---
description: Page 53 - Compare the best CRM Software solutions in New Zealand. Capterra offers software reviews, prices, and features helping you find software for your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Page 53 - CRM Software - Prices & Reviews - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [CRM Software](https://www.capterra.co.nz/directory/2/customer-relationship-management/software) > [Page 53](https://www.capterra.co.nz/directory/2/customer-relationship-management/software?page=53)

# CRM Software

Canonical: https://www.capterra.co.nz/directory/2/customer-relationship-management/software

Page: 53 / 60\
Prev: [Previous page](https://www.capterra.co.nz/directory/2/customer-relationship-management/software?page=52)\
Next: [Next page](https://www.capterra.co.nz/directory/2/customer-relationship-management/software?page=54)

> CRM software enables customer interaction, support and relationship management.

-----

## Products

1. [Limo Flow](https://www.capterra.co.nz/software/1074002/Limo-Flow) (0 reviews) — Designed for limo businesses, the solution provides a suite of tools to help manage their reservations, marketing and sales operations.
2. [DitLead](https://www.capterra.co.nz/software/1074001/DitLead) (0 reviews) — Cloud-based sales force automation tool that helps businesses handle LinkedIn outreach, send cold emails, track leads, and more.
3. [Tellie](https://www.capterra.co.nz/software/1074095/Tellie) (0 reviews) — Manage contacts and customers with CRM software, simplifying invoicing and payments for one-time projects and subscriptions.
4. [Meg-CRM](https://www.capterra.co.nz/software/1074129/Meg-CRM) (0 reviews) — Meg-CRM is a modular business software for managing tickets, HR, sales, and documents, with ERP integrations and AI-powered insights.
5. [Salesforce Pro Suite](https://www.capterra.co.nz/software/1074673/Salesforce-Pro-Suite) (0 reviews) — Cloud-based CRM suite that allows businesses to manage marketing, sales, and lead management operations via a unified portal.
6. [Cintram](https://www.capterra.co.nz/software/1074696/Cintram) (0 reviews) — Cintram helps service businesses manage their client journey in one place without scattered tools.
7. [Agent CRM](https://www.capterra.co.nz/software/1074784/Agent-CRM) (0 reviews) — AI-enabled sales and marketing software that assists insurance agents and their teams with customer relationship management and more.
8. [Cloud CRM](https://www.capterra.co.nz/software/1074823/Cloud-CRM) (0 reviews) — Cloud CRM software that helps businesses manage customer data, sales opportunities, marketing campaigns, and more.
9. [Leat](https://www.capterra.co.nz/software/1075041/Leat) (0 reviews) — The unified loyalty and promotions engine that builds real connections.
10. [SalesTarget](https://www.capterra.co.nz/software/1075196/SalesTarget) (0 reviews) — SalesTarget.ai’s CRM helps teams track leads, manage communications, and schedule follow-ups in one platform, boosting sales efficiency
11. [Sessionboard](https://www.capterra.co.nz/software/1075502/Sessionboard) (0 reviews) — CRM solution that helps users streamline sessions, speakers, and content across platforms by offering a personalized onboarding portal.
12. [itacom CRM](https://www.capterra.co.nz/software/1075643/itacom-CRM) (0 reviews) — .
13. [CRMJIO](https://www.capterra.co.nz/software/1075982/CRMJIO) (0 reviews) — Cloud-based CRM and billing software for repair shops and service businesses to manage jobs, customers, invoices, and operations.
14. [Travcatalyst](https://www.capterra.co.nz/software/1076107/Travcatalyst) (0 reviews) — Cloud-based CRM software that assists travel businesses with automation, data and lead management, reporting, and expense handling.
15. [Fyrestone CRM](https://www.capterra.co.nz/software/1076127/Fyrestone-CRM) (0 reviews) — A complete CRM built for small businesses to handle clients, jobs, invoicing, and tasks—easy to use, powerful in features, and ready to
16. [Nexved CRM](https://www.capterra.co.nz/software/1076326/Nexved-CRM) (0 reviews) — Nexved CRM is a sales software that helps businesses manage leads, clients, proposals, and payments in one platform.
17. [CNPJ BIZ](https://www.capterra.co.nz/software/1076451/CNPJ-BIZ) (0 reviews) — CNPJ Biz is a B2B sales platform that combines CRM functionality with lead prospecting and automation tools for WhatsApp and email.
18. [Origami CRM](https://www.capterra.co.nz/software/1076455/Origami-CRM) (0 reviews) — Customer relationship management solution that helps businesses automate workflows to capture, nurture, and close deals.
19. [Leaf CRM](https://www.capterra.co.nz/software/1076798/Leaf-CRM) (0 reviews) — Web-based lead management tool that automates sales operations, captures leads, and sends responses to leads across various industries.
20. [MyFastCRM](https://www.capterra.co.nz/software/1076801/MyFastCRM) (0 reviews) — Cloud-based CRM software that streamlines client interactions, manages contact information, automates marketing, and generates reports.
21. [happyCRM](https://www.capterra.co.nz/software/1076836/happyCRM) (0 reviews) — happyCRM is a customer relationship management tool that helps businesses handle customer data and streamlines sales processes.
22. [Squarebox](https://www.capterra.co.nz/software/1076938/Squarebox) (0 reviews) — AI-based CRM solution that helps businesses streamline WhatsApp communication and automate customer engagement processes.
23. [Singletrack](https://www.capterra.co.nz/software/1076979/Singletrack) (0 reviews) — Customer engagement and relationship management solution that helps businesses automate data capture to guide on next actions.
24. [UXD CRM](https://www.capterra.co.nz/software/1077024/UXD-CRM) (0 reviews) — Cloud-based customizable CRM tool that assists small businesses with lead management, real-time reporting, and conversation tracking.
25. [Breezy](https://www.capterra.co.nz/software/1077061/Breezy) (0 reviews) — Breezy is a communication platform that delivers AI-powered phone systems and virtual receptionist services for solo professionals.

