---
description: Page 2 - Discover the best CRM Software in New Zealand. Compare top CRM 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 2 - Best CRM Software in New Zealand - 2026 Reviews, Pricing & Demos
---

Breadcrumb: [Home](/) > [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software) > [Page 2](https://www.softwareadvice.co.nz/directory/4153/crm/software?page=2)

# CRM Software

Canonical: https://www.softwareadvice.co.nz/directory/4153/crm/software

Page: 2 / 41\
Prev: [Previous page](https://www.softwareadvice.co.nz/directory/4153/crm/software)\
Next: [Next page](https://www.softwareadvice.co.nz/directory/4153/crm/software?page=3)

-----

## Products

1. [Marketing 360](https://www.softwareadvice.co.nz/software/141364/marketing-360) — 4.5/5 (1139 reviews) — Marketing 360 is a cloud-based marketing platform suited for entrepreneurs as well as small and midsize businesses. T...
2. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (993 reviews) — Bitrix24 is an online workspace platform designed to help businesses manage teams, sales, projects, and client relati...
3. [Any.do](https://www.softwareadvice.co.nz/software/77796/any-do) — 4.7/5 (975 reviews) — Your all‑in‑one control center for managing your team's tasks, project, calendar, and chat. All-in one intuitive app ...
4. [Act\!](https://www.softwareadvice.co.nz/software/3259/act-crm) — 3.9/5 (919 reviews) — Act\! is a Customer Relationship Management (CRM) and Marketing Automation platform designed for small and medium-size...
5. [EngageBay CRM](https://www.softwareadvice.co.nz/software/83835/engagebay) — 4.7/5 (908 reviews) — EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and custo...
6. [mHelpDesk](https://www.softwareadvice.co.nz/software/23923/mhelpdesk) — 4.3/5 (824 reviews) — mHelpDesk is a field service solution that helps service businesses automate processes. It assists with customer mana...
7. [Salesforce Service Cloud](https://www.softwareadvice.co.nz/software/363691/service-cloud) — 4.5/5 (824 reviews) — Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions ac...
8. [eWay-CRM](https://www.softwareadvice.co.nz/software/31005/eway) — 4.5/5 (822 reviews) — CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With th...
9. [SendPulse](https://www.softwareadvice.co.nz/software/31209/sendpulse) — 4.6/5 (773 reviews) — SendPulse is an all-in-one marketing automation platform designed to help you streamline your sales and marketing eff...
10. [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...
11. [Sage Intacct](https://www.softwareadvice.co.nz/software/1710/sage-intacct) — 4.3/5 (687 reviews) — Sage Intacct operates within the Sage Business Cloud portfolio as a comprehensive cloud-based financial management so...
12. [HoneyBook](https://www.softwareadvice.co.nz/software/365179/honeybook) — 4.7/5 (681 reviews) — HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, ...
13. [Insightly](https://www.softwareadvice.co.nz/software/2667/insightly) — 4.0/5 (654 reviews) — Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with compa...
14. [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 ...
15. [Nutshell](https://www.softwareadvice.co.nz/software/4949/nutshell) — 4.4/5 (621 reviews) — Nutshell is a comprehensive sales, marketing, and engagement platform designed to help B2B organizations collaborate ...
16. [Freshsales](https://www.softwareadvice.co.nz/software/113796/freshsales) — 4.5/5 (621 reviews) — Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, cl...
17. [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...
18. [Meritto](https://www.softwareadvice.co.nz/software/340562/comprehensive-admission-suite) — 4.6/5 (616 reviews) — Meritto is a flagship product of NoPaperForms, empowering over 1200 educational organizations across the globe to gro...
19. [Kylas Sales CRM](https://www.softwareadvice.co.nz/software/216694/kylas) — 4.8/5 (596 reviews) — "Voted \#1 CRM Software for growing Indian businesses by Capterra. Kylas is a sales CRM designed to support growing bu...
