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Top Rated CRM Software with Zoho books

Last updated: May 2026

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16 software options

Zoho CRM logo

Zoho CRM

Customer relationship management solution

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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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HubSpot CRM logo

HubSpot CRM

CRM and lead management solution

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HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM.

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Bigin by Zoho CRM logo

Bigin by Zoho CRM

Pipeline-centric CRM system for small businesses

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Bigin is a pipeline-centric CRM that helps small businesses move away from spreadsheets and get started with a CRM system for their business easily.

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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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Heffl logo

All in one app

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Heffl is an all-in-one business management software designed for SMEs, offering project management, and field service solutions. It allows users to manage leads, schedule jobs, track employee performance, and generate invoices with a cloud-based platform accessible on iOS, Android, and web.

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Togile logo

Cloud-based customer relationship management software

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Togile is a customer relationship management (CRM) software designed for small to large enterprises that assists with workflow automation, communication management, and analytics generation.

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MaxCustomer logo

Cloud-based CRM solution for sales professionals.

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MaxCustomer is a cloud-based CRM solution that provides businesses with the ability to increase their sales by analyzing and managing revenue opportunities, customer relationships, and growth. MaxCustomer allows businesses to view all their sales and customer interactions from a single dashboard. Sales professionals can use it to track leads, manage opportunities, and provide their team the ability to add new customers via follow-ups.

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Peso logo

Accounts Receivable Automation Software

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Peso is an accounts receivable automation solution that streamlines tasks for businesses and finance professionals. Designed for small to mid-sized enterprises, Peso integrates with popular accounting and CRM tools, offering an easy experience for managing invoicing and payment follow-ups. The solution simplifies financial processes, from automated reminders to insightful tracking.

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Gallabox logo

A single, collaborative customer communication tool

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Gallabox empowers businesses to convert customer conversations into actions by employing WhatsApp Chatbots

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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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Zendesk Suite logo

AI powered customer service across all channels

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Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

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Constant Contact logo

Streamlines marketing to grow loyal audiences

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Constant Contact is a digital and email marketing platform that provides tools for creating, sending, and tracking email campaigns. The platform offers customizable email templates, AI writing assistance, and automation features to help businesses reach audience. Additionally, it includes social media marketing capabilities, SMS marketing, and multi-account solutions for organizations managing multiple locations or teams.

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Podium logo

AI-enabled lead management and conversion platform

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Podium is an AI-powered platform that helps businesses manage and convert leads. The platform is designed for a range of industries, such as automotive, healthcare, home services, and retail. It includes a virtual assistant that can drive leads, schedule appointments, and market the business. The system consolidates leads from various channels, including phone calls, text messages, website forms, and third-party sources, into a unified AI-powered inbox.

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Thryv logo

AI-powered software built for small business growth.

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CRM software for small business. View contact info, appointment history, unique preferences, and notes with tags and filters. Includes text and email marketing.

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Insightly logo

Insightly is the modern, affordable CRM that teams love.

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Insightly is easy to use, simple to customize, and scales with companies as they grow. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships.

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Cleomitra logo
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AI CRM with WhatsApp automation for business

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CLEOMITRA is a customer relationship management platform that consolidates communication channels including WhatsApp, Instagram, email, and calls into a unified inbox. The software includes features for contact management, scheduling, billing, campaign management, and lead tracking with automated follow-ups and template responses. CLEOMITRA offers integration capabilities with existing business tools and provides analytics dashboards for monitoring customer engagement and sales performance.

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