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

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# CRM Software

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## Products

1. [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....
2. [WealthSphere](https://www.softwareadvice.co.nz/software/519853/WealthSphere) (0 reviews) — WealthSphere is a wealth management software that combines multiple client management modules, such as the customer r...
3. [Klaviyo](https://www.softwareadvice.co.nz/software/63589/klaviyo) — 4.6/5 (539 reviews) — Klaviyo is the all-in-one platform built to help B2C brands drive revenue and relationships by integrating SMS and em...
4. [Capsule](https://www.softwareadvice.co.nz/software/27508/capsule) — 4.5/5 (168 reviews) — If you're running a small or growing business and juggling customer details across spreadsheets, sticky notes, and yo...
5. [monday CRM](https://www.softwareadvice.co.nz/software/348745/monday-sales-crm) — 4.7/5 (467 reviews) — monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of indust...
6. [Clio](https://www.softwareadvice.co.nz/software/449970/Clio) — 4.7/5 (1749 reviews) — Ranked \#1 and with the most 5-star reviews on Gartner, G2 \& Capterra, Clio is the only intelligent legal work pla...
7. [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...
8. [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...
9. [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...
10. [Dynamics 365](https://www.softwareadvice.co.nz/software/106335/microsoft-dynamics-crm) — 4.4/5 (5860 reviews) — Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on...
11. [ClickUp](https://www.softwareadvice.co.nz/software/123064/clickup) — 4.6/5 (4635 reviews) — ClickUp is an all-in-one productivity platform that helps small teams, agencies, engineering groups, marketing depart...
12. [Zendesk Suite](https://www.softwareadvice.co.nz/software/26892/zendesk-talk) — 4.4/5 (4094 reviews) — Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, ...
13. [Brevo](https://www.softwareadvice.co.nz/software/18887/brevo) — 4.6/5 (3523 reviews) — Brevo Marketing Platform is an all-in-one marketing solution serving individuals, small businesses, and large enterpr...
14. [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...
15. [Constant Contact](https://www.softwareadvice.co.nz/software/397812/constant-contact) — 4.3/5 (2953 reviews) — Constant Contact is a cloud-based digital marketing platform built for small businesses, nonprofits, and franchise or...
16. [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...
17. [Airtable](https://www.softwareadvice.co.nz/software/205546/airtable) — 4.6/5 (2244 reviews) — Airtable is a cloud-based platform that helps businesses of all sizes — from startups to large enterprises — manage w...
18. [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 ...
19. [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, ...
20. [LiveAgent](https://www.softwareadvice.co.nz/software/109980/liveagent) — 4.7/5 (1789 reviews) — LiveAgent is an all-in-one customer service platform serving startups, small businesses, and enterprises across e-com...
21. [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...
22. [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...
23. [Marketing 360](https://www.softwareadvice.co.nz/software/141364/marketing-360) — 4.5/5 (1158 reviews) — Marketing 360 is a cloud-based marketing platform suited for entrepreneurs as well as small and midsize businesses. T...
24. [Any.do](https://www.softwareadvice.co.nz/software/77796/any-do) — 4.7/5 (1123 reviews) — Your all‑in‑one control center for managing your team's tasks, project, calendar, and chat. All-in one intuitive app ...
25. [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...

