# Page 2 | Best Higher Education CRM Software - 2026 Reviews & Pricing

> Page 2 - Find the best Higher Education CRM Software for your organization. Compare top Higher Education CRM Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/category/3231-higher-education-crm

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# Best Higher Education CRM Software of 2026 - Page 2

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### Compare Products

Showing 26 - 50 of 211 products

#### Company Size

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-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

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**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
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**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

[Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/)

4.63

[(167)](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: - AI-powered analysis for real-time sales impact measurement. - Geolocated opportunity information for strategic planning. - Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. - Customizable real-time data fields and stages to match unique sales processes. - AI-driven insights to minimize errors and misunderstandings. - Easy integration with your favorite apps. - Enhanced collaboration across departments, fostering a unified approach to sales success. Available on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.... [Read more](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/)

### Best rated features:

Marketing Automation

5.0

For Insurance Industry

5.0

Document Storage

5.0

Quotes/Estimates

5.0

### Worst rated features:

Product Catalog

3.0

[See all features](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#key-features)

### Basic

€19.00/month

[See full pricing details](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#pricing-and-plans)

[Daylite for Mac](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/)

4.58

[(361)](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Running a service-based business means balancing clients, projects, and relationships while still finding time to grow. Too often, that work is scattered across multiple apps, emails buried in inboxes, follow-ups forgotten, projects delayed, and important details lost. The result is wasted time, inefficiency, and stress. Daylite is the all-in-one app designed to help service-based businesses manage the entire client lifecycle in one place. From first contact to repeat and referral business, Daylite connects every step so you can deliver exceptional service without losing time to disconnected tools. Who Daylite is for Daylite is built for service-based businesses where time and trust are the product. Consultants, coaches, lawyers, real estate professionals, financial planners, and other professionals use Daylite to manage clients, new client opportunities, projects, tasks, notes, and email in one system designed for Apple users. Whether you’re a solo professional or leading a team, Daylite helps you stay organized, efficient, and focused on your clients. Why Daylite is different Unlike generic CRMs, Daylite integrates email directly into your workflow. Mail in Daylite turns messages into action by linking them to clients, new client opportunities, or projects, and by allowing you to create tasks, appointments, or even new client opportunities right from your inbox. Your inbox is no longer where work gets stuck, it becomes the place where work moves forward. Daylite is also built specifically for the Apple ecosystem, with native apps for Mac, iPhone, and iPad. It works seamlessly offline, syncing automatically when you’re back online, so you can rely on it wherever you are. Collaboration and visibility Daylite helps teams stay aligned by sharing calendars, delegating tasks, and tracking progress. Business owners gain visibility into workloads and upcoming deadlines, while individuals stay accountable and focused. For solo professionals, it provides the same clarity and organization without the need for extra staff. Security and trust We know your client data is sensitive. Daylite is ISO 27001 certified, uses secure cloud sync, and provides flexible permission controls so you decide who sees what. You can feel confident that your business and your client relationships are protected. Customer service that puts fit first At Marketcircle, we know that choosing software isn’t just about features it’s about finding the right fit for your business. That’s why we put so much effort into helping every customer succeed. We also recognize that effort is best spent on businesses that will truly benefit from Daylite. Our approach saves everyone time and money: you avoid investing in a tool that won’t serve you well, and we focus our resources on customers who can get the most out of Daylite. To make that decision easier, our team is available for calls to talk through your goals and challenges and to see if Daylite is the right match. If it is, we’ll guide you through getting started with personalized onboarding, one-on-one support, and a library of educational resources. If it isn’t, you’ll walk away knowing sooner rather than later with no wasted effort on either side. The outcome Daylite helps you run your service-based business more efficiently, so you get time back to focus on what matters most, like working with more clients, delivering great service, and growing your business with confidence. With everything connected, clients, new client opportunities, projects, tasks, notes, and email, you’ll avoid missed opportunities, streamline your workflows, and gain clear visibility into the bigger picture. That means fewer things slipping through the cracks and more confidence in how you operate your business every day.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/)

### Best rated features:

Workflow Configuration

5.0

Team Assignments

5.0

File Sharing

5.0

Idea Management

5.0

### Worst rated features:

Data Import/Export

2.0

Reporting/Analytics

2.8

[See all features](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#key-features)

### CRM

$25.00/month

Keep track of all the important details and interactions about your clients in one place, so you can spend less time managing your client list and spend more time building stronger relationships with them.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans)

### Sales

$40.00/month

Stay on top of every deal and streamline your sales process efficiently in one place, so you can spend less time managing your sales opportunities and spend more time closing your deals.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans)

### Projects

$40.00/month

Stay on top of all the crucial details and organize all the moving pieces of your projects in one place, so you can spend less time managing your projects and spend more time completing your deliverables.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans)

[Sell.Do](https://www.softwareadvice.com/crm/selldo-profile/)

4.69

[(134)](https://www.softwareadvice.com/crm/selldo-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

