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

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# CRM Software for Mac

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## Products

1. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (7003 reviews) — Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and ma...
2. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (744 reviews) — Bigin is an AI-powered, pipeline-centric CRM built and priced for small businesses. It brings leads, deals, and every...
3. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4491 reviews) — HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey....
4. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18812 reviews) — Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, m...
5. [Pipedrive](https://www.softwareadvice.co.nz/software/321306/pipedrive) — 4.5/5 (3062 reviews) — Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipe...
6. [Nimble](https://www.softwareadvice.co.nz/software/4225/nimble) — 4.4/5 (1868 reviews) — Nimble is your AI-driven CRM for smarter email marketing, engagement, and business growth. We help small businesses, ...
7. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (1005 reviews) — Bitrix24 is an all-in-one workspace platform that helps businesses across legal, retail, real estate, restaurant, tra...
8. [HoneyBook](https://www.softwareadvice.co.nz/software/365179/honeybook) — 4.7/5 (691 reviews) — HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, ...
9. [Less Annoying CRM](https://www.softwareadvice.co.nz/software/5759/less-annoying-crm) — 4.8/5 (659 reviews) — We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owne...
10. [Netskope One Platform](https://www.softwareadvice.co.nz/software/2667/insightly) — 4.0/5 (656 reviews) — Netskope One Platform is a cloud-based security and networking solution built for enterprise organizations across fin...
11. [Agile CRM](https://www.softwareadvice.co.nz/software/6827/agile-crm) — 4.1/5 (526 reviews) — Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses....
12. [monday CRM](https://www.softwareadvice.co.nz/software/348745/monday-sales-crm) — 4.7/5 (467 reviews) — monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of indust...
13. [Spotler CRM](https://www.softwareadvice.co.nz/software/5776/really-simple-systems) — 4.4/5 (453 reviews) — Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for l...
14. [Daylite for Mac](https://www.softwareadvice.co.nz/software/187009/daylite-for-mac) — 4.6/5 (362 reviews) — Daylite is the all-in-one app built for service-based businesses to manage the entire client cycle in one place. From...
15. [vcita](https://www.softwareadvice.co.nz/software/31237/vcita) — 4.4/5 (294 reviews) — vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small...
16. [Kommo](https://www.softwareadvice.co.nz/software/3142/Kommo) — 4.5/5 (263 reviews) — Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With mes...
17. [Popl](https://www.softwareadvice.co.nz/software/359533/popl) — 4.7/5 (249 reviews) — Popl is a digital business card platform for teams. Send your digital business card via text message, email, Airdrop,...
18. [Salesforce Starter](https://www.softwareadvice.co.nz/software/82914/Salesforce-Starter) — 4.4/5 (226 reviews) — Salesforce Starter is a comprehensive CRM suite designed for growing businesses. It provides essential marketing, sal...
19. [Sage Sales Management](https://www.softwareadvice.co.nz/software/28949/forcemanager-mobile) — 4.6/5 (172 reviews) — Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI a...
20. [Jobin.cloud](https://www.softwareadvice.co.nz/software/334117/jobin-cloud) — 4.7/5 (172 reviews) — Easily finding and contacting the people you're looking for is the cornerstone of every business, be it customers, ca...
21. [Close](https://www.softwareadvice.co.nz/software/31057/close-io) — 4.7/5 (164 reviews) — Close is a sales CRM built for small and growth-stage B2B sales teams. The software is cloud-based, so teams can acce...
22. [Method CRM](https://www.softwareadvice.co.nz/software/141742/method-crm) — 4.2/5 (143 reviews) — Method CRM is the \#1-rated CRM for businesses using QuickBooks, built for growing companies that need more flexibilit...
23. [Salesflare](https://www.softwareadvice.co.nz/software/74973/salesflare) — 4.7/5 (139 reviews) — Salesflare is a B2B sales CRM for small and medium-sized teams that want to spend less time maintaining their CRM and...
24. [17hats](https://www.softwareadvice.co.nz/software/403005/17hats) — 4.4/5 (136 reviews) — 17hats is a cloud-based business management platform that helps automate the entire business process. It caters to a ...
25. [OnePageCRM](https://www.softwareadvice.co.nz/software/8278/onepagecrm) — 4.8/5 (119 reviews) — OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship manage...

