Alternatives to ClientLogix
Compare ClientLogix alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ClientLogix in 2026. Compare features, ratings, user reviews, pricing, and more from ClientLogix competitors and alternatives in order to make an informed decision for your business.
-
1
Pipeliner CRM
Pipelinersales Corp.
Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite. -
2
Maximizer CRM
Maximizer Software
Maximizer CRM Software comes fully loaded with features, for Powerful Client Management! Modules for Sales Management, Marketing Automation and Customer Service, as well as third-party integrations and mobile CRM are included in your monthly subscription. Maximizer is the only CRM available that offers both a Cloud CRM Solution, as well as a self-hosted, On-Premise CRM option. Decide which option is best for your needs. You owe it to yourself, and your customers, to discover just how easy Maximizer CRM is to use! Maximizer CRM Wealth Manager is an integrated customer relationship management solution ideal for organizations of all sizes. Maximizer CRM is deployable both in the cloud and on-premise. Maximizer CRM features include marketing automation, sales management, customer service and support, and business productivity tools. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Maximizer CRM's business intelligence tools feature customizable dashboards.Starting Price: $29.00/month/user -
3
eM Client
eM Client
Boost your email and skyrocket your productivity with the best email client for Windows and macOS. eM Client is a fully-featured email client with a clean and easy-to-use interface. It also offers features for calendars, tasks, contacts, notes, and chat. eM Client's compatibility is unmatched. You can connect to any email service – it will work. This email client works seamlessly with Google Workspace, Office 365, Outlook, Exchange and virtually all conceivable email technologies. Integrates with Online meeting tools such as Zoom, MS Teams, Google Meet and more. eM Client enhances email communication for professionals and home users alike. It is the only email app on the market with the full support of server-side rules and search, instant message translation, "Snooze email" and “Watch for reply” features + easy to use email encryption (PGP and S/MIME). It also works perfectly with Gmail, including support for tags and signature synchronization.Starting Price: $59.95 one-time fee -
4
ProTracker Advantage
ProTracker Software
ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.Starting Price: $895/user/year/1,000 RMDs -
5
Heads-up
WattsNet
Stepping into business management software should feel comfortable and intuitive right from the get-go. The rules of business have changed. It is a matter of survival that leaders and managers can get to the numbers, from anywhere. Heads-up is a web-based business management system for professional services organizations. There is no installation for each office computer – all the user needs is a browser. It is designed from the ground up to meet the needs of all users, whatever their roles because the whole organization should be using the same system for business management. Heads-up scales from 5 users to hundreds of users in each organization. We work with people first and computers second, for a mutual benefit; we want you to succeed because we want long term business from you. Or more succinctly: it’s a win-win relationship with a long term focus. We are agile and open, we work to your needs and processes. -
6
PensionPro
PensionPro
PensionPro is a cloud-based software solution designed to optimize operations for Third Party Administrators (TPAs) by streamlining plan administration, client communications, and business processes. The platform offers three distinct tiers, TRACK, TEAM, and BUSINESS, each tailored to meet varying organizational needs. TRACK serves as the entry-level tier, providing essential features such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and standard reporting capabilities. It also includes access to PlanSponsorLink.com, a secure portal for efficient information exchange between administrators and clients. TEAM builds upon TRACK's functionalities by adding online data collection, time tracking, blast email capabilities, fee schedule management, and integration with ftwilliam.com for forms and compliance. This tier is designed to consolidate and organize operations, enhancing internal workflows and profitability. -
7
Highrise
Highrise
Highrise, a CRM solution, enables users to track communication with clients and monitor the status of deals and relationships. Highrise allows users to import contacts from Outlook, Gmail and Excel. Highrise enables users to add notes and comments to contact details. Highrise also features task management functionality that allows users to create tasks, add reminders to projects, and view tasks by company, contact or project.Starting Price: $24.00/month -
8
KADO
KADO
