoro logo

Successful projects from quote to cash.

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Scoro is work management software built specifically for service businesses who are tired of disjointed systems, unpredictable workloads, and shrinking margins.

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vcita logo

vcita: Build a business you’re proud of.

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vcita is an all-in-one business management app designed with small businesses in mind, helping you manage your clients, schedule, billing and administration.

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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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SAP Business One logo

Finance and Business Management (ERP) System

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Enterprise resource planning software for SMEs. Manage every aspect of your small or midsize business with SAP Business One.

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Deskera ERP logo

Deskera is an all in one ERP, CRM & HR platform

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Deskera enables fast growing businesses to operate more efficiently by providing them with an integrated platform that connects accounting, inventory and warehouse management, order fulfillment, procurement, sales and marketing, and human resource operations.

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Deltek Vision logo

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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Striven logo

Collaborative ERP for business process management

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Comprehensive cloud-based management solution for businesses. Includes Accounting, CRM, Projects, HR, etc on any device.

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Creatio CRM logo

Boost marketing, sales and service performance!

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Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom.

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