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Top Rated CRM Software with Template management - Page 12

Last updated: September 2026

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333 software options

Digitaleo logo
(0)

Online platform for sending email & SMS communications

Base de données clients et prospects détaillé.

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Tixio logo

Work OS: tasks, wiki, chat, meetings, CRM and HR in one plac

Tixio is a Work Operating System that lets you run your entire organization from one place: tasks, documentation, conversations, meetings, HR and sales. Built for teams that manage day-to-day work online and want the modules connected, without enterprise complexity or enterprise pricing.

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Hibiscus LeadsFlow logo
(0)

Unified platform to capture, manage and nurture leads

Hibiscus LeadsFlow is an all-in-one platform that enables businesses to capture, manage, and nurture their leads.

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Knack logo

The most secure app and database builder for businesses.

Build custom no-code apps with a relational database, workflows, and user permissions. Includes Knack Health for HIPAA-ready healthcare applications.

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EngagePackage logo
(0)

Customer engagement software

EngagePackage is a customer engagement software designed to help businesses in the retail, food and beverage, and other sectors collect customer data to create engagement strategies. Administrators can analyze key customer-centric key performance indicators (KPIs), demographic data, and behavioral segmentations using a unified interface.

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WelcomeHome logo
(0)

Healthcare CRM software for senior living communities

WelcomeHome is a CRM software that helps senior living organizations communicate with prospects through multiple channels, including email, phone call, and instant messaging. Staff members can schedule activities and add information, such as prospect details, sales counselor, and relevant notes.

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AccelGrid logo
(0)

Business management suite with POS, CRM, and accounting

AccelGrid is a cloud-based solution that helps manufacturing, retail, and distribution businesses automate processes for customer relationship management, procurement, inventory management, point of sale, accounting, process automation, and more.

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Formaloo logo

The most powerful form builder for modern workflows

Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever.

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IQware logo

IQware: find, book, know, host, and keep your guests.

IQware’s Property Management System (IQpms) is a Hospitality application developed to satisfy the unique requirements of Resorts, Hotels, Condo-Hotels, Vacation Rentals & Marinas. Our integrated solutions allow you to maximize revenue, increase occupancy and improve the overall guest experience.

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XCAMPAIGN logo
(0)

Industry-independent solution for email marketing.

XCAMPAIGN is an email marketing solution designed to support companies wishing to acquire new customers and/or maintain existing customers. Various functions for analysis, dispatch, and addressing target groups are available for this purpose.

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Partner Insight logo
(0)

Partner Management Platform

Partner Insight is a partner management platform that allows companies to collaborate with their channel partners on a single shared platform. Automate partner engagement, reporting and data sharing to grow revenue faster.

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OroCommerce logo

Open source B2B eCommerce platform

OroCommerce is an open source B2B eCommerce software for mid & large sized companies, with built-in CRM and third party application integrations

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SuiteDash logo

All-in-One Business Software

Perfect for small to medium-sized businesses looking for a cost-effective, all-in-one platform to integrate CRM, project management, billing, and client portals, SuiteDash simplifies operations, boosts productivity, and reduces overhead costs. Save time and money while streamlining your workflow wit

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NETContact logo
(0)

Web-based contact management tool for retirement homes.

NETContact is a web-based contact management platform that allows retirement homes to quickly access new resident information without having to enter basic data for each admission. The centralized platform allows administrators to ensure automatic management of applications, fluid communication between team members, and to benefit from quantified indicators to plan their future strategies.

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TakeOff Estimates and Reports 4.0 logo

CRM software for freelancers and businesses

TakeOff is a customer relationship management (CRM) software designed to help freelancers and businesses handle reports, estimates, budgets, travel accounting, proposals, goals, and more on a unified platform. Administrators can create quotes using existing cards and monitor opportunities.

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Hatrio Sales logo
(0)

Lead generation and CRM solutions for sales teams

Hatrio Sales is a sales platform designed to streamline sales workflows. It offers lead generation, email marketing automation, CRM, and sales analytics tools and assists sales teams in prospecting, lead nurturing, and deal tracking. Key features include contact information sourcing, automated email campaigns, lead scoring, and data capture for informed strategy refinement.

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ClientCircle logo

Happier clients, more sales. Made for insurance.

One platform to grow your agency. Made for insurance.

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Smart Agent CRM logo
(0)

CRM for health and Medicare insurance agents

Smart Agent CRM is a Salesforce-based customer relationship management platform for U.S. health and Medicare insurance agents. It offers automated contact eligibility tracking, carrier book sync, commission dashboards, and compliance documentation with timestamps. Features include quote engine, e-signature, calendar, and email integrations, plus digital scope of appointment and policy lifecycle management tools.

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Kipu logo

Behavioral health platform for treatment centers

Kipu offers software for behavioral health organizations, integrating EMR, CRM, RCM, and GRC tools. The platform streamlines workflows with customizable documentation templates, secure messaging for care coordination, and integrated patient billing, while providing compliance management tailored to behavioral health facilities.

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WorkflowMax logo

Xero owned financial project management software for SMBs

WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking & costing, project management & reporting, invoicing, add-on integrations & more. If you run a service business & track your time, WorkflowMax is likely perfect for you!

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S4DS logo
(0)

SaaS solution for eCommerce, direct & social selling

Omnichannel SaaS solution to grow your sales: Software for Direct Selling, eCommerce, and Social Selling.

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Dailybiz logo
(0)

The management software for VSEs & SMEs

Dailybiz is a SaaS software that optimizes business management thanks to complete functional coverage: sales, purchases, CRM, accounting, business management and taxation. Flexible & customizable solutions according to the problems of each company.

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OptiKPI logo
(0)

CRM and marketing automation platform for iGaming

OptiKPI is a real-time customer data platform (CDP) that combines CRM tools, marketing automation, and engagement features to help businesses boost customer retention and drive growth. The platform offers a wide range of capabilities, including audience segmentation, campaign management, workflow automation, a content library, customer 360 view, andreporting across multiple channels.

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SeoToaster CRM logo
(0)

Cloud CRM & sales automation software

SeoToaster CRM is a cloud CRM & sales automation software which enables enterprises to launch campaigns, get insights into prospects and customers, and manage & market to leads with email tracking and leads nurturing automation, social marketing tools, a landing page builder, and more

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Bigly Sales logo
(0)

Turn your dead leads into gold!

Close more deals with Bigly Sales AI Sales Agents. Unleash the power of AI to dominate your sales targets with your automated Sales Team.

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