---
description: Discover the best Sales Force Automation Software in New Zealand. Compare top Sales Force Automation Software tools with customer reviews, pricing and free demos.
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title: Best Sales Force Automation Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Sales Force Automation Software

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## Products

1. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (7003 reviews) — Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and ma...
2. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (744 reviews) — Bigin is an AI-powered, pipeline-centric CRM built and priced for small businesses. It brings leads, deals, and every...
3. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18812 reviews) — Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, m...
4. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4491 reviews) — HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey....
5. [Pipedrive](https://www.softwareadvice.co.nz/software/321306/pipedrive) — 4.5/5 (3062 reviews) — Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipe...
6. [ActiveCampaign](https://www.softwareadvice.co.nz/software/5398/activecampaign) — 4.6/5 (2570 reviews) — ActiveCampaign is a cloud-based marketing and sales automation platform serving small to mid-sized businesses through...
7. [NetSuite](https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2077 reviews) — NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and ...
8. [Nimble](https://www.softwareadvice.co.nz/software/4225/nimble) — 4.4/5 (1868 reviews) — Nimble is your AI-driven CRM for smarter email marketing, engagement, and business growth. We help small businesses, ...
9. [Odoo](https://www.softwareadvice.co.nz/software/77019/odoo-pos) — 4.2/5 (1334 reviews) — Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of compani...
10. [Keap](https://www.softwareadvice.co.nz/software/139060/infusionsoft-crm) — 4.1/5 (1299 reviews) — Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship manageme...
11. [PandaDoc](https://www.softwareadvice.co.nz/software/144409/pandadoc) — 4.5/5 (1260 reviews) — PandaDoc is a cloud-based document workflow solution that serves businesses of all sizes — from freelancers to large ...
12. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (1005 reviews) — Bitrix24 is an all-in-one workspace platform that helps businesses across legal, retail, real estate, restaurant, tra...
13. [Act\!](https://www.softwareadvice.co.nz/software/3259/act-crm) — 3.9/5 (937 reviews) — Act\! is a Customer Relationship Management (CRM) and Marketing Automation platform designed for small and medium-size...
14. [EngageBay CRM](https://www.softwareadvice.co.nz/software/83835/engagebay) — 4.6/5 (912 reviews) — EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and custo...
15. [Marketo Engage](https://www.softwareadvice.co.nz/software/21522/marketo-engage) — 4.3/5 (716 reviews) — Adobe Marketo Engage is a marketing automation platform powered by artificial intelligence. It supports B2B marketing...
16. [Apptivo](https://www.softwareadvice.co.nz/software/215896/apptivo) — 4.4/5 (708 reviews) — Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions includin...
17. [Less Annoying CRM](https://www.softwareadvice.co.nz/software/5759/less-annoying-crm) — 4.8/5 (659 reviews) — We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owne...
18. [Netskope One Platform](https://www.softwareadvice.co.nz/software/2667/insightly) — 4.0/5 (656 reviews) — Netskope One Platform is a cloud-based security and networking solution built for enterprise organizations across fin...
19. [Salesforce Marketing Cloud Account Engagement](https://www.softwareadvice.co.nz/software/145021/pardot) — 4.1/5 (650 reviews) — Pardot, a Salesforce company, is designed for organizations that primarily focus on business-to-business (B2B) sales ...
20. [Nutshell](https://www.softwareadvice.co.nz/software/4949/nutshell) — 4.4/5 (625 reviews) — Nutshell is a comprehensive sales, marketing, and engagement platform designed to help B2B organizations collaborate ...
21. [Freshsales](https://www.softwareadvice.co.nz/software/113796/freshsales) — 4.5/5 (623 reviews) — Freshsales is a cloud-based CRM solution that helps B2B and B2C sales and marketing teams manage contacts, automate w...
22. [Copper](https://www.softwareadvice.co.nz/software/63221/copper) — 4.4/5 (622 reviews) — Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads \& grow ...
