Alternatives to Boolment CRM Software
Compare Boolment CRM Software alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Boolment CRM Software in 2026. Compare features, ratings, user reviews, pricing, and more from Boolment CRM Software competitors and alternatives in order to make an informed decision for your business.
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Fiscal Flow
Fiscal Flow
Fiscal Flow is an automated marketing platform built specifically to help accountants and CPA firms generate consistent, qualified leads. It replaces unpredictable growth tactics with structured systems that make firm growth visible and predictable. The platform uses automated SEO, AI-powered lead engagement, and CRM tracking to attract and convert prospects without relying on paid ads. Fiscal Flow instantly follows up on missed calls via AI text messaging, ensuring no enquiry is lost. It also reactivates old prospect lists, often turning dormant leads into high-value clients. Built-in calendar booking and pipeline visibility eliminate manual scheduling and spreadsheet tracking. With everything running in the background, Fiscal Flow allows accountants to focus on client work while growth happens automatically.Starting Price: $197/month -
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Obsidian Suite
Obsidian Suite
From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite. Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking. Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. -
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InvestorFlow
InvestorFlow
Smart experiences, workflows and content designed to scale distribution and to simplify the investor services functions of global asset managers, private equity firms, real estate groups, hedge funds, credit, and funds of funds. Manage your contacts, investors, prospects, commitments and deals in a CRM specifically designed for your world. Branded, institutionally wrapped communications for private placements. The perfect portal to get you started and at the perfect price. Ideal for firms that do not have a portal, need something that they can quickly get off the ground and makes them look world class in front of investors. Includes all the workflows and tools to report and communicate. It takes the Essentials Portal to the next level by adding CRM and performance dashboards. Handy for firms who want to get off Excel or other inefficient tools for contact and investor relationship management and become more professional in how they manage their firm and report. -
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LexisNexis InterAction
LexisNexis
An innovative CRM solution for law firms that helps you turn relationship insights into real results. Leverage your firm’s valuable relationship intelligence and uncover new revenue opportunities. InterAction Business Edge provides dashboards and reporting for firm-wide insights into key targets and opportunities. InterAction collects and aggregates your firm’s client and prospect data to form a more complete relationship picture. InterAction Mobility gives you complete access to the relationship details you rely on every day, anywhere. With our business development software for law firms, you’ll know how to optimize your firm’s efforts and better deploy your marketing and business development resources to gain a competitive advantage. Win more business from clients and prospects with InterAction Business Edge. -
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ActionClient
ActionClient
ActionClient, for SMEs and the self-employed, lets you concentrate on sales and prospecting. CRM for SMBs, small businesses, freelancers, and sales reps – simple, easy, and effective to boost your sales. The only customer relationship manager made by salespeople for salespeople. You’ll be interested in this tool if you’re a small business, SME, VSE, startup, or freelancer, and your priority is to develop your business. A company is only as good as its customers, so your priority is to serve them as well as possible so that they stay and to attract new customers. Representatives and agents in the following sectors: insurance agents, real estate brokers, financial advisors, financial planners, multi-card representatives, and brokers in all fields. Customer service agents who want to provide personalized service and develop a new customer base. -
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SalesRadar
IO Software
Are you losing sales because you’re not following up with prospects? You need to find more prospects and would love an easy system to find them. You need a structured approach to generating new business and want to get organized. You need a really simple system to hold all your prospects, leads, quotes and clients because your head can't cope anymore! You need a simple and easy to use system to bring order to your sales because you are naturally a bit disorganized. You wish there was something better than a spreadsheet to manage your leads and sales. You need a quick and easy way to import contact details and leads You want a really easy way to input their information.so you can actually use it. -
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Manzama
Diligent
To grow and maintain relationships, advisory and law firms need to stay up to speed on developments within their clients’ industries. Sifting through market intelligence for actionable insights is a time-consuming challenge. But it doesn’t have to be. Maintain your knowledge and expertise with automated content discovery, analysis and evaluation. Provide current awareness, monitoring and alerting capabilities to all individuals and teams across the organization. Free up time to focus on delivering the best client experience possible. A well-informed law firm is better placed to drive new business and strengthen existing relationships. Keep tabs on any area of interest to your firm – from clients to prospects to competitors. Pre-built conceptualized search options make it easy for everyone to find exactly what they need. -
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CRM-Hub
CRM-Hub
