Alternatives to MLO Shift
Compare MLO Shift alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to MLO Shift in 2026. Compare features, ratings, user reviews, pricing, and more from MLO Shift competitors and alternatives in order to make an informed decision for your business.
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1
ActiveCampaign
ActiveCampaign
ActiveCampaign is the autonomous marketing platform that transforms how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability and integration with 1000+ apps. With a user-friendly interface and a comprehensive suite of features, ActiveCampaign's platform is powerful, accessible, and designed to scale with your business. It's also easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors. Read our ROI report for methodology -
2
monday CRM
monday.com
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.Starting Price: $10/seat/month -
3
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
4
Close
Close
Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.Starting Price: $19/month -
5
LanderLab
LanderLab
No coding, no server skills needed! With LanderLab, you can create, edit, and publish beautiful and responsive landing pages that convert more in a matter of clicks. Chose from a rich collection of ready to use templates or import your existing landing page as .zip or directly from an URL. Customise images, headlines, call to actions or any other part, with our built in easy to use Visual Editor. Convert every visit into a lead! Create beautiful lead capturing forms or popups that you can embed on your landing page. Integrate your preferred lead management CRM (Mailchimp, Getresponse, etc) and automatically push leads to your campaigns/lists Advanced Visitor Analytics Do not miss important insights about your visitors anymore. With LanderLab’s built in analytics solution your landing pages’s performance is being updated in real time. Track performance (visits, clicks, leads, etc) by Country, City, Device Type, OS, Connection Type, Browser, etc.Starting Price: $49 per month -
6
Mortgage Quest
Market Focus
Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and TwitterStarting Price: $45 per month -
7
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 -
8
MyCRMDashboard Mortgage CRM
Continuity Programs
Meet the simplest residential mortgage CRM software. Gain the key to growing your mortgage business. Drive more services per household with MyCRMDashboard. It’s fully integrated with the most powerful mortgage marketing campaigns and allows you to follow up with contacts effortlessly. The easy-to-use mortgage CRM helps you save time and money with automated campaigns. It also generates mortgage leads, referrals, and testimonials for loan officers. You will realize three times more repeat business and 5+% more referrals. Most importantly, you’ll retain customers for life, while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based mortgage CRM allows each Loan Officer to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead.Starting Price: $29.99 per month -
9
Cimmaron Mortgage Manager
Cimmaron Software, Inc.
CRM Software Built for Mortgage Professionals. Leverage an extensive set of original marketing content. Ready to use pre-built drip campaigns. Reach out to your clients and referral partners with two monthly newsletters. Use two-way texting to communicate with your contacts. From birthdays and milestones to all the major holidays, Cimmaron has you covered with ready-to-go eCards. Create and deliver videos in your e-mail marketing. Co-branded marketing made easy. Track and measure performance using open rates, click-throughs, conversions, etc. Centralized marketing - one user can easily handle marketing for the entire branch or organization. Integration with all major lead providers and predictive dialers. Create custom business rules to distribute leads. Automated lead distribution with notifications to your mobile app or desktop. Create shark tanks and automatically redistribute leads based on user response times. -
10
Unify CRM
Unify
All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients -
11
Lendware
Lendware
Lendware is the modern all-in-one CRM platform for mortgage professionals — helping you streamline your processes to close more deals, scale your operations, and increase ROI. Supercharge your loan origination process with Lendware's lead conversion tools, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Lendware's Mortgage CRM automation streamlines your processes, improves client relationships, and increases lead conversion rates through intelligent workflows and data-driven strategy. Lendware's marketing suite includes comprehensive tools that maximize lead generation and improve client engagement — boosting conversion rates and growing your loan portfolio. Lendware Predict adds AI-powered propensity modeling to identify which contacts are most likely to transact next. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? All activity in one place. -
12
Mortgage iQ
CRMnow