-----

Page: 53 / 60\
Prev: [Previous page](https://www.capterra.co.nz/directory/2/customer-relationship-management/software?page=52)\
Next: [Next page](https://www.capterra.co.nz/directory/2/customer-relationship-management/software?page=54)

## Related Categories

- [Small Business CRM Software](https://www.capterra.co.nz/directory/31583/small-business-crm/software)
- [Online CRM Software](https://www.capterra.co.nz/directory/30072/online-crm/software)
- [Sales Tracking Software](https://www.capterra.co.nz/directory/32744/sales-tracking/software)
- [Lead Management Software](https://www.capterra.co.nz/directory/30017/lead-management/software)

## Links

- [View on Capterra](https://www.capterra.co.nz/directory/2/customer-relationship-management/software)
- [All Categories](https://www.capterra.co.nz/directory)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra New Zealand helps millions of people find the best business software with user reviews, ratings and price comparisons.","email":"info@capterra.co.nz","url":"https://www.capterra.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.nz/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":null,"url":"https://www.capterra.co.nz/","@id":"https://www.capterra.co.nz/#website","@type":"WebSite","publisher":{"@id":"https://www.capterra.co.nz/#organization"},"potentialAction":{"query":"required","target":"https://www.capterra.co.nz/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"CRM Software","description":"Page 53 - Compare the best CRM Software solutions in New Zealand. Capterra offers software reviews, prices, and features helping you find software for your business needs.","url":"https://www.capterra.co.nz/directory/2/customer-relationship-management/software?page=53","about":{"@id":"https://www.capterra.co.nz/directory/2/customer-relationship-management/software?page=53#itemlist"},"breadcrumb":{"@id":"https://www.capterra.co.nz/directory/2/customer-relationship-management/software?page=53#breadcrumblist"},"@id":"https://www.capterra.co.nz/directory/2/customer-relationship-management/software?page=53#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.capterra.co.nz/#website"},"inLanguage":"en-NZ","publisher":{"@id":"https://www.capterra.co.nz/#organization"},"mainEntity":{"@id":"https://www.capterra.co.nz/directory/2/customer-relationship-management/software?page=53#itemlist"}},{"@id":"https://www.capterra.co.nz/directory/2/customer-relationship-management/software?page=53#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM Software","position":2,"item":"https://www.capterra.co.nz/directory/2/customer-relationship-management/software","@type":"ListItem"},{"name":"Page 53","position":3,"item":"https://www.capterra.co.nz/directory/2/customer-relationship-management/software?page=53","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Page 53 - CRM Software - Prices &amp; Reviews - Capterra New Zealand 2026","@context":"https://schema.org","@id":"https://www.capterra.co.nz/directory/2/customer-relationship-management/software?page=53#itemlist","@type":"ItemList","itemListElement":[{"name":"Limo Flow","position":1,"description":"Limo Flow is a solution designed to streamline the operations of limo businesses. It provides a suite of tools to help companies manage their reservations, marketing, and sales operations.\n\nThe software includes a booking system that guides customers through the reservation process. It also offers tools for tracking and optimizing online advertising investments. Limo Flow provides comprehensive sales and customer relationship management features to help companies manage their sales pipeline and automate follow-ups.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/130598a6-2a4f-41f0-a947-9dc739473252.png","url":"https://www.capterra.co.nz/software/1074002/Limo-Flow","@type":"ListItem"},{"name":"DitLead","position":2,"description":"DitLead is a cloud-based sales force automation tool that helps businesses handle LinkedIn outreach, send cold emails, track leads, and more. The platform provides drag-and-drop campaign builder, helping users design multi-step sequences and personalized messaging without coding. It also includes an email warmup feature to boost deliverability and AI capabilities for personalized messages. Additional features encompass a built-in CRM, blocklist, custom domains, and analytics.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a726686b-b312-41c5-9bb3-90fc54e4e3fe.png","url":"https://www.capterra.co.nz/software/1074001/DitLead","@type":"ListItem"},{"name":"Tellie","position":3,"description":"The Versatile All-in-One CRM Solution for Customer Management\n\nTellie CRM is built to optimize and simplify workflows across sales, marketing, and customer service. The platform offers an intuitive design paired with robust tools, specifically crafted to address the demands of today’s businesses.