𝗜𝗻𝗱𝗶𝗮'𝘀 𝗡𝗼.𝟭 𝗔𝗜-𝗳𝗶𝗿𝘀𝘁 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗖𝗥𝗠. With Sell.Do, real estate builders, developers, agents, and brokers can effectively manage sales & marketing cycles, lead management, inventory management, digital payments, channel partner management, performance management, reports & dashboards, and analytics. Customers of Sell.Do have witnessed increased sales, improved customer retention, informed decision making, and unmatched productivity among the teams. Additionally, Sell.Do boasts quick deployment times, with a fully functional system set up in as little as seven days. The software also integrates seamlessly with existing systems, ensuring a smooth transition and minimal disruption to business operations. Furthermore, Sell.Do is ISO 27001 compliant, ensuring high standards of data security and privacy.... [Read more](https://www.softwareadvice.com/crm/selldo-profile/)

### Best rated features:

API

5.0

Segmentation

5.0

Lead Qualification

5.0

Omnichannel Outreach

5.0

### Worst rated features:

Calendar Management

2.0

Lead Distribution

3.0

[See all features](https://www.softwareadvice.com/crm/selldo-profile/#key-features)

[Close](https://www.softwareadvice.com/crm/close-io-profile/)

4.66

[(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin. Close embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. Core capabilities include: - Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing - Inbox for managing two-way email conversations with open and click tracking - Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria - Pipeline management with Opportunities and deal tracking across stages - Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup - Web Forms for capturing and routing inbound leads directly into the CRM - Call coaching tools including listen, whisper, and barge Close automates the sales activities that happen between conversations: - Notetaker joins calls and meetings to record, transcribe, and summarize every conversation - AI Drafts writes follow-up emails after each call - AI Summaries give reps instant context on any lead - AI Enrich pulls live company and contact data from public sources - A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode These features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026. Close is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline. Plans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/)

### Best rated features:

Call Recording

5.0

Lead Notifications

5.0

Customizable Templates

5.0

Third-Party Integrations

5.0

### Worst rated features:

Data Import/Export

1.0

Real-Time Notifications

1.0

[See all features](https://www.softwareadvice.com/crm/close-io-profile/#key-features)

### Solo

$9.00/month

Solo is perfect for individuals organizing leads, managing pipelines, and keeping communication in one place.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans)

### Essentials

$35.00/month

A great plan for small teams.

### Growth

$99.00/month

Automation to help your team move faster.

[See full pricing details](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans)

[Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/)

4.74

[(149)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration. Creatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration. And Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.... [Read more](https://www.softwareadvice.com/crm/bpmonline-profile/)

### Best rated features:

Task Management

5.0

Calendar Sync

5.0

ROI Tracking

5.0

Conversion Tracking

5.0

### Worst rated features:

Surveys & Feedback

3.0

Live Chat

3.0

Activity/News Feed

4.0

[See all features](https://www.softwareadvice.com/crm/bpmonline-profile/#key-features)

[Giva](https://www.softwareadvice.com/crm/giva-profile/)

4.91

[(57)](https://www.softwareadvice.com/crm/giva-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Giva is a cloud-based IT help desk that offers ticketing, knowledgebase, asset management, change management, dashboards, self-service portal, user satisfaction surveys, reporting and a mobile app at a very affordable price. Giva is intuitive and easy-to-use and can be deploy in just days and only 1 hour of training is required. Giva features robust, fast & painless reporting for higher quality decision making. With Giva’s Reporting and Dashboards you can quickly measure team productivity, responsiveness and user satisfaction creating a positive feedback loop. Giva is highly customizable without any programming and it’s very intuitive and simple to configure with default settings to get you started. Automated workflows eliminate many manual tasks such as converting emails into tickets and on/off boarding. Auto routing/assignments save time. Service level agreements with automatic escalations save time and increase User satisfaction. Many fast to deploy integration options are available including LDAP. Giva’s homepage dashboard helps prioritize your team’s efforts to keep them focused on the most important user issues. 24/7 USA-based technical support. New product releases every 3 weeks using Agile software development. Pricing is per technician.... [Read more](https://www.softwareadvice.com/crm/giva-profile/)

### Best rated features:

Automated Routing

5.0

Social Media Integration

5.0

Support Ticket Management

5.0

Mobile App

5.0

[See all features](https://www.softwareadvice.com/crm/giva-profile/#key-features)

### Professional

$69.00/month

Billed annually

### Enterprise

$89.00/month

Billed annually

[See full pricing details](https://www.softwareadvice.com/crm/giva-profile/#pricing-and-plans)

[Groove](https://www.softwareadvice.com/product/224461-Groove/)

4.68

[(146)](https://www.softwareadvice.com/product/224461-Groove/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle. Groove’s sales engagement platform drives more revenue through connected and consistently great sales execution. It makes your sales strategy actionable, reinforces your custom playbook, and applies AI-driven insights that help sellers learn, evolve, and win. Groove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S. since 2020. To learn more, visit https://groove.co.... [Read more](https://www.softwareadvice.com/product/224461-Groove/)