KADO is a smart networking solution that helps professionals build meaningful relationships that turn into deals. With KADO, deal makers reduce time spent on contact management by more than 30%. Empowering business professionals to create meaningful connections is at the heart of what we do. Built for relationship-driven professionals and packed with powerful networking features, KADO is redefining networking as you know it. Paper business cards are in the past. With KADO, you can create and personalize your own digital business card: save time, and money and make a statement by showing your prospects that you are up-to-date with the latest technological trends. With KADO, sync all your contacts from different sources, including Google, Outlook, and your CRM, into one easy-to-use interface. Keep track of your contacts and events by easily recording, organizing, and sharing your notes without leaving the app.Starting Price: $3.71 per month -
9
Eulexica
Eulexica
The Eulexica teams offer full planning, data migration and installation services in the UK, Singapore, New Zealand and Australia. Professional project management costs are lower than competing service provider and our collaborative approach will minimize disruption to your staff and business. Communicating with prospective clients is easy with Eulexica's own CRM modules. These allow users to create topical newsletters tailored to the clients’ identified interests as well as manage seminars, Christmas card lists and related contacts. Maximize cross-selling to current clients and identify prospective clients, connecting referrals and work to partner remuneration if required. Alternatively, or as well as, our strong integration capabilities enable bidirectional connections with third-party 'horizontal' and even open source CRM systems. -
10
HeadsUp
HeadsUp
HeadsUp is competitor monitoring that tells you exactly what to do next. Instead of just notifying you that something changed, HeadsUp delivers actionable intelligence — explaining what competitors updated, why it matters for your business, and specific steps you should take. The platform tracks competitor websites 24/7 and sends alerts when they change pricing, launch features, or shift messaging. Setup takes 60 seconds: add competitor URLs and start receiving actionable alerts immediately. You also get 90 days of competitive history, helping you spot strategy patterns and understand their approach. This means you can focus on running your business while staying ahead of competitive moves that actually impact your success.Starting Price: $149 - One Time Payment -
11
Divalto weavy
Divalto
Connected to your management tool, our CRM Divalto Weavy facilitates collaboration between teams while simplifying interactions between the head office and field, which boosts your performance. We know that customer relation are more than strategic. The rationale behind our CRM is to connect people. It connects head office teams with their field colleagues and their clients. It puts people first. At the cutting edge of technology, feature-rich and highly customizable, Divalto weavy is also an open application. It interfaces with numerous third-party applications (marketing, automation, email platforms, web tracking, etc.) along with other business tools and applications. Exploit the wealth of your web CRM – Divalto weavy – and ensure your suspects, prospects and clients are closely monitored. -
12
Nexgen CRM
Nexgen
Nexgen Customer Relationship Management System (CRM) is a data-driven solution to improve the partner’s customer base by maintaining and managing customer relationships effectively. It is one of the few CRM’s which offers a simple yet customizable CRM platform for maintaining a long-lasting relationship with customers. Nexgen CRM is specially tailored for the financial institutions. We focus on streamlining financial workflows and generally provide closer integration with accounts. Hassle free and user-friendly interface which is simple to enter and find information. The calendars work in tandem with the contact database and allows you to schedule meeting with clients. -
13
ANALEC InsightsCRM
ANALEC
ANALEC InsightsCRM is a domain-specific customer relationship management platform built for the capital markets industry. Designed for banking, asset management, trading, and private equity firms, it helps eliminate information silos, improve collaboration, and drive profitable client relationships. The platform delivers intuitive workflows and superior UI/UX that boost adoption and reduce manual tasks by up to 65%. With seamless third-party integrations and customizable modules, it adapts effortlessly to complex financial workflows. InsightsCRM empowers users with real-time intelligence to enhance deal management, client engagement, and post-investment monitoring. Trusted by global financial institutions, ANALEC enables firms to operate with greater transparency, speed, and data-driven precision. -
14
SalesOutlook CRM
SalesOutlook, Inc