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## Related Categories

- [Bug Tracking Software](https://www.softwareadvice.co.nz/directory/4721/bug-tracking/software)
- [Project Management Software](https://www.softwareadvice.co.nz/directory/4430/project-management/software)
- [Collaboration Software](https://www.softwareadvice.co.nz/directory/4138/collaboration/software)
- [Document Management Software](https://www.softwareadvice.co.nz/directory/722/document-management/software)
- [Employee Scheduling Software](https://www.softwareadvice.co.nz/directory/497/employee-scheduling/software)

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| en-AU | <https://www.softwareadvice.com.au/directory/431/mac/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/431/mac/software> |
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The platform provides a wide array of functionalities, including marketing, sales automation, management of the sales pipeline, managing customer relationships, tracking emails, and organizing contacts and leads among others.\n\nHubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights. \n\nHubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers.\n\nHubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f94dcf3a-e9ef-4673-80a0-d25bd50a393d.png","url":"https://www.softwareadvice.co.nz/software/1854/hubspot","@type":"ListItem"},{"name":"Salesforce Sales Cloud","position":4,"description":"Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports.\n\nIntegration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more.\n\nThe Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization. \n\nSalesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance. \n\nSalesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels.\n\nSalesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f11ea590-5812-4ce0-a108-3837d065513d.png","url":"https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud","@type":"ListItem"},{"name":"Pipedrive","position":5,"description":"Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features.\n\nPipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f2e2e04e-14be-474e-8d90-7162080c28b0.png","url":"https://www.softwareadvice.co.nz/software/321306/pipedrive","@type":"ListItem"},{"name":"Nimble","position":6,"description":"Nimble is your AI-driven CRM for smarter email marketing, engagement, and business growth.\n\nWe help small businesses, entrepreneurs, and teams nurture relationships, streamline outreach, and grow faster — all from one simple platform.\n\nNimble integrates with Microsoft 365 and Google Workspace to unify your contacts, conversations, and calendar. Use built-in email marketing and customizable web forms to capture leads, send targeted outreach, and manage relationships — without the complexity or cost of traditional CRM stacks.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0a460f98-bfe9-4de9-a3b8-9d1a269fb560.png","url":"https://www.softwareadvice.co.nz/software/4225/nimble","@type":"ListItem"},{"name":"Bitrix24","position":7,"description":"Bitrix24 is an all-in-one workspace platform that helps businesses across legal, retail, real estate, restaurant, travel, marketing, and other industries manage CRM, projects, communication, HR, and automation in one place. It serves organizations of all sizes, from solo operators and small startups to large enterprises with thousands of users, including nonprofits.\n\nThe software is available as a cloud-based solution accessible via web browser, desktop, and mobile apps, with a self-hosted on-premises edition for organizations requiring local control.\n\nCore features include a full CRM with pipelines, sales automation, and an omnichannel contact center that pulls messages from WhatsApp, Instagram, live chat, email, and telephony into one inbox. Task and project management tools include Kanban boards, Gantt charts, and Scrum. Teams can communicate via chat, video conferencing, and shared documents with real-time co-editing. Additional tools cover HR management, email and SMS marketing, a no-code website builder, and workflow automation. An AI assistant helps generate content, transcribe calls, score leads, and guide onboarding.\n\nSupport is available through a knowledge base, community forums, and online resources. A free plan for unlimited users makes Bitrix24 accessible to teams at any stage.","image":"https://images.g2crowd.com/uploads/product/image/03f8d2757ccca353d8c2fd621675709f/bitrix24.png","url":"https://www.softwareadvice.co.nz/software/128326/bitrix24","@type":"ListItem"},{"name":"HoneyBook","position":8,"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":"Less Annoying CRM","position":9,"description":"We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs.\n\nLess Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again.\n\nWe're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM.\n\nYou get a simple contact list, a calendar that syncs with Google and Outlook, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. \n\nWhat you *won’t* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature.\n\nWe believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. \n\nStart your no-hassle, 30-day free trial today -- no credit card needed.