# Topline Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Topline Software - reviews, pricing plans, popular comparisons to other Contact Management products and more. Source: https://www.capterra.com/p/10016736/Topline --- # Topline Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Topline ## What is Topline? Topline is a unified AI revenue engine designed for busy professionals and firms to maximize Topline revenue growth while optimizing for efficiency and cost. It incudes all essential business growth tools - lead generation, CRM, AI sales and marketing automation, booking , e-signature and payments — into a single unified platform, eliminating the need for disparate tools and saving both time and money. In addition, the Topline Flex plan streamlines AI & tech adoption by providing dedicated experts, partnering with customers to maximize the platform’s capabilities and executing AI adoption, marketing campaigns or custom projects critical for business expansion. This hybrid AI-Human approach ensures Topline users not only integrate the technology smoothly into their daily operations but can also delegate key tasks to drive tangible growth and success ## What is Topline used for? [All-in-One Marketing Platform](https://www.capterra.com/all-in-one-marketing-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/) Top alternative Featured Overall rating Based on 12 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $497 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Topline?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://topline.com&name=Topline) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Topline 5.0 (12) VS. [4.2 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting Price $497 Flat Rate, Per Month Starting Price $69 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (12) Ease Of Use 4.0 (957) Value For Money 4.9 (12) Value For Money 4.2 (780) Customer Service 4.9 (12) Customer Service 4.0 (752) ## Topline alternatives [4.6 (5,944)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.3 (2,917)](https://www.capterra.com/p/31898/Constant-Contact/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars Highest Rated [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Lead Management 5.0 (8) 75.00% of 8 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Email Management 5.0 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Email Marketing 5.0 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Landing Pages/Web Forms 5.0 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Create landing pages or online forms designed to capture new leads and prospects Marketing Automation 5.0 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions Campaign Management 5.0 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Topline 84 features Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Automatically create schedules based on business needs or employee availability and qualifications Software's ability to perform similar action on multiple similar files simultaneously Track and analyze user behavior within a system or network Capture contact information by scanning a physical item and having the system automatically extract data from the scan Track and manage schedules and meetings via an integrated calendar Notifications/alerts for upcoming events or tasks Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Set campaign schedules by selecting start, pause, and end dates Group campaigns by project, client, or campaign for better management. Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Visualize and analyze customer experience across all touchpoints and channels Process of dividing customers into groups based on common characteristics Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Create labels for products that contain required information such as colors, sizes, dates, etc. Import and export data to and from software applications Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Tracks metrics that provide insight into how a user interacts with any interface or product Designed for small businesses Form predictions based on past and present data/trends Track interaction history by documenting conversations for contacts Create landing pages or online forms designed to capture new leads and prospects Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Manage contacts across multiple mailing lists Ability to chat online in real time Automate workflows and trigger campaigns based on customer actions Send messages to multiple subscribers at the same time Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Tools designed to streamline the process of lead generation and management for sales teams Generate quotes or estimates for customers Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Set & manage permission levels based on user roles and restrict access to only authorized individuals Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Share contacts with other applications like Gmail and CRM Manage campaigns and track engagement for marketing efforts across social media channels Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Track activity on sites such as Facebook, Twitter, Instagram, etc. Market event via social media tools Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Track and analyze information regarding website visitors Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.9 (12) 4.9 Based on 12 reviews ## Pricing Value for money 4.9 (12) Free Trial Topline OS - Flex Marketing $497.00 Flat Rate,Per Month Value for money 4.9 (12) 4.9 Based on 12 reviews ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ Instagram](https://www.capterra.com/p/210721/Instagram/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/) 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. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (12) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (12) 4.9 Based on 12 reviews ## User reviews Overall rating 5.0 Based on 12 reviews Filter by rating 5(12) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent GB Greg B. CEO Health, Wellness and Fitness ### "The all in one management/CRM system of our dreams." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 13, 2024 Could not be more thrilled with every aspect of working with Topline. Pros The way all the systems connect, the absolute best tool for every job, and a dashboard to watch how things are progressing. I also love the staff, their knowledge, their top marketing and tech skills, and the price. They are all amazing. Cons Nothing. Everything is the best, and they all work together perfectly. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [Slack](https://www.capterra.com/p/135003/Slack/) To have one concise, cohesive system, and to graduate into the best systems possible for now and for our future growth. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) [Hootsuite](https://www.capterra.com/p/121701/HootSuite/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Topline Al the capabilities of the others, but each tool is best-in-class, and the whole system is the best Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Megan R. Co Owner Marketing and Advertising ### "CRM on steroids!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 March 27, 2024 I’m glad we made the switch when we did! We haven’t looked back and are growing faster than ever! Pros I love the butler services when I’m stuck but also the mentoring has been a game changer. Cons Haven’t had any thus far! It has so many tools it’s mind blowing! Switched from [Marketing 360](https://www.capterra.com/p/148516/Marketing-360/) Lack of support and knowledge from their account manager. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BB Brooke B. Co-owner Marketing and Advertising ### "Best platform for marketing!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 March 27, 2024 Topline is helping us take our marketing agency to the next level. The coaching, the platform, and the confidence is all there! Pros Topline is the full package!!! Automations, campaign management, CRM, social media, and more! I haven’t found a platform that can do all that Topline does! Cons Cons? There’s no such thing with Topline! Switched from [Marketing 360](https://www.capterra.com/p/148516/Marketing-360/) Their platform doesn’t include all the features we can get with Topline. Plus their support team isn’t supportive. The price wasn’t even worth what it offered. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MP Maximus P. CPO Consumer Goods ### "Incredible Value For Money and Great for Small Teams" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 25, 2024 It's been great for the small team I have. The CRM, automations, and tasks are are main uses and they're all great for the price. Pros The vast functionality it has is just incredible. We use it for about everything. Cons The workflows are a huge part of what we use topline for and in a lot of places it doesn't have the functionality we need causing us to have to look else where for solutions or come up with complicated work arounds. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LJ Lee J. Owner Construction ### "Great team for our home services marketing" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 21, 2024 Pros The whole team did a great job coming up with a plan on action for our home services business marketing. Cons There are no cons yet. Everything has been smooth. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KC Kat C. Life Coach - Founder Health, Wellness and Fitness ### "Blown away at first experience" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 20, 2024 Pros From the moment that I was introduced to Topline I was blown away by the fact that all of these softwares as well as the growth support was available at the price of the subscription. It almost felt too good to be true but the fact that this true is such a testament to the level of care that the people behind this company have for service providers. Cons I have yet to run into a con! I am thrilled with this platform. Switched from [ManyChat](https://www.capterra.com/p/206636/ManyChat/) [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) [Calendly](https://www.capterra.com/p/148036/Calendly/) [ClickFunnels](https://www.capterra.com/p/156583/ClickFunnels/) [Typeform](https://www.capterra.com/p/137289/Typeform/) Because paying for all of these other platforms is significantly more than what I pay for Topline and is also multiple different platforms as opposed to this platform that encompasses every single thing that I need. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AJ Anthony J. President Health, Wellness and Fitness ### "My Sales Team's New Best Friend" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 19, 2024 After watching the Onboarding video everything was easy to navigate. I had a great experience with Topline and would highly recommend it to anyone hoping to simplify their life and growth. Pros The best part of Topline is how it streamlines everything. We never wasted money on unused features. The automation suite – workflows, surveys, the whole deal – helped us run our business smoothly as a much larger company. Cons The only thing I did not like was if you exit Topline you have to get a 2FA code from your email before you get back in. I wish you could stay logged in for a time of your choosing. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Reasons for choosing Topline After reviewing all of the other alternatives and considering price, features, and capability it became obvious who was the best overall. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LW LAUREN W. FOUNDER Management Consulting ### "Excellent option for small business" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 13, 2024 I find this service to be really beneficial for small businesses. Having managed my consulting practice independently for some time, this had made me recognize the potential for automation and has made me realize that I can effectively run my own business. It cuts out administrative tasks, and i'm excited to further expand my business Pros I like the variety of features. As a consultant, I didn't realize I had a need for a lot of the services offered and it made me realize how much I can automate to help grow my business. Cons Can't say I have any yet - any questions or issues I have had were quickly addressed by the team. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JJ Jordan J. Owner Printing ### "My Review." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 2/10 February 20, 2024 Pros All in one marketing platform. I honestly need to familiarize myself with the other features. I think a tutorial video that shows how to set everything up would make a great addition. Cons No video reviews to help newbs set things up. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WP Will P. Owner Retail ### "Great Experience with Topline" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 9, 2024 Topline has been a major part in the change of my business plan. They provided both the tools and confidence for me to chase a dream and make it a reality. Our initial 6 month goal was to go to one trade show. I am about to go to my second in only 5 months. Pros The customer service has been amazing. I am awful with technology so it has been great having Topline to help explain things. Cons I haven’t had enough time to use the software so I have no cons. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/10016736/Topline/reviews/) ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)