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Top Rated CRM Software with Process workflow automation - Page 10

Last updated: September 2026

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249 software options

Casewise logo
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CRM built for migration and education agencies

Casewise is CRM and practice management software for Australian migration agencies and education consultancies. Manage leads, clients, cases, student applications, documents, agreements, invoices, commissions, tasks and client communication from one platform.

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OptiKratos logo
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AI agents for business automation and engagement tool

OptiKratos is a comprehensive business automation platform that combines CRM, sales pipeline management, and AI-based agents for sales, marketing, and customer support. The system features enterprise-grade WhatsApp integration, workflow automation with AI chatbots, and advanced analytics capabilities, all designed to streamline customer engagement across multiple channels while maintaining SOC 2 compliance and GDPR-ready security protocols.

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Bevica logo
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ERP for the UK drinks industry

Bevica’s drinks‑focused CRM tracks customer activity, pricing, sales history and interactions in one place. With segmentation, tasks, opportunities and integrated stock visibility, teams can manage key accounts, run promotions and improve customer relationships across all channels.

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ClaireAI logo
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Cloud-based AI receptionist for law firms

ClaireAI is a cloud-based AI receptionist for U.S.

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FieldCamp logo
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AI-first field service software for trade contractors

FieldCamp is an AI-powered field service management platform that schedules jobs, dispatches technicians, manages customers, automates invoicing, and handles inbound messages — across WhatsApp, SMS, email, and voice — from one unified system. Web, iOS, and Android

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CRMtravel Visa Management Software logo
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Visa tracking & workflow automation software

CRMtravel Visa Management Software is a cloud-based solution designed for travel agencies, visa consultants, and immigration firms to manage visa applications and documentation. The software includes features such as automated workflow processing, real-time application status tracking, secure document storage with version control, and centralized client and agent query management accessible from any device.

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KudosCRM logo
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The CRM your sales team actually wants to use

KudosCRM is an AI-powered CRM that helps businesses manage leads, contacts, sales pipelines, customer relationships, and workflows in one platform. It offers sales automation, deal tracking, forecasting, invoicing, project management, and customer support to streamline business operations.

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A20 Connect logo
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Automation platform for accounting firms

Sector-specific CRM by A20 Connect, merging lead management with sales for growth in the competitive accounting market.

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Teleforce logo
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Voice, text & social media communication management software

Teleforce is a communication suite designed to help businesses streamline their communication management operations. It offers a wide range of features, including TeleCRM, TeleAI, TeleVoice, and more. Teleforce enhances communication channels by seamlessly integrating voice, SMS, email, video conferencing, and popular social media platforms like Facebook, Instagram, Twitter, and LinkedIn.

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Qnvert logo
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Cloud-based customer engagement solution

Qnvert omnichannel customer engagement platform is an advanced solution that helps businesses integrate and engage with customers across all touchpoints. This comprehensive platform offers features like marketing automation, sales analytics, and multi-channel communication tools to deliver an exceptional brand experience and improve customer satisfaction.

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ClientPro.ai logo
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All-in-one Solution for Small Businesses

Grow your business, manage your contacts, simplify your life The all-in-one sales and marketing platform designed simplify your life and business.

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CRMandGo logo
(0)

Australian CRM with built-in calls, compliance and deal room

Multi-tenant CRM with a configurable Blueprint schema and industry vertical packs, four-mode lead allocation (manual, round-robin, claim-first, P1-P5), client deal rooms with AI document verification, and an in-app softphone with call transcription.

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Resco Field Sales+ logo

Mobile access to Microsoft Dynamics 365 and Salesforce data

Resco Field Sales+ is a comprehensive mobile solution designed to manage and optimize sales performance using mobile devices. The platform ensures that sales teams can access and update critical CRM data anytime, anywhere, even in remote locations with limited connectivity. With seamless integration with Microsoft Dynamics 365 and Salesforce, Field Sales+ provides a seamless workflow, simplifying data maintenance and keeping information up-to-date across all devices.

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OttoCRM logo
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OttoCRM Software Company in India

OttoCRM Software Company in India makes sales management simple. Track leads, follow-ups, deals, and quotations in one place. Manage WhatsApp conversations and keep your team connected with a CRM built for growing businesses.

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Interdatum CRM logo
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From first contact to final payment, all in one CRM.

Interdatum CRM is an all-in-one customer and job management platform for service businesses. Manage leads, bookings, estimates, invoices, payments, calls, SMS, email campaigns, documents, and customer communications from one centralized
workspace.

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SAGARIS logo
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AI sales platform with CRM and dialer

SAGARIS is an AI sales operator platform designed for B2B revenue teams that unifies CRM, dialer, inbox, SMS, and social outreach functions. The software includes an AI receptionist for inbound call handling, automated email sequences, LinkedIn workflows, and analytics capabilities. SAGARIS operates with approval gates where AI actions require confirmation before execution, and features a dedicated PBX with number pools for outbound calling.

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VBOUT logo

AI-enabled marketing automation platform

VBOUT is an AI-enabled marketing platform that helps small teams create big businesses.

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ALLON logo
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Attract, Nurture, Close

Join the tens of thousands of neighbourhood companies utilising marketing automation to outperform the competition. Just consider it: why buy numerous standalone pieces of software when users already have ICIKL?

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Cool Life Business Management Platform logo
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Secure document management and workflow platform

Cool Life Deal Platform connects companies, contacts, opportunities, NDA activity, Vault Room engagement, responsibilities, next actions, and reporting so transaction teams can manage the entire deal process from one organized, connected data structure. Vault Rooms and actions: Complete Control

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tebio logo
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Cloud-based subscription management and billing solution

tebio is a subscription management and billing platform with automated invoicing. It can be used from a user-friendly portal and via API.

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Lexidesk logo
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AI intake that answers, qualifies, and books for law firms

Lexidesk is an AI intake system for consumer-facing law firms. It answers calls and web chats 24/7, qualifies and scores leads, books consultations, and syncs summaries into your CRM, so fewer callers hang up and reach a competitor instead.

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Upp logo
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CRM, income & expense tracker, scheduler, invoice maker

All-in-one super-app for small businesses & self-employed. Orders & clients management, money tracker (income & expenses), warehouse manager, scheduler & online appoinment system, documents generator (invoices, receipts, bills, estimates, contracts and so on)

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IMPRINT logo
(0)

IMPRINT- Field Force Management Software

Imprint software is a web-based Salesforce tracking and management solution. The platform helps automate and streamline sales operations for businesses. Key features include lead management, referral tracking, sales forecasting, performance metrics, document and contact storage database management.

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Cetec ERP logo

Cetec ERP: Built to Run your Manufacturing Business

At $50/user/month, Cetec ERP is a web-native, enterprise-caliber solution designed to streamline the entire workflow for an SMB manufacturing company. It is known for support, ease of use, and robust functionality for manufacturing.

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