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description: Page 7 - 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: Page 7 - Best CRM Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# CRM Software

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## Products

1. [Striven](https://www.softwareadvice.co.nz/software/118170/striven) — 4.8/5 (129 reviews) — Striven is a cloud-based, all-in-one business management ERP platform built for small and midsize companies tired of ...
2. [RepairShopr](https://www.softwareadvice.co.nz/software/38543/repairshopr) — 4.4/5 (128 reviews) — RepairShopr is designed to help businesses manage ticketing, invoicing, point of sale (POS), CRM and marketing operat...
3. [Lofty](https://www.softwareadvice.co.nz/software/60278/chime) — 3.9/5 (127 reviews) — Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform...
4. [Jungo](https://www.softwareadvice.co.nz/software/72307/jungo) — 4.1/5 (123 reviews) — Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integ...
5. [TimelinesAI](https://www.softwareadvice.co.nz/software/219109/timelinesai) — 4.6/5 (116 reviews) — TimelinesAI is a WhatsApp Shared Inbox and CRM integration tool for teams using multiple individual numbers. Connect ...
6. [Bewe](https://www.softwareadvice.co.nz/software/176032/bewe) — 4.5/5 (115 reviews) — Las herramientas de gestión te ayudan a hacer las cosas. Bewe las hace por ti. Bewe no espera instrucciones para oper...
7. [Cirrus Insight](https://www.softwareadvice.co.nz/software/75837/cirrus-insight) — 4.2/5 (113 reviews) — Cirrus Insight transforms your sales process from reactive to proactive with AI-powered CRM automation and relationsh...
8. [Workbooks](https://www.softwareadvice.co.nz/software/4391/workbooks-crm) — 4.3/5 (112 reviews) — Workbooks is the 'No-BS' CRM. Workbooks designs, develops and implements its own software, which is targeted specific...
9. [vtenext](https://www.softwareadvice.co.nz/software/225634/vtenext) — 4.6/5 (109 reviews) — vtenext is a cloud-based CRM software designed to help businesses create and send customized communications, profile ...
10. [Ad Orbit](https://www.softwareadvice.co.nz/software/141427/maghub) — 4.6/5 (107 reviews) — Ad Orbit helps hundreds of publishers worldwide sell, deliver, and bill for advertising revenue. The contract-to-cash...
11. [Productive](https://www.softwareadvice.co.nz/software/176476/productive) — 4.6/5 (107 reviews) — Productive is an all encompassing agency management platform. It is an ideal fit for software development, marketing ...
12. [SYSPRO](https://www.softwareadvice.co.nz/software/3003/syspro) — 4.2/5 (105 reviews) — SYSPRO is an enterprise resource planning (ERP) solution that provides last-mile capabilities for manufacturing and d...
13. [Visual Planning](https://www.softwareadvice.co.nz/software/3673/visual-planning) — 4.5/5 (105 reviews) — Visual Planning is a powerful, customizable platform designed to help businesses plan, schedule, and manage resources...
14. [Dolibarr](https://www.softwareadvice.co.nz/software/131476/dolibarr) — 4.5/5 (105 reviews) — Dolibarr ERP \& CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for ...
15. [M1 ERP](https://www.softwareadvice.co.nz/software/389898/m1-erp) — 3.8/5 (103 reviews) — M1 ERP is a subscription-based enterprise resource planning (ERP) system, available on-premise or via the cloud, that...
16. [GlassHive](https://www.softwareadvice.co.nz/software/355500/glasshive) — 4.7/5 (103 reviews) — GlassHive helps tech companies of all sizes including MSPs, MSSPs, VARs, vendors and more manage marketing and sales ...
17. [Contactually](https://www.softwareadvice.co.nz/software/31013/contactually) — 4.3/5 (103 reviews) — Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive person...
18. [Dubb](https://www.softwareadvice.co.nz/software/328257/dubb) — 4.8/5 (103 reviews) — Dubb is a video management platform designed to help businesses track conversations and create, distribute, record an...
19. [hireEZ](https://www.softwareadvice.co.nz/software/438848/hiretual) — 4.7/5 (103 reviews) — hireEZ is the AI recruitment platform built for scale and substance. Powered by agentic AI, hireEZ delivers automatio...
20. [Salesmate](https://www.softwareadvice.co.nz/software/45341/salemate) — 4.7/5 (102 reviews) — Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-po...
