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CRM Software with Projections (2026)

Last updated: April 2026

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CRM Software Key Features

    Based on 25640 user opinions, we identified 6 features that are important for any product in CRM Software

  • Contact Management

    Manage, organize, and store contact information

    Average user rating

    4.5

  • Lead Management

    Store information about leads or contacts and track, manage and nurture them throughout the sales process

    Average user rating

    4.4

  • Sales Pipeline Management

    Pipeline view and tracking lead status

    Average user rating

    4.4

  • Contact Database

    Centralized database of stakeholders and their contact information such as names, address, phone number etc.

    Average user rating

    4.5

  • Reporting/Analytics

    View and track pertinent metrics

    Average user rating

    4.3

  • Lead Capture

    Automatically identify and save contact information of potential customers

    Average user rating

    4.4
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User rating

76 software options

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation, social collaboration, and more.

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ClickUp logo

Productivity platform for marketing agencies

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ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

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Zoho CRM logo

Customer relationship management solution

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Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.

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Zendesk Suite logo

AI powered customer service across all channels

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Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

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Airtable logo

AI-Powered, No-Code App Building Platform

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Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

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eWay-CRM logo

Customer relationship management solution

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eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

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Odoo logo

All-in-one open-source business software

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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.

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Flowlu logo

Work automation and team collaboration in one platform.

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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.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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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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Quickbase logo

Dynamic work management and project platform

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Improve your team's accountability and productivity with a flexible CRM that matches your complex sales process exactly. Track tasks, leads, and opportunities in real time. Built-in mobile forms and workflows keep everything moving and automated reporting keeps your stakeholders in the know.

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Scoro logo

Manage projects, resources, and finances in a single system

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Collaborate with customers from the first quote to the final bill in a single platform. Get a complete overview of each client. Grow your sales pipeline. Know how your deals are progressing. Forecast revenue, monitor closing probability, and act promptly if you need to find more work.

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Caspio logo

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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Podio logo

Cloud-based tool for collaborating on and managing projects

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Podio is a business software that helps teams work together more effectively. It provides a centralized platform for managing projects, tasks, and communication. Podio caters to a range of industries, including accounting, real estate, and marketing agencies, enabling teams to streamline their workflows and boost productivity.
A tool that your team will love to use, that's entirely customizable to suit how you run projects most efficiently.

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FollowUp CRM logo

Free CRM for construction

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Followup CRM construction CRM & sales platform designed to help contractors measure, record & streamline the sales process.

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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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Striven logo

Collaborative ERP for business process management

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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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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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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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Users also considered
Sage 100 logo

Enterprise resource planning software

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Sage 100 is a customizable business management solution that helps businesses automate financials, operations, and payroll, providing complete visibility into the operations. Sage 100 grows with the business, allowing teams to scale and meet specific needs as a small or medium-sized enterprise.

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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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Users also considered
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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Users also considered
17hats logo

The Premier Small Business Management Platform

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17hats helps freelancers and small businesses manage projects, marketing, contracts, accounting, online payments, and more. The centralized dashboard in the application displays action items, urgent notifications, upcoming calendar events, and weather forecasts to streamline daily operations.

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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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WORKetc logo

Business management system for SMBs

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WORKetc helps to manage the customer lifecycle from lead capturing, assigning & nurturing, to sales pipeline and contact management, to interaction tracking.

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Visual Planning logo

Resource management, scheduling and planning solution

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Visual Planning integrates contact, task, and schedule management in one place. Track leads, monitor customer interactions, and plan follow-ups with visual dashboards. Ensure your teams have real-time access to client data for better relationships and sales outcomes.

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