Create as many sales pipeline dashboards as you need. Track your sales processes, business activities, and team recruitment sales funnels anytime and at all times. Every lead generated becomes a front and center opportunity on your dashboard. Once your leads are fed into the CRM-Hub dashboard, you can make as many stages as you want. Move them from stage to stage. Pinpoint their status in the sales cycle. Once a lead or prospect enters into CRM-HUB, it’s stored instantly and neatly with all the contact information you need for a seamless management of your new connection—from suspect to prospect to customer. Your prospects and clients can schedule meetings and calls right on your calendar dashboard, just like any external calendar subscription service you may have. Except on CRM-Hub, the data is all in one place. Your clients can reach you as easily as you can reach them.Starting Price: $99 per month -
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Foundersuite
Foundersuite
Use Investor CRM to manage your investor funnel. Collaboration is built in - work with mentors and advisors directly in your account. Enjoy instant pipeline visibility and fundraising efficiency. Search a proprietary database of 21,000 VC funds and 100,000 angels, family offices, fund-of-funds, PE firms and more. It's the fastest way to build a target investor list. Use Investor Updates to create engaging newsletters in 15 minutes or less. Stay top-of-mind with current (and prospective) investors. Track views and duration - a strong signal of interest. Browse the ultimate collection of 80+ startup docs, including term sheets, cap tables, pitch decks, financial models, NDAs, and more.Starting Price: $44 per month -
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FiscalNote
FiscalNote
FiscalNote is the premier information services company focused on global policy and market intelligence. By combining AI technology, expert analysis, and legislative, regulatory, and geopolitical data, FiscalNote is reinventing the way that organizations minimize risk and capitalize on opportunity. FiscalNote empowers more than 5,000 clients worldwide to monitor, manage, and act on the issues that matter most to them. -
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Breakcold
Breakcold
Interact with your B2B contacts via email, LinkedIn & Twitter to close deals & increase customer retention. Engage prospects without opening +1000 tabs a day thanks to a prospecting feed. Regroup prospects' LinkedIn and Twitter posts along with their company ones in one place, then like and comment on posts to build relationships. You can also use this to increase customer retention with existing clients. Once you've engaged with warm prospects on social media, shoot them a quick Twitter/Linkedin DM or an email to stay on top of their minds. Get inspired from prospects' posts and hyper-personalize your messages without doing groundwork prospect research. Breakcold is a social selling CRM but also a sales CRM with an easy-to-use sales pipeline management tool. Your prospecting feed will also adapt depending on where your prospects are in your sales pipeline. Create opportunities, manage deals or move leads in different lists right from LinkedIn.Starting Price: $29 per month -
12
inRetail
Intelometry, Inc.
Founded in 2003, Intelometry, Inc. is a Technology and Consulting Services Company that specializes in retail electricity and natural gas market operations. Intelometry clients consist of retail energy suppliers, large energy users and user groups, and consulting firms located across the continental U.S. Intelometry’s product lines and offerings fall into three primary categories including: • Retail energy transactional software developed and supported by Intelometry for use by retail energy suppliers, energy brokers, and large end users • Consulting services specializing in retail energy market operations, regulatory matters and new market entry • Production and distribution of retail energy data critical to market operations and analysis Key Intelometry staff have held senior management roles in prominent energy companies and consulting firms. This real world experience affords our team a high level of credibility and insight when working with our clients. -
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LegalUnite
LegalUnite
We work with national and international law firms across Europe. We also assist our clients and candidates in recruitment at different seniority levels and various specialized areas of law or sector of activities. We value our clients and candidates and we are best in establishing long term relationships. We believe in working in full transparency and as a team in order to obtain successful results. We have long-term clients who have followed us for over 10 years and with whom we are exclusive. We offer a due diligence service to companies and law firms when hiring a senior member of the team: For companies, this includes General Counsels, Company Secretaries, Group Compliance Officers and more, and for law firms; Partners and teams, Counsels and other senior members. Part of our due diligence service is to undertake a full search on the individual/ team in question in order to provide a complete report on the individual or team. -
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The team of kartECO has been specially organized and staffed since 2007, in order to provide high-quality services on environmental and energy consultancy towards the protection and management of urban and rural environment on a national and international level. Main target of our company is to infuse the above topics with sustainable development and well-being. To this aim, our team provides advanced engineering consulting services both to private and public sector, by continuously seeking efficient key solutions, de-signing innovative tools and implementing state-of-the-art environmental practices. The company is a multi-expertise engineering consulting firm, constantly engaged in a wide range of activities related to environmental protection and management, forest and land cadastral surveys, energy saving in building and industrial sector, renewable energy sources implementation, GIS and Remote Sensing utilization, IT tool design, etc.
