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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. [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. [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...
3. [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...
4. [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....
5. [Capsule](https://www.softwareadvice.co.nz/software/27508/capsule) — 4.5/5 (168 reviews) — If you're running a small or growing business and juggling customer details across spreadsheets, sticky notes, and yo...
6. [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...
7. [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...
8. [NetSuite](https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2077 reviews) — NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and ...
9. [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, ...
10. [Odoo](https://www.softwareadvice.co.nz/software/77019/odoo-pos) — 4.2/5 (1334 reviews) — Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of compani...
11. [Keap](https://www.softwareadvice.co.nz/software/139060/infusionsoft-crm) — 4.1/5 (1299 reviews) — Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship manageme...
12. [Any.do](https://www.softwareadvice.co.nz/software/77796/any-do) — 4.7/5 (1123 reviews) — Your all‑in‑one control center for managing your team's tasks, project, calendar, and chat. All-in one intuitive app ...
13. [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...
14. [Act\!](https://www.softwareadvice.co.nz/software/3259/act-crm) — 3.9/5 (937 reviews) — Act\! is a Customer Relationship Management (CRM) and Marketing Automation platform designed for small and medium-size...
15. [EngageBay CRM](https://www.softwareadvice.co.nz/software/83835/engagebay) — 4.6/5 (912 reviews) — EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and custo...
16. [eWay-CRM](https://www.softwareadvice.co.nz/software/31005/eway) — 4.5/5 (827 reviews) — CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With th...
17. [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...
18. [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, ...
19. [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...
20. [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...
21. [Kylas Sales CRM](https://www.softwareadvice.co.nz/software/216694/kylas) — 4.8/5 (625 reviews) — "Voted \#1 CRM Software for growing Indian businesses by Capterra. Kylas is a sales CRM designed to support growing bu...
22. [Freshsales](https://www.softwareadvice.co.nz/software/113796/freshsales) — 4.5/5 (623 reviews) — Freshsales is a cloud-based CRM solution that helps B2B and B2C sales and marketing teams manage contacts, automate w...
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. [Thryv](https://www.softwareadvice.co.nz/software/66581/thryv) — 4.2/5 (538 reviews) — Thryv is AI-powered small business software that helps businesses get found online, win more customers, and drive rep...
25. [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....

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## Related Categories

- [Online CRM Software](https://www.softwareadvice.co.nz/directory/387/online-crm/software)
- [Collaboration Software](https://www.softwareadvice.co.nz/directory/4138/collaboration/software)
- [Billing and Invoicing Software](https://www.softwareadvice.co.nz/directory/263/billing-invoicing-software/software)
- [Business Management Software](https://www.softwareadvice.co.nz/directory/4371/business-management/software)
- [Sales Tracking Software](https://www.softwareadvice.co.nz/directory/3590/sales-tracking/software)

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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":"Bigin by Zoho CRM","position":3,"description":"Bigin is an AI-powered, pipeline-centric CRM built and priced for small businesses. It brings leads, deals, and every customer conversation: email, calls, and WhatsApp into one workspace, with meaningful AI built in. Over 50,000+ businesses across 150+ countries run on Bigin. \n\nCreate team pipelines for every business operation: sales, onboarding, delivery, and support, and use connected pipelines to automate handoffs between them. Built-in telephony, email, customizable dashboards, and workflow automation keep everything moving. Zia, Bigin's built-in AI, drafts and summarizes emails, summarizes records and WhatsApp threads, and runs Zia Agents that handle replies, spot cross-sell opportunities, and analyze lost deals. MCP support connects AI tools like Claude to your data.\n\nBigin offers four editions - Free, Express, Premier, and Bigin 360, with paid plans from $7/user/month. 25+ ready-made CRM templates available and setup takes 30 minutes. Apps for iOS, iPadOS, Android, and macOS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/174f7c9f-e410-4b75-800e-4eaefb5058f9.png","url":"https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm","@type":"ListItem"},{"name":"HubSpot CRM","position":4,"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":5,"description":"If you're running a small or growing business and juggling customer details across spreadsheets, sticky notes, and your inbox, Capsule CRM is built with you in mind. It's a cloud-based CRM designed for small and midsize teams who want a clear, organized view of every contact, deal, and customer interaction, without the complexity or price tag of enterprise software.\n\nCapsule works well for small business owners, sales teams, and account managers who need to track relationships and deals but don't have the time (or desire) to become CRM administrators. It's a strong fit for professional services firms, consultancies, agencies, and B2B teams that rely on ongoing client relationships rather than one-off transactions. If your team has outgrown spreadsheets but doesn't want the steep learning curve of a bigger enterprise platform, Capsule sits right in that gap.