23. [Pipeline CRM](https://www.softwareadvice.co.nz/software/5753/pipelinedeal) — 4.3/5 (621 reviews) — Pipeline CRM: The \#1 Sales-Focused CRM for Predictable Revenue Pipeline CRM is designed by salespeople, for sales tea...
24. [Tidio](https://www.softwareadvice.co.nz/software/157633/tidio-chat) — 4.7/5 (590 reviews) — Tidio is a complete customer support software suite combining a help desk, live chat, chatbot automation, and a conve...
25. [Gong](https://www.softwareadvice.co.nz/software/75783/gong) — 4.8/5 (561 reviews) — Gong is a cloud-based revenue intelligence platform built for B2B go-to-market teams across technology, media, teleco...

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## Related Categories

- [Sales Engagement Platforms](https://www.softwareadvice.co.nz/directory/4071/sales-engagement/software)
- [Field Sales Software](https://www.softwareadvice.co.nz/directory/4475/field-sales/software)
- [Field Service Management Software](https://www.softwareadvice.co.nz/directory/4540/field-service/software)
- [Sales Tracking Software](https://www.softwareadvice.co.nz/directory/3590/sales-tracking/software)
- [Lead Management Software](https://www.softwareadvice.co.nz/directory/1682/lead-management/software)

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| en | <https://www.softwareadvice.com/crm/sales-force-automation-comparison/> |
| en-AU | <https://www.softwareadvice.com.au/directory/254/sales-force-automation/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/254/sales-force-automation/software> |
| en-IE | <https://www.softwareadvice.ie/directory/254/sales-force-automation/software> |
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Zia, Bigin's built-in AI, drafts and summarizes emails, summarizes records and WhatsApp threads, and runs Zia Agents that handle replies, spot cross-sell opportunities, and analyze lost deals. MCP support connects AI tools like Claude to your data.\n\nBigin offers four editions - Free, Express, Premier, and Bigin 360, with paid plans from $7/user/month. 25+ ready-made CRM templates available and setup takes 30 minutes. Apps for iOS, iPadOS, Android, and macOS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/174f7c9f-e410-4b75-800e-4eaefb5058f9.png","url":"https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm","@type":"ListItem"},{"name":"Salesforce Sales Cloud","position":3,"description":"Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports.\n\nIntegration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more.\n\nThe Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization. \n\nSalesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance. \n\nSalesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels.\n\nSalesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f11ea590-5812-4ce0-a108-3837d065513d.png","url":"https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud","@type":"ListItem"},{"name":"HubSpot CRM","position":4,"description":"HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey. It caters to a broad range of clients, both in the B2B and B2C sectors, and is versatile enough to suit various industries. The platform provides a wide array of functionalities, including marketing, sales automation, management of the sales pipeline, managing customer relationships, tracking emails, and organizing contacts and leads among others.\n\nHubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights. \n\nHubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers.\n\nHubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f94dcf3a-e9ef-4673-80a0-d25bd50a393d.png","url":"https://www.softwareadvice.co.nz/software/1854/hubspot","@type":"ListItem"},{"name":"Pipedrive","position":5,"description":"Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features.\n\nPipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f2e2e04e-14be-474e-8d90-7162080c28b0.png","url":"https://www.softwareadvice.co.nz/software/321306/pipedrive","@type":"ListItem"},{"name":"ActiveCampaign","position":6,"description":"ActiveCampaign is a cloud-based marketing and sales automation platform serving small to mid-sized businesses through enterprise organizations across ecommerce, retail, education, fitness, food and beverage, SaaS, agencies, non-profits, and franchise operations. It is accessible via web browser and mobile app on iOS and Android.\n\nCore features include email marketing with a drag-and-drop designer, 900-plus pre-built automation workflows, multi-channel messaging via SMS and WhatsApp, a built-in CRM with pipeline management, landing page builder, contact segmentation, A/B testing, site tracking, custom reporting, and over 1,000 third-party integrations including Salesforce, Shopify, and Stripe.\n\nAI tools generate complete email campaigns from brand guidelines, build automations from plain-language descriptions, predict optimal send times per contact, surface high-value audience segments, and forecast deal close likelihood within the CRM. Customer data is not used to train AI models.