--- title: "Best Financial CRM Software 2026 | Capterra" description: "Find the top Financial 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_url: "https://www.capterra.com/financial-crm-software/" page_type: "category" language: "en" --- # Best Financial CRM Software ## Zoho CRM Rating: 4.3 out of 5 (6,996 reviews) Profile: [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Zoho CRM is an AI-powered sales CRM that helps banks and financial service firms automate business processes and accelerate efficiency. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.1 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Pros: - Integrated sales process automation - Centralized client relationship management Cons: - Frequent bugs and performance issues #### Starting price Starting price: $14.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Client Management: 4.6 rating - CRM: 4.6 rating - Contact Management: 4.3 rating - Task Management: 4.4 rating #### Lowest rated features - Email Marketing: 3.0 rating - Lead Management: 4.0 rating - Relationship Tracking: 3.8 rating - Pipeline Management: 4.0 rating #### Feature-related review snippet Reviewer: Max P. Reviewer details: Facilities Services, 10,001+ employees Published: January 7, 2025 > "Ease of Adoption: Zoho CRM's intuitive interface, coupled with SMF360's expert guidance, made onboarding seamless." ### Gallery tab Ease of use: 4.2 out of 5 (6,996 reviews) #### Related review snippet Reviewer: Alexandre D. Reviewer details: Information Technology and Services, 11-50 employees Published: June 17, 2026 > "The best I can say is that it’s a stable and solid option for properly midsize businesses such as ours, where we need a blend of capabilities in contact administration, e-mail communications, and process automation." ### Integrations tab Zoho CRM connects with 68+ software tools. [See all integrations](https://www.capterra.com/p/155928/Zoho-CRM/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Trello: 4.5 rating - Dropbox: 4.5 rating - Box: 4.4 rating - HubSpot CRM: 4.5 rating - Zoho Social: 4.6 rating #### Integrations-related review snippet Reviewer: Khyan A. Reviewer details: Computer Software, 1,001-5,000 employees Published: July 23, 2026 > "Being cloud-based made it easy to access information from anywhere, and it integrated reasonably well with other business systems." --- ## Maximizer CRM Rating: 4.1 out of 5 (366 reviews) Profile: [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Maximizer CRM for Financial Advisors streamlines organization, ensures compliance, and prepares for growth. #### Rating breakdown - Ease of Use: 3.9 out of 5 - Customer Service: 4.0 out of 5 - Features: 3.9 out of 5 - Value for Money: 3.8 out of 5 #### Pros and cons based on reviews Pros: - Flexible platform personalization options - Adaptable for growing businesses Cons: - Complex and unintuitive navigation - Frequent technical disruptions #### Starting price Starting price: $65.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Task Management: 4.9 rating - Client Management: 4.8 rating - Contact Management: 4.6 rating - CRM: 4.8 rating #### Lowest rated features - Workflow Management: 2.0 rating - Customizable Reports: 4.0 rating - Data Import/Export: 4.3 rating - Customizable Fields: 4.5 rating #### Feature-related review snippet Reviewer: Abel A. Reviewer details: Hospitality, 1-10 employees Published: October 3, 2023 > "perfect software, intuitive and allows us to have access to information... but it would be better if it helped us to do better housekeeping" ### Gallery tab Ease of use: 3.9 out of 5 (366 reviews) #### Related review snippet Reviewer: Maggie M. Reviewer details: Financial Services, 1-10 employees Published: November 6, 2024 > "The integration with third-party applications like Outlook and Office 365 enhances workflow efficiency, making it easier to manage customer relationships and streamline day-to-day tasks." ### Integrations tab Maximizer CRM connects with 15+ software tools. [See all integrations](https://www.capterra.com/p/154610/Maximizer-CRM/#integrations) #### Most popular integrations - Gmail: 4.8 rating - SurveyMonkey: 4.6 rating - QuickBooks Online: 4.3 rating - Eventbrite: 4.6 rating - Microsoft SharePoint: 4.4 rating - HubSpot CRM: 4.5 rating #### Integrations-related review snippet Reviewer: Adrian G. Reviewer details: Financial Services, 1-10 employees Published: October 31, 2022 > "I love the fact that it integrates really well with the Microsoft Office suite of programs." --- ## HubSpot CRM Rating: 4.5 out of 5 (4,484 reviews) Profile: [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Customer relationship management solution that helps businesses organize, track, and build relationships with leads and customers. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Pros: - Integrated sales and marketing platform - Comprehensive lead management tools Cons: - High and complex pricing structure - Frequent bugs and technical glitches #### Starting price Starting price: $20.00 Pricing details: Per User, Per Month Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Customer Database: 4.6 rating - Contact Management: 4.2 rating - Lead Management: 4.0 rating - Task Management: 4.2 rating #### Lowest rated features - Email Marketing: 2.0 rating - Lead Capture: 3.7 rating - Document Management: 3.0 rating - Workflow Management: 4.3 rating #### Feature-related review snippet Reviewer: Ravi V. Reviewer details: Construction, 201-500 employees Published: September 29, 2025 > "The interface is easy to understand and the free plan is also helpful in getting started and testing how things work in the CRM" ### Gallery tab Ease of use: 4.4 out of 5 (4,484 reviews) #### Related review snippet Reviewer: Andrea L. Reviewer details: Translation and Localization, 1-10 employees Published: July 16, 2026 > "The platform is intuitive, reliable, and integrates well with the other tools we use, allowing us to streamline workflows and automate repetitive tasks. Although some advanced features require higher-tier plans, the core CRM provides significant value and has become an essential part of our day-to-day operations." ### Integrations tab HubSpot CRM connects with 194+ software tools. [See all integrations](https://www.capterra.com/p/152373/HubSpot-CRM/#integrations) #### Most popular integrations - ActiveCampaign: 4.6 rating - Clio: 4.7 rating - Hotjar: 4.6 rating - Grow: 4.4 rating - Drift: 4.5 rating - Chargebee: 4.3 rating #### Integrations-related review snippet Reviewer: Natalie S. Reviewer details: International Trade and Development, 11-50 employees Published: April 16, 2025 > "I like because allows multiple integration such as calendar integrations, marketing tools integrations and social media integration." --- 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. ## Creatio CRM Rating: 4.7 out of 5 (150 reviews) Profile: [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Best-in-class financial services CRM and workflow platform with no-code and AI at its core. