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description: Page 5 - Discover the best Sales Tracking Software in New Zealand. Compare top Sales Tracking Software tools with customer reviews, pricing and free demos.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Page 5 - Best Sales Tracking Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Sales Tracking Software

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## Products

1. [GreenRope](https://www.softwareadvice.co.nz/software/2387/greenrope) — 4.3/5 (155 reviews) — GreenRope is a customer relationship management (CRM) solution best suited for small business owners in all industrie...
2. [BenchmarkONE](https://www.softwareadvice.co.nz/software/3732/hatchbuck) — 4.4/5 (155 reviews) — BenchmarkONE (formerly Hatchbuck) is a sales and marketing solution designed for small to midsize businesses. The int...
3. [Ringy](https://www.softwareadvice.co.nz/software/92779/isalescrm-crm) — 4.3/5 (155 reviews) — Ringy (formerly iSalesCRM) is a cloud-based customer relationship management (CRM) solution that helps small to large...
4. [Teamgate](https://www.softwareadvice.co.nz/software/14812/teamgate) — 4.8/5 (155 reviews) — Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes. We pride ourselves on ...
5. [Wishpond](https://www.softwareadvice.co.nz/software/21890/wishpond) — 4.1/5 (154 reviews) — Wishpond is a lead generation and marketing automation solution. Featuring a drag-and-drop landing page editor, socia...
6. [Groove](https://www.softwareadvice.co.nz/software/224461/groove) — 4.7/5 (146 reviews) — Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart,...
7. [IXACT Contact](https://www.softwareadvice.co.nz/software/1872/ixact-contact) — 4.4/5 (145 reviews) — IXACT Contact is a real estate CRM solution designed to support realtors and their specific needs. As a web-based sys...
8. [Solve CRM](https://www.softwareadvice.co.nz/software/18907/solve360) — 4.5/5 (144 reviews) — Solve is a productivity CRM for teams to manage customer workflows. The service handles all record keeping, schedulin...
9. [Prospect CRM](https://www.softwareadvice.co.nz/software/198565/prospectsoft) — 4.8/5 (141 reviews) — Prospect CRM is the \#1 Stock-Aware CRM built specifically for B2B wholesalers, distributors, and manufacturers who se...
10. [ExtraaEdge](https://www.softwareadvice.co.nz/software/91198/extraaedge) — 4.5/5 (140 reviews) — ExtraaEdge is a data science-driven sales and marketing solution designed for the Educational Institutes. Focused on ...
11. [Salesflare](https://www.softwareadvice.co.nz/software/74973/salesflare) — 4.7/5 (139 reviews) — Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B business...
12. [Avid CRM](https://www.softwareadvice.co.nz/software/2339/avidian-technologies) — 4.1/5 (138 reviews) — Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated w...
13. [Sell.Do](https://www.softwareadvice.co.nz/software/87125/selldo) — 4.7/5 (134 reviews) — 𝗜𝗻𝗱𝗶𝗮'𝘀 𝗡𝗼.𝟭 𝗔𝗜-𝗳𝗶𝗿𝘀𝘁 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗖𝗥𝗠. With Sell.Do, real estate builders, developers, agents, and brokers can effect...
14. [Creatio CRM](https://www.softwareadvice.co.nz/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews) — Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sa...
15. [SuperOffice CRM](https://www.softwareadvice.co.nz/software/67453/superoffice) — 4.2/5 (132 reviews) — SuperOffice CRM is a customer relationship management (CRM) solution that caters to midsize businesses across various...
16. [Gold-Vision CRM](https://www.softwareadvice.co.nz/software/13928/gold-vision-crm) — 4.6/5 (131 reviews) — Who are we? Gold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for...
17. [Highrise](https://www.softwareadvice.co.nz/software/18915/highrise) — 4.5/5 (130 reviews) — Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows u...
18. [ChurnZero](https://www.softwareadvice.co.nz/software/77862/churnzero) — 4.7/5 (129 reviews) — ChurnZero is a cloud-based customer success management platform, which helps subscription businesses to understand th...
