--- title: "Best Consulting CRM Software - 2026 Reviews & Pricing" description: "Find the best Consulting CRM Software for your organization. Compare top Consulting CRM Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/consulting-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / Consulting CRM Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Consulting CRM Software of 2026 Updated October 21, 2026 ## Consulting CRM FAQs Software Advice advisors had 52 conversations with buyers about Consulting CRM software between January 2025 and July 2026. These are the questions that came up most. - How do I choose the right Consulting CRM software for my business? Choosing the right consulting customer relationship management (CRM) tool depends on matching core needs like project management, client tracking, and document management with the features on offer, as buyers frequently tell our advisors that these are top requirements. Buyers often check for integration with accounting platforms such as QuickBooks Online, ease of use to reduce manual work, and automation for reminders or client follow-up. Cost is a major consideration, with budgets commonly landing between flat monthly rates and per-user fees, many buyers also look out for extra setup charges. Friction often arises when tools lack industry-specific templates, involve too many manual steps, or do not connect well with other business systems, so teams should test real workflows and confirm the tool can be tailored to their consulting needs before deciding. - What is the best Consulting CRM software for a small to mid-size business? The best consulting customer relationship management (CRM) system for a small to mid-size business, according to buyers we've talked to, is one that includes tools for project management, document tracking, contact and client management, scheduling, estimating, and client tracking. Buyers frequently mention challenges with systems that feel cumbersome, rely too much on manual or spreadsheet processes, or lack industry-specific templates. Integration with other business tools is a common priority, while a steep learning curve or high pricing can be a dealbreaker for small teams. Systems that offer built-in CRM features or simple integration with third-party CRM platforms are often preferred in these advisor conversations. Answer based on 45 advisor calls - What should businesses watch out for when choosing Consulting CRM software? During advisor calls, buyers researching consulting customer relationship management (CRM) software often caution that the user experience can be cumbersome or inefficient, which may lead teams to fall back on manual work or spreadsheets. Many buyers are in the Construction industry and run small businesses, so ease of use and quick setup are important. Integration with other tools is another common concern, as some systems do not connect well with key platforms like project management or accounting software. Cost is also a frequent trade-off, with buyers noting that prices can be higher than expected as needs grow. Limited automation, incomplete lead management, and lack of industry-specific templates are other points buyers weigh before making a decision. Most buyers ask about cloud or software-as-a-service (SaaS) deployment, but some are still undecided about which setup to choose. Answer based on 47 advisor calls - What are common complaints about Consulting CRM software? Frequent complaints about consulting customer relationship management (CRM) software focus on inefficient or cumbersome user experiences, as heard in advisor calls. Buyers often report still relying on manual steps or spreadsheets, which creates extra work. High or increasing cost is another common friction, with some teams feeling the tool does not match its price. Limited integration with other software, such as email or accounting platforms, is also a recurring concern. Many mention the lack of industry-specific templates or fields, making customization a requirement. Incomplete lead management, missing automation features, and weak project management capabilities round out the main themes buyers highlight in these conversations. Answer based on 39 advisor calls - What is the difference between Consulting CRM software and a general CRM? Consulting customer relationship management (CRM) software differs from general CRM by prioritizing project management and document management features alongside client tracking, according to what buyers share when speaking with our advisors. While both categories cover contact management and scheduling, buyers exploring consulting CRM often need built-in tools for estimating project costs, coordinating assignments, and storing project documents, functions that are less common or less central in general CRM conversations. Many buyers in the consulting space also mention challenges like missing industry-specific templates or project management gaps when using standard CRM systems, which drives them to seek out solutions tailored for consulting workflows. Answer based on 47 advisor calls - Can Consulting CRM software integrate with email, marketing, and billing platforms? Yes, based on advisor calls, consulting customer relationship management (CRM) software can integrate with QuickBooks Online for accounting needs. Buyers most often ask for this link to handle billing and invoicing, but integrations with email or marketing platforms do not come up as a frequent requirement in these calls. Answer based on 8 advisor calls - How does Consulting CRM software handle contact management, pipeline tracking, and follow-up automation? Advisor-call conversations show that teams use consulting customer relationship management (CRM) tools to organize and store client contact information in one place. Buyers frequently mention the need to track all contact details, see customer history, and keep information updated for outreach and follow-up. Some teams also look for features that connect contact records with deal stages, making it easier to monitor progress and schedule next steps. Automation for reminders and follow-up emails is a common requirement to help consultants stay on top of client tasks and deadlines. Answer based on 9 advisor calls - How much does Consulting CRM software cost? Pricing for consulting customer relationship management (CRM) systems is most often discussed as either a flat monthly fee or a per-user monthly charge, and a common theme in these conversations is the variety in pricing models. Buyers frequently mention flat monthly rates with a median cost of $200 and a typical range from $100 to $500. Per-user monthly pricing usually runs between $50 and $90, with a median near $55 per user. Many buyers are also quoted a one-time setup fee, most often between $500 and $1,000. These numbers reflect what buyers report in real advisor calls, not vendor list prices. Answer based on 41 advisor calls - What features should Consulting CRM software include? Consulting CRM software should include project management, client and contact management, and tools for tracking leads and current clients, based on what buyers our advisors talk to request most often. Buyers frequently mention the need for document management, scheduling, billing and invoicing, estimating project costs, and project tracking as essential for their consulting work. Integration with customer relationship management (CRM) systems or built-in CRM features also comes up repeatedly, along with case management for firms that handle complex client matters. Answer based on 40 advisor calls On this page 1. Popular Comparisons 2. Buyers Guide 3. Frequently Asked Questions Filter products 278 results ### Compare Products Showing 1 - 25 of 278 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **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. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Claritysoft CRM [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) 4.50 [(256)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) Best for:Customer support ### Pricing availability Starting price: $29.00/month Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Claritysoft CRM is a simple yet powerful cloud-based CRM and marketing automation platform built for growing businesses. It brings together sales, marketing, project management, and customer service tools into one easy to use system without the complexity or high costs of larger platforms. Claritysoft stands out for its focus on simplicity paired with exceptional support. Teams get up and running quickly with guided implementation and ongoing free phone support from real people. The platform is highly customizable so you can tailor screens, fields, workflows, and layouts to match your unique processes and team roles. Manage your entire customer journey in one place: generate leads with built-in marketing automation, move prospects efficiently through your sales pipeline, deliver projects consistently, and keep customers happy with strong service tools. A native mobile app keeps everything accessible on the go, while integrated email marketing helps you stay connected and drive more opportunities. With affordable pricing, clean interfaces, and automation that eliminates repetitive work, Claritysoft helps teams get organized, close more deals, and scale without the usual CRM headaches. Trusted by thousands of customers who value clarity and real results over complexity.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/) ### Best rated features: For Startups 5.0 Activity Dashboard 5.0 Campaign Management 5.0 Configurable Workflow 5.0 [See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features) --- ### Product: Salesforce Sales Cloud [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.40 [(18816)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Best for:Mid-size businesses ### Pricing availability Starting price: $25.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/) ### What users love - Enhanced customer relationship management - Comprehensive sales process control - Highly adaptable platform configuration ### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools ### Best rated features: Proposal Generation 5.0 Campaign Analytics 5.0 Drag & Drop 5.0 Job Scheduling 5.0 [See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features) ### Starter Suite $25.00/month For up to 5 users ### Pro Suite $100.00/month This plan is designed for any size team and is billed annually. ### Enterprise $165.00/month This plan is designed for any size team and is billed annually. [See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans) --- ### Product: SalesNOW [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) 4.64 [(81)](https://www.softwareadvice.com/marketing/salesnow-profile/reviews/) ### Pricing availability Starting price: $19.95 Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact, deal, case and lead management, company tracking and sales reporting. It is also available for on-premise deployment. SalesNOW allows users to take sales notes, log their calls, and capture emails automatically; train new employees by keeping corporate account histories of clients; gain a dashboard view of activities of sales representatives; and view various sales data, including next steps on leads, deals, and cases.SalesNOW also allows users to customize tabs, reports, and data fields and provides visual, graphical representations of sales forecasts, funnels, and activity reports. The solution offers a mobile application for Android, iPhone, iPad, and Blackberry devices. SalesNOW is available on a monthly subscription basis that includes support via phone, email and through product tutorials and manuals.... [Read more](https://www.softwareadvice.com/marketing/salesnow-profile/) ### Best rated features: Forecasting 5.0 Email Marketing 5.0 Segmentation 5.0 Workflow Management 5.0 ### Worst rated features: Quotes/Estimates 4.0 [See all features](https://www.softwareadvice.com/marketing/salesnow-profile/#key-features) ### Basic $19.95 [See full pricing details](https://www.softwareadvice.com/marketing/salesnow-profile/#pricing-and-plans) --- ### Product: HubSpot Sales Hub [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.53 [(506)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: $0.00 Free trial: Available Free demo: Available Free version: Available Software Advice Summary HubSpot Sales Hub is a cloud-based sales platform that supports businesses of all sizes — from solo founders and startups to large enterprise sales teams — across industries including retail, technology, and B2B services. It consolidates the full sales cycle into one platform built on a native CRM, covering contact and lead management, deal and pipeline tracking, email automation, quoting, and sales analytics. Teams can automate lead segmentation, email sequences, and task assignments to reduce manual admin work. The meeting scheduler lets prospects book appointments directly from a website or email. AI-powered features include lead scoring, conversation intelligence with automatic call recording and transcription, predictive forecasting, and a prospecting agent that monitors target accounts and drafts personalized outreach. The configure, price, quote tool generates quotes from within the same platform. Managers get dashboards, revenue tracking, and coaching insights drawn from call data. HubSpot Sales Hub is deployed via web browser with mobile access supported and integrates with over 2,000 third-party apps. Plans range from a free tier to Enterprise. Support is available through a knowledge base, email, phone, and live chat.... [Read more](https://www.softwareadvice.com/crm/hubspot-sales-profile/) ### What users love - Comprehensive sales process management - Responsive and helpful support team - User-friendly and intuitive design ### To take in mind - Clunky and overwhelming navigation - Expensive for growing teams ### Best rated features: Automatic Call Distribution 5.0 Content Delivery 5.0 Mobile App 5.0 Prioritization 5.0 ### Worst rated features: Field Sales Management 3.0 Channel Management 3.0 Task Progress Tracking 3.0 Real-Time Reporting 3.5 [See all features](https://www.softwareadvice.com/crm/hubspot-sales-profile/#key-features) ### Free $0.00 ### Starter $15.00/month ### Professional $90.00/month [See full pricing details](https://www.softwareadvice.com/crm/hubspot-sales-profile/#pricing-and-plans) --- ### Product: LeadSquared [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) 4.26 [(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/) Best for:Ease of use ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/) ### Best rated features: Engagement Tracking 5.0 Multi-Channel Marketing 5.0 SMS Marketing 5.0 Sales Analytics 5.0 ### Worst rated features: Activity Dashboard 1.0 Social Media Integration 1.0 Reminders 1.0 [See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features) --- ### Product: LeadMaster [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) 4.13 [(36)](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/reviews/) ### Pricing availability Starting price: $10.00 Free trial: Available Free demo: Not available Free version: Available Software Advice Summary LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automation, business analytics and more. Available on a monthly subscription basis, the solution is used across a wide range