Intuitive. Smart. Complete. Mortgage iQ takes your business to the next level. Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders. We've got you covered. Our CRM Platform includes serious firepower to serve the needs of all of your organization's departments. Mortgage iQ CRM improves your efficiency. Leverage the power of Mortgage iQ's list management capabilities to drive focus and attention on the relationships that matter. Let Mortgage iQ do the driving. Our team will assist you in configuring strategic touch point campaigns or "tracks" for borrowers, transactions, Realtors and other Partners in your database. Create Beautiful Templates for high impact. Our powerful yet easy-to-use Template Editor provides the tools to create great-looking emails that you can use for drip campaigns, mass emails or single use. Top Originators Demand it. So should you. -
13
Surefire CRM
Top of Mind Networks
Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems -
14
Market Quest For Insurance
Market Focus
Market Quest a sophisticated yet accessible to use database marketing and customer management software, It helps to increase your sales, gives you the edge versus your competitors while being organized, Market Quest can send E-cards, newsletters, videos and more customization is available. Market Quest can integrate into your website to grab all entry forms and assign it to a sales professional. And not lose that lead and build customer loyalty thus help generate future referrals. Our marketing automation is designed for busy sales professionals and marketing departments who want to increase their marketing with the least amount of effort. All that is needed is to simply add people to the database and they automatically receive newsletters, birthday ecards, holiday and seasonal ecards, and other drip marketing campaigns. This advanced automation can be done for individual sales professionals or groups of sales professionals. -
15
Teknovate CRM
Teknovative Solution
Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. Never forget any follow-up by our personalized task reminder dashboard. Automatically Assign leads to the appropriate salesperson based on area or product/service and manage it effectively. Reduce time in follow-up by our marketing automation & auto-follow up the system. Reduce tasks & Increase the performance of your employees. Increase leads conversion ratio by automated, Targeted & constant follow up. Get Live and most advanced reports by Our BI Reporting dashboard.Starting Price: $10 -
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Platformax
Platformax
Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.Starting Price: $9.99 per month -
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Dquip
Dquip
A powerful CRM to help you know all your showroom visits, bookings, vehicle sales, loans & payment schedules. Set sales targets for your company revenue-wise for a month, quarter, half-year, etc. Set, track and monitor sales targets for your business and banking sales team members respectively. Monitor & manage the sales performance of your business and sales teams. View the status of each follow-up and prioritize leads to get more account openings faster. See the condition of each lead follow-up & prioritize accordingly to sell more, faster. -
18
Jumplead
Jumplead
Convert visitors into leads and nurture them into customers. Landing pages and forms. Email marketing. Marketing automation. Lead Management. Live chat & Messaging. Generate and nurture more leads, all the tools you need to grow your business. Boost your website's lead generation by combining lead forms, overlays and landing pages with follow up automations. Every day, potential customers pass through your website as they research their next purchase. But it's not until a dialogue is opened that either you (or a competitor) has the opportunity to shape the conversation that informs their buying decision. Lead forms integrated with your existing website content and used in overlays help convert visitors across your website. Landing pages used in combination with PPC and social campaigns. Follow up automatically with email nurture sequences designed to bring your leads back again and again.Starting Price: $49 per month -
19
iGenflow
iGenflow
iGenFlow is an AI-powered workflow recording and documentation tool that automatically captures user actions on the web and transforms them into structured, easy-to-follow guides in real time. After installing the browser extension, users simply click “start recording,” perform a task as usual, and the system intelligently tracks interactions such as mouse clicks, keyboard input, and page navigation paths. It then converts these actions into a clear, step-by-step guide with screenshots and written instructions, producing a complete visual SOP without manual effort. The generated documentation is organized into readable sections, combining text and images to create “foolproof” tutorials that others can quickly understand and replicate. It also allows users to edit, add, or remove steps, refine instructions, and optimize the final output before sharing. Guides can be published as online documents, shared via link, or exported into formats such as PDF, PPT, Word, or Markdown.Starting Price: $10 per month -
20
Twenty7tec
Twenty7tec