\n\nFranchise and multi-location businesses are supported through ActiveCampaign HQ. HIPAA support is available on Enterprise plans. Pricing is contact-based with no setup fees, starting at $15 per month. A free 14-day trial and free migration assistance are included. Support is available through email, live chat, and a knowledge base.","image":"https://images.g2crowd.com/uploads/product/image/50828ef2b93af30b29edd9061533c3b9/activecampaign.jpg","url":"https://www.softwareadvice.co.nz/software/5398/activecampaign","@type":"ListItem"},{"name":"NetSuite","position":7,"description":"NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises.\n\nNetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights.\nNetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management.\n\nThe platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics.\n\nNetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/76ba5be7-e39f-481e-9045-7c45d7cf6d39.png","url":"https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition","@type":"ListItem"},{"name":"Nimble","position":8,"description":"Nimble is your AI-driven CRM for smarter email marketing, engagement, and business growth.\n\nWe help small businesses, entrepreneurs, and teams nurture relationships, streamline outreach, and grow faster — all from one simple platform.\n\nNimble integrates with Microsoft 365 and Google Workspace to unify your contacts, conversations, and calendar. Use built-in email marketing and customizable web forms to capture leads, send targeted outreach, and manage relationships — without the complexity or cost of traditional CRM stacks.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0a460f98-bfe9-4de9-a3b8-9d1a269fb560.png","url":"https://www.softwareadvice.co.nz/software/4225/nimble","@type":"ListItem"},{"name":"Odoo","position":9,"description":"Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of companies of all sizes. It offers a wide range of integrated apps that cover various business functions, from CRM and sales to inventory and accounting. One of the standout features of Odoo is its modular architecture, which allows businesses to start with a few apps and add more as needed. This scalability ensures that the platform can grow with the business, providing a seamless experience across different business functions.\n\nThe Customer Relationship Management (CRM) module helps businesses manage leads, opportunities, and customer interactions efficiently. It includes a visual sales pipeline that aids sales teams in tracking progress and managing their sales activities effectively. In terms of sales and invoicing, Odoo allows businesses to create and send professional quotations quickly. The platform supports automated invoicing, recurring invoices, and payment follow-ups, streamlining the billing process.\n\nOdoo's inventory management capabilities are robust, offering real-time tracking to help businesses maintain optimal stock levels and reduce waste. The platform includes advanced warehouse management features such as multi-warehouse support, barcode scanning, and automated replenishment. In the realm of accounting and finance, Odoo automates various tasks including bank reconciliation, expense tracking, and financial reporting. It also supports multi-currency transactions, making it suitable for businesses with international operations.\n\nThe Human Resources (HR) module helps businesses manage employee information, attendance, and leave requests. It also includes recruitment tools that streamline the hiring process, from job postings to candidate evaluation. For project management, Odoo allows businesses to create and assign tasks, set deadlines, and track progress. The platform includes collaboration tools such as document sharing and team messaging, enhancing team productivity.\n\nOdoo's e-commerce capabilities are extensive, providing tools to create and manage an online store, including product catalog management, payment processing, and order fulfillment. The e-commerce app integrates seamlessly with other Odoo apps, such as inventory and accounting, ensuring a unified business process. In terms of marketing, Odoo includes email marketing tools that help businesses create and send targeted email campaigns. It also supports social media integration, allowing businesses to manage their social media presence from within the platform.\n\nThe manufacturing module in Odoo helps businesses plan and manage their production processes, including work orders and bill of materials. It includes quality control features that help ensure product quality and compliance with industry standards. Reporting and analytics are also strong points of Odoo, offering customizable reporting tools that help businesses analyze key metrics and make data-driven decisions. The platform includes intuitive dashboards that offer real-time insights into business performance.