Customer Relationship Management tools help MSPs track customer interactions and manage sales pipelines. They handle leads, store customer data, and log communication history. This category lists 60 products.
Look for tools offering specific features like lead scoring or sales analytics, as seen in Freshsales. Brevo's Sales Platform uses AI to help find and engage new leads. Consider if a platform supports Microsoft Cloud Provider (MCP) operations, like TekStack's Customer Relationship Management, which helps manage cloud services.
Connecting with your existing PSA is important. Work 365 stands out with its ConnectWise PSA integration, automating CSP operations for Microsoft Cloud Services. Many platforms here don't list direct PSA integrations, so plan on some manual data transfer or custom API work to sync with Autotask PSA or Halo PSA.
You'll find options like MailChimp, which focuses on managing customer data for personalized marketing. noCRM provides a public API for custom integrations. Salesforce's Sales Cloud helps manage leads and opportunities.
Products
58
Odoo CRM helps businesses manage customer interactions and sales processes.
SharpSpring's CRM helps businesses capture every opportunity and convert more wins, integrating seamlessly with their marketing and sales automation platform.
Mimiran provides a referral tracking system designed for solo consultants to help them gain more business through referrals.
The #1 All-In-One Marketing & Sales System For MSPs & IT Specialists Get the edge to grow your MSP business with pre-built marketing & sales campaigns that are ready to use. Free done-with-you onboarding to help you launch and close clients faster.
Easily schedule calendar meetings with prospects and clients, integrating with existing calendars for efficient appointment setting.
Bizzity includes CRM functionality that enables MSPs to manage relationships with suspects, prospects, customers, and other contacts, tracking communications and interactions.
Mailchimp offers customer relationship management (CRM) capabilities to help businesses manage customer data, segment audiences, and personalize marketing efforts for stronger customer relationships.
Your sales team is only as effective as the tools you provide for them. The “smarketing strategy” blends the best of sales and marketing. That way you get the tools and insights you need to identify and act on the right leads with the right content at the right time. Manage your leads with confidence. We understand that nurturing your leads can be a challenge. As a growing business keeping up with all the leads coming in can be overwhelming. You can count on BigOrange Marketing. You can count on our CRM pros:A nimble team of seasoned prosWe’ve helped dozens of top companies win millions of dollars of businessWe deliver what others just promise
Sales CRM software is a subcategory of customer relationship management. It’s primarily used by sales departments and targets sales-specific pains along with other, more general, needs.
GlassHive gives your sales team the tools they need to carry out effective activities without the rigamarole of data entry and file management. When your sales process lives in GlassHive, you can harness the full power of AI, big data, automation, and an integrated collateral library, without sacrificing your workflow.
Powerful sales software to help teams close more deals, deepen relationships, and manage their pipeline more effectively — all on one connected platform.
Bring the very best out of your customer-facing teams with robust automation, comprehensive analytics, personalized solutions, and more. Sign up and get started in no time—the fastest implementation in the enterprise CRM market.
Introducing a seamlessly integrated Customer Relationship Management platform that is user-friendly and efficient. Our sales CRM is designed for effortless navigation and optimal results, requiring minimal effort for maximum productivity. Forget about complicated systems with extensive feature lists and lengthy training sessions. Simply log in, populate your sales pipeline, and begin selling with a visually appealing product that streamlines the sales process.
Nimble CRM enriches contacts with social and business data, streamlines workflows, and works across all channels. Ideal for relationship-focused sales professionals, solopreneurs, and business teams.
Stress-free sales and marketing. Meet the all-in-one CRM that helps B2B teams close more deals.
Know your audience. Collect, filter, and segment your data to get a better understanding of who's on your list. Leverage your data to predict or alter buying and engagement habits. Gain a deeper understanding of your ideal customer.
Everything your sellers need to build pipe, engage buyers, and win opportunities.
An all-in-one sales CRM platform designed to help businesses find leads, engage with them, and close more deals.
Tools for customer relationship management to capture, nurture, and close leads effectively.
We Help Agencies & Marketers Thrive With Our All-In-One Sales & Marketing Platform.
