Best CRM Software
Patriot Software is a payroll and accounting platform designed for small and medium businesses. It offers affordable, easy-to-use tools for payroll processing, accounting, time tracking, and 1099 cont...
Features
Bank Reconciliation Custom Invoicing Direct Deposit & Paycheck Printing Employee Self-Service Portal Expense & Vendor Tracking Payment Integration Reporting DashboardJack Ward, Business Owner
Patriot Software is easy, affordable, and reliable with great support, but limited HR tools,
Square is a unified business management platform offering point-of-sale, payments, scheduling, online sales, and team management—built for modern small businesses, freelancers, and service providers.
Features
Appointment Scheduling Customer Directory Financial Services Inventory Management Invoicing & Payments Marketing Automation Online Store Builder
Suralink is a secure audit and client collaboration tool that helps accounting and advisory firms manage document requests, share files, and track engagement progress in real-time. It simplifies audit...
Features
E-signatures Integrations Request List Management Secure File Sharing Security & Compliance Workflow Management Workpaper Suite
FreshBooks is designed for small business owners, freelancers, and service providers to streamline invoicing, expense tracking, time logging, and payments in one place with simple, mobile-friendly, an...
Features
Estimates & Proposals Expense Management Online Payments Project Collaboration Reports & Dashboards Smart Invoicing Time Tracking
Odoo is a comprehensive business app that combines CRM, accounting, inventory, POS, HR, and more, designed to streamline operations for companies of all sizes. Its modular architecture lets you start...
Features
Accounting & Invoicing Custom Workflows HR Management Manufacturing (MRP Marketing Automation Modular ERP Point of Sale (POS)
Kylas CRM is designed for growing businesses that want clarity and control over their sales process without paying per user. Its flat pricing, intuitive design, and flexible workflows make it an attra...
Features
Automated Workflows Custom Fields & Filters Data Import & Migration Support Integrated Calling & Email Lead & Deal Tracking Performance Reports & Dashboards Sales Pipeline ManagementClaire Ward, Business Owner
My experience with Kylas has been mostly positive. It helped us clean up our sales process, assign l...
Less Annoying CRM keeps customer tracking, calendar management, and follow-ups all in one place—without the learning curve, with zero clutter, and no hidden fees.
Features
Calendar Integration Collaboration Tools Contact & Lead Tracking Custom Fields & Filtering Daily Agenda Emails Data Import Support Pipeline Management
Bigin is a pipeline-focused CRM from Zoho, made for small teams that need to ditch spreadsheets without diving into complex CRM setups. It’s lightweight, affordable, and mobile-friendly—no steep learn...
Features
Built-In Telephony Custom Fields & Views Email & Workflow Automation Integrations Multiple Pipelines Visual Sales Pipelines
Brevo, formerly Sendinblue, empowers 500K+ businesses with unified Email, SMS, WhatsApp, Chat, CRM, and AI tools—all from one dashboard.
Features
AI Automation Conversations Hub Customer Data Platform Loyalty & e‑commerce Multichannel Marketing Sales Suite Templates & Integrations
Cosmolex delivers cloud-based tools for law firms. It ends workflow chaos. No QuickBooks or extras needed. Case management merges with billing. Trust accounting ensures IOLTA compliance. Users slash t...
Features
account and financing biilling and payments client engagement firm management
VipeCloud is a CRM and marketing automation platform designed for small to midsize businesses. It seamlessly integrates sales, marketing, and communication tools to help teams grow faster and smarter....
Features
CRM Tools Integrations Lead Automation Multi-Channel Communication
EngageBay is a comprehensive, AI-powered CRM suite designed for small to mid-sized businesses. It integrates marketing automation, sales pipeline management, and customer support into a single, user-f...
Features
AI-Powered Workflows Appointment Scheduling CRM & Sales Automation Email & SMS Marketing Helpdesk & Live Chat Landing Pages & Forms Social Media Suite
Paperflite
smartest way to create custom microsites for sales content and track resultsPaperflite is a sales enablement and content management platform designed to help go-to-market (GTM) teams easily find, share, and track content. It enables personalized content experiences, real-time...
