# Page 8 | Best CRM Software 2026 | Capterra

> Page 8 - 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 8

[## Dew-X](https://www.capterra.com/p/10005352/DewX/)

[5.0 (27)](https://www.capterra.com/p/10005352/DewX/#reviews)

Cloud-based and on-premises workflow, project management tool, CRM, Time Tracker and more. Teamwork. No-code / Low-code platform. [Learn more about Dew-X](https://www.capterra.com/p/10005352/DewX/)

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

[## RAYNET CRM](https://www.capterra.com/p/136797/RAYNET-CRM/)

[4.9 (27)](https://www.capterra.com/p/136797/RAYNET-CRM/reviews/)

Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis, all in one place. [Learn more about RAYNET CRM](https://www.capterra.com/p/136797/RAYNET-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

[## BoondManager](https://www.capterra.com/p/218455/BoondManager/)

[4.7 (27)](https://www.capterra.com/p/218455/BoondManager/reviews/)

ERP tool. It helps IT services businesses, consulting firms and engineering companies with sales, HR & administration. [Learn more about BoondManager](https://www.capterra.com/p/218455/BoondManager/)

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.

[## PORTERS](https://www.capterra.com/p/179650/HR-Business-Cloud/)

[4.6 (27)](https://www.capterra.com/p/179650/HR-Business-Cloud/reviews/)

PORTERS is a cloud-based ATS/CRM designed for all Recruitment businesses. More than 2,000 companies worldwide leverage our product.  [Learn more about PORTERS](https://www.capterra.com/p/179650/HR-Business-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

[## karmaCRM](https://www.capterra.com/p/45248/karmaCRM/)

[4.5 (27)](https://www.capterra.com/p/45248/karmaCRM/reviews/)

Experience the most intuitive CRM in the world. Foster customer relationships without expensive add-ons and complex interfaces. [Learn more about karmaCRM](https://www.capterra.com/p/45248/karmaCRM/)

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

[## TimeTonic](https://www.capterra.com/p/192734/TimeTonic/)

[4.4 (27)](https://www.capterra.com/p/192734/TimeTonic/reviews/)

A visual management platform & database as flexible as a spreadsheet to create, automate and manage custom-tailored business processes [Learn more about TimeTonic](https://www.capterra.com/p/192734/TimeTonic/)

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

[## Oleeo](https://www.capterra.com/p/161753/Oleeo/)

[4.3 (27)](https://www.capterra.com/p/161753/Oleeo/reviews/)

With Oleeo Engage, recruiters use bulk processing to automate and schedule tailored communications, including emails and texts. [Learn more about Oleeo](https://www.capterra.com/p/161753/Oleeo/)

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

[## BrandWide](https://www.capterra.com/p/179750/Brand-Wide/)

[5.0 (26)](https://www.capterra.com/p/179750/Brand-Wide/reviews/)

BrandWide is a franchise management leader, offering one complete platform to manage the full franchise lifecycle in one system. [Learn more about BrandWide](https://www.capterra.com/p/179750/Brand-Wide/)

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

[## PipeRun](https://www.capterra.com/p/191615/PipeRun/)

[4.8 (26)](https://www.capterra.com/p/191615/PipeRun/reviews/)

Sales CRM solution that helps businesses visualize opportunities by receiving leads from Facebook campaigns, chat services, & LinkedIn. [Learn more about PipeRun](https://www.capterra.com/p/191615/PipeRun/)

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

[## SMS-iT](https://www.capterra.com/p/242072/SMS-iT/)

[4.6 (26)](https://www.capterra.com/p/242072/SMS-iT/reviews/)

SMS-iT is a semi-sentient communication-focused CRM for sales and marketing. It is an all-in-one system designed for infinite growth. [Learn more about SMS-iT](https://www.capterra.com/p/242072/SMS-iT/)

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

[## CRM.io](https://www.capterra.com/p/248620/CRMio/)

[4.4 (26)](https://www.capterra.com/p/248620/CRMio/reviews/)

CRM.io is an AI-powered CRM platform offering AI Agent, Cadence, Email Bot, Telephony, and WhatsApp Automation for streamlined sales [Learn more about CRM.io](https://www.capterra.com/p/248620/CRMio/)

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

[## FunnelMaker](https://www.capterra.com/p/169466/Funnelmaker/)

[4.3 (26)](https://www.capterra.com/p/169466/Funnelmaker/reviews/)

Web-based solution that provides customer relationship management through project management, social network marketing and more. [Learn more about FunnelMaker](https://www.capterra.com/p/169466/Funnelmaker/)

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

[## DSS](https://www.capterra.com/p/149432/DSS/)

[4.9 (25)](https://www.capterra.com/p/149432/DSS/reviews/)

