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

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# Small Business CRM Software

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## Products

1. [monday CRM](https://www.softwareadvice.co.nz/software/348745/monday-sales-crm) — 4.7/5 (462 reviews) — monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of indust...
2. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6972 reviews) — Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and ma...
3. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (730 reviews) — Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focu...
4. [Less Annoying CRM](https://www.softwareadvice.co.nz/software/5759/less-annoying-crm) — 4.8/5 (650 reviews) — We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owne...
5. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4458 reviews) — HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey....
6. [Capsule](https://www.softwareadvice.co.nz/software/27508/capsule) — 4.5/5 (167 reviews) — Capsule is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and...
7. [Prospect CRM](https://www.softwareadvice.co.nz/software/198565/prospectsoft) — 4.8/5 (141 reviews) — Prospect CRM is the \#1 Stock-Aware CRM built specifically for B2B wholesalers, distributors, and manufacturers who se...
8. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18781 reviews) — Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, m...
9. [Mailchimp](https://www.softwareadvice.co.nz/software/111921/mailchimp) — 4.5/5 (17602 reviews) — Mailchimp is a web-based marketing automation service with millions of users worldwide. The application allows users ...
10. [Pipedrive](https://www.softwareadvice.co.nz/software/321306/pipedrive) — 4.5/5 (3050 reviews) — Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipe...
11. [NetSuite](https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2041 reviews) — NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and ...
12. [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, ...
13. [Odoo](https://www.softwareadvice.co.nz/software/77019/odoo-pos) — 4.2/5 (1306 reviews) — Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of compani...
14. [Keap](https://www.softwareadvice.co.nz/software/139060/infusionsoft-crm) — 4.1/5 (1298 reviews) — Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship manageme...
15. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (990 reviews) — Bitrix24 is an online workspace platform designed to help businesses manage teams, sales, projects, and client relati...
16. [Any.do](https://www.softwareadvice.co.nz/software/77796/any-do) — 4.7/5 (924 reviews) — Your all‑in‑one control center for managing your team's tasks, project, calendar, and chat. All-in one intuitive app ...
17. [EngageBay CRM](https://www.softwareadvice.co.nz/software/83835/engagebay) — 4.7/5 (907 reviews) — EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and custo...
18. [Act\!](https://www.softwareadvice.co.nz/software/3259/act-crm) — 3.9/5 (907 reviews) — Act\! is a Customer Relationship Management (CRM) and Marketing Automation platform designed for small and medium-size...
19. [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...
20. [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...
21. [HoneyBook](https://www.softwareadvice.co.nz/software/365179/honeybook) — 4.7/5 (680 reviews) — HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, ...
22. [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...
23. [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 ...
24. [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...
25. [Kylas Sales CRM](https://www.softwareadvice.co.nz/software/216694/kylas) — 4.8/5 (573 reviews) — "Voted \#1 CRM Software for growing Indian businesses by Capterra. Kylas is a sales CRM designed to support growing bu...

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## Related Categories

- [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)
- [Collaboration Software](https://www.softwareadvice.co.nz/directory/4138/collaboration/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)