### Best rated features:

Customizable Fields

5.0

Alerts/Notifications

5.0

Collaboration Tools

5.0

Access Controls/Permissions

5.0

### Worst rated features:

Business Process Automation

3.5

Call Recording

3.7

[See all features](https://www.softwareadvice.com/product/224461-Groove/#key-features)

### Basic

$50.00/month

[See full pricing details](https://www.softwareadvice.com/product/224461-Groove/#pricing-and-plans)

[Zoho Desk](https://www.softwareadvice.com/crm/zoho-desk-profile/)

4.51

[(2213)](https://www.softwareadvice.com/crm/zoho-desk-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key features include management of customer support tickets, a customer support portal, contract management and report creation. Zoho Desk collates interactions from various media (email, phone, chat, social media, a self-service portal, forums and forms) and presents them in one place. Tasks such as ticket assignment, service escalations, notification rules and time-based actions can be automated by setting workflow rules. The solution provides customizable and scheduled reports, happiness ratings and a graphical dashboard for analyzing customer satisfaction. Integration with Zoho customer relationship management (CRM) facilitates feeding of customer information into tickets logged in Zoho Desk, which enables service agents to know more about the customers. The solution also enables users to make custom changes, such as renaming tabs, adding new departments, customizing email templates, defining business hours and adding of help folders. Zoho Desk can also be integrated with clients’ in-house systems.... [Read more](https://www.softwareadvice.com/crm/zoho-desk-profile/)

### What users love

-   Robust multichannel customer support
-   Streamlined ticket organization and automation
-   Intuitive and user-friendly interface

### To take in mind

-   Cluttered and unintuitive dashboard design
-   Email setup and notification issues
-   Complex user and agent controls

### Best rated features:

Multi-Language

5.0

Audit Trail

5.0

SMS Messaging

5.0

Manual Dialer

5.0

### Worst rated features:

Website Integration

2.0

Customer Engagement

3.0

[See all features](https://www.softwareadvice.com/crm/zoho-desk-profile/#key-features)

### Express

$9.00/month

### Standard

$20.00/month

### Professional

$35.00/month

[See full pricing details](https://www.softwareadvice.com/crm/zoho-desk-profile/#pricing-and-plans)

[Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/)

4.53

[(3055)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features. Pipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.... [Read more](https://www.softwareadvice.com/crm/pipedrive-profile/)

### What users love

-   Intuitive and user-friendly interface
-   Organized sales process management
-   Responsive and helpful support team

### To take in mind

-   Integration and email syncing issues
-   Extra costs for essential features
-   Limited and basic reporting tools

### Best rated features:

Click Tracking

5.0

Client/Property Matching

5.0

Content Delivery

5.0

Multi-Channel Communication

5.0

[See all features](https://www.softwareadvice.com/crm/pipedrive-profile/#key-features)

### Lite

$19.00/month

This plan is available at $14/seat/month billed annually or $24/seat/month billed monthly.

### Growth

$34.00/month

This plan is available at $39/seat/month billed annually or $49/seat/month billed monthly.

### Premium

$64.00/month

This plan is available at $49/seat/month billed annually or $79/seat/month billed monthly.

[See full pricing details](https://www.softwareadvice.com/crm/pipedrive-profile/#pricing-and-plans)

[HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

4.51

[(4465)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/)

Best for:Real-Time Notifications

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey. It caters to a broad range of clients, both in the B2B and B2C sectors, and is versatile enough to suit various industries. The platform provides a wide array of functionalities, including marketing, sales automation, management of the sales pipeline, managing customer relationships, tracking emails, and organizing contacts and leads among others. HubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights.  HubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers. HubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.... [Read more](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

### What users love

-   Centralized customer relationship management
-   Unified sales-marketing platform
-   Intuitive and clean interface

### To take in mind

-   Escalating costs and rigid plans
-   Email integration and automation issues
-   Cumbersome contact organization

### Best rated features:

Relationship Tracking

5.0

Contract/License Management

5.0

Collaboration Tools

5.0

For Financial Institutions

5.0

### Worst rated features:

Social Media Integration

3.9

Forecasting

3.9

Performance Metrics

3.9

Document Storage

3.9

[See all features](https://www.softwareadvice.com/product/1854-HubSpot-CRM/#key-features)

[SysAid](https://www.softwareadvice.com/crm/sysaid-it-crm-profile/)

4.54

[(520)](https://www.softwareadvice.com/crm/sysaid-it-crm-profile/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SysAid is an IT service management (ITSM) platform that helps organizations automate workflows and optimize IT service delivery. The platform caters to a variety of industries, including education, healthcare, manufacturing and managed service providers. It provides a suite of AI-powered capabilities to streamline operations and enhance productivity. The platform includes features such as the AI Agent Builder, SysAid Copilot and AI Chatbot via Microsoft Teams. These enable organizations to automate tasks like ticket categorization, routing, and generating case summaries with sentiment analysis. Additionally, the asset management capabilities allow users to view, secure and manage assets directly from the service desk.... [Read more](https://www.softwareadvice.com/crm/sysaid-it-crm-profile/)

