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Top Rated CRM Software with Process workflow automation - Page 9

Last updated: September 2026

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249 software options

isoCRM logo
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Sales Service telesales omnichannel sales force

Prepare your pre-sales to generate results.

Sales teams armed with information meet goals.

The sales flow is efficient and organized.

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Fyrestone CRM logo
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Cloud-based business management software

Simplify your business with Fyrestone CRM. Manage contacts, send quotes, book jobs, and get paid—all from a single dashboard. Designed for growing businesses that need structure, automation, and flexibility without the complexity of bloated enterprise systems.

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DeepCRM logo
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Sales CRM for WhatsApp, AI and post-sale operations

DeepCRM centralizes sales pipelines, WhatsApp, Instagram, email, AI qualification, automated follow-ups and post-sale operations for Brazilian SMBs, giving teams one view of every lead, conversation, proposal, contract, project and support request.

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Picky Assist logo
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Cloud-based WhatsApp CRM & automation for SMBs

Cloud-based multichannel messaging and CRM platform for SMBs and enterprises, combining WhatsApp automation, team inbox, and no-code.

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Veritouch logo
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CRM software for improving client engagement

CRM solution based on Dynamics 365, designed for financial services companies like banks, insurance firms, and credit unions.

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CRMLeaf logo
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CRM, HR & Payroll in One Place

CRMLeaf is an all-in-one CRM, HR, and Payroll platform that helps businesses manage customers, employees, payroll, projects, and workflows from a single system. It improves productivity, automates operations, and simplifies business management for growing teams.

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Knack logo

The most secure app and database builder for businesses.

Build custom no-code apps with a relational database, workflows, and user permissions. Includes Knack Health for HIPAA-ready healthcare applications.

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EngagePackage logo
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Customer engagement software

EngagePackage is a customer engagement software designed to help businesses in the retail, food and beverage, and other sectors collect customer data to create engagement strategies. Administrators can analyze key customer-centric key performance indicators (KPIs), demographic data, and behavioral segmentations using a unified interface.

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Broker Web Portal logo
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Digital portal for insurance broker operations

Broker Web Portal is a pre-built solution for insurance brokers to manage policies, claims, and customer relationships. It features quoting tools with automated data pulling, premium calculation, policy management with version control, invoicing, and real-time claims tracking. It includes customer management with centralized data, analytics dashboards, and role-based access. The portal integrates with insurance core systems and CRMs.

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Formaloo logo

The most powerful form builder for modern workflows

Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever.

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Raapyd Sales Force Automation logo
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Tool that simplifies sales operations

Raapyd Sales Force Automation (SFA) offers digital tools that helps streamline various sales processes by automating time-consuming and repetitive tasks such as managing leads, sales forecast generation, data entry, and workflow automation.

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Auto Form CRM logo
(0)

All-in-one WordPress CRM and marketing platform

A complete CRM for freelancers, agencies, and small teams — contact management with custom-field segmentation, a visual deal pipeline, and workflow automation. Native WooCommerce sync, plus email, live chat, and SMS in one platform. All features in every plan, from $149/year.

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Smart Agent CRM logo
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CRM for health and Medicare insurance agents

Smart Agent CRM is a Salesforce-based customer relationship management platform for U.S. health and Medicare insurance agents. It offers automated contact eligibility tracking, carrier book sync, commission dashboards, and compliance documentation with timestamps. Features include quote engine, e-signature, calendar, and email integrations, plus digital scope of appointment and policy lifecycle management tools.

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ServiceTrac logo
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Cloud-based service reference management software

ServiceTrac is a cloud-based reference management software that helps businesses handle sales and service operations on a unified platform. The tool allows executives to generate customizable reports, providing insights into the performance of different regions and teams.

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Flowzo_CRM logo
(0)

Connect Every Lead. Automate Every Follow-Up.

FlowZo.ai is an all-in-one CRM for lead management, sales pipelines, workflow automation, Email Sequences, WhatsApp, CallSync, Meta integrations, reports, and multi-channel customer engagement.

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Bigly Sales logo
(0)

Turn your dead leads into gold!

Close more deals with Bigly Sales AI Sales Agents. Unleash the power of AI to dominate your sales targets with your automated Sales Team.

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Superleap logo
(0)

AI-powered CRM for modern sales teams

Superleap CRM is an artificial intelligence-powered customer relationship management platform designed for sales teams. The software includes lead management capabilities, marketing automation across multiple channels, voice intelligence for call recording and transcription, and workflow automation tools. It features a mobile application for field teams with GPS tracking and route planning functionality, along with customizable dashboards and real-time analytics reporting.

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Atys logo
(0)

Conversational CRM, sales and automation in one place

Atys is a conversational CRM and customer engagement platform that centralizes WhatsApp and digital conversations, sales pipelines, marketing, contacts and workflow automation.

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Chakra Sales logo
(0)

A sales-oriented CRM for SMBs to organize the sales process

Chakra Sales CRM is a customer relationship management (CRM) solution tailored for small businesses to organize and streamline their pipeline management and market automation.

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Message.help logo
(0)

Centralize, automate and manage sales chats with ease

A smarter way to sell through messaging apps. Manage customer chats, close more deals, and grow your business — all in one place.

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Cliky CRM logo

Sales Field Automation to Streamline Your Field Process

Cliky CRM is a customer relationship management (CRM) solution that helps streamline all phases of the business process, minimizing the time that representatives need to spend on each phase and enabling users to build relationships with customers and close deals.

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Plantt logo
(0)

Customer Relationship Management with AI communication

Plantt is a success intelligence platform that uses artificial intelligence to communicate with customers and manage relationships through automatic messaging. The system reaches customers through email, SMS, or direct message to understand customer behavior and analyze relationship strength. Additionally, Plantt integrates with slack that provides daily reminders as to which customers are in need of outreach.

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Forekast logo
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CRM + CSM + KAM in a simple to use platform.

Forekast is a best-in-class client relationship manager (CRM) with CSM and KAM functionality baked into it's core.

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Lilypad logo
(0)

Cloud-based sales force automation tool for beverage firms.

Lilypad is a cloud-based sales force automation platform designed for beverage sales teams. It offers various features such as collaboration tools, cross-tier communication, activity management, and placement tracking to help optimize daily sales processes. The platform enables sales teams to streamline digital asset management on the field, track progress in real time, and handle log commitments on a centralized interface.

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RunSensible logo
(0)

Empower Your Law Firm & Simplify Your Practice with One Seam

RunSensible simplifies legal management with features like time tracking, accounting tools, and case management. It's accessible on desktop and mobile, fosters collaboration, and streamlines processes for legal professionals. RunSensible also offers customizable templates and electronic bill payment

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