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FinKoper
Alfa Solution spol. s.r.o.
FinKoper is a CRM for Accounting firms. Features: Communication: Conveniently communicate with clients - via Telegram, WhatsApp, or Email. All accountants leading this client can communicate with him in one window inside the service without using personal messengers. Tax calendar for each client: It's enough to set up a client once and the service will automatically make a schedule of tax reporting for him and build it into the working calendar of the accountant in charge. Chats and tasks: Employees can set and track tasks for themselves and their colleagues. Recurring tasks, checklists, tags, comments, and attached documents - all settings in one window. Time Management: Work Time Tracking allows you to control the most labor-intensive areas of work and plan both the number and qualifications of staff and the workload of employees. Analytics for the manager: Detailed reports and graphs on employee productivity, as well as work efficiency for each client and each task.Starting Price: €5/month -
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Oscar
OscarOnline
By having your customers and prospects in OscarOnline you open up a powerful set of abilities that make many tasks quicker and easier than before. It's UK small business CRM software at it's best! No more forgetting who said what to who and when, with OscarOnline you can easily keep track of your conversations and the emails you send to customers and prospects. With your customers and prospects in OscarOnline its quick and easy to quote, issue order confirmations and invoices. No more copying and pasting from Word & Excel! So you've got a nice list of prospect emails and permission to email them, well now you can send to them directly from OscarOnline. Believe it or not, all of the above are in our Starter Package! You can view our packages which include prices via the top menu. Depending on what kind of business you are in, you may be lucky enough to use some of the more niche features of OscarOnline too. -
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ProfitCents
ProfitCents
Help clients generate more cash. Financial analysis reports for better client relationships. This suite of reports allows you to choose the automated financial analysis report that's most effective for your current or prospective client and best for your consulting engagements. Use industry data reports to build value with prospective clients. Identify industries to target. Use easy-to-generate reports to grow consulting revenue. Visualize a business' financial performance over time, showing strengths and weaknesses. Benchmark businesses with the largest database of real-time, private-company financial data. ProfitCents aggregates financial statements from accounting firms, banks, and credit unions through a cooperative data model. Advisors use the narrative report with clients to provide them with a deeper understanding of their financial health. The narrative report turns financial statements into a plain language narrative text that accountants use to help their clients. -
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Softland CRM
Softland
Softland CRM (Customer Relationship Management) will allow the commercial areas of companies to streamline the processes of prospecting, monitoring and closing sales with an agile, simple and intuitive solution. 360° view of the client, visualization of interactions, sales processes, accounts receivable, contacts, documents and relevant information. Everything on the same platform. Design and manage key processes such as order taking, opportunity follow-up, contact prospecting, marketing campaigns, etc. Get more done in less time! Softland CRM easily connects with our ERP, so you can synchronize the list of customers, products, stock, orders, sales statistics, collection portfolio, among others. Real-time activity monitoring. You will know exactly how your team is performing compared to sales targets. Work your way. CRM accessible from a web browser anytime, anywhere. -
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Lexolution
stp.one
Lexolution helps your law firm to ensure long-term profitability. By empowering legal professionals to work more efficiently, effectively, and 100% digitally - all in one place. It is the perfect solution for corporate law firms, boutiques, and spin-offs of large law firms with individual compliance and control requirements. Unlock your firm's full revenue potential with precise billing, expanded client reach, and avenues for higher-value services, all while mitigating financial risk. Cut through inefficiencies by centralizing workflows, automating tedious tasks, and personalizing user experiences. Focus on what truly adds value to your practice. Revolutionize case management by accelerating processes, offering anticipatory services, enhancing client communications, generating stellar customer satisfaction, and building lasting relationships. Lexolution puts legal business success factors, such as process intelligence and ROI, first.Starting Price: Free -
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Evolved Metrics CRM
Evolved Metrics
