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

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# Financial CRM Software

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## Products

1. [Zoho CRM](https://www.softwareadvice.ie/software/392464/zoho-crm) — 4.3/5 (7002 reviews) — Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and ma...
2. [Bigin by Zoho CRM](https://www.softwareadvice.ie/software/392397/bigin-by-zoho-crm) — 4.7/5 (744 reviews) — Bigin is an AI-powered, pipeline-centric CRM built and priced for small businesses. It brings leads, deals, and every...
3. [HubSpot CRM](https://www.softwareadvice.ie/software/1854/hubspot) — 4.5/5 (4491 reviews) — HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey....
4. [Backstop](https://www.softwareadvice.ie/software/127096/backstop) — 4.3/5 (46 reviews) — Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and ent...
5. [eWay-CRM](https://www.softwareadvice.ie/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...
6. [Pipedrive](https://www.softwareadvice.ie/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...
7. [NetSuite](https://www.softwareadvice.ie/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 ...
8. [Nimble](https://www.softwareadvice.ie/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, ...
9. [Keap](https://www.softwareadvice.ie/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...
10. [Bitrix24](https://www.softwareadvice.ie/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...
11. [EngageBay CRM](https://www.softwareadvice.ie/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...
12. [Sage Intacct](https://www.softwareadvice.ie/software/1710/sage-intacct) — 4.3/5 (717 reviews) — Transition from accounting to growth financials. Leverage cloud-native flexibility.​ Sage Intacct is designed to effo...
13. [Apptivo](https://www.softwareadvice.ie/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...
14. [HoneyBook](https://www.softwareadvice.ie/software/365179/honeybook) — 4.7/5 (691 reviews) — HoneyBook is a client relationship platform designed to help small businesses manage proposals, contracts, invoices, ...
15. [Less Annoying CRM](https://www.softwareadvice.ie/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...
16. [Freshsales](https://www.softwareadvice.ie/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...
17. [Copper](https://www.softwareadvice.ie/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 ...
18. [monday CRM](https://www.softwareadvice.ie/software/348745/monday-sales-crm) — 4.7/5 (466 reviews) — monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of indust...
19. [Spotler CRM](https://www.softwareadvice.ie/software/5776/really-simple-systems) — 4.4/5 (453 reviews) — Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for l...
20. [Campaigner](https://www.softwareadvice.ie/software/365610/campaigner) — 3.9/5 (428 reviews) — Campaigner is a cloud-based email marketing solution that caters to small and midsize businesses across various indus...
21. [Maximizer CRM](https://www.softwareadvice.ie/software/24987/maximizer-wealth-management) — 4.1/5 (366 reviews) — Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analyt...
22. [Daylite for Mac](https://www.softwareadvice.ie/software/187009/daylite-for-mac) — 4.6/5 (362 reviews) — Daylite is the all-in-one app built for service-based businesses to manage the entire client cycle in one place. From...
23. [vcita](https://www.softwareadvice.ie/software/31237/vcita) — 4.4/5 (294 reviews) — vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small...
24. [Kommo](https://www.softwareadvice.ie/software/3142/Kommo) — 4.5/5 (263 reviews) — Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With mes...
25. [Sage Sales Management](https://www.softwareadvice.ie/software/28949/forcemanager-mobile) — 4.6/5 (172 reviews) — Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI a...

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## Related Categories

- [Workflow Management Software](https://www.softwareadvice.ie/directory/4272/workflow/software)
- [Hedge Fund Software](https://www.softwareadvice.ie/directory/4146/hedge-fund/software)
- [Collaboration Software](https://www.softwareadvice.ie/directory/4138/collaboration/software)
- [Professional Services Automation Software](https://www.softwareadvice.ie/directory/4135/psa/software)
- [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software)

## Links

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## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/directory/3247/financial/software> |
| en | <https://www.softwareadvice.com/crm/financial-comparison/> |
| en-AU | <https://www.softwareadvice.com.au/directory/3247/financial/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/3247/financial/software> |
| en-IE | <https://www.softwareadvice.ie/directory/3247/financial/software> |
| en-NZ | <https://www.softwareadvice.co.nz/directory/3247/financial/software> |
| fr | <https://www.softwareadvice.fr/directory/3247/financial/software> |

