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  3. CRM (39)

CRM

All 583 apps CRM 39 apps Finance 64 apps Purchasing 6 apps Orders 9 apps Operations 137 apps CPQ 11 apps Human Resources 42 apps Services 14 apps IT Service 19 apps Transport 27 apps Maintenance 6 apps Quality 14 apps Production 14 apps Support 3 apps ERP 38 apps Inventory 15 apps Supply Chain 31 apps Projects 32 apps Governance 12 apps Workflows 15 apps Analytics 9 apps Legal 16 apps Retail & Commerce 10 apps
CRMLive

CRM

Help your sales team win new business and grow existing accounts.

  • Lead management
  • Customer accounts
  • Sales pipeline
  • Sales follow-ups
  • Deal stages
  • Lead scoring
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CRMLive

B2B CRM

Give your team a clear view of customer relationships and the next step in every deal, from first contact through renewal.

  • Multi-contact deals
  • Deal stages
  • Win probability
  • Territory rules
  • Renewal dates
  • Activity logging
Get started
CRMLive

Wealth Advisory CRM

Wealth advisory CRM software for household accounts, advisory opportunities, relationship reviews, activity evidence and operation reconciliation.

  • Household accounts
  • Organization scope
  • Advisory pipeline
  • Open weighted forecast
  • Relationship reviews
  • Independent review decisions
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CRMLive

CRM + Marketing Automation

CRM and marketing automation software for nurture programs, email approval, engagement scoring, list membership and lead suppression.

  • Nurture programs
  • Audience criteria
  • Email template approval
  • Program QA approval
  • Member execution history
  • Engagement capture
Get started
CRMLive

CRM for B2C

B2C CRM software for consumer relationships, opportunity pipelines, reviewed customer segments, activity evidence and operational follow-up.

  • Consumer accounts
  • Opportunity stages
  • Activity logging
  • Customer segments
  • Independent review
  • Evidence attachments
Get started
CRMLive

CRM with Ticketing

CRM with ticketing software for customer support records, assigned tickets, response evidence and reviewed account-support links.

  • Customer support records
  • Ticket routing
  • Assigned work queues
  • Response evidence
  • Pause and resume tracking
  • Account support linking
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CRMLive

CRM with Call Tracking

CRM software for opportunity pipelines, completed-call tracking, consent checks, independent review and customer outcome evidence.

  • Account eligibility
  • Opportunity ownership
  • Pipeline stages
  • Call session tracking
  • Consent checks
  • Independent review
Get started
CRMLive

Manufacturing CRM

Manufacturing CRM software for sales opportunities, drawing-revision feasibility reviews, customer activity and verified deal outcomes.

  • Account records
  • Opportunity pipeline
  • Engineering feasibility
  • Independent review
  • Relationship activities
  • Customer outcomes
Get started
CRMLive

Technology CRM

Technology CRM software for opportunity qualification, technical evaluations, relationship activity and independently reviewed sales outcomes.

  • Account eligibility
  • Opportunity pipeline
  • Qualification evidence
  • Relationship activities
  • Technical evaluations
  • Independent proposal review
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CRMLive

Logistics CRM

Logistics CRM for shipper accounts, owned opportunities, lane qualification, relationship activity and independent review.

  • Organization-scoped shipper accounts
  • Owned opportunity pipeline
  • Lane quote basis
  • Relationship activity history
  • Proposal review evidence
  • Customer outcome record
Get started
CRMLive

Hospitality CRM

Hospitality CRM for account relationships, opportunity pipeline, group stay inquiries and independent review.

  • Account eligibility
  • Opportunity qualification
  • Proposal review
  • Relationship activity
  • Group stay inquiry
  • Outcome verification
Get started
CRMLive

Recruitment CRM

Recruitment CRM for client accounts, hiring opportunities, mandates, relationship activity and review evidence.