21. [Wingmate](https://www.softwareadvice.co.nz/software/193924/wingmate) — 4.6/5 (101 reviews) — Unite your troops to save time \& sell more. Wingmate provides intuitive solutions earning powerful results to hel...
22. [OnePageCRM](https://www.softwareadvice.co.nz/software/8278/onepagecrm) — 4.8/5 (101 reviews) — OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship manage...
23. [wolkvox](https://www.softwareadvice.co.nz/software/87791/wolkvox) — 4.6/5 (100 reviews) — At Wolkvox, we believe that every interaction with your customers can become a Power Conversation: a relevant, seamle...
24. [Clientary](https://www.softwareadvice.co.nz/software/370567/clientary) — 4.7/5 (100 reviews) — Clientary is a full-suite app for teams to manage projects, hours, proposals, leads, invoices, payments, staff, and c...
25. [InfoFlo](https://www.softwareadvice.co.nz/software/138010/infoflo) — 4.5/5 (98 reviews) — InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help or...

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## 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

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It is designed for computer repair shops, plumbing businesses, auto repair, watch repair, HVAC service and painting contractors.\n\n\nKey features include a customer web portal, ticketing and invoicing, estimation tools and inventory management. RepairShopr’s CRM tools enable users to manage a contact database, take notes, maintain histories of emailed invoices and billing summaries, track customer credits and create barcodes.\n\n\nThe RepairShopr customer portal allows customers to check service statuses and invoice histories, as well as approve or decline estimates. The inventory management module offers batch tracking, return tracking and vendor information. The POS system provides automatic charge calculation, manages multiple cash registers, supports barcode scanning and integrates with the inventory module. RepairShopr offers integration with Stripe, Paypal, Authorize.net, Quickbooks, Google Calendar and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/981fd0b3-7020-4464-8f8f-1185d02e468b.png","url":"https://www.softwareadvice.co.nz/software/38543/repairshopr","@type":"ListItem"},{"name":"Lofty","position":3,"description":"Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform built specifically for real estate professionals — from solo agents and growing teams to large brokerages. Designed to automate marketing, boost productivity, and streamline sales workflows, Lofty empowers users to capture, nurture, and convert leads into closed transactions more efficiently.\n \nPowered by advanced AI, Lofty's AI Workforce delivers intelligent automation, predictive insights, and virtual assistant capabilities, ensuring that agents never miss an opportunity. With more than 33 built-in lead generation methods, cross-platform 360° marketing, brand advertising, and hyper-local automation tools like Lofty Bloom, the platform helps real estate businesses scale their client base and maximize ROI.\n \nA key differentiator is Lofty’s IDX-integrated, SEO-optimized websites, which seamlessly sync with the CRM. This integration ensures that lead data flows directly into your pipeline, enabling personalized follow-ups, automated nurturing, and real-time engagement tracking — all from one central platform. Combined with tools like AI Copilot, social media automation, Dynamic CMA presentations, a power dialer, and complete transaction management, Lofty simplifies every step of the sales cycle.\n \nTrusted by top agents, teams, and brokerages nationwide, Lofty brings marketing, lead generation, client engagement, and deal management together in a single, mobile-friendly solution built to accelerate growth and close more transactions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fe12bff8-2eb3-4662-92ae-452ef4551830.png","url":"https://www.softwareadvice.co.nz/software/60278/chime","@type":"ListItem"},{"name":"Jungo","position":4,"description":"Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integrations, Jungo can be fully customizable to fit your needs. Key features include: \n\nMarketing:\nLet Jungo market for you. Jungo comes pre-built with email templates and drip campaigns for every type of contact in your database. That way, you can educate cold leads, nurture existing prospects, and delight past clients automatically! \n\nAutomations:\nSave time and automate repetitive tasks, emails, lead distribution, and more. Jungo is fully customizable to automate your workflow so you can focus on high-value tasks that close. \n\nLOS Integrations:\nJungo integrates with the top loan origination software including Ellie Mae’s Encompass, Calyx Point, LendingPad, Velocity, and Byte. That way, you can sync all of your loan data into Jungo and set up automations as you get more loans. \n\nReporting & Analytics: \nMake data-driven decisions instantly with live data. Jungo has fully customizable reports and dynamic dashboards so you can oversee your entire business. \n\nContact Management:\nEasily segment your database to send more personalized and targeted messages to grow your pipeline. \n\nSecure Document Management:\nKeep all client communication and documentation in once place with Jungo’s encrypted mortgage