Twenty7Tec is a fintech platform designed to streamline and digitize mortgage, wealth, and protection advice processes for advisers and lenders. Its core offering, CloudTwenty7, bundles a modular suite of tools that includes mortgage and loan sourcing, application submission, CRM, B2C lead-engagement features, and data analytics/insight capabilities. It lets advisers search and compare mortgage, secured loan, bridging loan, and equity-release products using lender criteria and affordability checks, while the apply module enables submission of Decisions in Principle or full mortgage applications directly from the same platform, eliminating duplicate data entry and manual reconciling of multiple systems. It supports client and case management, communications, and compliance tracking. For lenders and product providers, Twenty7Tec offers analytics and product-distribution tools, plus advertising modules to market mortgage products. -
21
FlowUp
FlowUp
Its easy-to-use interface was built to save teams time while converting more leads. Continue the conversation with follow-up automation. From customized workflows to always-on auto responders, your team will never miss a message. FlowUp makes the follow-up flow naturally and across multiple platforms. Follow up with prospects across Voice, Ringless Voicemail and SMS channels for better response rates and increased sales. Take your drip campaign further than the email inbox. With FlowUp, you can build an engaging, trigger-based customer experience for every situation across multiple marketing channels. Incorporate Text, Voice and Ringless Voicemail touchpoints into your onboarding, follow-up, and support processes. Stay connected with your leads every step of the way. FlowUp is equipped for inbound communication and lets you communicate with leads around the clock, even while you’re clocked out.Starting Price: $0.02 per minute -
22
RouteThis
RouteThis
Our platform empowers agents and customers with automatic home network diagnostics and easy-to-follow troubleshooting steps — so they can find the root cause of WiFi connectivity issues and reach a resolution on the first try. The RouteThis Discovery App leverages the customer’s mobile device to collect deep insights into the home network’s configuration and environment, and automatically identify the root cause of potential WiFi problems. The RouteThis Dashboard is a single tool that provides agents with real-time insight into the customer’s home network, gives them easy-to-follow instructions on how to remedy the issues identified, and empowers them with the tools to resolve them remotely. Part of the RouteThis Discovery App, RouteThis Self-Help empowers customers with step-by-step instructions on how to resolve the specific problems identified on their home networks. -
23
BrokerIQ
TradeCore
The CRM tool specifically designed for finance, allowing you to acquire, convert, retain and monetize. Keep track of leads, and easily onboard clients. Thorough client overview allows for actionable communication. Make your KYC checks quick & easy. Leading eKYC providers are natively integrated. BrokerIQ’s KYC-based client statuses allow for effortless management and clear overview. Access fully logged KYC and document checks through exportable, dedicated reports. BrokerIQ supports integrations with all major PSPs. You get to pick who will be processing your payments. All transactions, internal and external, are recorded in BrokerIQ, giving you a complete picture of your business. Automate bonuses based on flexible client segment configurations, and bonus amounts, fixed, or percentage based with limits. BrokerIQ is integrated with industry-leading trading platforms. Keep the platforms you have, and easily expand to new ones. -
24
AdLantern
AdLantern
View your set budget for the current month to plan out your daily distribution and goals. Set your monthly target spend, and let us automatically adjust your daily campaign spend. Evenly distribute your montly advertising budget with options to customize specifics. Compare actual vs. expected spend to determine ahead, behind, or on-pace status. Whether you need to customize the days you post on, or you need a solution for different types of ad campaigns, you're covered. You’ll use our Sync page to import your client accounts and ad campaigns into AdLantern. When you sign into AdLantern for the first time, you’ll find youself on the Sync page. We have easy-to-follow instructions there that will walk you through the steps you need to take to set AdLantern up with your existing Google Ads account. Once you follow the steps, you’ll see your client accounts populate on the Sync page, as well as in the left navigation bar.Starting Price: $99 per month -
25
Revo Mortgage Collaboration
Revodoc