### What users love

-   Responsive and helpful support team
-   Streamlined ticket handling workflows
-   Flexible platform personalization options

### To take in mind

-   Challenging and limited reporting tools

### Best rated features:

Multi-Channel Communication

5.0

Email Alerts

5.0

Supplier Management

5.0

Maintenance Management

5.0

### Worst rated features:

SSL Security

1.0

[See all features](https://www.softwareadvice.com/crm/sysaid-it-crm-profile/#key-features)

### Help Desk

Custom

Pricing available upon request

### ITSM

Custom

Pricing available upon request

### Enterprise

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/crm/sysaid-it-crm-profile/#pricing-and-plans)

[Voiptime Cloud](https://www.softwareadvice.com/call-center/voiptime-cloud-profile/)

4.78

[(80)](https://www.softwareadvice.com/call-center/voiptime-cloud-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center solution! Intelligent call routing, ACD, multi-level IVR, Progressive & Predictive dialer (with flexible redialing rules, time zone settings), flexible call script builder, live call monitoring, ultimate reporting, and powerful REST API. Get up and running in less than 48 hours, with a fully configured environment and reliable VoIP lines with affordable rates in 200 countries.... [Read more](https://www.softwareadvice.com/call-center/voiptime-cloud-profile/)

### Basic

$70.00/month

The plan is a cloud-based contact center software solution for teams having 3-600 agents.

[See full pricing details](https://www.softwareadvice.com/call-center/voiptime-cloud-profile/#pricing-and-plans)

[Gold-Vision CRM](https://www.softwareadvice.com/crm/gold-vision-crm-profile/)

4.63

[(131)](https://www.softwareadvice.com/crm/gold-vision-crm-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Who are we? Gold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects, portal and events. Suitable for organizations of all sizes, it can be installed both on-premise and in the cloud, dependant on preference. Core features: The core CRM features include automatic tracking and synchronization of emails with Microsoft 365. Other features include centralized storage of prospect and customer information, which can be accessed on desktop or mobile devices. Users can also view social profiles for prospects and customers. Sales: Sales features include lead scoring, easy reporting, and comprehensive pipeline management. Furthermore, set pre-defined scores and view integrated website analytics with simplistic touchpoint scoring, with leads automatically scored based on customer interest. Pipeline management is at the core of the sales module, get an instant live view of your business status, forecast sales revenue, and even set and monitor performance targets for different team members, ensuring the entire team is in the loop with sales activities. Gold-Vision's opportunities module provides details of all quotes, activities and recent emails, so any user can view where the lead came from and what’s happening next. Marketing: The Gold-Vision product line also includes our brand-new product, Gold-Vision Marketing. Gold-Vision Marketing is an all-in-one digital marketing platform which is fully integrated with our CRM. Marketing gives users the ability to create and run campaigns, all whilst data is being fed back into CRM to aid the sales process – making sales and marketing alignment easier than ever. Gold-Vision's marketing features feed directly into analytics and dashboards, which are fully customizable visual charts and graphs. Other features include touchpoint point scoring, event booking management, and more. Projects: Managing projects in Gold-Vision is a simplistic and collaborative process, whether that’s assigning different team members tasks, creating to-do lists, or even just staying on schedule by monitoring progress and time spent on each activity. Appointment tracking, document management, and workflow management are core to the projects area of Gold-Vision. Customer support: To deliver great customer support your team needs to know more than just the name of the person they’re talking to – they need the full picture. With Gold-Vision CRM, all your customer data – from your first touchpoint to the last – is in one place. Your support agents will always have the latest information at their fingertips and can respond more efficiently and effectively than ever before Customer interactions are automatically tracked and linked to their corresponding support tickets via integrations such as Live Chat, Microsoft 365, Outlook and more. Demo: After identifying your needs, we will build out a bespoke demo system for you, considering your business set-up, internal processes, and anything else you may detail to us and will then guide you through, giving you an insight into what an average day may look like within Gold-Vision. We provide a smooth and stress-free purchase process that puts your business needs at the forefront of our minds, carrying out all discussions and consultations with a personal feel. Implementation and support: From the moment you become a Gold-Vision customer, we will work directly with you to integrate and implement your system exactly how you want it. We provide quick-start packages for smaller projects or more in-depth training for larger teams. Our training services are flexible based on your needs, and we’re here to make sure you get value from Gold-Vision from the start. Our support team is attentive and offers comprehensive advice whenever needed. Gold-Vision pricing is done on a per-user per-month basis, allowing for manageable payments.... [Read more](https://www.softwareadvice.com/crm/gold-vision-crm-profile/)

