CRM Software with Rules-Based Workflow

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23 apps

Quick Base   

215
The easiest way to build your own apps without code.
Quick Base is an application building platform which allows users to create customized business apps with no coding required. The enterprise-ready solution offers tools including workflow automations, notifications and reminders, task management, team collaboration, interactive dashboards, and more. Read more about Quick Base
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The easiest way to build your own apps without code.
Quick Base is an application building platform which allows users to create customized business apps with no coding required. The enterprise-ready solution offers tools including workflow automations, notifications and reminders, task management, team collaboration, interactive dashboards, and more. Read more about Quick Base
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Zoho CRM   

4,341
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
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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
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Spiro   

27
Work Smarter, Close Faster.
A new approach to CRM - proactive relationship management - that helps sales teams work smarter and close more deals. Read more about Spiro
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Work Smarter, Close Faster.
A new approach to CRM - proactive relationship management - that helps sales teams work smarter and close more deals. Read more about Spiro
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Salesmate   

66
93 pts
CRM, sales management, automation & acceleration software
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. Read more about Salesmate
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CRM, sales management, automation & acceleration software
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. Read more about Salesmate
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Capsule   

100
83 pts
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
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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
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Insightly   

484
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
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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
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User.com   

25
The engine of growth. An all in one solution for user data.
User.com is marketing automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers, reaching them through a wide range of communication channels: email, live chat, chatbot, push notifications, and many more; all available in one place. Read more about User.com
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The engine of growth. An all in one solution for user data.
User.com is marketing automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers, reaching them through a wide range of communication channels: email, live chat, chatbot, push notifications, and many more; all available in one place. Read more about User.com
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GreenRope   

145
Complete CRM for sales, marketing, and operations
GreenRope is a scalable CRM & marketing automation tool, enabling businesses to consolidate sales, marketing and operations data, in order to streamline & grow their business. The cloud-based platform contains modules for sales, marketing, and operations to close deals, gain leads, and collaborate. Read more about GreenRope
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Complete CRM for sales, marketing, and operations
GreenRope is a scalable CRM & marketing automation tool, enabling businesses to consolidate sales, marketing and operations data, in order to streamline & grow their business. The cloud-based platform contains modules for sales, marketing, and operations to close deals, gain leads, and collaborate. Read more about GreenRope
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Method:CRM   

65
The #1 rated CRM for QuickBooks Desktop and Online users
The Best QuickBooks CRM on the market - rated #1 CRM on Intuit’s apps.com. Streamline your business from lead to repeat and anything in between with Method:CRM. Read more about Method:CRM
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The #1 rated CRM for QuickBooks Desktop and Online users
The Best QuickBooks CRM on the market - rated #1 CRM on Intuit’s apps.com. Streamline your business from lead to repeat and anything in between with Method:CRM. Read more about Method:CRM
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ActiveCampaign   

800
Email Marketing, Marketing Automation, CRM/Sales Automation
ActiveCampaign combines contact management with sales & marketing automation, featuring sales reporting, custom pipelines & tasks, and lead scoring. Read more about ActiveCampaign
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Email Marketing, Marketing Automation, CRM/Sales Automation
ActiveCampaign combines contact management with sales & marketing automation, featuring sales reporting, custom pipelines & tasks, and lead scoring. Read more about ActiveCampaign
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APRO CRM   

1
Customer relationship management for real estate
APRO CRM is a cloud-based customer relationship (CRM) management platform, which helps small to medium firms automate lead management and sales optimization. It comes with tools for creating workflow algorithms for users to implement across all stages of client interactions. Read more about APRO CRM
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Customer relationship management for real estate
APRO CRM is a cloud-based customer relationship (CRM) management platform, which helps small to medium firms automate lead management and sales optimization. It comes with tools for creating workflow algorithms for users to implement across all stages of client interactions. Read more about APRO CRM
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Logicbox  

49
Custom-built business management software.
Custom business management software that simplifies. One simple system to incorporate all facets of your workflows, from account management to invoicing to payment processing. Best of all, because Logicbox builds a system specifically for you, choose only the modules you need, with no bloatware. Read more about Logicbox
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Custom-built business management software.
Custom business management software that simplifies. One simple system to incorporate all facets of your workflows, from account management to invoicing to payment processing. Best of all, because Logicbox builds a system specifically for you, choose only the modules you need, with no bloatware. Read more about Logicbox
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FLG  

26
Customer relationship management & workflow automation tool
FLG is a cloud-based CRM system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, automated workflows, marketing automation, integrations, bulk data imports & updates, compliance management, & reporting. Read more about FLG
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Customer relationship management & workflow automation tool
FLG is a cloud-based CRM system, which assists businesses with lead management & process automation. Key features include multi-channel customer contact, appointment scheduling, automated workflows, marketing automation, integrations, bulk data imports & updates, compliance management, & reporting. Read more about FLG
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BizAutomation  