20. [Tripleseat](https://www.softwareadvice.co.nz/software/160939/tripleseat) — 4.7/5 (574 reviews) — Tripleseat is an event management platform designed for restaurants and unique venues. It helps hospitality businesse...
21. [BoldTrail](https://www.softwareadvice.co.nz/software/435596/BoldTrail) — 4.4/5 (564 reviews) — BoldTrail is the most comprehensive platform in the industry built to help real estate brokerages, teams, and agents ...
22. [Wise Agent](https://www.softwareadvice.co.nz/software/77511/wise-agent) — 4.4/5 (531 reviews) — Wise Agent is a cloud-based real estate customer relationship management solution that helps businesses and agents au...
23. [Salesforce Marketing Cloud](https://www.softwareadvice.co.nz/software/22998/salesforce-socialcrm) — 4.2/5 (530 reviews) — Salesforce Marketing Cloud is a marketing platform designed to help businesses personalize customer engagement across...
24. [Klaviyo](https://www.softwareadvice.co.nz/software/63589/klaviyo) — 4.6/5 (528 reviews) — Klaviyo is the all-in-one platform built to help B2C brands drive revenue and relationships by integrating SMS and em...
25. [PracticePanther Legal Software](https://www.softwareadvice.co.nz/software/152365/practicepanther) — 4.7/5 (528 reviews) — PracticePanther is the highest-rated, easiest-to-use, all-in-one legal practice management software, built specifical...

-----

Page: 2 / 41\
Prev: [Previous page](https://www.softwareadvice.co.nz/directory/4153/crm/software)\
Next: [Next page](https://www.softwareadvice.co.nz/directory/4153/crm/software?page=3)

## Related Categories

- [Small Business CRM Software](https://www.softwareadvice.co.nz/directory/489/small-business/software)
- [Business Management Software](https://www.softwareadvice.co.nz/directory/4371/business-management/software)
- [Online CRM Software](https://www.softwareadvice.co.nz/directory/387/online-crm/software)
- [Sales Tracking Software](https://www.softwareadvice.co.nz/directory/3590/sales-tracking/software)
- [Contact Management Software](https://www.softwareadvice.co.nz/directory/434/contact-management/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/directory/4153/crm/software)
- [All Categories](https://www.softwareadvice.co.nz/directory)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Software Advice helps businesses in New Zealand find the best software. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.nz","url":"https://www.softwareadvice.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.nz/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":[]},{"name":null,"url":"https://www.softwareadvice.co.nz/","@id":"https://www.softwareadvice.co.nz/#website","@type":"WebSite","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"potentialAction":{"query":"required","target":"https://www.softwareadvice.co.nz/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"CRM Software","description":"Page 2 - Discover the best CRM Software in New Zealand. Compare top CRM Software tools with customer reviews, pricing and free demos.","url":"https://www.softwareadvice.co.nz/directory/4153/crm/software?page=2","about":{"@id":"https://www.softwareadvice.co.nz/directory/4153/crm/software?page=2#itemlist"},"breadcrumb":{"@id":"https://www.softwareadvice.co.nz/directory/4153/crm/software?page=2#breadcrumblist"},"@id":"https://www.softwareadvice.co.nz/directory/4153/crm/software?page=2#webpage","@type":["WebPage","CollectionPage"],"mainEntity":{"@id":"https://www.softwareadvice.co.nz/directory/4153/crm/software?page=2#itemlist"},"publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"isPartOf":{"@id":"https://www.softwareadvice.co.nz/#website"},"inLanguage":"en-NZ"},{"@id":"https://www.softwareadvice.co.nz/directory/4153/crm/software?page=2#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM Software","position":2,"item":"https://www.softwareadvice.co.nz/directory/4153/crm/software","@type":"ListItem"},{"name":"Page 2","position":3,"item":"https://www.softwareadvice.co.nz/directory/4153/crm/software?page=2","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Page 2 - Best CRM Software in New Zealand - 2026 Reviews, Pricing &amp; Demos","@context":"https://schema.org","@id":"https://www.softwareadvice.co.nz/directory/4153/crm/software?page=2#itemlist","@type":"ItemList","itemListElement":[{"name":"Marketing 360","position":1,"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":"Bitrix24","position":2,"description":"Bitrix24 is an online workspace platform designed to help businesses manage teams, sales, projects, and client relationships in one environment. It is suitable for organizations of various sizes and industries, including retail, real estate, professional services, and software development. The platform serves as a central hub for business operations by combining multiple tools into a single system.