\n\nOdoo allows for extensive customization and development, enabling businesses to develop custom modules to meet their specific needs, leveraging the platform's open-source nature. It also offers API access for integration with third-party applications and services. The platform can be deployed either in the cloud or on-premise, providing flexibility based on business preferences and requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/17efceca-38ea-4e7e-83dc-2cdd9fb0987f.png","url":"https://www.softwareadvice.co.nz/software/77019/odoo-pos","@type":"ListItem"},{"name":"Keap","position":10,"description":"Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamline sales and manage customer experiences.\n\n\nUsers can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts.\n\n\nThe system’s reporting and analytics tools help users run analyses on parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more. \n\n\nPricing is on a monthly subscription basis and includes support via phone, email, and FAQs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bbf09836-8786-4e7d-909b-10b75adc5ef6.png","url":"https://www.softwareadvice.co.nz/software/139060/infusionsoft-crm","@type":"ListItem"},{"name":"PandaDoc","position":11,"description":"PandaDoc is a cloud-based document workflow solution that serves businesses of all sizes — from freelancers to large enterprises — across industries including technology, healthcare, real estate, legal, financial services, and more. It handles the full document lifecycle: creating, sending, signing, tracking, and managing proposals, quotes, contracts, forms, and invoices.\n\nCore features include a drag-and-drop editor with 1,000+ templates, legally binding e-signatures compliant with ESIGN, UETA, HIPAA, and SOC 2 Type II, and built-in CPQ tools with interactive pricing tables. Contract management tools cover redlining, approval workflows, and a pre-approved clause library. Payments can be collected directly within signed documents via Stripe, Square, and Authorize.net. AI-powered tools assist with document summarization, data extraction, and writing. Real-time tracking shows when recipients open or complete documents, with full audit trails for compliance.\n\nPandaDoc integrates with CRMs including HubSpot and Salesforce, and offers an open API for custom workflows. The software is accessible via web browser and mobile app. Support is available through a knowledge base, live chat, email, and phone.","image":"https://images.g2crowd.com/uploads/product/image/c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png","url":"https://www.softwareadvice.co.nz/software/144409/pandadoc","@type":"ListItem"},{"name":"Bitrix24","position":12,"description":"Bitrix24 is an all-in-one workspace platform that helps businesses across legal, retail, real estate, restaurant, travel, marketing, and other industries manage CRM, projects, communication, HR, and automation in one place. It serves organizations of all sizes, from solo operators and small startups to large enterprises with thousands of users, including nonprofits.\n\nThe software is available as a cloud-based solution accessible via web browser, desktop, and mobile apps, with a self-hosted on-premises edition for organizations requiring local control.\n\nCore features include a full CRM with pipelines, sales automation, and an omnichannel contact center that pulls messages from WhatsApp, Instagram, live chat, email, and telephony into one inbox. Task and project management tools include Kanban boards, Gantt charts, and Scrum. Teams can communicate via chat, video conferencing, and shared documents with real-time co-editing. Additional tools cover HR management, email and SMS marketing, a no-code website builder, and workflow automation. An AI assistant helps generate content, transcribe calls, score leads, and guide onboarding.\n\nSupport is available through a knowledge base, community forums, and online resources. A free plan for unlimited users makes Bitrix24 accessible to teams at any stage.","image":"https://images.g2crowd.com/uploads/product/image/03f8d2757ccca353d8c2fd621675709f/bitrix24.png","url":"https://www.softwareadvice.co.nz/software/128326/bitrix24","@type":"ListItem"},{"name":"Act!","position":13,"description":"Act! is a Customer Relationship Management (CRM) and Marketing Automation platform designed for small and medium-sized businesses in industries such as insurance, financial services, and manufacturing. It helps businesses organize customer data and manage interactions through a centralized, user-friendly interface accessible both in the office and remotely.\n\nThe platform includes features for managing customer data, integrating calendars and emails, tracking sales pipelines, creating interactive quotes, and taking payments. Users can organize calls, emails, notes, tasks, documents, and quotes in one location, with search tools to quickly find detailed customer information. It also offers email marketing tools for creating personalized campaigns, landing pages, forms, and automated workflows to engage with leads and customers.