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CRM Software with User Management
Last updated: March 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.
107 software options
Sponsored
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
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Bitrix24 is the leading free online CRM software used by over 12 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling.
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Ditch the pre-packaged, one-size-fits-all software and build a fully customizable CRM solution that meets your business exact needs.
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Easily manage sales opportunities and pipelines, track customer interactions, schedule follow-ups, and store email communication—all in one centralized CRM. Automate workflows, assign tasks, and gain real-time insights to close deals faster and build stronger relationships.
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Ploomes is a CRM platform that automates processes and integrates business operations. Ploomes include the creation of intelligent workflows, the automatic preparation of proposals and other documents, and the management of opportunities via a sales funnel.
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With Popl, your whole team can personalize their business cards with a single click. Popl makes life easy by automating all the tedious details, like data entry. User can also sync contact information with their CRM. Integrates with 4000+ apps and digital business card can be sent via text message, email, Airdrop, email signatures, Zoom backgrounds, iPhone widgets and more.
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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 is a field service management software that streamlines operations for apartments, hotels, and offices. The tool helps manage admin work and provides automation, lead conversion, and profitability insights to drive growth.
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Salesforce Marketing Cloud is a comprehensive marketing platform designed to help businesses personalize every moment of customer engagement across the entire customer lifecycle. By connecting every department through actionable data and Agentforce, the platform empowers teams to work together and build lasting customer relationships.
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Improve your team's accountability and productivity with a flexible CRM that matches your complex sales process exactly. Track tasks, leads, and opportunities in real time. Built-in mobile forms and workflows keep everything moving and automated reporting keeps your stakeholders in the know.
Users also considered
Collaborate with customers from the first quote to the final bill in a single platform. Get a complete overview of each client. Grow your sales pipeline. Know how your deals are progressing. Forecast revenue, monitor closing probability, and act promptly if you need to find more work.
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Classe365 is a student management system for education institutions, combining student information system (SIS), CRM & learning management system (LMS) features
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Users also considered
Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.
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Issuetrak is a ticketing system software that offers a range of features for help desks, workflow/task management, customer service, and complaint support. With its omnichannel ticket submission, issue hub, round-robin issue assignment, and knowledge base capabilities, Issuetrak helps organizations streamline their support processes and improve customer satisfaction.
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From cultivating leads with your prospects to servicing your existing client base, Striven offers a complete CRM software with the power of an ERP.
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Users also considered
All-in-one CRM with Membership Management, Event Management, Email Marketing, Finance Tools and two Mobile Apps.
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ECP is a cloud-based assisted living solution designed to help group homes, rehabilitation centers, and independent living facilities manage processes related to individual care plans, resident assessments, audits, building maintenance, billing, and lead tracking.
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Vivantio is a leading provider of service management software for both internal- and external-facing teams. Centralize your service operations across IT, HR, GRC, Facilities, Finance, Legal and B2B Customer Support.
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Acumatica Cloud ERP provides a business management solution for businesses across multiple industries. It delivers value to small and midmarket organizations. Integrated workflows span the full suite of business management applications, from financials, project accounting, and inventory management to customer relationship management.
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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform
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Dolibarr provide features to manage opportunities, quotes, mass e-mailings and can then convert them into its ERP area.
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Businesses use Fullfree to manage customer relationships and gain valuable insights into how they can better market themselves.
Users also considered