SalesOutlook's Outlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook based CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as "Opportunity" or "Customer Inquiry" directly from the email interface. By right-clicking on a customer name, users can easily access contact information, providing instant visibility into all the necessary information related to any particular buyer. Our Outlook CRM is a specialized system that builds upon a frequently-used email medium to create a CRM that will optimize user efficiency.Starting Price: $25.00/month/user -
15
MomentumTRUST
Momentum3
When you log into MomentumTRUST you are presented with a dashboard displaying real-time portfolio snapshots of key account factors. The dashboard is designed to help you strategically plan your day. Integrated with trading software, the dashboard pulls transactions and pricing to provide users with real-time valuations of all customer accounts. The social network style lets users leave notes on almost any entity and track those over time. MomentumTRUST’s built-In CRM+ allows you to efficiently track and connect prospects, accounts, households, beneficiaries, grantors and third-party relationships related to trust management. Whether you are in the office or on-the-go, easily review and respond to client requests with MomentumTRUST’s portfolio analytics tools. MomentumTRUST’s secure, in-system scanning and storage allows your business to easily organize, file and retrieve documents in a cloud-based environment. -
16
OxyCRM
OxyCloud
OxyCRM is a UK-focused AI-powered customer relationship management system designed for businesses needing smarter lead handling, customer engagement, and sales forecasting. It enables lead capture across multiple channels, including web enquiries, landing pages, live chat, social media, referrals, events, and email, and integrates these in one central system. Using generative AI, it offers features such as intelligent lead scoring based on engagement, demographics, and intent; automated follow-ups, reminders, and email drip campaigns for nurturing leads; and dynamic sales forecasts. Sales teams can customize workflows, assign leads by region, product line, or team, share notes and documents in real time, and manage tasks like calls, emails, or meetings through a timeline on each lead. Interactive dashboards allow users to track pipeline value, conversion rates, team performance, and ROI by lead source. -
17
Munshify CRM
eReleGo Technologies
Munshify CRM: Customer Relationship Management software to manage and nurture customer relationships, enhance sales processes, and improve customer satisfaction. Step into a new era of customer engagement with Munshify CRM software, where sales soar, support excels, and customer connections are cultivated effortlessly. -
18
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. -
19
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. -
20
Identifee
Identifee
Identifee is a modular, AI-powered platform purpose-built for financial institutions, consolidating capabilities like CRM+, GenAI assistance, prospecting intelligence, workflow automation, business intelligence, learning management, sales enablement, and secure digital sales rooms into a unified toolset. The CRM+ module centralizes customer relationships by managing accounts, notes, activities, and pipelines, while the GenAI assistant, branded as “Ask IDA”, answers questions, prepares for meetings, and analyzes competitor statements within seconds. Prospecting tools provide actionable insights into target technology stacks, and workflow features deliver real-time visibility into team and customer activity. Its business intelligence module transforms complex datasets into actionable insights via dashboards and reports, and sales enablement enables instant creation of client-ready reports enriched with industry benchmarking and explanatory videos. -
21
Wealthbox
Starburst Labs
We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account. -
22
Sonaro
Sonaro
Take advantage of the fast and intuitive customer relationship management system 30 days for free! All new events (phone calls, messages, meetings) connected with a contact or company are easily logged and further interaction can be planned by using integrated tasks. Also it's easy to create and manage new customers. Existing customers can be easily imported from old CRM system or "Microsoft excel". All scheduled actions can be seen in ‘Calendar’ and in the ‘Actions’ list. Just with a click of a button from the ‘Action’ window, you will be able to access the relevant customer card and find all the information you are interested in. Work is also facilitated by the ability to synchronize the ‘Calendar’ with your other calendars (Google Calendar, Outlook calendar, iCalendar, etc.). A convenient way to run multiple sales with the same customer. From the project window, you can easily create the necessary tasks and assign them to yourself or another employee. -
23
Tactic
ALSOFT Pvt. Ltd.