Lack of comprehensive technology platform that will help your mortgage team to consistently and systematically convert more leads to sales. Losing sales opportunities from leads and pre-approvals due to missed customer follow up. No technology to handle the deal flow from lead to pre-approval to approval live deal, continuing through mortgage process and workflow, conditions and documents management, to mortgage funding and sales reporting, and after sales service all on one single platform. No available enterprise featured technology that scales and grows with your business at low cost. Revo will help you increase revenue by converting more leads to sales with advanced leads & pre-approvals management. Revo will enhance the potential customer experience with your customized contacts, relevant and timely communications that supports their buying decision with you.Starting Price: $24.95 per user per month -
26
LeadSender
LeadSender
LeadSender is a web-based lead delivery tool for businesses and agencies using Facebook and Instagram lead ads. It routes new form submissions to connected CRMs, email marketing platforms, spreadsheets, messaging destinations, or webhook endpoints. Users connect a Facebook Page, choose lead forms and destinations, and map responses to destination fields, including custom fields. Documented destinations include GoHighLevel, HubSpot, Salesforce, Pipedrive, Zoho CRM, Follow Up Boss, Google Sheets, Airtable, Mailchimp and ActiveCampaign. The service can send a single form's leads to multiple destinations and issue email, SMS, WhatsApp, Telegram or Slack notifications. Agencies can manage multiple Pages and client accounts. LeadSender is intended for marketers, agencies, real estate teams and other businesses that collect prospects through Meta lead forms and need submissions delivered to existing sales or marketing systems.Starting Price: $9.99/month -
27
ISOhub
Impact Techlab
ISOhub is a purpose-built CRM platform for independent sales organizations (ISOs) and sales agents in the payment processing industry. It streamlines merchant management, sales team oversight, lead tracking, onboarding, and residual commission calculations within a single solution. The platform’s executive dashboard delivers real-time insights into processor volume, revenue, attrition, and agent performance, helping ISOs optimize operations and scale efficiently. With automated residual mapping, support ticketing, and historical revenue tracking, ISOhub reduces manual work while ensuring accuracy and transparency. Its intuitive design allows agents to manage referrals, pre-app processes, and pricing tools effortlessly. More than software, ISOhub acts as a strategic partner for ISOs looking to simplify workflows and achieve long-term growth. -
28
Fosber ProCare
Fosber
ProCare is Fosber’s computer-based maintenance and diagnostic system. The program utilizes a fixed console and tablet to display information for machine procedures and advanced data monitoring. The maintenance intervals are automatically flagged to be completed based on time span (example: weekly), amount of product made (example: lineal feet) or number of sequence occurrences (example: cuts made). The system monitors upcoming and completed maintenance items and illustrates the relevant step-by-step procedures through easy-to-follow videos and instructional photos. The ProCare system is modular, flexible, expandable, and can be configured to individual plant requirements. -
29
Woorise
Woorise
Woorise is the easiest way to create viral giveaways & contests, landing pages and engaging forms such as surveys and quizzes. Woorise helps small businesses connect with an audience, collect leads, and close sales. It's an ideal tool for businesses and e-commerce brands that want to increase sales and interest in their products. Woorise integrates with popular marketing platforms such as Mailchimp, Aweber, ActiveCampaign, Hubspot, Google Analytics, Bitly, Zapier, PayPal, Stripe and many more.Starting Price: $29/month -
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GlideCampaign
GlideCampaign
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.Starting Price: $79 per month -
31
SalesPage
SalesPage Technologies
Experience, technical strength, industry knowledge, and collaboration with a strong client community—these set SalesPage apart as the best partner for asset management distribution. For over 20 years, we’ve helped asset managers use data to drive their distribution strategies. Leveraging SalesPage’s distribution data platform, solutions, and services, our clients more effectively target their prospects and manage their business. We provide asset managers with industry-leading solutions and services, and our SalesPage client community is a true driver of our value proposition. We don’t believe that one size fits all. Our family of products provides solutions for asset managers with varying requirements. The SalesPage family of products shares the same vision, which is to help asset managers distribute more intelligently. What differentiates them is what they specialize in and how they can help you. -
32
Method:CRM
Method Integration
Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.Starting Price: $25.00/month/user -
33
MyLeadDashboard
Continuity Programs