Marketing software with a CMS & CRM that lets you take your business to the next level. We will teach you how to market your business! [Learn more about DSS](https://www.capterra.com/p/149432/DSS/)

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

[## Sellful](https://www.capterra.com/p/195856/Sellful/)

[4.7 (25)](https://www.capterra.com/p/195856/Sellful/reviews/)

Helps you build anything from simple websites to full white label ERP solutions for your company or clients with just a few clicks.  [Learn more about Sellful](https://www.capterra.com/p/195856/Sellful/)

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

[## VOGSY](https://www.capterra.com/p/162440/VOGSY/)

[4.6 (25)](https://www.capterra.com/p/162440/VOGSY/reviews/)

Enterprise-grade project management, resource planning & project accounting. Fair total cost of ownership & fast time to value. [Learn more about VOGSY](https://www.capterra.com/p/162440/VOGSY/)

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

[## Onaris](https://www.capterra.com/p/171228/inaCatalog/)

[4.5 (25)](https://www.capterra.com/p/171228/inaCatalog/reviews/)

Onaris is a sales platform that connects CRM, B2B/B2C eCommerce, and ERP to help sales teams sell with more control, agility, and visib [Learn more about Onaris](https://www.capterra.com/p/171228/inaCatalog/)

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

[## Infor CRM](https://www.capterra.com/p/148351/Infor-CRM/)

[3.7 (25)](https://www.capterra.com/p/148351/Infor-CRM/reviews/)

Helps companies optimize customer relationships by integrating marketing, sales, and service. [Learn more about Infor CRM](https://www.capterra.com/p/148351/Infor-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

[## Anthill](https://www.capterra.com/p/167962/Anthill-CRm/)

[5.0 (24)](https://www.capterra.com/p/167962/Anthill-CRm/reviews/)

Anthill is a process-centric CRM allowing companies to manage their unique customer journey across Sales, Admin and Support teams. [Learn more about Anthill](https://www.capterra.com/p/167962/Anthill-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

[## BNC IBIS](https://www.capterra.com/p/265977/BNC-IBIS/)

[4.9 (24)](https://www.capterra.com/p/265977/BNC-IBIS/reviews/)

The region's best CRM cloud software for selling on construction projects with optional integration with project intelligence to automa [Learn more about BNC IBIS](https://www.capterra.com/p/265977/BNC-IBIS/)

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

[## ConvergeHub](https://www.capterra.com/p/134185/ConvergeHub/)

[4.8 (24)](https://www.capterra.com/p/134185/ConvergeHub/reviews/)

Built for Growth. Trusted by SMBs. ConvergeHub simplifies customer management by combining sales, marketing, support, and billing into  [Learn more about ConvergeHub](https://www.capterra.com/p/134185/ConvergeHub/)

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

[## Inception CRM](https://www.capterra.com/p/248776/Inception-CRM/)

[4.7 (24)](https://www.capterra.com/p/248776/Inception-CRM/reviews/)

Inception CRM assists life science sales teams by supporting end-to-end operations remotely and in the field. [Learn more about Inception CRM](https://www.capterra.com/p/248776/Inception-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

[## CoManage](https://www.capterra.com/p/175567/CoManage/)

[4.6 (24)](https://www.capterra.com/p/175567/CoManage/reviews/)

The online business management tool for self-employed and small businesses with more than 5 clients a year. [Learn more about CoManage](https://www.capterra.com/p/175567/CoManage/)

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

[## TecArt](https://www.capterra.com/p/163179/TecArt/)

[4.5 (24)](https://www.capterra.com/p/163179/TecArt/reviews/)

German Cloud CRM for Sales, Marketing & Service | Enterprise CRM [Learn more about TecArt](https://www.capterra.com/p/163179/TecArt/)

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

[## WolfCRM](https://www.capterra.com/p/241746/WolfCRM/)

[4.5 (24)](https://www.capterra.com/p/241746/WolfCRM/reviews/)

WolfCRM is a suite of the customer relationship management software products WolfCRM Business, WolfCRM Professional & WolfCRM Marketing [Learn more about WolfCRM](https://www.capterra.com/p/241746/WolfCRM/)

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

[## SocialEpoch](https://www.capterra.com/p/213833/WhatsApp-SCRM/)

[4.5 (24)](https://www.capterra.com/p/213833/WhatsApp-SCRM/reviews/)

Social CRM integration based on WhatsApp with features like multi-accounts login, auto sales bot, creating tags, and more. [Learn more about SocialEpoch](https://www.capterra.com/p/213833/WhatsApp-SCRM/)

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

[## Soffront CRM](https://www.capterra.com/p/9990/Soffront-CRM/)

