CRM Software with Recurring Tasks

Personalize your search in 2 clicks

Select your company size

Select your industry

Personalize your search in 2 clicks

1. Select your company size2. Select your industry type
just me
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
17 apps
Filter results
1
Clear filters
1
Filters

Nutshell CRM   

340
CRM & sales collaboration tool for small businesses
Experience what the most accessible, powerful, and complete CRM on the market can do for your sales operation. Nutshell is the CRM that works how you work. Read more about Nutshell CRM
CRM & sales collaboration tool for small businesses
Experience what the most accessible, powerful, and complete CRM on the market can do for your sales operation. Nutshell is the CRM that works how you work. Read more about Nutshell CRM

Virtuagym   

61
All-in-One Club Management Software
Virtuagym is a unique, all-in-one fitness solution tailor made for personal trainers and fitness businesses of all sizes. Read more about Virtuagym
All-in-One Club Management Software
Virtuagym is a unique, all-in-one fitness solution tailor made for personal trainers and fitness businesses of all sizes. Read more about Virtuagym

Pipeliner CRM   

75
It's All About Sales! Pipeline management, sales process.`
Pipeliner CRM a sales enablement tool for sales management and salespeople. Focusing on what matters, pipeline + process + focus + analytics for revenue. Read more about Pipeliner CRM
It's All About Sales! Pipeline management, sales process.`
Pipeliner CRM a sales enablement tool for sales management and salespeople. Focusing on what matters, pipeline + process + focus + analytics for revenue. Read more about Pipeliner CRM

HubSpot CRM   

1,972
Everything you need to sell in one integrated suite
HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM. Read more about HubSpot CRM
Everything you need to sell in one integrated suite
HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM. Read more about HubSpot CRM

Capsule   

81
Take care of your customers and sales opportunities
Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time, be more organized and collaborate. Read more about Capsule
Take care of your customers and sales opportunities
Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time, be more organized and collaborate. Read more about Capsule

Scoro   

135
Comprehensive business management software.
Scoro is a cloud-based business management software, covering project & work management, CRM, quoting, billing, advanced reporting, dashboards, and much more. Read more about Scoro
Comprehensive business management software.
Scoro is a cloud-based business management software, covering project & work management, CRM, quoting, billing, advanced reporting, dashboards, and much more. Read more about Scoro

Daylite for Mac   

277
Small business CRM & Project Management for Mac & iOS
Daylite is a Mac CRM for teams of 2-50. Great for Mac businesses in sales, real estate, law, finance, design, photography & consulting. Read more about Daylite for Mac
Small business CRM & Project Management for Mac & iOS
Daylite is a Mac CRM for teams of 2-50. Great for Mac businesses in sales, real estate, law, finance, design, photography & consulting. Read more about Daylite for Mac

Bitrix24   

339
Free collaboration, communication & management tool suite
Bitrix24 is an online -or self-hosted- business collaboration platform providing CRM, document management, tasking, time management, & project management tools. Read more about Bitrix24
Free collaboration, communication & management tool suite
Bitrix24 is an online -or self-hosted- business collaboration platform providing CRM, document management, tasking, time management, & project management tools. Read more about Bitrix24

Teamleader  

22
CRM, invoicing & project planning in a single tool for SME's
- Manage your contacts - Action summary by client - Simple client segmentation. Read more about Teamleader
CRM, invoicing & project planning in a single tool for SME's
- Manage your contacts - Action summary by client - Simple client segmentation. Read more about Teamleader

SME Complete  

0
A complete service management solution for SMBs
SME Complete is a cloud-based solution designed to help service companies manage customers, maintenance, inventory and staff schedules. Read more about SME Complete
A complete service management solution for SMBs
SME Complete is a cloud-based solution designed to help service companies manage customers, maintenance, inventory and staff schedules. Read more about SME Complete

Zoho CRM  

2,914
CRM software that helps you sell smarter, better, faster.
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications. Read more about Zoho CRM
CRM software that helps you sell smarter, better, faster.
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications. Read more about Zoho CRM

Insightly  

430
CRM for lifelong customer relationships.
The CRM for what you value most. Grow your business faster than ever before by building stronger customer relationships over. Read more about Insightly
CRM for lifelong customer relationships.
The CRM for what you value most. Grow your business faster than ever before by building stronger customer relationships over. Read more about Insightly