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $40.00 Pricing details: Per User, Per Month Free trial: No Free demo: Yes ### Features tab #### Highest rated features - CRM: 4.8 rating - Customer Database: 5.0 rating - Contact Management: 4.8 rating - Lead Management: 4.5 rating #### Lowest rated features - Reporting & Statistics: 4.0 rating - Alerts/Notifications: 5.0 rating - Lead Capture: 5.0 rating - Pipeline Management: 5.0 rating #### Feature-related review snippet Reviewer: Vine S. Reviewer details: Biotechnology, 51-200 employees Published: June 15, 2026 > "Ease of use and how accessible it is for any person regardless of their technical level to start implementing features." ### Gallery tab Ease of use: 4.6 out of 5 (150 reviews) #### Related review snippet Reviewer: Eduardo C. Reviewer details: Computer Software, 11-50 employees Published: June 14, 2026 > "From a technology perspective, it provides the governance, scalability, integration capabilities, and enterprise architecture needed to support long-term growth." ### Integrations tab Creatio CRM connects with 19+ software tools. [See all integrations](https://www.capterra.com/p/130149/bpm-online-CRM/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - Gmail: 4.8 rating - Google Calendar: 5.0 rating - Microsoft Word: 4.7 rating - Microsoft Outlook: 4.5 rating - Meta for Business: 4.4 rating - Twitter/X: 4.5 rating - Google Contacts: 4.7 rating - Brandwatch: 4.2 rating --- ## Backstop Rating: 4.3 out of 5 (46 reviews) Profile: [Backstop](https://www.capterra.com/p/169054/Backstop/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $3000.00 Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Contact Management: 4.8 rating - Relationship Tracking: 4.5 rating - Client Management: 4.3 rating - Document Management: 4.7 rating #### Lowest rated features - Data Import/Export: 3.0 rating - Campaign Management: 3.0 rating - Email Marketing: 4.0 rating - Access Controls/Permissions: 5.0 rating #### Feature-related review snippet Reviewer: Idjaz B. Reviewer details: Financial Services, 11-50 employees Published: February 22, 2023 > "One of the best friendly user (UI/UX) interface in the space" ### Gallery tab Ease of use: 4.2 out of 5 (46 reviews) #### Related review snippet Reviewer: Ajay S. Reviewer details: Investment Management, 51-200 employees Published: April 13, 2023 > "Very easy to use product and transition from legacy applications has been quite easy for all our Advisors and Admins." --- ## HoneyBook Rating: 4.7 out of 5 (688 reviews) Profile: [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? HoneyBook is a client management software that helps small businesses handle proposals, contracts, invoices, payments, and projects. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Pros: - Customizable and automated workflows - Comprehensive business organization tool Cons: - Inconsistent and limited email features - Slow and restrictive payment processing #### Starting price Starting price: $36.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Contact Management: Available - Client Management: Available - Lead Management: Available - Data Import/Export: Available - Customer Database: Available - Document Management: Available - Pipeline Management: Not available - Email Marketing: Not available - Activity Dashboard: Available - Campaign Management: Not available - Team Assignments: Not available - Relationship Tracking: Not available #### Feature-related review snippet Reviewer: Chris F. Reviewer details: Entertainment, 1-10 employees Published: March 24, 2025 > "A great CRM interface that makes it very easy to run your own books, contracts, client communication, and take payments." ### Gallery tab Ease of use: 4.6 out of 5 (688 reviews) #### Related review snippet Reviewer: Ryan P. Reviewer details: Design, Self-employed Published: March 17, 2026 > "My favorite thing about it is that You can manage the entire client journey from inquiry to contract to payment and delivery in one place." ### Integrations tab HoneyBook connects with 81+ software tools. [See all integrations](https://www.capterra.com/p/162588/HoneyBook/#integrations) #### Most popular integrations - Google Docs: 4.7 rating - WordPress: 4.6 rating - Gmail: 4.9 rating - OneDrive: 4.5 rating - Evernote Teams: 4.4 rating - FreshBooks: 4.5 rating #### Integrations-related review snippet Reviewer: Samuel M. Reviewer details: Information Technology and Services, Self-employed Published: October 17, 2022 > "it helps me efficiently manage my finances in my business, and its integration with other softwares that i use is quite good." --- ## Less Annoying CRM Rating: 4.8 out of 5 (657 reviews) Profile: [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Less Annoying CRM is for small businesses outgrowing spreadsheets. Get simple tasks, contacts, & leads without the CRM complexity. #### Rating breakdown - Ease of Use: 4.9 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $15.