CRM. Already use Floify? Jungo has a direct integration with Floify. \n \nSign up for a free demo to see how Jungo’s Mortgage CRM will save you time and grow your business! https://ijungo.com/request-demo/?click=softwareadvice","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ccbafd1e-c64c-48fa-b1fd-924a4c802f10.png","url":"https://www.softwareadvice.co.nz/software/72307/jungo","@type":"ListItem"},{"name":"TimelinesAI","position":5,"description":"TimelinesAI is a WhatsApp Shared Inbox and CRM integration tool for teams using multiple individual numbers. Connect a number via QR in minutes, collaborate in a unified inbox, and sync messages, media, and contacts to CRM records (Pipedrive, HubSpot, Close, monday.com, Zoho, Salesforce). No coding required—just faster replies, cleaner data, and measurable workflows from day one.\n\n✅ Shared inbox for multiple WhatsApp numbers: assign owners, mention teammates, add internal notes, organize with labels, build saved views, and keep a single source of truth for every client thread.\n✅ Native CRM integrations: map conversations and media to the right leads/contacts/deals automatically, keep timelines in sync, reduce manual copy-paste, and maintain accurate reporting.\n✅ Live inside your CRM: use the Chrome extension to read/reply without switching tabs; keep context, reduce handle time, and avoid fragmented history.\n✅ Automation without code: trigger follow-ups, tasks, and notifications; update fields and stages; route chats based on rules; and standardize SLAs for consistent service.\n✅ Campaigns at scale: run mass and bulk-reply workflows with guardrails, personalize content, and monitor delivery/response patterns to improve outreach quality.\n✅ AI assistance: summarize long threads, propose next replies, power autoresponders for off-hours, and escalate when intent or sentiment changes.\n✅ Build your stack: connect via Zapier, Make, webhooks, and API; plug TimelinesAI into help desks, data warehouses, and internal tools with minimal effort.\n✅ Analytics and governance: track volumes, workloads, and response times; review assignments and outcomes; export for BI; apply roles/permissions for safe collaboration.\n✅ Quick start and support: fully functional 10-day trial, no credit card; scan QR to connect, invite your team, and use in-app onboarding to go live quickly.\n✅ Works with the WhatsApp mobile app: keep the device online for continuous sync and maintain reliability with simple, proven setup.\n\nWho uses TimelinesAI: sales, success, and support teams; agencies and services businesses; SMB and mid-market companies that rely on WhatsApp to acquire, onboard, and retain customers but need CRM visibility, team collaboration, and automation.\n\nWhat you solve: scattered chats across personal devices, slow replies, manual CRM updates, inconsistent follow-ups, and zero reporting. With TimelinesAI, WhatsApp becomes structured, auditable, and scalable—so every customer conversation contributes to pipeline, retention, and growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7d82d379-6704-407a-a31c-d4ff17d7b473.png","url":"https://www.softwareadvice.co.nz/software/219109/timelinesai","@type":"ListItem"},{"name":"Bewe","position":6,"description":"Las herramientas de gestión te ayudan a hacer las cosas. Bewe las hace por ti. \nBewe no espera instrucciones para operar, Linda, la IA que funciona como tu cerebro, analiza lo que ocurre en tu negocio, identifica oportunidades y actúa de forma autónoma. \nLinda es tu asistente de ventas 24/7, agenda automática, CRM inteligente que se construye solo, y marketing automatizado que lanza campañas por WhatsApp. También crea contenido para Instagram. Entiende tu negocio a partir de la información que le proporcionas y actúa según los beneficios que detecta. Tú autorizas lo que importa. Ella se encarga del resto.\n¿Cómo funciona Linda?\nLo que permite que el ecosistema opere solo son las etiquetas. Cada conversación que Linda procesa genera etiquetas automáticas que clasifican al contacto: qué le interesa, en qué etapa está, qué tan cerca está de comprar o reservar. Esas etiquetas son las venas del sistema — fluyen hacia el CRM, activan campañas de marketing, priorizan leads y organizan la agenda en tiempo real. \nFuncionalidades\nAsistente de Ventas y Agendamiento Automático \nEl 78% de los clientes elige al primero que contesta. Linda gestiona de forma simultánea WhatsApp Business API, Instagram Business y el chat de tu sitio web. Responde consultas, califica prospectos, agenda citas y sesiones automáticamente, envía cotizaciones y recomienda servicios, sin intervención humana, a cualquier hora. Linda también sabe cuándo ceder el control. Cuando una situación requiere criterio humano, por ejemplo, un cliente VIP, una consulta compleja, un caso delicado, escala la conversación con todo el contexto para que tú intervengas solo cuando realmente hace falta. \nCRM Inteligente \nEl CRM se construye solo. Cada interacción de Linda con un cliente crea o actualiza su perfil automáticamente, sin entrada manual de datos. Cada contacto recibe un score de potencialidad (alto, medio o bajo) actualizado en tiempo real según su comportamiento. Las etiquetas generadas en cada conversación se convierten en segmentos activos: cuando lanzas una campaña, llega exactamente a quienes mostraron interés en ese servicio. \nMarketing Automático \nBewe detecta huecos en tu agenda, clientes inactivos, nuevas oportunidades, y propone campañas y contenido para redes sociales listos para tu aprobación, post e historias para Instagram.