Client Heartbeat is a customer satisfaction survey tool that automatically surveys your customers over a period of time so you can intelligently monitor customer satisfaction to identify how happy or
CRM software for entrepreneurs. Get organized and automate follow-up with Keap’s client management software
The most comprehensive MSP marketing & sales solution
An end-to-end revenue management solution. So you can streamline your entire revenue lifecycle. All with the power of the Customer 360 Platform.
CRM module within Promys, providing customer relationship management capabilities.
Act! CRM is a widely used CRM system suitable for businesses of all sizes. It helps manage contacts, sales, and marketing efforts.
SmartWe is a CRM solution with a user-friendly design and versatile applications for small and medium-sized businesses. The cloud-based platform combines intuitive operation with flexibility and secure data storage.
LoyaltyLoop with Autotask integration is an online feedback and review management service that helps MSPs deliver exceptional customer experiences to drive growth, profits and brand equity. Using our
Designed for IT Service Providers, Work 365's integration with ConnectWise streamlines and automates CSP operations such as provisioning Microsoft Cloud Services (M365, D365 and Power Platform) with P
A sales enablement CRM platform designed to provide structure, guidance, and insights for B2B sales teams.
A sales force automation platform to help businesses manage leads, opportunities, and customer relationships.
NetSuite CRM offers comprehensive customer relationship management functionalities, including sales force automation, marketing automation, and customer service management.
Freshsales is a CRM solution designed to help sales teams manage leads, automate tasks, and close deals faster. It offers features such as lead scoring, email marketing, and sales analytics.
Appointment Setting The Contact Science software is a fast, easy and precise way for appointment setters to call 100’s of targets perfectly, simultaneously, each week and never get lost. Patented ‘pro
Autotask for Cytracom Desktop Cytracom offers modern communication solutions built for managed service providers and their customers. This powerful integration brings the best parts of Autotask to you
DarcyIQ – MCP Darcy is an AI-powered revenue acceleration platform specifically designed for B2B services companies and consulting firms. As an intelligent assistant, Darcy transforms the entire consu
GlassHive addresses the sales and marketing needs of business by using intuitive tools, pre-built content, insightful data, and automation. It was created to be a platform that unites sales, marketing
Team GPS Team GPS is a people management platform for technology service providers. IT By Design is bringing together Talent and Performance Management, Cultural Engagement, and Strategic Planning int
Go Integrator Mondago provide computer telephony integration (CTI) and Unified Communications (UC) products for a wide range of popular premise based and hosted telephone systems. A key component of t
NexaSync: HubSpot to Autotask Integration NexaLab is a marketing tool automation and integration solutions provider. We empower businesses to connect, sync, and scale their software ecosystems. Our so
GC – AD CW Contacts Sync lets you upload your user accounts and contacts in Active Directory to ConnectWise Manage.
Binox is a SaaS solution built by MSPs of data, insights, and integrations to help MSPs identify, engage, quote and close more deals all within one platform.
Aritic PinPoint is full-stack marketing automation software platform in cloud for digital marketing team or growing business. It has landing page builder, lead scoring, lead tracking, lead nurturing,
Automated logging of CRM activities, data to plan your meetings, and recommended reach outs.
Tired of wrestling with ConnectWise? Looking for a more elegant solution for business development or project management? Let's talk about Dynamics 365.
Deliver seamless service across the entire enterprise.
Build stronger relationships and drive long-term growth.
Streamline project delivery, resourcing, and profitability.
Zoho’s ecosystem of intelligent CX solutions equips your enterprise marketing, sales, and support teams with the insights they need to engage your customers at every stage of the journey.
Create an AI agent to answer FAQs, recommend products, and sell—while Copilot and smart tools fill profiles, polish messages, and suggest replies.
Exact CRM helps businesses manage customer relationships, sales processes, and marketing campaigns to improve customer engagement and drive revenue growth.
The AI Sales Hub offers features like quote processing automation, opportunity prediction, and task reduction to streamline B2B sales processes for clients.
HubSpot Operations Hub is a comprehensive platform designed to streamline and optimize business operations. It offers features such as: