Ingegno Alternatives

TE Recruit™ is recruiting software built specifically for staffing and recruiting agencies that want to simplify operations, strengthen candidate and client relationships, and make more placements. Developed by Top Echelon, a trusted recruiting technology provider for nearly four decades, TE Recruit combines an applicant tracking system (ATS) and recruiting CRM in one intuitive platform. Teams can manage candidates, clients, contacts, companies, job orders, pipelines, communications, tasks, and placement activity from a single workspace. TE Recruit helps recruiters reduce manual work and stay focused on revenue-generating activity with customizable workflows, email sequences, automation, resume parsing, candidate sourcing, job posting, activity tracking, dashboards, and reporting. AI-powered tools help teams work faster, including job description generation, search assistance, and AI People Search, which uses semantic search to find relevant candidates based on meaning and context, not only exact keyword matches. AI People Search is available with TE Recruit Pro. Built-in integrations connect TE Recruit with email, job boards, calling and texting platforms, and other tools used across the recruiting workflow. An open API, available with TE Recruit Pro, gives firms additional flexibility to connect systems, share data, and build custom workflows. TE Recruit is designed for independent recruiters, executive search firms, and small to midsize staffing agencies that need powerful recruiting technology without unnecessary complexity. Guided onboarding, training, and responsive customer support are included, helping teams adopt the platform quickly and get long-term value from their investment. For firms that want to expand beyond their own database and job pipeline, TE Network™ is available as an optional add-on. TE Network is Top Echelon’s split-placement recruiter network, giving members access to additional candidates, job orders, and collaboration opportunities. TE Recruit and TE Network can be used together through the integrated Network Feed for maximum impact, or either solution can be used on its own. With intuitive workflows, modern AI and automation, strong integrations, predictable pricing, and support from a team that understands recruiting, TE Recruit helps agencies improve productivity, increase visibility, and grow without adding unnecessary software complexity.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.

SuiteMaster – A Flexible ERP & CRM Platform SuiteMaster is a modular, cloud-based ERP platform for small to mid-sized businesses seeking to unify sales, operations, marketing, and finance in one system. Choose from hundreds of integrated modules—CRM, Marketing Automation, HR, Accounting, E-Commerce, Inventory, Project Management, Manufacturing, and more—that “snap” into place. Avoid costly integrations, scale at your own pace, and customize workflows to match your business processes. SuiteMaster is also fully white-label ready, enabling partners and consultants to deliver a branded ERP solution with their own value-added services. Affordable, flexible, and built for growth, it serves industries from manufacturing and distribution to professional services, retail, non-profits, and more. Get enterprise ERP power without enterprise cost—discover why businesses choose SuiteMaster for flexibility, scalability, and rapid ROI.

vcita is an all-in-one business management app built for small to mid-sized businesses. vcita boasts a wide range of features that helps SMBs streamline daily tasks and operations and improve how they interact with clients, fueling growth and success. Top features include client and calendar management, billing and invoicing, online scheduling, lead capturing, and email campaigns. vcita also integrates with dozens of platforms, including Facebook, PayPal, Quickbooks, and more.

The Outreach Sales Execution Platform helps sales teams efficiently create pipeline and predictably close more deals. Outreach is the only complete platform that empowers the entire sales organization — from sellers to front-line managers, sales leadership, and ops — to create and close more pipeline. If you're looking to win more deals by personalizing, prioritizing, and analyzing sales activities, turn to Outreach. Outreach is the #1 sales engagement platform dedicated to make every sales team more effective at selling. From creating pipeline to optimizing sales workflows, Outreach helps to ensure that you achieve your sales goals. Top tools include sales sequences and dialer, sales email and tracking, outreach everywhere, sales intelligence, email and content templates, analytics and reporting, and coaching analytics.

Seedly CRM is a full-featured customer relationship management platform built for digital agencies, freelancers, and service businesses. Unlike traditional SaaS CRMs that charge monthly per-seat fees, Seedly is a one-time purchase. You get the complete source code, deploy it on your own infrastructure, and never pay another subscription bill. The platform includes everything an agency needs to manage clients and grow revenue: contact and company management, deal pipelines with drag-and-drop Kanban boards, workflow automation, email sequences, task management, appointment scheduling, form builders, and a built-in invoicing system. Every module is production-ready out of the box. Seedly is built on a modern tech stack using Next.js, React, and Convex, giving technical teams a codebase they can actually work with. The architecture is clean, well-documented, and designed to be extended.

CrucialCRM is a cloud-based customer relationship management platform for small and midsize businesses, sales teams, agencies, and service providers. It combines contact and deal management with multi-pipeline Kanban boards, shared inboxes, email campaigns, social publishing, appointment booking, workflow automation, and reporting. Teams can track customer activity and follow-ups on contact timelines, coordinate conversations, schedule social content, create booking pages, and manage campaigns in one workspace. AVA, CrucialCRM’s AI assistant, supports lead research and qualification, outreach drafting, and CRM updates. The platform also connects with calendar services and social networks, and offers customizable workflows for routine sales and marketing tasks.

SparrowCRM is an AI-native customer relationship management platform that helps sales teams manage contacts, track deals, and automate sales activities in one place. It combines contact and account management, visual sales pipelines, email sequences, lead routing, workflow automation, and reporting. AI scoring and automatic tagging help teams prioritize leads, monitor engagement, and identify deals that need attention. Its built-in AI assistant, Zulie, helps users find CRM information, summarize deals, prepare for meetings, and automate tasks. Conversation intelligence captures insights and action items from sales interactions to support timely follow-ups. With email and calendar integrations, customizable workflows, and centralized customer information, SparrowCRM helps growing teams reduce manual data entry, maintain pipeline visibility, and manage relationships from first contact to close.

WeLevel is an all-in-one AI-enhanced marketing and customer relationship platform that empowers businesses to convert leads into loyal clients through a seamless, automated workflow. It supports capturing tools such as social media management, website chat widget, forms and surveys, and online appointment booking, then nurtures leads via automated nurture sequences, email and SMS marketing, a unified inbox, phone system with autodialer, and task automation. For closing opportunities, users benefit from CRM with sales pipeline visibility, invoicing and payment management, reputation and review tracking, built-in reporting and analytics, and even website and funnel-building capabilities, all designed to plug workflow gaps and streamline operations.

ZeaCRM is an AI-powered customer relationship management and business automation platform built to help businesses capture more leads, follow up on time, close deals faster, and build stronger customer relationships. Designed especially for small and mid-sized businesses, ZeaCRM brings lead management, sales pipelines, automated follow-ups, customer communication, AI-powered insights, and workflow automation together in one easy-to-use platform.

Briced is an AI-powered CRM and revenue operations platform that helps sales, partnerships, customer success, and recruitment teams manage relationships, opportunities, and workflows in one place. The platform combines customizable pipelines, contact and company management, activity tracking, email and calendar integrations, workflow automation, and AI assistance. Users can create and manage pipelines for sales, partnerships, hiring, customer onboarding, and other business processes using kanban and table views. Briced automatically syncs emails, meetings, and interactions from Google Workspace and Microsoft 365, providing a complete history of customer engagement. Its AI analyzes conversations, emails, meetings, and activities to summarize interactions, identify next steps, update pipeline stages, and surface insights that help teams prioritize work and close opportunities faster.

Flusia is a cloud-based CRM for small and midsize businesses, sales teams, agencies and professional firms. It brings contact records, lead capture, sales pipelines, quotes and customer communications into a shared workspace, with calendars, email and WhatsApp alongside sales activity. Teams can organize projects, tasks, bookings and client portals, while visual workflows automate selected CRM processes. Marketing tools include campaign newsletters and reporting; invoicing, inventory and e-commerce capabilities are available through plan features or add-ons and integrations. Connections with services such as Google Workspace, Microsoft 365, Fatture in Cloud, WooCommerce and Shopify help synchronize customer, calendar, order and billing information. Flusia is offered as a web-based service with plans priced by team-size tier.

Empiraa Signal is an AI-powered sales system that gives sales teams more pipeline and less admin. It combines prospecting, outreach, deal and pipeline management, and reporting in one connected system, so reps spend less time on data entry and more time selling. Built-in AI, ANI, recommends next actions, builds outreach sequences, and keeps deals moving without manual follow-up. Every plan includes unlimited users. Signal connects with tools sales teams already use, including Slack, Microsoft Teams, Zoom, Twilio, Mailchimp, Brevo, Meta Lead Ads, QuickBooks Online, Stripe, and Google/Microsoft for SSO and calendar sync, managed through Settings and the Workflow Engine. It's built for small to mid-sized B2B sales teams and consultants or agencies managing prospecting and deals, and pairs well with Empiraa GPS for teams wanting strategy and sales in one system. A 14-day free trial is available, no credit card required.

Lua CRM is a cloud-based customer relationship management and business operations platform for small and midsize businesses. It brings together contact and lead management, sales pipelines, customer conversations, projects, invoicing, inventory, finance, workflow automation, reporting and analytics. Teams can manage customer messages through a shared inbox and connect calendars, email accounts, telephony services, payment tools, online stores and Armenian fiscal devices. The platform also provides a REST API for connections with external systems. Lua CRM supports use cases such as coordinating sales and service work, tracking customer communications, managing projects and stock, issuing invoices, scheduling appointments and automating routine business processes. It is designed for organizations seeking to manage customer relationships and day-to-day operations through one web-based system.

Intrawebix CRM is a browser-based CRM for small and midsize businesses that sell and support customers through messengers, email and phone. A shared inbox connects WhatsApp, Telegram, Instagram, Messenger, Viber, email and website chat, and every conversation can become a lead. Teams manage leads, contacts and deals in a Kanban pipeline with lead scoring, forecasts and reports, and build chatbots, web forms, booking pages, email campaigns and automations. AI suggests and translates replies, summarizes conversations, and an AI voice agent answers calls and books appointments. Quotes are signed online, then invoiced; it also covers contracts, helpdesk tickets, a knowledge base, a customer portal, a REST API and webhooks. Interface in English, Romanian and Russian; data hosted in the EU. Pricing is per company, not per user, with a free plan and a 30-day trial. Agencies and IT consultants can join the partner program through the "Become a partner" link on our website.

JJungles CRM is a sleek, all-in-one productivity platform tailored for digital marketing teams and creative agencies, uniting project management, task workflows, internal communications, and sales pipeline capabilities in a single interface. It offers multi-view support, including Kanban boards, timelines, Gantt charts, and calendars, plus customizable dashboards for visual tracking of progress, budgets, and timelines. The system streamlines cross-functional collaboration with integrated email campaigns, landing page creation, surveys, document control, and subscription modules, all enhanced through automation and rich integrations with popular tools. Users benefit from dynamic planning features, survey and template modules, visually engaging business hubs, and a 360-degree Kanban view, enabling workflows tailored to individual styles and team needs, helping convert digital chaos into cohesive, streamlined productivity.

Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.

Happlicant is an all-in-one ATS and CRM built exclusively for recruitment agencies and solo recruiters. It combines applicant tracking, client relationship management, LinkedIn sourcing, AI resume parsing, workflow automation, and a client portal into one affordable platform — replacing disconnected spreadsheets and overpriced enterprise tools. Key features include a LinkedIn Chrome Extension for one-click candidate and client capture, AI-powered CV parsing and resume reformatting, customisable Kanban pipelines, automated email sequences, a built-in Sales CRM, job board distribution, structured video interviews, custom dashboards, and an open API. The Enterprise plan offers unlimited users on a flat fee with SSO, MFA, a dedicated account manager, and custom API access. Used by recruitment businesses in 15+ countries. Plans start at $75/month with a 7-day free trial.

A comprehensive, all-in-one solution for business management and team collaboration. Streamline your workflow and propel business growth to new heights. Experience seamless integration of powerful features: CRM: Effectively manage customer relationships through contact management, lead generation, and sales pipelines. Project & Task Management: Plan, organize, and monitor projects using intuitive tools like Kanban boards, Gantt charts, and real-time progress reports. Document Builder: Easily create professional quotes, invoices, proposals, and other essential documents. Financial Management: Keep track of revenue, expenses, and cash flow with insightful financial reports. Knowledge Base & Mind Maps: Build a centralized repository of company knowledge, FAQs, and training materials for easy access and reference. Client Portal: Offer clients secure access to project updates, invoices, documents, and communication channels for enhanced collaboration.

Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.

