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CRM Software with Process/Workflow Automation (2026) - Page 2

Last updated: April 2026

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157 software options

Prospect CRM logo

The #1 Stock-Aware CRM for B2B Product Businesses

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Prospect CRM helps B2B wholesalers, distributors & manufacturers quote accurately, sell efficiently & support customers brilliantly. Seamlessly integrates with Unleashed, Xero, QuickBooks & more. Rated 4.6/5 for support, usability & business value.

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Jobin.cloud logo

All-In-One tool to Find and Engage People

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Automated Social Profile Import, data Aggregation and auto Update, ATS, CRM, AI powered ranking filtering, Process Automation, recruiting workflow, sales pipeline, automatic Outreach, mass Mailing, messaging templates, multiplatform communications.

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Close logo

The conversation-first CRM for small, scaling sales teams

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Close is the sales engagement CRM that helps SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call, and text your leads from desktop. Go beyond contact management with the CRM that helps you reach more leads, follow up more often, and close more deals.

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Acumatica Cloud ERP logo

Cloud-based enterprise resource planning software

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Acumatica Cloud ERP excels as a CRM with tools for Contact Management, Lead Capture, Sales Pipeline Management, and Task Management. It streamlines Email Management, Workflow Management, and Data Import/Export, while offering insights with advanced Reporting/Analytics.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core.

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Salesflare logo

Intelligent CRM for small and medium-sized B2B businesses

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Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work. Unlike many other CRMs, it's very practical and simple to use. It also automates your data input, can send email sequences, and actively assists you with following up leads.

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Glue Up logo

Community and event management solution

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All-in-one CRM with Membership Management, Event Management, Email Marketing, Finance Tools and two Mobile Apps.

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ChurnZero logo

Customer engagement & retention for subscription businesses

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ChurnZero is a customer engagement & retention platform for customer success teams of subscription-based businesses to reduce churn & increase renewals

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Sell.Do logo

𝗜𝗻𝗱𝗶𝗮'𝘀 𝗡𝗼.𝟭 𝗔𝗜-𝗳𝗶𝗿𝘀𝘁 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲

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Sell.Do is a leading real estate CRM software that provides end-to-end sales and marketing automation solutions.

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Kajabi logo

Cloud-based content marketing platform

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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.

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MediaOS logo

Online ad-based CRM for media companies

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Ad Sales Genius is an online ad-based customer relationship management (CRM) solution designed to help media companies streamline production, automate accounting, and more. The web-based interface and customizable workflows enable collaboration across sales, production and accounting departments.

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Capsule logo

Customer relationship management solution

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Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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Accelo logo

Transform the way you manage client work

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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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Velocify logo

Generate sales with auto-prioritization

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Velocify is a cloud CRM application designed to manage and track high levels of sales and organize them into a CRM platform. It automates sales management, sales enablement, lead management and customer relationship management in one solution. It tracks sales actions boost maximum conversion rates.

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FranConnect logo

Franchise software for the entire franchise lifecycle

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FranConnect is a cloud-based franchise management solution designed for managing the entire franchise lifecycle, including franchisee onboarding, field ops, customer relationship management, sales, financial data management, communications, training, marketing, performance tracking, and more.

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Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

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Power up your sales big time. Take advantage of efficient lead capture, contact management, multi-channel communication and automation. This messenger-based CRM will help you reach new audiences and win more business.

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Loxo logo

The visually stunning Talent Intelligence Platform

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Loxo is the #1 Talent Intelligence Platform and global leader in recruiting software. It shouldn't take 10+ tools to make one hire.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM converts the complexity of sales into a simple to-do list so you can convert leads to customers, reach targets & grow your business fast.

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Salesmate logo

The most customizable CRM. Now with AI

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Salesmate CRM provides an easy to use solution to simplify complex sales processes of startups, and, small and medium enterprises. Salesmate is a truly intelligent cloud-based CRM solution that benefits sales reps be more productive, increases their sales and engage deeply with their customers.

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ExtraaEdge logo

Manage, scale, and predict admissions

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Education CRM and marketing automation software designed to help admission teams integrate, manage, track and convert leads with zero leakage.

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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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Vivantio logo

Flexible Software. Focused Service.

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Vivantio is a leading provider of service management software for both internal- and external-facing teams. Centralize your service operations across IT, HR, GRC, Facilities, Finance, Legal and B2B Customer Support.

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SugarCRM logo

Cloud-based customer relationship management (CRM) platform

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SugarCRM is an all-in-one CRM platform that aligns sales, marketing, and service teams to drive enhanced productivity and growth. It's a cost-effective, realiable CRM solution, highly regarded for its user-friendly design, and robust integrations.
Ideal for B2B medium to large-sized companies.

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Ad Orbit logo

End-to-End Ad Operations Solution

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MagHub is your complete ERP solution, created to help you leverage your sales process, increase revenue, and manage your client relationships. With dozens of other integrations and modules available, your entire publishing business is managed with MagHub.

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Corefactors logo

RevOps Enabling AI-powered CRM- A Zero Revenue Leakage Tool

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Corefactors is a RevOps-enabling AI-powered CRM software that automates operations and integrates data across your revenue-generating teams. The solution is easy to customize and designed to handle increasing volumes of data and users without compromising performance.

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