\n\nIt includes a CRM system for managing sales pipelines, leads, deals, and contacts, with communication options such as forms, chat, social media, telephony, and email. Project management tools offer features such as Kanban boards, Gantt charts, Scrum frameworks, time tracking, and workload management. Collaboration tools include team chat, video conferencing, shared calendars, and document storage. A website builder is also available for creating websites and online stores with e-commerce functionality.\n\nThe platform provides HR management tools such as employee directories, absence tracking, and company structure organization. An AI assistant, CoPilot, supports productivity in areas such as CRM, tasks, and communication. Workflow automation features include business process automation, rules, triggers, and no-code robotic process automation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0d820dd6-6e0b-43de-becb-e9078a2d9fac.png","url":"https://www.softwareadvice.co.nz/software/128326/bitrix24","@type":"ListItem"},{"name":"Any.do","position":3,"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":"Act!","position":4,"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":5,"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":"mHelpDesk","position":6,"description":"mHelpDesk is a field service solution that helps service businesses automate processes. It assists with customer management, quoting, dispatching, invoicing, billing and reporting.\n\nmHelpDesk has multiple features to support a field service-oriented business, including integration with both QuickBooks Online and QuickBooks Desktop for accounting. It also offers an offline mode, which allows technicians to continue using the mobile app in areas without internet or cell reception. The cloud-based tool is accessible on all mobile devices with internet access. This allows field techs to access all the necessary information about a job right. mHelpDesk also provides visibility into staff schedules, helping to dispatch and alert field employees.\n\nEstimates and invoices are customizable, allowing organizations to create templates that make sense for their business and customers. The system also integrates with any unique website, providing functional widgets, forms and login boxes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/273c54aa-4d75-41b9-9914-e2c0a26baa2c.png","url":"https://www.softwareadvice.co.nz/software/23923/mhelpdesk","@type":"ListItem"},{"name":"Salesforce Service Cloud","position":7,"description":"Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multiple channels. It provides tools for various service teams, including contact centers, field service operations, HR departments, and IT service teams. The platform focuses on enhancing customer interactions.\n\nKey features include omni-channel support, centralized case management, and AI capabilities that automate routine tasks, allowing service representatives to address more complex issues. It integrates digital channels, connects phone systems with CRM data, and offers self-service portals for around-the-clock customer support. The platform also includes a centralized knowledge management system, providing access to a digital library for both agents and customers.\n\nService Cloud provides analytics and data insights to help service leaders make informed decisions. Field service tools support workforce productivity by streamlining operations. The platform's unified structure ensures customer information is connected, enabling consistent support experiences.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9aaf4fc8-6613-49c5-98cc-efcc446130b0.jpeg","url":"https://www.softwareadvice.co.nz/software/363691/service-cloud","@type":"ListItem"},{"name":"eWay-CRM","position":8,"description":"CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. \n\nWith this solution, marketing is done efficiently because it can assist in creating strategic plans, sending bulk emails, generating leads and evaluation.\n\nThe CRM, together with Outlook, stores data about the customers and allows users to access them. \n\nThe platform also offers a project management module that allows automation of the workflow. \n\nAdditionally, assessment of the business performance is possible with the analytics tool available. \n\nProfessionals can also use it as a web application or via mobile devices. It works offline so employees can track business opportunities and engage with customers, even from remote locations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/96c95171-8a65-4b39-82b8-8606dda3c33f.png","url":"https://www.softwareadvice.co.nz/software/31005/eway","@type":"ListItem"},{"name":"SendPulse","position":9,"description":"SendPulse is an all-in-one marketing automation platform designed to help you streamline your sales and marketing efforts from start to finish and scale your business.