Autovella is a Business Operating System built for growing service businesses to manage every stage of work from lead to invoice on one connected platform. Replace disconnected tools with a unified workspace for CRM, accounts, contacts, sales pipeline, deal management, project and task management, Agile sprints, Kanban boards, calendars, HR, employee management, attendance, leave and holiday management, teams, timesheets, expense tracking, invoicing, business analytics, workflow automation, templates, approvals, role-based security, and real-time reporting. Powered by a single connected data model, Autovella eliminates duplicate work, manual handoffs, and data silos while giving every department a shared source of truth. With web and mobile access, customizable workflows, and no per-user pricing, Autovella helps businesses streamline operations, improve collaboration, increase visibility, and scale faster from one intelligent platform.

SalesSeek, a cloud-based customer relationship management (CRM) platform, is ideal for small, mid-sized, and large companies. SaleSeek primary features include contact management, sales funnel management, marketing automation, reporting, and email marketing. SaleSeek integrates well will Sage One, QuickBooks, Zendesk, Facebook, WordPress, and more.

CRM9 is an intelligent, cloud-based Customer Relationship Management platform designed to streamline sales, marketing, and customer support in one unified system. It offers complete contact and lead management, tracking every interaction to build 360° customer profiles. The sales pipeline provides visual deal tracking, forecasting, and workflow automation to close more deals efficiently. Marketing automation enables targeted email campaigns, segmentation, and analytics to boost engagement. The integrated service desk manages tickets, escalations, and multi-channel support, improving customer satisfaction. With built-in dashboards and reports, users gain real-time insights into sales performance, customer behavior, and team productivity. CRM9 supports AI-driven automation, predictive analytics, and customizable workflows, all while ensuring top-tier data security and compliance. It’s the all-in-one solution to grow relationships, optimize operations, and drive business success.

Argento CRM is a cloud-based customer relationship management (CRM) application for small businesses and independent professionals. It organizes company and contact records, deal pipelines, tasks, projects and support tickets, with subtasks and email reminders. Teams can manage documents, maintain a knowledge base and communicate using built-in chat. Its Discover feature researches organizations and potential contacts using online sources, verifies contact details and adds leads to CRM records. The product also captures website form submissions and supports scheduled email campaigns sent from a user's mailbox, with open and click tracking. An included Model Context Protocol (MCP) server connects compatible AI assistants to CRM data, allowing users to search, summarize, create and update records within their permissions. Argento CRM combines customer relationship, sales pipeline, support and basic project-work functions in a browser-accessible service.

Salesflare is a B2B sales CRM for small and medium-sized businesses that keeps itself up to date automatically. It captures contacts, companies, emails, meetings and relationship data, so sales teams spend less time maintaining their CRM and more time following up with customers. Connect your email and calendar and Salesflare automatically builds complete customer timelines, enriches contact and company information, and gives your team the context it needs to manage relationships and opportunities effectively. Salesflare includes visual sales pipelines, automated follow-up reminders, email sequences, email and website tracking, lead scoring, relationship intelligence, customizable dashboards and mobile apps. Because Salesflare captures customer and relationship data automatically, its AI can work from richer and more up-to-date context. It can help write emails, summarize customer timelines, suggest follow-ups and prepare for meetings. Salesflare is especially suited to rel

KelBrix is a cloud-based B2B sales platform combining customer relationship management, lead discovery and outreach tools. Teams can search for business prospects from Google Maps and send selected leads into CRM pipelines for assignment, notes, follow-up tasks and reminders. The platform supports WhatsApp conversations and official WhatsApp Business API workflows, as well as email sequences, scheduled campaigns and stage-based automations. It also offers digital business cards with QR and NFC sharing, appointment scheduling, landing pages, invoicing and payment links. AI calling can be configured with third-party voice providers, while agencies can manage separate client workspaces and apply white-label branding on eligible plans. KelBrix is aimed at sales teams, small businesses, marketing agencies and other organizations that want lead capture, customer follow-up and sales workflows in one service.

VODOO CRM is a cloud-based customer relationship management and marketing platform for small businesses, freelancers, coaches, online sellers and agencies. It combines contact records and sales pipelines with email and SMS campaigns, visual automation workflows, lead funnels and landing pages, appointment booking, payment collection through Stripe, review requests and online courses. Workflows can start from events such as a form submission, booking, payment, tag change or reply, and can run messages, delays, tasks and conditional steps without code. Agencies can provide client accounts under a customized brand, with subaccounts and centralized billing. Email allowances are included within plan quotas; SMS delivery uses the customer's Twilio account. The service is offered as a subscription, with monthly and annual billing options and plans for individual businesses and agencies.

CRM and project management suite. WiseTeam integrates modern management practices such as: KANBAN, SCRUM, A3, SALES PIPELINE and ITIL. All tasks related to projects, sales and internal activities are planned in one place and monitored in real-time. Tasks are displayed on an interactive KANBAN board. It allows to delegate tasks easily, focus on tasks of the week and always see employees’ future workload. Employees’ time is tracked with little effort, every project has summary information and billing is very simple. Plan a project, its activities, results and budget easily. From now on you can monitor project’s status in real-time and can deliver the results on time, within scope and budget. Monitor not only one project, but whole project portfolio or all company’s projects. Storing information on potential clients and their employees in one place enables you to keep track of your sales opportunities.

Zarina CRM is a premium, self-hosted Customer Relationship Management platform offering a one-time lifetime license. Designed for businesses seeking to eliminate recurring SaaS fees, it guarantees 100% data sovereignty and privacy by running securely on your own server. Scale your team with unlimited users at zero extra cost. Core features include an intuitive drag-and-drop Kanban board for visual sales pipelines, automated email tracking, smart follow-up sequences, and native PDF invoicing with digital signatures. Zarina CRM integrates seamlessly with platforms like WooCommerce, Shopify, Stripe, and WhatsApp. Available in English, Arabic, and Romanian, it features fluid architectures adaptable for specific industries like Real Estate, Medical Clinics, and Field Services. Zarina CRM is the ultimate alternative to expensive cloud CRMs like HubSpot or Salesforce, giving you absolute control over your operational budget and sensitive client data.

Ecollat CRM manages leads, pipelines, and customer relationships for product-led sales and distribution teams. Capture leads with a Chrome extension, track deals on a pipeline, schedule follow-ups on the built-in calendar, and sync Gmail and Outlook so the full communication history stays on the right deal. Workflow automation handles lead nurturing and follow-up sequences. Unlike generic CRMs, it integrates natively with the Ecollat Quotation Tool and Digital Catalogs: quotes generated from live product data attach to the deal, and catalog engagement, such as pages viewed and products opened, appears in the record, so reps know what a prospect cares about before the call. Role-based access covers sales reps, managers, and distribution partners. Built for manufacturers, distributors, and D2C brands in building materials, sanitary ware, hardware, and consumer goods.

Moshtariat CRM is a cloud-based customer relationship management tool for organizing sales leads and tracking deals through a visual, Kanban-style pipeline. It includes configurable deal stages, lead qualification, follow-up reminders, team collaboration, an activity timeline and custom fields to support day-to-day prospect and sales activity. Designed for small and medium businesses, B2B sales teams, growth agencies and real estate agencies, it gives users a visual view of opportunities and their progress through the sales process. WordPress integration and REST API support extend the product's connectivity with websites and other systems. Teams can use Moshtariat CRM to keep customer and opportunity information together, coordinate follow-up and review recent activity across their sales pipeline.

AiEngage CRM is a complete customer relationship management platform designed to help businesses capture leads, automate communication, and close more deals from a single dashboard. Whether you're managing inquiries from your website, Facebook Ads, Google Ads, WhatsApp, or phone calls, AiEngage CRM centralizes every customer interaction in one place. Businesses can automate WhatsApp messaging, email campaigns, follow-ups, appointment scheduling, lead assignment, and sales tracking to improve efficiency and customer experience. The platform includes features such as WhatsApp Business Automation, Shared Team Inbox, Built-in Calling & Recording, Email Automation, Lead Management, Sales Pipeline Tracking, Task Management, Reporting & Analytics, and Workflow Automation.

Riibase is an AI-powered CRM for small and mid-sized businesses. It brings contacts, sales pipelines, email campaigns, invoicing and a helpdesk into one workspace, then adds AI that works on your own data: lead scoring from 0 to 100 with a reason for every score, revenue and cash-flow forecasts by month, quarter or year, and an assistant that answers questions like "which contacts haven't been contacted this month?" in plain English. Industry workflows cover e-commerce, insurance, healthcare, real estate and hotels (with Booking.com integration). Plans start at $19.95/month with a 10-day free trial, no credit card required.