The options available were overpriced and the features too complex for what the organization needed. To boot, an external consultant was usually required to install and implement the CRM for all the users, and even then it was cumbersome to use for most people. Flag important messages from prospective and current clients & use a powerful search tool to quickly track down past communications. Integrate your calendar to get a full picture of your upcoming schedule and sales interactions. See the data and information that matters most to do your job well. Reporting should be clarifying, not confusing. We make sales metrics meaningful, actionable, and idea-generating. With a glance, see where you left off with prospective and current clients & schedule a follow-up to make sure they are taken care of. When a new team member joins your team and takes over an account, quickly transfer all past communications and activities to them, making the transition simple and seamless.Starting Price: $25 per user per month -
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SPP.co
SPP.co
SPP.co is an all-in-one client-portal platform purpose-built for digital service and productized agencies, bringing billing, onboarding, projects, support, CRM, forms, portals, and payments into a single branded workspace. Agencies use their customizable order and intake forms to guide clients into buying services or subscriptions online, automatically create invoices or Stripe subscriptions, and assign projects/tasks based on rules and status. The system provides a white-label portal for clients, even allowing custom branding, domain, colors, and templates, where clients can review invoices, pay, see project status, and collaborate without leaving the portal. Behind the scenes, the admin side supports team inboxes, permissions, internal & external messaging, task assignment, order history, custom statuses, and role-based views so agencies can scale workflows of 2 up to 200 staff. Extensive integrations, APIs, and webhooks enable checkout flows, subscription billing and more.Starting Price: $99 per month -
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ProcureAvenue
Procure Avenue
ProcureAvenue platform helps to ease your procurement management processes so that you can achieve cost savings along with time-saving of your employees. It is robust e-procurement software that automates and optimizes the upstream and downstream processes. One single user-friendly platform which gives you a summary of all the relevant data that you need. Speed, Accuracy and Visibility is what the contractors need to finish the project on time and control the overall cost. We help in achieving this goal. Procurement function plays a vital role in controlling the end cost. ProcureAvenue is a perfect platform that gives a widespread understanding of a company’s purchases. Almost everything in the hospitality industry is procured from 3rd party vendors, ProcureAvenue helps the industry in controlling the cost & enhances the price negotiation power. ProcureAvenue ‘s next-generation software platform takes existing enterprise models and digitize the same to streamline the entire process. -
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IrisAPT
IrisLogic
IrisApt is a CRM software that is built out of our personal needs and 15 years of sales experience managing a small business. IrisApt is a simple and sales oriented cloud CRM for everyone. It is easy to kick-start because there is zero installation, just sign up your organization and it is ready to use. No complicated workflows or processes, everything around understanding deals and structuring them into visual buckets. IrisApt enable firms to provide timely, accurate processing of customer orders and requests and the ongoing management of customer accounts. IrisApt helps firms manage customer relationships more effectively across the stages of relationship initiation, maintenance, and termination. IrisApt is built on cutting edge technology following the best practices of CRM and to add to that it empowers its users to customize the entire application as they see fit, just a few clicks and voila! -
24
LegalUp
LegalUp
Efficient Document Creation. Seamlessly create customized legal documents based on your own content. A tool for Lawyers to develop accurate documents based on the firms patterns and knowledge. By using LegalUps service you are saving 80% of time, on average, to create a legal document. Give the customer a unique value on your website. Convey innovation by using LegalUp’s platform free of charge at the beginning of your “client journey”, and allow your real expertise to come into play in the more complex tasks. Are you required to collect data from your client in order to create a document for them? Instead of collecting the data, send them a digital questionnaire guiding them in all the factual data they must provide you. LegalUp’s software transforms your complex, repetitive legal documents into automated smart wizards that intelligently incorporate your firm’s knowledge and best practices.Starting Price: $299 per month -
25
MergeWare CRM
J&J Technology Consulting