\n\nSendPulse features include:\n- bulk email and SMS service;\n- sales pipeline automation;\n- transactional emails;\n- Facebook Messenger, Instagram, Telegram, and WhatsApp chatbot builder;\n- web push notification service;\n- website builder;\n- live chat builder;\n- CRM system;\n- online course builder and LMS.\n\nNo matter which SendPulse service you choose to work with, it will feature our platform's core components: intuitive, no-code interface; user-friendly drag-and-drop builder with extensive customization options; seamless integration of individual services within the platform; and advanced marketing and sales automation capabilities. You can seamlessly combine all services into a unified system to create automated sales pipelines.\n\nSendPulse’s online course builder integrates various marketing and sales automation tools, allowing you to effortlessly engage new students, nurture relationships with your existing audience, and effectively monetize your expertise. \n\nSendPulse is always available on your smartphone, enabling you to launch marketing campaigns, interact with your chatbot subscribers, and manage your audience from anywhere.\n\nOnline courses created with SendPulse's course builder are also accessible on mobile devices. Education by SendPulse is a user-friendly app that allows students to create and edit their profiles, enroll in courses, track their learning progress, and communicate with instructors. You only need a smartphone or tablet to register, create a student account, and successfully start and complete your training.\n\nSendPulse offers a wide range of comprehensive, seamlessly integrated marketing solutions. Our core objective is to optimize marketers’ and business owners’ workflows and empower them to drive company growth through more efficient sales and marketing processes. \n\nWith SendPulse, you can efficiently:\n- Build and segment your audience.\n- Manage all your sales and marketing activities from a single platform.\n- Track and analyze the effectiveness of your deals.\n- Make data-driven decisions based on actionable insights.\n- Boost your sales through personalized messaging tailored to subscribers across every stage of your sales funnel.\n\nWith SendPulse, you will get access to unlimited email campaigns, 24/7 live support, exceptional deliverability, and detailed reporting on every pricing plan. Our free plan includes 15,000 emails per month, while our paid subscriptions start at just $9.85 per month.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fc103341-90fc-4a5a-873f-1b7fbf6c08b5.png","url":"https://www.softwareadvice.co.nz/software/31209/sendpulse","@type":"ListItem"},{"name":"Apptivo","position":10,"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":"Sage Intacct","position":11,"description":"Sage Intacct operates within the Sage Business Cloud portfolio as a comprehensive cloud-based financial management software, expertly designed to bring rich financial and operational insights to a variety of businesses. Recognized for its robust accounting capabilities, Sage Intacct is particularly tailored for small to midsize enterprises looking to streamline their financial processes while gaining access to real-time monetary data.\n\nFrom an architectural standpoint, Sage Intacct stands as an adaptable platform equipped to integrate with numerous other applications. This flexibility enables it to easily fit into a wide range of business ecosystems, accommodating the diverse and evolving needs of modern organizations. Central to its design is an appreciation for differing industry requirements, which Sage Intacct meets with its industry-specific solutions, thereby supporting a more personalized financial management experience.\n\nThe platform is lauded for its user-friendly interface, crafted to simplify complex financial data compilation and present it in an easily digestible format. Users are able to construct comprehensive financial reports that garner insights without requiring an extensive background in data analysis. This function is vital for companies aiming to make informed decisions quickly and with confidence.\n\nA defining trait of Sage Intacct is the commitment to financial visibility. With its advanced reporting and dashboard capabilities, stakeholders can dissect and monitor financial metrics that are critical to a business’s strategic vision, enabling leadership to pivot or accelerate with accurate backing. Moreover, Sage Intacct is engineered to scale, offering entities the assurance that the software can grow in tandem with their operations.