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c8bb981b-d4b3-4979-94e3-70e864b812e0.png","url":"https://www.softwareadvice.co.nz/software/5759/less-annoying-crm","@type":"ListItem"},{"name":"Netskope One Platform","position":10,"description":"Netskope One Platform is a cloud-based security and networking solution built for enterprise organizations across finance, healthcare, retail, and other industries. It helps businesses manage data protection, threat detection, and secure network access from a single platform. Netskope One Platform can be deployed via the cloud, making it accessible to distributed teams and remote workforces. Core features include data loss prevention, cloud access security, zero trust network access, and real-time traffic inspection. These tools help organizations monitor and control how sensitive data moves across cloud applications, websites, and private networks. Security and IT teams can use built-in analytics and policy controls to identify risks and enforce compliance requirements. Support is available through email, phone, live chat, and an online knowledge base, giving teams multiple ways to get help when needed.","image":"https://images.g2crowd.com/uploads/product/image/b2a76235c76aa8c8f9e341149b4ba6cf/netskope-one-platform.png","url":"https://www.softwareadvice.co.nz/software/2667/insightly","@type":"ListItem"},{"name":"Agile CRM","position":11,"description":"Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management, a landing-page builder and knowledge base functionalities.\n\n\nThe contact management module lets users record and access customer data such as contact information, interaction records, social-media accounts and lead scores. The software also offers email integration, which allows users to sync data with email services including Gmail, Microsoft Exchange and Office 365 and IMAP services.\n\n\nUsers can track website visitors to analyze customer behavior, and marketing automation tools help users create marketing workflows with a drag-and-drop interface. Users can also send automatic reminders based on time and contact options.\n\n\nAgile CRM also includes task management functionality. Users can drag-and-drop tasks in lists, sort tasks, add notes and update task status.\n\n\nSocial media integrations allow users to publish and respond to posts on social channels such as Facebook, LinkedIn and Twitter. Pricing is per user per month. Phone and email support is available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4dd8e898-253a-4e64-8f55-73d688838bdb.png","url":"https://www.softwareadvice.co.nz/software/6827/agile-crm","@type":"ListItem"},{"name":"monday CRM","position":12,"description":"monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services.\n\nThe platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously.\n\nmonday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89099d96-d149-4414-ae0d-25607ca4cd8a.png","url":"https://www.softwareadvice.co.nz/software/348745/monday-sales-crm","@type":"ListItem"},{"name":"Spotler CRM","position":13,"description":"Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.\n\nOur CRM system is designed to grow with your business. There are 4 price plans; Free, Starter, Professional and Enterprise, offering easy solutions that will work for your business. \n\nOur customer support is totally free of charge and you'll find lots of self-service resources so you can get the most from your CRM.\n\nOur integrated CRM and marketing solution lets you build campaigns and send emails directly from your CRM, using your data to personalize and segment. New leads can be captured from your website and assigned to sales staff to follow up. Or you can add them directly to an automated marketing campaign, letting you work smarter. The stats package means you can monitor the leads, opportunities and value of closed deals, then track the ROI for each campaign, and optimise your marketing spend.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e7808050-a1b8-404c-88c8-7b4e7637f55e.png","url":"https://www.softwareadvice.co.nz/software/5776/really-simple-systems","@type":"ListItem"},{"name":"Daylite for Mac","position":14,"description":"Daylite is the all-in-one app built for service-based businesses to manage the entire client cycle in one place. From first meeting to repeat business, Daylite connects every step of the journey, eliminating wasted time and missed details from disconnected tools. It combines CRM, project management, calendars, tasks, notes, and email into one system designed for Apple users.\n\nCapture and track leads, turn emails into action, see all your work in one place, and stay on top of tasks and schedules. Daylite helps organize your team, strengthen client relationships, and drive repeat and referral business.\n\nUnlike generic CRMs, Daylite is built for people who sell their expertise: consultants, fractional executives, freelancers, agencies, coaches, designers, lawyers, real estate professionals, financial planners, construction companies, and other service-based businesses where time and trust are everything.