Manage client information with a simple-to-use interface. Maintain client/vendor history, from phone calls/emails to any action performed. Track incoming or outgoing payments, as well as create invoices! Have reports available such as Aging in/out, Invoices, Client History, plus any customized report that you may need, all the while keeping it organized to each client. Additionally, an Insurance Module is available to track QuickQuotes by the client and be able to instantaneously reproduce them by linking to your existing or customized QuickQuote. As well, this can interface with existing TIFA applications or any other. -
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ClientLogix
UNAPEN
One solution that is built to handle the very distinct differences in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business. One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with a bi-directional interface to many portfolio accounting systems, plus flexible import from sponsor platforms. Heads-up CRM data and document library keeps you informed without leaving Outlook, quickly set up meetings, review/take meeting notes, view history and reminders and much more. User adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices. Insight into social interaction helps drive client relationships and referrals. -
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Bit.com
Bit.com
Buy, sell and trade your favorite cryptocurrencies on Bit.com with the best prices and liquidity. Get through the obstacles of spot, contract, and option any currency can be traded as a margin for any product in any currency. Compare to the regular margin model, PM model tends to reward hedgers by offering a greater capital efficiency to their well-maintained low-risk portfolios. Support spot, contract, options, and other trading products to meet the diversified trading needs of users. A revolutionary new platform launched by Bit.com where you can own a portion of any popular NFT your heart desires. It’s time to get pumped about a new type of NFT marketplace. All the power of Bit.com cryptocurrency exchange is in the palm of your hand. Bit.com is a full-suite cryptocurrency exchange powered by Matrixport, an integrated financial services firm headquartered in Singapore. -
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GRC Contact
GRC Contact
GRC Contact is an online CRM software dedicated to all VSEs and SMEs. Simplify your life with an "All in One" solution including CRM, quotes, invoicing, eMailing and personalized support. GRC Contact is a French company , specialized in BtoB with French servers and advisers. The company aims to be close to its customers, with “very responsive support” ( customer experience testimonial ). A single advisor customizes the software to suit the sector of activity and the needs of the clients. The GRC solution ensures security and confidentiality because it follows French legislation. The Cloud located in Paris saves all customer data which is secured by respecting confidentiality clauses and privacy. GRC Contact is the EASIEST commercial management software of CRM software. It is perfectly adapted to small and medium-sized companies, to help them in their various commercial actions.Starting Price: $28.72 per month -
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Contact & Sales Manager
Accura Software
Repository of outside organizations including customers, sales prospects, vendors, and other entities. Maintain individual contacts within each entity. Schedule and track all activities related to each contact. Management of all sales opportunities with current customers and prospects. Entity records which are organizations or companies with which some form of communications has been established. Entities can be existing customers, prospective customers, existing vendors, prospective vendors, or any organization with which communications need to be maintained. Track each sales opportunity to be able to analyze and efficiently report on the sales process for each salesperson and across the entire company. Maintain information on the source of the leads which are being pursued to determine the areas where marketing funds should be allocated. Track the current status of each opportunity such as expected close date. -
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MindPeer BD
Mind-Alliance Systems
Professional services firms struggle to provide teams with actionable intelligence about their client’s businesses and industries. Why? Because they can’t harness fragmented data sources and collective knowledge. MindPeer BD powers business development and revenue growth by combining the power of the highest-quality data sources available with insights born of collaboration between lawyers, BD managers and research analysts. Design custom company profile templates with the information needed to develop business and serve clients. Specify preferred sources, including external providers and internal software systems. Organize the information in sections about any topic of interest, such as the company’s leadership and business operations, the legal environment, and competing professional services firms. Avoid overloading and distracting busy fee-earners with emailed reports and alerts. Get partners, business development professionals, and analysts on the same page. -
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SalesUp! CRM
SalesUp!