\n\nIn accounting terms, Sage Intacct is a friend to compliance, offering a suite of features that assist businesses in adhering to accounting standards and regulations, such as GAAP, IFRS, and others. It also reinforces internal controls, helping to mitigate financial risk and establish a transparent financial environment.\n\nGiven its cloud foundation, Sage Intacct provides anywhere, anytime access to financial data, a necessity in a globalized and mobile business landscape. The security of this data is not overlooked; Sage Intacct commits to established protocols to safeguard sensitive financial information against modern threats.\n\nSage Intacct, thus, stands out as a potent tool that facilitates enhanced financial management, augments strategic decision-making capabilities, and assures compliance and security, all while offering expandability to accommodate the dynamic nature of growing businesses. It remains an integral part of the Sage Business Cloud, geared towards empowering organizations with precision and agility in their financial operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fe0f5e7e-e066-4ca1-a42f-67ba4ba1c9d0.jpeg","url":"https://www.softwareadvice.co.nz/software/1710/sage-intacct","@type":"ListItem"},{"name":"HoneyBook","position":12,"description":"HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, payments, and projects. It is suitable for professionals such as event service providers, marketing specialists, designers, creative professionals, consultants, coaches, personal service providers, and real estate professionals. The platform supports businesses in maintaining client relationships and organizing operational workflows.\n\nThe system includes tools for tracking client interactions, creating proposals and contracts, processing invoices and payments, capturing leads through customizable forms, and managing projects. Its AI features assist with tasks such as generating email drafts, creating project summaries, analyzing business trends, and taking meeting notes. Additional features include a client portal, scheduling tools, and automation options.\n\nHoneyBook offers mobile access through iOS and Android apps, enabling professionals to manage operations remotely. It centralizes business processes and client communications to simplify workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8c70159d-32c2-43c6-87a7-f1f66d5d622b.png","url":"https://www.softwareadvice.co.nz/software/365179/honeybook","@type":"ListItem"},{"name":"Insightly","position":13,"description":"Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b5d562cb-cad1-4116-bdd7-4e41f252bc79.png","url":"https://www.softwareadvice.co.nz/software/2667/insightly","@type":"ListItem"},{"name":"Copper","position":14,"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":"Nutshell","position":15,"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/11503072-fb77-4d2e-ba0e-81dfea7aad0e.png","url":"https://www.softwareadvice.co.nz/software/4949/nutshell","@type":"ListItem"},{"name":"Freshsales","position":16,"description":"Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, client interaction, marketing insights, customer relationship management and other operations. The platform enables organizations to design custom workflows with event-based triggers to automate repetitive tasks.\n\nFreshsales allows teams to create custom sales pipelines based on geographies, team, processes or other criteria and maintain a product catalogue with pricing, discount and tax information. It offers a host of features like customizable email templates, sales goals management, predictive contact scoring, sales forecasting, audit logs, role-based access and more. Additionally, administrators can view and track KPIs, teams’ performance, sales, client communication and other data via the analytics dashboard.\n\nFreshsales facilitates integration with numerous third-party applications such as Microsoft Outlook, PandaDoc, Xero and more. It is available on monthly/annual subscriptions and support is provided via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bf6a3584-3313-4a13-86a7-6d6d000780e8.png","url":"https://www.softwareadvice.co.nz/software/113796/freshsales","@type":"ListItem"},{"name":"Pipeline CRM","position":17,"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":"Meritto","position":18,"description":"Meritto is a flagship product of NoPaperForms, empowering over 1200 educational organizations across the globe to grow their enrollments. Our comprehensive suite of purpose-built tools – Enrollment Cloud, Education CRM, Application Platform, Education Payment Cloud, and Modern Engagement Suite – functions like a well-oiled Operating System for Student Recruitment and Enrollment, seamlessly addressing every aspect of the enrollment process.