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ca07dfe8-c3e9-49db-8ee8-c8a73118c04b.png","url":"https://www.softwareadvice.co.nz/software/187009/daylite-for-mac","@type":"ListItem"},{"name":"vcita","position":15,"description":"vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small businesses. Entrepreneurs and small business owners from different industries use vcita to manage their time, money, clients and marketing, all from one place.\n\nFrom collecting payments to managing clients, scheduling appointments to sharing documents and much more, vcita has all a business needs to organize and grow the organization. Using vcita, businesses can discover new opportunities for growth, extend the brand, drive more clients to engage and deliver unparalleled, personalized services.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/675215bd-69e8-49ff-aeb7-8fe69efff96c.jpeg","url":"https://www.softwareadvice.co.nz/software/31237/vcita","@type":"ListItem"},{"name":"Kommo","position":16,"description":"Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own chatbots with the code-free chatbot builder, and make sure your business is online 24/7, at any capacity. Sales managers love Kommo for in-depth analytics, reporting, and automation capabilities\n\n\nLead generation is simple with Kommo’s easy to use integrations and web forms. Chat, call and email your prospects straight from the CRM. All events are stored in the lead card, including call recordings, tasks and chat messages. No data is lost or forgotten. It’s a messenger-based sales solution for entrepreneurs, small and medium businesses.\n\n\nWith workflow automation, you can ensure your sales team doesn’t waste time on repetitive tasks. Manage leads, assign tasks, run email campaigns and much more without lifting a finger. In-depth analytics provide a full overview of your sales process. You can even manage the CRM on the go, with the mobile app available both on iOS and Android.\n\n\nThe setup process is made as seamless as possible. Connecting your email address and importing your customer database takes mere moments. Integrate with a myriad of different services free of charge, and build a powerful sales stack. Our clients are offered free onboarding and setup assistance, as well as multichannel support during business hours.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/85e9c051-5ff0-429a-8de0-70db191f87a2.png","url":"https://www.softwareadvice.co.nz/software/3142/Kommo","@type":"ListItem"},{"name":"Popl","position":17,"description":"Popl is a digital business card platform for teams. Send your digital business card via text message, email, Airdrop, email signatures, Zoom backgrounds, iPhone widgets and more. The platform integrates with 4,000+ apps which allows for admins to automate data entry, create marketing flows, export leads to CRM and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61201d72-35fc-47dc-9243-3423ae947cdd.png","url":"https://www.softwareadvice.co.nz/software/359533/popl","@type":"ListItem"},{"name":"Salesforce Starter","position":18,"description":"Salesforce Starter is a comprehensive CRM suite designed for growing businesses. It provides essential marketing, sales, service, and commerce tools in a unified platform. Salesforce Starter enables users to organize customer data, manage relationships, and gain valuable business insights. Its dynamic email marketing and analytics capabilities allow users to nurture prospect and customer connections with customizable email templates. The suite's segmentation features unify customer data across marketing, sales, and service, enabling personalized communications.\n\nThe sales process streamlined with deal management tools and customer service features, including case management and escalation, help ensure efficient issue resolution. For businesses looking to establish an online presence, Salesforce Starter offers a storefront builder with drag-and-drop design tools and built-in merchandising and commerce analytics. The all-in-one CRM solution provides growing companies the essential functionality they need to find new leads, win deals, and sell online, all from a centralized platform.","image":"https://images.g2crowd.com/uploads/vendor/image/469/954c2723510c95b8b746069b7a995766.jpeg","url":"https://www.softwareadvice.co.nz/software/82914/Salesforce-Starter","@type":"ListItem"},{"name":"Sage Sales Management","position":19,"description":"Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: \n\n- AI-powered analysis for real-time sales impact measurement. \n- Geolocated opportunity information for strategic planning. \n- Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. \n\n- Customizable real-time data fields and stages to match unique sales processes. \n- AI-driven insights to minimize errors and misunderstandings. \n- Easy integration with your favorite apps. \n- Enhanced collaboration across departments, fostering a unified approach to sales success. \n\nAvailable on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.","image":"https://images.g2crowd.com/uploads/product/image/f2cacc1c88872b054c12ff4ee31c04ce/sage-sales-management.png","url":"https://www.softwareadvice.co.nz/software/28949/forcemanager-mobile","@type":"ListItem"},{"name":"Jobin.cloud","position":20,"description":"Easily finding and contacting the people you're looking for is the cornerstone of every business, be it customers, candidates, clients, you name it.