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Every CRM tool you need to manage clients, proposals, contracts, invoices, payments, and more.
Start your 7 day free trial today.
The go-to CRM for independent professionals—that's HoneyBook.
HoneyBook makes it easy to book more clients, manage projects, and get paid all in one place.
With proposals, invoices, contracts, payments, and scheduling at your fingertips, you have everything you need to give clients a great experience.
Start your 7 day free trial today.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Local product
Pipeline CRM
4.3
(624)
Local product
Local product
Pipeline CRM is ranked #1 CRM for mid-market businesses, empowering sales teams of 10+ across a breadth of industries.
Join the teams who've used Pipeline CRM to close $40 billion in sales and counting! Built with the heartbeat of America in mind (thats you), we kept things simple. From our promise to help small to mid sized teams win deals faster. To an easy-to-use cloud-based platform that syncs your team in real time. And a Smart Agenda that builds itself while there hard at work. Thats how you spend more time closing deals. And less time trying to. Its that simple. Really.
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- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.
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- Sales Pipeline Management
- Territory Management
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- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Purpose-Built to Grow Your Enrollments
Meritto, popularly known as the Operating System for Student Recruitment and Enrollment, is the defacto choice for educational organizations looking to boost team productivity, enhance student experience, optimize marketing spends and even grow enrollments. While each of our purpose-built products whether Enrollment Cloud, Education CRM, Application Platform, Education Chatbot, or Payment Cloud is powerful on its own, the real impact is when you enroll as one.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Ranked #1 by 250K Agents, BoldTrail is a complete real estate platform built for MODERN BROKERAGES
BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity. It’s the next generation platform, built to fuel your entire business with powerful technology plus the consultative service, support and community you need to thrive. BoldTrail is not only our new brand, but a new vehicle for Inside Real Estate to combine capabilities, including front office, back office, business intelligence and recruiting, to better serve you, the real estate professional.
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- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Wise Agent helps REALTORS® become more efficient, giving them the opportunity to save time and make more money with less stress.
Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other leading real estate technology companies, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps REALTORS become more efficient, giving them the opportunity to save time and take on more business.
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- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Agile CRM is a complete sales, marketing and service suite designed to let SMBs to sell and market like the Fortune 500.
Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface.
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- Sales Pipeline Management
- Territory Management
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- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Tripleseat is an easy-to-use sales and event management platform that will increase your bookings and streamline the planning process.
Tripleseat is a hospitality, sales, and event management platform designed to help restaurants, hotels, and unique venues streamline event booking and planning, driving both efficiency and revenue growth.
Streamlined Event Management: Real-time dashboard, calendars, and automations for efficient operations.
Guest & Client Communication: Centralized email, interactive guest portal, and online signatures for seamless collaboration.
Booking & Payment Tools: Direct booking, large group reservations, fast online payments, and easy ticketing features.
Customizable Documentation: Professional BEOs, contracts, customizable lead forms, and 2D/3D floorplans for tailored event planning.
Analytics & Support: Analytics for insights and award-winning support for customer success.
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- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Build customer relationships for life with data-first digital marketing
Meet Salesforce Marketing Cloud, the leading marketing solution to increase engagement with every consumer. Use powerful data management to collect, organize, and securely store first-, second-, and third-party data alongside offline data to create complete consumer data profiles. Tailor every interaction along the journey with your brand using built-in AI. Then, engage each individual consumer at scale using industry-leading email, mobile, advertising, and social solutions.
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- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
The highest-rated, easiest-to-use law practice management software on the market. Automate & streamline firm operations from anywhere.
PracticePanther is the highest-rated, easiest-to-use law practice management software on the market. Effortlessly automate and streamline your firm’s operations from anywhere with our intuitive, user-friendly platform—enabling your firm to get more done in less time. Built for small to large practices specializing in areas including bankruptcy, personal injury, family, divorce, estate planning, litigation, criminal law, and many more. Join the tens of thousands of law firms across 170+ countries relying on PracticePanther to optimize workflows and boost productivity. Try it free today, no credit card required, and experience the difference.
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- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Podium's AI-powered lead conversion platform helps you attract more leads, convert them faster, and keep your customers coming back.
Podium's lead conversion platform helps businesses attract more leads, convert them faster, and keep their customers coming back–all in a single, easy-to-use platform, powered by AI.
Podium's plans are built to help your business grow with review management, phones, lead consolidation, website chat, payment processing, text marketing, and more in a single platform.
Use Podium to effortlessly drive and convert leads for more sales and happier customers.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals.
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription comes with unlimited CRM contacts, data migration assistance, and world-class live support, all at an extremely affordable price.
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- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Customer relationship management software built for small business
Meet Thryv, the customer relationship management (CRM) software built for small business. Thryvs CRM gives you in-depth insights into customer data and detailed customer profiles that include contact info, appointment history, unique preferences, and personal notes. Use this information to send targeted text and email communications that keep them coming back again and again.
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Features
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- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
The #1 Cloud Accounting & Financial Management System. Achieve real-time visibility, drive efficiency, and scale with confidence.