Features
AI-Powered Search (Seek) Analytics Engine Content Streams CRM & Cloud Integrations FliteView QuickSend Secure Sharing
HoneyBook empowers independent businesses (photographers, planners, freelancers, etc.) to streamline client management—everything from leads to payments—all in one branded, AI-enhanced workspace. Trus...
Features
Automations & AI Tools Client Portal Finance & Reporting Integrations Invoicing & Payments Proposals & Contracts Scheduling & Booking
Tripleseat is a purpose-built sales and event management platform designed for restaurants, hotels, and venues of all sizes. It centralizes inquiries, bookings, CRM, payments, and communications to he...
Features
Booking Calendar Email & Messaging Guest Portal Integrations Lead Intake & CRM Multi-Venue Tools Payments & Invoicing
Monday Sales CRM by monday.com is a flexible, no-code customer relationship management tool built to empower sales teams, startups, and client-facing professionals with automation, custom workflows, a...
Features
Customizable Boards Email Sync & Activity Tracking Forecast & Dashboards Integrated Docs & Notes Mobile App Access Sales Automation Seamless Integrations
Durable is an AI-powered website builder and business toolkit that lets users launch a fully functional website including design, copy, and CRM in under 30 seconds. Designed for small business owners,...
Features
30-Second AI Website Generator AI Blog Writer AI Copywriter AI Image Generator Analytics Dashboard Built-in CRM Business Tools Suite
TotalBrokerage
The all‑in‑one brokerage platform: CRM, transactions, marketing, e‑sign, commissions & BITotalBrokerage is a unified platform built for real estate brokerages. It consolidates lead management, CRM, marketing, transaction workflows, e‑signatures, commission tracking, HR, intranet, reportin...
Features
Agent Onboarding & HR Commissions & Accounting E‑Signature Integrations & API Intranet & Messaging Lead & CRM Marketing
RealtyBackOffice is a cloud‑based platform that streamlines real estate brokerage management—combining transactions, agent oversight, commissions, e‑signatures, CRM, and reporting in a single, branded...
Features
Agent Management Brokerage Management CRM E‑Sign & Forms Integrations Security & Access Transaction Management
Yardi delivers a unified SaaS platform for property, asset, and investment management across commercial, multifamily, senior living, self‑storage, and flexible workspace. Featuring AI, energy, procure...
Features
Energy Suite Investment Management Procure to Pay RentCafe Virtuoso AI Voyager Suite Yardi Breeze & Breeze PremierRiley Peterson, Business Owner
My biggest issue with Yardi is that it feels overly complicated for normal daily tasks. Simple thing...
MRI Software (est. 1971) empowers real‑estate professionals with flexible, cloud‑based solutions that streamline property, lease, facility, energy, and investment management.
Features
Asset & Energy Management Open Ecosystem Accounting & Financial Tools Facilities Reporting & Analytics Scalable Tenant & Visitor Portals
SaasAnt Transactions
Supercharge your accounting with cutting-edge automation solutionsSaasAnt transactions automate and simplify bulk data operations—imports, exports, edits, and deletions—for QuickBooks Online and Desktop. It’s built for business owners, bookkeepers, and accountants s...
Features
Auto-create Entities Bulk Export & Clean-up Bulk Transaction Import File Automations Live Edit & Batch Tools Secure & Auditable Smart Mapping & Rules
Spine HR Suite is an integrated platform offering HR and Fixed Asset Management solutions tailored for a wide range of industries. It is designed to handle everything from recruitment to retirement. B...
Features
Document & Asset Management ESS Portal (Employee Self-Service) Loan & Reimbursement Tracking Mobile App (Android available) Payroll Processing & Compliance Recruitment & Onboarding Automation
Paylocity is a cloud-based HR, payroll, and spend management suite built to connect HR, finance, and IT around a single employee record. It replaces disconnected tools with one platform for payroll, b...
Features
Digital onboarding Performance reviews Scheduling tools Talent hiring
BambooHR is a central hub for HR operations, storing employee profiles, contracts, documents, and historical changes, keeping records accurate and audit-ready. For recruiting, I use the built-in ATS t...