\n\nAct! provides visual dashboards with insights into sales, marketing, and business performance metrics. These dashboards display real-time data to help users identify effective strategies and focus on key activities. Additional features include SMS text messaging, website chat, online appointment scheduling, project management tools, and a self-service customer portal. A mobile application allows users to access contacts and manage opportunities while working remotely.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5f8aa23f-eb6f-42cd-b33a-e310a590c803.png","url":"https://www.softwareadvice.co.nz/software/3259/act-crm","@type":"ListItem"},{"name":"EngageBay CRM","position":14,"description":"EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships.\n\n\nFeatures of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, 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.\n\n\nEngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f68dbd37-d921-4284-a28c-535eb223074a.png","url":"https://www.softwareadvice.co.nz/software/83835/engagebay","@type":"ListItem"},{"name":"Marketo Engage","position":15,"description":"Adobe Marketo Engage is a marketing automation platform powered by artificial intelligence. It supports B2B marketing and sales teams by providing tools for planning, executing, and measuring omnichannel campaigns. The platform helps organizations engage buyers, nurture them across various channels, align sales and marketing efforts, and analyze marketing's impact on revenue.\n\nThe platform includes automated customer profile management, continuously enriching lead and account data. It supports campaign coordination across channels such as email, web, mobile, chat, events, webinars, and digital advertising. AI-driven content personalization delivers tailored messaging and imagery while maintaining brand consistency. An intuitive interface allows users to create multistep campaigns with automated workflows that adjust based on customer behavior and data updates. Features include lead scoring, CRM connectivity, and tools for sales teams to access buyer engagement data and templates for account engagement.\n\nMarketo Engage offers dashboards, customizable reporting, and multi-touch attribution through Marketo Measure to evaluate the impact of marketing activities on revenue. It is built on a scalable and secure architecture that supports compliance needs. Additional features include Dynamic Chat, a conversational marketing tool powered by generative AI, which enhances customer engagement. The platform also supports data privacy through lead and data partitioning and allows organizations to replicate successful campaigns and assets for efficient deployment.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/199791ad-8770-493d-bb55-98544cc98cf7.png","url":"https://www.softwareadvice.co.nz/software/21522/marketo-engage","@type":"ListItem"},{"name":"Apptivo","position":16,"description":"Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management. Marketing applications include campaign management, lead segmentation and loyalty management. Businesses can select necessary applications and omit applications they do not need.\n\nOther applications include expense reports, license and insurance tracking, sales planning and territory management, cash management and budgeting. Users can access Google app integrations for Drive, Calendar and Tasks, and mobile apps are also available. Pricing is per user per month, billed annually.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c7012d9e-9541-4054-8c2e-dc0a95befb32.png","url":"https://www.softwareadvice.co.nz/software/215896/apptivo","@type":"ListItem"},{"name":"Less Annoying CRM","position":17,"description":"We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs.\n\nLess Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again.\n\nWe're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM.\n\nYou get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. \n\nWhat you *won’t* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature.\n\nWe believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. \n\nStart your no-hassle, 30-day free trial today -- no credit card needed.