\n\nCapsule gives you one place to see every person and organization you deal with, along with the notes, emails, tasks, and opportunities tied to them. Sales pipelines are visual and configurable, so you can define your own stages and milestones, and each milestone connects to a success rate used for revenue forecasting, giving you a realistic read on what's likely to close. Tasks and reminders are linked directly to contacts, deals, and cases, so nothing quietly slips through the cracks while you're focused on the next call.\n\nFor teams that also handle post-sale support, Capsule includes case tracking to help manage and resolve customer inquiries, keeping support history in the same place as sales history, rather than in a separate disconnected tool. Custom fields, tags, and branding options let you shape the system around how your business actually operates, rather than forcing your process to fit the software.\n\nCapsule connects with the everyday tools small businesses already rely on, including email platforms, accounting software like Xero and QuickBooks, document management tools, and marketing platforms. It also offers an AI integration via Model Context Protocol (MCP), allowing supported AI tools to answer plain-language questions about your CRM data, so you can get quick answers without building a report first.\n\nCapsule is priced on a per-user, per-month basis, with a free plan available for very small teams and straightforward upgrade paths as your business grows, so there are no long-term contracts standing between you and a system that fits your team today. Support resources include help documentation, guided onboarding, and customer support channels to help new users get set up and get comfortable with the platform without a steep ramp-up period.\n\nAt its core, Capsule is built for businesses that want their CRM to feel like a natural extension of how they already work, not a system they have to work around.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f17ca4ff-74fe-466d-8d2c-b72978b72e9a.png","url":"https://www.softwareadvice.co.nz/software/27508/capsule","@type":"ListItem"},{"name":"Salesforce Sales Cloud","position":6,"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":7,"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":8,"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":9,"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":10,"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":11,"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":"Any.do","position":12,"description":"Your all‑in‑one control center for managing your team's tasks, project, calendar, and chat. All-in one intuitive app that costs just $5 per user. \n\nBuild visual workflows, flip between Kanban, Calendar, Table or Gantt views, drag‑drop tasks and let automations sweep away grunt work so humans can think. \n\nNative WhatsApp integration keeps chatter where people already live, while real‑time analytics spotlight workload and momentum. \n\nOperations, marketing, design or finance—everyone gains the same clear, clutter‑free workspace. \n\nSolo strivers can try the same engine free: plan days, set smart reminders, sync across mobile, desktop and web, then invite colleagues when the side‑hustle becomes a company. Fits any role—minus the bulky price tag. \n\nFree onboarding for team seals the deal. Teams enjoy the daily planner, smart reminders and \n\nPeople View for instant ownership clarity. Security guards your data, while unlimited guests and cross‑device sync erase friction.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/452debc4-40c0-426e-9275-c73f10091998.png","url":"https://www.softwareadvice.co.nz/software/77796/any-do","@type":"ListItem"},{"name":"Bitrix24","position":13,"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":"Act!","position":14,"description":"Act! is a Customer Relationship Management (CRM) and Marketing Automation platform designed for small and medium-sized businesses in industries such as insurance, financial services, and manufacturing. It helps businesses organize customer data and manage interactions through a centralized, user-friendly interface accessible both in the office and remotely.\n\nThe platform includes features for managing customer data, integrating calendars and emails, tracking sales pipelines, creating interactive quotes, and taking payments. Users can organize calls, emails, notes, tasks, documents, and quotes in one location, with search tools to quickly find detailed customer information. It also offers email marketing tools for creating personalized campaigns, landing pages, forms, and automated workflows to engage with leads and customers.\n\nAct! provides visual dashboards with insights into sales, marketing, and business performance metrics. These dashboards display real-time data to help users identify effective strategies and focus on key activities. Additional features include SMS text messaging, website chat, online appointment scheduling, project management tools, and a self-service customer portal. A mobile application allows users to access contacts and manage opportunities while working remotely.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5f8aa23f-eb6f-42cd-b33a-e310a590c803.png","url":"https://www.softwareadvice.co.nz/software/3259/act-crm","@type":"ListItem"},{"name":"EngageBay CRM","position":15,"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":"eWay-CRM","position":16,"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":17,"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":18,"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":19,"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":20,"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":"Kylas Sales CRM","position":21,"description":"\"Voted #1 CRM Software for growing Indian businesses by Capterra. \nKylas is a sales CRM designed to support growing businesses in competitive marketplaces. \nIt offers a Unique Pricing Framework: \nIt is available for a flat INR 12,999 per month, including:\n1.  Unlimited User Licenses\n2. Onboarding and Training by CRM Experts \nKylas helps businesses identify promising sales leads and nurture them to closure for faster business growth.\"\n\nKEY FEATURES :-\nLead Management -\nKylas allows you to quickly capture leads from various sources, understand which ones to convert into deals, and which ones to disqualify.