### Best rated features:

Customizable Fields

5.0

Drag & Drop

5.0

Drip Campaigns

5.0

Configurable Workflow

5.0

### Worst rated features:

Lead Distribution

3.0

Monitoring

3.0

Social Media Integration

3.0

[See all features](https://www.softwareadvice.com/crm/gold-vision-crm-profile/#key-features)

### Core

£35.00/month

Ideal for teams new to CRM or with straightforward requirements. Core includes essential tools to manage contacts, track sales, and run marketing campaigns. Customise your workspace, sync with Outlook or Gmail, and build dashboards to monitor performance. Stay organised with tags, tasks, and appointments, while managing unlimited records without hidden limits. Built-in sales forecasting, email marketing, and a simple service desk help streamline your operations. With GDPR tools, API access, and integrations with Microsoft 365, SharePoint, and more, Core gives you everything you need to get started—backed by UK-based support via phone, chat, and email.... [Read more](https://www.softwareadvice.com/crm/gold-vision-crm-profile/#pricing-and-plans)

### Professional

£60.00/month

Includes everything in Core, plus advanced tools for growing teams. Designed for businesses ready to scale, it adds powerful automation, enhanced reporting, and deeper integrations. Automate repetitive tasks, manage campaigns with ease, and gain richer insights with advanced dashboards. Professional also includes enhanced security, user permissions, and more flexible data management—ideal for teams that need more control, visibility, and efficiency across departments.... [Read more](https://www.softwareadvice.com/crm/gold-vision-crm-profile/#pricing-and-plans)

### Ultimate

£80.00/month

Includes everything in Professional, plus enterprise-ready features for complex operations. Ultimate supports multi-language and multi-business environments, with branded CRM instances, UAT environments, and advanced automation. Manage subscriptions, financial entities, and global sales with ease. Marketing tools include CMS, landing pages, and brand asset management. With event management, Power BI integration, and strategic account support, Ultimate is ideal for high-volume, multi-team organisations.... [Read more](https://www.softwareadvice.com/crm/gold-vision-crm-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/gold-vision-crm-profile/#pricing-and-plans)

[Deskero](https://www.softwareadvice.com/crm/deskero-profile/)

4.67

[(112)](https://www.softwareadvice.com/crm/deskero-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Deskero by Nabra is a cloud-based help desk management solution designed for businesses of all sizes. It offers ticketing, multi-channel support, social media and chat support and reporting functionalities within a suite. Phone, Android and Windows apps available. Deskero features ticketing management, which allows users to group, tag and organize help desk tickets based on predefined rules. Users can also define ticket configuration rules, which allows users to create workflows for themselves and team members. Deskero offers chat tickets, which allows users to manage support requests via chat. Users can also create separate workflows for incoming chat requests, and assign them to an agent, team or division. The product also features team chat, which allows team members to initiate chat engaging individual agents or teams. Deskero offers subscription pricing, and is available in four different pricing plans based on the number of features offered.... [Read more](https://www.softwareadvice.com/crm/deskero-profile/)

### Best rated features:

Reporting & Statistics

5.0

Knowledge Base Management

5.0

Self Service Portal

5.0

Prioritization

5.0

### Worst rated features:

Configurable Workflow

4.0

Access Controls/Permissions

4.0

[See all features](https://www.softwareadvice.com/crm/deskero-profile/#key-features)

### Grow

$9.00/month

The plan enhances interaction through help desks.

### Business

$25.00/month

The plan offers you customer care tools.

### Premium

$90.00/month

The plan lets you have command over control and automation.

[See full pricing details](https://www.softwareadvice.com/crm/deskero-profile/#pricing-and-plans)

[Re:amaze](https://www.softwareadvice.com/service-desk/reamaze-profile/)

4.85

[(53)](https://www.softwareadvice.com/service-desk/reamaze-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Reamaze is a cloud-based help desk and customer messaging solution that helps businesses support, engage and convert customers using a single app. It’s suitable for businesses across industries such as higher education, retail, food and beverage, health care and more. Key features include multi-channel communication, automated routing and issue tracking, knowledge base management and also live chat. Reamaze features a shared inbox that allows teams to manage interactions with customers from various channels such as Facebook, Messenger, Instagram, Twitter and SMS messages. Users can also monitor customers in real time, keep track of their activities and send canned responses to specific queries. Additionally, Reamaze features a self-service portal, customizable branding capabilities, email integration and a digital storage space for documents. Mobile applications for iOS and Android devices are also offered. Services are offered on a monthly subscription basis that includes support via email, FAQs and online live chat.... [Read more](https://www.softwareadvice.com/service-desk/reamaze-profile/)

### Best rated features:

Automated Routing

5.0

Real-Time Monitoring

5.0

Autoresponders

5.0

Interaction Tracking

5.0

[See all features](https://www.softwareadvice.com/service-desk/reamaze-profile/#key-features)

### Basic

$29.00/month

All features in basic for $59 flat rate per month for unlimited team members. 14-Day free trial is also available.... [Read more](https://www.softwareadvice.com/service-desk/reamaze-profile/#pricing-and-plans)

### Pro

$49.00/month

14-Day free trial is also available.