\n\nJobin.cloud specializes in conglomerating this huge aspect of every business's workflow all in one easy-to-use platform, while also providing a repository to store, filter, and track each contact's progress in custom buildable workflow Pipelines.\n\nYou can even fully customize which aspects of this all-in-one system interest you the most, and pick the subscription that suits you best.\n\n👉 What does Jobin.cloud do?\nJobin allows you to extract full LinkedIn profiles, in bulk, from any LinkedIn list or search (even from posts!) and automatically adds them to your Contacts or Accounts list (yes, you can even import companies) -- there's also an integrated X-ray search.\n\nSince each profile is fully downloaded, they can properly be filtered for, meaning you can quickly create a very easy to use and maintain list of valuable Profiles for your business.\n\nAll Profiles within your lists can be reached out to in bulk, either by email, LinkedIn message, inMail or connection request campaigns, and you can set them all up in a multi-channel messaging campaign to automatically send them out in a flexible sequence.\n\nEmail campaigns have an integrated enrichment feature that automatically finds emails (+ phone numbers, other social media profiles, and more) for anyone who doesn't have an email, so together with automatically extracted LinkedIn emails you can also have your contacts automatically enriched from other Social Media platforms, automatically broadening your email campaign's outreach while also saving the enriched data into your Contact lists.\n\nLinkedIn campaigns are even better! Rather than having to rely on email addresses, with Jobin.cloud you can reach out to ANYONE as long as you have their LinkedIn URL (automatically added on import)\nThis is because Jobin doesn't just automate your LinkedIn messaging, but it can also bypass LinkedIn's connection request limit, so not only can you connect with an unlimited amount of people, but each invitation can also be given an attached note to directly have a message to reach out with, and you can even add automated follow-ups! Resulting in a complete and bulk alternative to LinkedIn's expensive inMails.\n\nLastly, all contact interactions get automatically logged in event timelines to easily help you and your team know who's been messaged and what's going on with every contact, furthermore you have entire Project pipelines with custom buildable pipeline stages and a visual graph interface to easily keep track of every step in each of your workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c28b02c-6106-461c-b2f1-cd9005ecee6a.png","url":"https://www.softwareadvice.co.nz/software/334117/jobin-cloud","@type":"ListItem"},{"name":"Close","position":21,"description":"Close is a sales CRM built for small and growth-stage B2B sales teams. The software is cloud-based, so teams can access it from any browser without installing anything locally. Close brings calling, email, and SMS into one place, so sales reps can reach leads without switching between tools. Pipeline tracking gives managers a clear view of deals and where they stand. Built-in automation handles follow-up sequences, reducing manual work for reps. Reporting tools let teams measure call activity, email performance, and revenue trends. Close also integrates with popular third-party tools to fit into existing workflows. Support is available via email, live chat, and a searchable knowledge base, giving users multiple ways to get help when needed.","image":"https://images.g2crowd.com/uploads/product/image/f1d919f829e98cf3fab60428e4540e0a/close.png","url":"https://www.softwareadvice.co.nz/software/31057/close-io","@type":"ListItem"},{"name":"Method CRM","position":22,"description":"Method CRM is the #1-rated CRM for businesses using QuickBooks, built for growing companies that need more flexibility than off-the-shelf software. Method is the CRM that adapts to your business, not the other way around. Companies can customize records, fields, screens, job stages, approvals, notifications, automations, and customer portals without compromising their QuickBooks connection.\n\nMethod provides a broader, more customizable workflow layer around QuickBooks. It replaces disconnected spreadsheets and generic tools with one system for managing customer-facing and operational work. Teams can capture leads through web forms, track opportunities and follow-ups, maintain complete customer histories, create estimates and proposals, collect approvals and e-signatures, convert approved transactions into invoices, and keep every step connected. Sales, operations, service, and finance can work from the same up-to-date information instead of maintaining separate records.\n\nQuickBooks helps businesses manage customer and financial activity within their accounting environment. Method is designed for companies that also need configurable sales pipelines, reusable transaction workflows, work orders, scheduling and dispatch, time tracking, multi-step approvals, customer portals, role-specific screens, automated follow-ups, and processes that extend across departments. Rather than replacing QuickBooks, Method extends its capabilities for growing businesses and lets teams complete their work without needing direct access to the company's QuickBooks account.