Meet the real estate industry’s simplest CRM software. Gain the key to growing your real estate business with MyLeadDashboard. Fully integrated with the most powerful multi-year client follow-up campaigns, MyLeadDashboard allows you to keep in touch with clients and contacts effortlessly. The easy-to-use marketing CRM was designed to save you time and money with automated campaigns that generate leads, referrals, and testimonials. You will realize three times more repeat business and 5+% more referrals. The system is designed to help you retain customers for life, all while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based CRM allows each real estate agent to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead. -
34
Simple Sales Tracking CRM
Simple Sales Tracking
Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts. Simple Sales Tracking was born out of a need that existed within our own sales team. Back in 2005 we tried a number of crm sales tools that were available, but each crm proved either too complex to use, difficult to learn, expensive or a combination of the three. Keep all your important files together and easily accessible by your entire team. The files can also be associated to your Sales and Contacts for quick retrieval. Keep on top of your to-do’s. A fully featured task management system that is also integrated within the Contact and Lead Management features. Forward any important email message to your personalized email address and it will automatically be stored in the system. In addition, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two will be created.Starting Price: $15 per user per month -
35
Conformio
Advisera
With Conformio, you can comfortably manage your ISO compliance through easy-to-follow steps and over 40 audit-ready documents. We have helped over 6,000 companies get certified for ISO standards, so we understand how to get this done quickly and efficiently. As the world’s leading company for ISO resources, we know how to help you without breaking the budget. We have the world's best industry experts, who will help you throughout the process to prevent you from getting off track. Our solution includes direct support from the experts, training, and other resources to ensure that you move through the process effortlessly. ISO 27001 certification can be complex, and many tools are hard to use. We have used our deep expertise to package only what you need into an intuitive, modern, and focused solution to ensure that you can guide yourself through the entire process. Use our step-by-step process to help you know where to start, whom to include, and how to finish quickly.Starting Price: $999 per year -
36
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. -
37
Stiddle
Stiddle
The World's Easiest Approach to Social Media Advertising. Powered by Artificial Intelligence, Stiddle can outperform ad agencies for a fraction of their price using your favorite platforms! Stiddle is everything you need to create full-funnel ad campaigns. Stiddle’s AI-powered targeting gives you the highest-converting audiences for your ads. Stiddle will automatically allocate your AdSpend based on the performance of your campaigns. Choose between our high-converting offers, generated just for your campaign. View and manage all your leads and customers in Stiddle. Use the easy drag n’ drop editor to customize your landing page (no need for any code). Customize analytics dashboard through selecting metrics that are important to you. Download our mobile IOS and Android app to view your campaign performance and analytics. Create easy retargeting campaigns with saved audiences made up of leads who didn’t convert the first time around.Starting Price: $57 per month -
38
Chatabox
Werkflo Software Solutions Pty Limited
Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly starting from $6 AUD dollars with seamless workflow and automation features to simplify the sales and lead management process. The software has an array of features include tracking and sharing contact emails, attachments, appointment, customer relationships, marketing, leads generation, storage, quotes and proposals, invoicing with customisable dashboards plus more. Access the right information at the right time from anywhere, whether you're at your desk or in the field. Rely on our proven efficient and intelligent platform designed to integrate and scale with your needs. Lower costs, reduce errors, and improve productivity with efficient processes that fit your requirements.Starting Price: $0 (free version) -
39
leadpops
rebel IQ
leadpops by rebel IQ develops lead generation technology and marketing solutions for mortgage brokers, loan officers, Realtors, and insurance agents that are sick and tired of spending money on marketing that doesn’t work like it should. While most other companies build websites and landing pages that serve as “online brochures” with little or no thought as to how to convert your traffic into leads, our team focuses on creating digital experiences and lead conversion tools that entice potential customers to take action. You can’t do business with clicks. Getting a bunch traffic without converting leads is like running the A/C and leaving all your windows down, but a LOT more costly. As the only Conversion as a Service (CaaS) platform serving the mortgage, real estate, and insurance industries, we help our clients increase sales by converting their anonymous web visitors and into tangible, qualified leads. -
40
ConvergeHub
ConvergeHub, Inc.