19. [MediaOS](https://www.softwareadvice.co.nz/software/92809/ad-sales-genius) — 4.7/5 (129 reviews) — Ad Sales Genius is a cloud-based customer relationship management (CRM) solution designed to help small to large publ...
20. [Method CRM](https://www.softwareadvice.co.nz/software/141742/method-crm) — 4.2/5 (129 reviews) — Method CRM is the \#1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibili...
21. [AgencyBloc AMS+](https://www.softwareadvice.co.nz/software/418532/agencybloc-ams) — 4.7/5 (129 reviews) — AgencyBloc is an agency management platform for life and health insurance agencies looking for a more effective way t...
22. [Lofty](https://www.softwareadvice.co.nz/software/60278/chime) — 3.9/5 (126 reviews) — Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform...
23. [Jungo](https://www.softwareadvice.co.nz/software/72307/jungo) — 4.1/5 (123 reviews) — Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integ...
24. [Contactability](https://www.softwareadvice.co.nz/software/3263/contactability-leadmanager) — 4.0/5 (117 reviews) — Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move throug...
25. [Cirrus Insight](https://www.softwareadvice.co.nz/software/75837/cirrus-insight) — 4.2/5 (113 reviews) — Cirrus Insight transforms your sales process from reactive to proactive with AI-powered CRM automation and relationsh...

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## Related Categories

- [Small Business CRM Software](https://www.softwareadvice.co.nz/directory/489/small-business/software)
- [Sales Enablement Software](https://www.softwareadvice.co.nz/directory/595/sales-enablement/software)
- [Online CRM Software](https://www.softwareadvice.co.nz/directory/387/online-crm/software)
- [Sales Force Automation Software](https://www.softwareadvice.co.nz/directory/254/sales-force-automation/software)
- [Contact Management Software](https://www.softwareadvice.co.nz/directory/434/contact-management/software)

## Links

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Additionally, organizations can utilize the voice over internet protocol (VoIP) module to conduct conference calls and forward ongoing calls to specific sales agents.\n\n\nRingy facilitates integration with various third-party applications such as Facebook, Google Maps, Zapier, Google Calendar and more. 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Featuring a drag-and-drop landing page editor, social contests, popups, and forms, Wishpond features tools for website and email subscriber engagement. Lead scoring, nurturing tools, and performance metrics are also available with this solution.\n\n\nCombined with email marketing automation, Wishpond allows marketers and business owners to create segmented lists of subscribers based on interest, location, web activity, plus more.\n\n\nAdditionally, users can build custom campaigns, manage landing pages, run social contests, set up marketing automation tasks, manage email marketing initiatives, plus more.\n\n\nPricing for Wishpond is on a monthly subscription basis and based on the number of leads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/366a0e6d-abe8-43e7-b9e7-371a718f6c8c.png","url":"https://www.softwareadvice.co.nz/software/21890/wishpond","@type":"ListItem"},{"name":"Groove","position":6,"description":"Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle. \n\nGroove’s sales engagement platform drives more revenue through connected and consistently great sales execution. It makes your sales strategy actionable, reinforces your custom playbook, and applies AI-driven insights that help sellers learn, evolve, and win.\n\nGroove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S. since 2020.\n\nTo learn more, visit https://groove.co.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f5f4d47f-368d-4619-8334-0a4233a3520a.png","url":"https://www.softwareadvice.co.nz/software/224461/groove","@type":"ListItem"},{"name":"IXACT Contact","position":7,"description":"IXACT Contact is a real estate CRM solution designed to support realtors and their specific needs. As a web-based system, IXACT Contact is accessible from any internet connection and also offers a wireless sync option. With the system's two-way constant wireless sync, realtors can view current contact information, calendar appointments and tasks on the go.\n\n\nIXACT Contact helps real estate agents build and maintain lasting relationships with current clients, new prospects and referrals by providing a real estate-specific contact management system that not only maintains complete profiles but also prompts users automatically to keep in touch. These reminders can prompt users towards targeted outreach, like targeted email campaigns or follow up calls.