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Visual, board-based CRM that adapts to your sales process

Best for: Teams wanting a flexible, visual CRM tied to wider work management

monday Sales CRM builds a CRM on monday.com's flexible boards. Leads, deals and accounts live in customisable boards with automations, dashboards and email sync,…

• Customisation
• Email and calendar sync
• Email templates
• Forms

Sales CRM with built-in email marketing and quote tools for small teams

Best for: Small B2B sales teams that want a friendly CRM with sales automation and quotes

Sales CRM for small B2B teams with unlimited contacts and five plans from $13 per user per month billed annually.

• Email and calendar sync
• Email integration
• Forms
• Pipeline management

Ecommerce email and SMS automation for online stores

Best for: Online stores

Omnisend focuses on ecommerce email and SMS workflows, with prebuilt automations for welcome series, cart abandonment and post-purchase follow-up, plus forms, segmentation and reporting.…

• A/B testing
• Email and calendar sync
• Email templates
• Forms

Journeys and customer data in one platform

Best for: Teams wanting journeys and data together

Ortto combines visual journey building, campaign analytics and customer data, aimed at teams wanting both together. Confirm current package and contact-volume costs. Ortto brings…

• Contact management
• Customer journeys
• Email and calendar sync
• Forms

Long-running open-source ticketing system for self-hosted support

Best for: IT teams and organisations that want a free, self-hosted ticket system

osTicket is a widely used open-source support ticket system. It turns email, web forms and phone requests into tickets, applies routing and SLA plans,…

• Canned responses
• Forms
• Integrations
• Knowledge base

B2B lead nurturing and scoring tied to Salesforce records

Best for: Salesforce-centred B2B teams

Account Engagement (formerly Pardot) is Salesforce's B2B marketing automation. It scores and nurtures leads, aligns them with Salesforce CRM records and reports on pipeline…

• Account-based marketing
• Campaigns
• CRM integration
• Email and calendar sync

Lifecycle email and in-app messages for SaaS

Best for: SaaS lifecycle teams

Userlist focuses on SaaS lifecycle email with user and company data, workflows and in-app messages. Implementation and pricing depend on user volume. Userlist is…

• Contact management
• Email campaigns
• Email templates
• Forms