# Page 5 | Best CRM Software 2026 | Capterra

> Page 5 - Find the top CRM software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs.

Source: https://www.capterra.com/customer-relationship-management-software

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# Best CRM Software - Page 5

[## BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/)

[4.5 (96)](https://www.capterra.com/p/37032/BNTouch/reviews/)

Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one central hub. [Learn more about BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## SAP Business ByDesign](https://www.capterra.com/p/77379/SAP-Business-ByDesign/)

[4.4 (96)](https://www.capterra.com/p/77379/SAP-Business-ByDesign/reviews/)

A single cloud ERP solution for fast-growing, mid-market businesses to scale and compete without the complexity and cost. [Learn more about SAP Business ByDesign](https://www.capterra.com/p/77379/SAP-Business-ByDesign/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Bonsai](https://www.capterra.com/p/238825/Bonsai/)

[4.6 (95)](https://www.capterra.com/p/238825/Bonsai/reviews/)

One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform  [Learn more about Bonsai](https://www.capterra.com/p/238825/Bonsai/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors.

[## LionDesk](https://www.capterra.com/p/151891/LionDesk/)

[4.1 (95)](https://www.capterra.com/p/151891/LionDesk/reviews/)

Finally, manage your business stress-free, stay top-of-mind, and sell confidently. [Learn more about LionDesk](https://www.capterra.com/p/151891/LionDesk/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Visual Planning](https://www.capterra.com/p/176283/Visual-Planning/)

[4.5 (94)](https://www.capterra.com/p/176283/Visual-Planning/reviews/)

Plan and track Projects, Jobs, Work Orders, Machines, and Equipment with Visual Planning to optimize resources and boost efficiency. [Learn more about Visual Planning](https://www.capterra.com/p/176283/Visual-Planning/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Breakcold](https://www.capterra.com/p/10011093/Breakcold/)

[4.8 (92)](https://www.capterra.com/p/10011093/Breakcold/reviews/)

Breakcold is an AI-Native CRM for SMBs with or without sales teams (e.g., agencies & startups). The CRM works autonomously to eliminate [Learn more about Breakcold](https://www.capterra.com/p/10011093/Breakcold/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Pobuca Connect](https://www.capterra.com/p/148335/Pobuca-Connect/)

[4.4 (91)](https://www.capterra.com/p/148335/Pobuca-Connect/reviews/)

Pobuca Connect provides you with a unified company address book, which is easy to access and share with your coworkers. [Learn more about Pobuca Connect](https://www.capterra.com/p/148335/Pobuca-Connect/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## FURIOUS](https://www.capterra.com/p/236799/FURIOUS/)

[4.4 (91)](https://www.capterra.com/p/236799/FURIOUS/reviews/)

Furious is the all-in-one ERP built for agencies, consulting firms, and professional services companies.  [Learn more about FURIOUS](https://www.capterra.com/p/236799/FURIOUS/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Efficy CRM](https://www.capterra.com/p/149894/Efficy-CRM/)

[4.0 (90)](https://www.capterra.com/p/149894/Efficy-CRM/reviews/)

Known as Europe’s most flexible CRM, Efficy offers a completely customisable solution that will empower your employees. [Learn more about Efficy CRM](https://www.capterra.com/p/149894/Efficy-CRM/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Ontraport](https://www.capterra.com/p/220784/Ontraport/)

[4.2 (89)](https://www.capterra.com/p/220784/Ontraport/reviews/)

Ontraport is a CRM and automation platform that empowers businesses to grow faster and deliver more value to their customers. [Learn more about Ontraport](https://www.capterra.com/p/220784/Ontraport/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## HighLevel](https://www.capterra.com/p/177156/HighLevel/)

[4.1 (87)](https://www.capterra.com/p/177156/HighLevel/reviews/)

HighLevel is a cloud-based platform that offers a range of tools and functionalities for sales and advertising agencies. [Learn more about HighLevel](https://www.capterra.com/p/177156/HighLevel/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Oorwin](https://www.capterra.com/p/230112/oorwinHIRE/)

[4.5 (86)](https://www.capterra.com/p/230112/oorwinHIRE/reviews/)

Built for companies of all sizes, Oorwin provides AI Powered Talent Intelligence to your sourcing, hiring, onboarding, and development. [Learn more about Oorwin](https://www.capterra.com/p/230112/oorwinHIRE/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## WORKetc](https://www.capterra.com/p/118331/WORKetc/)

