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CRM Software with Template Management (2026) - Page 5

Last updated: April 2026

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272 software options

Lime CRM logo

A visual and user-friendly CRM customised to your needs

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A customer relationship management (CRM) software that allows marketing, sales and customer care teams to provide exceptional customer experiences. Smart add-ons and integrations to your other IT systems enables Lime CRM to not only manage and track, but also make use of all your customer data.

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Escala logo
Category Leaders

CRM and marketing automation platform

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Escala is a marketing automation platform that helps businesses manage customers and streamline ad campaigns. Users can create landing pages and forms by customizing templates and publishing them according to requirements.

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Upnify CRM logo
Category Leaders

Web-based customer relationship management (CRM) solution

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Upnify CRM is a customer relationship management solution that allows business owners to keep track of their contacts, maximize business opportunities, and make their conversations more productive. The software supports managers in all phases of the sales process, from the beginning to the end.

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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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Oorwin logo

AI-Powered Talent Intelligent Platform

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Oorwin: AI-Powered Talent Intelligence Platform

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done.

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Alboom CRM logo

Customer relationship management (CRM) for small businesses

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Alboom CRM is a customer relationship management system for small creative businesses. Alboom has been built to meet the needs of individuals and small businesses. Industry-leading features include one-click data view and update, business rules to control how your data flows, an activity dashboard, a contact database, and more.

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Stingo CRM Build in Telephony logo

Complete CRM with In-built Cloud Telephony

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STINGO CRM help to boost your business and automates your process with products such as STINGO Sales Crm with in-build Cloud Telephony Solutions and STINGO Helpdesk.

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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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Cirrus Insight logo

#1 App for Salesforce Productivity & Meeting Automation

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AI-powered CRM automation that builds pipeline, manages deals, and keeps your sales engine running directly from your inbox.

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SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

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CRM built for B2B teams that need disciplined follow-up, pipeline visibility, and revenue consistency.

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Involve.me logo

Create high-converting funnels that turn visitors into leads

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involve.me is a no-code lead generation funnel builder. It packs powerful tools for lead capture, lead routing, and lead scoring—helping you convert online visitors into qualified leads. Easily embed on your website or share with a simple URL.

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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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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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Velneo logo

Build any kind of business applications.

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Build any business management application with Low-Code, you have the power to create your application alone or together with us, all in one place.

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HighLevel logo

Cloud-based marketing analytics & sales management platform

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HighLevel is a cloud-based marketing analytics platform that offers a range of tools and functionalities for sales and advertising agencies. These include appointment scheduling, payment processing, website development, and campaign creation. The platform features unified messaging, outbound calling, reputation management, webhooks, and GDPR compliance.

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Heymarket logo

Business text messaging for teams

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Heymarket provides business text messaging for marketing, sales, support & operations teams, with shared inboxes, mobile apps, message templates, and more

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Lofty logo

AI-Powered Real Estate CRM & lead generation software

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All-in-one AI-powered CRM and marketing platform helping real estate professionals generate leads, engage clients, and close deals.

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The Newspaper Manager logo

Software for managing customer relations and sales pipeline

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Newspaper Manager is a cloud-based CRM software designed to help businesses manage customer relationships via a sales pipeline opportunities module, an order management system to handle print orders, events, and digital products, a billing module, and an accounts receivable system.

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