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| en-AU | <https://www.softwareadvice.com.au/directory/489/small-business/software> |
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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":"Zoho CRM","position":2,"description":"Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. \n\nUers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/82a342f4-1d08-4265-877a-83f0d7b3858f.png","url":"https://www.softwareadvice.co.nz/software/392464/zoho-crm","@type":"ListItem"},{"name":"Bigin by Zoho CRM","position":3,"description":"Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on greater ease-of-use, Bigin brings spreadsheet-like simplicity to CRM and allows anyone to get started immediately.\n\nWith options to create multiple pipelines to manage different business processes, Bigin allows small businesses to streamline customer-centric operations more easily and manage their day-to-day activities better. Bigin also comes with built-in telephony and email, workflow automation, no-code forms, product tracker, customizable dashboards, and real-time notifications.  \n\nBigin integrates with third-party tools such as G Suite, Microsoft 365 (Formerly Office 365), Zapier, Zoho Desk, Zoho Campaigns, Zoho Meeting, Zoho Flow and Zoho CardScanner. Bigin's mobile apps for iOS & android offer seamless access to customer information anytime, anywhere so that businesses can close deals even on the go.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/174f7c9f-e410-4b75-800e-4eaefb5058f9.png","url":"https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm","@type":"ListItem"},{"name":"Less Annoying CRM","position":4,"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":"HubSpot CRM","position":5,"description":"HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey. It caters to a broad range of clients, both in the B2B and B2C sectors, and is versatile enough to suit various industries. 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":"Capsule","position":6,"description":"Capsule is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and organizations, along with interactions and opportunities in the sales pipeline. Capsule provides a ticket management module to help employees resolve customer support inquiries. Tasks and notifications assigned to contacts, deals and cases help users understand what needs to be done when.\n\nCapsule offers many customization options to help tailor the system to meet the needs of different businesses, including custom fields, tags and branding options. It allows users to define sales processes with configurable milestones for each stage of the pipeline. Each milestone is linked with a success criterion that is used to generate revenue forecasts.\n\nCapsule supports integrations with a range of leading small-business solutions for customer support, email marketing, document management and accounting. The solution is available on a per user per month subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f17ca4ff-74fe-466d-8d2c-b72978b72e9a.png","url":"https://www.softwareadvice.co.nz/software/27508/capsule","@type":"ListItem"},{"name":"Prospect CRM","position":7,"description":"Prospect CRM is the #1 Stock-Aware CRM built specifically for B2B wholesalers, distributors, and manufacturers who sell products from stock. If your business uses inventory and accounting platforms like Unleashed, Katana, Cin7 Omni/Core, Xero, QuickBooks Online, Access Dimensions, Sage 50, Exchequer, or Pegasus Opera, Prospect CRM is designed to help you quote more accurately, sell more efficiently, and support customers brilliantly.\n\nWith seamless integrations to your back-office systems, Prospect CRM ensures your sales team never quotes on stock you don’t have. It connects your inventory, customer, and financial data in real time, giving your team the insights they need to win new business and grow existing accounts.\n\nRated 4.6/5 across platforms like Trustpilot, Capterra, G2, and GetApp, Prospect CRM is consistently praised for its exceptional customer service, intuitive design, and powerful reporting tools. Customers describe it as “simple to navigate,” “like a hand in a glove,” and “an essential tool” for their business.\n\nWhether you're tracking leads, managing pipelines, segmenting customers with RFM analysis, or generating live quotes with stock data, Prospect CRM helps you do it all—faster and smarter.\n\nKey Features:\n🧾 Stock-Aware CRM – Live quoting with real-time inventory visibility\n📈 Built-in Dashboards & Reporting – Visual analytics for smarter decisions\n🎯 RFM Customer Analysis – Segment and target customers effectively\n🛒 Quick Order Entry – Streamlined workflows that save time\n👥 Team Collaboration Tools – Keep your sales and support teams aligned\n\nWhy Users Choose Prospect CRM:\n💬 Top-Quality Support – Mentioned in 120+ reviews, our support team is consistently rated as outstanding\n🧭 User-Friendly Interface – Designed for non-technical users, praised for simplicity and ease of use\n🔌 Seamless Integrations – “Like a hand in a glove” with platforms like Unleashed, Xero, and more\n📚 First-Class Onboarding – Setup and training that exceeds expectations\n\nProspect CRM is part of the ERP division at The Access Group, trusted by thousands of B2B product businesses worldwide to maximise customer lifetime value.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f72c6c95-4963-40ec-9491-6f5139d4d5b8.png","url":"https://www.softwareadvice.co.nz/software/198565/prospectsoft","@type":"ListItem"},{"name":"Salesforce Sales Cloud","position":8,"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":"Mailchimp","position":9,"description":"Mailchimp is a web-based marketing automation service with millions of users worldwide. The application allows users to share newsletters on various social networks and track customer engagements. The application provides tools to create targeted emails, run Facebook ad campaigns, automate follow-ups and monitor campaign progress, among others.\n\nWith Mailchimp, users can collect and analyze their email responses. The application offers graphical representations of data and customer interactions in various formats. Mailchimp allows users to design, share and track email newsletters from any location. With interactive drag & drop interface, users can create and share attractive email campaigns. The built-in analytics and reporting functionality allows marketers to monitor customer activities or generate ad hoc reports.