Tactic is an all-in-one cloud-based solution for ERP and CRM related services. This paid Software as a Service is capable of serving large corporations, medium enterprises, small companies, proprietorships, and non-profit organizations as well as freelancing units. The software has a set of 79 modules, which meet all the organizational needs while offering a seamless experience to the users. Primary features of Tactic include: • Human Resource Management (HR) • Customer Relationship Management (CRM) • Vendor Relationship Management (VRM) • Financial Modules (Accounting/Treasury) • Product Management (PM) • Projects/Collaborative work Management • Multi-modules tools • Websites and other frontal application • Interfaces with external systems and • Miscellaneous features Tactic ERP & CRM also allows the users to integrate third-party applications with the system in order to offer an elevated experience.Starting Price: $12/month/user -
24
SeedRM
Lenox Park Solutions
SeedRM is the most intuitive and useful CRM tool for Institutional Investors to effectively manage relationships within a portfolio of Investment Managers. Users are able to access SeedRM anytime and anywhere in the world with internet access! Leverages expertise in Investment Manager Due Diligence Advisory and Partner backgrounds steeped in Financial Markets. Built on the market-leading, cloud-based Salesforce.com platform, an unlimited number of licensed Users are able to access and contribute Investment Manager information, reports, and attachments. From a workstation in your office, or your compatible mobile device, SeedRM provides a simple interface for Users to effectively manage relationships without disrupting their day-to-day operations. -
25
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 -
26
Reldesk
Reldesk
Automatically grow your small business sales and build customer relationships by focusing on what your customers really want, with Reldesk. Reldesk is an easy-to-use, cloud-based sales and relationship management system designed for small businesses. With a focus on building and maintaining business relationships instead of wrestling with spreadsheets, or outdated Customer Relationship Management systems that are difficult to understand and expensive to implement. By tagging and categorising all of your contacts quickly, you’re able to easily filter the opportunities and contacts you want to engage with. Providing better insight into your sales pipeline. So more sales, more quickly. By keeping your sales and contact data in the cloud, you and your team are on the same page instantly. Whether that’s in the car park 5 minutes before the meeting, or on your device during the zoom meeting. -
27
RemoteSpark
Kognitiv Spark
RemoteSpark allows remote workers to establish a low-bandwidth, secure video and audio call with subject matter experts when they need help solving a complex problem. The expert, who can be located anywhere in the world, can then see what the remote worker sees and use holographic assets to support the task, all the while keeping the user heads-up and hands-free. RemoteSpark boasts the lowest internet-bandwidth requirements of any augmented reality communications platform on the market. Ideal for remote locations, a minimum of only 256kbps is required to operate voice & video calls, including 3D holograms, and IoT integrations. Reliable calls can be run while connected to a mobile hotspot. Built to meet and beat the highest security standards, all communications and assets are fully encrypted, end-to-end, in transit and at rest. To meet a wide range of data governance requirements, on-premise cloud computing options are available and can operate fully air-gapped. -
28
IQProspects
Quest Analytics
IQProspects is an easy to use, sales and service CRM growth engine for banks and credit unions. The best commercial bankers are out meeting and talking with customers and prospects for the better part of every day. Now there is a tool to help you build relationships while you are on the move. The Quest Analytics mobile applications help you be more productive while you are out of the office. IQProspects tracks the journey every step of the way from opportunity stage to underwriting, thru closing. Are loans taking too long to process? IQProspects customizable workflow automates the process and gets loans completed quickly and accurately. It all starts with a prospect. Quest tracks the journey every step of the way from opportunity stage to underwriting, thru closing. IQProspects new marketing event management capabilities will help your institution manage each golf outing, charity event, or other relationship building marketing opportunity. -
29
Blue Square Toolkit
Blue Square Apps
A CRM is ideally suited for professionals and teams that want a simple solution that works. Unlimited everything for a per-user monthly price. No contracts. Get started with a free 14-day trial. Attract & keep great clients by implementing Pareto Systems' best practices into your business. An innovative tab navigation system that enables you to work quickly and efficiently. Track important information on your process, and your communication with clients. Important client data is secure with bank-grade encryption and geo-redundant data centers. Our knowledgeable support team is also available from 6am to 4pm Pacific Time Monday to Friday. Open up multiple tabs to view multiple Contacts, Accounts, Tasks, and your Calendar all at the same time. Click between records to find the information you need as quickly as possible. Build stronger client relationships by tracking valuable information on your client's Family, Occupational, Recreational interests, and Money.Starting Price: $29 per user month -