\nLas campañas de WhatsApp alcanzan tasas de apertura de hasta el 85%, tres veces más efectivas que el email. La IA genera copy e imágenes adaptadas a tu marca. Además de ello, el email marketing está conectado a tu CRM en tiempo real, sin exportar listas manualmente. \nAgenda Inteligente \nLinda agenda, reagenda y cancela citas directamente desde las conversaciones de WhatsApp e Instagram. Consulta disponibilidad en tiempo real entre profesionales y servicios, crea citas multi-servicio con duración calculada automáticamente y envía recordatorios antes de cada sesión para reducir los no-shows. \nLinda propone. Tú autorizas. El negocio avanza.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7ce6c078-8f81-410a-8d0d-5134f0560169.png","url":"https://www.softwareadvice.co.nz/software/176032/bewe","@type":"ListItem"},{"name":"Cirrus Insight","position":7,"description":"Cirrus Insight transforms your sales process from reactive to proactive with AI-powered CRM automation and relationship intelligence. For over a decade, Cirrus has connected Gmail, Outlook, and Salesforce to capture every interaction and ensure CRM data is always clean, current, and complete. The platform automates pipeline creation, deal management, and meeting preparation—keeping calendars full, buyer committees engaged, and forecasts accurate. With inbox-native workflows and real-time insights, Cirrus empowers teams to build pipeline faster, manage deals smarter, and win more consistently. Whether you’re an admin, sales leader, or rep, Cirrus aligns your go-to-market motion and fuels predictable revenue growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c6276e3a-81b5-4aae-8f91-e6596c65ec42.png","url":"https://www.softwareadvice.co.nz/software/75837/cirrus-insight","@type":"ListItem"},{"name":"Workbooks","position":8,"description":"Workbooks is the 'No-BS' CRM. \n\nWorkbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.\n\nThe platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. \n\nIt also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.\n\nBusinesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.\n\nFinally, Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3d730d69-3f3b-4a7d-b6aa-34b3a0d96472.jpeg","url":"https://www.softwareadvice.co.nz/software/4391/workbooks-crm","@type":"ListItem"},{"name":"vtenext","position":9,"description":"vtenext is a cloud-based CRM software designed to help businesses create and send customized communications, profile incoming leads, identify profitable channels and schedule campaigns for targeted audiences in compliance with GDPR regulations. Key features include data visualization, task management, task progress tracking, forms management, version control, document storage and contact management.\n\nTeams using vtenext can create data management and authorization processes and define and share standard templates according to individual requirements. The platform enables employees to create customized offers for upselling and cross-selling, plan follow-up processes and receive automated alerts to improve sales opportunities. Additionally, it allows users to automatically route requests arriving from multiple sources, including emails, phone, web and more. \n\nvtenext helps managers to send notifications to concerned departments, plan maintenance activities and share intervention reports with team members. It is available on a monthly subscription and support is extended via live chat, forum, phone, email and inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ea0578db-5b1c-4620-a398-e70e471d3bd8.png","url":"https://www.softwareadvice.co.nz/software/225634/vtenext","@type":"ListItem"},{"name":"Ad Orbit","position":10,"description":"Ad Orbit helps hundreds of publishers worldwide sell, deliver, and bill for advertising revenue. The contract-to-cash platform combines a Customer Relationship Management (CRM) and Order Management System (OMS) to enable revenue teams to reach maximum effectiveness.\n\nDeveloped over the last ten years to optimize publisher operations, the solution has evolved from a simple CRM tool to one that spans areas as diverse as:\n\nAd Inventory Management\n\nElectronic Signatures\n\nClient Portals\n\nAd Reminders/Proofs/Uploads\n\nBilling\n\nAccounts Receivable\n\nBuilt-in Business Intelligence (BI) reporting/dashboarding\n\nService Sales & Project Management\n\nWhile originally designed for Magazine Publishers, the platform has continued to adapt with the industry to support omnichannel advertising campaigns. Whether your ad runs on owned and operated channels like print, web, newsletters, webinars, OOH, events, and broadcast or via a programmatic distribution network – Ad Orbit helps your team keep everything organized.\n\n“Not only is the program easy to follow, but the support has been amazing.” - Sharon H., Ad Orbit User","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3c7f7fe6-0be3-4964-b822-c2cee6723bed.png","url":"https://www.softwareadvice.co.nz/software/141427/maghub","@type":"ListItem"},{"name":"Productive","position":11,"description":"Productive is an all encompassing agency management platform. It is an ideal fit for software development, marketing and design agencies or consultancies that are looking for a \"single source of truth\" tool.