The only business tool you need. Marketing, Outreach, Sales, Project Management, Invoicing - everything from finding a client to getting money to the bank! Outreach, lead generation and enrichment, popups, forms, deals pipelines and automation - everything you need to nail your sals quota! Time Tracker, bug and task tracking, kanban boards, productivity analytics, performance reviews - ace that new project! Invoicing, integration with payment processors, crypto processors, payroll, analytics, accounting - automate day-to-day business processes and focus on what matters.

Askia builds technology to help understand and predict human behaviour. It is the technology partner of choice for visionary market research agencies, including large global networks (Ipsos, GfK, Kantar TNS, BVA, Hall & Partners), mid-sized independents and small agencies with just a handful of employees. Many of these companies have built their research systems around Askia technology, with APIs and automation at the centre. Askia provides software for data collection and reporting as well as professional services. Data Collection: - Online (no cost per complete) - CATI – VoIP, IVR, inbound, monitoring, recording & playback - CAPI (iOS, Android – Mobile/Tablet) – offline interviewing - Mixed-mode (switch-mode) – advanced data collection projects - API integrations (web services) Reporting: - Data processing - Tracker management - Analytics (online and offline) - Tabulation (online and offline) - Dashboards (online)

AutomateNexus CRM is a cloud-based customer relationship management platform for agencies, founders, and small teams. It manages contacts, deals, tasks, projects, quotes, invoices, appointments, marketing campaigns, and support conversations in one workspace. Karrie, its AI co-pilot, answers questions from CRM records, scores leads, and drafts follow-ups; specialist agents handle sales, support, marketing, operations, scheduling, research, and analytics. Teams can automate workflows, review agent actions, and approve customer-facing steps. Features also include reporting, agency workspaces, white-label branding, and a client portal for documents and messages. The platform connects with email, calendar, payment, messaging, automation, and AI services, and offers a REST API and webhooks for custom connections. Use the browser-based app on phones and computers, or install desktop apps for Windows and macOS.

CrmOne is an integrated marketing, sales, support, and CRM solution designed to help small to midsize enterprises acquire, engage, and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of CrmOne include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management, and more. It comes with Free CRM Software, which allows firms to manage and track all activities across customers, leads, and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement, and more.

Scalry combines customer relationship management, marketing tools, sales outreach and AI agents in a cloud workspace for small businesses and sales teams. Users can manage contacts, companies and deals on a pipeline board, while email campaigns, calls, LinkedIn activity and agent actions are recorded on contact timelines. AI sales agents can enroll contacts, send follow-ups and update deal stages using configurable skills, schedules, guardrails and approval queues. The platform also provides AI voice agents, cold-email sequences, email and SMS marketing, landing pages, multi-step funnels with branching and split testing, appointment scheduling, social publishing and analytics. Funnel leads flow into the CRM with campaign tracking data. Plans use monthly credit allowances for AI features, with tools and capacity varying by subscription tier.

Commence, a cloud-based customer relationship management (CRM) software, is ideal for small to mid-size businesses. With Commence, users are able to manage communication with existing and potential customers. Commence features include lead management, marketing automation, customer portal, help desk functionality, reporting, and project management. Commence features marketing automation that allows users to launch targeted campaigns with a customizable budget.

KudosCRM is an AI-powered CRM designed to manage the entire customer journey in one platform—from lead capture and qualification to sales, delivery, invoicing, customer support, and growth. It combines contact management, sales pipelines, deal tracking, forecasting, quotes, e-signatures, project management, invoicing, support tickets, analytics, and workflow automation. KudosCRM helps sales teams capture and score leads, manage opportunities, automate follow-ups, forecast revenue, and track deals from a centralized customer record. Teams can create quotes, manage approvals, collect e-signatures, convert accepted quotes into orders, and streamline invoicing and delivery. Built-in AI features help users draft and reply to emails, rewrite and translate content, summarize customer records, extract information from documents, and add AI-powered actions to workflows. Its no-code workflow builder helps businesses automate repetitive processes and improve productivity.

