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

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# Insurance CRM Software

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## Products

1. [Creatio CRM](https://www.softwareadvice.ie/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...
2. [Salesforce Sales Cloud](https://www.softwareadvice.ie/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) — Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, m...
3. [Mailchimp](https://www.softwareadvice.ie/software/111921/mailchimp) — 4.5/5 (17572 reviews) — Mailchimp is a web-based marketing automation service with millions of users worldwide. The application allows users ...
4. [Zoho CRM](https://www.softwareadvice.ie/software/392464/zoho-crm) — 4.3/5 (6964 reviews) — Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and ma...
5. [Dynamics 365](https://www.softwareadvice.ie/software/106335/microsoft-dynamics-crm) — 4.4/5 (5811 reviews) — Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on...
6. [HubSpot CRM](https://www.softwareadvice.ie/software/1854/hubspot) — 4.5/5 (4451 reviews) — HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey....
7. [Zendesk Suite](https://www.softwareadvice.ie/software/26892/zendesk-talk) — 4.4/5 (4072 reviews) — Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, ...
8. [Pipedrive](https://www.softwareadvice.ie/software/321306/pipedrive) — 4.5/5 (3042 reviews) — Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipe...
9. [Zoho Desk](https://www.softwareadvice.ie/software/393877/zoho-desk) — 4.5/5 (2211 reviews) — Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key feature...
10. [NetSuite](https://www.softwareadvice.ie/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2003 reviews) — NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and ...
11. [Keap](https://www.softwareadvice.ie/software/139060/infusionsoft-crm) — 4.1/5 (1298 reviews) — Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship manageme...
12. [Odoo](https://www.softwareadvice.ie/software/77019/odoo-pos) — 4.2/5 (1294 reviews) — Odoo is a comprehensive, open-source suite of business applications designed to cater to the diverse needs of compani...
13. [Bitrix24](https://www.softwareadvice.ie/software/128326/bitrix24) — 4.2/5 (984 reviews) — Bitrix24 is an online workspace platform designed to help businesses manage teams, sales, projects, and client relati...
14. [EngageBay CRM](https://www.softwareadvice.ie/software/83835/engagebay) — 4.7/5 (907 reviews) — EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and custo...
15. [Act\!](https://www.softwareadvice.ie/software/3259/act-crm) — 3.9/5 (857 reviews) — Act\! is a Customer Relationship Management (CRM) and Marketing Automation platform designed for small and medium-size...
16. [eWay-CRM](https://www.softwareadvice.ie/software/31005/eway) — 4.5/5 (820 reviews) — CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With th...
17. [Salesforce Service Cloud](https://www.softwareadvice.ie/software/363691/service-cloud) — 4.5/5 (820 reviews) — Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions ac...
18. [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...
19. [Insightly](https://www.softwareadvice.ie/software/2667/insightly) — 4.0/5 (654 reviews) — Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with compa...
20. [Less Annoying CRM](https://www.softwareadvice.ie/software/5759/less-annoying-crm) — 4.8/5 (645 reviews) — We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owne...
21. [Freshsales](https://www.softwareadvice.ie/software/113796/freshsales) — 4.5/5 (621 reviews) — Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, cl...
22. [Thryv](https://www.softwareadvice.ie/software/66581/thryv) — 4.2/5 (505 reviews) — Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smart...
23. [noCRM](https://www.softwareadvice.ie/software/29741/you-dont-need-a-crm) — 4.6/5 (489 reviews) — Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhe...
24. [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...
25. [Flowlu](https://www.softwareadvice.ie/software/109770/flowlu) — 4.8/5 (387 reviews) — Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whet...

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## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/directory/342/insurance-crm/software> |
| en | <https://www.softwareadvice.com/crm/insurance-crm-comparison/> |
| en-AU | <https://www.softwareadvice.com.au/directory/342/insurance-crm/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/342/insurance-crm/software> |
| en-IE | <https://www.softwareadvice.ie/directory/342/insurance-crm/software> |
| en-NZ | <https://www.softwareadvice.co.nz/directory/342/insurance-crm/software> |
| fr | <https://www.softwareadvice.fr/directory/342/insurance-crm/software> |