\n\n\nIt includes sales pipeline management, resource planning / scheduling, time tracking, project management, budgeting, invoicing and profitability reporting. It also comes with a free client portal.\n\n\nOne of Productive's biggest benefits is its strong reporting that is focused on profitability. It tracks not only rates and revenues, but also employee salaries and company overheads, providing users with a clear understanding of their agency's financial health. Its forecasting features also enable users to predict future budget spend and profit margins.\n\n\nProductive integrates with your Xero or QuickBooks Online account, with many more applications being supported with its Zapier link. It is a fast and user friendly, cloud based tool with a very active development roadmap that is constantly improved and upgraded with new features.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5b57f6c4-bad5-410c-b003-5753e8b8266b.png","url":"https://www.softwareadvice.co.nz/software/176476/productive","@type":"ListItem"},{"name":"SYSPRO","position":12,"description":"SYSPRO is an enterprise resource planning (ERP) solution that provides last-mile capabilities for manufacturing and distribution businesses. SYSPRO provides the solutions, processes, and tools to assist in managing data for faster business insights and informed decision-making. The solution is scalable and can be deployed in the cloud, on-premise, or hybrid, and accessed via the web or windows applications to provide customers with choice and flexibility.\n\nKey features of SYSPRO include business intelligence solutions with ERP embedded analytics for faster decsion making, depth of functionality in Manufacturing Operations Management (MOM), inventory, distribution, and procurement due to market specialization, self-service, supply chain extensibility and customization, and personalization. SYSPRO also supports integrations with third-party applications and connectors, where customers have the ability to integrate technologies such as AI, ML, and IoT into their ERP system.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ffdeca4e-f9b6-4aeb-b498-efcbef2a5fd6.png","url":"https://www.softwareadvice.co.nz/software/3003/syspro","@type":"ListItem"},{"name":"Visual Planning","position":13,"description":"Visual Planning is a powerful, customizable platform designed to help businesses plan, schedule, and manage resources efficiently across teams, projects, and industries. From construction and manufacturing to field services, clinical trials, and office-based project teams, Visual Planning adapts to your workflows rather than forcing you to adapt to the software.\n\nWith an intuitive drag-and-drop interface, you can schedule employees, subcontractors, equipment, and materials in real time. Visual Planning supports multiple views — including Gantt charts, Kanban boards, calendars, and maps — allowing managers to choose the most effective way to visualize their operations.\n\nKey Capabilities:\n\nCentralized Scheduling: Manage all tasks, events, and resources from one platform, reducing scheduling conflicts and double bookings.\n\nReal-Time Updates: Changes are instantly visible to all stakeholders, whether they are in the office or on-site, ensuring teams remain aligned.\n\nMobile & Field-Ready: The VPGo mobile app enables field workers to update job progress, submit photos, and report issues — even offline.\n\nAdvanced Resource Management: Filter resources by skills, availability, certifications, or location, ensuring the right people and tools are always assigned to the right job.\n\nBudget & Cost Tracking: Monitor labor and material expenses in real time to prevent cost overruns and keep projects profitable.\n\nIntegration-Friendly: Connect Visual Planning with ERP, CRM, HRIS, and other business tools via REST API and Webhooks, eliminating duplicate data entry.\n\nCollaboration Tools: Share schedules, assign tasks, and exchange files within the same platform to streamline communication and decision-making.\n\nIndustry-Specific Solutions: Configure templates and workflows tailored to your sector — from fleet and asset management to clinical research timelines and subcontractor coordination.\n\nWhy Businesses Choose Visual Planning:\n\nFlexibility: Fully customizable views, filters, and fields let you adapt the platform to your processes.\n\nProductivity Gains: Reduce time spent on administrative scheduling tasks by up to 30%, freeing teams to focus on high-value work.\n\nTransparency: Dashboards and reports offer instant visibility into workload, progress, and upcoming deadlines.\n\nScalability: Suitable for small teams as well as enterprise-level operations with multiple sites and hundreds of resources.\n\nWhether you need to plan complex construction schedules, manage clinical trial visits, coordinate manufacturing production, or simply keep a distributed workforce aligned, Visual Planning provides the tools to keep your operations organized, on time, and on budget.