\n\n\nThe system is fully web-based, which is useful for realtors, who often spend a lot of time on the move and may be at different locations throughout the day. All of the data is easily accessible through a web browser or a synced smartphone. The system is also Mac OS compatible and is fully supported by Safari, so it can be used on the iPad as well.\n\n\nPerfect for small real estate teams sharing client and prospect information, IXACT Contact is an easy-to-use solution that helps businesses manage leads, sales opportunities, transactions and contacts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/21cd8c8b-bc95-40dc-b6b0-e38955990642.jpeg","url":"https://www.softwareadvice.co.nz/software/1872/ixact-contact","@type":"ListItem"},{"name":"Solve CRM","position":8,"description":"Solve is a productivity CRM for teams to manage customer workflows. The service handles all record keeping, scheduling, communication and information sharing through its native phone and tablet apps and desktop portal. \n\n\nSolve is fully customizable and can be refined to capture info using the team’s internal language.  It can be used to store data on contacts, companies, jobs, cases, sites, projects and properties by businesses across various service industries including HVAC, energy, medical, residential services and consulting.  \n\n\nNative iOS and Android apps allow field staff to view record history, complete work and capture on-site photos. Google Calendar and Google email integrations help teams visualize and schedule activity across multiple resources while centralizing history across the entire domain.  \n\n\nMulti-step workflows automatically notify and queue active work, while self-managing personal dashboards highlight what each person needs to focus on.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e88c4780-334d-4795-b50e-b1e6669fb41b.png","url":"https://www.softwareadvice.co.nz/software/18907/solve360","@type":"ListItem"},{"name":"Prospect CRM","position":9,"description":"Prospect CRM is the #1 Stock-Aware CRM built specifically for B2B wholesalers, distributors, and manufacturers who sell products from stock. If your business uses inventory and accounting platforms like Unleashed, Katana, Cin7 Omni/Core, Xero, QuickBooks Online, Access Dimensions, Sage 50, Exchequer, or Pegasus Opera, Prospect CRM is designed to help you quote more accurately, sell more efficiently, and support customers brilliantly.\n\nWith seamless integrations to your back-office systems, Prospect CRM ensures your sales team never quotes on stock you don’t have. It connects your inventory, customer, and financial data in real time, giving your team the insights they need to win new business and grow existing accounts.\n\nRated 4.6/5 across platforms like Trustpilot, Capterra, G2, and GetApp, Prospect CRM is consistently praised for its exceptional customer service, intuitive design, and powerful reporting tools. Customers describe it as “simple to navigate,” “like a hand in a glove,” and “an essential tool” for their business.\n\nWhether you're tracking leads, managing pipelines, segmenting customers with RFM analysis, or generating live quotes with stock data, Prospect CRM helps you do it all—faster and smarter.\n\nKey Features:\n🧾 Stock-Aware CRM – Live quoting with real-time inventory visibility\n📈 Built-in Dashboards & Reporting – Visual analytics for smarter decisions\n🎯 RFM Customer Analysis – Segment and target customers effectively\n🛒 Quick Order Entry – Streamlined workflows that save time\n👥 Team Collaboration Tools – Keep your sales and support teams aligned\n\nWhy Users Choose Prospect CRM:\n💬 Top-Quality Support – Mentioned in 120+ reviews, our support team is consistently rated as outstanding\n🧭 User-Friendly Interface – Designed for non-technical users, praised for simplicity and ease of use\n🔌 Seamless Integrations – “Like a hand in a glove” with platforms like Unleashed, Xero, and more\n📚 First-Class Onboarding – Setup and training that exceeds expectations\n\nProspect CRM is part of the ERP division at The Access Group, trusted by thousands of B2B product businesses worldwide to maximise customer lifetime value.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f72c6c95-4963-40ec-9491-6f5139d4d5b8.png","url":"https://www.softwareadvice.co.nz/software/198565/prospectsoft","@type":"ListItem"},{"name":"ExtraaEdge","position":10,"description":"ExtraaEdge is a data science-driven sales and marketing solution designed for the Educational Institutes. Focused on increasing student enrollments and optimizing marketing cost via automation and analytics, it enables educational institutes to automate, streamline and manage their student admission funnel.