### Plus

$69.00/month

14-Day free trial is also available.

[See full pricing details](https://www.softwareadvice.com/service-desk/reamaze-profile/#pricing-and-plans)

[Help Scout](https://www.softwareadvice.com/crm/help-scout-profile/)

4.61

[(226)](https://www.softwareadvice.com/crm/help-scout-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Help Scout is a customer support platform that caters to various industries such as SaaS, ecommerce, financial services, education, media, healthcare, professional services, logistics, property management, manufacturing and real estate. The platform includes a shared inbox that allows teams to collaborate and manage customer communications in one place. It offers a help center that enables customers to find self-service support and answers to common questions. The live chat functionality allows for real-time conversations with customers to provide instant support. The platform also includes proactive messaging capabilities to help engage customers with targeted messages. Additionally, Help Scout provides an omnichannel support solution, giving teams a unified platform to manage customer interactions across various channels.... [Read more](https://www.softwareadvice.com/crm/help-scout-profile/)

### Best rated features:

Knowledge Management

5.0

Performance Metrics

5.0

Real-time Consumer-facing Chat

5.0

Document Management

5.0

### Worst rated features:

Document Storage

3.0

API

3.7

[See all features](https://www.softwareadvice.com/crm/help-scout-profile/#key-features)

### Free

Custom

Pricing available upon request

### Standard

$55.00/month

### Plus

$83.00/month

[See full pricing details](https://www.softwareadvice.com/crm/help-scout-profile/#pricing-and-plans)

[Commence](https://www.softwareadvice.com/crm/commence-profile/)

4.86

[(44)](https://www.softwareadvice.com/crm/commence-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size businesses and helps them to manage communication with existing and potential customers. The solution includes various modules and features which include marketing automation, lead management, help desk functionality, a customer portal, reporting and project management. The dashboard presents real-time information, showing emails, tasks to complete, service tickets, alerts and new leads. The custom dashboard allows users to see up-to-date sales activity and respond to emails. Marketing automation features offer pre-built templates to launch targeted campaigns with a customizable budget, and the ability to analyze the response rate and revenue of campaigns. Additionally, Commence CRM manages the sales cycle, schedules appointments and to-dos, records interactions with customers and generates forecasts and performance reporting. Commence CRM is available on a monthly subscription basis that includes support via phone, email and through an online knowledge base.... [Read more](https://www.softwareadvice.com/crm/commence-profile/)

### Best rated features:

Contact Management

5.0

Interaction Tracking

5.0

Sales Pipeline Management

5.0

Quotes/Estimates

5.0

### Worst rated features:

Email Marketing

4.0

Social Media Integration

4.0

Internal Chat Integration

4.0

[See all features](https://www.softwareadvice.com/crm/commence-profile/#key-features)

### SalesCRM

$29.00/month

### MarketingCRM

$39.00/month

### Project management CRM

$50.00/month

[See full pricing details](https://www.softwareadvice.com/crm/commence-profile/#pricing-and-plans)

[Tubular](https://www.softwareadvice.com/crm/tubular-profile/)

5.0

[(31)](https://www.softwareadvice.com/crm/tubular-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Tubular is a cloud-based customer relationship management platform that assists users in creating and managing tasks from different sources. It features reports and forecasting, integration, collaboration, gamification, task management, call logs and label customization. Tubular helps users manage new leads across multiple campaigns through email marketing, web contact forms and more. Users can also check call activity in order to review calls and check lead progress. The reports and forecasting feature helps users analyze trends in order to target relevant customers. Users can share their feedback with colleagues through the system. The tool integrates with Mailchimp, Autopilot, Typeform and more.... [Read more](https://www.softwareadvice.com/crm/tubular-profile/)

### Pro

$20.00/month

The plan is offered at $17 per user per month on annual subscription.

### Enterprise

$45.00/month

The plan is offered at $36 per user per month on annual subscription.

[See full pricing details](https://www.softwareadvice.com/crm/tubular-profile/#pricing-and-plans)

[Vanillasoft](https://www.softwareadvice.com/crm/vanilla-soft-profile/)

4.59

[(233)](https://www.softwareadvice.com/crm/vanilla-soft-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarketing which helps sales teams in businesses manage their daily operations. VanillaSoft is a lead optimization platform built for fast-response sales teams. VanillaSoft’s real-time workflow helps sales teams work smarter by making sure every lead gets the best chance to convert. It automatically prioritizes the warmest records, so agents don’t waste time figuring out who to contact next. It simplifies the agent’s activities, letting them focus on conversations instead of juggling data. Plus, it ensures calls, emails, and texts are sent in the right order, with the right message, and with the best chance of getting through—avoiding spam filters and blocked calls. These three pillars of VanillaSoft’s all-in-one system ensure sales teams are effective, efficient, and always reaching their leads.... [Read more](https://www.softwareadvice.com/crm/vanilla-soft-profile/)