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f57c117c-d011-4ef0-9eed-0332deee8a0b.png","url":"https://www.softwareadvice.co.nz/software/3673/visual-planning","@type":"ListItem"},{"name":"Dolibarr","position":14,"description":"Dolibarr ERP & CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsize enterprises, nonprofit organizations and freelancers. Primary features include sales management, human resource management, product and stock management, financial management, billing, marketing management and reporting.\n\n\nOther features include payments management, donation management, shipping management, order management, contract management, proposals/quotes management, expense management, e-commerce and more.\n\n\nDolibarr includes a REST API that allows users to integrate with third-party applications. Some of these include Paypal, Stripe, Paybox, Google Maps, Google Contacts, Google Calendar, Magento, WooCommerce and more.\n\n\nIt is compatible with Windows, Linux and Mac operating systems. Users can install Dolibarr in two options: as a standalone application or an online version hosted on shared network or a virtual machine.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/326e2090-fffb-42d0-9ad7-98cf033fa0a8.png","url":"https://www.softwareadvice.co.nz/software/131476/dolibarr","@type":"ListItem"},{"name":"M1 ERP","position":15,"description":"M1 ERP is a subscription-based enterprise resource planning (ERP) system, available on-premise or via the cloud, that automates financials, inventory, production, sales/quoting and production planning. The solution is suitable for small to midsize businesses in industries including chemical, food and beverage, health and beauty, job shops, aerospace, defense, pharmaceuticals, life sciences, electronics, industrial, machine shops, medical devices, plastic and rubber, and renewable energy.  \n\nThe software provides a centralized solution to help businesses that manufacture via repetitive, make-to-stock, make-to-order and engineer-to-order processes, automate tasks and improve operational efficiency across the entire business. It integrates production planning, inventory control, job management, quality assurance, and financial management into a centralized interface. This allows manufacturers to manage the entire operation using one comprehensive solution. M1’s product configurator provides a multi-level, automated configuration that builds product configurations from a BOM, including all sub-assemblies. Users can also add additional rules and formulas after the wizard is complete. The system also offers features for inventory barcoding, shop floor control and customizable reporting through integration with Crystal Reports.\n\nOther key features include free \"view only\" licenses for users who only need to view and edit reports, \"Smart Screen Technology\" that automatically changes screens based on users’ input and an M1 Design Studio that allows users to customize the system without accessing the source code or requiring extensive programming knowledge. M1 ERP is also compliant with ITAR, and has an ITAR-compliant cloud platform for manufacturers who need to maintain regulatory compliance. The software also offers capabilities for batch production, lot tracking, inventory management, warehouse management system (WMS), document generation, machine intelligence, supply chain planning, MRP, accounting, financial reporting, customer relationship management (CRM), and regulatory reporting\n\nThe software enhances supply chain management by offering real-time visibility into inventory, production, and procurement. This optimizes order fulfillment, reduces lead times, and improves coordination with suppliers. M1 also provides advanced accounting functionality to help manufacturers manage cost of goods sold. It allows users to track material costs, labor expenses, and overheads, ensuring accurate cost calculations and aiding in pricing strategies and financial management. Additionally, M1 includes project management tools for task scheduling, resource allocation, progress tracking, and cost analysis. These features elevate a manufacturer's ability to manage projects effectively, ensuring timely completion and accurate project costing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5a612d80-cf89-460d-a059-6252e40935ed.jpeg","url":"https://www.softwareadvice.co.nz/software/389898/m1-erp","@type":"ListItem"},{"name":"GlassHive","position":16,"description":"GlassHive helps tech companies of all sizes including MSPs, MSSPs, VARs, vendors and more manage marketing and sales processes. It includes CRM, email marketing, sales management, tasks, integrations, marketing plans, collateral builder, marketing, sales reports, journeys, contacts, landing page builder and SMS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d9da8437-3279-4c6f-b352-2df6946b5778.jpeg","url":"https://www.softwareadvice.co.nz/software/355500/glasshive","@type":"ListItem"},{"name":"Contactually","position":17,"description":"Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive personalized communication with their clients. The solution helps with identifying new relationships, following possible leads, generating new referrals, closing opportunities and driving business growth. With Contactually, businesses can organize their contact list into multiple categories and engage with different sets of audiences accordingly.