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

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# CRM Software

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## Products

1. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4453 reviews) — HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey....
2. [WealthSphere](https://www.softwareadvice.co.nz/software/519853/WealthSphere) (0 reviews) — WealthSphere is a wealth management software that combines multiple client management modules, such as the customer r...
3. [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...
4. [monday CRM](https://www.softwareadvice.co.nz/software/348745/monday-sales-crm) — 4.7/5 (453 reviews) — monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of indust...
5. [Clio](https://www.softwareadvice.co.nz/software/449970/Clio) — 4.7/5 (1692 reviews) — Clio provides a cloud-based solution designed to streamline various aspects of law firm operations. Its platform supp...
6. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6967 reviews) — Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and ma...
7. [Less Annoying CRM](https://www.softwareadvice.co.nz/software/5759/less-annoying-crm) — 4.8/5 (646 reviews) — We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owne...
8. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (727 reviews) — Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focu...
9. [Creatio CRM](https://www.softwareadvice.co.nz/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews) — Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sa...
10. [QubeHub.ai](https://www.softwareadvice.co.nz/software/543509/QubeHub-ai) — 5.0/5 (1 reviews) — QubeHub.ai is a digital sales platform designed to enhance real estate operations from lead contact to resident manag...
11. [Tall Emu CRM](https://www.softwareadvice.co.nz/software/360162/tall-emu-crm) — 4.2/5 (41 reviews) — Australian built cloud CRM solution that works across the whole business - sell, build, pick, pack and ship. Tall Emu...
12. [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...
13. [Constant Contact](https://www.softwareadvice.co.nz/software/397812/constant-contact) — 4.3/5 (2915 reviews) — Constant Contact delivers small businesses with tools to simplify and amplify digital marketing. Whether it's driving...
14. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18769 reviews) — Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, m...
15. [Mailchimp](https://www.softwareadvice.co.nz/software/111921/mailchimp) — 4.5/5 (17576 reviews) — Mailchimp is a web-based marketing automation service with millions of users worldwide. The application allows users ...
16. [Dynamics 365](https://www.softwareadvice.co.nz/software/106335/microsoft-dynamics-crm) — 4.4/5 (5817 reviews) — Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on...
17. [ClickUp](https://www.softwareadvice.co.nz/software/123064/clickup) — 4.6/5 (4568 reviews) — ClickUp is a productivity platform designed to unify work tools within a single workspace. It supports various teams ...
18. [Zendesk Suite](https://www.softwareadvice.co.nz/software/26892/zendesk-talk) — 4.4/5 (4076 reviews) — Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, ...
19. [Brevo](https://www.softwareadvice.co.nz/software/18887/brevo) — 4.6/5 (3413 reviews) — Brevo is a cloud-based email marketing tool suited for organizations of all sizes. It offers marketing automation, em...
20. [Pipedrive](https://www.softwareadvice.co.nz/software/321306/pipedrive) — 4.5/5 (3043 reviews) — Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipe...
21. [ActiveCampaign](https://www.softwareadvice.co.nz/software/5398/activecampaign) — 4.6/5 (2561 reviews) — ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work....
22. [Airtable](https://www.softwareadvice.co.nz/software/205546/airtable) — 4.6/5 (2224 reviews) — Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no...
23. [NetSuite](https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2004 reviews) — NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and ...
24. [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, ...
25. [LiveAgent](https://www.softwareadvice.co.nz/software/109980/liveagent) — 4.7/5 (1755 reviews) — LiveAgent is a multichannel help desk solution with advanced AI features, live chat, ticketing, and call center capab...