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c8bb981b-d4b3-4979-94e3-70e864b812e0.png","url":"https://www.softwareadvice.co.nz/software/5759/less-annoying-crm","@type":"ListItem"},{"name":"Netskope One Platform","position":18,"description":"Netskope One Platform is a cloud-based security and networking solution built for enterprise organizations across finance, healthcare, retail, and other industries. It helps businesses manage data protection, threat detection, and secure network access from a single platform. Netskope One Platform can be deployed via the cloud, making it accessible to distributed teams and remote workforces. Core features include data loss prevention, cloud access security, zero trust network access, and real-time traffic inspection. These tools help organizations monitor and control how sensitive data moves across cloud applications, websites, and private networks. Security and IT teams can use built-in analytics and policy controls to identify risks and enforce compliance requirements. Support is available through email, phone, live chat, and an online knowledge base, giving teams multiple ways to get help when needed.","image":"https://images.g2crowd.com/uploads/product/image/b2a76235c76aa8c8f9e341149b4ba6cf/netskope-one-platform.png","url":"https://www.softwareadvice.co.nz/software/2667/insightly","@type":"ListItem"},{"name":"Salesforce Marketing Cloud Account Engagement","position":19,"description":"Pardot, a Salesforce company, is designed for organizations that primarily focus on business-to-business (B2B) sales and marketing automation. This email marketing system offers automated support for the longer timespan and multi-step decisions associated with B2B sales.\n\nThe Pardot suite includes products with functionality that includes lead management, batch email marketing, a landing page builder, automated drip marketing and real-time sales alerts. The Enterprise edition offers more advanced capabilities such as custom security controls, increased storage space and a dedicated IP address.\n\n\nWhen combined with Salesforce Engage, reps can connect in real time to deliver campaigns, receive alerts, report on trends, track Gmail emails and more, all via mobile. Pardot's Software-as-a-Service (SaaS) model is built on the Salesforce.com platform and integrates with Salesforce as well as Microsoft CRM, SugarCRM and Netsuite.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c8b4447f-28c9-4831-80aa-7fb5f225dff8.png","url":"https://www.softwareadvice.co.nz/software/145021/pardot","@type":"ListItem"},{"name":"Nutshell","position":20,"description":"Nutshell is a comprehensive sales, marketing, and engagement platform designed to help B2B organizations collaborate and close more deals. Built to be intuitive for any user yet powerful enough for any business, Nutshell is ideal for teams looking to streamline their sales and marketing efforts without the need for a full-time software administrator. Each Nutshell subscription includes unlimited CRM contacts, seamless data migration assistance, and exceptional live support—all at a highly affordable price.\n\nNutshell goes beyond being just a CRM. Its powerful marketing tools allow you to run email campaigns, design forms, build landing pages, and more—helping you connect with and convert your audience effectively. Additionally, Nutshell's engagement features let you send text messages and manage web chats seamlessly, all within the platform.\n\nNutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. \n\nLaunched in 2010, Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a \"Leader\" in G2's Grid® Report for CRM every quarter since Fall 2020.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e4ceef5c-a843-4a8e-b0da-4dffb090db46.png","url":"https://www.softwareadvice.co.nz/software/4949/nutshell","@type":"ListItem"},{"name":"Freshsales","position":21,"description":"Freshsales is a cloud-based CRM solution that helps B2B and B2C sales and marketing teams manage contacts, automate workflows, and close deals. It serves startups, small and mid-sized businesses, and large enterprises, with tiered plans including a free option for up to three users.\n\nCore features include a 360-degree customer view, AI-powered lead scoring, and end-to-end sales pipeline management with kanban and list views. Built-in email, phone, chat, WhatsApp Business, Facebook Messenger, and SMS tools let teams communicate with prospects from one platform. Sales sequences and workflow automation reduce manual tasks, while territory-based lead routing and CPQ tools support structured sales processes. A landing page builder, drag-and-drop email builder, and website visitor tracking extend marketing capabilities.\n\nThe built-in AI assistant surfaces deal insights, next-best-action recommendations, and revenue forecasts, helping teams prioritize without manual analysis. Custom modules, fields, and lifecycle stages allow teams to tailor the platform to their needs. Freshsales integrates with over 100 third-party apps via the Freshworks Marketplace, including Slack for deal collaboration.\n\nSupport is available through the Freshworks knowledge base and guided onboarding resources.","image":"https://images.g2crowd.com/uploads/product/image/813a05fd78e1f21d0a31de70aabccf5d/freshsales.png","url":"https://www.softwareadvice.co.nz/software/113796/freshsales","@type":"ListItem"},{"name":"Copper","position":22,"description":"Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper just might be for you.