SalesUp! is a CRM designed by commercial experts for the Spanish-speaking market. It is the sales management system that helps you increase the income of your company and the productivity of your salespeople. From the follow-up that your sales force gives to each of your prospects, you generate more business opportunities that become new sales for your company. The tools of the system facilitate the activities that impact the executive's work. Through the agenda, the configuration of the mail, templates and automatic communications, save time and that translates into effectiveness. Empower your management skills by standardizing the phases of your business process and make a positive and professional impression on your prospects and clients.Starting Price: $30.24 per user per month -
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Dedico Inventory
Dedico Network
Dedico is a privately owned software development company with operations in Switzerland. We want to offer software development, web development and related IT services to business establishments around the globe. Our software services and solutions are designed with an emphasis on secure, scalable, adaptable, expandable, and authentic business systems. Through our low price tag, high-quality and trustworthy software services, we aid our clients by giving them value for money and consequently customer fulfillment. Dedico is a company that works in a flexible atmosphere for software development progression, fine-tuning as per our client's necessities. Quality work is the only criterion for every assignment we undertake at Dedico. We are of the strong belief that authentic job always gets fresh clients. Dedico is a company that works in a flexible atmosphere for software development progression, fine-tuning as per our client's necessities. -
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AlibeeZ
AlibeeZ
Your environment changes frequently and developing your business becomes a necessity. In order to succeed, you need to be more reactive and get rid of the sources of inefficiency. Meanwhile, you must be able to count on reliable, easily and real-time accessible data, in order to obtain a better monitoring of your activity. AlibeeZ offers an intuitive approach and simple tools for consultants, managers, as well as for administrative and executive teams. Our expertise enables us to assist you day-to-day. Our clients are not only consulting and IT companies, but also engineering, audit, or actuarial companies. -
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Evinent Analytics
Evinent
Evinent Offers Professional Software Development for Your Business. We are an ever-growing team of highly qualified software engineers with a focus on delivering customized software development and ongoing technical support to our clients. By utilizing our balanced blend of new methodologies and technologies, you will be able to streamline your software or modernize your company's web applications. Evinent Analytics provides a superb predictive analysis to suggest your customers the most interesting products. Hence, increase sales conversion. What You Get. With the Evinent Analytics Marketing Automation Platform, you can: Build profiles of customers — including their purchase history, total expenditures, and rewards history. Fraud and Risk Analytics, Analyze purchasing patterns, Determine correlations between data sets and generate statistical reports, Segment data, Predict future sales trends for products and services Receive suggestions on how to build product packages.Starting Price: $3500 per month -
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H
Enthalpy
H is the symbol for Enthalpy, a measure of internal energy – or, in other words, a measure of your company’s potential to grow. Enthalpy (H) is an Applied Operational Analytics SaaS Solution with a Relentless Focus on Rapid, Efficient & Predictable Growth. Giving you only the data you need, when you need it. Providing key client behaviour insights. Initial customers love your team and your product.Starting Price: $250 per month -
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NetWorth Advising Platform
NetWorth Services
Today, RIA firms must quickly respond to the ever-changing needs of its businesses while still remaining operationally efficient. Financial advisors are under growing pressure to up-scale their books of business in order to outpace rising costs. In order for RIA firms to be truly competitive, NetWorth’s digital technology provides true workflow efficiency, client collaboration, and delivers real interplay between the operational and investment management side of the business. NetWorth Advising Platform is helping to level the playing field for RIAs by taking advantage of the rapid trajectory of Alternative Investments through its sophisticated asset management and reporting capabilities. The demand by clients for investments that will help to close their retirement income gap and provide sustainable long-term investment returns has propelled Alternative Investments to a more prominent role in the investment industry. -
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goyaPhone
GoyaCom
Prospecting is the lifeblood of business, but it’s hard. You need the motivation to start, the energy to keep going, and efficient follow-up to make it all work. That's why the goyaPhone uses color psychology and gamification techniques. Its distinctive and funky-looking user interface turns a chore into a game, and that's good for business because more calls means more results. The goyaPhone combines the CRM, the phone and email: one-click to call and no more manual data entry. For the follow-up, it's like the memory for salespeople: it automatically saves everything you do so that you can remember it later and find the right prospects to call-back, at the right time. Working inside sales? With the go iPhone, you'll make more calls, for the same effort. Look at the interactive demo, and imagine yourself prospecting with the go iPhone: a CRM that will spare you all the tedious tasks because it's designed with the human factor in mind. In today's highly competitive environment.Starting Price: $56.31 per month -