\n\nExtraaEdge comes with behavior analytics, which allows institutes to measure their ROI during the admission period, take course corrective measures, optimize efforts to the granular level and more. Overall, the motto is to increase admissions and reduce marketing spend for the educational institutes. Pricing is available on annual subscriptions and support is extended via phone, email and other online measures.\n\nBenefits of having our Admissions and Marketing Automation Software for any Education Setup are as follows:\n1. Increase your Marketing Return On Investment\n2. Optimize the efficiency of Counselling team \n3. Accelerate Admissions with Marketing & Admissions Automation\n4. Track your end to end marketing and admissions activity to perform better year on year\n\nBouquet of Tools & Technology:\n1. Predictive Analytics\n2. Lead Management System / CRM\n3. Mobile CRM\n4. Marketing Automation\n5. In-built communication Channels\n6. Online Application Form solutions\n7. Chat solutions for Website - Chatbot, Live Chat\n8. Application forms\n9. Payment Solutions\n10. End-to-End Reports & Analytics\n\nTo know more visit  - http://www.extraaedge.com","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5ac1e28-cc56-4105-bf95-d3c24af339bf.png","url":"https://www.softwareadvice.co.nz/software/91198/extraaedge","@type":"ListItem"},{"name":"Salesflare","position":11,"description":"Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B businesses, who want to sell more with less work.\n\n\nIt automates the data entry user would normally have in a CRM by gathering data from social profiles, emails, calendars, phones, company databases, and professional email signatures.\n\n\nSalesflare's customers use its CRM primarily to generate and follow-up leads at scale, assisted by its sales tracking and automation features. It has built-in email tracking, capabilities for sending personal emails at scale, lead scoring, social integrations, sales analytics, and an automated address book.\n\n\nSalesflare's full functionality is available across all devices used: Windows, Mac, Linux, iPhone, iPad, Android phones and tablets, ... and even inside Gmail or Outlook inboxes.\n\n\nThe software is focused on accelerating B2B sales and is primarily used by marketing agencies, software companies, startups, consulting companies, commercial real estate agencies, non-profits, pharmaceutical, and manufacturing companies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9530efb8-17af-4191-a7b6-31b06fa5c238.png","url":"https://www.softwareadvice.co.nz/software/74973/salesflare","@type":"ListItem"},{"name":"Avid CRM","position":12,"description":"Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to unify their emails, contacts, calendar details and communication records within a single application.\n\n\nProphet CRM automates tracking of Outlook-based emails, meetings, contacts, and calendar invites on a daily basis. With a single Outlook interface, users can directly work with one application and track activities in the sales pipeline. The solution provides valuable insights into the sales process along with the ability to track winning and losing leads.\n\n\nWith Prophet CRM dashboard, sales persons can track engagement with their clients, view their pipeline and scheduled tasks, set follow-ups, prioritize tasks and configure reminders for critical milestones during the sales pitch.\n\n\nProphet CRM offers both subscription and perpetual licensing options to its users.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bb266a76-207d-46ec-89ba-e7d37fc01f37.png","url":"https://www.softwareadvice.co.nz/software/2339/avidian-technologies","@type":"ListItem"},{"name":"Sell.Do","position":13,"description":"𝗜𝗻𝗱𝗶𝗮'𝘀 𝗡𝗼.𝟭 𝗔𝗜-𝗳𝗶𝗿𝘀𝘁 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗖𝗥𝗠.\n\nWith Sell.Do, real estate builders, developers, agents, and brokers can effectively manage sales & marketing cycles, lead management, inventory management, digital payments, channel partner management, performance management, reports & dashboards, and analytics. Customers of Sell.Do have witnessed increased sales, improved customer retention, informed decision making, and unmatched productivity among the teams. \n\nAdditionally, Sell.Do boasts quick deployment times, with a fully functional system set up in as little as seven days. The software also integrates seamlessly with existing systems, ensuring a smooth transition and minimal disruption to business operations. \n\nFurthermore, Sell.Do is ISO 27001 compliant, ensuring high standards of data security and privacy.