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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.ie/software/2764/salesforce-sales-cloud","@type":"ListItem"},{"name":"Mailchimp","position":3,"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.ie/software/111921/mailchimp","@type":"ListItem"},{"name":"Zoho CRM","position":4,"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.ie/software/392464/zoho-crm","@type":"ListItem"},{"name":"Dynamics 365","position":5,"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.ie/software/106335/microsoft-dynamics-crm","@type":"ListItem"},{"name":"HubSpot CRM","position":6,"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.ie/software/1854/hubspot","@type":"ListItem"},{"name":"Zendesk Suite","position":7,"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.ie/software/26892/zendesk-talk","@type":"ListItem"},{"name":"Pipedrive","position":8,"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":"Zoho Desk","position":9,"description":"Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key features include management of customer support tickets, a customer support portal, contract management and report creation.\n\nZoho Desk collates interactions from various media (email, phone, chat, social media, a self-service portal, forums and forms) and presents them in one place. Tasks such as ticket assignment, service escalations, notification rules and time-based actions can be automated by setting workflow rules. The solution provides customizable and scheduled reports, happiness ratings and a graphical dashboard for analyzing customer satisfaction.\n\nIntegration with Zoho customer relationship management (CRM) facilitates feeding of customer information into tickets logged in Zoho Desk, which enables service agents to know more about the customers.\n\nThe solution also enables users to make custom changes, such as renaming tabs, adding new departments, customizing email templates, defining business hours and adding of help folders. Zoho Desk can also be integrated with clients’ in-house systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8d6440f4-1b79-46d5-a3ca-d4a0ae9e3100.png","url":"https://www.softwareadvice.ie/software/393877/zoho-desk","@type":"ListItem"},{"name":"NetSuite","position":10,"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":"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.ie/software/139060/infusionsoft-crm","@type":"ListItem"},{"name":"Odoo","position":12,"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.ie/software/77019/odoo-pos","@type":"ListItem"},{"name":"Bitrix24","position":13,"description":"Bitrix24 is an online workspace platform designed to help businesses manage teams, sales, projects, and client relationships in one environment. It is suitable for organizations of various sizes and industries, including retail, real estate, professional services, and software development. The platform serves as a central hub for business operations by combining multiple tools into a single system.\n\nIt includes a CRM system for managing sales pipelines, leads, deals, and contacts, with communication options such as forms, chat, social media, telephony, and email. Project management tools offer features such as Kanban boards, Gantt charts, Scrum frameworks, time tracking, and workload management. Collaboration tools include team chat, video conferencing, shared calendars, and document storage. A website builder is also available for creating websites and online stores with e-commerce functionality.\n\nThe platform provides HR management tools such as employee directories, absence tracking, and company structure organization. An AI assistant, CoPilot, supports productivity in areas such as CRM, tasks, and communication. Workflow automation features include business process automation, rules, triggers, and no-code robotic process automation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0d820dd6-6e0b-43de-becb-e9078a2d9fac.png","url":"https://www.softwareadvice.ie/software/128326/bitrix24","@type":"ListItem"},{"name":"EngageBay CRM","position":14,"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":"Act!","position":15,"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, and creating interactive quotes. 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.ie/software/3259/act-crm","@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.ie/software/31005/eway","@type":"ListItem"},{"name":"Salesforce Service Cloud","position":17,"description":"Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multiple channels. It provides tools for various service teams, including contact centers, field service operations, HR departments, and IT service teams. The platform focuses on enhancing customer interactions.\n\nKey features include omni-channel support, centralized case management, and AI capabilities that automate routine tasks, allowing service representatives to address more complex issues. It integrates digital channels, connects phone systems with CRM data, and offers self-service portals for around-the-clock customer support. The platform also includes a centralized knowledge management system, providing access to a digital library for both agents and customers.\n\nService Cloud provides analytics and data insights to help service leaders make informed decisions. Field service tools support workforce productivity by streamlining operations. The platform's unified structure ensures customer information is connected, enabling consistent support experiences.