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Contact Management: 5.0 rating - Lead Management: 5.0 rating - Task Management: 5.0 rating - Activity Tracking: 5.0 rating #### Lowest rated features - Client Management: 5.0 rating - CRM: 5.0 rating - Customer Database: 5.0 rating - Customizable Reports: 5.0 rating #### Feature-related review snippet Reviewer: Casey E. Reviewer details: Health, Wellness and Fitness, 51-200 employees Published: July 10, 2023 > "Less Annoying CRM is a great app to work with, the UI is intuitive and user friendly." ### Gallery tab Ease of use: 4.9 out of 5 (657 reviews) #### Related review snippet Reviewer: Steve L. Reviewer details: Business Supplies and Equipment, 11-50 employees Published: December 18, 2025 > "This service simply is fantastic for a sales rep. If you use a business card app, I use cam card, you can simply scan the card and synchronize and upload to LACRM." ### Integrations tab Less Annoying CRM connects with 14+ software tools. [See all integrations](https://www.capterra.com/p/118921/Less-Annoying-CRM/#integrations) #### Most popular integrations - Google Forms: 4.7 rating - Google Calendar: 4.8 rating - Zapier: 4.8 rating - Microsoft Outlook: 4.8 rating - Google Contacts: 4.6 rating - CallHippo: 4.4 rating #### Integrations-related review snippet Reviewer: Jason H. Reviewer details: Computer Software, 1-10 employees Published: January 2, 2025 > "It has an easy API for integrations." --- ## Bigin by Zoho CRM Rating: 4.7 out of 5 (744 reviews) Profile: [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Bigin is an affordable, user-friendly CRM designed to help businesses in the financial sector manage their clients effectively. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $7.00 Pricing details: Per User, Per Year Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Access Controls/Permissions: 3.0 rating - Lead Management: 3.0 rating - Reporting & Statistics: 3.0 rating #### Feature-related review snippet Reviewer: Matt H. Reviewer details: Financial Services, Self-employed Published: December 20, 2024 > "Starting a new business i needed a CRM that got me up and running as quick as possible and Bigin by Zoho does this, through simple user friendly dashboard, integrations" ### Gallery tab Ease of use: 4.8 out of 5 (744 reviews) #### Related review snippet Reviewer: Nabil G. Reviewer details: Education Management, 1-10 employees Published: March 31, 2026 > "It takes the headache out of CRM management by focusing purely on moving deals forward, and the built-in telephony means I never have to leave the app to close a sale" ### Integrations tab Bigin by Zoho CRM connects with 78+ software tools. [See all integrations](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#integrations) #### Most popular integrations - Google Workspace: 4.8 rating - Microsoft 365: 4.5 rating - Zoho CRM: 4.3 rating - Zapier: 4.9 rating - Zoho Desk: 4.5 rating - Zoho Meeting: 4.6 rating #### Integrations-related review snippet Reviewer: Natalia V. Reviewer details: Media Production, 51-200 employees Published: November 28, 2024 > "The integration with other Zoho tools, such as Zoho Projects and Zoho Desk, helps us streamline communication across teams and track progress effortlessly." --- ## Pipedrive Rating: 4.5 out of 5 (3,059 reviews) Profile: [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Pros: - Minimal learning curve CRM - Highly visual pipeline management Cons: - Limited advanced reporting features - Complex search and filtering process #### Starting price Starting price: $19.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - CRM: 5.0 rating - Lead Management: 4.3 rating - Contact Management: 4.7 rating - Pipeline Management: 5.0 rating #### Lowest rated features - Customer Database: 4.0 rating - Data Import/Export: 4.0 rating - Lead Capture: 4.0 rating - Team Assignments: 4.0 rating #### Feature-related review snippet Reviewer: Samuel B. Reviewer details: Information Services, 1-10 employees Published: September 3, 2024 > "Nice interface for business and prospects management" ### Gallery tab Ease of use: 4.5 out of 5 (3,059 reviews) #### Related review snippet Reviewer: Brett B. Reviewer details: Marketing and Advertising, 1-10 employees Published: July 14, 2026 > "Pipedrive gives you a clear visual view of your sales pipeline, makes it easy to manage opportunities and follow-ups, and helps you stay organized without the complexity and administrative burden that often come with larger CRMs." ### Integrations tab Pipedrive connects with 94+ software tools. [See all integrations](https://www.capterra.com/p/132666/Pipedrive/#integrations) #### Most popular integrations - QuickBooks Online: 4.3 rating - Aircall: 4.2 rating - Livestorm: 4.7 rating - Proposify: 4.4 rating - Help Scout: 4.6 rating - Wishpond: 4.1 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Logistics and Supply Chain, 51-200 employees Published: November 12, 2024 > "The platform offers significant customization options, including automation, workflow management, integrated email, activity tracking, insights, and reporting." --- ## NetSuite Rating: 4.2 out of 5 (2,068 reviews) Profile: [NetSuite](https://www.capterra.com/p/135757/NetSuite/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? NetSuite is the AI-powered cloud ERP that unifies financials and operations to help businesses grow and scale. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 3.8 out of 5 - Features: 4.2 out of 5 - Value for Money: 3.9 out of 5 #### Pros and cons based on reviews Pros: - Integrated financial process automation - Unified inventory and order control Cons: - High and unpredictable costs - Persistent bugs and unresolved errors #### Starting price Starting price: Not available Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Forecasting: 4.5 rating - Sales Reports: 4.5 rating - CRM: 4.0 rating - Activity Tracking: 4.0 rating #### Lowest rated features - Campaign Management: 4.0 rating - Client Management: 4.0 rating - Customizable Reports: 4.0 rating - Lead Management: 4.0 rating #### Feature-related review snippet Reviewer: Teresa Z. Reviewer details: Wholesale, 51-200 employees Published: March 25, 2026 > "What I like the most about NetSuite is its innovative AI technology, which could significantly reduce the amount of manual work involved within the business" ### Gallery tab Ease of use: 4.0 out of 5 (2,068 reviews) #### Related review snippet Reviewer: Sachin P. Reviewer details: Consumer Goods, 51-200 employees Published: April 8, 2026 > "Its real-time reporting and scalability were especially valuable for supporting business growth and decision-making. If