[4.6 (85)](https://www.capterra.com/p/118331/WORKetc/reviews/)

CRM, projects, billing, helpdesk & more in the single online platform. Gmail, Outlook, Xero & Quickbooks Online integrations. [Learn more about WORKetc](https://www.capterra.com/p/118331/WORKetc/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)

[4.1 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/)

Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals. [Learn more about Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## PlanPlus Online](https://www.capterra.com/p/132397/PlanPlus-CRM/)

[4.0 (85)](https://www.capterra.com/p/132397/PlanPlus-CRM/reviews/)

PlanPlus Online is an online productivity solution that provides leaders with a planner to plan, execute, and achieve goals. [Learn more about PlanPlus Online](https://www.capterra.com/p/132397/PlanPlus-CRM/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Ellucian](https://www.capterra.com/p/135932/Ellucian/)

[3.6 (84)](https://www.capterra.com/p/135932/Ellucian/reviews/)

Simplify your institution from enrollment to advancement, finance, and beyond — with a complete, integrated SaaS platform. [Learn more about Ellucian](https://www.capterra.com/p/135932/Ellucian/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## SalesNOW](https://www.capterra.com/p/129914/SalesNOW/)

[4.6 (81)](https://www.capterra.com/p/129914/SalesNOW/reviews/)

SalesNOW is the Mobile & Online CRM Your Sales Team Will Love!! Designed to help your team to sell more, sell faster and work anywhere. [Learn more about SalesNOW](https://www.capterra.com/p/129914/SalesNOW/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## SendJim](https://www.capterra.com/p/172685/SendJim/)

[4.4 (81)](https://www.capterra.com/p/172685/SendJim/reviews/)

Customer engagement solution that helps businesses generate business leads and word of mouth referrals to attract clients or audience. [Learn more about SendJim](https://www.capterra.com/p/172685/SendJim/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Zixflow](https://www.capterra.com/p/240699/Zixflow/)

[4.6 (80)](https://www.capterra.com/p/240699/Zixflow/reviews/)

Zixflow: Agile CRM, automate workflows, engage via Email, SMS, WhatsApp. [Learn more about Zixflow](https://www.capterra.com/p/240699/Zixflow/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Ngage](https://www.capterra.com/p/203164/Ngage/)

[4.1 (80)](https://www.capterra.com/p/203164/Ngage/reviews/)

Cloud-based all-in-one staffing software able to cover the entire operational process: ATS, CRM, Reporting and Administrative Software. [Learn more about Ngage](https://www.capterra.com/p/203164/Ngage/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Alboom CRM](https://www.capterra.com/p/203004/Alboom-CRM/)

[4.6 (79)](https://www.capterra.com/p/203004/Alboom-CRM/reviews/)

Achieve more results with an online CRM that was designed for photographers and creative entrepreneurs. [Learn more about Alboom CRM](https://www.capterra.com/p/203004/Alboom-CRM/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Clientjoy](https://www.capterra.com/p/215655/Clientjoy/)

[4.7 (78)](https://www.capterra.com/p/215655/Clientjoy/reviews/)

Clientjoy is popularly known as a Productivity OS for Agencies & Freelancers to organise, optimise & overcome their everyday challenges [Learn more about Clientjoy](https://www.capterra.com/p/215655/Clientjoy/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Kukui](https://www.capterra.com/p/164990/Kukui-All-in-One-Success-Platform/)

[4.8 (76)](https://www.capterra.com/p/164990/Kukui-All-in-One-Success-Platform/reviews/)

KUKUI is the only marketing solution you need for your shop. Dominate local marketing with better data and time saving tools. [Learn more about Kukui](https://www.capterra.com/p/164990/Kukui-All-in-One-Success-Platform/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## LinkPoint Connect](https://www.capterra.com/p/138987/LinkPoint-Connect/)

[4.4 (75)](https://www.capterra.com/p/138987/LinkPoint-Connect/reviews/)

Streamline CRM productivity - view, create, sync Salesforce and Microsoft Dynamics CRM data with Outlook or IBM Notes. [Learn more about LinkPoint Connect](https://www.capterra.com/p/138987/LinkPoint-Connect/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Wethos](https://www.capterra.com/p/10008731/Wethos/)

[4.7 (74)](https://www.capterra.com/p/10008731/Wethos/reviews/)