of large and midsize industry verticals including advertising, banking, real estate, retail and more. LeadMaster offers multiple features integrated into one full package. Email marketing, lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting. Leads can be qualified and converted from almost any source - webinar, call center, landing page, sales lead suppliers and more. LeadMaster also integrates with a variety of useful tools, like Outlook, Google Calendar and click-to-dial VOIP. Field names, dashboard charts, forms and various other functions can be tailored according to business' unique needs. The monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners.... [Read more](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) ### Best rated features: Search/Filter 5.0 Sales Pipeline Management 5.0 CRM 5.0 Interaction Tracking 5.0 ### Worst rated features: Reporting/Analytics 4.0 Lead Management 4.0 [See all features](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#key-features) ### Basic $10.00 [See full pricing details](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#pricing-and-plans) --- ### Product: Coevera [Coevera](https://www.softwareadvice.com/product/113892-Coevera/) 4.60 [(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/) Best for:Value for money ### Pricing availability Starting price: $85.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. Automatizer — no-code workflow automation your own ops team builds and changes. Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/) ### Best rated features: Activity Dashboard 5.0 Reminders 5.0 Forecasting 5.0 Lead Nurturing 5.0 ### Worst rated features: Collaboration Tools 3.0 Prospecting Tools 3.0 [See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features) ### Business Edition, Enterprise Edition, Unlimited Edition $85.00/month The Business Edition is one of three different versions of Coevera that are available. Each version offers a different combination of features to suit your needs. For more details see our pricing page on coevera.com.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans) --- ### Product: Document360 [Document360](https://www.softwareadvice.com/crm/document360-profile/) 4.66 [(292)](https://www.softwareadvice.com/crm/document360-profile/reviews/) Best for:Knowledge Base Management ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary Document360 is a cloud-based knowledge base platform that helps businesses of all sizes create, manage, and share structured documentation for customers and internal teams. It serves industries including SaaS, IT consulting, financial services, manufacturing, healthcare, and customer support. Core features include a dual WYSIWYG and Markdown editor, version control with full change history, workflow builder with role-based approvals, multilingual support with machine translation, conditional content blocks, and a support ticket deflector that surfaces relevant articles before queries become tickets. Built-in analytics highlight search gaps, article performance, and user behavior. The platform also supports multiple products and teams within a single knowledge base, custom domains and branding, and an embeddable widget for websites and apps. AI capabilities include article generation from text or uploaded files, FAQ and glossary generation, assistive natural-language search, and a conversational chatbot that draws from multiple content sources. Document360 is SOC 2 Type II compliant, GDPR ready, and ISO 27001 certified. It integrates with Zendesk, Intercom, Freshdesk, Slack, Microsoft Teams, Salesforce, and Zapier. Support is available via email, live chat, and a knowledge base. A 14-day free trial is available.... [Read more](https://www.softwareadvice.com/crm/document360-profile/) ### What users love - Responsive and proactive support team - User-friendly and accessible interface - Robust and intuitive knowledge management ### To take in mind - Occasional slowdowns with large content ### Best rated features: Customizable Templates 5.0 Activity Tracking 5.0 Social Media Integration 5.0 Documentation Management 4.8 ### Worst rated features: API 3.5 Version Control 4.0 Widgets 4.0 [See all features](https://www.softwareadvice.com/crm/document360-profile/#key-features) --- ### Product: Zoho CRM [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(7007)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Starting price: $14.00/month Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/) ### What users love - User-friendly and adaptable design - Affordable plans and good value - Comprehensive feature-rich platform ### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools ### Best rated features: Remote Access/Control 5.0 Client/Property Matching 5.0 Widgets 5.0 Customer Activity Tracking 5.0 ### Worst rated features: Chatbot 2.0 Sales Forecasting 3.0 Social Marketing 3.0 [See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features) ### Standard $14.00/month ### Professional $23.00/month ### Enterprise $40.00/month [See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans) --- ### Product: SalesOutlook CRM [SalesOutlook CRM](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) 4.25 [(71)](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/) ### Pricing availability Starting price: $40.00/month Free trial: Available Free demo: Not available Free version: Available Software Advice Summary SalesOutlook is the best CRM for Outlook, Teams and Microsoft 365. SalesOutlook is the No-Login CRM that runs anywhere you can run Outlook or Teams including PC, Mac, Web and Mobile. The CRM was designed to be as easy to use as your Inbox. Organize items using categories, folders and flags. Use our CRM to create Microsoft Outlook tasks and appointments. Complete your Microsoft 365 experience by including a workgroup solution to track Contacts, Companies, Deals and Activities. Use email templates to send emails and campaigns. SalesOutlook CRM is ideal for small business. Easy to deploy via the Office365 admin panel. Deploy once and if users get a new pc the app is already available, no client installation or login.... [Read more](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) ### Best rated features: Workflow Automation 5.0 Data Security 5.0 Template Management 5.0 Contact Database 5.0 ### Worst rated features: Referral Tracking 3.5 Territory Management 3.7 Email Marketing 4.0 Internal Chat Integration 4.0 [See all features](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#key-features) ### Basic $40.00/month Monthly ### Annual Subscription $360.00/year Save $120 year by selecting an annual pricing plan. [See full pricing details](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#pricing-and-plans) --- ### Product: HelpCrunch [HelpCrunch](https://www.softwareadvice.com/crm/helpcrunch-profile/) 4.78 [(195)](https://www.softwareadvice.com/crm/helpcrunch-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: $15.00/month Free trial: Available Free demo: Available Free version: Not available Software Advice Summary HelpCrunch is a customer communication platform built for web and mobile businesses, including SaaS companies, e-commerce stores, and digital agencies of all sizes. The software is cloud-based, so no installation is required. Core features include live chat, email marketing, a shared inbox, a knowledge base, and automated messaging. Live chat lets support teams respond to visitors in real time, while automated messages can be triggered based on user behavior to guide customers through onboarding or re-engage inactive users. The shared inbox consolidates conversations from chat, email, and social channels into one place, reducing the chance