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Aidium
Aidium
Aidium is the ultimate all-in-one CRM solution for mortgage professionals — helping you streamline your processes to close more deals, scale your operations and increase ROI. Supercharge your loan origination process with Aidium's lead conversion software, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Aidium's Mortgage CRM automation streamlines your processes, improves client relationships, and improves lead conversion rates through intelligent workflows and data-driven strategy. Aidium's marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement - boosting conversion rates and growing your loan portfolio. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place.Starting Price: $79 per user per month -
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Hodi
Hodi
All of Hodi's outreach work is done on our custom-built CRM and outreach platform, which you will have direct access to. Every prospect we identify is presented for your review, putting you in control. In 10 minutes each week, you can approve and reject leads, give us feedback on individual prospects and even directly edit the email content that each prospect will receive. A booked meeting is just the beginning. Give us feedback on the quality of meetings we're booking, so that we can focus our outreach on the most promising prospects. Access our notes on every single company and the individual prospect that we've considered for your outreach, even if we didn't reach out to them. Export all your outreach on demand. Our Insights platform lets you dig beyond the headline numbers. Track how each market segment and prospect persona is responding to your outreach, and which outreach variant is driving the highest conversion.Starting Price: $5,200 per month -
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Boxxstep
Boxxstep
The Buyer Engagement and Enablement Platform. Aligning sales teams with their customer buying committees. Buying decisions are made by a group of contacts from across the organization, the number is probably more than you know. How you understand, help and learn from them will determine your current and future success. What do you know about your prospects business problems and needs? Where do you capture and manage this information? Your prospects decision process is complex and difficult. How can you help them and reduce the risk of a do nothing outcome? Who’s in the buying committee? What are the roles, reporting lines and internal dynamics? What’s important to them? The group of people from across an organization who come together to make buying decisions collectively, it will comprise executive, economic, technical and user buyers.Starting Price: $126 per user per year -
41
CFS TaxTools
CFS Tax Software
CFS TaxTools ™ is the most widely used program of its kind in the tax profession! Worksheets print with the client's name and your firm name in a professional quality format. Include them as attachments to the tax return or present to the client with an invoice, which can also be generated by TaxTools. Hundreds of tax forms included (many not found in tax preparation software), such as SS-4, Power of Attorney and Offer in Compromise. Client information is mapped directly onto the form. Multiple versions of a form may be saved for a client. Forms print exactly as they appear on screen. Most forms can be e-mailed as a PDF. Handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules. Flowcharts allow you to answer a series of questions to determine filing status, inherited IRA options, whether the taxpayer falls under the "Kiddie Tax" rules, etc. Update from the internet when forms or laws change. Data backup and restore.Starting Price: $84.50 per year -
42
DotAlign
DotAlign
DotAlign software helps clients leverage relationships to unlock growth and economic value – whether for deals, raising capital, introductions or recruitment. DotAlign Cloud automatically and intelligently extracts relationship insights and contact information from structured and unstructured data sources like email messages, meeting requests, contact cards, LinkedIn and CRM, and answers questions such as who knows who, how well they are known, and the most effective way to reach them. The DotAlign team is based in New York city and brings together decades of experience building private and secure enterprise solutions. A powerful tool to update and maintain your Salesforce instance with clean, de-duped data right from your mailboxes. See relationships that matter to your firm most, based on interaction data, recency, contact responsiveness & more. -
43
WISKI
KISTERS
KISTERS is a global software solutions and technology firm dedicated to highly effective long-term management of water, energy, air quality, and manufacturing industries. Our experts maintain an in-depth understanding of our clients' needs and commit to their achievement of organizational goals through the deployment of powerful and flexible off-the-shelf software. Manage and optimize your energy portfolio with KISTERS. Whatever your role in the energy market – including power traders, transmission companies, and energy intensive industries – implementation of our commercial off-the-shelf software increases operational efficiency in the short-term. When configured to the specific needs of your organization, our comprehensive solution results in significant performance improvement in the long-term. -
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Deltek Vision
Deltek
Easily manage client relationships, track opportunities, and estimate project costs. Reduce project risk and deliver projects on time and on a budget to improve customer satisfaction. Employ faster-reporting processes and provide role-based metrics to key decision-makers. Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with real-time information to help identify problems early enough to allow for timely -course correction. Tools to constantly monitor project status and staff utilization. One integrated system to track all financial, project and resource planning data. By leveraging the processes and people that make your business unique, Deltek cloud solutions serve as the framework for ultimate project growth and profitability. -