\n\nWith Tellie CRM, managing customer interactions and contacts becomes effortless. It enables you to seize sales opportunities, automate repetitive tasks, and support your team in achieving peak performance. Thanks to its extensive integrations, Tellie seamlessly connects with your existing tools, providing a flexible and scalable solution tailored to your business needs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4053f172-f92f-4128-8db5-ada71486dd22.webp","url":"https://www.capterra.co.nz/software/1074095/Tellie","@type":"ListItem"},{"name":"Meg-CRM","position":4,"description":"Meg-CRM is a modular business management software designed to streamline processes and enhance efficiency. It offers four modules: MegDesk for ticket management and contracts, MegEmployee for HR and performance evaluations, MegSales for lead tracking and revenue optimization, and MegDocs for centralized document management. Each module includes scheduling tools, ERP integrations (e.g., CEGID PRIMAVERA, PHC), and AI-powered insights, making it the ideal solution for productivity and growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cc25dba2-fb17-4b87-a300-fa0c2a88b343.jpeg","url":"https://www.capterra.co.nz/software/1074129/Meg-CRM","@type":"ListItem"},{"name":"Salesforce Pro Suite","position":5,"description":"Cloud-based CRM suite that allows businesses to manage marketing, sales, and lead management operations via a unified portal. The platform allows users to reach new audiences with custom emails, manage deals, create and manage customer profiles, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d725739b-3e7c-44b7-afe6-cf52d159a3b8.jpeg","url":"https://www.capterra.co.nz/software/1074673/Salesforce-Pro-Suite","@type":"ListItem"},{"name":"Cintram","position":6,"description":"Cintram is built for service businesses that deliver work online.\n\nMany teams outgrow traditional CRMs because sales, onboarding, delivery, and client communication live in separate tools. Cintram connects these parts into one system so teams have visibility and control without duct-taped workflows.\n\nDesigned for agencies, consultants, coaches, and productized service businesses that want clarity across their operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d30c3750-82b2-44e0-9fcb-3089aa66c247.jpeg","url":"https://www.capterra.co.nz/software/1074696/Cintram","@type":"ListItem"},{"name":"Agent CRM","position":7,"description":"Agent CRM is a customer relationship management software designed for insurance agents and their teams. It provides tools to manage marketing campaigns, nurture leads, automate routine tasks, monitor reputation, and more. Key features include a power dialer, email marketing, AI assistant, social media tools, and pre-built assets such as websites, sequences, and automations tailored for insurance verticals. The software aims to help agents manage customer relationships efficiently.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f8c54f66-a960-4b1a-975d-28048593f39c.jpeg","url":"https://www.capterra.co.nz/software/1074784/Agent-CRM","@type":"ListItem"},{"name":"Cloud CRM","position":8,"description":"Cloud CRM is customer relationship management software that centralizes customer data to provide sales teams with a 360-degree view of contacts. The cloud-based system enables users to track sales opportunities, manage tasks, customize fields, and generate reports to gain actionable insights. Key features include contact management, lead scoring, calendar integration, email marketing campaigns, and mobile access for salespeople on-the-go.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0ac8e6f5-f92c-4086-99d7-a5cf26bf5f0e.jpeg","url":"https://www.capterra.co.nz/software/1074823/Cloud-CRM","@type":"ListItem"},{"name":"Leat","position":9,"description":"Leat is the leading unified loyalty and promotions engine for retail, e-commerce, and hospitality businesses. \n\nLeat helps you turn first-time buyers into lifelong customers with an integrated loyalty and promotion system, allowing you to reward repeat purchases, automate promotions, and gain deep customer insights. \n\nWhether you’re running an e-commerce store or scaling up your physical locations, Leat helps you boost retention, increase sales, and keep customers coming back.