Wethos is made for freelancers, by freelancers. Create proposals, invoice clients, and get paid - without switching tabs. [Learn more about Wethos](https://www.capterra.com/p/10008731/Wethos/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Connectif](https://www.capterra.com/p/204598/Connectif/)

[4.8 (73)](https://www.capterra.com/p/204598/Connectif/reviews/)

Connectif is the only all-in-one Customer Data, Experience & Marketing Automation Platform for eCommerce. [Learn more about Connectif](https://www.capterra.com/p/204598/Connectif/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Sage CRM](https://www.capterra.com/p/227247/Sage-CRM/)

[3.6 (73)](https://www.capterra.com/p/227247/Sage-CRM/reviews/)

Cloud and on-premise customer relationship management software for sales, marketing and customer service. [Learn more about Sage CRM](https://www.capterra.com/p/227247/Sage-CRM/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## servis.ai](https://www.capterra.com/p/167757/FreeAgent-Network/)

[4.6 (71)](https://www.capterra.com/p/167757/FreeAgent-Network/reviews/)

servis.ai is a fully-featured BOP that helps your team get organized, gain visibility into day-to-day work, and get more done. [Learn more about servis.ai](https://www.capterra.com/p/167757/FreeAgent-Network/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Zoho CRM Plus](https://www.capterra.com/p/182207/Zoho-CRMPlus/)

[4.4 (71)](https://www.capterra.com/p/182207/Zoho-CRMPlus/reviews/)

Zoho CRM Plus helps you deliver exceptional customer experiences and convert them to brand advocates. [Learn more about Zoho CRM Plus](https://www.capterra.com/p/182207/Zoho-CRMPlus/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## SalesOutlook CRM](https://www.capterra.com/p/129898/SalesOutlook-CRM/)

[4.3 (71)](https://www.capterra.com/p/129898/SalesOutlook-CRM/reviews/)

Microsoft Outlook-based CRM plug-in which offers account management, lead tracking, mobile access and document management. [Learn more about SalesOutlook CRM](https://www.capterra.com/p/129898/SalesOutlook-CRM/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Kavkom](https://www.capterra.com/p/140624/Predictive-dialer-PBX/)

[4.7 (70)](https://www.capterra.com/p/140624/Predictive-dialer-PBX/reviews/)

Auto dialer, Voice Broadcasting, Cloud PBX, CRM, DIDs, Videoconference. Collaborating with your customers and teams becomes easier!  [Learn more about Kavkom](https://www.capterra.com/p/140624/Predictive-dialer-PBX/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Escala](https://www.capterra.com/p/275431/Escala/)

[4.7 (69)](https://www.capterra.com/p/275431/Escala/reviews/)

Grow your business sales with Escala's all-in-one CRM. Handles all your sales process and relationship client management in one place. [Learn more about Escala](https://www.capterra.com/p/275431/Escala/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Unanet CRM by Cosential](https://www.capterra.com/p/250925/Cosential/)

[4.4 (69)](https://www.capterra.com/p/250925/Cosential/reviews/)

AEC firms grow revenue and decrease costs of winning business with Growth and Relationship Management for CRM, proposals, marketing. [Learn more about Unanet CRM by Cosential](https://www.capterra.com/p/250925/Cosential/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Teamwork CRM](https://www.capterra.com/p/195320/Teamwork-CRM/)

[4.4 (68)](https://www.capterra.com/p/195320/Teamwork-CRM/reviews/)

Teamwork CRM lets you split leads and opportunities into separate pipelines giving you visibility and control over your sales pipeline. [Learn more about Teamwork CRM](https://www.capterra.com/p/195320/Teamwork-CRM/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Cubicl](https://www.capterra.com/p/210502/Cubicl/)

[4.8 (67)](https://www.capterra.com/p/210502/Cubicl/reviews/)

Cubicl combines task management, project planning, team collaboration and your clients in a single platform. [Learn more about Cubicl](https://www.capterra.com/p/210502/Cubicl/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Involve.me](https://www.capterra.com/p/241622/brandquiz/)

[4.4 (67)](https://www.capterra.com/p/241622/brandquiz/reviews/)

No-code funnel builder for creating high-converting, personalized funnels that convert visitors into qualified leads.  [Learn more about Involve.me](https://www.capterra.com/p/241622/brandquiz/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## billage](https://www.capterra.com/p/154529/billage/)

[4.4 (67)](https://www.capterra.com/p/154529/billage/reviews/)

