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Online CRM Software with Self Service Portal (2026) - Page 2

Last updated: April 2026

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68 software options

Maximizer CRM logo

Customer relationship and lead management solution

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Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

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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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LeadSquared logo

Marketing automation and sales execution platform

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LeadSquared is an online CRM that automatically captures leads without leakage, equipped with tracking, automation, and integrations.

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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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Wingmate logo

Field Service Management Software

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Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more.

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Zendesk Sell logo

All-in-one sales platform for sales teams.

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Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.

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SalesNOW logo

Mobile & online CRM for sales teams

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SalesNOW is a cloud-based, mobile customer relationship management (CRM) solution which centralizes all information to provide access to necessary data for all members of the sales team. The software includes tools for sales management, lead tracking, customer management, marketing, chat, and more.

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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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servis.ai logo
Category Leaders

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done.

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Workbooks logo

A made-to-measure CRM for an off-the-shelf price.

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Workbooks is the provider of CRM apps designed for small and mid-size organizations. Our suite of software enables clients to accelerate sales growth, improve marketing execution, streamline business processes and improve the customer support they deliver.

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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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ServiceOS logo

Field service management solution

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ServiceOS is designed to automate countless interactions for you. From crew management and job scheduling to invoicing and payments. The future is now and taking your business to the next level has never been easier.

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OneHash CRM logo

World's 1st FaaS(FOSS+SaaS)

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OneHash CRM is a comprehensive business management solution that helps SMEs to record all their business transactions in a single system. With OneHash CRM, SMEs can make informed, fact-based, timely decisions to remain ahead in the competition.

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VeryConnect logo

Membership management software

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VeryConnect's intuitive and reliable membership CRM typically saves 80% of your administration time. Our customisable CRM includes a secure GDPR-compliant database, powerful search, integrated email marketing, statistics and reports. Request a demo from our helpful UK team today.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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User.com logo

The engine of growth. An all in one solution for user data.

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User.com is marketing automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers, reaching them through a wide range of communication channels: email, live chat, chatbot, push notifications, and many more; all available in one place.

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Initiative CRM logo

CRM for B2B companies

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Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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ProClass logo

Class Management software and Online Registration+

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ProClass is an online dashboard-based solution for class and events organizers, with features spanning registration, membership management, scheduling and more

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MadeMarket logo

Customer relationship and deal management platform

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MadeMarket is a purpose-built customer relationship and deal management platform designed for investment bankers and capital markets professionals. Key management features include dashboards with auto-generated data, ready-built around industry pipeline metrics that monitor tasks, projects, and deal flows with dynamic customization capabilities.

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Axonaut logo

All-in-one business management for small teams.

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Axonaut’s online CRM lets you manage leads, track sales, and collaborate with your team securely from anywhere, on any device.

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karmaCRM logo

Small business CRM software

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karmaCRM is a customizable CRM tool for small businesses to engage with customers and keep track of the leads that their teams follow.

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BlueCamroo logo

All-In-One for SMBs - CRM, project management, and more

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BlueCamroo is a web-based online business productivity suite that helps businesses manage sales, customers, and projects more efficiently and profitably. It offers social network monitoring module that finds sales opportunities and spots service issues across Twitter, LinkedIn, and Facebook.

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Orcatec logo

Cloud-based field service management software

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Orcatec is a cloud-based field service management software designed to help businesses handle and streamline various administrative processes, such as dispatching, employee management, and more. Supervisors can schedule appointments on a calendar and color-code them according to requirements.

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