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/25b22fb8-94f5-41d2-a78d-77e76cd478d6.jpeg","url":"https://www.capterra.co.nz/software/1075041/Leat","@type":"ListItem"},{"name":"SalesTarget","position":10,"description":"SalesTarget.ai CRM centralizes your entire sales workflow in one intelligent platform. Manage contacts, pipelines, deals, tasks, and follow-ups without switching tools. Every interaction — calls logged via Power Dialer, emails sent, LinkedIn touches made — syncs automatically, eliminating manual entry and data silos. Customizable pipelines give full visibility from first touch to closed deal. The AI Co-pilot prioritizes leads, forecasts opportunities, and recommends next steps in real time. Built-in dashboards and analytics align your team and track revenue performance. Whether you're a startup or an enterprise sales team, SalesTarget.ai CRM scales with your growth — combining simplicity, automation, and intelligence to help you close more deals efficiently.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/78473270-0c13-44c0-a11b-23d9766ff441.png","url":"https://www.capterra.co.nz/software/1075196/SalesTarget","@type":"ListItem"},{"name":"Sessionboard","position":11,"description":"Sessionboard is a customer relationship management system for conference organizers. The platform offers submission grading tools to facilitate feedback and session selection. The solution provides personalized onboarding portals, dashboards, and a content management system to manage projects.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5c06f253-a033-483b-b1a9-8fd8cc9659b5.png","url":"https://www.capterra.co.nz/software/1075502/Sessionboard","@type":"ListItem"},{"name":"itacom CRM","position":12,"description":".","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5ef5e861-0a38-41d5-9a0d-5ee816c4d0e3.jpeg","url":"https://www.capterra.co.nz/software/1075643/itacom-CRM","@type":"ListItem"},{"name":"CRMJIO","position":13,"description":"CRMJIO is a cloud-based CRM and business management software designed specifically for repair shops, service centers, and product-based businesses that need complete control over customer operations, billing, and service workflows in one platform.\n\nThe software helps businesses manage job sheets, repairs, invoices, inventory, technicians, and customer communication from a centralized dashboard. CRMJIO simplifies daily operations by automating service tracking, payment management, and follow-ups, enabling teams to improve efficiency and deliver faster service experiences.\n\nBuilt for mobile repair stores, electronics service providers, automobile workshops, and multi-branch service businesses, CRMJIO provides real-time business insights, employee management tools, and performance analytics to help owners make smarter decisions.\n\nWith cloud access, automated notifications, and integrated billing features, CRMJIO reduces manual work while improving customer satisfaction and operationals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6af38b59-2b06-47d1-902b-4b125247f44e.jpeg","url":"https://www.capterra.co.nz/software/1075982/CRMJIO","@type":"ListItem"},{"name":"Travcatalyst","position":14,"description":"Cloud-based customer relationship management (CRM) software designed to help travel agencies streamline operations and boost customer engagement. Key features include itinerary building, lead management, quotation creation, hotel booking capabilities, transportation management, website management, travel agent oversight, and reporting tools.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f2d224b7-126f-4324-94eb-60659df3d46a.png","url":"https://www.capterra.co.nz/software/1076107/Travcatalyst","@type":"ListItem"},{"name":"Fyrestone CRM","position":15,"description":"Fyrestone CRM is a complete business management system built to help small teams and growing businesses stay organised and work smarter.\n\nHandle leads, clients, jobs, invoicing, and communication from one central dashboard. Fyrestone blends the power of CRM with tools for task management, automation, quoting, billing, team collaboration, and real-time reporting—without the bloat.\n\nWhether you're a solo entrepreneur or leading a team, Fyrestone adapts to your process, keeps your data connected, and automates repetitive work so you can stay focused on what matters.\n\nBuild branded quotes, assign jobs, send automated SMS and emails, and keep track of every client interaction with ease.\n\nFrom lead capture forms and tagging to smart scheduling and secure file storage, Fyrestone replaces your disconnected tools with one streamlined, easy-to-use solution.\n\nNo clutter. No tech stress. Just a platform that works—created by a business owner who gets it.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dfa35573-fa06-4151-86e3-19da277739e9.png","url":"https://www.capterra.co.nz/software/1076127/Fyrestone-CRM","@type":"ListItem"},{"name":"Nexved CRM","position":16,"description":"Nexved CRM is a sales software that enhances business operations with comprehensive management tools. It centralizes lead tracking and customer interactions, simplifying the nurturing process. The system efficiently manages estimates, proposals, and invoices.