\n\nEverybody from EdTech Companies, Coaching & Training Institutes, Study Abroad Consultants,  K12 Schools, Play & Pre-Schools to Higher Education Institutions, love us for what we do. The reason? It’s how we purpose-build to keep them enrolling with insights gained from serving hundreds of educational organizations. Whatever the challenge is, it’s likely we already have a solution for it.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0c648b1a-95cd-435e-9dc2-59c71a96ef77.png","url":"https://www.softwareadvice.co.nz/software/340562/comprehensive-admission-suite","@type":"ListItem"},{"name":"Kylas Sales CRM","position":19,"description":"\"Voted #1 CRM Software for growing Indian businesses by Capterra. \nKylas is a sales CRM designed to support growing businesses in competitive marketplaces. \nIt offers a Unique Pricing Framework: \nIt is available for a flat INR 12,999 per month, including:\n1.  Unlimited User Licenses\n2. Onboarding and Training by CRM Experts \nKylas helps businesses identify promising sales leads and nurture them to closure for faster business growth.\"\n\nKEY FEATURES :-\nLead Management -\nKylas allows you to quickly capture leads from various sources, understand which ones to convert into deals, and which ones to disqualify.\n• Capture leads using lead capture forms\n• Capture leads from 3rd party portals\n• Bulk import leads\n• Automatically assign leads to teams using Kylas Routing Engine.\n• Manage your leads and analyze them by source, owner, 'created at,' and 'updated at.'\n• Utilize Custom Fields and Smart Filters for Leads\n• Engage with leads at multiple touchpoints using telephony, email, WhatsApp, and SMS.\n\nDeal, Contacts & Companies Management -\nEffectively manage Deals, their value, and the win probability, with visual access to analyze them by pipeline stages. Use Kylas for Account-Based Marketing with multiple Contacts on a Deal.\n• Gain insights on deals, their value, and estimated closure date.\n• Utilize smart filters for in-depth analysis of deals\n• Identify who is closing deals faster\n• Nurture clients for multiple sales products.\n• Share Deal Information with teams for better collaboration\n• Utilize Kylas for Account-Based Marketing and focus on top revenue-generating clients.\n\nSales Pipeline Management -\n•Ensure your sales leads and deals stay on track with efficient Sales Pipeline Management.\n•Customize pipeline stages based on your business requirements\n•Create different pipelines for various teams, products, and business units.\n•Automate specific actions or communication for different pipeline stages.\n•Easily sort or filter leads and deals by their closing date.\n\nData Management - \n•Have complete control over your data.\n•Import or migrate data from other CRMs or Excel.\n•Export data from the system with just a few clicks.\n•Quickly update data in bulk - leads, deals, and tasks.\n•Sync Kylas Data with 3rd party apps using Webhooks.\n•Ensure data security.\n•Prevent duplication of data.\n•Access the right data effortlessly with the help of filters and Smart Lists.\n\nProductivity & Collaboration -\nStay organized and collaborate effectively with your team throughout the sales process.\n•Get a 360-degree view of your business health with the sales dashboard.\n•Automate repetitive tasks like data entry, lead assignment, etc., using workflow automation.\n•Create tasks for Leads, Deals, Contacts, or Companies.\n•Collaborate seamlessly with your teams through Notes and Comments and @ mentions.\n•Stay on top of all tasks with In-App & Email Reminders.\n•Delegate tasks to your team.\n\nCustomer Engagement -\nEngage your customers for better relationships and faster conversions.\n•Send and receive emails directly from the app.\n•Create email templates to save time and reduce errors.\n•Set up online & offline meetings with clients directly from Kylas.\n•Record all sales calls to monitor call quality.\n•Keep track of sales calls and details, updated automatically into the CRM from your mobile.\n•View entire SMS conversations with customers in the 'Message' section.\n•Send and receive WhatsApp messages from Kylas.\n\nUser Access & Control -\nManage all Products & Services you offer and allow team members to tag them.\n•Customize fields for relevant data.\n•Control user data access and actions.\n•Implement unique Sharing Rules.\n•Set up multiple teams with defined access.\n•Facilitate cross-departmental data sharing.\n\nOrder Management -\nEffortlessly create, edit, and delete quotations on Kylas.