you want, tell me your role (e.g., finance, ops, sales), and I can tailor it to sound more personal and specific." ### Integrations tab NetSuite connects with 18+ software tools. [See all integrations](https://www.capterra.com/p/135757/NetSuite/#integrations) #### Most popular integrations - Docusign: 4.7 rating - Box: 4.4 rating - BambooHR: 4.6 rating - Microsoft Outlook: 4.3 rating - SAP Concur: 3.9 rating - Expensify: 4.1 rating #### Integrations-related review snippet Reviewer: Keson Y. Reviewer details: Transportation/Trucking/Railroad, 51-200 employees Published: March 25, 2026 > "What I liked most about NetSuite was how it brings multiple business functions into one integrated platform." --- ## Nimble Rating: 4.4 out of 5 (1,868 reviews) Profile: [Nimble](https://www.capterra.com/p/123032/Nimble/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Nimble is the AI-driven CRM for smarter email marketing, engagement, sales, and business growth. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Pros: - Simple and intuitive interface - Comprehensive relationship management features Cons: - Confusing and costly pricing structure - Limited and unreliable mobile experience #### Starting price Starting price: $29.90 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Contact Management: 4.9 rating - Lead Management: 4.3 rating - Task Management: 4.6 rating - Customer Database: 4.8 rating #### Lowest rated features - Calendar Sync: 4.3 rating - Interaction Tracking: 4.3 rating - Data Import/Export: 4.3 rating - Lead Capture: 4.3 rating #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Graphic Design, Self-employed Published: November 20, 2024 > "Its simple interface allows us to focus on creative work without being bogged down by complex CRM systems." ### Gallery tab Ease of use: 4.3 out of 5 (1,868 reviews) #### Related review snippet Reviewer: Verified Reviewer Reviewer details: Graphic Design, Self-employed Published: November 20, 2024 > "Its simple interface allows us to focus on creative work without being bogged down by complex CRM systems." ### Integrations tab Nimble connects with 70+ software tools. [See all integrations](https://www.capterra.com/p/123032/Nimble/#integrations) #### Most popular integrations - Gmail: 5.0 rating - Zoho CRM: 4.3 rating - Shopify: 4.5 rating - Zendesk Suite: 4.4 rating - Freshdesk: 4.5 rating - ActiveCampaign: 4.6 rating #### Integrations-related review snippet Reviewer: Victor H. Reviewer details: Marketing and Advertising, 51-200 employees Published: December 4, 2024 > "Trackable emails makes this platform quite reliable and secure." --- ## Keap Rating: 4.1 out of 5 (1,298 reviews) Profile: [Keap](https://www.capterra.com/p/76390/Infusionsoft/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The smarter way for small businesses to do great work. Keap helps businesses organize client information and daily work in one place. #### Rating breakdown - Ease of Use: 3.6 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.1 out of 5 - Value for Money: 3.8 out of 5 #### Pros and cons based on reviews Pros: - Comprehensive business process automation - Flexible automated email campaigns Cons: - Frequent technical glitches and instability - Limited and complex reporting tools #### Starting price Starting price: $299.00 Pricing details: Usage Based, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Client Management: 5.0 rating - Lead Capture: 5.0 rating - Alerts/Notifications: 4.0 rating - Customer Database: 4.0 rating #### Lowest rated features - CRM: 3.5 rating - Lead Management: 4.0 rating - Contact Management: 5.0 rating - Interaction Tracking: 5.0 rating #### Feature-related review snippet Reviewer: Karen R. Reviewer details: Capital Markets, 1-10 employees Published: June 10, 2024 > "Their wordpress plugin used to work great, even though you could not modify the visual effect of the optin box without programming, at least it connected into the database, until it did not. " ### Gallery tab Ease of use: 3.6 out of 5 (1,298 reviews) #### Related review snippet Reviewer: David V. Reviewer details: Information Technology and Services, 11-50 employees Published: January 13, 2026 > "Keap is great for providing an all encompassing solution for customer outreach and management as well as email service for small and medium sized businesses." ### Integrations tab Keap connects with 73+ software tools. [See all integrations](https://www.capterra.com/p/76390/Infusionsoft/#integrations) #### Most popular integrations - Slack: 4.7 rating - Gmail: 5.0 rating - QuickBooks Online: 3.5 rating - Zendesk Suite: 4.4 rating - Zapier: 4.6 rating - Microsoft Outlook: 4.5 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Civil Engineering, 501-1,000 employees Published: March 3, 2023 > "The platform also integrates with a range of other software tools, including Zapier and QuickBooks, to help businesses streamline their workflows." --- ## Bitrix24 Rating: 4.2 out of 5 (1,003 reviews) Profile: [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Bitrix24 is the fastest growing free CRM software used by over 15 million companies worldwide. Email marketing, quotes, invoicing, more #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Pros: - Integrated real-time communication tools - Centralized teamwork and productivity Cons: - Delayed and limited support - Frequent technical glitches #### Starting price Starting price: $69.