23
Cloud ERP / MRP runs your ENTIRE business - soup to nuts !
@$79.95 / user / mo. BizAutomation runs your ENTIRE business on a single cloud, eliminating the software data duplication problem so common to businesses today. Read more about BizAutomation
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Cloud ERP / MRP runs your ENTIRE business - soup to nuts !
@$79.95 / user / mo. BizAutomation runs your ENTIRE business on a single cloud, eliminating the software data duplication problem so common to businesses today. Read more about BizAutomation
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Apptivo  

463
85 pts
CRM for managing customer accounts
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities. Read more about Apptivo
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CRM for managing customer accounts
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities. Read more about Apptivo
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Drip  

150
See your customers in full color.
Best for ecommerce companies with 10-1,000 employees. Drip is the world's first Ecommerce CRM. Game-changing features include email personalization, purchase intent scoring, Automated Workflows, Drip's Facebook Audiences integration, and more. Learn more and get a demo today. Read more about Drip
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See your customers in full color.
Best for ecommerce companies with 10-1,000 employees. Drip is the world's first Ecommerce CRM. Game-changing features include email personalization, purchase intent scoring, Automated Workflows, Drip's Facebook Audiences integration, and more. Learn more and get a demo today. Read more about Drip
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Movegistics CRM  

36
Transportation, moving & storage solutions
Movegistics CRM is professional move software with pre-move surveys, job costing, CPQ technology, truck loads planning, leads, & storage management capabilities. Read more about Movegistics CRM
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Transportation, moving & storage solutions
Movegistics CRM is professional move software with pre-move surveys, job costing, CPQ technology, truck loads planning, leads, & storage management capabilities. Read more about Movegistics CRM
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NABD System  

38
Omnichannel Customer support & Help Desk software-FREE PLAN
NABD provides a framework to dispatch, analyze, automate, and unify customer interactions with your business to provide excellent customer experience. Read more about NABD System
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Omnichannel Customer support & Help Desk software-FREE PLAN
NABD provides a framework to dispatch, analyze, automate, and unify customer interactions with your business to provide excellent customer experience. Read more about NABD System
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Sprinklr  

53
Social media management, social analytics & strategy planning
Sprinkl offers a range of social media management products to help brands improve their presence on social media channels; increasing engagement, improving insight and becoming more strategic. Sprinkl is a social experience management platform with a suite of applications to ensure brand consistency among both customers and staff. Read more about Sprinklr Sprinklr can be used to align teams, departments and divisions, including Sales, Marketing, Customer Service, PR, Events, and Crisis Management, to ensure one unified social campaign goal and brand message. Products that Sprinklr offers include tools for engagement, listening, publishing, governance, asset management, reporting and more.
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Social media management, social analytics & strategy planning
Sprinkl offers a range of social media management products to help brands improve their presence on social media channels; increasing engagement, improving insight and becoming more strategic. Sprinkl is a social experience management platform with a suite of applications to ensure brand consistency among both customers and staff. Read more about Sprinklr Sprinklr can be used to align teams, departments and divisions, including Sales, Marketing, Customer Service, PR, Events, and Crisis Management, to ensure one unified social campaign goal and brand message. Products that Sprinklr offers include tools for engagement, listening, publishing, governance, asset management, reporting and more.
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LeadSquared  

55
Marketing automation and sales execution platform
LeadSquared CRM software is designed to help you sell faster and increase your sales velocity. Read more about LeadSquared
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Marketing automation and sales execution platform
LeadSquared CRM software is designed to help you sell faster and increase your sales velocity. Read more about LeadSquared
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W3B CRM  

18
Web-based integrated business management solution
W3B Management Solutions is CRM + PM + Online Invoicing. Read more about W3B CRM
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Web-based integrated business management solution
W3B Management Solutions is CRM + PM + Online Invoicing. Read more about W3B CRM
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SalesExec  

18
Lead Management for Call Centers and Sales Teams
Route web leads, inbound phone calls, and improve your sales teams ability to reach and convert more of their leads to paying customers. Read more about SalesExec
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Lead Management for Call Centers and Sales Teams
Route web leads, inbound phone calls, and improve your sales teams ability to reach and convert more of their leads to paying customers. Read more about SalesExec
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Upsales  

0
CRM, Marketing automation and Business Intelligence
CRM and Sales management with functions such as e-signing & subscriptions, effective task management, and pipeline management. Read more about Upsales
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CRM, Marketing automation and Business Intelligence
CRM and Sales management with functions such as e-signing & subscriptions, effective task management, and pipeline management. Read more about Upsales
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