Choose the flexible and scalable financial platform that delivers deep accounting capabilities, including payroll, tax filings, and inventory tracking tools, across multiple industries designed with a single aim—to accelerate your success. Small to medium-sized businesses prefer Sage Intacct for its ease of use, integrated multi-dimensional reporting, high customer satisfaction, dedicated support, and more. Maximize impact and future-proof your business with a partner who can scale with you.
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Features
- Sales Pipeline Management
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- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Tired of things slipping through the cracks? Easily automate and optimize on the go.
Get time back in your life. Try for 14 days free.
JobNimbus is the #1 all-in-one roofing app that’s making contractors heroes since 2013. Thousands of contractors rely on JobNimbus every day to run every aspect of their business: marketing, sales, production, billing, and communication.
"This is f$&%ing awesome!" - Dave R.
📱 Highest Rated Mobile App (4.8 stars, +6k ratings)
📣 Build A Strong Online Presence
• S.E.O.
• Paid ads
• Google Business Profile
• Website
🤑 No More Leads Falling Through Cracks
• Scheduling
• Boards
• Automations
• Photos & annotations
• Integrated measurements
• Proposals
• Job costing
🛠️ Automate Your Production
• Production boards
• Custom workflows
• Material ordering from A.B.C., Beacon, S.R.S.
• Work orders
• Subcontractors
• Reports
💰 Streamline Your Cash Flow
• Invoicing
• Credit/Debit Card, eCheck payments
• Text-to-pay
• Financing
• QuickBooks 2-way sync
💬 Communicate Better With Customers
• Engage texting
• Email
• Caller I.D.
• @Mentions
• Job share
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Features
- Sales Pipeline Management
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- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other Google Workspace applications.
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other Google Workspace applications. It can be used to track any business processes including sales, partnerships, support, hiring, deal flow, and much more. Streak also includes a powerful set of email tools such email tracking and mail merge (with automated follow-ups).
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management, and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Sales Hub provides email tracking, prospect database searching, presentation sharing, auto dialer with call recording and logging.
Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Sales Hub is built on the leading HubSpot CRM platform, where you can bring your customer data, tools, and teams together in one central system of record. Whether its strategies, services, or software, HubSpot has everything you need to grow better.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Kylas helps businesses improve their chance of sales success & helps build lasting relationship. No per user pricing. Limitless growth!
"Kylas is an enterprise-grade sales CRM uniquely designed and engineered for growing businesses. It is built and priced for collaboration, allowing businesses to onboard unlimited users and work seamlessly with their entire team on board."
It offers:
• Deal, Contact and Company Management
• Lead Management
• Communication Tracking
• Task and Activity Management
• Reporting and Analytics
• Workflow Automations
• Collaboration and Sharing
• Field Sales Management
• Mobile App
Learn more about Kylas Sales CRM
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Easy-to-use CRM with optional marketing tool that helps you work smarter by managing and tracking your leads, customers and engagement.
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.
Learn more about Spotler CRM
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
SugarCRM is one of the world's leading CRM solutions, ideal for organisations with between 50 to 5,000 employees across all industries.
SugarCRM combines AI technology with advanced CRM capabilities to improve customer engagement, accelerate sales cycles and boost marketing impact. Renowned for its exceptional customizability, seamless integrations, and superior customer service, Sugar is ideally suited for B2B organisations ranging from 50 to 5,000 employees. Global firms like Sennheiser, Tetley, Agfa, and CBRE trust SugarCRM as their single source of truth to fuel their operational excellence and business growth. Learn more.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Simplify your service business. Complete scheduling & job management. Manage leads, estimates, jobs, invoices, payments from anywhere!
Kickserv makes it easy to manage day-to-day operations. Convert estimates to jobs & schedule them based on geographic location or technician skill set. Send out invoices & allow customers to pay with contactless payment. Attach photos & documents to the customer record, so you have all of the information you need when interacting with the customer. Full 2-way integration with QuickBooks® makes managing your accounting simple. Send out automatic reminders so no appointments get overlooked.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Local product
Daylite for Mac
4.6
(363)
Local product
Local product
Powerful CRM for teams of 1-100 that love Macs. Integrate with Apple Mail, share with Apple Contacts & iCal, use Siri and more!
Daylite is a powerful CRM for teams of 1-100 employees that love Macs. Integrate with Apple Mail, share with Apple Contacts and iCal, use Siri and more! Get an overview of communication with clients, status of projects and deals all in one app. Easily customizable. Flexible and grows with you. Save time with Daylite so your team can handle more clients, deals, and projects.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Empower your business with everything you need for effective client and sales management—invoicing, automations, and lead tracking.
Maximize your lead management with Flowlu's sales automation and opportunity tracking tools. Create pipelines, automate rules, and never miss a deal with lead capture forms. Visualize processes on the Kanban board and identify bottlenecks with comprehensive reports. Leverage our extensive integration options to stay connected with clients across all your team's apps.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software
Agiled is an all-in-one software that helps small businesses manage CRM, finance, projects, and documents in one integrated platform.
Agiled is an all-in-one business management software that helps users manage CRM, projects, documents, finance, and more from one centralized platform. The software offers contact management, deal tracking, invoicing, contract building, task management, and automation workflows to streamline business operations.
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Features
- Sales Pipeline Management
- Territory Management
- Workflow Management Software
- Email Management Software
- Segmentation
- Reporting/Analytics
- Quotes/Estimates
- Task Management Software