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/434ae8cc-7d8b-4208-b0a2-be91e10205e2.png","url":"https://www.softwareadvice.co.nz/software/87125/selldo","@type":"ListItem"},{"name":"Creatio CRM","position":14,"description":"Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core.\n\nCreatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration.\n\nCreatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration.\n\nAnd Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4878218-2df2-4665-83d7-ad771bdae78a.png","url":"https://www.softwareadvice.co.nz/software/5948/marketingcreatio-international","@type":"ListItem"},{"name":"SuperOffice CRM","position":15,"description":"SuperOffice CRM is a customer relationship management (CRM) solution that caters to midsize businesses across various industries such as financial services, recruitment, manufacturing, hospitality and more.\n\n\nKey features include contact management, project and document management, email marketing, automated ticket routing and live chat integration.\n\n\nSuperOffice provides users with a central repository that allows them to manage their sales pipelines, marketing campaigns and customer support services.\n\n\nSuperOffice can either be installed on-premise or hosted in the cloud. Additionally, the solution also offers integration with multiple third-party applications such as Office 365, GSuite and more.\n\n\nServices are offered on a monthly subscription basis that includes support via phone and email. Pricing is per user per month, billed annually.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/12fd23bf-69e1-4836-996b-246745b44a6a.png","url":"https://www.softwareadvice.co.nz/software/67453/superoffice","@type":"ListItem"},{"name":"Gold-Vision CRM","position":16,"description":"Who are we? \n\nGold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects, portal and events. Suitable for organizations of all sizes, it can be installed both on-premise and in the cloud, dependant on preference.  \n\nCore features: \n\nThe core CRM features include automatic tracking and synchronization of emails with Microsoft 365. Other features include centralized storage of prospect and customer information, which can be accessed on desktop or mobile devices. Users can also view social profiles for prospects and customers. \n\nSales: \n\nSales features include lead scoring, easy reporting, and comprehensive pipeline management. Furthermore, set pre-defined scores and view integrated website analytics with simplistic touchpoint scoring, with leads automatically scored based on customer interest.  \n\nPipeline management is at the core of the sales module, get an instant live view of your business status, forecast sales revenue, and even set and monitor performance targets for different team members, ensuring the entire team is in the loop with sales activities. \n\nGold-Vision's opportunities module provides details of all quotes, activities and recent emails, so any user can view where the lead came from and what’s happening next.   \n\nMarketing: \n\nThe Gold-Vision product line also includes our brand-new product, Gold-Vision Marketing. Gold-Vision Marketing is an all-in-one digital marketing platform which is fully integrated with our CRM. Marketing gives users the ability to create and run campaigns, all whilst data is being fed back into CRM to aid the sales process – making sales and marketing alignment easier than ever. \n\nGold-Vision's marketing features feed directly into analytics and dashboards, which are fully customizable visual charts and graphs. Other features include touchpoint point scoring, event booking management, and more. \n\nProjects: \n\nManaging projects in Gold-Vision is a simplistic and collaborative process, whether that’s assigning different team members tasks, creating to-do lists, or even just staying on schedule by monitoring progress and time spent on each activity. Appointment tracking, document management, and workflow management are core to the projects area of Gold-Vision. \n\nCustomer support: \n\nTo deliver great customer support your team needs to know more than just the name of the person they’re talking to – they need the full picture.   \n\nWith Gold-Vision CRM, all your customer data – from your first touchpoint to the last – is in one place. Your support agents will always have the latest information at their fingertips and can respond more efficiently and effectively than ever before \n\nCustomer interactions are automatically tracked and linked to their corresponding support tickets via integrations such as Live Chat, Microsoft 365, Outlook and more. \n\nDemo: \n\nAfter identifying your needs, we will build out a bespoke demo system for you, considering your business set-up, internal processes, and anything else you may detail to us and will then guide you through, giving you an insight into what an average day may look like within Gold-Vision. \n\nWe provide a smooth and stress-free purchase process that puts your business needs at the forefront of our minds, carrying out all discussions and consultations with a personal feel. \n\nImplementation and support: \n\nFrom the moment you become a Gold-Vision customer, we will work directly with you to integrate and implement your system exactly how you want it. We provide quick-start packages for smaller projects or more in-depth training for larger teams. Our training services are flexible based on your needs, and we’re here to make sure you get value from Gold-Vision from the start. \n\nOur support team is attentive and offers comprehensive advice whenever needed. \n\nGold-Vision pricing is done on a per-user per-month basis, allowing for manageable payments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c7a6bba8-9107-474b-b8e0-6842c427939d.png","url":"https://www.softwareadvice.co.nz/software/13928/gold-vision-crm","@type":"ListItem"},{"name":"Highrise","position":17,"description":"Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows users to track communication with clients so that teams can view the status of deals and relationships. Contacts can be imported into Highrise from Outlook, Gmail, and Excel and tagged so that they can be organized, filtered, and searched. Users can also add notes and comments to contact details and utilize custom data fields for people and companies.\n\n\nHighrise task management functionality lets users create tasks, view tasks by company, contact or project, and add reminders to projects. Users can also share address books, store important emails, attach documents to projects and control the privacy settings.\n\n\nHighrise provides a feature called \"Good Morning,\" which is a virtual personal assistant that helps users organize and respond to incoming activity that needs attention. The software connects to MailChimp so that users can target and send email marketing campaigns to contacts. The software also integrates with other third party tools via API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e2f6cadf-0f42-4d5e-b4a8-99a7304d5121.png","url":"https://www.softwareadvice.co.nz/software/18915/highrise","@type":"ListItem"},{"name":"ChurnZero","position":18,"description":"ChurnZero is a cloud-based customer success management platform, which helps subscription businesses to understand their product reception among customers, predict the likelihood of subscription renewals and automate the processes of enhancing customer experience through relevant touch-points such as improvising in-app content.\n\n\nKey features of ChurnZero include account alerts, account management, communication management, customer engagement, lifecycle management, health score, onboarding, revenue management, usage tracking/analytics and win/loss analysis. Well-suited for small to large enterprises, it aims to deliver personalized experiences to customers across all products and services.   \n\n\nChurnZero integrates with Salesforce, NetSuite, Intercom, HubSpot, HelpScout, Gmail, Zoho CRM, QuickBooks, Teamwork Desk, Freshsales, and more. Support is extended via phone, documentation and an online help desk, and pricing is available via annual subscription.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/29d11551-afdd-45d8-aa9a-3bb3a33bb620.png","url":"https://www.softwareadvice.co.nz/software/77862/churnzero","@type":"ListItem"},{"name":"MediaOS","position":19,"description":"Ad Sales Genius is a cloud-based customer relationship management (CRM) solution designed to help small to large publishers, event organizers and marketing agencies manage sale of advertisements. Key features include prospecting, invoice generation, notes capture, email campaign, role-based permissions and reporting. \n\n\nThe application enables professionals to prioritize leads by adding scores and track their status in the sales pipeline through visual representations. The solution helps accountants manage the general ledger, track earned/deferred revenue and evaluate commissions. Media agencies can use Ad Sales Genius to collaborate with freelancers for projects and manage editorial assets within a centralized repository. Additionally, with its project management module, managers can set up timelines, assign tasks to teams and monitor issues.