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Activity Tracking: 5.0 rating - Contact Management: 5.0 rating - Document Management: 5.0 rating - Drag & Drop: 5.0 rating #### Lowest rated features - Expense Tracking: 1.0 rating - Email Marketing: 5.0 rating - Team Assignments: 5.0 rating #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Non-Profit Organization Management, 11-50 employees Published: December 4, 2025 > "The user interace was mostly intuitive and easy to use." ### Gallery tab Ease of use: 4.0 out of 5 (1,003 reviews) #### Related review snippet Reviewer: Ramadhan A. Reviewer details: Education Management, 11-50 employees Published: June 25, 2026 > "Bitrix24 provides a comprehensive set of tools for collaboration, task management, communication, and workflow coordination in a single platform." ### Integrations tab Bitrix24 connects with 22+ software tools. [See all integrations](https://www.capterra.com/p/113540/Bitrix24/#integrations) #### Most popular integrations - Jira: 4.4 rating - QuickBooks Online: 4.3 rating - Calendly: 4.7 rating - Zapier: 4.6 rating - Jotform: 4.7 rating - Microsoft Outlook: 4.5 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Building Materials, 10,001+ employees Published: April 13, 2026 > "We can recommend viasocket as a convenient and flexible no/low-code solution for configuring integrations between business applications." --- ## EngageBay CRM Rating: 4.6 out of 5 (910 reviews) Profile: [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Pros: - Affordable all-in-one platform - Time-saving automation features Cons: - Occasional bugs and slowdowns - Email delivery and limits issues #### Starting price Starting price: $14.99 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Contact Management: Available - Client Management: Available - Lead Management: Available - Data Import/Export: Available - Customer Database: Available - Document Management: Not available - Pipeline Management: Available - Email Marketing: Available - Activity Dashboard: Available - Campaign Management: Available - Team Assignments: Not available - Relationship Tracking: Not available #### Feature-related review snippet Reviewer: matt A. Reviewer details: Financial Services, 1-10 employees Published: February 17, 2025 > "Affordable, all-in-one CRM with great automation, intuitive interface, and responsive support." ### Gallery tab Ease of use: 4.5 out of 5 (910 reviews) #### Related review snippet Reviewer: Jason W. Reviewer details: Marketing and Advertising, 11-50 employees Published: September 24, 2025 > "The CRM pipeline management is straightforward and easy for the team to adopt, email segmentation and automation have improved our campaigns results noticeably, constant update the platform keeps improving without extra charge." ### Integrations tab EngageBay CRM connects with 30+ software tools. [See all integrations](https://www.capterra.com/p/178819/EngageBay-Marketing/#integrations) #### Most popular integrations - Google Drive: 4.9 rating - Shopify: 4.5 rating - HubSpot CRM: 4.5 rating - Zendesk Suite: 4.4 rating - Zapier: 4.7 rating - Meta for Business: 4.4 rating #### Integrations-related review snippet Reviewer: Daniel C. Reviewer details: Computer Software, 1-10 employees Published: December 18, 2024 > "Overall, a great way to locate software that is fully integrated with all your business needs" --- ## Sage Intacct Rating: 4.3 out of 5 (716 reviews) Profile: [Sage Intacct](https://www.capterra.com/p/76/Intacct/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Pros: - Flexible cloud-based accounting platform - Highly customizable real-time dashboards Cons: - High and increasing pricing structure - Frequent bugs and error resolution delays #### Starting price Starting price: Not available Pricing details: Per User Free trial: No Free demo: No ### Features tab #### Highest rated features - API: 5.0 rating - CRM: 5.0 rating - Customizable Fields: 5.0 rating - Expense Tracking: 5.0 rating #### Lowest rated features - Customizable Reports: 4.0 rating - Marketing Automation: 5.0 rating #### Feature-related review snippet Reviewer: Allie C. Reviewer details: Accounting, 51-200 employees Published: May 5, 2026 > "The console allows us to easily switch between clients and see each of their instances." ### Gallery tab Ease of use: 4.2 out of 5 (716 reviews) #### Related review snippet Reviewer: Nicole H. Reviewer details: Non-Profit Organization Management, 201-500 employees Published: May 6, 2026 > "The dashboards and custom reports provide clear, real-time insights, and the automation of processes like journals and approvals saves significant time compared to manual systems." ### Integrations tab Sage Intacct connects with 124+ software tools. [See all integrations](https://www.capterra.com/p/76/Intacct/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Microsoft Excel: 4.8 rating - Salesforce Sales Cloud: 4.3 rating - Expensify: 4.4 rating - Adobe Commerce: 4.3 rating - authorize.net: 4.5 rating #### Integrations-related review snippet Reviewer: Alina G. Reviewer details: Health, Wellness and Fitness, 201-500 employees Published: April 29, 2026 > "Being able to use enter company allocations, and the open API allows integrations with ADP and ramp and any other software" --- ## Apptivo Rating: 4.4 out of 5 (708 reviews) Profile: [Apptivo](https://www.capterra.com/p/228915/Apptivo/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Online CRM system that enables businesses to manage sales, marketing activities, contacts, leads, quotes, invoices, and more. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Pros: - Responsive customer assistance - Extensive customization capabilities Cons: - Frequent bugs and glitches - Email integration challenges #### Starting price Starting price: $15.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Client Management: 4.6 rating - Customizable Reports: 4.7 rating - Customizable Fields: 5.0 rating - Lead Capture: 5.0 rating #### Lowest rated features - Lead Management: 3.0 rating - Forecasting: 3.0 rating - Calendar Management: 4.0 rating - Calendar Sync: 4.0 rating #### Feature-related review snippet Reviewer: Veronica S. Reviewer details: Education Management, 11-50 employees Published: February 16, 2022 > "Apptivo allows for a broad range of customization possibilities, making it an excellent out-of-the box option for companies transitioning to a first CRM system. While other competitors may have sleeker design, the consistency of page layouts and button placement was a huge plus for our inter-generational team and made it easier to manage the transition to an online software after years of working with excel and google docs." ### Gallery tab Ease of use: 4.2 out of 5 (708 reviews) #### Related review snippet Reviewer: Linda S. Reviewer details: Professional Training & Coaching, Self-employed Published: October 16, 2023 > "Its integration capabilities allow me to create a tailored tech ecosystem that perfectly suits my unique requirements." ### Integrations tab Apptivo connects with 21+ software tools. [See all integrations](https://www.capterra.com/p/228915/Apptivo/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Slack: 4.7 rating - Google Workspace: 4.7 rating - WordPress: 4.8 rating - Microsoft 365: 4.8 rating - OneDrive: 4.5 rating #### Integrations-related review snippet Reviewer: Linda S. Reviewer details: Professional Training & Coaching, Self-employed Published: October 16, 2023 > "Its integration capabilities allow me to create a tailored tech ecosystem that perfectly suits my unique requirements." --- ## Freshsales Rating: 4.5 out of 5 (623 reviews) Profile: [Freshsales](https://www.capterra.com/p/155563/Freshsales/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Cloud-based CRM that helps sales and marketing teams manage contacts, automate workflows, track pipelines, and engage customers via. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Pros: - Intuitive and simple interface - Comprehensive email activity tracking Cons: - Frequent software bugs and glitches - Complicated account and billing processes #### Starting price Starting price: $11.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Contact Management: 4.0 rating - CRM: 4.0 rating - Lead Capture: 4.0 rating - Lead Management: 4.0 rating #### Feature-related review snippet Reviewer: Lucky L. Reviewer details: International Trade and Development, 51-200 employees Published: April 2, 2024 > "Still need to get used to the interface but it is easier to use than HubSpot." ### Gallery tab Ease of use: 4.4 out of 5 (623 reviews) #### Related review snippet Reviewer: Ade S. Reviewer details: Banking, 5,001-10,000 employees Published: July 14, 2025 > "Fresh sales used under fresh works is a good application for documenting sales pitches, client information and documents." ### Integrations tab Freshsales connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/155563/Freshsales/#integrations) #### Most popular integrations - Microsoft Outlook: 4.5 rating - Microsoft Power BI: 4.6 rating - Aircall: 4.2 rating - Slack #### Integrations-related review snippet Reviewer: Jose J G. Reviewer details: Market Research, 1-10 employees Published: November 14, 2022 > "Also, we enjoyed the integration with Freshdesk support and assistance platform." --- ## Copper Rating: 4.4 out of 5 (622 reviews) Profile: [Copper](https://www.capterra.com/p/141642/Copper/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? CRM solution that helps businesses manage contacts, deals, leads, pipelines, communications, and more in a unified interface. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.1 out of 5 - Value for Money: 4.1 out of 5 #### Pros and cons based on reviews Pros: - Deep Google workspace integration - Intuitive and streamlined user experience Cons: - High cost and limited value - Recurring technical glitches and slow fixes #### Starting price Starting price: $12.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Task Management: 3.5 rating - Data Import/Export: 5.0 rating - Third-Party Integrations: 5.0 rating - CRM: 4.0 rating #### Lowest rated features - Email Management: 2.0 rating - Interaction Tracking: 3.0 rating - Lead Capture: 4.0 rating #### Feature-related review snippet Reviewer: Denese Kyle S. Reviewer details: Real Estate, 51-200 employees Published: February 17, 2023 > "I like that we can access the software via mobile device and easily navigate." ### Gallery tab Ease of use: 4.5 out of 5 (622 reviews) #### Related review snippet Reviewer: Deborah H. Reviewer details: Financial Services, 11-50 employees Published: October 7, 2024 > "My use of Copper for work, allows me to stay organized with keeping track of where I am with my leads and tasks. " ### Integrations tab Copper connects with 108+ software tools. [See all integrations](https://www.capterra.com/p/141642/Copper/#integrations) #### Most popular integrations - Google Docs: 4.7 rating - QuickBooks Online: 4.3 rating - Zendesk Suite: 4.4 rating - Meta for Business: 4.4 rating - Twitter/X: 4.5 rating - Google Voice: 4.5 rating #### Integrations-related review snippet Reviewer: Erin G. Reviewer details: Information Technology and Services, 11-50 employees Published: October 28, 2024 > "My company uses Copper because it integrates seamlessly with Gmail." --- ## monday CRM Rating: 4.7 out of 5 (466 reviews) Profile: [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? monday CRM enables revenue teams to improve efficiency at every stage of the customer journey. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Pros: - Flexible workflow management platform - Highly adaptable customization options Cons: - Costly for smaller teams #### Starting price Starting price: $12.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Workflow Management: 5.0 rating - Alerts/Notifications: 4.6 rating - Third-Party Integrations: 5.0 rating - Customizable Reports: 4.5 rating #### Lowest rated features - Interaction Tracking: 2.0 rating - Email Marketing: 3.0 rating - Data Import/Export: 4.0 rating - Territory Management: 4.0 rating #### Feature-related review snippet Reviewer: Simran G. Reviewer details: Real Estate, 11-50 employees Published: April 21, 2026 > "Incredibly easy to set up - within the space of 1 day you can quickly find your feet around monday crm and get it off the ground and in use, which doesn't often feel easy to do with CRM systems." ### Gallery tab Ease of use: 4.7 out of 5 (466 reviews) #### Related review snippet Reviewer: Simran G. Reviewer details: Real Estate, 11-50 employees Published: April 21, 2026 > "From start to finish we've slowly started bringing over our departments onto CRM - starting with customer success into sales & services and now events, it's honestly changed the way we operate our business and given us the chance to create visibility in areas that were siloed previously and allow us to join the dots up together much cleaner." ### Integrations tab monday CRM connects with 25+ software tools. [See all integrations](https://www.capterra.com/p/245800/Monday-CRM/#integrations) #### Most popular integrations - Google Drive: 4.8 rating - Slack: 4.8 rating - Microsoft Excel: 4.8 rating - Gmail: 4.2 rating - OneDrive: 4.5 rating - Shopify: 4.5 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Information Technology and Services, 1-10 employees Published: January 29, 2025 > "overall Monday CRM is great for integration for it's price range" --- ## Spotler CRM Rating: 4.5 out of 5 (453 reviews) Profile: [Spotler CRM](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The affordable CRM solution for financial services to effectively manage your customer relationships and drive sales growth. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Pros: - Comprehensive customer activity tracking - Centralized client information management Cons: - Cumbersome and unreliable email integration #### Starting price Starting price: $17.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Contact Management: Available - Client Management: Available - Lead Management: Available - Data Import/Export: Available - Customer Database: Available - Document Management: Available - Pipeline Management: Available - Email Marketing: Available - Activity Dashboard: Available - Campaign Management: Available - Team Assignments: Not available - Relationship Tracking: Not available #### Feature-related review snippet Reviewer: Kevin R. Reviewer details: Retail, 1-10 employees Published: April 14, 2023 > "It takes time to learn the basics but once you've started using it, the system becomes more user friendly" ### Gallery tab Ease of use: 4.5 out of 5 (453 reviews) #### Related review snippet Reviewer: Jennie H. Reviewer details: Retail, 1-10 employees Published: April 27, 2023 > "It has really helped us to organise all the information we have for our customers. As our business grows, employees know where to go to find the information they need and can easily update the system when new data needs to be added. " ### Integrations tab Spotler CRM connects with 27+ software tools. [See all integrations](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/#integrations) #### Most popular integrations - Google Drive: 4.8 rating - Trello: 4.5 rating - Dropbox: 4.5 rating - Microsoft Excel: 4.8 rating - Calendly: 4.7 rating - Xero: 4.4 rating - Zapier: 5.0 rating - Constant Contact: 4.3 rating - Meta for Business: 4.4 rating --- ## Campaigner Rating: 3.9 out of 5 (428 reviews) Profile: [Campaigner](https://www.capterra.com/p/266291/Campaigner/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? All the basic and advanced email marketing features you need to grow your business without added marketing suite expense. #### Rating breakdown - Ease of Use: 3.7 out of 5 - Customer Service: 3.9 out of 5 - Features: 3.7 out of 5 - Value for Money: 3.8 out of 5 #### Pros and cons based on reviews Pros: - Accessible for all experience levels - Effective email campaign management Cons: - Inconsistent formatting and layout - Slow and outdated performance #### Starting price Starting price: $14.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Contact Management: Available - Client Management: Not available - Lead Management: Available - Data Import/Export: Available - Customer Database: Not available - Document Management: Not available - Pipeline Management: Not available - Email Marketing: Available - Activity Dashboard: Available - Campaign Management: Available - Team Assignments: Not available - Relationship Tracking: Not available #### Feature-related review snippet Reviewer: Vivian S. Reviewer details: Professional Training & Coaching, 11-50 employees Published: October 4, 2021 > "Campaigner has very a very user-friendly, logical user interface and is very versatile." ### Gallery tab Ease of use: 3.7 out of 5 (428 reviews) #### Related review snippet Reviewer: Sarah B. Reviewer details: Research, Self-employed Published: August 14, 2023 > "It is supportive of mid tier type businesses it uses artificial intelligence to push/force emails for individuals with an extensive customer/consumer base." ### Integrations tab Campaigner connects with 20+ software tools. [See all integrations](https://www.capterra.com/p/266291/Campaigner/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.0 rating - Google Sheets: 4.7 rating - SurveyMonkey: 4.6 rating - Shopify: 4.5 rating - Jotform: 4.7 rating - Meta for Business: 4.4 rating - Twitter/X: 4.5 rating - WooCommerce: 4.5 rating - Typeform: 4.7 rating --- ## Daylite for Mac Rating: 4.6 out of 5 (361 reviews) Profile: [Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Daylite helps service-based businesses manage clients, projects, and new client opportunities in one app — driving their growth. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Pros: - Streamlined productivity workflows - Comprehensive sales pipeline tracking Cons: - Frequent bugs and syncing problems #### Starting price Starting price: $19.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Task Management: 5.0 rating - Workflow Management: 5.0 rating - Lead Management: 4.5 rating - Mobile Access: 4.0 rating #### Lowest rated features - Calendar Management: 5.0 rating - Collaboration Tools: 5.0 rating - Contact Management: 5.0 rating - Customer Database: 5.0 rating #### Feature-related review snippet Reviewer: Luiza H. Reviewer details: Newspapers, 1-10 employees Published: April 1, 2024 > "Everything worked flawless, the app is fluid and has a beautiful UI." ### Gallery tab Ease of use: 4.4 out of 5 (361 reviews) #### Related review snippet Reviewer: Diana B. Reviewer details: Financial Services, 1-10 employees Published: December 4, 2024 > "It's a powerful tool for managing both projects and client relationships in one place." ### Integrations tab Daylite for Mac connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/116272/Daylite-for-Mac/#integrations) #### Most popular integrations - Google Calendar: 5.0 rating - Xero: 3.0 rating - Zapier: 3.7 rating - Direct Mail Manager: 4.8 rating --- ## vcita Rating: 4.4 out of 5 (292 reviews) Profile: [vcita](https://www.capterra.com/p/142264/Appointment-Scheduling/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Automate time-consuming admin tasks. Manage clients, online scheduling, billing & invoicing, documents & more- all from one place. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Pros: - Quick learning and setup process - Seamless website and tool integration Cons: - Payment processing limitations - Recurring technical glitches #### Starting price Starting price: $35.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Contact Management: Available - Client Management: Available - Lead Management: Available - Data Import/Export: Available - Customer Database: Available - Document Management: Available - Pipeline Management: Not available - Email Marketing: Available - Activity Dashboard: Available - Campaign Management: Available - Team Assignments: Not available - Relationship Tracking: Not available #### Feature-related review snippet Reviewer: Debbie D. Reviewer details: Education Management, 11-50 employees Published: June 8, 2026 > "VCita is a great scheduling tool, it is not that hard to use or navigate through. Whether doing billing or refunding, or sending invoice etc., it is east to navigate." ### Gallery tab Ease of use: 4.4 out of 5 (292 reviews) #### Related review snippet Reviewer: Donnie M. Reviewer details: Staffing and Recruiting, 201-500 employees Published: March 16, 2026 > "It creates an appointment on my calendar with no need for me to call and ask students for their availability. And to be honest, I think that having all my employees listed on there (as opposed to having one employee listed) has worked out way better than I expected and has not crashed yet." ### Integrations tab vcita connects with 23+ software tools. [See all integrations](https://www.capterra.com/p/142264/Appointment-Scheduling/#integrations) #### Most popular integrations - WordPress: 4.8 rating - Zoom Workplace: 4.6 rating - QuickBooks Online: 4.3 rating - Google Analytics 360: 4.7 rating - Google Calendar: 4.3 rating - Stripe: 4.6 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Health, Wellness and Fitness, Self-employed Published: August 4, 2025 > "Professional looking features that add onto websites with ease." --- ## Kommo Rating: 4.5 out of 5 (263 reviews) Profile: [Kommo](https://www.capterra.com/p/120048/Kommo/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Kommo is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Pros: - Streamlined lead tracking tools - Intuitive and visual interface Cons: - Slow and ineffective support - Frequent technical problems #### Starting price Starting price: $15.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Access Controls/Permissions: 5.0 rating - Calendar Management: 5.0 rating - Campaign Management: 5.0 rating - Pipeline Management: 5.0 rating #### Lowest rated features - Data Import/Export: 3.0 rating - Reporting & Statistics: 5.0 rating #### Feature-related review snippet Reviewer: Matthew B. Reviewer details: Automotive, 51-200 employees Published: January 27, 2021 > "The software is intuitive and its user interface is excellent. " ### Gallery tab Ease of use: 4.4 out of 5 (263 reviews) #### Related review snippet Reviewer: Iago S. Reviewer details: Computer & Network Security, Self-employed Published: January 14, 2026 > "The automation features help streamline follow-ups and save time, while the integration with messaging apps allows for more direct and efficient communication with clients." ### Integrations tab Kommo connects with 27+ software tools. [See all integrations](https://www.capterra.com/p/120048/Kommo/#integrations) #### Most popular integrations - Dropbox: 4.5 rating - WordPress: 4.6 rating - Google Analytics 360: 4.7 rating - Telegram: 4.7 rating - Instagram: 4.7 rating - Google Calendar: 4.8 rating #### Integrations-related review snippet Reviewer: Iago S. Reviewer details: Computer & Network Security, Self-employed Published: January 14, 2026 > "The automation features help streamline follow-ups and save time, while the integration with messaging apps allows for more direct and efficient communication with clients." --- ## Sage Sales Management Rating: 4.6 out of 5 (171 reviews) Profile: [Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The CRM to Supercharge Sales Teams. On the road. In the office. From home. Powered by AI. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: €19.00 Pricing details: Per Feature, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Contact Management: Available - Client Management: Not available - Lead Management: Available - Data Import/Export: Available - Customer Database: Available - Document Management: Available - Pipeline Management: Available - Email Marketing: Available - Activity Dashboard: Available - Campaign Management: Available - Team Assignments: Not available - Relationship Tracking: Not available ### Gallery tab Ease of use: 4.6 out of 5 (171 reviews) #### Related review snippet Reviewer: Eva P. Reviewer details: Consumer Services, 51-200 employees Published: January 16, 2026 > "Sage CRM is a powerful, flexible, and user-friendly solution ideal for companies aiming to improve customer relationships and boost performance." ### Integrations tab Sage Sales Management connects with 28+ software tools. [See all integrations](https://www.capterra.com/p/153130/Forcemanager/#integrations) #### Most popular integrations - Google Drive: 4.8 rating - Jira: 4.0 rating - Microsoft 365: 5.0 rating - Docusign: 4.7 rating - HubSpot CRM: 4.5 rating - Meta for Business: 4.4 rating - QuickBooks Online Advanced: 4.4 rating - Olark: 4.5 rating - Salesforce Platform: 4.4 rating --- Page 1 of 4 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (154) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Activity Dashboard AI Copilot Alerts/Notifications Campaign Management Client Management Collaboration Tools Contact Management Customer Database Data Import/Export Document Management Email Marketing Expense Tracking Financial Management For Financial Institutions Generative AI Lead Management Marketing Automation Pipeline Management Relationship Tracking Team Assignments Territory Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Insurance CRM Software](https://www.capterra.com/insurance-crm-software/)[Social CRM Tools Software](https://www.capterra.com/social-crm-tools-software/)[Healthcare CRM Software](https://www.capterra.com/healthcare-crm-software/) I'm looking for Financial CRM Software that is: [Free](https://www.capterra.com/financial-crm-software/s/free/)