  • Client account records
  • Recruitment pipeline
  • Assigned opportunity ownership
  • Hiring mandate review
  • Call and meeting history
  • Opportunity attachments
Get started
CRMLive

Healthcare CRM

Healthcare CRM software for relationship opportunities, nonclinical referral follow-ups, independent reviews and action evidence.

  • Organization accounts
  • Opportunity pipeline
  • Relationship activity
  • Referral follow-ups
  • Independent review
  • Evidence attachments
Get started
CRMLive

Legal Services CRM

Legal services CRM for engagement opportunities, conflict review, relationship activity and decision evidence.

  • Opportunity pipeline
  • Counterparty accounts
  • Conflict checks
  • Relationship activity
  • Revision-based review
  • Evidence attachments
Get started
CRMLive

CRM for Small Business

Small business CRM software for sales opportunities, customer activities, reviewed follow-up commitments and verified win or loss outcomes.

  • Account eligibility
  • Opportunity pipeline
  • Qualification evidence
  • Activity history
  • Proposal submission
  • Follow-up commitments
Get started
CRMLive

CRM for Real Estate

Real estate CRM software for buyer and seller accounts, property listings, viewing evidence, proposal review and verified opportunity outcomes.

  • Account eligibility
  • Property listings
  • Opportunity pipeline
  • Activity evidence
  • Viewing reservations
  • Property visit review
Get started
CRMLive

CRM for SaaS

SaaS CRM software for sales opportunities, subscription renewal reviews, recurring value analysis and independent customer outcome decisions.

  • Account management
  • Opportunity qualification
  • Proposal review
  • Customer outcome review
  • Relationship activity logging
  • Evidence attachments
Get started
CRMLive

CRM for Automotive Dealers

Automotive dealer CRM for customer opportunities, test-drive requests, relationship activities, independent reviews and operating evidence.

  • Dealership account records
  • Assigned opportunity pipeline
  • Qualification evidence
  • Relationship activity tracking
  • Proposal review
  • Customer outcome review
Get started
CRMLive

CRM for Pharma Reps

CRM for pharma representatives managing healthcare accounts, opportunities, practitioner visits, samples and review decisions.

  • Healthcare account records
  • Contact relationships
  • Opportunity qualification
  • Opportunity line items
  • Visit and sample records
  • Visit review decisions
Get started
CRMLive

CRM for E-commerce

E-commerce CRM software for customer segments, sales opportunities, product proposals and reviewed retention follow-ups with order references.

  • Customer segmentation
  • Contact records
  • Opportunity pipeline
  • Product line detail
  • Qualification tracking
  • Proposal activity logging
Get started
CRMLive

CRM + E-commerce for D2C

D2C CRM software for customer accounts, product interests, sales opportunities and retention follow-ups.

  • Customer accounts
  • Contact directory
  • Opportunity pipeline
  • Product interests
  • Proposal submission
  • Sales activities
Get started
CRMLive

E-commerce + CRM + Analytics + Support

CRM for e-commerce sales opportunities, account contacts, proposal activity, deal outcomes and reviewed retention follow-ups.

  • Account records
  • Contact records
  • Product catalog
  • Opportunity pipeline
  • Opportunity lines
  • Relationship activities
Get started
CRMLive

CRM for Travel Agency

Travel agency CRM for client accounts, trip opportunities, travel proposals, follow-ups and independent review.

  • Client account records
  • Contact tracking
  • Opportunity pipeline
  • Travel package catalog
  • Opportunity line pricing
  • Relationship follow-ups
Get started
CRMLive

CRM for Law Firms

Law-firm CRM for client accounts, opportunity follow-up, matter intake review and engagement evidence.

  • Client account records
  • Opportunity pipeline
  • Assigned relationship ownership
  • Relationship activity log
  • Matter intake requests
  • Independent review decisions
Get started
CRMLive

CRM for Architecture Firms

Architecture firm CRM software for client accounts, fee pursuits, design RFPs, follow-ups and independent review.

  • Client accounts
  • Opportunity pipeline
  • Design RFP tracking
  • Qualification control
  • Customer outcomes
  • Relationship activities
Get started
CRMLive

PM + CRM for Consulting

Consulting engagement software for client records, scope proposals, service time, independent review and acceptance evidence.