### What users love

-   User-friendly and intuitive interface
-   Efficient lead tracking and organization
-   Responsive and helpful support team

### To take in mind

-   Occasional lag and slowdowns

### Best rated features:

Template Management

5.0

Call Recording

5.0

Lead Distribution

5.0

Activity Dashboard

5.0

[See all features](https://www.softwareadvice.com/crm/vanilla-soft-profile/#key-features)

[Issuetrak](https://www.softwareadvice.com/crm/issuetrak-profile/)

4.56

[(205)](https://www.softwareadvice.com/crm/issuetrak-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Issuetrak is a flexible issue tracking solution that can be configured to suit the needs of a variety of industries and usages, including IT help desk, customer support, project management, and more. Issuetrak can be deployed in the cloud or hosted on-premises and is suitable for departments and organizations of any size. The product’s features include a task manager for task assignment and workflow creation, a suite of automation tools, round robin issue assignment, and intuitive reporting options. Issuetrak provides plenty of ways for users to customize their issue submission process, such as custom screens and user-defined fields. A number of add-on modules are available to supplement the base product with tools like Asset Management and Active Directory. Users can also keep automatic audit records, organize their own Knowledge Base, edit their reporting dashboard to display their preferred metrics at a glance, and manage their issues via a centralized, customizable Issue Hub. Issuetrak offers full-time support, as well as guided implementation and onboarding to assist users in configuring the site exactly how it’s needed.... [Read more](https://www.softwareadvice.com/crm/issuetrak-profile/)

### Best rated features:

Remote Access/Control

5.0

Queue Management

5.0

Recurring Issues

5.0

Knowledge Management

5.0

[See all features](https://www.softwareadvice.com/crm/issuetrak-profile/#key-features)

### Cloud Annual

$876.00/year

$876 /agent (3 agent minimum) Unlimited Free Users. Sit back, relax, and let us host Issuetrak for you. Automatic software updates with expert maintenance included.... [Read more](https://www.softwareadvice.com/crm/issuetrak-profile/#pricing-and-plans)

### On-Premises Annual

$478.00/month

Starting at $478 /agent (3 agent minimum). Perpetual or annual licenses available. Our software on your own managed servers gives you full control over security, connectivity, and data.... [Read more](https://www.softwareadvice.com/crm/issuetrak-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/issuetrak-profile/#pricing-and-plans)

[Cayzu](https://www.softwareadvice.com/crm/cayzu-profile/)

4.97

[(30)](https://www.softwareadvice.com/crm/cayzu-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Cayzu is a cloud-based help desk management solution designed for small and midsize businesses. It offers ticket management, issue management, a self service portal and automated routing functionalities within a suite. The software features email integration, which enables users to directly convert emails to service requests. The system then automatically queues all incoming requests and assigns them to available, appropriate agents in order to efficiently handle customer queries. Cayzu’s self service portal displays all service requests from multiple websites in a single console. Users can also build a knowledge base on their site to help other users find answers to the most common queries. With the help of customized reporting and dashboards to track and monitor the performance of help desk operations, users gain a complete view of all their customer service activities and are better equipped to make decisions regarding their service requests. Cayzu is available per user per month or year.... [Read more](https://www.softwareadvice.com/crm/cayzu-profile/)

### Basic

$4.00/month

### Team

$9.00/month

### Pro

$19.00/month

[See full pricing details](https://www.softwareadvice.com/crm/cayzu-profile/#pricing-and-plans)

[ProProfs Chat](https://www.softwareadvice.com/crm/live2support-profile/)

4.77

[(53)](https://www.softwareadvice.com/crm/live2support-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Knowledgebase is a cloud-based help desk (HD) software solution. This product offers help centers and guides for both customers and employees, and it is suitable for businesses of all sizes. With Knowledgebase, users can create content and publish it in a searchable database. They can add tooltips, lightboxes and pop-ups. This system’s content editor includes a toolbar where users can format text and add images, tables and videos. Users with coding experience can also directly edit their sites’ CSS. Sites created with Knowledgebase are brandable and have custom domain names. Sites can also be published as PDFs. Users can manage multiple sites, track revision history and import files. Knowledgebase is integrable with ZenDesk, Google Analytics and Live Chat among others. Users can assign roles and permissions in the system. This solution is accessible anytime from anywhere, and it can be accessed from multiple devices including mobile devices. Knowledgebase is priced per month. It was created by ProProfs in 2006.... [Read more](https://www.softwareadvice.com/crm/live2support-profile/)

### Best rated features:

Real-time Consumer-facing Chat

5.0

Transcripts/Chat History

5.0

Customizable Branding

5.0

Real-Time Notifications

5.0

[See all features](https://www.softwareadvice.com/crm/live2support-profile/#key-features)

### Live Chat (Essentials)

$15.00/month

Pricing depends on the number of operators

### Live Chat (Premium)

$20.00/month

Pricing depends on the number of operators

### Live Chat (Enterprise)

Custom

Pricing available upon request

Contact the team for pricing.

