--- title: "Topline OS Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Topline OS Software - reviews, pricing plans, popular comparisons to other Contact Management products and more." source_url: "https://www.capterra.com/p/10016736/Topline/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # Topline OS Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Topline OS ## What is Topline OS? Topline OS is the all-in-one growth platform built for law firms that need more clients, not more software. It replaces your CRM, marketing automation, website builder, intake forms, calendars, contracts, phone system, and email tools with a single platform — then adds five AI agents that handle intake calls after hours, draft follow-up sequences, build prospect lists, surface pipeline trends, and take meeting notes so attorneys stay focused on billable work. Most legal CRMs stop at case management. Topline starts where they stop: identifying who visits your website, qualifying them automatically, and booking consultations without staff involvement. Includes a 200M+ professional profile database, built-in calling, SMS, and email. Three tiers — Free trial, Team ($197/mo, 5 users), Unlimited ($397/mo, unlimited users). Every feature on every paid plan. Firms wanting hands-on execution can add Flex: a dedicated account manager and specialist team starting at $500/mo. ## What is Topline OS 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 $31 Flat Rate, Per Month Free trial available Free version not included 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 OS?[Manage this product listing](https://www.g2.com/products/topline-os/claim_requests/new?auto=true) ## 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 OS 5.0 (12) VS. [4.7 (745)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting Price $31 Flat Rate, Per Month Starting Price $7 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (12) Ease Of Use 4.8 (745) Value For Money 4.9 (12) Value For Money 4.7 (682) Customer Service 4.9 (12) Customer Service 4.5 (657) ## Topline OS alternatives [4.5 (4,493)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.7 (468)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.3 (7,010)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10016736/Topline/alternatives/) ## FAQs about Topline OS Overview ### Which roles and teams benefit most from Topline OS? Topline OS is most used by owners, founders, CEOs, presidents, and other business leaders managing day-to-day operations. These leaders use it to organize company priorities, track execution, coordinate teams, and maintain visibility into goals. Coaches and service-business founders also use it to structure client work and business planning. Answer based on 12 reviews Overview ### What company size and industries is Topline OS built for? Topline OS is built for 5–100 employee professional services firms, with 100% of reviewers from small businesses and Health, Wellness and Fitness leading at 33%. It also serves law, consulting, financial advisory, healthcare, tech services, marketing and advertising, and printing firms. Its common use case is an all-in-one marketing platform. Answer based on 12 reviews Features and Usability ### What are the key features of Topline OS? Topline OS offers marketing automation, CRM, and sales pipeline management, plus lead generation, lead management, and lead nurturing. It also includes email marketing, campaign management, customizable forms, real-time analytics, reporting, role-based permissions, and third-party integrations for tracking contacts, activities, and conversions. Pricing ### How much does it cost and what fees or limitations are included? Topline OS starts at $31 per month for the Team plan, which includes the full platform for one user. The Unlimited plan costs $397 per month, or $327 monthly on annual billing, with no user cap and higher usage limits. A free trial is available. Integrations ### Which third-party tools and platforms does Topline OS integrate with? Topline OS integrates with 10 third-party tools, including communication and calendar apps like Gmail, Google Calendar, Microsoft Outlook, and Calendly, plus workflow and commerce platforms such as ClickUp, monday.com AI Work Platform, Shopify, and WordPress. It also connects with payment and automation tools like Stripe, PayPal, NMI Payments, authorize.net, Zapier, Twilio, Instagram, TikTok, and PostPilot. Getting Started and Support ### What training and onboarding options does Topline OS offer? Topline OS provides in-person training, live online sessions, webinars, documentation, and videos for team onboarding. In-person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced viewing for product guidance. Getting Started and Support ### What customer support options does Topline OS offer? Topline OS provides email/help desk support, FAQ/forum resources, a knowledge base, phone support, 24/7 live rep assistance, and chat. No reviewer feedback on support experience is available, so no user sentiment about response times, helpfulness, or common support frustrations can be included. ## Features AI summary Based on 4,004 Contact Management reviews Capterra data shows that buyers of contact management software rank the following features as their top priorities: - **Contact Database** (**58%** of reviewers rated this feature as critical) - **CRM** (**57%**) - **Search/Filter** (**42%**) Topline OS includes all three features that reviewers rate highest: **Contact Database**, **CRM**, and **Search/Filter**. Together, these capabilities help businesses keep customer information organized, manage relationship activity in one place, and quickly find the right records, allowing teams to work more efficiently and respond to contacts with better context. Contact Database 5.0 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. CRM 5.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Sales Pipeline Management 5.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Data Import/Export 5.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Import and export data to and from software applications 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 Topline OS 79 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 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 Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) 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 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 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 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 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 [View pricing plan details](https://www.capterra.com/p/10016736/Topline/pricing/) Team $31.00 Flat Rate,Per Month It includes: - CRM & Contact Management - Marketing Automation - Website & Funnel Builder - Calendars & Booking - Contracts & E-Signatures - Phone, SMS, Email - Social Media Management - AI Chat Widget - Workflow Automation - Five AI Agents Unlimited $397.00 Flat Rate,Per Month It includes: - Marketing Automation - Website & Funnel Builder - Contracts & E-Signatures - Phone, SMS, Email - Social Media Management - AI Chat Widget - Workflow Automation - Five AI Agents - CRM & Contact Management Value for money 4.9 (12) 4.9 Based on 12 reviews ## Integrations [ PayPal Payments](https://www.capterra.com/p/207944/PayPal/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ monday AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[ Instagram](https://www.capterra.com/p/210721/Instagram/)[ ClickUp](https://www.capterra.com/p/158833/ClickUp/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Calendly](https://www.capterra.com/p/148036/Calendly/) 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 Counts reflect reviews available in this feed. 5(12) 4(0) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Greg B. CEO Used the software for: Less than 1 year ### "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 30, 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. 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. RE Reviewer Life Coach - Founder Used the software for: Less than 1 year ### "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 24, 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. 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 Used the software for: Less than 1 year ### "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 April 1, 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! 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. RE Reviewer President Used the software for: Less than 1 year ### "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 20, 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. 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. RE Reviewer Co-owner Used the software for: Less than 1 year ### "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 28, 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! 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. RE Reviewer Owner Used the software for: 1-3 years ### "Topline replaced multiple software services" 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 12, 2024 Very impressed with the depth of functionality with Topline. This one tool has replaced 3 tools that I was previously using (Wufoo for lead capture, Freshbooks for invoicing, and MixMax for email campaign follow-ups). Pros The ease of use, and the depth of the functionality. I was blown away by the funnel management, the communication capabilities, and the workflow automation potential. I have barely scratched the surface on Topline's AI functionality but am excited to leverage these capabilities soon. Cons Some features such as the website chatbot didn't work for me immediately, but the support team was able to help me out and get my issues resolved quickly. 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. RE Reviewer Owner Used the software for: Less than 1 year ### "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 27, 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. RE Reviewer CPO Used the software for: Less than 1 year ### "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 27, 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 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. RE Reviewer Owner Used the software for: Less than 1 year ### "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 12, 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 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. RE Reviewer FOUNDER Used the software for: Less than 1 year ### "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 15, 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 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. [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.