\n\n\nContactually offers a dashboard for tracking daily follow-ups, scheduling events on a centralized calendar and monitoring engagement with key clients. Businesses can create multiple buckets from their contact list and configure sales pipelines across multiple channels. \n\n\nWith Contactually, businesses can automate their workflow by applying rules to a number of actions. The solution is capable of integrating with multiple email service providers such as Gmail, Outlook or any other IMAP-based email. Other features include processing client engagement history and generating business insights, assigning and distributing leads among the workforce and tracking business activity through the Contactually mobile app available for Android and iOS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46009d8f-9517-410d-8ead-83bf64354935.png","url":"https://www.softwareadvice.co.nz/software/31013/contactually","@type":"ListItem"},{"name":"Dubb","position":18,"description":"Dubb is a video management platform designed to help businesses track conversations and create, distribute, record and track videos. Professionals can set up automation processes to send messages at specific timings and use tags to segment contacts based on their activity.\n\nKey features of Dubb include calls to action (CTAs), video playlists, team management and email/SMS campaigns. It offers various templates, which enable professionals to apply saved settings on videos with the required elements to launch landing pages. Additionally, businesses can customize the platform by adding corporate logos, background images and colors across marketing channels.\n\nDubb facilitates integration with several third-party systems such as LinkedIn, Asana, YouTube and more. The product is available on monthly or annual subscriptions and support is extended via forums, knowledge base, FAQs, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/06a619cb-0955-4863-a3dd-8ca4a32bc5eb.png","url":"https://www.softwareadvice.co.nz/software/328257/dubb","@type":"ListItem"},{"name":"hireEZ","position":19,"description":"hireEZ is the AI recruitment platform built for scale and substance.\n\nPowered by agentic AI, hireEZ delivers automation and intelligence across the entire hiring process. From AI sourcing and automated resume screening to candidate engagement and real-time analytics, hireEZ streamlines workflows and uncovers top talent faster.\n\nDesigned for mid-market and enterprise teams, hireEZ integrates with your ATS, meets GDPR/CCPA standards, and enables data-driven decisions that drive strategic recruiting outcomes at scale.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3fcd076b-5235-413d-9973-8677eafe0a01.png","url":"https://www.softwareadvice.co.nz/software/438848/hiretual","@type":"ListItem"},{"name":"Salesmate","position":20,"description":"Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points. \n\nSalesmate is a flexible, customizable, and cost-effective solution to multiple teams in your organization.  \n\nThe platform solves these problems by offering built-in tools, saving cost on integrations, and high customization capabilities. \n\nThe core of Salesmate is the CRM module, where sales, marketing, and success teams can manage contacts, leads, customers, subscribers, and everyday activities effortlessly. \n\nWith these essentials, CRM module comes with built-in tools that front-line teams can utilize every single day like Calling, Texting, Pipeline Management, Deals, Conversations, and much more. \n\nOne of the core reasons for higher sales outcomes is the ability to automate operations and save more time for selling. This is where Salesmate offers Workflows and Sequences. \n\nWorkflows automate tasks like deal assignment, task assignment or date-based communication. While Sequences can put follow-ups on autopilot based on your terms and conditions. \n\nAnd with industry’s first AI-powered co-pilot, everyone in your sales team gets a personal assistance. ‘Sandy AI’ can book meetings, draft emails, or add notes for you. All you need to do is – just ask! \n\nWe know that sales teams can only function when marketing teams generate high quality leads. That’s where Salesmate empowers marketing teams to build and execute highly personalized campaigns and reach wider audiences. \n\nNot only that, but marketing teams can also track website visitors, collect leads using forms or lead gen bots, score every lead, built marketing journeys, and send-off the finest MQLs to sales teams for higher success. \n\nLastly, a great customer service team can truly manoeuvre retention, engagement, and revenue for the business. That’s why, Salesmate provides tools like Live Chat, Chatbots, and Shared Inboxes to deliver the finest experiences for your customers. \n\nNaturally, you need insights to predict trends, be agile, and make decisions in your growth journeys. That’s where Dashboards, Templates, Custom Reports, and Insights will offer everything you need to see what’s going on with your teams and business. \n\nFrom lead generation to top-notch customer experiences, Salesmate has something for everyone in your team. \n\nSalesmate has 15-day free trial, where you can explore every corner of the platform, without sharing credit card details. It’s safe, secure, and available for everyone in your team to try. \n\nHottest features:\n\nSales Automation \nMarketing Automation \nBuilt-in Calling & Texting \nSandy AI \nCustom Layouts and Modules \nSequences and Journey based Automation \nLive Chat and Chatbots \nEmail Campaigns \nMeeting Scheduler \nDashboards & Reporting","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6556b656-d647-427e-bd3a-2da3dc5becb1.png","url":"https://www.softwareadvice.co.nz/software/45341/salemate","@type":"ListItem"},{"name":"Wingmate","position":21,"description":"Unite your troops to save time & sell more. Wingmate provides intuitive solutions earning powerful results to help commercial service businesses dominate their competition.  \n\n1. Mobile Reporting App - Quick & easy tool for your field staff on the move. Capitalize on what they see & hear every day with our Reporting App. \n\n2. Simple CRM - A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. \n\n3. Inside Sales Support - Need inside salespeople? We provide top talent to qualify your leads, set meetings & tee-up deals.\n\nWingmate provides commercial service with the support to successfully prospect new businesses from start to finish, all without a single new hire.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9f564a05-5ba4-4961-829c-904b781932d6.png","url":"https://www.softwareadvice.co.nz/software/193924/wingmate","@type":"ListItem"},{"name":"OnePageCRM","position":22,"description":"OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. \n\nYou can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. \n\nUnique CRM features:\n\n— Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps.\n\n— Contact management:  All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. \n\n— Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub!\n\n— Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions.\n\nMore CRM features:\n\n— Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool.\n\n— Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature.\n\n— Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner.\n\n— CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues.\n\n— CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1ce33782-6b0e-49c6-9a2c-9ff42da6fa67.png","url":"https://www.softwareadvice.co.nz/software/8278/onepagecrm","@type":"ListItem"},{"name":"wolkvox","position":23,"description":"At Wolkvox, we believe that every interaction with your customers can become a Power Conversation: a relevant, seamless experience that makes a real impact. Our omnichannel, multimodal platform enables the synchronization of intelligent workflows that connect voice, chat, social media, and WhatsApp with advanced AI and integrated CRM solutions.\n\nWolkvox Cloud Contact Center is composed of three applications: Wolkvox Manager, Wolkvox Agent, and Wolkvox CRM. Wolkvox Manager is a tool for administrators, allowing user configuration, functionality activation, and operation monitoring. Wolkvox Agent is the agent’s workspace, providing management of multichannel interactions in one place. Wolkvox CRM helps track customer processes, with a focus on sales, customer service, and collections.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1a91aa82-4bbd-46a2-84a5-0ba493de44da.png","url":"https://www.softwareadvice.co.nz/software/87791/wolkvox","@type":"ListItem"},{"name":"Clientary","position":24,"description":"Clientary is a full-suite app for teams to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Clientary is perfect for a professional services firm. From nurturing prospects with beautiful proposals to tracking time/expenses and billing clients with professional invoices, Clientary has businesses covered.\n\nClientary's unique invoicing system allows administrators to use multiple premade themes, or create invoices and estimates. Clientary also includes a branded client portal to help teams look professional to clients and prospects. Teams can make clients (and prospective clients) by organizing billing in one place.\n\nInvite staff or event external contracts to contribute to projects. Use the role-based system to manage access and keep team members focused on what matters.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/639467d9-2563-4279-b44d-53ee1f9a4168.png","url":"https://www.softwareadvice.co.nz/software/370567/clientary","@type":"ListItem"},{"name":"InfoFlo","position":25,"description":"InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help organizations operate more efficiently. Gain a comprehensive 360° view of every client and case through a unified, intuitive dashboard.\n\nSeamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools. Generate custom, data-driven reports to strengthen your grant proposals and demonstrate measurable outcomes and easily export these reports to Excel or CSV.\n\nWith InfoFlo Nonprofit, your organization benefits from a fully customized, cost-effective system built to align with your unique workflows and compliance requirements—empowering your team to focus on impact, not administration.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/06dc248a-f5da-4a6a-ac4b-25dbfaadb6b7.png","url":"https://www.softwareadvice.co.nz/software/138010/infoflo","@type":"ListItem"}],"numberOfItems":25}
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