\n\nIts seamless integration with Google Workspace automatically logs all your emails and other interactions to the right contact without you having to lift a finger. You can also see information from all your email threads, past interactions, and tasks... all in one place. Copper even reminds you to reach out to contacts and follow up on deals.\n\nReady to join 30,000+ businesses in over 110 countries around the world in building more valuable, longer-lasting relationships?","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3c269bf-3444-4ae7-bccd-d737651ad247.png","url":"https://www.softwareadvice.co.nz/software/63221/copper","@type":"ListItem"},{"name":"Pipeline CRM","position":23,"description":"Pipeline CRM: The #1 Sales-Focused CRM for Predictable Revenue\n\nPipeline CRM is designed by salespeople, for sales teams—helping businesses streamline workflows, automate processes, and close deals faster.\n\n\nBoost Sales with AI-Powered Efficiency\nAI Email Assistant (Powered by ChatGPT) – Write, respond, and follow up with leads effortlessly.\n\nSmart Agenda – Auto-generates daily priorities, so you never miss a follow-up.\nBuilt-in Marketing Automation – Engage leads and customers with seamless email campaigns.\n\nHighly Customizable CRM – Tailor fields, workflows, and reports to match your sales process.\n\n\nWhy Sales Teams Love Pipeline CRM\nMost Adopted CRM for Midsize Businesses (G2Crowd) \n\n– Easy to use, fast to implement.\nAward-Winning Customer Support \n– 1-hour response time, 15-hour average resolution.\n– 9,000+ Users in 60 Countries \n– Trusted by growing businesses worldwide.\n\n\nAccess Anywhere, Anytime\nPipeline CRM’s cloud-based platform works on desktop, laptop, and mobile—keeping your team connected and productive from anywhere.\n\nStart Closing More Deals Today – Try Pipeline CRM!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9743bc9e-a785-4487-9893-8b22fcedfb9d.png","url":"https://www.softwareadvice.co.nz/software/5753/pipelinedeal","@type":"ListItem"},{"name":"Tidio","position":24,"description":"Tidio is a complete customer support software suite combining a help desk, live chat, chatbot automation, and a conversational AI agent. Trusted by over 300,000 businesses across ecommerce, service industries, and tech, Tidio helps streamline communication, speed up support, and boost conversions.\n\nWith Tidio, support teams can chat with visitors in real time, automate FAQ responses using Flows (rules-based chatbots), and handle messages from email, Messenger, Instagram, and WhatsApp—all from one centralized inbox.\n\nAt the core of the platform is Lyro—Tidio’s AI agent for customer service—designed to handle up to 64% of common support questions without any human intervention. With just one click, Lyro starts using your existing help docs to deliver accurate, on-brand answers—without guessing or fabricating responses.\n\nTidio makes it easy to grow your support operations without overloading your team. It helps reduce missed opportunities, cut down response times, and lets your agents concentrate on complex issues.\n\nGet started for free and unlock 50 AI-driven conversations with Lyro—no credit card needed.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d034f322-8301-4fcc-b044-1352663daec4.png","url":"https://www.softwareadvice.co.nz/software/157633/tidio-chat","@type":"ListItem"},{"name":"Gong","position":25,"description":"Gong is a cloud-based revenue intelligence platform built for B2B go-to-market teams across technology, media, telecommunications, professional services, financial services, healthcare, and manufacturing. It serves businesses of all sizes, with strong adoption among mid-market and enterprise organizations, and is used by more than 5,000 companies globally.\n\nThe platform automatically records and transcribes calls, emails, and meetings, then logs activity directly into connected CRM systems to reduce manual data entry. Core features include AI-powered forecasting using 300-plus signals from real customer conversations, pipeline and deal tracking with full customer context, and sales engagement tools for account-based outreach. Gong also provides coaching tools such as call review, scorecards, and AI-generated highlights to help managers develop reps without added overhead.\n\nSales enablement, pipeline management, forecasting, and engagement are consolidated into one platform, giving revenue teams a unified view of deals and accounts. AI agents automate tasks including follow-ups, pipeline updates, and forecast corrections.\n\nSupport is available via a knowledge base and customer support channels. Gong complies with SOC 2 Type II, GDPR, and CCPA standards.","image":"https://images.g2crowd.com/uploads/product/image/ba7ec16c546d0110cfe515805013d68d/gong.png","url":"https://www.softwareadvice.co.nz/software/75783/gong","@type":"ListItem"}],"numberOfItems":25}
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