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ClientRock
ClientRock
Your firm runs differently to serve your clients the ways they demand in 2020. Clients expect their law firms to be as easy to work with as their iPhone, as predictable as their Netflix subscription. ClientRock helps your firm deliver an unparalleled experience that will have them referring your services for years to come. Your intake process is your first chance to make a great impression. Don't fumble the ball by making it difficult to get started. Let ClientRock set up appointments, collect client information, gather payment details and get fee agreements signed in one easy (and customizable) flow. It's great to book a consultation, but what happens after? With ClientRock you can turn your consultations into engagements with one click. You don't need to waste brain-cycles following up with clients to sign your fee agreement. Let ClientRock remind them for you.Starting Price: $75 per month -
46
ZYNO LegalPro
Elite Mindz
ZYNO LegalPro is an all-in-one legal practice management solution built to help law firms operate more efficiently. The platform centralizes case management, billing, and client communication in a single secure system. Legal teams can manage case details, documents, and deadlines while collaborating in real time. ZYNO LegalPro simplifies invoicing, time tracking, and payment collection to improve cash flow. A secure client portal allows clients to track case progress and communicate anytime. Lead management tools help firms convert prospects into retained clients with ease. ZYNO LegalPro enables law firms to save time, increase productivity, and focus on delivering successful outcomes.Starting Price: $1100/year -
47
Clerx
Clerx AI
Clerx is an AI-powered intake and client communication platform built for law firms. It helps firms capture, qualify, and convert new inquiries across phone calls, website chat, and text messages, while also supporting communication with existing clients. For prospective clients, Clerx responds instantly, answers common questions, gathers intake details, schedules consultations, and helps ensure no lead is missed. For existing clients, Clerx can answer routine questions, provide case updates when appropriate, take messages, and route inquiries to the right team member based on the firm's workflow. Designed specifically for legal workflows, Clerx supports multilingual communication, customizable intake flows, consultation booking, lead qualification, smart routing, and CRM and practice management syncs. Firms use Clerx to improve responsiveness, reduce administrative burden, and convert more inquiries into signed clients. Provides transcripts, summaries & communication insights.Starting Price: $99/month -
48
Konnect CRM
Konnect ERP
Konnect CRM software enables your marketing, sales, and customer services teams to work together, share information, and manage all their interactions with prospects, leads, and customers. Konnect CRM helps sales teams to win more deals. Many CRMs are not effective because they don’t offer much value to sales teams. But Konnect CRM stands out because it provides excellent features and customer support to help small businesses become more successful. Konnect CRM suits SMEs and small businesses help to them effectively manage their sales processes and win more deals quickly. Konnect CRM Solution that helps to manage the customer relationship covering from pre-sales to post-sales. Konnect CRM enables companies to handle their customers through the life cycle right from acquisition to post-sales support. Some of the unique features of Konnect would allow companies to easily up-sell, cross-sell, and retain their most loyal customers. -
49
FirmTamer
FirmTamer
FirmTamer is an affordable, easy-to-use CPA practice management software with the tools to tame your firm, so that it will not consume your life. It includes features for managing tasks, tracking time, creating and sending invoices, accepting online payments, and gaining insight into your firm's productivity and profitability. Manage tasks using the kanban board, which allows you to visualize and reprioritize your workflow by status. When you have made progress in a task, drag and drop it into the next status column. Track billable, non billable, and admin time using the kanban board, the client screen, or the timesheet screen as you update your tasks. Create invoices easily by adding time entries, and then email them directly to clients from within the application. Clients can pay online through FirmTamer's payment portal with an affordable merchant services account. View detailed reports to analyze your firm's productivity and profitability to make informed decisions.Starting Price: $29 per month -
50
ContactEase
Cole Valley Software
In the business of law, it all begins with your clients and the value you provide. Maintaining relationships and rainmaking are critical to your personal success and the growth of your firm. With ContactEase, you can stay connected with your book of business with ease. Complete the form to schedule time with one of our experts to learn more about the impact ContactEase will have on your law firm. Schedule a demo to see how ContactEase will benefit your current system or dive more deeply into our integration with the SurePoint Legal Management System (LMS) to unlock profitability by freeing lawyers of administrative burdens so they can spend far more time focusing on their clients and their practice. SurePoint Technologies is a leading provider of financial and practice management software to law firms nationwide. For more than 40 years, law firms have relied on SurePoint’s award-winning enterprise software to drastically improve workflow and maximize financial performance.
