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Top Rated CRM Software with Zoho books

Last updated: September 2026

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15 software options

Zoho CRM logo

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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Bigin by Zoho CRM logo

The easiest small business CRM, now enhanced with AI.

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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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HubSpot CRM logo

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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Agiled logo

Software for managing business operations

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

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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Cleomitra logo

AI CRM with WhatsApp automation for business

CLEOMITRA is an AI-powered CRM that helps businesses manage leads, contacts, sales pipelines, customer interactions, and follow-ups from a single platform. With automation, omnichannel communication, and analytics, it improves customer relationships and drives business growth.

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ZUUZ logo

Cloud email-to-CRM pipeline capture for B2B teams

Cloud-based email-to-CRM pipeline capture tool for B2B sales teams that extracts deal signals, qualifies leads, and syncs data.

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Togile logo

Cloud-based customer relationship management software

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.

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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ZIVUX.AI logo

AI CRM for Indian small and medium businesses

Zivux AI is an advanced AI-powered CRM and business automation software designed to help startups, SMEs, and enterprises streamline customer relationship management, sales operations, team collaboration, and workflow automation from a single intelligent platform. The CRM system enables businesses.

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Peso logo

Accounts Receivable Automation Software

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

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

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

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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Thryv logo

AI-powered software built for small business growth.

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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