ConvergeHub is the all-in-one CRM built to accelerate revenue from pipeline to paycheck. Designed for businesses of all sizes—from small startups to enterprise-grade organizations—it unifies Sales, Marketing, Support, and Billing into one powerful platform. Your teams can attract leads, close deals, support customers, and get paid faster—all from a single, streamlined workspace. With robust automation, deep customization, and a 360° customer view, ConvergeHub helps you manage every stage of the customer lifecycle and drive scalable growth without switching tools. Highlights: 360° customer view with omnichannel touchpoints Built-in campaigns, quotes, invoices, and support cases Custom dashboards, automation, and reporting tools Integrates with QuickBooks, DocuSign, RingCentral, Office365, Zapier, and moreStarting Price: $59 per user / month -
41
LeadLocate
LeadLocate
LeadLocate is an all‑in‑one automotive lead generation and CRM platform that empowers car dealerships and sales professionals to capture, qualify, and convert exclusive buyer and seller leads in real time. The system delivers inbound and seller leads within defined geographic zones as soon as they’re generated and applies a proprietary three‑point quality test, locality, valid contact details, and active purchase intent, to ensure high conversion potential. Advanced automation tools streamline prospecting and follow‑up across SMS, email, ringless voicemail, and voice calls, while built‑in CRM features include customizable lead capture forms, marketing templates, referral programs, mobile push notifications, desk tools, and an AI‑powered follow‑up assistant. Leads can be routed into existing CRM systems via standard XML ADF integration, and account personalization tailors lead streams to local market needs.Starting Price: Free -
42
eMaximation
eMaximation
eMaximation's easy-to-use sales and marketing software helps you capture, qualify, and convert more leads into sales. eMaximation's lead management and marketing automation software allows companies to grow their business by easily capturing, contacting, qualifying, and converting more leads into sales. We make it easier to manage your sales team and marketing campaigns while also increasing efficiency and production, with proven methods working with small emerging businesses to global Fortune 500. Take a look at our features below and contact us here to set up a demo. Automatically capture and distribute incoming leads to ensure quick follow-up and get the right leads to the right team members. Intelligently identify prospect lead scores based on custom business rules for lead qualification and follow up, and automatically prioritize and queue up activity lists for sales team members. -
43
ProfitBuilder
IM Success Center
Discover the Easiest Way to Build Awesome Landing Pages Fast, Generate High-Quality Leads, Convert Visitors & Dramatically Increase Revenue. Build Great Landing Pages Fast & Get More Conversions. With 100s of new features, incredible improvements, tweaks & much more... It's a marketers dream! Our new drag & drop builder turns you In to a marketing master FAST with ZERO coding or design skills. just click, drag and GO! Start with one of our high-converting, gorgeous, mobile-optimized templates & customize them to make them your own. Our new funnel builder helps you create opt-in funnels, sales, webinar, membership funnels and more and track your success. Businesses large, small and new trust ProfitBuilder to take control of their marketing and get better results and scale revenue. Your landing pages will look FANTASTIC automatically on any device, capturing leads from everywhere for your business. Optimize, test and track your conversions with our powerful split-testing engine. -
44
Revenue Grid
Revenue Grid
Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring best results, deals at risk, and steps with the greatest impact. Guided selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. Our philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in the best position to win by having complete visibility into the pipeline, deals, and team activity, gaining a better grip on the sales process, automating routines, and giving reps the power to push deals through the funnel and getting guidance on deals and engagement as easy-to-follow, proactive Signals based on AI-analysis, complete communication data, and teams’ own sales processes and playbooks. Know the status of every deal, what happened before and what’s going to happen next. -
45
KickoffLabs
KickoffLabs
Setup viral contests in minutes! Go beyond landing pages. Quickly and easily setup giveaways, sweepstakes, and product launches where fans earn points and rewards for referring friends and promoting your brand! Over 40 million leads have been collected with KickoffLabs viral marketing campaigns! Leads unlock rewards by referring friends using their unique links and reaching referral milestones. Leads earn additional entries and increase their odds of winning by following your brand or referring friends. Don't just drive leads. Drive sales and reward true fans that refer buyers! Leads earn points and move up the leaderboard by referring friends, following your brand, or taking other social actions. Generate word of mouth by encouraging people to move up the waitlist as they refer friends and earn points in your contest. Deliver a simple instant download in exchange for someone joining your email list. Generate leads by giving away coupons, vouchers, and other unique codes.Starting Price: $29.00 per month -