\n\n\nAd Sales Genius integrates with third-party platforms such as Gmail, Outlook, Office 365, Adobe InDesign, QuickBooks, Stripe, Authorize.Net, DocuSign, and Google Ad Manager. Pricing is available on request and support is provided via phone and documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0ac51270-b556-4e29-99ae-01d6bc68500f.png","url":"https://www.softwareadvice.co.nz/software/92809/ad-sales-genius","@type":"ListItem"},{"name":"Method CRM","position":20,"description":"Method CRM is the #1 rated CRM for businesses running QuickBooks, built specifically for SMBs who need more flexibility than off-the-shelf software can offer. Method CRM was designed for companies that rely on QuickBooks but need a CRM that adapts to the way they actually operate.\n\nMost CRMs make you change how you work to fit their system. Method CRM works the other way around. It’s fully customizable, so you can build the workflows, screens, and processes your business actually uses without developer resources or enterprise pricing. With Method, businesses can adapt the system as their processes evolve instead of rebuilding their workflows around rigid software.\n\nFor growing businesses that rely on QuickBooks, Method CRM fills the gaps that accounting software alone cannot solve.\nWith a real time two-way sync at its core, Method gives your whole team one place to manage leads, customers, estimates, invoices, and jobs with your accounting data always current across both systems. Because Method CRM connects your front office workflows with your accounting data, it helps sales, operations, and finance teams stay aligned and work from the same information.\n\nTrusted by nearly 4,000 small businesses across construction, field services, manufacturing, warehousing, and professional services, Method CRM supports the workflows these industries rely on every day. Many companies choose Method because it gives them the flexibility to customize their CRM around how they actually do business.\n\nMethod CRM is the #1 rated QuickBooks CRM on the Intuit App Marketplace and a proud Intuit Platinum Partner.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b9d47f49-f8c5-43fa-ba1d-c5cae1733ccd.png","url":"https://www.softwareadvice.co.nz/software/141742/method-crm","@type":"ListItem"},{"name":"AgencyBloc AMS+","position":21,"description":"AgencyBloc is an agency management platform for life and health insurance agencies looking for a more effective way to increase company's profitability, enhance customer satisfaction, and control costs in today's competitive market.\n\nAgencyBloc provides cloud-based agency management solutions that help insurance agencies stay organized and efficient, including sales enablement, quoting, client and policy management, commissions processing, and more. \n\nThe dashboard lets users see ongoing activities at a glance, including both individual tasks and company-wide communication. The software offers many features for agents dealing with health and life insurance, including policy management and carrier tracking. Agents can attach notes or documents to contact and policy records for quick retrieval.\n\nAdditionally, with Quote+, brokers can compare all types of health insurance offerings, including community rated, medically underwritten, and ancillary, in one central place with more valuable quoting and proposal tools.\n\nAgencyBloc gives users a 360-degree view of their business, from contacts to policies, ongoing interactions, and documents that can be accessed from anywhere with an internet connection. The software can be scaled to meet the needs of agencies of all sizes","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c65f07c-bfd6-4205-8588-61c4a1bbe24b.png","url":"https://www.softwareadvice.co.nz/software/418532/agencybloc-ams","@type":"ListItem"},{"name":"Lofty","position":22,"description":"Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform built specifically for real estate professionals — from solo agents and growing teams to large brokerages. Designed to automate marketing, boost productivity, and streamline sales workflows, Lofty empowers users to capture, nurture, and convert leads into closed transactions more efficiently.\n \nPowered by advanced AI, Lofty's AI Workforce delivers intelligent automation, predictive insights, and virtual assistant capabilities, ensuring that agents never miss an opportunity. With more than 33 built-in lead generation methods, cross-platform 360° marketing, brand advertising, and hyper-local automation tools like Lofty Bloom, the platform helps real estate businesses scale their client base and maximize ROI.\n \nA key differentiator is Lofty’s IDX-integrated, SEO-optimized websites, which seamlessly sync with the CRM. This integration ensures that lead data flows directly into your pipeline, enabling personalized follow-ups, automated nurturing, and real-time engagement tracking — all from one central platform. Combined with tools like AI Copilot, social media automation, Dynamic CMA presentations, a power dialer, and complete transaction management, Lofty simplifies every step of the sales cycle.