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## Related Categories

- [Online CRM Software](https://www.softwareadvice.co.nz/directory/387/online-crm/software)
- [Billing and Invoicing Software](https://www.softwareadvice.co.nz/directory/263/billing-invoicing-software/software)
- [Business Management Software](https://www.softwareadvice.co.nz/directory/4371/business-management/software)
- [Sales Tracking Software](https://www.softwareadvice.co.nz/directory/3590/sales-tracking/software)
- [Small Business CRM Software](https://www.softwareadvice.co.nz/directory/489/small-business/software)

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| en | <https://www.softwareadvice.com/crm/> |
| en-AU | <https://www.softwareadvice.com.au/directory/4153/crm/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/4153/crm/software> |
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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. 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Klaviyo AI uses real-time signals and past behavior to ensure the right message is sent at the right time automatically. It not only predicts spend, churn, and the next-best action, but Klaviyo AI can also build the audience segment, write subject lines and copy, and optimize delivery.\n\nKlaviyo makes it easy to get set up with 400+ native integrations, 160+ templates, and 80+ pre-built flows — no code, developers, or engineers required. Out-of-the-box dashboards and funnels make it easy to see what's working, where to optimize, and how to grow.\n\nTrusted by more than 170,000 businesses, Klaviyo can grow your business while keeping operations simple and customer relationships strong.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d70b8191-9d4f-4371-8f75-fdaaab9b6584.png","url":"https://www.softwareadvice.co.nz/software/63589/klaviyo","@type":"ListItem"},{"name":"Capsule","position":4,"description":"If you're running a small or growing business and juggling customer details across spreadsheets, sticky notes, and your inbox, Capsule CRM is built with you in mind. It's a cloud-based CRM designed for small and midsize teams who want a clear, organized view of every contact, deal, and customer interaction, without the complexity or price tag of enterprise software.\n\nCapsule works well for small business owners, sales teams, and account managers who need to track relationships and deals but don't have the time (or desire) to become CRM administrators. It's a strong fit for professional services firms, consultancies, agencies, and B2B teams that rely on ongoing client relationships rather than one-off transactions. If your team has outgrown spreadsheets but doesn't want the steep learning curve of a bigger enterprise platform, Capsule sits right in that gap.\n\nCapsule gives you one place to see every person and organization you deal with, along with the notes, emails, tasks, and opportunities tied to them. Sales pipelines are visual and configurable, so you can define your own stages and milestones, and each milestone connects to a success rate used for revenue forecasting, giving you a realistic read on what's likely to close. Tasks and reminders are linked directly to contacts, deals, and cases, so nothing quietly slips through the cracks while you're focused on the next call.\n\nFor teams that also handle post-sale support, Capsule includes case tracking to help manage and resolve customer inquiries, keeping support history in the same place as sales history, rather than in a separate disconnected tool. Custom fields, tags, and branding options let you shape the system around how your business actually operates, rather than forcing your process to fit the software.\n\nCapsule connects with the everyday tools small businesses already rely on, including email platforms, accounting software like Xero and QuickBooks, document management tools, and marketing platforms. It also offers an AI integration via Model Context Protocol (MCP), allowing supported AI tools to answer plain-language questions about your CRM data, so you can get quick answers without building a report first.\n\nCapsule is priced on a per-user, per-month basis, with a free plan available for very small teams and straightforward upgrade paths as your business grows, so there are no long-term contracts standing between you and a system that fits your team today. Support resources include help documentation, guided onboarding, and customer support channels to help new users get set up and get comfortable with the platform without a steep ramp-up period.\n\nAt its core, Capsule is built for businesses that want their CRM to feel like a natural extension of how they already work, not a system they have to work around.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f17ca4ff-74fe-466d-8d2c-b72978b72e9a.png","url":"https://www.softwareadvice.co.nz/software/27508/capsule","@type":"ListItem"},{"name":"monday CRM","position":5,"description":"monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services.\n\nThe platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously.\n\nmonday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89099d96-d149-4414-ae0d-25607ca4cd8a.png","url":"https://www.softwareadvice.co.nz/software/348745/monday-sales-crm","@type":"ListItem"},{"name":"Clio","position":6,"description":"Ranked #1 and with the most 5-star reviews on Gartner, G2 & Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. \n\nEnterprise-grade infrastructure: SOC 2 Type II, ISO 27001, HIPAA.\n\nClio uses AI to connect your firm’s work, surface what might otherwise be missed, and drive the right next task, decision, and outcome.\n\n100+ Bar approvals and approvals in all 50 US states.\n\nClio is proudly used by 400,000+ lawyers from large, small & solo firms.  \n\nWork the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more.\n\nManage your work in one central system - with matters, legal research, contacts, billing, payments, and everything you need in one place. \n\nAlso, new to Clio is Clio Accounting which simplifies your billing, payments, and accounting tasks in one connected system, ensuring you stay on top of trust accounting rules with ease.\n\nThe software suite caters to diverse needs within legal practice, offering features like legal research, AI features for lawyers, legal drafting, law practice management, client intake, customer relationship management (CRM), document automation, docketing, legal billing & accounting, and access to a wide array of third-party apps. \n\nWith over 250 integrations available, firms can connect Clio’s core system to external tools to enhance workflow and efficiency. Specific functionalities include scheduling, case management, task tracking, collaboration tools, and contact management, enabling legal teams to organize and monitor everything from deadlines to client communications.\n\nFinancial management is also a focus, with features that support accounting, billing, financial reporting, online payments, and trust account management. Users can track billable hours, create and manage detailed billing plans, initiate payments directly into trust or operating accounts, and customize fee structures to suit firm needs. Document-related features include automation, electronic signature capture, and customized field creation, addressing both organization and compliance requirements.\n\nThe Clio platform emphasizes accessibility, offering a mobile app for iOS and Android that enables users to handle client interactions, document management, case-related tasks, and billable hour tracking on the go. Push notifications and messaging tools within the app help maintain timely communication, ensuring that critical updates are not overlooked.\n\nSecurity plays a significant role in Clio’s design, as the platform stores data securely in the cloud and adheres to stringent industry compliance standards such as HIPAA, SOC2, and PCI. Continuous vulnerability monitoring is implemented to safeguard sensitive information, and the software meets the requirements for handling protected health information. Additionally, comprehensive training resources and support are also available to assist users in getting the most out of the system. Pricing is based on monthly or annual subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fa1feb98-8579-416f-ac83-b49088a3650d.jpeg","url":"https://www.softwareadvice.co.nz/software/449970/Clio","@type":"ListItem"},{"name":"Zoho CRM","position":7,"description":"Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. \n\nUers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/82a342f4-1d08-4265-877a-83f0d7b3858f.png","url":"https://www.softwareadvice.co.nz/software/392464/zoho-crm","@type":"ListItem"},{"name":"Bigin by Zoho CRM","position":8,"description":"Bigin is an AI-powered, pipeline-centric CRM built and priced for small businesses. It brings leads, deals, and every customer conversation: email, calls, and WhatsApp into one workspace, with meaningful AI built in. Over 50,000+ businesses across 150+ countries run on Bigin. \n\nCreate team pipelines for every business operation: sales, onboarding, delivery, and support, and use connected pipelines to automate handoffs between them. Built-in telephony, email, customizable dashboards, and workflow automation keep everything moving. 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":9,"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":"Dynamics 365","position":10,"description":"Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word.\n\nThe Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers.\n\nMicrosoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5d35bcd-e674-49ae-b851-7c2579a7969f.jpeg","url":"https://www.softwareadvice.co.nz/software/106335/microsoft-dynamics-crm","@type":"ListItem"},{"name":"ClickUp","position":11,"description":"ClickUp is an all-in-one productivity platform that helps small teams, agencies, engineering groups, marketing departments, HR teams, and enterprise organizations manage projects, collaborate, and track goals in a single workspace. It is cloud-based and accessible via web browser, desktop apps for Windows and Mac, and mobile apps for iOS and Android. Core features include task management with 15-plus view types such as List, Board, Gantt, and Calendar; custom workflows and automations; collaborative Docs and Wikis; real-time Chat; Goals and OKR tracking; built-in Time Tracking; Dashboards; Whiteboards; Sprints for agile teams; and Forms for intake requests. An AI layer called Brain is embedded throughout the workspace, offering writing assistance, summarization, automated workflows, and autonomous AI agents that can execute multi-step tasks. Over 1,000 integrations connect ClickUp to tools like Google Workspace, Slack, GitHub, and Salesforce. A free plan is available with unlimited tasks and members. Support is provided around the clock via live chat and a knowledge base.","image":"https://images.g2crowd.com/uploads/product/image/a05e90757d45fd56faa93611eb55814d/clickup.png","url":"https://www.softwareadvice.co.nz/software/123064/clickup","@type":"ListItem"},{"name":"Zendesk Suite","position":12,"description":"Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features and integration with applications like Salesforce and Google Analytics. Zendesk is used across a wide range of vertical markets including technology, government, media and retail, from small to large.\n\nZendesk’s online customer portal helps support agents to keep track of tickets raised and their status. Customers can go through existing tickets to find answers from queries similar to their question and if not satisfied, customers can raise their own tickets in the portal. Zendesk also offers branding of support pages with business logos, themes and brand images.\n\nZendesk allows businesses to build a knowledge base to address some of the most prominent and repetitive questions, so that customers can go through the basic set of queries asked in general. Using Zendesk, businesses can also set up an online community where their customers can post queries and reply to ongoing discussion threads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f0d90c26-fb48-482e-bfed-fd16809bc437.png","url":"https://www.softwareadvice.co.nz/software/26892/zendesk-talk","@type":"ListItem"},{"name":"Brevo","position":13,"description":"Brevo Marketing Platform is an all-in-one marketing solution serving individuals, small businesses, and large enterprises across a wide range of industries. The software is deployed via the cloud, making it accessible from any web browser without installation. Brevo Marketing Platform includes email marketing, SMS campaigns, marketing automation, CRM, live chat, and landing page tools. Email and SMS tools let businesses reach customers directly, while automation features handle repetitive tasks like follow-ups and contact segmentation. The built-in CRM helps teams track customer relationships in one place, and live chat tools support real-time website visitor engagement. Landing page builders allow businesses to create targeted campaign pages without coding. Small businesses benefit from the free plan and straightforward setup, while larger organizations can scale with advanced automation and transactional messaging features. Support is available through email, phone, live chat, and a self-service knowledge base.","image":"https://images.g2crowd.com/uploads/product/image/3546a99a47ca08dac662d31254fb64a9/brevo-brevo.png","url":"https://www.softwareadvice.co.nz/software/18887/brevo","@type":"ListItem"},{"name":"Pipedrive","position":14,"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":"Constant Contact","position":15,"description":"Constant Contact is a cloud-based digital marketing platform built for small businesses, nonprofits, and franchise organizations. It helps users create, send, and track email campaigns, manage contact lists, and run social media and SMS marketing from one place. The drag-and-drop email editor and library of templates make it straightforward to design professional-looking messages without technical skills. Contact management tools let users segment audiences and automate follow-up emails based on subscriber behavior. The platform also supports event marketing, online donation collection for nonprofits, and e-commerce integrations for online stores. Reporting tools show open rates, click activity, and campaign performance to help businesses understand what is working. Constant Contact serves a wide range of industries including retail, hospitality, education, and professional services. Support is available via phone, live chat, and an online knowledge base with guides and tutorials.","image":"https://images.g2crowd.com/uploads/product/image/9c177b894e6ccce4e4b166036320ab88/constant-contact.jpg","url":"https://www.softwareadvice.co.nz/software/397812/constant-contact","@type":"ListItem"},{"name":"ActiveCampaign","position":16,"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":"Airtable","position":17,"description":"Airtable is a cloud-based platform that helps businesses of all sizes — from startups to large enterprises — manage workflows, build custom apps, and automate data tasks without writing code. It serves teams across marketing, product management, legal operations, e-commerce, financial services, media, and technology.