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## Related Categories

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

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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. 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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":"monday CRM","position":4,"description":"monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services.\n\nThe platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously.\n\nmonday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89099d96-d149-4414-ae0d-25607ca4cd8a.png","url":"https://www.softwareadvice.co.nz/software/348745/monday-sales-crm","@type":"ListItem"},{"name":"Clio","position":5,"description":"Clio provides a cloud-based solution designed to streamline various aspects of law firm operations. Its platform supports essential functions such as billing, communication, document management, client intake, and more, aiming to centralize and optimize processes for legal professionals. By integrating tools into one system, Clio acts as a hub where users can manage matters, contacts, documents, finances, and other critical elements of their work.\n\nThe software suite caters to diverse needs within legal practice, offering features like law practice management, client intake, customer relationship management (CRM), document automation, legal accounting, and access to a wide array of third-party apps. With over 250 integrations available, firms can connect Clio’s core system to external tools to enhance workflow and efficiency. Specific functionalities include scheduling, case management, task tracking, collaboration tools, and contact management, enabling legal teams to organize and monitor everything from deadlines to client communications.\n\nFinancial management is also a focus, with features that support accounting, billing, financial reporting, online payments, and trust account management. Users can track billable hours, create and manage detailed billing plans, initiate payments directly into trust or operating accounts, and customize fee structures to suit firm needs. Document-related features include automation, electronic signature capture, and customized field creation, addressing both organization and compliance requirements.\n\nThe Clio platform emphasizes accessibility, offering a mobile app for iOS and Android that enables users to handle client interactions, document management, case-related tasks, and billable hour tracking on the go. Push notifications and messaging tools within the app help maintain timely communication, ensuring that critical updates are not overlooked.\n\nSecurity plays a significant role in Clio’s design, as the platform stores data securely in the cloud and adheres to stringent industry compliance standards such as HIPAA, SOC2, and PCI. Continuous vulnerability monitoring is implemented to safeguard sensitive information, and the software meets the requirements for handling protected health information. Additionally, comprehensive training resources and support are also available to assist users in getting the most out of the system. Pricing is based on monthly or annual subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fa1feb98-8579-416f-ac83-b49088a3650d.jpeg","url":"https://www.softwareadvice.co.nz/software/449970/Clio","@type":"ListItem"},{"name":"Zoho CRM","position":6,"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":"Less Annoying CRM","position":7,"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":"Bigin by Zoho CRM","position":8,"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":"Creatio CRM","position":9,"description":"Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core.\n\nCreatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration.\n\nCreatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration.\n\nAnd Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4878218-2df2-4665-83d7-ad771bdae78a.png","url":"https://www.softwareadvice.co.nz/software/5948/marketingcreatio-international","@type":"ListItem"},{"name":"QubeHub.ai","position":10,"description":"QubeHub.ai is a digital sales platform designed to enhance real estate operations from lead contact to resident management. It is suitable for real estate developers, property sales teams, and brokerage firms aiming to automate sales and marketing processes. The platform is beneficial for organizations managing multiple projects and units, providing centralized inventory control and agent coordination.\n\nThe platform includes an AI-powered CRM that pre-qualifies leads continuously and connects prospects with available inventory through chatbots on websites, WhatsApp, Telegram, and email. A centralized inventory library stores all project information, such as units, floor plans, pricing, availability, and media assets, and generates offers and price lists. Mobile and web portals for brokers and sales representatives offer portfolio access and an AI co-pilot for managing agent communication and onboarding. The platform also provides AI-generated marketing content, such as photo-to-video conversions and automated landing page creation, along with 3D interactive sales maps showing projects and unit availability.\n\nQubeHub.ai can function as a standalone solution or as an additional layer on existing systems. It includes property management features with a residents app for billing and support, an omni-channel hub, and facility management tools.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4a64eb3f-dbae-4d81-8563-65c7b9c784c9.jpeg","url":"https://www.softwareadvice.co.nz/software/543509/QubeHub-ai","@type":"ListItem"},{"name":"Tall Emu CRM","position":11,"description":"Australian built cloud CRM solution that works across the whole business - sell, build, pick, pack and ship. \n\nTall Emu is an all-in-one system that can be customised and integrates to multiple systems used in Australia including accounting software such as Xero and MYOB. \n\nShare data across your business from one system including contacts, notes, calendar & tasks. Nurture and report on marketing, leads and sales activity.  Have your website leads, phone calls or sales drop automatically into your CRM.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c831098b-4ecc-46a8-b9c9-8362683b1ce5.png","url":"https://www.softwareadvice.co.nz/software/360162/tall-emu-crm","@type":"ListItem"},{"name":"Capsule","position":12,"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":"Constant Contact","position":13,"description":"Constant Contact delivers small businesses with tools to simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience, Constant Contact aims to help users build strong connections and generate results.\n\nConstant Contact aims to help businesses grow audiences by building a list with landing pages, social media lead ads, and more. Its helps customer relationships by creating professional emails, segmenting lists and automating messages to drive more engagement and sales; simplify social media by creating and managing social posts and ads to generate awareness, drive leads and promote growth; and sync with apps already in use to grow and sell more online.