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CRM Software with Process/Workflow Automation (2026) - Page 3

Last updated: April 2026

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157 software options

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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Connectif logo

Cloud-based eCommerce data automation platform

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Connectif is an all-in-one marketing automation platform powered by AI. It centralizes first-party data from known and anonymous users across all channels, giving eCommerce businesses the vision to communicate with customers with emotional intelligence and context at scale.

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Obat logo

Comprehensive tool designed for construction specialists

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Obat is a tool designed for building specialists. It offers a host of relevant features which can be adapted to meet the requirements of small and large companies in this sector. Obat also includes an invoicing function with customizable documents available in company colors.

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Rasayel logo

All-in-one B2B sales platform for WhatsApp

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Rasayel is a customer communications platform built to help you sell better over WhatsApp.

Rasayel is a Meta Business Partner.

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Escala logo
Category Leaders

CRM and marketing automation platform

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Escala is a marketing automation platform that helps businesses manage customers and streamline ad campaigns. Users can create landing pages and forms by customizing templates and publishing them according to requirements.

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Upnify CRM logo
Category Leaders

Web-based customer relationship management (CRM) solution

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Upnify CRM is a customer relationship management solution that allows business owners to keep track of their contacts, maximize business opportunities, and make their conversations more productive. The software supports managers in all phases of the sales process, from the beginning to the end.

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Oorwin logo

AI-Powered Talent Intelligent Platform

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Oorwin: AI-Powered Talent Intelligence Platform

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Workbooks logo

A made-to-measure CRM for an off-the-shelf price.

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Workbooks is the provider of CRM apps designed for small and mid-size organizations. Our suite of software enables clients to accelerate sales growth, improve marketing execution, streamline business processes and improve the customer support they deliver.

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SuperOffice CRM logo

CRM software for sales, marketing & customer service teams

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SuperOffice is an award winning CRM platform created to enable sales, marketing and customer service teams deliver a personalized customer experience

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SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

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CRM built for B2B teams that need disciplined follow-up, pipeline visibility, and revenue consistency.

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Deepser logo

IT service desk, CRM, and asset management software

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Deepser is a cloud-based CRM that enables businesses to handle sales opportunities and customer requests by routing tasks to the relevant teams. It offers lead management, sales funnel, workflow, quote creation, survey, catalog, price list, reporting and much more. Digitize, automate, optimize.

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OneHash CRM logo

World's 1st FaaS(FOSS+SaaS)

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OneHash CRM is a comprehensive business management solution that helps SMEs to record all their business transactions in a single system. With OneHash CRM, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition.

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Rolldog logo

Customer relationship management solution

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Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

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Ontraport logo

Sales, marketing, and communication management software

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Ontraport helps businesses streamline sales, marketing, customer communication, and other operations on a unified portal. The marketing automation tools let organizations create, run, and manage marketing campaigns using customizable templates and send targeted emails or text messages to customers.

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Lofty logo

AI-Powered Real Estate CRM & lead generation software

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All-in-one AI-powered CRM and marketing platform helping real estate professionals generate leads, engage clients, and close deals.

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Orderry logo

Cloud service management software and CRM for repair shops

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Orderry is a cloud-based service management solution for repair businesses that offers automation and productivity-enhancing tools. It helps manage orders, clients, tickets, and inventory for general repair, full-service or a chain of high-volume shops.

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Redtail CRM logo

Web-based CRM for financial professionals

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Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

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The Newspaper Manager logo

Software for managing customer relations and sales pipeline

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Newspaper Manager is a cloud-based CRM software designed to help businesses manage customer relationships via a sales pipeline opportunities module, an order management system to handle print orders, events, and digital products, a billing module, and an accounts receivable system.

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BrandWide logo

Franchise sales, marketing & operations solution

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BrandWide is a franchise sales, marketing & operations solution which enables entire franchises to connect corporate offices & franchisee locations with branded CRM & marketing tools, plus a range of other features like lead capture, appointments & tasks, sales forecasting, & more

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Sellsy logo

CRM, invoicing, automation, marketing (+ more) in one place!

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The all-in-one sales suite to take the headache out of customer relationships. Manage your CRM, customer support portal, invoicing, and more from one platform!

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CivicPlus SeeClickFix 311 CRM logo

311 request and work management application

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SeeClickFix 311 CRM enables efficient resident-government communication, streamlining request management and enhancing engagement with reporting tools.

Read more about CivicPlus SeeClickFix 311 CRM

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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BNC IBIS logo

Cloud CRM for selling on construction projects.

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IBIS is a game-changer solution for managing project sales. The system enables opportunity-based sales forecasting to provide greater accuracy through integration with BNC Intelligence for construction projects.

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Serviceform logo

AI-powered conversations for better website conversions

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Serviceform is a website conversion platform that helps businesses engage visitors, capture leads, and manage conversations using AI agents, chatbots, live chat, and forms—all from one centralized system.

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Initiative CRM logo

CRM for B2B companies

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Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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