Flowlu  

35
Online project management & collaboration suite
Flowlu is an online business management toolssuite that provides task management, project management, online invoicing and knowledge management. Read more about Flowlu
Online project management & collaboration suite
Flowlu is an online business management toolssuite that provides task management, project management, online invoicing and knowledge management. Read more about Flowlu

Claritysoft CRM  

49
User-friendly customer relationship management software
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently. Read more about Claritysoft CRM
User-friendly customer relationship management software
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently. Read more about Claritysoft CRM

Azurepath  

15
All in one CRM, sales performance, and cash forecasting tool
Azurepath's CRM automates lead management, reporting, and forecasting for insightful business growth. Free trial and $14.95 per month. Read more about Azurepath
All in one CRM, sales performance, and cash forecasting tool
Azurepath's CRM automates lead management, reporting, and forecasting for insightful business growth. Free trial and $14.95 per month. Read more about Azurepath

BlueCamroo  

5
All-In-One for SMBs - CRM, project management, and more
BlueCamroo is a complete, integrated, and affordable web-based all-in-one online Business Productivity Suite that helps your business manage Sales, Customers, and Projects more efficiently and profitably. So what is BlueCamroo? *It’s a complete, integrated and affordable web-based application that helps you track and manage your sales leads,… Read more about BlueCamroo customers, contacts, opportunities and projects. *It’s a collaboration platform that keeps your team in the loop and communicating. *It’s a support ticketing system that helps you deliver great customer service. *It’s social network monitoring that finds sales opportunities and spots service issues across Twitter, LinkedIn and Facebook. *It’s time tracking, expenses management, invoicing, online payments, and invoice reminders that keep your cash flowing. *It’s automated processes that run 24/7 to capture leads, chase up tasks, respond to customers and manage billing And much more...
All-In-One for SMBs - CRM, project management, and more
BlueCamroo is a complete, integrated, and affordable web-based all-in-one online Business Productivity Suite that helps your business manage Sales, Customers, and Projects more efficiently and profitably. So what is BlueCamroo? *It’s a complete, integrated and affordable web-based application that helps you track and manage your sales leads,… Read more about BlueCamroo customers, contacts, opportunities and projects. *It’s a collaboration platform that keeps your team in the loop and communicating. *It’s a support ticketing system that helps you deliver great customer service. *It’s social network monitoring that finds sales opportunities and spots service issues across Twitter, LinkedIn and Facebook. *It’s time tracking, expenses management, invoicing, online payments, and invoice reminders that keep your cash flowing. *It’s automated processes that run 24/7 to capture leads, chase up tasks, respond to customers and manage billing And much more...

8am  

0
Contact Management and Calendar tool
8am is an easy to use CRM with shared contacts, notes and files, calendars, events, tasks, reminders, and more — all at your fingertips!  Read more about 8am

8am

0
Contact Management and Calendar tool
8am is an easy to use CRM with shared contacts, notes and files, calendars, events, tasks, reminders, and more — all at your fingertips!  Read more about 8am
Filter by
Avg. User review

CRM Category Leaders Q1 2019

GetApp's quarterly ranking showcases the leading 10-15 CRM apps based in the cloud. Each app is scored using five factors, worth 20 points each, for a total possible score out of 100. These factors include user reviews, integrations, mobile app availability, functionality, and security. Each app's score is independent of commercial interests and existing relationships that GetApp has with app vendors.

Scroll down for more details about inclusion criteria and scoring.