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9aaf4fc8-6613-49c5-98cc-efcc446130b0.jpeg","url":"https://www.softwareadvice.ie/software/363691/service-cloud","@type":"ListItem"},{"name":"Apptivo","position":18,"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":"Insightly","position":19,"description":"Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b5d562cb-cad1-4116-bdd7-4e41f252bc79.png","url":"https://www.softwareadvice.ie/software/2667/insightly","@type":"ListItem"},{"name":"Less Annoying CRM","position":20,"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":21,"description":"Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, client interaction, marketing insights, customer relationship management and other operations. The platform enables organizations to design custom workflows with event-based triggers to automate repetitive tasks.\n\nFreshsales allows teams to create custom sales pipelines based on geographies, team, processes or other criteria and maintain a product catalogue with pricing, discount and tax information. It offers a host of features like customizable email templates, sales goals management, predictive contact scoring, sales forecasting, audit logs, role-based access and more. Additionally, administrators can view and track KPIs, teams’ performance, sales, client communication and other data via the analytics dashboard.\n\nFreshsales facilitates integration with numerous third-party applications such as Microsoft Outlook, PandaDoc, Xero and more. It is available on monthly/annual subscriptions and support is provided via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bf6a3584-3313-4a13-86a7-6d6d000780e8.png","url":"https://www.softwareadvice.ie/software/113796/freshsales","@type":"ListItem"},{"name":"Thryv","position":22,"description":"Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell more, and grow faster—all from one centralized solution. Designed to replace disconnected tools, Thryv combines essential business software into one easy-to-use platform.\n\nNow including Keap, Thryv delivers powerful CRM software, marketing automation, and sales management tools that help small businesses capture more leads, automate follow-ups, and increase repeat business. With built-in tools for lead management, email and SMS marketing, pipeline tracking, and customer relationship management, Thryv + Keap help teams stay organized and close more deals.\n\nFrom getting found online with digital marketing tools to managing customer relationships and automating sales workflows, Thryv + Keap simplify every stage of the customer journey. The result is a scalable, all-in-one CRM and marketing platform that helps small businesses save time, increase efficiency, and focus on what matters most—running and growing their business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9bf58f2b-b4ec-4979-ba15-b76d49101c8d.png","url":"https://www.softwareadvice.ie/software/66581/thryv","@type":"ListItem"},{"name":"noCRM","position":23,"description":"Turning sales actions into connections. \nnoCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals.\n\nBuilt for people who actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster.\n\nWhy salespeople love noCRM:\n⚡ Action-driven: stay focus on what matters the most: turning leads into deals.\n👥 Flexible: built for solo sellers, scaling teams, or outbound telesales crews.\n🚀 Easy: quick to set up, simple to adopt, and ready to grow with you.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c97361cd-eb00-4d1e-8827-dc63dcca5432.png","url":"https://www.softwareadvice.ie/software/29741/you-dont-need-a-crm","@type":"ListItem"},{"name":"Spotler CRM","position":24,"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":"Flowlu","position":25,"description":"Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whether you're managing projects, tracking sales, or handling finances, Flowlu brings everything together in a single, intuitive platform.\n\nPowerful CRM & Sales Automation\n\nFlowlu simplifies lead management, contact tracking, and sales pipeline visualization. Easily organize prospects, log interactions, and automate follow-ups to close deals faster. With color-coded sales funnels and real-time reporting, businesses gain clear insights into every stage of the sales process.\n\nSeamless Project & Task Management\n\nKeep projects on track with Kanban boards, Gantt charts, and task lists. Assign tasks, set deadlines, track time, and collaborate effortlessly. Custom workflows and automation help eliminate manual work, ensuring teams stay focused and productive.\n\nIntegrated Invoicing & Financial Tools\n\nFlowlu’s built-in financial tools make it easy to send invoices, track payments, and manage expenses. Generate professional invoices using client data, automate recurring billing, and accept payments through PayPal, Stripe, Skrill, and more.\n\nCollaboration & Knowledge Sharing\n\nEnhance teamwork with built-in chat, shared workspaces, and file storage. Keep important documents, meeting notes, and project updates organized in a centralized knowledge base for both internal teams and external customer support.\n\nCustomization & Integrations\n\nFlowlu adapts to your unique business needs with custom fields, lists, and dashboards. Integrate seamlessly with Google Drive, Zendesk, and other essential tools to streamline workflows and improve efficiency.\n\nMobile Access & Support\n\nStay connected with Flowlu’s mobile apps for Android and iOS, ensuring you can manage work on the go. Support is available via email, knowledge base, and community forums, providing the assistance you need whenever you need it.\n\nFrom sales to project execution, Flowlu helps businesses streamline operations, automate workflows, and improve team collaboration—all in one powerful platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2e45592e-f1b8-4a62-9c2e-1bd35bc46729.jpeg","url":"https://www.softwareadvice.ie/software/109770/flowlu","@type":"ListItem"}],"numberOfItems":25}
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