[4.3 (24)](https://www.capterra.com/p/9990/Soffront-CRM/reviews/)

Soffront offers an award winning integrated CRM spanning marketing, sales and service. [Learn more about Soffront CRM](https://www.capterra.com/p/9990/Soffront-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

[## Snapforce](https://www.capterra.com/p/135407/Snapforce-CRM/)

[4.1 (24)](https://www.capterra.com/p/135407/Snapforce-CRM/reviews/)

Snapforce is an easy to use CRM software, used by more than 65,000 users in 12 countries. [Learn more about Snapforce](https://www.capterra.com/p/135407/Snapforce-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

[## legalsurf](https://www.capterra.com/p/10010050/LegalSurf/)

[4.9 (23)](https://www.capterra.com/p/10010050/LegalSurf/reviews/)

LegalSurf is a SaaS platform that optimizes legal management, automating tasks and improving productivity. [Learn more about legalsurf](https://www.capterra.com/p/10010050/LegalSurf/)

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

[## VobeSoft](https://www.capterra.com/p/182839/VobeCustom/)

[4.9 (23)](https://www.capterra.com/p/182839/VobeCustom/reviews/)

The CRM of your dreams is a few clicks away. With our no-code platform, you create your own solution giving you a 360-degree overview. [Learn more about VobeSoft](https://www.capterra.com/p/182839/VobeCustom/)

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 Sales Cloud](https://www.capterra.com/p/153454/SPM/)

[4.2 (23)](https://www.capterra.com/p/153454/SPM/reviews/)

Gives organizations the power of real-time planning and fast communication by tracking, prioritizing, and coordinating tasks. [Learn more about SAP Sales Cloud](https://www.capterra.com/p/153454/SPM/)

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

[## ECI Homebuilder Sales & Marketing](https://www.capterra.com/p/10038674/ECI-Homebuilder-Sales-Marketing-Software/)

[4.1 (23)](https://www.capterra.com/p/10038674/ECI-Homebuilder-Sales-Marketing-Software/#reviews)

ECI Homebuilder Sales Software helps builders capture, qualify, and convert buyers with CRM, lot maps, virtual tours, and design tools. [Learn more about ECI Homebuilder Sales & Marketing](https://www.capterra.com/p/10038674/ECI-Homebuilder-Sales-Marketing-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

[## Digistorm Funnel](https://www.capterra.com/p/179001/Funnel/)

[4.8 (22)](https://www.capterra.com/p/179001/Funnel/reviews/)

Nurture families from awareness to admission with Funnel, our all-in-one school admissions solution for K-12 schools around the world. [Learn more about Digistorm Funnel](https://www.capterra.com/p/179001/Funnel/)

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

[## CompanyHub](https://www.capterra.com/p/150740/CompanyHub-CRM/)

[4.7 (22)](https://www.capterra.com/p/150740/CompanyHub-CRM/#reviews)

Every industry is different. CompanyHub adapts to your needs in clicks. It has powerful reporting, email sync, bulk mail and lots more. [Learn more about CompanyHub](https://www.capterra.com/p/150740/CompanyHub-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

[## SalesExec](https://www.capterra.com/p/126733/SalesExec/)

[4.7 (22)](https://www.capterra.com/p/126733/SalesExec/reviews/)

SalesExec is an all-in-one sales automation solution to help you reach more prospects. Featuring dialing, SMS, and email nurture. [Learn more about SalesExec](https://www.capterra.com/p/126733/SalesExec/)

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

[## Axonaut](https://www.capterra.com/p/178036/Axonaut/)

[4.6 (22)](https://www.capterra.com/p/178036/Axonaut/reviews/)

Axonaut is an all-in-one CRM for small businesses, streamlining contact management, sales, and collaboration in a single platform. [Learn more about Axonaut](https://www.capterra.com/p/178036/Axonaut/)

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

[## Referral Maker CRM](https://www.capterra.com/p/161832/Referral-Maker-CRM/)

[4.3 (22)](https://www.capterra.com/p/161832/Referral-Maker-CRM/reviews/)

Cloud-based system that enables real estate professionals to generate leads, track expenses, set goals, and prioritize actions. [Learn more about Referral Maker CRM](https://www.capterra.com/p/161832/Referral-Maker-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

[## Lime Go](https://www.capterra.com/p/229083/Lime-Go/)

[4.2 (22)](https://www.capterra.com/p/229083/Lime-Go/reviews/)

Lime Go is a sales tool that allows users to manage sales processes in a structured way to close more deals using company information. [Learn more about Lime Go](https://www.capterra.com/p/229083/Lime-Go/)

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

[## Listrak](https://www.capterra.com/p/64230/Listrak/)