of missed messages. HelpCrunch also includes a built-in knowledge base tool, allowing teams to publish self-service help articles and reduce repetitive support requests. Support for HelpCrunch users is available via email, live chat, and an online knowledge base with documentation and guides.... [Read more](https://www.softwareadvice.com/crm/helpcrunch-profile/) ### Best rated features: Real-Time Monitoring 5.0 Surveys & Feedback 5.0 Customer Database 5.0 Catalog Management 5.0 ### Worst rated features: Canned Responses 3.0 Third-Party Integrations 3.0 Call Center Management 4.0 Social Media Integration 4.0 [See all features](https://www.softwareadvice.com/crm/helpcrunch-profile/#key-features) ### Basic $15.00/month Total pricing depends on the number of team members and emails. ### Pro $25.00/month Total pricing depends on the number of team members and emails. ### Enterprise Custom Pricing available upon request Contact for pricing details [See full pricing details](https://www.softwareadvice.com/crm/helpcrunch-profile/#pricing-and-plans) --- ### Product: Universal Knowledge [Universal Knowledge](https://www.softwareadvice.com/help-desk/universalknowledge-profile/) 4.62 [(13)](https://www.softwareadvice.com/help-desk/universalknowledge-profile/) ### Pricing availability Starting price: £10.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Universal Knowledge is a knowledge management solution designed by Knowledge Powered Solutions to increase the efficiency of agents and reduce operational costs. The modules offered include call center, customer service, web self-service, help desk and knowledge management. It provides a multi-deployment option and can be hosted either on cloud or on-premise. As part of the knowledge management platform, companies can integrate the system with existing knowledge sources, eliminates the need to duplicate or relocate information. It uses a natural language search, so users can ask questions instead of using keywords. The web self-service module integrates directly with a company website and offers features like automatic FAQ lists, automated query escalation and posting of trending topics. It helps companies reduce operational costs by diverting a large volume of unnecessary customer calls to IVR (interactive voice response). It provides APIs to integrate with CRM, ITSM and Helpdesk applications. Support is offered by email and phone.... [Read more](https://www.softwareadvice.com/help-desk/universalknowledge-profile/) ### Best rated features: Document Storage 5.0 Full Text Search 5.0 Text Editing 5.0 Catalog Management 4.5 ### Worst rated features: Discussions/Forums 1.0 Collaboration Tools 3.0 Customizable Reports 4.0 Knowledge Base Management 4.0 [See all features](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#key-features) ### Basic £10.00/month What’s included? Everything! This makes it simpler and more cost effective for KPSOL customers. Of course, you can control what content a user can see and which functions they can perform using our highly configurable security model.... [Read more](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#pricing-and-plans) ### SaaS Named User Pricing £10.00/year Has full user rights (rights controlled by the customer) and will always be granted access to the system. 1-20 users - £ 25 per month 21-50 users - £20 per month 51-100 users - £15 per month 101-500 users - £12.50 per month 500 + users- £10 per month... [Read more](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#pricing-and-plans) --- ### Product: NetSuite [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) 4.24 [(2081)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) Best for:Features ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) ### What users love - Deep system tailoring options - Comprehensive and scalable functionality - Centralized financial operations platform ### To take in mind - Steep learning curve and complexity - Complex and rigid reporting tools - Slow and inconsistent support experience ### Best rated features: "What If" Scenarios 5.0 Aging Tracking 5.0 Vendor Master Data Management 5.0 Import/Export Management 5.0 [See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features) --- ### Product: Dynamics 365 [Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/) 4.37 [(5863)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/) Best for:On the rise ### Pricing availability Starting price: $50.00/month Free trial: Available Free demo: Available Free version: Not available Software Advice Summary Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word. The Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers. Microsoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.... [Read more](https://www.softwareadvice.com/product/106335-Dynamics-365/) ### What users love - User-friendly and intuitive interface - Deep Microsoft ecosystem integration - Centralized workforce and operations control ### To take in mind - Expensive licensing and add-ons - Limited and complex customization options - Steep learning and onboarding process ### Best rated features: Financial Analysis 5.0 Trend Analysis 5.0 Commission Management 5.0 Monitoring 5.0 ### Worst rated features: Lead Scoring 3.5 Sales Trend Analysis 3.8 Prospecting Tools 3.9 API 3.9 [See all features](https://www.softwareadvice.com/product/106335-Dynamics-365/#key-features) ### Professional $50.00/month ### Enterprise $105.00/month ### Premium $195.00/month [See full pricing details](https://www.softwareadvice.com/product/106335-Dynamics-365/#pricing-and-plans) --- ### Product: Less Annoying CRM [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) 4.80 [(659)](https://www.softwareadvice.com/crm/less-annoying-crm-profile/reviews/) Best for:Value for money ### Pricing availability Starting price: $15.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you \*won’t\* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. Start your no-hassle, 30-day free trial today -- no credit card needed.... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) ### Best rated features: Activity Tracking 5.0 For Mac Devices 5.0 For Real Estate 5.0 Commission Management 5.0 ### Worst rated features: Prospecting Tools 3.5 Data Security 4.0 [See all features](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#key-features) ### Core $15.00/month Get all our features at our single price tier. No more having to choose between complicated pricing models!... [Read more](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/less-annoying-crm-profile/#pricing-and-plans) --- ### Product: Bigin by Zoho CRM [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.71 [(745)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Best for:Ease of use ### Pricing availability Starting price: $0.00 Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Bigin is an AI-powered, pipeline-centric CRM built and priced for small businesses. It brings leads, deals, and every customer conversation: email, calls, and WhatsApp into one workspace, with meaningful AI built in. Over 50,000+ businesses across 150+ countries run on Bigin. Create team pipelines for every business operation: sales, onboarding, delivery, and support, and use connected pipelines to automate handoffs between them. Built-in telephony, email, customizable dashboards, and workflow automation keep everything moving. Zia, Bigin's built-in AI, drafts and summarizes emails, summarizes records and WhatsApp threads, and runs Zia Agents that handle replies, spot cross-sell opportunities, and analyze lost deals. MCP support connects AI tools like Claude to your data. Bigin offers four editions - Free, Express, Premier, and Bigin 360, with paid plans from $7/user/month. 