\n•Access all your quotes in one place.\n•Download quotes as PDFs or send quotations to clients as email attachments directly from Kylas.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5d8dd8de-a4e0-424c-a350-80b6710c595f.png","url":"https://www.softwareadvice.co.nz/software/216694/kylas","@type":"ListItem"},{"name":"Tripleseat","position":20,"description":"Tripleseat is an event management platform designed for restaurants and unique venues. It helps hospitality businesses, including restaurants, bars, nightclubs, hotels, catering companies, breweries, and wineries streamline the event booking and planning process.\n\nTripleseat offers features to help businesses capture, manage, and convert event leads. It provides a centralized lead dashboard, automated lead responses, and detailed lead analytics. The platform also includes online booking calendars, event management tools, automated document creation, and 3D venue visualizations to enhance productivity and deliver a streamlined event planning experience.\n\nTo support data-driven decision making, Tripleseat features a real-time data dashboard, lead and sales reporting, customer relationship management data, and custom reporting capabilities. These analytics tools give hospitality businesses the insights needed to refine marketing strategies, optimize sales processes, and deliver exceptional event experiences that drive repeat business and increased revenue.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d551ce11-e14c-4d7f-9b35-8202b7ae7500.png","url":"https://www.softwareadvice.co.nz/software/160939/tripleseat","@type":"ListItem"},{"name":"BoldTrail","position":21,"description":"BoldTrail is the most comprehensive platform in the industry built to help real estate brokerages, teams, and agents win more business and work more efficiently. From lead capture and CRM to marketing automation, agent productivity tools, and AI-powered assistance, BoldTrail brings the tools agents use every day into one connected system. The result: faster follow-up, stronger relationships, and more opportunities converted from first touch to close. Designed for modern brokerages, BoldTrail gives leaders visibility into performance while empowering agents with technology that actually helps them sell more homes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bdb2004b-a582-440b-87a0-b21e48639f3d.png","url":"https://www.softwareadvice.co.nz/software/435596/BoldTrail","@type":"ListItem"},{"name":"Wise Agent","position":22,"description":"Wise Agent is a cloud-based real estate customer relationship management solution that helps businesses and agents automate the management of sales activities such as leads, responses, appointments and transactions.\n\n\nWise Agent’s features include contact management, lead automation, landing pages, appointment calendar and more. The marketing module allows teams to create and design real estate flyers, emails, drip campaigns, newsletters, SMS text and letters. Additionally, it helps users manage contact details and provide a list of pending calls upon login.\n\n\nWise Agent integrates with Google Chrome Extension, Facebook for Business, Google Calendar, Cloud CMA, Twitter, MailChimp, Real Geeks, Zapier, HouseHunt, Easy Agent PRO and Home Junction. Subscription plans are available on a monthly and annual basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/23a9161c-6e58-43c5-b611-7b61ea569c7b.png","url":"https://www.softwareadvice.co.nz/software/77511/wise-agent","@type":"ListItem"},{"name":"Salesforce Marketing Cloud","position":23,"description":"Salesforce Marketing Cloud is a marketing platform designed to help businesses personalize customer engagement across the entire lifecycle. The platform connects departments through data and insights, empowering marketing teams to build lasting customer relationships. Regardless of a company's size, industry, or existing technology, Salesforce Marketing Cloud can drive growth by unlocking data, enabling faster campaign creation and optimization, and facilitating omnichannel engagement.\n\nThe platform's key features include unified customer profiles and analytics, AI-powered campaign creation and optimization, and a customer data platform that provides faster access to centralized customer data. Agentforce, the platform's AI assistant, helps marketers create impactful campaigns by surfacing insights, defining strategy, and generating content. Additionally, its marketing intelligence module offers a single view of marketing performance to optimize cross-channel campaigns.