30
AppDirect
AppDirect
Simplify, automate, and scale subscription relationships from monetization through to management. Our comprehensive portfolio of products gives you the ability to sell any first- or third-party product, on any device, through any channel. Meet the leading platform for selling, buying, and managing recurring technology services. Launch a white-labeled marketplace for selling your own or third-party recurring technology services. Launch an internal IT marketplace for procuring and managing technology services. -
31
Boolment CRM Software
Boolment Software Development
Customer Relationship Management is a data analysis-driven avenue focusing on managing and improving a Company or a Firm’s interaction with existing as well as prospective clients/customers and ultimately boosting sales graph. CRM Software is a necessity for companies because it accouters them with the ordered or well-maintained knowledge of history and current status of their client’s purchasing behavior and interests in order to predict smartly analyzed future plans for them to increase business prospects. CRM plays a handy role in the energy sector and we help companies by enabling them to grow revenue with centralized contacts and leads, cloud database, fiscal monitoring with our advanced. -
32
CamCard
INTSIG Information
Scan, manage, sync and exchange business cards. Use CamCard to capture all your business cards, and all the contact information can be quickly & accurately read and saved to your smartphone. Exchange electronic business cards securely when meeting new people at meetings, tradeshows, seminars and other business social occasions. Go paperless now. Smartly manage all your business cards by adding notes, setting reminders, quickly searching, tagging and sharing cards. Be more productive. All your business cards are stored in the cloud and synchronized across smartphones, tablets and the web app in real-time. Always available. Accurately read cards in 16 languages. Batch scan all your paper cards to cut the card clutter. Get notified when your contacts join new companies, get promoted or others. Exchange e-cards with people nearby at meetings, tradeshow or seminar. Complete your own Profile to make a better impression to your contacts.Starting Price: $5 per user per month -
33
Simpleview CRM
Simpleview
Designed specifically for destination marketing organizations, Simpleview CRM enables you to manage all aspects of your destination in one convenient place. From partner relationships to marketing automation, from meetings and event sales management to collaborating across departments, Simpleview CRM will help you make the most of every opportunity for your destination. The first of its kind, our industry-specific customer relationship management (CRM) system is utilized by more destinations than any other platform. Offering seamless integration with more than 20 programs, a customizable user interface and endless support, our web-based Simpleview CRM serves more than 500 clients across the globe. -
34
VisualTrader
Nirvana Systems
VisualTrader is a trading platform built to give traders “situational awareness” of the market through its patented 3D heads-up display that surfaces trade ideas before the herd moves, combining real-time and historical market scanning with built-in signals, chart pattern recognition, and a trade simulator for practice. It layers group and sector analysis, multiple timeframe context, dynamic indicators, and Zacks Rank integration (in recent versions) to visualize industry rotation and momentum, letting users quickly identify which stocks or ETFs are poised to move and drill down into the best candidates. Versioned upgrades show continuous refinement, and the system is extensible via compatible plugins, premier strategies, and modules for customized entries/exits. -
35
Daylite for Mac
Marketcircle
Daylite is an all-in-one business productivity app built specifically for service-based professionals in the Apple ecosystem. It combines CRM, sales pipeline tracking, project management, email, calendar, tasks, and notes into a single connected system. Designed for Mac, iPhone, and iPad, Daylite integrates seamlessly with Apple apps like Mail and Calendar. Every interaction—emails, meetings, tasks, and notes—is automatically linked to the right client, project, or opportunity. This creates a complete, searchable business history that saves time and strengthens client relationships. Daylite helps eliminate the need for multiple disconnected tools, reducing admin work and subscription costs. By streamlining workflows, it allows professionals to focus more on revenue-generating work.Starting Price: $29.00/month/user -
36
Re:catch
Re:catch
Convert more customer interests into sales meetings, immediately. Accelerate your revenue with Re:catch. Re:catch immediately directs demo requests into qualified and confirmed meetings with your sales reps, dramatically reducing your time and process to win back more customers. Leads confirmed within 5 minutes convert upto 100x more into sales opportunities. Don't lose leads, but also don't consume all of them. Route your sales reps to the most qualified meetings to have the highest chance in their winning scenario. Free yourself from endless email ping-pong. Arrange meetings with a simple drag and click. -
37
Cvent Appointments
Cvent