\n\nDesigned for users of all skill levels, the interface requires minimal training. It integrates with email, WhatsApp, and other business tools to facilitate communication. Marketing automation streamlines email campaigns and lead development.\n\nNexved CRM includes reminders and notifications for timely client follow-ups. Its analytics and reporting tools offer insights into sales performance and business metrics.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/08b51215-d74e-4f62-ad80-2c280c4114ff.png","url":"https://www.capterra.co.nz/software/1076326/Nexved-CRM","@type":"ListItem"},{"name":"CNPJ BIZ","position":17,"description":"CNPJ Biz is a B2B prospecting and customer relationship management software that combines lead generation with sales pipeline management. The platform includes company search functionality with filtering options by industry, size, location, and business type to identify potential clients. \n\nThe integrated CRM system organizes sales opportunities and tracks customer interactions while maintaining a structured pipeline. CNPJ Biz features WhatsApp and email automation capabilities that allow for message template creation and communication workflow setup. The software provides team management tools to coordinate sales activities across departments and includes analytics features for monitoring performance. The platform also maintains a database of business information that users can access to build targeted prospect lists for outreach. campaigns.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/35e68a4f-d108-4407-8bdd-352d03d1e29f.png","url":"https://www.capterra.co.nz/software/1076451/CNPJ-BIZ","@type":"ListItem"},{"name":"Origami CRM","position":18,"description":"Origami CRM is a CRM solution that empowers sales teams to capture, nurture, and close deals. The platform features customizable workflows, AI-driven pipelines, and automated follow-ups that transform sales operations.\n\nThe system allows users to adapt lead fields, pipeline stages, and workflows to match specific sales processes, enhancing productivity. Origami CRM enables teams to streamline tasks through automation, including lead assignment, follow-up reminders, and AI-powered lead scoring.\n\nThe omnichannel engagement functionality centralizes all customer communications across email, calls, WhatsApp, and SMS in one place, while automating personalized reminders.\n\nOrigami CRM provides scalability and security with detailed permissions and comprehensive audit logs. The platform supports everything from single teams to large-scale deployments, adjusting capacity and functionality as needs change.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fbabc547-161b-4569-9458-ebf79e00dc5b.png","url":"https://www.capterra.co.nz/software/1076455/Origami-CRM","@type":"ListItem"},{"name":"Leaf CRM","position":19,"description":"Cloud-based CRM and lead management system that streamlines sales operations across industries. The software automates lead assignment based on predefined distribution rules while providing instant notifications when leads are assigned to sales representatives. The platform includes customizable sales pipeline stages tailored to specific industry requirements and a master data system that consolidates leads. Leaf CRM integrates with multiple lead sources including social media platforms and advertising systems, allowing businesses to capture leads from various channels. The system offers document sharing capabilities, multichannel messaging tools, and task management features to enhance productivity.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/90614936-a14a-401f-aadf-9a11067d764e.png","url":"https://www.capterra.co.nz/software/1076798/Leaf-CRM","@type":"ListItem"},{"name":"MyFastCRM","position":20,"description":"Cloud-based customer relationship management software that helps businesses manage client interactions, store detailed contact information, automate marketing efforts, track sales processes, and more. It includes customer support ticket management, data analysis reporting, and internal team collaboration through a centralized platform. Additional features include customer data management, survey questionnaires, sales funnels, personalized alerts, task assignment, performance monitoring, social media statistics integration, internal messaging, and newsletter distribution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2f3cdb9c-df87-421f-8b2d-deab8b48c1e6.jpeg","url":"https://www.capterra.co.nz/software/1076801/MyFastCRM","@type":"ListItem"},{"name":"happyCRM","position":21,"description":"happyCRM is a customer relationship management software that centralizes customer data in one location for quick information access, interaction tracking, and timely responses. The system features a structured interface focusing on core elements like customers, leads, orders, and sales team activities while providing data-driven analytics for decision making. \n\nThe software stores data securely on German servers following strict data protection regulations, ensuring information is encrypted and protected from unauthorized access. Additionally, happyCRM continuously evolves based on user feedback, allowing for personalized administration of users, rights, and CRM elements from a central location.