\n• Capture leads using lead capture forms\n• Capture leads from 3rd party portals\n• Bulk import leads\n• Automatically assign leads to teams using Kylas Routing Engine.\n• Manage your leads and analyze them by source, owner, 'created at,' and 'updated at.'\n• Utilize Custom Fields and Smart Filters for Leads\n• Engage with leads at multiple touchpoints using telephony, email, WhatsApp, and SMS.\n\nDeal, Contacts & Companies Management -\nEffectively manage Deals, their value, and the win probability, with visual access to analyze them by pipeline stages. Use Kylas for Account-Based Marketing with multiple Contacts on a Deal.\n• Gain insights on deals, their value, and estimated closure date.\n• Utilize smart filters for in-depth analysis of deals\n• Identify who is closing deals faster\n• Nurture clients for multiple sales products.\n• Share Deal Information with teams for better collaboration\n• Utilize Kylas for Account-Based Marketing and focus on top revenue-generating clients.\n\nSales Pipeline Management -\n•Ensure your sales leads and deals stay on track with efficient Sales Pipeline Management.\n•Customize pipeline stages based on your business requirements\n•Create different pipelines for various teams, products, and business units.\n•Automate specific actions or communication for different pipeline stages.\n•Easily sort or filter leads and deals by their closing date.\n\nData Management - \n•Have complete control over your data.\n•Import or migrate data from other CRMs or Excel.\n•Export data from the system with just a few clicks.\n•Quickly update data in bulk - leads, deals, and tasks.\n•Sync Kylas Data with 3rd party apps using Webhooks.\n•Ensure data security.\n•Prevent duplication of data.\n•Access the right data effortlessly with the help of filters and Smart Lists.\n\nProductivity & Collaboration -\nStay organized and collaborate effectively with your team throughout the sales process.\n•Get a 360-degree view of your business health with the sales dashboard.\n•Automate repetitive tasks like data entry, lead assignment, etc., using workflow automation.\n•Create tasks for Leads, Deals, Contacts, or Companies.\n•Collaborate seamlessly with your teams through Notes and Comments and @ mentions.\n•Stay on top of all tasks with In-App & Email Reminders.\n•Delegate tasks to your team.\n\nCustomer Engagement -\nEngage your customers for better relationships and faster conversions.\n•Send and receive emails directly from the app.\n•Create email templates to save time and reduce errors.\n•Set up online & offline meetings with clients directly from Kylas.\n•Record all sales calls to monitor call quality.\n•Keep track of sales calls and details, updated automatically into the CRM from your mobile.\n•View entire SMS conversations with customers in the 'Message' section.\n•Send and receive WhatsApp messages from Kylas.\n\nUser Access & Control -\nManage all Products & Services you offer and allow team members to tag them.\n•Customize fields for relevant data.\n•Control user data access and actions.\n•Implement unique Sharing Rules.\n•Set up multiple teams with defined access.\n•Facilitate cross-departmental data sharing.\n\nOrder Management -\nEffortlessly create, edit, and delete quotations on Kylas.\n•Access all your quotes in one place.\n•Download quotes as PDFs or send quotations to clients as email attachments directly from Kylas.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5d8dd8de-a4e0-424c-a350-80b6710c595f.png","url":"https://www.softwareadvice.co.nz/software/216694/kylas","@type":"ListItem"},{"name":"Freshsales","position":22,"description":"Freshsales is a cloud-based CRM solution that helps B2B and B2C sales and marketing teams manage contacts, automate workflows, and close deals. It serves startups, small and mid-sized businesses, and large enterprises, with tiered plans including a free option for up to three users.\n\nCore features include a 360-degree customer view, AI-powered lead scoring, and end-to-end sales pipeline management with kanban and list views. Built-in email, phone, chat, WhatsApp Business, Facebook Messenger, and SMS tools let teams communicate with prospects from one platform. Sales sequences and workflow automation reduce manual tasks, while territory-based lead routing and CPQ tools support structured sales processes. A landing page builder, drag-and-drop email builder, and website visitor tracking extend marketing capabilities.\n\nThe built-in AI assistant surfaces deal insights, next-best-action recommendations, and revenue forecasts, helping teams prioritize without manual analysis. Custom modules, fields, and lifecycle stages allow teams to tailor the platform to their needs. Freshsales integrates with over 100 third-party apps via the Freshworks Marketplace, including Slack for deal collaboration.\n\nSupport is available through the Freshworks knowledge base and guided onboarding resources.","image":"https://images.g2crowd.com/uploads/product/image/813a05fd78e1f21d0a31de70aabccf5d/freshsales.png","url":"https://www.softwareadvice.co.nz/software/113796/freshsales","@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":"Thryv","position":24,"description":"Thryv is AI-powered small business software that helps businesses get found online, win more customers, and drive repeat business. Instead of managing multiple disconnected tools, Thryv brings customer communication, CRM, online scheduling, payments, websites, local listings, reputation management, social media, email and SMS marketing, automation, and AI into one connected platform. Whether you're building your online presence, managing customer relationships, or growing your business, Thryv helps streamline daily operations, improve visibility across traditional and AI-powered search, and save time with intelligent automation. With flexible plans, guided onboarding, and dedicated support, Thryv gives small businesses everything they need to grow with confidence.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9bf58f2b-b4ec-4979-ba15-b76d49101c8d.png","url":"https://www.softwareadvice.co.nz/software/66581/thryv","@type":"ListItem"},{"name":"Agile CRM","position":25,"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"}],"numberOfItems":25}
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