25+ ready-made CRM templates available and setup takes 30 minutes. Apps for iOS, iPadOS, Android, and macOS.... [Read more](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) ### What users love - Straightforward setup and operation - Intuitive and clean dashboard design - Affordable CRM for small teams ### To take in mind - Limited third-party integration options ### Best rated features: For Mac Devices 5.0 Onboarding 5.0 Drag & Drop 5.0 Rules-Based Workflow 5.0 ### Worst rated features: Email Templates 3.0 Activity Tracking 3.0 [See all features](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/#key-features) ### Free Edition $0.00 ### Express $7.00/year $7/user/month when billed annually. You get everything in Free edition, plus: ### Premier $12.00/year $12 per user per month when billed annually. You get everything in Express edition, plus: [See full pricing details](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/#pricing-and-plans) --- ### Product: Brevo [Brevo](https://www.softwareadvice.com/scheduling/brevo-profile/) 4.62 [(3525)](https://www.softwareadvice.com/scheduling/brevo-profile/reviews/) Best for:Customer support ### Pricing availability Starting price: $9.00/month Free trial: Not available Free demo: Not available Free version: Available Software Advice Summary Brevo Marketing Platform is an all-in-one marketing solution serving individuals, small businesses, and large enterprises across a wide range of industries. The software is deployed via the cloud, making it accessible from any web browser without installation. Brevo Marketing Platform includes email marketing, SMS campaigns, marketing automation, CRM, live chat, and landing page tools. Email and SMS tools let businesses reach customers directly, while automation features handle repetitive tasks like follow-ups and contact segmentation. The built-in CRM helps teams track customer relationships in one place, and live chat tools support real-time website visitor engagement. Landing page builders allow businesses to create targeted campaign pages without coding. Small businesses benefit from the free plan and straightforward setup, while larger organizations can scale with advanced automation and transactional messaging features. Support is available through email, phone, live chat, and a self-service knowledge base.... [Read more](https://www.softwareadvice.com/scheduling/brevo-profile/) ### What users love - Reliable transactional email delivery - User-friendly setup and navigation - Responsive and helpful assistance ### To take in mind - Limited customization and flexibility - Cumbersome contact organization tools - Strict and confusing account controls ### Best rated features: Collaboration Tools 5.0 Multi-Channel Communication 5.0 Meeting Management 5.0 Message Personalization 5.0 ### Worst rated features: Unsubscribe Database 2.0 Availability Management 3.8 Customizable Reports 3.8 [See all features](https://www.softwareadvice.com/scheduling/brevo-profile/#key-features) --- ### Product: Flowlu [Flowlu](https://www.softwareadvice.com/project-management/flowlu-profile/) 4.81 [(387)](https://www.softwareadvice.com/project-management/flowlu-profile/reviews/) Best for:Features ### Pricing availability Starting price: $0.00/year Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whether you're managing projects, tracking sales, or handling finances, Flowlu brings everything together in a single, intuitive platform. Powerful CRM & Sales Automation Flowlu simplifies lead management, contact tracking, and sales pipeline visualization. Easily organize prospects, log interactions, and automate follow-ups to close deals faster. With color-coded sales funnels and real-time reporting, businesses gain clear insights into every stage of the sales process. Seamless Project & Task Management Keep projects on track with Kanban boards, Gantt charts, and task lists. Assign tasks, set deadlines, track time, and collaborate effortlessly. Custom workflows and automation help eliminate manual work, ensuring teams stay focused and productive. Integrated Invoicing & Financial Tools Flowlu’s built-in financial tools make it easy to send invoices, track payments, and manage expenses. Generate professional invoices using client data, automate recurring billing, and accept payments through PayPal, Stripe, Skrill, and more. Collaboration & Knowledge Sharing Enhance teamwork with built-in chat, shared workspaces, and file storage. Keep important documents, meeting notes, and project updates organized in a centralized knowledge base for both internal teams and external customer support. Customization & Integrations Flowlu adapts to your unique business needs with custom fields, lists, and dashboards. Integrate seamlessly with Google Drive, Zendesk, and other essential tools to streamline workflows and improve efficiency. Mobile Access & Support Stay connected with Flowlu’s mobile apps for Android and iOS, ensuring you can manage work on the go. Support is available via email, knowledge base, and community forums, providing the assistance you need whenever you need it. From sales to project execution, Flowlu helps businesses streamline operations, automate workflows, and improve team collaboration—all in one powerful platform.... [Read more](https://www.softwareadvice.com/project-management/flowlu-profile/) ### Best rated features: Time Tracking 5.0 Decision Support 5.0 Segmentation 5.0 Customizable Invoices 5.0 [See all features](https://www.softwareadvice.com/project-management/flowlu-profile/#key-features) ### Free $0.00/year This is a forever free plan with up to 2 users and 100 MB of storage space. ### Essential $9.00/month For growing teams: move beyond basic task tracking to manage client work confidently. ### Advanced $17.00/month For mid-sized companies: handle complex projects and finances with more control. [See full pricing details](https://www.softwareadvice.com/project-management/flowlu-profile/#pricing-and-plans) --- ### Product: LiveAgent [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/) 4.67 [(1789)](https://www.softwareadvice.com/crm/liveagent-profile/reviews/) Best for:Live Chat ### Pricing availability Starting price: $15.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary LiveAgent is an all-in-one customer service platform serving startups, small businesses, and enterprises across e-commerce, SaaS, and other industries. The software is cloud-based, so teams can access it from any browser without installing anything locally. Core features include a universal inbox that consolidates emails, live chat, phone calls, and social media messages into one place, a built-in call center, ticket management, and automation rules that route and prioritize incoming requests. Teams can also create a self-service knowledge base so customers can find answers on their own. LiveAgent helps businesses track response times and agent performance through detailed reports, making it easier to spot gaps and manage workloads. Support for users is available via email, phone, live chat, and an online knowledge base. Small and mid-sized businesses in particular can benefit from the platform's multi-channel setup, which keeps all customer conversations organized without requiring separate tools for each channel.... [Read more](https://www.softwareadvice.com/crm/liveagent-profile/) ### What users love - Unified and efficient support - Real-time chat and integration - Intuitive and user-friendly design ### To take in mind - Cumbersome email handling experience - Outdated and cluttered interface design - Limited mobile functionality and usability ### Best rated features: Email Templates 5.0 Data Security 5.0 Real-Time