Reduce your stress by easily organizing your business: clients, invoices, expenses, banks and projects. [Learn more about billage](https://www.capterra.com/p/154529/billage/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Zadarma](https://www.capterra.com/p/166095/Zadarma/)

[3.8 (67)](https://www.capterra.com/p/166095/Zadarma/reviews/)

Free Cloud CRM system with a variety of useful features and an integration with Zadarma free business phone system [Learn more about Zadarma](https://www.capterra.com/p/166095/Zadarma/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Rasayel](https://www.capterra.com/p/267153/Rasayel/)

[4.8 (66)](https://www.capterra.com/p/267153/Rasayel/reviews/)

All-in-one B2B sales platform for WhatsApp [Learn more about Rasayel](https://www.capterra.com/p/267153/Rasayel/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Pepperi](https://www.capterra.com/p/146870/Pepperi/)

[4.4 (66)](https://www.capterra.com/p/146870/Pepperi/reviews/)

Accelerate growth, reduce overhead & improve transparency by connecting field sales & B2B eCommerce on a unified and flexible platform [Learn more about Pepperi](https://www.capterra.com/p/146870/Pepperi/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Sellsy](https://www.capterra.com/p/133104/Sellsy/)

[4.2 (66)](https://www.capterra.com/p/133104/Sellsy/reviews/)

CRMs today are samesie, but they're never really Sellsy. Choose your modules and focus on the activites that deliver ROI. [Learn more about Sellsy](https://www.capterra.com/p/133104/Sellsy/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Oracle Sales](https://www.capterra.com/p/139449/Oracle-Sales-Cloud/)

[4.3 (65)](https://www.capterra.com/p/139449/Oracle-Sales-Cloud/reviews/)

Equip your team with the proper processes, tools, resources and intelligence to increase revenues and engage your customer smarter. [Learn more about Oracle Sales](https://www.capterra.com/p/139449/Oracle-Sales-Cloud/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Upnify CRM](https://www.capterra.com/p/232132/Upnify-CRM/)

[4.8 (64)](https://www.capterra.com/p/232132/Upnify-CRM/reviews/)

Upnify CRM, designed by sales Professionals, is the sales management system that will help you to increase your company's revenue. [Learn more about Upnify CRM](https://www.capterra.com/p/232132/Upnify-CRM/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## SalesNexus](https://www.capterra.com/p/83518/SalesNexus-Online-CRM/)

[4.5 (64)](https://www.capterra.com/p/83518/SalesNexus-Online-CRM/reviews/)

CRM built for B2B teams that need disciplined follow-up, pipeline visibility, and revenue consistency.  [Learn more about SalesNexus](https://www.capterra.com/p/83518/SalesNexus-Online-CRM/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Obat](https://www.capterra.com/p/275116/Obat/)

[4.9 (63)](https://www.capterra.com/p/275116/Obat/reviews/)

Obat is the all-in-one tool for construction pros: quotes, invoices, e-invoicing, planning, time tracking and expense management. [Learn more about Obat](https://www.capterra.com/p/275116/Obat/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Humanlinker](https://www.capterra.com/p/240417/Humanlinker/)

[4.5 (63)](https://www.capterra.com/p/240417/Humanlinker/#reviews)

Humanlinker is a SaaS platform using GenAI for hyper-personalized B2B outreach, boosting reply rates and securing more meetings. [Learn more about Humanlinker](https://www.capterra.com/p/240417/Humanlinker/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Lead Docket](https://www.capterra.com/p/176004/LeadDocket/)

[4.9 (62)](https://www.capterra.com/p/176004/LeadDocket/reviews/)

Lead Docket is a top rated cloud-based CRM and lead management platform for law firms. [Learn more about Lead Docket](https://www.capterra.com/p/176004/LeadDocket/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Smark CRM](https://www.capterra.com/p/216819/Smark-CRM/)

[4.5 (62)](https://www.capterra.com/p/216819/Smark-CRM/reviews/)

Customer relationship management software to help businesses manage contacts, support services, communication, marketing, leads & more. [Learn more about Smark CRM](https://www.capterra.com/p/216819/Smark-CRM/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## Priority Software](https://www.capterra.com/p/142289/Priority-Software/)

[4.4 (61)](https://www.capterra.com/p/142289/Priority-Software/reviews/)