\n\nAt its core, Airtable combines a relational database with no-code app building tools. Teams can create custom interfaces, dashboards, and automations using drag-and-drop components or plain-language AI prompts. Multiple views — including Kanban, Gantt, and grid — let teams visualize data in the format that suits their work.\n\nAI features include field agents that generate content, categorize records, translate text, and pull in live web data automatically. Workflow automations can trigger on schedules or record changes, with outputs routed to email or Slack. All actions by humans and AI agents are logged, with role-based permissions supporting compliance needs.\n\nAirtable integrates with Slack, Salesforce, Jira, Google Drive, Dropbox, and other tools to keep data in sync across systems. Plans range from a free tier to enterprise options with advanced governance controls. Support is available through a knowledge base and online resources.","image":"https://images.g2crowd.com/uploads/product/image/d8d487b67574b56a5ad57a2f0f159a30/airtable.jpg","url":"https://www.softwareadvice.co.nz/software/205546/airtable","@type":"ListItem"},{"name":"NetSuite","position":18,"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":19,"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":"LiveAgent","position":20,"description":"LiveAgent is an all-in-one customer service platform serving startups, small businesses, and enterprises across e-commerce, SaaS, and other industries. The software is cloud-based, so teams can access it from any browser without installing anything locally. Core features include a universal inbox that consolidates emails, live chat, phone calls, and social media messages into one place, a built-in call center, ticket management, and automation rules that route and prioritize incoming requests. Teams can also create a self-service knowledge base so customers can find answers on their own. LiveAgent helps businesses track response times and agent performance through detailed reports, making it easier to spot gaps and manage workloads. Support for users is available via email, phone, live chat, and an online knowledge base. Small and mid-sized businesses in particular can benefit from the platform's multi-channel setup, which keeps all customer conversations organized without requiring separate tools for each channel.","image":"https://images.g2crowd.com/uploads/product/image/433a328317c6e0de0c6956bb38f34fd8/liveagent.png","url":"https://www.softwareadvice.co.nz/software/109980/liveagent","@type":"ListItem"},{"name":"Odoo","position":21,"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":22,"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":"Marketing 360","position":23,"description":"Marketing 360 is a cloud-based marketing platform suited for entrepreneurs as well as small and midsize businesses. This solution allows organizations to run social media advertising campaigns, conduct search engine optimization (SEO) programs and analyze digital marketing performance.\n\n\nMarketing 360's UXi websites feature helps users create web pages branded web pages that include call-to-action buttons. In addition, the system provides website templates that can be customized and edited with the help of drag-and-drop functionality.\n\n\nMarketing 360's Natural Listing Ads feature helps users manage organic search results by tracking keyword volume and ranking. In addition, it analyzes competitors' SEO performance with the same keywords and shares real-time reports providing organic conversion rates. The Social Targeting Ads let organizations to segment and target clients on the basis of social details such as age, gender, location and interests.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e0d4096b-6fa3-4d66-98e5-8f3ac4c06590.png","url":"https://www.softwareadvice.co.nz/software/141364/marketing-360","@type":"ListItem"},{"name":"Any.do","position":24,"description":"Your all‑in‑one control center for managing your team's tasks, project, calendar, and chat. All-in one intuitive app that costs just $5 per user. \n\nBuild visual workflows, flip between Kanban, Calendar, Table or Gantt views, drag‑drop tasks and let automations sweep away grunt work so humans can think. \n\nNative WhatsApp integration keeps chatter where people already live, while real‑time analytics spotlight workload and momentum. \n\nOperations, marketing, design or finance—everyone gains the same clear, clutter‑free workspace. \n\nSolo strivers can try the same engine free: plan days, set smart reminders, sync across mobile, desktop and web, then invite colleagues when the side‑hustle becomes a company. Fits any role—minus the bulky price tag. \n\nFree onboarding for team seals the deal. Teams enjoy the daily planner, smart reminders and \n\nPeople View for instant ownership clarity. Security guards your data, while unlimited guests and cross‑device sync erase friction.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/452debc4-40c0-426e-9275-c73f10091998.png","url":"https://www.softwareadvice.co.nz/software/77796/any-do","@type":"ListItem"},{"name":"Bitrix24","position":25,"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"}],"numberOfItems":25}
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