\n \nTrusted by top agents, teams, and brokerages nationwide, Lofty brings marketing, lead generation, client engagement, and deal management together in a single, mobile-friendly solution built to accelerate growth and close more transactions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fe12bff8-2eb3-4662-92ae-452ef4551830.png","url":"https://www.softwareadvice.co.nz/software/60278/chime","@type":"ListItem"},{"name":"Jungo","position":23,"description":"Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integrations, Jungo can be fully customizable to fit your needs. Key features include: \n\nMarketing:\nLet Jungo market for you. Jungo comes pre-built with email templates and drip campaigns for every type of contact in your database. That way, you can educate cold leads, nurture existing prospects, and delight past clients automatically! \n\nAutomations:\nSave time and automate repetitive tasks, emails, lead distribution, and more. Jungo is fully customizable to automate your workflow so you can focus on high-value tasks that close. \n\nLOS Integrations:\nJungo integrates with the top loan origination software including Ellie Mae’s Encompass, Calyx Point, LendingPad, Velocity, and Byte. That way, you can sync all of your loan data into Jungo and set up automations as you get more loans. \n\nReporting & Analytics: \nMake data-driven decisions instantly with live data. Jungo has fully customizable reports and dynamic dashboards so you can oversee your entire business. \n\nContact Management:\nEasily segment your database to send more personalized and targeted messages to grow your pipeline. \n\nSecure Document Management:\nKeep all client communication and documentation in once place with Jungo’s encrypted mortgage CRM. Already use Floify? Jungo has a direct integration with Floify. \n \nSign up for a free demo to see how Jungo’s Mortgage CRM will save you time and grow your business! https://ijungo.com/request-demo/?click=softwareadvice","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ccbafd1e-c64c-48fa-b1fd-924a4c802f10.png","url":"https://www.softwareadvice.co.nz/software/72307/jungo","@type":"ListItem"},{"name":"Contactability","position":24,"description":"Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move through the sales pipeline and keep track of closed deals. This solution features tools to manage engagement with potential and current customers.\n\n\nWithin their suite, Contactability delivers marketing and sales automation, customer service and support, self-service and call center. Their workflow helps agents and representatives schedule their daily tasks. Contactability integrates with third-party lead source and can capture leads from different web forms. Once the solution detects interest, prospects are pushed forward to a rep or re-routed to a nurturing program. Once the lead has become a customer, Contactability’s retention campaigns help stay connected with them via follow up calls and/or emails.\n\n\nThe calendar feature sends out reminders about upcoming calls or meetings. All interaction history on leads is recorded in the activity stream for future reference. Users can create custom fields and record data on the fly, and leads are tagged with dispositions for easy management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7e4e134d-dafe-4aa9-86a0-c3715bd1d633.png","url":"https://www.softwareadvice.co.nz/software/3263/contactability-leadmanager","@type":"ListItem"},{"name":"Cirrus Insight","position":25,"description":"Cirrus Insight transforms your sales process from reactive to proactive with AI-powered CRM automation and relationship intelligence. For over a decade, Cirrus has connected Gmail, Outlook, and Salesforce to capture every interaction and ensure CRM data is always clean, current, and complete. The platform automates pipeline creation, deal management, and meeting preparation—keeping calendars full, buyer committees engaged, and forecasts accurate. With inbox-native workflows and real-time insights, Cirrus empowers teams to build pipeline faster, manage deals smarter, and win more consistently. Whether you’re an admin, sales leader, or rep, Cirrus aligns your go-to-market motion and fuels predictable revenue growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c6276e3a-81b5-4aae-8f91-e6596c65ec42.png","url":"https://www.softwareadvice.co.nz/software/75837/cirrus-insight","@type":"ListItem"}],"numberOfItems":25}
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