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Masterdigm CRM
Will2Design
There are so many CRMs, real estate websites designers, etc. that are now making up the landscape. Basically everyone is a Jack of all trades but Master of none! Masterdigm Real Estate CRM Solution changes that Paradigm! Masterdigm is a fully featured CRM with WordPress-integrated websites, Property Management within the CRM, etc. You can even share leads within the platform and outside your accounts. This is a great way to get referral dollars because the leads you share to others are tracked throughout the CRM! HTML5, Retina ready, Responsive theme WordPress sites. The site is also fed properties from the CRM. We work to build the nicest ones with SEO in mind. Let’s talk! You can dominate your geolocation! We made this Masterdigm system specifically for you! Imagine sharing leads with your team and NEVER losing site of it! Make sure all your leads are on a campaign and a follow up step. -
47
FastPages
FastPages.io
The next generation landing page builder. The world has become mobile. Page builders should be too. Dozens of integrations are available to connect to in just a few simple clicks. You can integrate with services such as MailChimp, ActiveCampaign, and Zapier. The editor is very easy to use and you can create pages amazingly fast. Simply add sections and elements and you’re good to go. You can publish your campaigns with just a simple click. You'll get a URL that shows your campaigns and if you'd like, you're able to connect your own domains using DNS. Get started with FastPages in just a few clicks! By optimizing our architecture on more than 90+ points and feedback from Google Pagespeed insights, we guarantee you the fastest landing pages on the market. We're proud that we provide an average pageload of just 1/4th-second!Starting Price: $49 per user per month -
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Raven by TapClicks
TapClicks
Spend less time sorting through data. Our research tools surface only the most relevant and valuable insights to strengthen your digital strategies. Empower sales team with ready SEO / SEM analysis and market insights faster to build trust, shorten sales cycles, and close more deals. Save hours on platform training. Effortlessly perform analysis, identify trends and track your campaign progress with comprehensive data visualization. Detect, prioritize, and resolve technical SEO issues at the speed of search. Automate your regular SEO audits to uncover and eliminate site errors with an easy-to-follow checklist to prevent on-page SEO issues from interfering with user experience. Find competitors keywords, ad copy, landing pages, and reveal their conversion tactics to level-up your search marketing strategies. Raven’s proprietary scoring index helps you to leverage on competitors’ profitable ad copy and keywords testings and learn from their mistakes. -
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Kyvio
KV Technology
Kyvio helps you turn your superpowers into profits, without worrying about technical distractions! Quickly and easily create profitable membership websites, sales funnels, lead generation funnels, set up your email marketing and much more. You need to have a product for sale first - it could be a digital product or a physical product. Customers need to go through the sales funnels that ultimately leads to making a purchasing decision. You need a secured area where customers will receive their product. You need to maintain a relationship with your customers and follow up with more offers. It's simple, it's easy and you'll love it! And if you don't - we have 100% guarantee and you can leave anytime you want. Easily create beautiful landing pages and convert sales funnels. You don't need programming skills anymore to build website pages. With Kyvio, you can build and design pages like a real pro. -
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Binom
Binom
A tracker is the affiliate marketer’s main tool. It defines your results. Eliminating tracking errors is crucial: due to slow redirects you lose ROI, and an inconvenient interface leads to time loss. By choosing Binom you will get unique advantages and stay ahead of your competitors. Earn more with advanced traffic distribution! Binom knows how to send a click to a landing page that a user has not seen yet, and to which offer the user has not yet converted. Become more profitable increasing your frequency caps! With Rotations you can conveniently change the distribution weight for any campaign. Earn more by sending users to landing pages or offers which he hasn’t seen yet. With the help of our powerful filter system, data analysis and decision making becomes as easy as never before.Starting Price: $69 per month