Monitoring 5.0 Single Sign On 4.9 ### Worst rated features: Conversation Intelligence 2.5 Predictive Analytics 3.3 Language Detection 3.8 Mobile App 3.8 [See all features](https://www.softwareadvice.com/crm/liveagent-profile/#key-features) ### Small $15.00/month $15 agent/month (billed annually) — $19 agent/month (billed monthly) ### Medium $29.00/month $29 agent/month (billed annually) — $35 agent/month (billed monthly) ### Large $49.00/month $49 agent/month (billed annually) — $59 agent/month (billed monthly) [See full pricing details](https://www.softwareadvice.com/crm/liveagent-profile/#pricing-and-plans) --- ### Product: Google Contacts [Google Contacts](https://www.softwareadvice.com/crm/google-contacts-profile/) 4.71 [(709)](https://www.softwareadvice.com/crm/google-contacts-profile/reviews/) Best for:Contact Database ### Pricing availability Starting price: Price not available Free trial: Available Free demo: Not available Free version: Available Software Advice Summary Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory profile and categorize them using labels. Google Contacts offers integration with Gmail, which helps businesses send emails to specific individuals or multiple groups. The solution enables users to manually merge duplicate contacts, star important profiles and delete or restore phone numbers as per individual requirements. Additionally, managers can utilize the search functionality to retrieve specific information from the directory. Google Contacts enables organizations to print profiles and export contacts in vCard or CSV format. The product is available for free and support is extended via documentation.... [Read more](https://www.softwareadvice.com/crm/google-contacts-profile/) ### Best rated features: Contact Database 4.7 Search/Filter 4.7 Shared Contacts 4.6 Data Import/Export 4.6 ### Worst rated features: For iPad Devices 4.0 [See all features](https://www.softwareadvice.com/crm/google-contacts-profile/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/crm/google-contacts-profile/#pricing-and-plans) --- ### Product: HoneyBook [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) 4.73 [(693)](https://www.softwareadvice.com/crm/honeybook-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: $36.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such as event service providers, marketing specialists, designers, creative professionals, consultants, coaches, personal service providers, and real estate professionals. The platform supports businesses in maintaining client relationships and organizing operational workflows. The system includes tools for tracking client interactions, creating proposals and contracts, processing invoices and payments, capturing leads through customizable forms, and managing projects. Its AI features assist with tasks such as generating email drafts, creating project summaries, analyzing business trends, and taking meeting notes. Additional features include a client portal, scheduling tools, and automation options. HoneyBook offers mobile access through iOS and Android apps, enabling professionals to manage operations remotely. It centralizes business processes and client communications to simplify workflows.... [Read more](https://www.softwareadvice.com/crm/honeybook-profile/) ### What users love - Centralized client organization tools - User-friendly and intuitive interface - Streamlined invoicing and contracts ### To take in mind - Email deliverability and workflow issues - Slow and costly payment handling - Expensive for small businesses ### Best rated features: Content Library 5.0 Dashboard 5.0 Task Editing 5.0 Room Booking 5.0 ### Worst rated features: Status Tracking 3.0 Business Process Automation 3.0 Employee Scheduling 3.0 Customizable Forms 3.0 [See all features](https://www.softwareadvice.com/crm/honeybook-profile/#key-features) ### Starter $36.00/month ### Essentials $59.00/month ### Premium $129.00/month [See full pricing details](https://www.softwareadvice.com/crm/honeybook-profile/#pricing-and-plans) --- ### Product: The Mortgage Office [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) 4.81 [(289)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: Price not available Free trial: Not available Free demo: Not available Free version: Not available Software Advice Summary The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is available both in cloud-based and on-premise deployment options and caters to hard-money lenders, loan servicers, note servicers, cities, municipalities, banks, credit unions and private lenders. The Mortgage Office features loan tracking, which allows users to track loan charges, interests and advances. Users can also assign multiple funding sources for loans and send automated emails for borrower bills and statements. The Mortgage Office features adjustable rate mortgage (ARM) tools, complies with the Real Estate Settlement Procedures Act (RESPA) and offers QuickBooks integration. This integration allows users to automatically export data and prepare accounting reports such as accounts payable, accounts receivable and bank reconciliation.... [Read more](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) ### Best rated features: Loan Management 5.0 Electronic Applications 5.0 For Borrowers 5.0 Activity Dashboard 5.0 ### Worst rated features: Business Loans 1.0 CRM 1.0 Customizable Reports 1.0 [See all features](https://www.softwareadvice.com/crm/the-mortgage-office-profile/#key-features) --- ### Product: Yonyx [Yonyx](https://www.softwareadvice.com/crm/yonyx-profile/) 4.75 [(259)](https://www.softwareadvice.com/crm/yonyx-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Starting price: $25.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage interactive guides for technical support, telemarketing, lead qualification, compliance and other processes. The platform includes decision trees, which enable organizations to design and visualize customer interactions using multimedia flowcharts. Yonyx enables authors to design custom guides for agents using images, hyperlinks, videos, data sorting, and other attributes to streamline customer service operations. It offers various features such as automated guide authoring, user defined commands embedded in guidance steps, analytics, integration with CRM systems and more. Additionally, administrators can invite users, provide role-based permissions, and update tags to facilitate search functionality. Yonyx lets managers gain insights into account usage, incidents, author/user activities, compliance and other metrics via reports and analytics. It supports integration with various third-party applications using REST and JavaScript APIs. Pricing includes monthly subscriptions and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/crm/yonyx-profile/) ### Best rated features: Web-based Deployment 5.0 Help Desk Management 5.0 Decision Support 5.0 WYSIWYG Editor 5.0 [See all features](https://www.softwareadvice.com/crm/yonyx-profile/#key-features) ### Professional $25.00/month This plan provides all features of Yonyx platform for stand alone use. Integrations, SSO or API access require upgrade to Enterprise Plan.... [Read more](https://www.softwareadvice.com/crm/yonyx-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/yonyx-profile/#pricing-and-plans) --- ### Product: VipeCloud [VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/) 4.86 [(163)](https://www.softwareadvice.com/crm/vipecloud-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: $15.00/month Free trial: Available Free demo: Available Free version: Not available Software Advice Summary 98% of customers rate VipeCloud's Value For Money at 4 stars and above! VipeCloud is the Sales