[See full pricing details](https://www.softwareadvice.com/crm/live2support-profile/#pricing-and-plans)

[FocalScope](https://www.softwareadvice.com/help-desk/focalscope-profile/)

5.0

[(28)](https://www.softwareadvice.com/help-desk/focalscope-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

FocalScope is a cloud-based help desk solution suitable for companies of any size. Key features include email ticketing, survey management and a live chat tool. With FocalScope’s email ticketing module, a ticket number is assigned to each incoming email. This ticket number allows users to track email history through a ticket history log, which includes who read what email and what action they took after doing so. Users can assign tickets to employees, and tickets can be re-assigned at any point. FocalScope lets users create email response templates and set up automated responses. When tickets come in, they are automatically assigned to a staff member’s queue, and maximum limits can be set on queues to avoid overloading any one employee. This software also includes a live chat feature. Users are able to engage in multiple live chat sessions at once. When customers request live chats after business hours, a log of that request is created so that users can follow up with customers later. FocalScope is available on a per user per month basis. It services all industries and is platform-agnostic. Mobile apps for Android and iOS are available.... [Read more](https://www.softwareadvice.com/help-desk/focalscope-profile/)

### Best rated features:

Alerts/Escalation

5.0

Help Desk Management

5.0

Reporting/Analytics

5.0

Support Ticket Management

5.0

[See all features](https://www.softwareadvice.com/help-desk/focalscope-profile/#key-features)

### Basic

$9.00/month

[See full pricing details](https://www.softwareadvice.com/help-desk/focalscope-profile/#pricing-and-plans)

[InvGate Service Management](https://www.softwareadvice.com/crm/invgate-profile/)

4.62

[(108)](https://www.softwareadvice.com/crm/invgate-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

InvGate Service Desk is an IT service management platform that offers help desk request fulfillment, customer service and support and self-service knowledge management. The system is compatible with Mac, Windows, and iPad (or other tablets), and can be purchased outright as an on-premises option, or SaaS, with an annual reoccurring fee. It is customizable depending on the needs of the company. InvGate lets users create trouble tickets, run advanced reports and view analytics and automate workflows. Its drag-and-drop and drill-down functionality allow data to be accessible to all members of the team. The solution offers features such as ticket management, knowledge base, problem management, change management, reporting and analytics. The built-in analytics tool uses OLAP approach to deliver data and information in real time. InvGate also offers web self-service capabilities, so staff can track the progress of trouble tickets, search the knowledge base, and promote self-resolution to IT service requests. Support is available via online portal and phone.... [Read more](https://www.softwareadvice.com/crm/invgate-profile/)

### Best rated features:

IT Asset Management

5.0

SSL Security

5.0

Problem Management

5.0

Help Desk Management

5.0

[See all features](https://www.softwareadvice.com/crm/invgate-profile/#key-features)

### Starter

$17.00/year

Up to 5 agents; $999 billed annually

### Pro

$40.00/year

From 6-50 agents

### Enterprise

Custom

Pricing available upon request

Unlimited agents

[See full pricing details](https://www.softwareadvice.com/crm/invgate-profile/#pricing-and-plans)

[Infor Sales & Catering](https://www.softwareadvice.com/crm/infor-sales-and-catering-profile/)

4.69

[(67)](https://www.softwareadvice.com/crm/infor-sales-and-catering-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Infor Sales & Catering is a cloud-based sales, catering, and event management solution designed to simplify and automate the full event lifecycle. From initial inquiry and booking through execution and final billing, it helps hospitality and event-driven organizations manage events with greater visibility and control. The platform brings sales, catering, operations, and finance teams together in a single system, allowing users to manage event details, customer interactions, and venue availability in one place. Teams can create custom proposals, manage contracts, track event changes, and coordinate resources such as rooms, menus, and event spaces. Infor Sales & Catering includes tools for forecasting, labor tracking, customer relationship management, invoicing, auditing, and electronic signatures. Configurable workflows help reduce manual effort and support consistent processes, while task scheduling and automated reminders help teams stay aligned across multiple locations. An administrative dashboard provides real-time insight into activity and performance, with reporting tools that allow users to generate custom reports without technical expertise. The system supports electronic payments and is designed to meet industry security and compliance standards. Built on a secure, scalable cloud platform, Infor Sales & Catering is well suited for organizations managing complex events, high volumes, or multi-property operations. Pricing is available upon request, and support is provided through phone, email, and online resources.... [Read more](https://www.softwareadvice.com/crm/infor-sales-and-catering-profile/)

[1](https://www.softwareadvice.com/category/3231-higher-education-crm/)

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[3](https://www.softwareadvice.com/category/3231-higher-education-crm/?page=3)[4](https://www.softwareadvice.com/category/3231-higher-education-crm/?page=4)[5](https://www.softwareadvice.com/category/3231-higher-education-crm/?page=5)

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[9](https://www.softwareadvice.com/category/3231-higher-education-crm/?page=9)