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The platform provides a wide array of functionalities, including marketing, sales automation, management of the sales pipeline, managing customer relationships, tracking emails, and organizing contacts and leads among others.\n\nHubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights. \n\nHubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers.\n\nHubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f94dcf3a-e9ef-4673-80a0-d25bd50a393d.png","url":"https://www.softwareadvice.ie/software/1854/hubspot","@type":"ListItem"},{"name":"Backstop","position":4,"description":"Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage multi-asset class portfolios, research, investor relations, and customer relationships. \n\nFeatures of Backstop include management of capital raising, partnership allocation, portfolio planning, private equity and more. Backstop's customer relationship management allows asset managers to track client and partner activities, research materials, create investment documents and communicate via emails. Additionally, it comes with a web-based reporting portal, which helps investors and partners access information on investments, accounts, fund research and more.\n\nEnterprises can use Backstop's application programming interface (API) to integrate the system with several third-party applications including Preqin, Barclay Hedge, Morningstar, Crystal Reports, Oracle Business Intelligence Enterprise Edition and more. Pricing is available on request and support is extended via phone, email and other measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1f8e3bdf-4cb7-401c-aaca-af9d4b05fd2a.png","url":"https://www.softwareadvice.ie/software/127096/backstop","@type":"ListItem"},{"name":"eWay-CRM","position":5,"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.ie/software/31005/eway","@type":"ListItem"},{"name":"Pipedrive","position":6,"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.ie/software/321306/pipedrive","@type":"ListItem"},{"name":"NetSuite","position":7,"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.ie/software/25483/netsuite-wholesale-distribution-edition","@type":"ListItem"},{"name":"Nimble","position":8,"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.ie/software/4225/nimble","@type":"ListItem"},{"name":"Keap","position":9,"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.ie/software/139060/infusionsoft-crm","@type":"ListItem"},{"name":"Bitrix24","position":10,"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.ie/software/128326/bitrix24","@type":"ListItem"},{"name":"EngageBay CRM","position":11,"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.ie/software/83835/engagebay","@type":"ListItem"},{"name":"Sage Intacct","position":12,"description":"Transition from accounting to growth financials. Leverage cloud-native flexibility.​\n\nSage Intacct is designed to effortlessly provide you with strategic insights enabling you to scale your business. Set your operations apart, leveraging the power of Ai and seamless integrations, allowing you to combine financial & operational data. Free up time from admin to focus on accelerating growth and driving impactful decision making with key metrics. Our cloud-native growth accounting solution does the heavy lifting for you.\n\nAccelerating Growth: Lead a stronger growth strategy for your business by reducing costs, unlocking revenue and freeing up resources to support your ambitions.​\n\nCompetitive Advantage: Make faster, smarter decisions and outsmart the competition by leveraging our industry-leading real-time reporting, enabling you to combine financial & operational data. Powered by our AI and intelligent automations, consolidations, and integrations.​\n\nUnlock Team Potential: Real-time insights and new tools that empower and delight both your finance team and business users to do their best work.​\n\nReturn on Investment: Realise the value of your software (and then some) with the savings, profits, and growth from switching to a Growth Accounting Solution.\n\nSage Intacct enables you to make smarter, faster decisions and frees up time from admin through:\nAi- powered accounting: Automate time-consuming accounting processes - saving you hours every week. From automated workflows and simple cash management to an Ai-powered general ledger that detects anomalies for you.​\n\nDashboards & Reporting: Make data-driven, faster and smarter decisions with hundreds of out-of-the box, real-time, multi-dimensional reports and dashboards. Equip your teams with the visibility to grow your organisation.​\n\nIntuitive Budgeting & Forecasting: Compare your performance against budgets and confidently forecast with AI-enabled tools, helping you to make the right decisions today and achieve your ambitions tomorrow.​\n\nIntegrate all your business tech together: Connect Sage Intacct to your tech stack, including Salesforce, Hubspot and so much more, for a seamless, streamlined data flow across platforms, allowing you to work the way you want.​\n\nExpert Advice & Support: Our award-winning team of experts is on hand to ensure that you unlock the maximum benefit of your investment. Your success and growth matters to us. When you succeed, we succeed. From expert implementation and training, to ongoing support; we’re here as your trusted partner.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fe0f5e7e-e066-4ca1-a42f-67ba4ba1c9d0.jpeg","url":"https://www.softwareadvice.ie/software/1710/sage-intacct","@type":"ListItem"},{"name":"Apptivo","position":13,"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.ie/software/215896/apptivo","@type":"ListItem"},{"name":"HoneyBook","position":14,"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.ie/software/365179/honeybook","@type":"ListItem"},{"name":"Less Annoying CRM","position":15,"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.ie/software/5759/less-annoying-crm","@type":"ListItem"},{"name":"Freshsales","position":16,"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.ie/software/113796/freshsales","@type":"ListItem"},{"name":"Copper","position":17,"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.ie/software/63221/copper","@type":"ListItem"},{"name":"monday CRM","position":18,"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.ie/software/348745/monday-sales-crm","@type":"ListItem"},{"name":"Spotler CRM","position":19,"description":"Spotler CRM is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.\n\nOur CRM system is designed to grow with your business. There are 4 price plans; Free, Starter, Professional and Enterprise, offering easy solutions that will work for your business. \n\nOur customer support is totally free of charge and you'll find lots of self-service resources so you can get the most from your CRM.