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Online CRM Software with Self Service Portal (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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68 software options

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

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HubSpot CRM logo
Category Leaders

CRM and lead management solution

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HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

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Zoho CRM logo

Customer relationship management solution

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All you need is an internet connection. Zoho CRM is a SaaS application that can work across all platforms.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter

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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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LiveChat logo

AI-based live chat for customer support and sales teams

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LiveChat is a customer service software that enables businesses to communicate with website visitors in real time through chat functionality. The platform includes AI-based chatbots for automating routine inquiries, customizable chat widgets, and proactive chat invitations to engage visitors. It offers integration capabilities with various third-party applications including CRM systems, e-commerce platforms, and marketing tools.

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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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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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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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Apptivo logo
Category Leaders

CRM solution for managing customer accounts

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Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

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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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Yonyx logo

Decision tree driven Interactive guides for customer service

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Yonyx is a cloud based platform for creating decision tree driven interactive guides for customer service that integrate with your CRM system. Yonyx guides help improve CSAT & First Call Resolution, while reducing average handle time & deflecting calls

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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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Teamgate logo

Unlock Your Sales Potential

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Teamgate CRM powers sales teams of all sizes to unlock their potential, gaining efficiencies and in-depth ICP insights to close more deals, faster.

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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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Claritysoft CRM logo
Category Leaders

User-friendly customer relationship management software

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Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

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Vtiger CRM logo

All-in-one CRM for small businesses

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Vtiger works with over 100,000 businesses helping them deliver outstanding customer experiences by breaking barriers between their marketing, sales, and support teams.

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Jobin.cloud logo

All-In-One tool to Find and Engage People

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Automated Social Profile Import, data Aggregation and auto Update, ATS, CRM, AI powered ranking filtering, Process Automation, recruiting workflow, sales pipeline, automatic Outreach, mass Mailing, messaging templates, multiplatform communications.

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Close logo

The conversation-first CRM for small, scaling sales teams

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Close is a conversation-first CRM designed for founders and small, scaling sales teams to manage every conversation in one place — with built-in calling, email, and SMS built natively inside the platform.

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Salesflare logo
Category Leaders

Intelligent CRM for small and medium-sized B2B businesses

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Salesflare is an intelligent online CRM for small and medium sized B2B businesses, who want to sell more with less work. Unlike many other CRMs, it's very practical and simple to use. It also automates your data input, can send email sequences, and actively assists you with following up leads.

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Salesforce Starter logo

Customer relationship management tool for SMBs

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Salesforce Starter is an all-in-one CRM suite designed to help growing businesses organize data, manage customer relationships, and gain valuable insights. The solution brings together marketing, sales, service, and commerce tools in a single platform.

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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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