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CRM Software with Task Scheduling (2026) - Page 4

Last updated: April 2026

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172 software options

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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InfoFlo logo

HIPAA compaliant case management software

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Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

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Blitz logo

Automate sales & marketing follow up activities

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Blitz is a sales management platform that automates sales tasks, processes, and follow-up activities when working with clients, leads, and referrals, and helps keep management and sales teams up to date and on the same page while communicating with contacts

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Method CRM logo

The most customizable QuickBooks CRM

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The #1 QuickBooks CRM—Method CRM: extend the power of QuickBooks Online and Desktop by managing leads, tracking sales, improving customer service, and automating tasks with ease. Say goodbye to double data entry and hello to all that extra time you just saved for growing your business.

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FURIOUS logo

All-in-one ERP built for agencies and consulting firms

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Furious is the all-in-one ERP built for agencies, consulting firms, and professional services companies.

Replace up to seven disconnected tools and centralize all your operations — CRM, quoting, project management, time tracking, and finance — in a single real-time platform.

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Contactually logo

Turn relationships into results

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Use Contactually to see all your sales activity on a dashboard, organize contact records into buckets, automate actions, send emails & create pipelines.

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Pepperi logo

Sales Automation & B2B eCommerce for Brands & Wholesalers

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Accelerate growth, reduce overhead and improve transparency by connecting field sales and B2B eCommerce on a single, flexible, enterprise-grade platform. Pepperi - B2B Sales Platform is built for brands & wholesale distributors of consumer goods.

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Deepser logo

IT service desk, CRM, and asset management software

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Deepser is a cloud-based CRM that enables businesses to handle sales opportunities and customer requests by routing tasks to the relevant teams. It offers lead management, sales funnel, workflow, quote creation, survey, catalog, price list, reporting and much more. Digitize, automate, optimize.

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Ummense logo

A software tool for managing workflows and teams

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Ummense is a solution for managing workflows and teams, where users can create editable workflows from ready-made templates and centralize all the information in a management dashboard, including tasks, deadlines, team interactions, and more. Available in Portuguese for the Brazilian market.

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ServiceOS logo

Field service management solution

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ServiceOS is designed to automate countless interactions for you. From crew management and job scheduling to invoicing and payments. The future is now and taking your business to the next level has never been easier.

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OneHash CRM logo

World's 1st FaaS(FOSS+SaaS)

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OneHash CRM is a comprehensive business management solution that helps SMEs to record all their business transactions in a single system. With OneHash CRM, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Rolldog logo

Customer relationship management solution

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Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

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Ontraport logo

Sales, marketing, and communication management software

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Ontraport helps businesses streamline sales, marketing, customer communication, and other operations on a unified portal. The marketing automation tools let organizations create, run, and manage marketing campaigns using customizable templates and send targeted emails or text messages to customers.

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Orderry logo

Cloud service management software and CRM for repair shops

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Orderry is a cloud-based service management solution for repair businesses that offers automation and productivity-enhancing tools. It helps manage orders, clients, tickets, and inventory for general repair, full-service or a chain of high-volume shops.

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Redtail CRM logo

Web-based CRM for financial professionals

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Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

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Private Practice Software logo

Healthcare practice and patient management tool

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Private Practice Software (PPS) is a practice management software for private healthcare organizations of all sizes, including solo practitioners, large clinics, and hospitals. The patient management software creates treatment notes, manages appointments, generates marketing reports and more.

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combit CRM logo

Cloud-based customer relationship management software

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combit CRM is an on-premise and cloud-based software that helps businesses generate leads, handle marketing campaigns and streamline client communication through a centralized platform.

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Sellsy logo

CRM, invoicing, automation, marketing (+ more) in one place!

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The all-in-one sales suite to take the headache out of customer relationships. Manage your CRM, customer support portal, invoicing, and more from one platform!

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PharmaWRK logo

A New-Age Healthcare CRM

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PharmaWRK is a comprehensive tool designed to enhance the efficiency and effectiveness of medical representatives in the healthcare industry.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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BNC IBIS logo

Cloud CRM for selling on construction projects.

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IBIS is a game-changer solution for managing project sales. The system enables opportunity-based sales forecasting to provide greater accuracy through integration with BNC Intelligence for construction projects.

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PROMYS logo

Cloud-based CRM, Help Desk, and PSA software.

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CRM with built in quoting, quote revisions automatically update the sale forecast, 360' mobile view of all customer operational data and transaction information

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Axelor logo

Cloud-based ERP solution for small to midsize businesses

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Axelor is an open source ERP, CRM, and BPM platform powered by AI and Low Code. Modular and customizable, it combines business apps, workflows, analytics, portals, and 1,500+ connectors to help organizations build flexible, intelligent, and scalable management systems.

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VobeSoft logo

No-code Business Software

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VobeSoft is a business software solution that configures a cloud database into business solutions without coding. Companies can use a pre-defined template or build custom enterprise applications.

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