\n\nOur integrated CRM and marketing solution lets you build campaigns and send emails directly from your CRM, using your data to personalize and segment. New leads can be captured from your website and assigned to sales staff to follow up. Or you can add them directly to an automated marketing campaign, letting you work smarter. The stats package means you can monitor the leads, opportunities and value of closed deals, then track the ROI for each campaign, and optimise your marketing spend.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e7808050-a1b8-404c-88c8-7b4e7637f55e.png","url":"https://www.softwareadvice.ie/software/5776/really-simple-systems","@type":"ListItem"},{"name":"Campaigner","position":20,"description":"Campaigner is a cloud-based email marketing solution that caters to small and midsize businesses across various industry verticals. Professionals can create automation workflows using a drag-and-drop interface and improve customer engagement through conditional, behavioral and event-based triggers.\n\nFeatures include multivariate experiments & A/B testing, customizable templates, geolocation tracking, media library, image editor, reporting, sign-up forms, conversion tracking, ecommerce integrations, SMS, Reputation Defender and more. \n\nImport data that's important to your business by adding custom data fields for your contact records in Campaigner.  \n\nSchedule recurring email campaigns and create audience segments based on contact activity, demographic data and purchasing behavior, just to name a few. \n\nCampaigner offers integrations with Google Analytics, Magento, Shopify, and more. \n\nPricing is available on monthly and annual subscriptions and 24/7 support is offered to all customers, regardless of monthly plan.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/966a0052-def7-4005-a9ed-9bd81ca73ea8.png","url":"https://www.softwareadvice.ie/software/365610/campaigner","@type":"ListItem"},{"name":"Maximizer CRM","position":21,"description":"Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analytics and insights, teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. \n\nMaximizer's CRM solution consolidates all account information in a single, easily accessible location. Experience the seamless integration capabilities and complete customization options that Maximizer offers, guaranteeing a smooth transition without disrupting your workflow.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/62f02345-3554-401c-8a79-90f2dc8edac2.png","url":"https://www.softwareadvice.ie/software/24987/maximizer-wealth-management","@type":"ListItem"},{"name":"Daylite for Mac","position":22,"description":"Daylite is the all-in-one app built for service-based businesses to manage the entire client cycle in one place. From first meeting to repeat business, Daylite connects every step of the journey, eliminating wasted time and missed details from disconnected tools. It combines CRM, project management, calendars, tasks, notes, and email into one system designed for Apple users.\n\nCapture and track leads, turn emails into action, see all your work in one place, and stay on top of tasks and schedules. Daylite helps organize your team, strengthen client relationships, and drive repeat and referral business.\n\nUnlike generic CRMs, Daylite is built for people who sell their expertise: consultants, fractional executives, freelancers, agencies, coaches, designers, lawyers, real estate professionals, financial planners, construction companies, and other service-based businesses where time and trust are everything.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ca07dfe8-c3e9-49db-8ee8-c8a73118c04b.png","url":"https://www.softwareadvice.ie/software/187009/daylite-for-mac","@type":"ListItem"},{"name":"vcita","position":23,"description":"vcita is a cloud-based, all-in-one business management solution designed especially for service-based micro and small businesses. Entrepreneurs and small business owners from different industries use vcita to manage their time, money, clients and marketing, all from one place.\n\nFrom collecting payments to managing clients, scheduling appointments to sharing documents and much more, vcita has all a business needs to organize and grow the organization. Using vcita, businesses can discover new opportunities for growth, extend the brand, drive more clients to engage and deliver unparalleled, personalized services.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/675215bd-69e8-49ff-aeb7-8fe69efff96c.jpeg","url":"https://www.softwareadvice.ie/software/31237/vcita","@type":"ListItem"},{"name":"Kommo","position":24,"description":"Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own chatbots with the code-free chatbot builder, and make sure your business is online 24/7, at any capacity. Sales managers love Kommo for in-depth analytics, reporting, and automation capabilities\n\n\nLead generation is simple with Kommo’s easy to use integrations and web forms. Chat, call and email your prospects straight from the CRM. All events are stored in the lead card, including call recordings, tasks and chat messages. No data is lost or forgotten. It’s a messenger-based sales solution for entrepreneurs, small and medium businesses.\n\n\nWith workflow automation, you can ensure your sales team doesn’t waste time on repetitive tasks. Manage leads, assign tasks, run email campaigns and much more without lifting a finger. In-depth analytics provide a full overview of your sales process. You can even manage the CRM on the go, with the mobile app available both on iOS and Android.\n\n\nThe setup process is made as seamless as possible. Connecting your email address and importing your customer database takes mere moments. Integrate with a myriad of different services free of charge, and build a powerful sales stack. Our clients are offered free onboarding and setup assistance, as well as multichannel support during business hours.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/85e9c051-5ff0-429a-8de0-70db191f87a2.png","url":"https://www.softwareadvice.ie/software/3142/Kommo","@type":"ListItem"},{"name":"Sage Sales Management","position":25,"description":"Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: \n\n- AI-powered analysis for real-time sales impact measurement. \n- Geolocated opportunity information for strategic planning. \n- Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. \n\n- Customizable real-time data fields and stages to match unique sales processes. \n- AI-driven insights to minimize errors and misunderstandings. \n- Easy integration with your favorite apps. \n- Enhanced collaboration across departments, fostering a unified approach to sales success. \n\nAvailable on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.","image":"https://images.g2crowd.com/uploads/product/image/f2cacc1c88872b054c12ff4ee31c04ce/sage-sales-management.png","url":"https://www.softwareadvice.ie/software/28949/forcemanager-mobile","@type":"ListItem"}],"numberOfItems":25}
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