QoraCRM is a self-hosted customer relationship management plugin for WordPress that helps small businesses, agencies and other WordPress site operators capture and manage website leads. Its form builder collects submissions that can be organized as lead records, while a Kanban board and table view support pipeline tracking, statuses, tags, search and filters. Teams can review lead details, assign ownership and use comments, tasks and activity history to coordinate follow-up, with selected team workflows and advanced capabilities available in Pro. The plugin also supports importing leads and form history from listed WordPress form plugins and CSV or Excel files, and offers an inbound API and outbound webhooks for external workflows. Data is stored in the site's WordPress database rather than a separate CRM cloud. A free Lite plan provides core form and lead-management features; paid Pro features are licensed per domain.

Introducing GlideCampaign - the all-in-one white-labeled marketing app your agency needs to succeed! With GlideCampaign, you have everything you need to capture leads, automate messaging, and track analytics all in one place. Easily capture leads using our landing pages, surveys, forms, calendars, and inbound phone system. Then, automatically message leads through voicemail, forced calls, SMS, and emails. Our platform also includes built-in tools to collect payments, schedule appointments, and track analytics. This makes it easy for your agency to manage all aspects of your client's marketing campaigns in one place. With GlideCampaign, you can easily rebrand the platform as your own and offer it to your clients as a value-added service. It's the perfect solution for any agency looking to streamline its marketing efforts and drive better results for their clients.

VipeCloud is an all-in-one sales and marketing customer relationship management (CRM) solution designed to help small to midsize businesses streamline marketing operations and track sales. Key features include lead generation, prioritization, social sharing, multi-channel communication, engagement analytics, and autoresponder. VipeCloud brings with it the support you need to acquire more customers. With email marketing, marketing automation, and a sales CRM all in one easy to use app, you and your team will rapidly accelerate your growth. Empower your sales team to prioritize the hottest leads with workflow automation and lead scoring. Grow your sales with a simple marketing-to-sales hand-off. Rest easy knowing our industry-leading US-based support team has your back every step of the way.

OnFlow is your one-stop hosted solution for customer relationship management, lead management, project management and marketing automation. Manage your relationships and keep track of everything related to a contact. Easily follow up and monitor leads with custom pipelines. Organize all of your marketing activities in one place using our inbuilt email marketing and marketing automation tools. Manage all of your projects and tasks with ease. Store all of your contacts and their relevant information in a single clear profile. Keep track of active leads with custom pipelines and a clear dashboard. Assign one or more categories to contacts so you can easily and quickly segment your contact list for marketing campaigns. Easily track all time spent on projects tasks and contacts, and generate clear reports to monitor budgets. OnFlow is a hosted solution, which means no worrying about backups, maintenance or uptime.

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.

Bizmated is an all-in-one marketing and CRM platform designed for agencies and businesses to streamline their marketing, sales, and client management workflows. It offers a comprehensive suite of tools, including automated workflows, email and SMS marketing, funnels, landing pages, pipeline management, and reputation management. With Bizmated, users can centralize client communications, manage leads, automate repetitive tasks, and track conversions, all from a single, customizable platform, making it a powerful solution for scaling and optimizing agency operations.

FunnelPool is an AI-powered business automation platform designed to help businesses manage leads, conversations, appointments, marketing, and customer follow-ups in one place. It brings together tools for building websites and funnels, capturing and organizing leads, automating email and SMS campaigns, managing sales pipelines, scheduling appointments, and handling customer conversations. With AI-powered chatbots and intelligent workflows, FunnelPool helps businesses respond to inquiries, automate repetitive tasks, nurture prospects, and manage their customer journey more efficiently. It is built for business owners, founders, coaches, agencies, and service-based businesses looking to simplify their operations and reduce the need for multiple disconnected software tools.

Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.

FlowQi is a powerful all-in-one business management platform that combines CRM, Project Management, and Workflow Automation into one intuitive solution. Designed for SMEs and growing teams, FlowQi helps you streamline your entire business process, reduce complexity, and improve productivity. With FlowQi, you can manage customer relationships, track sales pipelines, organize projects and tasks, and automate repetitive processes—all from one centralized dashboard. Our modular structure lets you start small and scale as your needs grow. Key Features • CRM: Store and manage all customer data, track interactions, and monitor deals in real-time. • Sales Management: Build sales pipelines, forecast revenue, and automate follow-ups. • Project Management: Plan projects, assign tasks, set milestones, and track progress easily. • Task Management: Stay organized with to-do lists, priorities, and deadlines. • Workflow Automation: Save time by automating approvals and notifications