Priority provides global businesses with agile, cloud-based, AI-powered ERP solutions for growth, efficiency, and innovation. [Learn more about Priority Software](https://www.capterra.com/p/142289/Priority-Software/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

[## AgentLocator](https://www.capterra.com/p/195054/AgentLocator/)

[4.8 (60)](https://www.capterra.com/p/195054/AgentLocator/reviews/)

AgentLocator provides lead generation & website design services, coupled with a powerful CRM system tailor-made for real estate agents. [Learn more about AgentLocator](https://www.capterra.com/p/195054/AgentLocator/)

CRM features reviewers most value

Contact Management

Data Import/Export

Email Management

Lead Capture

Lead Management

Reporting/Analytics

Sales Pipeline Management

Task Management

Workflow Management

Page 5 of 31

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Key Features

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We have selected the most important and critical features as defined by Capterra user reviews

[Activity Dashboard](https://www.capterra.com/customer-relationship-management-software/features/2178-activity-dashboard/)

[AI Copilot](https://www.capterra.com/customer-relationship-management-software/features/721-virtual-assistant/)

[Alerts/Notifications](https://www.capterra.com/customer-relationship-management-software/features/2861-alerts-notifications/)

[Contact Management](https://www.capterra.com/customer-relationship-management-software/features/3-contact-management/)

[Customizable Fields](https://www.capterra.com/customer-relationship-management-software/features/2016-customizable-fields/)

[Data Import/Export](https://www.capterra.com/customer-relationship-management-software/features/281-data-import-export/)

[Document Storage](https://www.capterra.com/customer-relationship-management-software/features/1100-document-storage/)

[Email Management](https://www.capterra.com/customer-relationship-management-software/features/1033-email-management/)

[Forecasting](https://www.capterra.com/customer-relationship-management-software/features/2875-forecasting/)

[Generative AI](https://www.capterra.com/customer-relationship-management-software/features/2098-ai-content-creation/)

[Interaction Tracking](https://www.capterra.com/customer-relationship-management-software/features/1755-interaction-tracking/)

[Lead Capture](https://www.capterra.com/customer-relationship-management-software/features/3549-lead-capture/)

[Lead Generation](https://www.capterra.com/customer-relationship-management-software/features/3575-lead-generation/)

[Lead Management](https://www.capterra.com/customer-relationship-management-software/features/2498-lead-management/)

[Lead Qualification](https://www.capterra.com/customer-relationship-management-software/features/1061-lead-qualification/)

[Marketing Automation](https://www.capterra.com/customer-relationship-management-software/features/280-marketing-automation/)

[Mobile Access](https://www.capterra.com/customer-relationship-management-software/features/365-mobile-access/)

[Quotes/Estimates](https://www.capterra.com/customer-relationship-management-software/features/2448-quotes-estimates/)

[Referral Tracking](https://www.capterra.com/customer-relationship-management-software/features/4078-referral-tracking/)

[Reporting/Analytics](https://www.capterra.com/customer-relationship-management-software/features/2900-reporting-analytics/)

[Sales Pipeline Management](https://www.capterra.com/customer-relationship-management-software/features/2731-sales-pipeline-management/)

[Segmentation](https://www.capterra.com/customer-relationship-management-software/features/733-segmentation/)

[Task Management](https://www.capterra.com/customer-relationship-management-software/features/2131-task-management/)

[Territory Management](https://www.capterra.com/customer-relationship-management-software/features/2880-territory-management/)

[Workflow Management](https://www.capterra.com/customer-relationship-management-software/features/3209-workflow-management/)

Deployment

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Desktop Linux

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On-Premise Linux

Desktop Chromebook

Mobile Android

Mobile iPhone

Mobile iPad

Related Software Category:

[Contact Management Software](https://www.capterra.com/contact-management-software/)[Customer Experience Software](https://www.capterra.com/customer-experience-software/)[Customer Success Software](https://www.capterra.com/customer-success-software/)[Client Onboarding Software](https://www.capterra.com/client-onboarding-software/)[Customer Journey Mapping Tools Software](https://www.capterra.com/customer-journey-mapping-tools-software/)[Customer Retention Software](https://www.capterra.com/customer-retention-software/)

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[Free](https://www.capterra.com/customer-relationship-management-software/s/free/)[For Mac](https://www.capterra.com/customer-relationship-management-software/s/mac/)[For Small Businesses](https://www.capterra.com/customer-relationship-management-software/s/small-businesses/)