[4.0 (22)](https://www.capterra.com/p/64230/Listrak/reviews/)

Listrak unifies data and channels to deliver personalized CRM that drives loyalty, retention, and real-time revenue growth. [Learn more about Listrak](https://www.capterra.com/p/64230/Listrak/)

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

[## Initiative CRM](https://www.capterra.com/p/181326/Intiative-CRM/)

[4.9 (21)](https://www.capterra.com/p/181326/Intiative-CRM/reviews/)

Transform your sales with Initiative CRM! Precise tracking, seamless integration, and ultimate customization. Discover the premium alte [Learn more about Initiative CRM](https://www.capterra.com/p/181326/Intiative-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

[## Clubspeed](https://www.capterra.com/p/211057/Clubspeed/)

[4.9 (21)](https://www.capterra.com/p/211057/Clubspeed/reviews/)

With Clubspeed, you can search contacts, email event confirmations, contact your customers, handle online pre-registration, and more! [Learn more about Clubspeed](https://www.capterra.com/p/211057/Clubspeed/)

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

[## Agendor](https://www.capterra.com/p/191403/Agendor/)

[4.8 (21)](https://www.capterra.com/p/191403/Agendor/reviews/)

Agendor is a CRM and management platform focused on consultative selling. It acts as a dashboard & personal assistant for sales teams. [Learn more about Agendor](https://www.capterra.com/p/191403/Agendor/)

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

[## charles](https://www.capterra.com/p/229087/Charles/)

[4.4 (21)](https://www.capterra.com/p/229087/Charles/reviews/)

WhatsApp marketing platform that enables businesses to to build, scale and drive revenue from a WhatsApp channel. [Learn more about charles](https://www.capterra.com/p/229087/Charles/)

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

[## TELUS Sales Enablement](https://www.capterra.com/p/178728/Food-Service-Enablers/)

[4.4 (21)](https://www.capterra.com/p/178728/Food-Service-Enablers/reviews/)

TELUS Sales Enablement: End-to-end platform with CRM/analytics for foodservice to boost sales and growth. [Learn more about TELUS Sales Enablement](https://www.capterra.com/p/178728/Food-Service-Enablers/)

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

[## PMAM CRM](https://www.capterra.com/p/129879/PMAM-CRM/)

[3.9 (21)](https://www.capterra.com/p/129879/PMAM-CRM/#reviews)

The Complete Affordable CRM [Learn more about PMAM CRM](https://www.capterra.com/p/129879/PMAM-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

[## MadeMarket](https://www.capterra.com/p/265141/MadeMarket/)

[4.8 (20)](https://www.capterra.com/p/265141/MadeMarket/reviews/)

A purpose-built tool that lets businesses manage relationships, access contacts, build buyer lists, monitor active deals, and more. [Learn more about MadeMarket](https://www.capterra.com/p/265141/MadeMarket/)

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

[## OfficeClip Contact Management](https://www.capterra.com/p/873/OfficeClip-Contact-Management/)

[4.7 (20)](https://www.capterra.com/p/873/OfficeClip-Contact-Management/reviews/)

OfficeClip Contact Manager organizes your contacts, automates workflows, and manages invoicing to boost your business efficiency. [Learn more about OfficeClip Contact Management](https://www.capterra.com/p/873/OfficeClip-Contact-Management/)

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

[## CSOne](https://www.capterra.com/p/160092/CSOne/)

[4.6 (20)](https://www.capterra.com/p/160092/CSOne/reviews/)

The field service software “CSOne” will make your field service more efficient and profitable. [Learn more about CSOne](https://www.capterra.com/p/160092/CSOne/)

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

[## Officetree](https://www.capterra.com/p/191795/Officetree/)

[4.3 (20)](https://www.capterra.com/p/191795/Officetree/reviews/)

Cloud-based suite of integrated applications that enables businesses with CRM, invoicing, help desk, accounting, and more. [Learn more about Officetree](https://www.capterra.com/p/191795/Officetree/)

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

[## Lab Event](https://www.capterra.com/p/201013/Lab-Event/)

[5.0 (19)](https://www.capterra.com/p/201013/Lab-Event/#reviews)

Client Relationship Management (CRM): Track client interactions, preferences, and event history to provide personalized experiences and [Learn more about Lab Event](https://www.capterra.com/p/201013/Lab-Event/)

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

[## OneDeck](https://www.capterra.com/p/10002204/OneDeck/)

[4.9 (19)](https://www.capterra.com/p/10002204/OneDeck/reviews/)

All your business needs in one simple and automated platform. [Learn more about OneDeck](https://www.capterra.com/p/10002204/OneDeck/)

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 8 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 Mac

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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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