\n\nWith real-time, two-way sync, customer records, estimates, invoices, and payments stay aligned between Method and QuickBooks Online or QuickBooks Desktop. Teams can update information without repeatedly entering it into the accounting system, helping reduce errors, administrative work, and uncertainty over which records are current — saving teams hours every week. Method's customization preserves that connection even as business processes evolve.\n\nMethod Pay completes the lead-to-payment workflow inside the CRM. Teams can create a quote, convert approved work into an invoice, and accept card or ACH payments through a branded, 24/7 customer portal. When a customer pays, Method Pay automatically matches the payment to its invoice and posts it to QuickBooks, reducing double entry and manual invoice matching. Businesses can also support deposits, payment links, recurring billing, and customer self-service, with clear visibility into paid, pending, refunded, and overdue transactions.\n\nMethod supports the practical workflows used by operational businesses. Manufacturers and distributors can manage orders, approvals, purchasing processes, and billing without adopting a large, expensive ERP. Field service businesses can schedule jobs, dispatch teams, track work, and invoice faster. Construction companies can connect estimates, change orders, job activity, and billing. Professional services teams can manage relationships, proposals, recurring work, and payments around their own processes.\n\nEvery Method account is backed by fast access to real subject-matter experts who treat you like a partner, not a ticket — including guided setup and a free hour of customization to configure the CRM around your processes.\n\nThe result is one customizable system connecting leads, customers, quotes, jobs, invoices, and payments while QuickBooks continues to handle accounting. Instead of working around rigid software, businesses can build the workflows they need, automate repetitive work, and scale without replacing the financial system they already trust.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b9d47f49-f8c5-43fa-ba1d-c5cae1733ccd.png","url":"https://www.softwareadvice.co.nz/software/141742/method-crm","@type":"ListItem"},{"name":"Salesflare","position":23,"description":"Salesflare is a B2B sales CRM for small and medium-sized teams that want to spend less time maintaining their CRM and more time following up with customers. It is especially suited to agencies, consultancies, software companies and other businesses where sales depend on ongoing relationships.\n\nWhen you connect Gmail or Outlook and your calendar, Salesflare automatically captures contact data and email and meeting activity. It enriches company and contact records and builds shared customer timelines, so your team can prepare for the next conversation without piecing together its history manually.\n\nSales teams can manage opportunities in visual pipelines, use reminders to keep track of next steps, and run personalized email sequences. Email opens, link clicks and website visits provide engagement signals for follow-up. Reporting dashboards help managers review pipeline progress and sales activity, while relationship intelligence shows who on the team knows a customer.\n\nThe automatically captured history also gives Salesflare's AI richer customer context. It can help summarize timelines, suggest follow-ups, prepare meetings and write emails.\n\nSalesflare works from the web, Gmail and Outlook sidebars, LinkedIn prospecting workflows, and iOS and Android apps. Native integrations, Zapier, Make and an API connect it with other business tools. Support is available through chat, email and a knowledge base. A free trial of up to 30 days is available.","image":"https://images.g2crowd.com/uploads/product/image/539c1787ec0b0d27b4ee3f25ee358029/salesflare.png","url":"https://www.softwareadvice.co.nz/software/74973/salesflare","@type":"ListItem"},{"name":"17hats","position":24,"description":"17hats is a cloud-based business management platform that helps automate the entire business process. It caters to a wide spectrum of small-scale businesses by providing them with tools that allow them to manage operations such as scheduling, billing, and meetings. It eliminates the need for any kind of paperwork.\n\n\n17hats ensures that businesses primarily focus on work by automating crucial business tasks. Those who benefit the most from the platform are photographers, who have no problem handling multiple clients on a regular basis. It lets users create new leads in seconds, making it a feasible solution for turning potential customers into regular ones.\n\n\nThe intuitive UI helps users to instantly respond to customer queries in order to improve customer relations. It helps to remind customers about due payments, builds attractive and professional invoices, creates customized contracts, signs deals online, processes payments, and manages customer profiles.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/aebdcf2d-6584-413f-8f24-1be9f9bec3fa.png","url":"https://www.softwareadvice.co.nz/software/403005/17hats","@type":"ListItem"},{"name":"OnePageCRM","position":25,"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"}],"numberOfItems":25}
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