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CRM Software with Scheduling
Last updated: December 2024
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Key Features of CRM Software
Based on GetApp's analysis of 10831 verified reviews collected between July, 2021 and August, 2024
- Contact Management: Reviewers appreciate gathering all contact information in one place, enabling detailed reporting, analysis, and easy customization for strategic planning and follow-ups. 93% of reviewers rated this feature as important or highly important.
- Sales Pipeline Management: Users highlight the visual representation, customizable stages, and detailed tracking of deals, which aid in forecasting, prioritizing efforts, and improving sales efficiency. 89% of reviewers rated this feature as important or highly important.
- Lead Management: Reviewers value the ability to prioritize, score, and track leads, enhancing personalized communication and improving conversion rates through automated follow-ups and comprehensive interaction tracking. 89% of reviewers rated this feature as important or highly important.
- Reporting/Analytics: Users find the customizable reports and dashboards essential for tracking KPIs, analyzing trends, and making data-driven decisions to optimize sales and marketing strategies. 86% of reviewers rated this feature as important or highly important.
- Lead Capture: Reviewers note the importance of capturing leads from various sources, ensuring no opportunities are missed, and automating follow-up activities to streamline the sales process. 85% of reviewers rated this feature as important or highly important.
- Task Management: Users emphasize the ability to organize, assign, and track tasks, enhancing collaboration, productivity, and timely follow-ups, ensuring efficient project management. 85% of reviewers rated this feature as important or highly important.
167 software options
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Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them.
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Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter
Users also considered
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach their customers through every channel, including telephone, email, social media, and live chat.
Users also considered
Bigin is a pipeline-centric customer relationship management software designed to help small businesses manage sales pipelines, schedule follow-ups, and update customer records.
Users also considered
NetSuite provides organizations with an integrated system helps them run their business. More than 40,000 organizations around the world use NetSuite to more easily grow and adapt to change.
Users also considered
Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.
Users also considered
Copper is the easy-to-use CRM that’s designed for and recommended by Google. Get started in minutes.
Users also considered
TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency, decision-making, and customer satisfaction with our all-in-one solution.
Users also considered
InfoFlo software is the most intuitive CRM software on the market. It's perfect for managing customer relationships. With InfoFlo you can now manage all emails, documents, tasks, invoices, sales/opportunities, tasks, calendar events in one simple to use interface
Users also considered
HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication. Start a 7 day free trial today.
Get started with a 7 day free trial today.
Get started with a 7 day free trial today.
Users also considered
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business needs such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting are met through this all-in-one software solution designed for every company, regardless of size and budget
Users also considered
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data
Users also considered
ClickUp is a fundamentally new way to work - bringing separate apps like tasks, docs, spreadsheets, goal tracking, resources, and even an inbox, together in one place. It's the convergence of the best productivity and collaboration apps. Finally, there's one app to replace them all.
Users also considered
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.
Users also considered
Marketing 360 is trusted by over 20,000 small businesses. Business owners use our business growth platform because the technology gives them everything they need to manage and grow their business in one place.
Users also considered
EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform.
Users also considered
Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your customers with communities. Track key contact center metrics in real-time. And enable every employee to deliver outstanding service at every point of interaction.
Users also considered
eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage their customers, contacts, sales, projects and marketing.
It also 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.
It also 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.
Users also considered
JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!
Users also considered
Job Tracking & Invoicing Functionality Through Your Mobile Device .Instant Access to Your Customer Info from any Device. Includes Tools for Quoting, Scheduling, Job tracking, Billing & Invoicing, Electronic Payments, QuickBooks integration, and a growing list of other great features.
Users also considered
Agiled is a cloud-based business management software designed to help businesses of all sizes manage invoicing, contracts, employees, finances, and other operations on a unified portal. Its project management capabilities allow organizations to handle tasks, project details, and team members using customizable templates, view, edit and share schedules with clients using Gantt Charts and create and assign tasks to teams.
Users also considered
Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.
Users also considered
Built and Trusted By 1000s of Service Pros! Complete Paperless Job Management: Leads, Estimates, Team Scheduling, Running Jobs from the Field, Time Tracking, Dispatch Mapping, Invoices, Payments and More! Fully integrated with Quickbooks. Award-Winning: Most User-Friendly and Most Affordable.
Users also considered
ONLYOFFICE Workspace is a secure web office integrated with CRM, document and project management, email, calendar, chat and internal social network, all to organize your teamwork in one place.
Users also considered
Commusoft, trusted by 10,000+ contractors, streamlines operations for apartments, hotels, and offices. Equip your team with advanced service contracts, PPM, and SLA capabilities. Our self-service portal reduces admin work, while automation, lead conversion, and profitability insights drive growth.
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