Score
ReviewsIntegrationsMobileFunctionalitySecurity
75
75
Reviews 20/20
Integrations 20/20
Mobile 16/20
Functionality 19/20
Security -/20
70
70
Reviews 17/20
Integrations 17/20
Mobile 18/20
Functionality 18/20
Security -/20
69
69
Reviews 12/20
Integrations 13/20
Mobile 13/20
Functionality 16/20
Security 15/20
66
66
Reviews 11/20
Integrations 12/20
Mobile 13/20
Functionality 15/20
Security 15/20
66
66
Reviews 17/20
Integrations 17/20
Mobile 14/20
Functionality 18/20
Security -/20
64
64
Reviews 10/20
Integrations 16/20
Mobile 14/20
Functionality 10/20
Security 14/20
62
62
Reviews 16/20
Integrations 16/20
Mobile 14/20
Functionality 16/20
Security -/20
61
61
Reviews 17/20
Integrations 16/20
Mobile 13/20
Functionality 15/20
Security -/20
60
60
Reviews 17/20
Integrations 12/20
Mobile 13/20
Functionality 18/20
Security -/20
58
58
Reviews 8/20
Integrations 6/20
Mobile 16/20
Functionality 13/20
Security 15/20
58
58
Reviews 15/20
Integrations 16/20
Mobile 13/20
Functionality 14/20
Security -/20
57
57
Reviews 9/20
Integrations 10/20
Mobile 14/20
Functionality 10/20
Security 14/20
57
57
Reviews 11/20
Integrations 12/20
Mobile 15/20
Functionality 12/20
Security 7/20
56
56
Reviews 12/20
Integrations 4/20
Mobile 13/20
Functionality 14/20
Security 13/20
56
56
Reviews 13/20
Integrations 16/20
Mobile 13/20
Functionality 14/20
Security -/20

Who is the ranking for?

GetApp's Category Leader ranking is for business owners and decision makers looking for a comprehensive list of the leading cloud-based software products in the industry.

The ranking serves as a point of reference highlighting key factors that small businesses should look at when assessing a piece of software. These factors include user perception (reviews), compatibility (integrations and mobile compatibility), market presence (media presence), and security features (security).

How are the scores calculated?

An app's score is calculated using five unique data points, each scored out of 20, giving a total score out of 100. The ranking and scoring methodology ensure complete impartiality and independence from any relationships that GetApp has with app vendors.

User Reviews *

Review scores are calculated using reviews collected from GetApp and its sister sites, Software Advice and Capterra. Scores are calculated based on the total number, average rating, and recency of reviews.

The number of reviews and average user rating are scaled against the category average. A weighting is then applied to reward recency of user reviews: reviews written in the last 6 months score up to 10 points, those written between 6 and 12 months ago score up to 6 points, and those more than 12 months old score up to 4 points. These numbers are added together to give a total maximum score of 20.

Integrations

Integration scores factor in a number of variables. Up to 16 points are awarded based on the number of integrations an app has; the first 10 points are awarded based on the number of integrations relative to the category average, while 4 points are awarded based on the number of integrations relative to the leaders in the category. An additional 5 points is awarded for an integration with Zapier, a widely used software integration platform, while an extra point is given for having an open API. The total possible score for integrations is 20 points.

Mobile Platforms *

Mobile scores are calculated based on the availability of an iOS and Android app. 5 points are awarded for the presence of each app, with an additional 10 points being awarded for the number and average rating of reviews in both the App Store and Google Play. These review scores are calculated and scaled against the competition for a maximum of 5 points per platform and an overall maximum score of 20.

If there isn't a native iOS or Android app, the product's website is assessed using Google's PageSpeed Insights to measure mobile usability. The score is returned out of 100, then scaled to a score out of 5 for a maximum of 5 points.

Media Presence

Media presence is calculated using the number of Twitter followers and Facebook fans that an app has. The number of fans and followers are added together, and each app is scored based on this overall number, compared with others in the category. The first 15 points are awarded for the combined number of followers and fans scaled against the category average, while the final 5 points are awarded for the combined number of followers and fans scaled against the top leaders in the category. These two scores are added together for a total out of 20 points.

Security

Security scoring is calculated using answers from a vendor-completed survey. The questions in the survey are based on the Cloud Security Alliance self-assessment form as part of the Security, Trust & Assurance Registry. With 15 questions, each answer is assigned a point value based on vendor response, with additional points given for security certifications, for a maximum possible score of 20.

In the event of a tie, each data point is weighted for importance, with security taking precedent, followed by reviews, integrations, mobile apps, and media presence, respectively.

* All data points combining calculations for both ratings and reviews are calculated using a Bayesian estimate, which is a weighted average that includes the number of reviews and the rating of an app, benchmarked against others in the category.