Whether you're at an in-person or virtual event, meeting the right people makes all the difference. With Cvent Appointments, you can increase engagement between customers, prospects, employees, sponsors, and exhibitors. Allow all your event attendees to make valuable connections with each other, in person or virtually. The Cvent Appointments solution is a flexible tool that allows you to create groups of event participants and control how these groups can view and request meetings with each other. By using pre-booked appointments at the virtual or in-person events you host, you can be confident that your attendees are fostering the relationships they’re looking for. Your customers and prospects want to meet like-minded individuals at your event. Cvent Appointments allows your attendees to build a profile and set meetings with other attendees that share mutual interests, making it easy to form valuable new connections. -
38
Levitate
Real Magic
The next big marketing movement? Less marketing. We combine AI-powered software with dedicated content specialists to help you build real relationships with your network. Drive referrals and repeat business by keeping in touch with clients and prospects. Save time and money with tried-and-tested email templates. Remember key facts and dates about every contact. Never forget a birthday again! We’ll help you import from just about anywhere. Quickly and easily add key facts and dates you want to remember, then create simple tags to categorize your network. We’ll remind you to check in with prospects, account round with current customers, or reach out for renewals on a schedule you create. Our AI-powered software will keep you honest. Sayonara, spam folders. Unlike emails sent with mass blast providers, Levitate emails pass through your everyday email server (like Outlook and Gmail) and deliver as personal, one-to-one messages in recipient inboxes.Starting Price: $150 per month -
39
The Pension Administration System is comprised of a calculation engine, data management program, report writer and development platform for use by plan sponsors, third party administrators, and benefits consultants. It models complex benefit plans through parameter definitions, pre-programmed business objects and rules-based entry points tailored to meet any defined benefit administration requirements. The system uses N-tier architecture, which partitions the application into distinct layers, enabling a flexible, building-block approach to design and growth as well as fast, cost-effective integration with existing client infrastructures. The Pension Administration System is customized to automate all pension administration functions without complex programming. Below is a list of some of the functionality (processes) that is available in the system.
-
40
Radius
Radius Bob
CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.Starting Price: $34 per month -
41
REfindly
REfindly
REfindly’s CRM automates every aspect of a sale, from the moment a client begins searching to the close of the deal. Upon a prospect’s entry into the system, you can simply arrange a follow-up program and let REfindly do the rest. Schedule appointments, set reminders, and track correspondence emails and phone calls. Add viewings and prospect notes, and send targeted listing alerts with the point-and-click system. REfindly’s customer relationship management solution streamlines your daily workflow, keeping you organized and abreast of upcoming tasks so you can focus on expanding and strengthening your business. REfindly also offers IDX websites for real estate agents and brokerages. -
42
Veeting
Veeting
Solidify and enrich your business relationships with face-to-face meetings and audio conferences with supporting collaboration features for effective meetings. Scale to all your employees globally, instantly. You don't need additional hardware or software and can concentrate on your business meetings right away. Veeting Rooms implements the latest text, audio and video chat technology that allows clear voice and video communication. Upload your slide deck and present it live to your meeting participants. Share your screen or upload and share documents with all meeting participants. Veeting Rooms offers a virtual meeting environment with WebRTC based audio and video conferencing, online slideshow presentation, whiteboard, documents and screen sharing, text chat, and tools to take your meetings virtual. Since most of our clients use Microsoft Outlook to handle email, manage contacts, and arrange schedules, we’ve made the development of a Veeting AddIn a top priority. -
43
Navatar
Navatar Group
Premier Deal Software for Data-Driven Sourcing and Risk-Free Execution. Pinpoint your best buyer and intermediary relationships. Scale your business development efforts. Expert project management control over due diligence and deal prep. Automate analytics and reporting. Convert market data into actionable intelligence and enhance deal discipline to better control deal outcome. Navatar offers a comprehensive fundraising and investor relations platform. Outpace rivals on the fundraising trail by targeting the right LPs, creating structured processes to nurture them, and ultimately earning your prospective investors' trust. Built on the world's most trusted cloud security platform Salesforce, Navatar connects to the AppExchange ecosystem offering hundreds of apps in addition to industry data providers. -
44
Leadtrekker
Leadtrekker
