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Online CRM Software with Billing & Invoicing (2026)

Last updated: April 2026

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Key features of Online CRM Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Management: Reviewers emphasize efficient organization of contacts, tracking customer interactions, and integrating with business tools for seamless communication and better customer engagement. 93% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Users highlight the ease of importing and exporting data, saving time, reducing errors, and supporting various data formats for smooth transitions. 93% of reviewers rated this feature as important or highly important.
  • Pipeline Management: Reviewers value systematic tracking and organizing of leads, providing clear visibility of sales stages and effective follow-up to prevent missed opportunities. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Users appreciate tools for scoring, tracking, and automating follow-ups, enabling prioritization of high-potential leads and enhancing sales efficiency. 89% of reviewers rated this feature as important or highly important.
  • Lead Capture: Reviewers note the importance of capturing leads from multiple sources, automating integration with CRMs, and ensuring no lead is lost, thus enhancing follow-up. 87% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Users find customizable reporting and analytics vital for gaining insights, tracking performance, and making data-driven decisions to improve business strategies. 85% of reviewers rated this feature as important or highly important.
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61 software options

Any.do logo

A simple and poweful workspace to manage your team's work

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Any.do CRM adapts to your business: launch in minutes with free templates, custom fields, live dashboards, and time-saving automations. Track every lead on Kanban boards, sync with 6 000+ apps, and close deals faster—inside the workspace 40 million users trust.

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Marketing 360 logo

Marketing Platform For Small Business

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Stay organized as you scale and grow
Finally, a CRM that’s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.

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Bigin by Zoho CRM logo
Category Leaders

Pipeline-centric CRM system for small businesses

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Bigin is an online CRM designed specifically for small businesses, perfectly meeting their unique needs effectively. From multi-channel communication and foolproof automation to intuitive mobile apps, Bigin offers a wide variety of simple yet powerful features, all at a pocket-friendly price.

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HoneyBook logo

Client management for freelancers & SMBs

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Everything you need in an online CRM: client management, proposals, contracts, payments, & more.

Get started with a 7 day free trial today.

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Tripleseat logo

Guest and event management tool for hospitality businesses

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Tripleseat is an event management platform for restaurants, bars, nightclubs, hotels, and other unique venues. The solution enables teams to streamline the event booking and planning process, helping businesses increase event revenue.

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PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

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PracticePanther is the highest-rated, easiest-to-use, all-in-one law practice management software on the market. Trusted by tens of thousands of solo, small, and mid-sized law firms across 170+ countries, to automate and streamline firm operations on any device, anywhere.

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Odoo logo

All-in-one open-source business software

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Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

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Keap logo

An all-in-one CRM, sales and marketing automation solution

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More Growth, Less Busy Work
Our marketing automation removes the headaches and busy work while accelerating growth.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 voted #1 free online CRM software. 100% free with unlimited records, sales automation, telephony and email marketing. Over 12 million companies are using Bitrix24. Bitrix24 is available in cloud and on-premise with open source code access.

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Spotler CRM logo
Category Leaders

The Powerful CRM for Growing Teams

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The powerful small business CRM for B2B with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.

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ToucanTech logo

Association management tool to power community engagement

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ToucanTech is an all-in-one community management software that helps businesses consolidate database management, association management system functions, website hosting, and multi-channel communication capabilities into a single integrated environment. The platform is designed for educational institutions, membership associations, and nonprofit organizations seeking to centralize alumni relations, fundraising operations, and community engagement within one solution.

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Thryv logo

All-in-one management solution built for small business

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Thryv is an AI-powered CRM and marketing platform helping small businesses capture leads, automate follow-ups, and grow.

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vcita logo

Appointment scheduling and reminder solution

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Manage your leads, contacts and clients from a single online hub. Stay in touch with all of your contacts at a moment’s notice, and never miss a message, inquiry or new opportunity to do 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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Sage Sales Management logo

The leading mobile CRM for field sales management.

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Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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New Era of CRM: Built on AI. Ready to act

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Accelo logo

Transform the way you manage client work

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Accelo CRM is the smartest sales tool, seamlessly managing all your sales-related communication in one place. Experience powerful sales forecasting and insights from anywhere and on any device.

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Sage 100 logo

Enterprise resource planning software

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Sage 100 is a customizable business management solution that helps businesses automate financials, operations, and payroll, providing complete visibility into the operations. Sage 100 grows with the business, allowing teams to scale and meet specific needs as a small or medium-sized enterprise.

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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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17hats logo

The Premier Small Business Management Platform

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17hats helps freelancers and small businesses manage projects, marketing, contracts, accounting, online payments, and more. The centralized dashboard in the application displays action items, urgent notifications, upcoming calendar events, and weather forecasts to streamline daily operations.

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RepairShopr logo

CRM software for managing repair shops and POS transactions

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RepairShopr helps repair shops, plumbing agencies, painting contractors, HVAC services, and other businesses streamline invoicing, marketing, CRM, ticketing, and point of sale (POS) operations via a unified portal. The platform includes a self-service portal, which lets customers view and check invoices and service status and approve or decline repair estimates.

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Dolibarr logo

Solutions for On-line businesses

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An easy to use Customer RelationShip Manager with tons of other features

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InfoFlo logo

HIPAA compaliant case management software

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HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.

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Applied Epic logo

Your Indispensable Technology Partner.

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Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

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Yetiforce CRM logo

Open source CRM system

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YetiForce is an innovative and versatile CRM system that collects all information related to the most important business processes, such as sales, marketing, projects, accounting, support, logistics, and many more. It is truly open source and always free-to-use for unlimited number of users.

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