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d5bb525e-43fd-44ad-b018-e69dbd4d4817.jpeg","url":"https://www.softwareadvice.co.nz/software/397812/constant-contact","@type":"ListItem"},{"name":"Salesforce Sales Cloud","position":14,"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":15,"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":"Dynamics 365","position":16,"description":"Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word.\n\nThe Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers.\n\nMicrosoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5d35bcd-e674-49ae-b851-7c2579a7969f.jpeg","url":"https://www.softwareadvice.co.nz/software/106335/microsoft-dynamics-crm","@type":"ListItem"},{"name":"ClickUp","position":17,"description":"ClickUp is a productivity platform designed to unify work tools within a single workspace. It supports various teams and industries, including marketing, product development, engineering, IT, HR, and leadership, by helping organizations streamline workflows and reduce reliance on multiple applications.\n\nThe platform includes features such as tasks, sprints, Gantt charts, and kanban boards for project management. It incorporates AI-based tools, including ClickUp Brain and AI super agents, which assist with task delegation, event updates, and document creation. Collaboration tools include built-in docs, wikis, whiteboards, chat functionality, and time tracking.\n\nClickUp offers security measures such as SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance. It provides customization options through custom fields, statuses, and templates to align with specific workflows. The platform is compatible with iOS, Android, Mac, Windows, and Chrome, allowing teams to maintain productivity across devices and operating systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/60da54ff-60b7-4bec-9ece-19887f60a886.png","url":"https://www.softwareadvice.co.nz/software/123064/clickup","@type":"ListItem"},{"name":"Zendesk Suite","position":18,"description":"Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features and integration with applications like Salesforce and Google Analytics. Zendesk is used across a wide range of vertical markets including technology, government, media and retail, from small to large.\n\nZendesk’s online customer portal helps support agents to keep track of tickets raised and their status. Customers can go through existing tickets to find answers from queries similar to their question and if not satisfied, customers can raise their own tickets in the portal. Zendesk also offers branding of support pages with business logos, themes and brand images.\n\nZendesk allows businesses to build a knowledge base to address some of the most prominent and repetitive questions, so that customers can go through the basic set of queries asked in general. Using Zendesk, businesses can also set up an online community where their customers can post queries and reply to ongoing discussion threads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f0d90c26-fb48-482e-bfed-fd16809bc437.png","url":"https://www.softwareadvice.co.nz/software/26892/zendesk-talk","@type":"ListItem"},{"name":"Brevo","position":19,"description":"Brevo is a cloud-based email marketing tool suited for organizations of all sizes. It offers marketing automation, email campaigns, transactional emails and SMS messages functionalities within a suite. Brevo allows users to create mobile-responsive emails using design tools. Users can also schedule and automate marketing campaigns and pre-test messages’ deliverability before sending campaigns. Transactional emails may be sent via Brevo's SMTP service or API. The contact management functionality allows for importing contacts, categorizing lists, collection forms, behavioral forms and more.\n\nBrevo also features reporting, which allows users to create reports on basic statistics, such as open rate, click-throughs and more. Other reporting features include per ISP, exporting results into Excel or PDF and heat maps. Brevo  can be integrated with organizations’ websites and management tools. Brevo plugin is also available to be installed with other content management and e-commerce systems such as WordPress, PrestaShop, Drupal, WooCommerce or Magento.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/10261f97-8dd6-4ab1-9cf0-781bce5dbc0e.png","url":"https://www.softwareadvice.co.nz/software/18887/brevo","@type":"ListItem"},{"name":"Pipedrive","position":20,"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":"ActiveCampaign","position":21,"description":"ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 950+ apps, uncover deep performance insights, and optimize your workflows so you win every day.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9b440085-9a1d-42e2-9f4a-496ce62451fd.png","url":"https://www.softwareadvice.co.nz/software/5398/activecampaign","@type":"ListItem"},{"name":"Airtable","position":22,"description":"Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.\n\nTwo AI capabilities make it possible: Omni, a conversational builder that creates complete apps — tables, interfaces, and automations — just from a description, and Field Agents, which perform high-value work inside every record, from analyzing data to generating content and conducting research, automatically and at scale.\n\nThe result is an app building platform that leading enterprises trust across product management, marketing, operations, project management, and more. More than 500,000 organizations, including 80% of the Fortune 100, rely on Airtable to drive faster innovation, enterprise governance, and a modern work experience for every team.\n\nGet started for free at airtable.com","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3db6aa4b-f160-410b-85e5-71593a0b271d.png","url":"https://www.softwareadvice.co.nz/software/205546/airtable","@type":"ListItem"},{"name":"NetSuite","position":23,"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":24,"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":"LiveAgent","position":25,"description":"LiveAgent is a multichannel help desk solution with advanced AI features, live chat, ticketing, and call center capabilities. Streamline all business communication channels and manage customer interactions from a single shared team inbox. It offers 200+ native integrations including all popular social media, a customizable chat widget, chat routing, chat history, canned responses, reliable ticketing, and more advanced features.\n\nWith multiple pricing tiers, LiveAgent suits businesses of any size or industry. A flexible, all-in-one solution for handling customer support across different use cases.\n\nStart with a 1-month free trial, no credit credit card needed.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/72e94d6f-e43a-417d-9e8a-8d774fe6e086.png","url":"https://www.softwareadvice.co.nz/software/109980/liveagent","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.nz/directory/4153/crm/software#itemlist","numberOfItems":25}
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