As a custom-designed CRM and lead management system, Leadtrekker optimises the sales process in businesses of any size, and in any industry. It can help you improve lead response times within your team, increase accountability, and action every new prospect. Leadtrekker takes customer relationship management to a whole new level with a cloud-based platform that can be accessed from anywhere. Quality communication helps build trust with leads, customers, and suppliers. Leadtrekker can help your company create a reputation of authenticity. Sales, marketing, and customer service can review information updated on the system and take informed action with the data that has been recorded. Management and team leaders can view the status of a customer or lead without having to send an internal email, make a phone call, or plan a meeting. With Leadtrekker, reminders can also be set, as well as auto-responses that buy busy employees some time to respond to potential leads that make contact. -
45
Doplac CRM
Doplac
Browse and collect B2B leads using Doplac tools. Automate social media marketing and conduct multi-channel outreach. Effortlessly manage your meeting appointments. Create projects and assign team members. Doplac CRM has everything an agency needs to go from zero to hero, from outreach leads to managing relationships. It has everything to skyrocket your agency's growth. Utilize the power of Doplac to automate your agency's operations, streamline workflows, and focus on closing more deals. Doplac is a robust and affordable CRM tool suite that helps businesses easily manage sales, marketing, customer service, and relationships to drive sustainable business growth and success. Doplac CRM has been specially designed to meet all the unique needs of an agency. It helps agencies, from finding new clients and marketing to connecting with clients, scheduling meetings, managing projects and clients, and even getting paid, all in one unified platform.Starting Price: $71 per month -
46
Blue Note Systems
Blue Note Systems
CRM software (customer relationship management). N ° 1 in France for Business CRM software! Blue note systems offers a complete range of CRM (Customer Relationship Management) solutions adapted to each profession and covering all the functional needs of customer relationship management: management of prospects and customers, sales force management (SFA), automation marketing (EMA), real-time analysis and statistics, customer service management. CRM software allows you to optimize your customer relationship management, from prospecting to loyalty. It aims to take into account individual wishes. Commercial management and invoicing software. Manage your sales cycle from prospecting to invoicing! The sales management solution simplifies processes and allows you to improve performance. Features: Sales administration. Customer relationship management. Purchasing and Supplier relationship management. Piloting Sales management functionalities. -
47
Marloo
Marloo
Marloo is an AI-powered assistant built specifically for financial advisers to automate and streamline the paperwork and administrative tasks that typically consume hours of time, allowing advisers to focus on client relationships and strategic work. It integrates with Outlook or Google Calendar and can join or record meetings across platforms like Teams, Zoom, Google Meet, and Webex to capture transcripts, identify speakers, and generate accurate, custom-templated file notes and summaries in the adviser’s own tone of voice in minutes rather than hours. Beyond automatic meeting notes, Marloo understands financial advice context and regulatory language, lets users ask questions across past client interactions and documents for instant answers, helps prepare for meetings with summaries of previous discussions, and generates follow-up emails, action items, and advice documents that align with firm templates and compliance needs.Starting Price: $99 per month -
48
Microsoft Outlook
Microsoft
Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence. -
49
Pally
Pally
Pally is an AI relationship management platform that aggregates your connections from iMessage, WhatsApp, LinkedIn, Google, and X, then uses machine learning to research and analyze everything they’ve ever posted online. It helps you prepare for meetings by surfacing relevant background and conversation prompts, stay in touch with personalized reminders and follow-up suggestions, perform natural-language searches across your network, such as finding contacts in specific locations or those you haven’t spoken to recently, add people to customizable engagement pipelines, and monitor relationship health via interactive statistics that track your social activity against benchmarks. By centralizing insights from all your social channels into a single interface, Pally automates timely communication, uncovers hidden opportunities, and empowers you to build deeper, more meaningful connections without juggling multiple apps.Starting Price: Free -
50
MAP.CRM
MAP IT
To run a successful business it is important to focus on Customer relationship management (CRM). Customer acquisition is costly making it imperative to develop stronger, lasting relationships with your clients. MAP.CRM is a web-based software solution for customer relationship management and sales force automation. It helps you track your leads, prospects and opportunities allowing you to focus on what is important - building a relationship with your potential clients. Manage clients with multiple: contacts, appointments, attachments and addresses. Flexible reporting system allows us to create reports to your exact specifications.Starting Price: $25 per user per month