  • Client organization records
  • Engagement ownership
  • Scope proposal revisions
  • Service entry tracking
  • Approved hours and rates
  • Independent review decisions
Get started
CRMLive

CRM for Schools/Tutoring

CRM for schools and tutoring teams to manage accounts, opportunities, follow-ups, session review and operating evidence.

  • School and family accounts
  • Contact records
  • Opportunity stages
  • Proposal lines
  • Follow-up activities
  • Tutoring session records
Get started
CRMLive

CRM for Nonprofits

Nonprofit CRM software for constituent relationships, funding opportunities, donor pledges, follow-ups and review evidence.

  • Constituent records
  • Contact context
  • Funding pipeline
  • Funding case lines
  • Donor pledges
  • Pledge review
Get started
CRMLive

Donor Management System

Funding case and donation receipt software for reviewing requests, recording fund events, retaining evidence and tracking decisions.

  • Funding case intake
  • Program assignment
  • Case review
  • Award recording
  • Fund event history
  • Donation receipt review
Get started
CRMLive

NGO + Donor + Project Mgmt

Nonprofit funding software for donor cases, confirmed receipts, restricted allocations and program evidence.

  • Funding cases
  • Program records
  • Confirmed funds
  • Restricted allocations
  • Review decisions
  • Evidence attachments
Get started
CRMLive

Insurance Agent Portal

Insurance agency portal for opportunities, account follow-up, commission statements, and review evidence.

  • Account records
  • Opportunity pipeline
  • Owner assignments
  • Activity follow-up
  • Commission statements
  • Statement review
Get started
CRMLive

Event + Ticketing + CRM + Analytics

Event operations software for scheduling, admission capacity, ticket scans, reviews and payment evidence.

  • Event scheduling
  • Venue records
  • Admission reservations
  • Ticket scan review
  • Capacity checks
  • Independent review
Get started
CRMLive

Fundraising Campaign Manager

Funding case software for nonprofit requests, independent award review, confirmed funds, disbursements and matching gift claims.

  • Funding case pipeline
  • Program eligibility
  • Independent award review
  • Evidence attachments
  • Pledges and confirmed receipts
  • Restricted fund allocation
Get started
CRMLive

Fundraising Gala Management

Fundraising gala software for event capacity, admissions, pledges, venue review and accountable closeout.

  • Event planning
  • Venue eligibility
  • Capacity tracking
  • Admission records
  • Pledge review
  • Event approval
Get started
CRMLive

Property Listing Portal

Property listing management software for opportunities, owner authorization, independent review and publication records.

  • Opportunity pipeline
  • Property listing records
  • Owner evidence attachments
  • Independent listing review
  • Relationship activities
  • Account records
Get started
CRMLive

Real Estate + CRM + Accounting

Property operations software for reviewed instructions, provider execution evidence and property statement reconciliation.

  • Instruction preparation
  • Counterparty eligibility
  • Independent review
  • Provider submission
  • Execution evidence
  • Property statements
Get started
CRMLive

Sales Forecasting

Sales forecasting software for rep submissions, manager review, hierarchy rollups, slippage, AI forecast calls and what-if scenarios.

  • Forecast calendars
  • Quota targets
  • Pipeline categorization
  • Category history
  • Rep forecast submissions
  • Manager review
Get started
CRMLive

Salon + Booking + CRM + Inventory

Salon booking software for customer appointments, resource holds, consent and deposit evidence, and reviewed service and product use.

  • Appointment scheduling
  • Customer booking context
  • Resource interval holds
  • Setup and cleanup planning
  • Consent evidence review
  • Deposit evidence review
Get started
CRMLive

Social Media Management

Social media management software for content planning, approval chains, channel outcomes, community conversations and post reporting.

  • Post planning
  • Reusable content
  • Hashtag groups
  • Approval chains
  • Channel target tracking
  • Campaign coordination
Get started

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