CRM Software with Status Reporting

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monday.com   

1,773
Project Management Made Easy
monday.com, an award-winning tool, makes an ideal solution for customer relationship management with a highly secure and reliable environment for your customer data and privacy. Easily manage customer relations with effective automations, integrations, dashboards and multiple data views. Read more about monday.com
Project Management Made Easy
monday.com, an award-winning tool, makes an ideal solution for customer relationship management with a highly secure and reliable environment for your customer data and privacy. Easily manage customer relations with effective automations, integrations, dashboards and multiple data views. Read more about monday.com

Kintone   

51
Agile, No-code Business Application Platform
Ditch the pre-packaged, one-size-fits-all software and build a fully customizable CRM solution that meets your business exact needs. Read more about Kintone
Agile, No-code Business Application Platform
Ditch the pre-packaged, one-size-fits-all software and build a fully customizable CRM solution that meets your business exact needs. Read more about Kintone

Scoro   

134
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

Kaseya BMS   

16
Business management solution for IT departments & MSPs
Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data. Read more about Kaseya BMS
Business management solution for IT departments & MSPs
Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data. Read more about Kaseya BMS

HarmonyPSA   

15
The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources
The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources

JobNimbus  

214
Truly Simple CRM & Project Management
JobNimbus is an all-in-one CRM (customer relationship management) and project management software to manage contacts, projects and tasks. JobNimbus is designed using a simple and intuitive interface for ease of use and greater speed. The CRM software is tailored for freelancers and small businesses. Read more about JobNimbus JobNimbus enables team communication and collaboration with file sharing, task management, lead management, workflow automation, and more. JobNimbus provides mobile access to your projects, contact and task information and is compatible with PC, Mac, Android, BlackBerry, iPhone/iPad, and Windows Phone.
Truly Simple CRM & Project Management
JobNimbus is an all-in-one CRM (customer relationship management) and project management software to manage contacts, projects and tasks. JobNimbus is designed using a simple and intuitive interface for ease of use and greater speed. The CRM software is tailored for freelancers and small businesses. Read more about JobNimbus JobNimbus enables team communication and collaboration with file sharing, task management, lead management, workflow automation, and more. JobNimbus provides mobile access to your projects, contact and task information and is compatible with PC, Mac, Android, BlackBerry, iPhone/iPad, and Windows Phone.

Vymo  

20
Mobile-first intelligent sales assistant for field sales
Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more… Read more about Vymo
Mobile-first intelligent sales assistant for field sales
Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more… Read more about Vymo

Copper  

350
(formerly ProsperWorks) The only CRM recommended for Google
Copper - formerly ProsperWorks - is the only CRM recommended for Google, and allows your team to focus on what they do best - closing more deals. Read more about Copper
(formerly ProsperWorks) The only CRM recommended for Google
Copper - formerly ProsperWorks - is the only CRM recommended for Google, and allows your team to focus on what they do best - closing more deals. Read more about Copper

Quick Base  

190
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
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

Close  

125
Close More Deals. Make More Sales.
With built-in calling, SMS, and email all in one platform, Close is designed to help you close more deals. Try 100% free at https://app.Close/signup/ Read more about Close
Close More Deals. Make More Sales.
With built-in calling, SMS, and email all in one platform, Close is designed to help you close more deals. Try 100% free at https://app.Close/signup/ Read more about Close

Acumatica Cloud ERP  

28
Cloud-based ERP system for businesses of all sizes
Acumatica Cloud ERP is an integrated manufacturing software suite for mid-sized businesses with financial, customer, and distribution management, and eCommerce. Read more about Acumatica Cloud ERP
Cloud-based ERP system for businesses of all sizes
Acumatica Cloud ERP is an integrated manufacturing software suite for mid-sized businesses with financial, customer, and distribution management, and eCommerce. Read more about Acumatica Cloud ERP

ExxpertApps  

9
All-In-One Next Generation Enterprise Application in the Cloud
ExxpertApps is more than a CRM because it also manages mass communications, marketing campaigns, procurement, invoicing and eBusiness transactions. Read more about ExxpertApps
All-In-One Next Generation Enterprise Application in the Cloud
ExxpertApps is more than a CRM because it also manages mass communications, marketing campaigns, procurement, invoicing and eBusiness transactions. Read more about ExxpertApps

Savii Care  

13
Home care software for private duty home care providers
Savii Care's integrated CRM allows agencies to track referrals, contact and accounts and measure ROI on marketing activities. Read more about Savii Care
Home care software for private duty home care providers
Savii Care's integrated CRM allows agencies to track referrals, contact and accounts and measure ROI on marketing activities. Read more about Savii Care

Callbox Pipeline  

2
Multi-channel lead management & marketing automation
Callbox Pipeline is a multi-channel CRM and marketing automation platform with lead management features, real-time data and reporting that powers outsourced lead generation programs through its multi-channel marketing capabilities. Read more about Callbox Pipeline
Multi-channel lead management & marketing automation
Callbox Pipeline is a multi-channel CRM and marketing automation platform with lead management features, real-time data and reporting that powers outsourced lead generation programs through its multi-channel marketing capabilities. Read more about Callbox Pipeline
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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.