\n\nMailchimp also offers a mobile-based application for both Android and iOS devices. The application works as a shortcut to reach users' email marketing accounts, enabling users to receive campaign updates, add subscribers and remain informed about social media activity.\n\nThe solution serves a wide range of businesses, from small e-commerce to big online retailers and is available on a monthly subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dd1b7965-612d-4c53-899b-0cf4a9337971.png","url":"https://www.softwareadvice.co.nz/software/111921/mailchimp","@type":"ListItem"},{"name":"Pipedrive","position":10,"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":"NetSuite","position":11,"description":"NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises.\n\nNetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights.\nNetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management.\n\nThe platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics.\n\nNetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/76ba5be7-e39f-481e-9045-7c45d7cf6d39.png","url":"https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition","@type":"ListItem"},{"name":"Nimble","position":12,"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":"Odoo","position":13,"description":"Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of companies of all sizes. It offers a wide range of integrated apps that cover various business functions, from CRM and sales to inventory and accounting. One of the standout features of Odoo is its modular architecture, which allows businesses to start with a few apps and add more as needed. This scalability ensures that the platform can grow with the business, providing a seamless experience across different business functions.\n\nThe Customer Relationship Management (CRM) module helps businesses manage leads, opportunities, and customer interactions efficiently. It includes a visual sales pipeline that aids sales teams in tracking progress and managing their sales activities effectively. In terms of sales and invoicing, Odoo allows businesses to create and send professional quotations quickly. The platform supports automated invoicing, recurring invoices, and payment follow-ups, streamlining the billing process.\n\nOdoo's inventory management capabilities are robust, offering real-time tracking to help businesses maintain optimal stock levels and reduce waste. The platform includes advanced warehouse management features such as multi-warehouse support, barcode scanning, and automated replenishment. In the realm of accounting and finance, Odoo automates various tasks including bank reconciliation, expense tracking, and financial reporting. It also supports multi-currency transactions, making it suitable for businesses with international operations.\n\nThe Human Resources (HR) module helps businesses manage employee information, attendance, and leave requests. It also includes recruitment tools that streamline the hiring process, from job postings to candidate evaluation. For project management, Odoo allows businesses to create and assign tasks, set deadlines, and track progress. The platform includes collaboration tools such as document sharing and team messaging, enhancing team productivity.\n\nOdoo's e-commerce capabilities are extensive, providing tools to create and manage an online store, including product catalog management, payment processing, and order fulfillment. The e-commerce app integrates seamlessly with other Odoo apps, such as inventory and accounting, ensuring a unified business process. In terms of marketing, Odoo includes email marketing tools that help businesses create and send targeted email campaigns. It also supports social media integration, allowing businesses to manage their social media presence from within the platform.\n\nThe manufacturing module in Odoo helps businesses plan and manage their production processes, including work orders and bill of materials. It includes quality control features that help ensure product quality and compliance with industry standards. Reporting and analytics are also strong points of Odoo, offering customizable reporting tools that help businesses analyze key metrics and make data-driven decisions. The platform includes intuitive dashboards that offer real-time insights into business performance.\n\nOdoo allows for extensive customization and development, enabling businesses to develop custom modules to meet their specific needs, leveraging the platform's open-source nature. It also offers API access for integration with third-party applications and services. The platform can be deployed either in the cloud or on-premise, providing flexibility based on business preferences and requirements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/17efceca-38ea-4e7e-83dc-2cdd9fb0987f.png","url":"https://www.softwareadvice.co.nz/software/77019/odoo-pos","@type":"ListItem"},{"name":"Keap","position":14,"description":"Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamline sales and manage customer experiences.\n\n\nUsers can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts.\n\n\nThe system’s reporting and analytics tools help users run analyses on parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more. \n\n\nPricing is on a monthly subscription basis and includes support via phone, email, and FAQs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bbf09836-8786-4e7d-909b-10b75adc5ef6.png","url":"https://www.softwareadvice.co.nz/software/139060/infusionsoft-crm","@type":"ListItem"},{"name":"Bitrix24","position":15,"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":16,"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":"EngageBay CRM","position":17,"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":"Act!","position":18,"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":"eWay-CRM","position":19,"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":"Apptivo","position":20,"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":"HoneyBook","position":21,"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":22,"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":23,"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":"Freshsales","position":24,"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":"Kylas Sales CRM","position":25,"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"}],"@id":"https://www.softwareadvice.co.nz/directory/489/small-business/software#itemlist","numberOfItems":25}
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