CRM with Marketing Suite that builds rapport with you. Our All-In-One solution includes CRM, Email Marketing, Social Posting, Texting, Video Email, Integrations, and More. With VipeCloud's single solution + rapport building, your business will increase efficiency and accelerate growth. It's no surprise 99% of customers rate our support at 4+ stars. Empower your sales team to prioritize the hottest leads with pipeline management, workflow automation, lead scoring, estimates, QuickBooks integration, and more. Our industry-leading support team has your back every step of the way. Designed for small and midsize businesses across various industries, VipeCloud is a cloud-based sales and marketing customer relationship management (CRM) solution that allows businesses to push marketing and sales budget farther. With email marketing, marketing automation, and a sales CRM, VipeCloud's easy to use app will rapidly accelerate team growth and streamline sales processes. Key features include task management, lead scoring, email marketing, document storage, social media integrations and mobile access. VipeCloud’s marketing suite helps sales team prioritize the hottest leads with workflow automation and lead scoring. Users send and keep track of emails, define and automate the cadence of outreach campaigns, manage and segment contact lists, and connect email marketing to websites visitor activity. The sales suite lets users send personalized video messages to leads, scan business cards, and automate contact detail entry. Additionally, VipeCloud features a performance stack module that lets users add and update contacts, manage the quantity and type of team activities, create alerts based on user actions and add tags to contacts, companies, and opportunities.... [Read more](https://www.softwareadvice.com/crm/vipecloud-profile/) ### Best rated features: Customizable Reports 5.0 CRM Integration 5.0 Web-based Deployment 5.0 Territory Management 5.0 ### Worst rated features: Quotes/Estimates 2.5 Engagement Tracking 4.0 [See all features](https://www.softwareadvice.com/crm/vipecloud-profile/#key-features) ### Community $15.00/month This plan offers a free trial and allows up to 1 user. ### Plus $25.00/month This plan offers a free trial and allows up to 1 user. ### Pro $50.00/month This plan offers a free trial. [See full pricing details](https://www.softwareadvice.com/crm/vipecloud-profile/#pricing-and-plans) --- ### Product: noCRM [noCRM](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) 4.65 [(494)](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/reviews/) Best for:Small businesses ### Pricing availability Starting price: $13.00/month Free trial: Available Free demo: Not available Free version: Not available Software Advice Summary Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals. Built for people who actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster. Why salespeople love noCRM: ⚡ Action-driven: stay focus on what matters the most: turning leads into deals. 👥 Flexible: built for solo sellers, scaling teams, or outbound telesales crews. 🚀 Easy: quick to set up, simple to adopt, and ready to grow with you.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) ### Best rated features: Calendar Management 5.0 Sales Activity Management 5.0 Document Storage 5.0 Reporting & Statistics 5.0 ### Worst rated features: Collaboration Tools 1.0 Call Logging 3.0 Alerts/Notifications 4.0 [See all features](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#key-features) ### Starter $13.00/month Shift your attention to what truly drives revenue: converting prospects into customers. ### Expert $26.00/month Organize your sales flow, streamline follow-ups, integrate your favorite tools, and boost your business momentum.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans) ### Dream $39.00/month Unlock complete oversight, premium capabilities, and the flexibility you need to expand and elevate your sales operations.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans) --- 1 [2](https://www.softwareadvice.com/crm/consulting-comparison/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/crm/consulting-comparison/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/crm/consulting-comparison/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/crm/consulting-comparison/?__ai_markdown=true&page=5) ... [12](https://www.softwareadvice.com/crm/consulting-comparison/?__ai_markdown=true&page=12) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ Bigin by Zoho CRM vs Zoho CRM ](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/zoho-crm/)[ NetSuite vs Dynamics 365 ](https://www.softwareadvice.com/compare/25483-netsuite-financials-accounting-software/vs/106335-Dynamics-365/)[ ActiveCampaign vs Brevo ](https://www.softwareadvice.com/crm/activecampaign-profile/vs/brevo/)[ eWay-CRM vs Pipedrive ](https://www.softwareadvice.com/crm/eway-profile/vs/pipedrive/)[ LiveAgent vs Zoho Desk ](https://www.softwareadvice.com/crm/liveagent-profile/vs/zoho-desk/)[ EngageBay CRM vs Keap ](https://www.softwareadvice.com/crm/engagebay-profile/vs/infusionsoft-crm/)[ Odoo vs Bitrix24 ](https://www.softwareadvice.com/nonprofit/bitrix24-profile/vs/odoo/) ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. As a consultant working with high-value clients, you don't want to get their names and numbers wrong, miss meetings, delay responses to their emails, nor forget action items discussed in meetings. But these tasks aren't easy to manage on one's own. You need consulting CRM software to do all these and more, so that your clients stay happy. However, finding the right solution for your consulting needs isn't really easy. Most vendors don't market themselves as consulting CRM solutions providers but as [business-to-business (B2B) CRM solutions](https://www.softwareadvice.com/crm/) providers. Therefore, you could explore these B2B solutions and find one that allows you to do the following consulting CRM tasks: - Organize all incoming and outgoing interactions with each client in one place. - Schedule and manage meetings, calls, and other tasks on a calendar. - Create “deals" or notes that detail the key points discussed with each client. A solution that offers features to accomplish these tasks could serve the functions of consulting CRM software. We created this guide to help you find such a solution. Here's what we've covered: - [What is consulting CRM software?](#WhatisconsultingCRMsoftware) - [Common features of consulting CRM software](#CommonfeaturesofconsultingCRMsoftware) - [What type of buyer are you?](#Whattypeofbuyerareyou) - [Benefits of consulting CRM software](#BenefitsofconsultingCRMsoftware) - [Key considerations when buying consulting CRM software](#KeyconsiderationswhenbuyingconsultingCRMsoftware) ## What is consulting CRM software? Consulting CRM software is a tool for managing interactions with existing and potential clients as well as identifying leads. It's used by employees who directly interact with clients and customers, and work in teams such as client servicing, sales, or marketing. The software streamlines communication and speeds-up the teams' responses to clients. _Pipeline view in PipeDrive (_[Source](https://www.getapp.com/customer-management-software/a/pipedrive-crm/)_)_ CRM solutions for consulting businesses broadly fall into three categories—basic, mid-range, and advanced. - Basic solutions focus on streamlining incoming and outgoing interactions. - Mid-range solutions offer features to manage project-related information. - Advanced solutions automate sales and marketing processes, and provide a detailed overview of your consulting business. ## Common features of consulting CRM software

