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Budgeting Software with CRM (2026)

Last updated: April 2026

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Key features of Budgeting Software

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

  • Data Import/Export: Reviewers value quick data import/export from multiple sources, seamless integration with GL systems, and customizable templates aiding validation and consolidation. 95% of reviewers rated this feature as important or highly important.
  • Profit/Loss Statement: Users highlight the ability to generate real-time P&L statements, track financial performance, compare periods, and customize reports for detailed analysis. 95% of reviewers rated this feature as important or highly important.
  • Income & Balance Sheet: Reviewers appreciate customizable templates, drill-down capabilities, and the ability to manage and analyze financial data to enhance decision-making. 94% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Users emphasize ease of generating, customizing, and tracking invoices, integration with other systems, and automation of billing cycles. 91% of reviewers rated this feature as important or highly important.
  • Forecasting: Reviewers appreciate tools for creating detailed, flexible forecasts, managing multiple scenarios, and integrating real-time data for informed decision-making. 91% of reviewers rated this feature as important or highly important.
  • General Ledger: Users highlight comprehensive transaction tracking, customizable chart of accounts, and integration with other financial systems for accurate reporting and analysis. 90% of reviewers rated this feature as important or highly important.
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44 software options

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Sage Accounting is an accounting system for small business owners. It has features to help users forecast their cashflow, send and track invoices and act on real-time reporting. Users can manage their business from anywhere, at any time, from the cloud and with mobile functionality. Sage Accounting application is available for iOS and Android.

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Workday Adaptive Planning is an enterprise planning software that helps finance create budgets and forecasts with more speed, flexibility, collaboration, and accuracy. With unlimited scenario analysis backed by machine learning, you can quickly answer complex questions and gain real-time insights.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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Project Insight logo

Cloud-based software for managing projects and related tasks

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Multiview ERP logo
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Sage 200 is a scalable management solution that lets you manage every part of your business effortlessly from sales to accounting. This all-in-one business management software offers seamless integration with Microsoft 365, real-time insights, and automated features to streamline your workflows and boost productivity.

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Total Synergy logo

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Synergy is unique cloud-based software for profitable management of architecture, engineering, and construction design businesses. Optimise operations and jobs for profitability. Analyse costs and achieve efficiency, control, and profitability.

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wethod: the integrated platform merging CRM and PM to track budgets and margins while valuing people's autonomy and commitment.

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Deltek Maconomy is a cloud-based enterprise resource planning (ERP) solution, which helps businesses in the professional services industry manage projects, financial operations, employee databases, and more. The platform offers various features such as expense management, work order tracking, project budgeting, subcontractor databases, accounting processes, performance monitoring, mobile application, and more.

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ProjectSight logo

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