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CRM Software with Payment Processing (2025)
Last updated: March 2025
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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.
107 software options
Sponsored
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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Bitrix24 is the leading free online CRM software used by over 12 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling.
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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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Every CRM tool you need to manage clients, proposals, contracts, invoices, payments, and more.
Get started with a 7 day free trial today.
Get started with a 7 day free trial today.
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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.
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.
Users also considered
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
Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere
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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.
Users also considered
AccelGrid is a cloud-based solution that helps manufacturing, retail, and distribution businesses automate processes for customer relationship management, procurement, inventory management, point of sale, accounting, process automation, and more.
Users also considered
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!
Users also considered
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.
Users also considered
PantherPanther is the highest-rated, easiest-to-use law practice management software on the market. Automate and streamline firm operations from anywhere.
Users also considered
Easily manage sales opportunities and pipelines, track customer interactions, schedule follow-ups, and store email communication—all in one centralized CRM. Automate workflows, assign tasks, and gain real-time insights to close deals faster and build stronger relationships.
Users also considered
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 is a field service management app that doubles as a CRM, facilitating detailed contact records, client communication, customer portal, & reporting.
Users also considered
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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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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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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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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Users also considered
Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.
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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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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.
Users also considered
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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A CRM where memberships, classes, events, retail, and more can be purchased by customers through your app, website, in person, and online.
Users also considered