\n\nSalesforce Marketing Cloud is a marketing platform that enables businesses of every size and industry to personalize customer touchpoints, deploy smarter campaigns, and activate data across the customer lifecycle. The platform's connected suite of tools empowers marketing teams to work together efficiently and drive meaningful customer relationships.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1a2b2816-ff47-405e-a9e2-2b8d6fd68dfd.png","url":"https://www.softwareadvice.co.nz/software/22998/salesforce-socialcrm","@type":"ListItem"},{"name":"Klaviyo","position":24,"description":"Klaviyo is the all-in-one platform built to help B2C brands drive revenue and relationships by integrating SMS and email marketing, full-funnel analytics, and customer service in one solution.\n\nBy capturing every event — like clicks, purchases, and chats — in a unified customer profile, Klaviyo powers marketing automation that drives personalized customer experiences at scale across every channel. 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":"PracticePanther Legal Software","position":25,"description":"PracticePanther is the highest-rated, easiest-to-use, all-in-one legal practice management software, built specifically for solo, small, and mid-sized law firms. Trusted by tens of thousands of firms across 170+ countries, PracticePanther helps legal teams manage cases more efficiently, reduce administrative work, and get paid faster, without the complexity or steep learning curves common in traditional legal software. Start your free trial today, no credit card required.\n\nAt its core, PracticePanther is designed to help law firms manage every case from start to finish. Matter-centric workflows bring together case and client management, task automation, calendaring, documents, client communication, time tracking, billing, payments, custom reporting, and native trust & operating accounting built into one intuitive, cloud-based platform. \n\nRather than juggling disconnected platforms and multiple subscriptions, firms can run their entire practice from a single, user-friendly system that’s 100% customizable to the way their firm actually operates, not the other way around.\n\nPracticePanther is intentionally built for ease of use and fast adoption. Firms can get up and running in less than a day without long onboarding cycles of hours of training, making it an ideal solution for teams that want powerful functionality without unnecessary complexity. From day one, attorneys and staff can stay organized, collaborate more effectively, and maintain full visibility into every client interaction and case progression.\n\nKey capabilities include centralized case and client relationship management, document management and storage, calendaring and docketing, task automation, time and expense tracking, legal billing, native online payment processing, a full trust & operating accounting workflow, and customizable reporting. All features work together seamlessly to enable end-to-end legal workflows, helping firms run more efficiently.\n\nPracticePanther’s platform also supports modern client communication and cloud-based mobility. Secure client portals allow firms to share documents, send direct messages and SMS texts, and collect payments in a collaborative environment. With our iOS and Android-friendly mobile app, attorneys and staff can access client information, track time, and manage cases from anywhere.\n\nDue to our platform’s cloud-based foundation, PracticePanther deploys industry-leading security practices, including 256-bit military-grade encryption, to protect sensitive client and firm data both in transit and at rest. Built with strict access controls and reliable data backup protocols to help law firms meet their professional responsibility and confidentiality requirements with confidence.\n\nTo fit seamlessly into your existing workflows, PracticePanther integrates directly with Outlook, Google, Box, Dropbox, QuickBooks, and many other popular platforms. Pricing is straightforward on a per-user, per-month basis; all plan details are listed transparently on our website, making it easier for firms to scale without unexpected costs. PracticePanther provides its customers with personalized training, data migration, and live support via phone, email, chat, and an online knowledge base to ensure your firm gets the most out of the platform.\n\nPracticePanther is a strong fit for law firms that want an easy-to-use, all-in-one solution to manage cases, billing, and client communication in one tab. It is well-suited for all practice areas, including family law, criminal defense, bankruptcy, estate planning, personal injury, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cc52b155-9b57-4769-b42d-1623ebabd0b1.png","url":"https://www.softwareadvice.co.nz/software/152365/practicepanther","@type":"ListItem"}],"numberOfItems":25}
</script>