Contact management

Record, update, and manage the information of each contact such as names, addresses, and social media accounts.

Interaction tracking

Autotrack and document all the written interactions (emails and messages) for each contact; record calls and add your notes to these call records.

Account management

Link multiple contacts to one account (or organization). Get a 360-degree view of each account, including their recent activity, background, pipeline, as well as ongoing and upcoming activities.

Lead management

Capture and manage leads from multiple sources, including the website, mobile app, application forms, or integrated third-party platforms. The feature also lets you manually enter a lead's information.

Tasks and calendar

Create tasks for appointments, meetings, phone calls, submission deadlines, deals, proposals, etc. The inbuilt calendar helps you manage scheduling for these tasks.

Pipeline management

Track and manage opportunities through different stages of the sales pipeline. Also, get a visual overview of the pipeline.

Reporting

Generate detailed reports regarding the team's activity, productivity, and sales performance. Also, track clients on predetermined metrics.

Integration

Add third-party applications directly or via an API.

Prioritization

Prioritize tasks and clients based on predetermined parameters such as project value or past relationships.

## What type of buyer are you? Your specific business requirements should dictate the type of consulting CRM software you choose. Solutions that large consulting firms use, or even the popular solutions, may not be the right fit for your organization. After researching about the software types and talking to hundreds of software buyers, we've determined that buyers fall into different categories based on their needs. Specifically, consulting CRM software buyers fall into the following three categories: - **Independent consultants.** These buyers may have to work from different locations such as client sites, co-working spaces, or home offices. Their information could be stored in multiple locations, such as the client's servers. In addition, they need to execute extraneous tasks such as preparing and sending invoices and proposals. Therefore, [cloud-based CRM software](https://www.softwareadvice.com/crm/online-crm-comparison/) suits independent consultants. It doesn't require an extensive set-up and has a monthly subscription fee. Buyers can also explore CRM solutions that allow them to do things, such as [invoicing](https://www.bitrix24.com/uses/free-crm-with-invoicing.php) and [making proposals](https://www.agilecrm.com/edocs-and-proposals), so that they can quickly and efficiently execute these additional tasks. - **Small businesses with few in-house consultants.** [Our research](https://www.softwareadvice.com/resources/crm-trends-2019/) found that 11% of all prospective CRM buyers are small consulting businesses. In small firms, employees directly deal with clients while working on projects. Usually, they have a small IT budget and no dedicated, in-house IT support to manage technical requirements. Such buyers should explore cloud-based [CRM solutions for small businesses](#CRMsolutionsforsmallbusinesses) that offer mobile accessibility and functionalities such as invoicing, deals, and proposals. The software will be maintained and managed by the vendor for a fee. This takes away the headache of having to hire IT staff to maintain the tool. - **Large consulting firm with a dedicated IT team.** These buyers will need detailed customer databases, task management, and integration with third-party applications. The solution should streamline the client's journey from one team to another, and provide the flexibility of customizing the functionalities. These buyers should check out vendors who offer both cloud-based and on-premise deployment. With a dedicated IT team maintaining the CRM, there will be greater flexibility to scale-up and customize the tool. As most cloud-based solutions charge per user, an on-premise solution may be more profitable in the long run. ## Benefits of consulting CRM software Consulting CRM software helps businesses organize information about existing and prospective clients, track follow-up activities, and streamline client communication. Here are the details of some of these key benefits: - **Manage client communication:** The tool maps each client's communication to their profile. It highlights action items and tasks so that you can address every client's query on time. If you communicate with multiple people in an organization, you can map them all to the same client account. This centralizes visibility into ongoing communication. - **Get a full view of your pipeline:** The software organizes client information in a timeline or pipeline format to provide a bird's eye view of all ongoing interactions. This makes it easier to see each client's status, the soon-to-be-closed deals, and projects that are next in line to be picked. - **Fine-tune marketing and sales campaigns:** Consulting CRM software helps you initiate and develop a relationship with prospective clients. Use it to run marketing and sales campaigns, assess campaign effectiveness, and tweak each campaign as required. - **Automate recurring activities:** You can automate recurring tasks such as updating the status of each client account, sending reminder emails, or adding leads to the system. This saves time on routine activities and gets things done faster. - **Gain detailed insights into your business:** Get detailed reports on your team's and the client's activities to find out the high-value clients, average time taken to close a new lead, or bottlenecks in your sales pipeline. Some solutions also score the leads and apply predictive analytics in ongoing discussions to identify the top trends and sentiments. _Dashboard view in_ [Bullhorn CRM](https://software-advice.imgix.net/managed/products/screenshots/screenshot_96055.png?auto=format&w=600&h=450) ## Key considerations when buying consulting CRM software With so many vendors and pricing plans in the market, choosing a solution for your consulting business could be overwhelming. Keep the following considerations in mind when purchasing software: - **Focus on user experience and interface:** A [top pain point of small businesses](https://www.softwareadvice.com/resources/crm-trends-2019/) is that the CRM software is often “clunky" or “hard to use", with users taking a long time to figure it out. This results in an unpleasant user experience, as they're unable to fully utilize the software. To avoid this, focus on the solution's user experience and interface. Opt for trials and demos to get a feel of using the tool. - **Examine the “free" software thoroughly:** A free CRM solution can be tempting but there could be a catch. Free tools offer limited features, which means you will eventually have to pay—such as for customer support and issue resolution. Thoroughly explore each solution and figure out the costs of paid features you require now, or in the future. - **Check for mobile capability:** Mobile capability is integral in consulting CRM software as it provides employees flexibility of working from the client locations as well. Though most CRM solutions offer mobile capabilities, check for it in the solutions you shortlist. - **Focus on core features:** Some CRM solutions have extensive functionalities, such as channel management, help desk automation, call center automation, field service management, and marketing automation, which you may not need. Make a list of the features you need and then choose a suitable solution or pricing plan. Get the [essential features](https://blog.capterra.com/12-crm-features-and-why-you-need-them/) such as document storage, custom reports, and proposal management. - **Evaluate cloud and on-premise options:** [Gartner](https://www.gartner.com/smarterwithgartner/cloud-to-represent-75-of-total-spend-on-crm-in-2019/) predicts that cloud will represent 75% of the total spend on CRM in 2019. However, don't choose a cloud-based solution just because it's popular. The deployment option determines where your data is stored, the data security measures, and maintenance required. Therefore, thoroughly evaluate both cloud-based and on-premise deployment before making a choice.