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f7ba13f2-b872-499b-8490-4f67ffeff5d2.jpeg","url":"https://www.capterra.co.nz/software/1076836/happyCRM","@type":"ListItem"},{"name":"Squarebox","position":22,"description":"Squarebox is an AI-based CRM solution designed specifically for WhatsApp business communication. The system centralizes lead management by collecting prospects from multiple platforms including Facebook, Instagram, Google Ads, and spreadsheets into a single dashboard where they are automatically tagged and qualified through AI-driven conversations.\n\nSquarebox features broadcast messaging capabilities, triggers for automated workflows, and a shared inbox that streamlines team communication while tracking lead progress in real-time. The platform integrates with various third-party applications such as Notion, Slack, Google Drive, and OpenAI to enhance functionality. The system helps businesses manage customer interactions, automate follow-ups, send reminders, and handle initial queries through AI assistance, allowing teams to focus on converting qualified leads rather than manual administrative tasks.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/36bc9baf-bd4f-4584-893f-3f8b0bef6589.png","url":"https://www.capterra.co.nz/software/1076938/Squarebox","@type":"ListItem"},{"name":"Singletrack","position":23,"description":"Singletrack is a capital markets CRM and customer engagement platform for investment banks and research providers. It unifies research distribution, client engagement, and deal management in one system. Singletrack offers modules for sales and trading, research, event management, and banking operations, supported by analytics and automation. \n\nThe platform includes automated data capture, client interaction tracking, research distribution tools, and consumption pattern analysis. Singletrack integrates with financial services tools, such as MS Outlook and Bloomberg Chat to streamline workflows. It helps firms track client interactions, manage research distribution, align investors with corporate clients for access events, and organize deal origination. Singletrack centralizes client data to provide a strategic overview of business relationships while ensuring compliance with industry regulations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/92428614-4041-49fb-93da-dcf44614baf9.jpeg","url":"https://www.capterra.co.nz/software/1076979/Singletrack","@type":"ListItem"},{"name":"UXD CRM","position":24,"description":"Cloud-based customer relationship management (CRM) software designed for recruiters, distributors, real estate agents, HR, and call centers that offers lead management capabilities, custom workflow automation, role-based access controls, and integrated communication tools. UXD CRM offers real-time reporting dashboards, automated follow-up reminders, customizable fields, mobile accessibility, third-party integrations, and data import/export functionality. The tool enables businesses to track customer interactions, manage leads from various sources, and streamline communication processes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f9d16d06-170b-4512-ae94-ebb1c84cc8be.jpeg","url":"https://www.capterra.co.nz/software/1077024/UXD-CRM","@type":"ListItem"},{"name":"Breezy","position":25,"description":"Breezy is a smart phone system and virtual receptionist software that combines AI-powered call answering capabilities with SMS functionality, automated follow-ups, and contact management tools. The platform answers calls around the clock, qualifies leads, schedules appointments, and provides call summaries and transcripts. \n\nBreezy includes features for both inbound and outbound calls, text messaging, and automated contact organization. The system automatically organizes and summarizes interactions for easy reference, allowing users to manage all customer relationships in one place. The platform handles communication tasks while maintaining detailed records of all interactions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d049709e-5f54-4ff7-a5b1-0967862d3782.webp","url":"https://www.capterra.co.nz/software/1077061/Breezy","@type":"ListItem"}],"numberOfItems":25}
</script>
