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CRM Software with Time & Expense Tracking

Last updated: February 2025

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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.
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156 software options

Bitrix24 logo

100% free CRM, collaboration, and communication tool suite

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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.

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NetSuite logo

Cloud-based business management suite

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NetSuite is a cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

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kintone logo

Agile, No-code Business Application Platform

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Build business applications and database apps quickly and easily. No-coding required.

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Barawave logo
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Cloud-based solution for enterprise resource planning.

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Barawave is a cloud-based enterprise resource planning system that helps businesses streamline daily operations via artificial intelligence (AI) technology. Through the integration of advanced artificial intelligence, Barawave provides businesses with a robust suite of tools that automate workflows, optimize resource management, and offer real-time analytics for better decision-making.

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HoneyBook logo

Client management for freelancers & SMBs

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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.

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Clio logo

Cloud-based legal practice management software

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Ranked #1, Clio is the leading law practice management software used by over 150,000 lawyers and with the most 5-star reviews. The only legal software with 1,500+ reviews on Capterra.

Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere

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Odoo  logo

Open-source suite of business applications

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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

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eWay-CRM logo

The Best CRM for Microsoft Outlook

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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.

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Clientary logo

Everything you need for your professional service business.

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Full-suite app for your team to manage projects, payments, clients and more.

Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client workflows to bring it all under one roof.

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ClickUp logo

Project management, task tracking, & professional goal tools

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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.

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Dynamics 365 logo

ERP and CRM applications from Microsoft

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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.

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Airtable logo

No-Code App Platform

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Airtable is a next-generation app-building platform that enables teams to build custom business applications without any coding. It offers a range of features, including automations, interface designer, data visualization, and AI-powered workflows, to help businesses streamline their operations and drive strategic alignment.

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PracticePanther Legal Software logo

Intuitive Cloud-based Law Practice Management Software

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PantherPanther is the highest-rated, easiest-to-use law practice management software on the market. Automate and streamline firm operations from anywhere.

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Flowlu logo

Work automation and team collaboration in one platform.

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Flowlu is an all-in-one business management platform with powerful tools for task and project management, client and lead tracking, invoicing, team collaboration, and knowledge sharing—all in one seamless workspace.

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JobNimbus logo

Be more professional, profitable, efficient, and organized.

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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!

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mHelpDesk logo

Win more jobs and grow your business with mHelpDesk!

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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.

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Agiled logo

Software for managing business operations

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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.

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Kickserv logo

#1 Most User-Friendly Software to Run a Service Business

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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.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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Commusoft logo

All-in-one job management software for field service

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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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Quickbase logo

No-code collaborative work and project management platform.

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Quickbase is a no-code collaborative work management platform that empowers citizen developers to improve operations through real-time insights and automations across complex processes and disparate systems.

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Scoro logo

Deliver any project successfully. Operate profitably.

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Run your consultancy, agency or any other professional services business on one seamlessly integrated platform. Optimize operations, manage resources, deliver profitable projects, and gain total visibility across your business.

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Agile CRM logo

Sales and marketing CRM for growing businesses

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Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer journey

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Caspio logo

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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SAP Business One logo

Finance and Business Management (ERP) System

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Enterprise resource planning software for SMEs. Manage every aspect of your small or midsize business with SAP Business One.

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