CRM Software
CRM platforms for sales pipeline and customer data
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Financial Cloud
Financial Cloud provides a customer relationship management platform built specifically for financial services businesses in sectors including lending, BNPL, fintech, collections, legal and insurance. Its configurable CRM unifies customer data into a single shared view, with supporting products covering a self-service customer portal, secure 24x7 IVR payments, clickable payment links and high-volume personalised communications. The Glasgow-based company offers onboarding, migration and support services.
Firefish
Firefish is recruitment CRM software for growing agencies that want to manage permanent, temporary and contract recruitment in one connected platform. It helps agencies turn data into revenue by connecting candidates, clients, jobs, workflows, marketing, AI and analytics, enabling recruiters to spend less time on admin and more time making placements.
FlowsEasy
FlowsEasy is a Zoho partner and software consultant that combines off-the-shelf Zoho systems with bespoke application development. The company works across sales, marketing, financial accounting, operations, people and support functions, building on Zoho's Blueprint tools for process automation. Services include installation and integration of Zoho products, Zoho development, and support and training, delivered for a fixed monthly subscription price. FlowsEasy manages system settings, automations and data on behalf of clients, aiming to combine software and support in one subscription so customers avoid separate software and consulting costs.
Focus on Business
Focus on Business provides cloud-based customer relationship management and recruitment software, established in 1990. The company has more than 30 years of experience as a CRM specialist and 20 years as a Microsoft Dynamics partner, working with organisations across the public, private and vocational training sectors. Its products include FERMS CRM for further education organisations, JustApply for apprenticeship recruitment, CentreForms for online form building, ClickDimensions for sales and marketing, and a Live Chat platform. The company supports the full student and apprentice lifecycle, from prospecting through to applicant tracking.
Full Fabric
Full Fabric provides a modular CRM, admissions and student information system for higher education institutions, deployed natively on Microsoft and Salesforce infrastructure. The platform covers relationship management and lead nurturing, online payments through Flywire, Stripe and PayPal, admissions evaluation and decisioning, and student information management including course scheduling, grades and transcripts, with UK HESA reporting built in. It connects to existing systems including Canvas, Blackboard, HubSpot, Salesforce and Microsoft Dynamics, and has been recognised as a Representative Vendor in a Gartner Market Guide for higher education admissions platforms.
Fusion5
Fusion5 provides ERP, CRM and cloud services across Microsoft Dynamics 365, NetSuite, AWS and Azure. Its practice areas cover ERP implementation, including Dynamics 365 Business Central, Finance and Operations, JD Edwards and NetSuite, and CRM through Dynamics 365 Sales, Customer Service, Field Service and Customer Insights. It also runs HR and payroll systems, planning and analytics with Workday Adaptive Planning, and cloud advisory, migration and engineering, alongside managed cloud, help desk, infrastructure and security services.
Gecko
Gecko provides a CRM built for student engagement in higher education, bringing student conversations, data and touchpoints from email, text, chat and calls into a single shared inbox. The platform automates routine enquiries, follow-ups and admin tasks to reduce reliance on spreadsheets, and can sync student data with an institution's existing CRM. Gecko reports more than 170 institutions worldwide using the platform to support millions of student interactions each year, drawing on more than 14 years of experience focused on student engagement and recruitment teams.
Gentrack
Gentrack provides a billing, CRM and customer engagement platform for energy and water utilities. Its g2 platform combines Salesforce CRM with Gentrack's meter-to-cash billing system on a composable architecture running natively on AWS, benchmarked to 15 million meter points. Modules cover customer engagement, billing and finance, business and data applications, distributed energy resource management, an integration layer and debt management. Gentrack serves energy suppliers, water distribution and supply companies, and energy networks, and describes more than 30 years of experience working with utilities.
IceBubble Ltd
IceBubble Ltd is a Doncaster-based software company founded in 2014 by Paul Galer, building bespoke software and its own CRM platform for UK small businesses. IceBubble CRM combines sales pipeline, job management, helpdesk, invoicing and email marketing in one system. The company also offers app development, bespoke web applications, systems integrations and AI readiness services. Past clients include the British Board of Film Classification and NCI Resources.
Inner Core Solutions Ltd
Inner Core Solutions is a Uxbridge-based consultancy working exclusively with Zoho, specialising in Zoho CRM for established UK service firms. As Authorised Zoho Partners and Zoho Creator Certified Developers, they offer a CRM Sales Health Check, an Inbound Lead Management Programme, a Predictable Revenue Pipeline build, bespoke business process automation projects and a Zoho advisory retainer.
Insight Data Ltd
Insight Data provides B2B marketing databases, CRM software and lead generation services for the glazing, fenestration and construction sectors. Its databases cover over 50,000 companies including fabricators, installers, builders' merchants and contractors, with verified decision-maker contact details. The company also offers Salestracker CRM, STEM email marketing, direct marketing campaigns and market research reports, supporting suppliers of building products in targeting new customers.
Intreface
Intreface is a York-based Bitrix24 Gold Partner with over 15 years of experience implementing and supporting Bitrix24 for more than 1,000 clients across the UK, US and Europe. The company configures Bitrix24 CRM, project and task management, and built-in document signing, and provides accredited support and training through annual support contracts covering ticket, email, phone and chat assistance.
KindLink
Free nonprofit CRM and fundraising platform trusted by 4,000+ charities globally, with Gift Aid automation and GDPR-compliant donor management.
Kloudrac
Kloudrac provides CRM, ERP and HRMS software alongside data analytics and AI services and cybersecurity software. Its custom development and staff augmentation services support software builds and additional technical resourcing, and its cloud strategy practice covers data migration and workflow improvement. ERP services cover finance, supply chain and human resources integration, and HRMS covers recruitment, onboarding, performance management and payroll.
KulaHub
KulaHub is a Harrogate-based provider of an easy-to-use sales, marketing and CRM platform. It combines website visitor tracking to identify prospects, integrated CRM with email marketing for engaging leads, real-time reporting dashboards covering sales and marketing activity, and integrations with popular business apps. Aimed at businesses wanting to discover opportunities, engage customers and improve processes from one platform.
Maximizer Software Ltd
Maximizer Software develops Maximizer CRM, a customisable customer relationship management platform for financial services firms and sales teams. The system offers AI-powered insights through its IQ Boost feature, pipeline management, lead management, reporting and analytics, workflow automation and mobile access. It is available as a Financial Services Edition, an on-premise deployment and a Microsoft 365-integrated version, with an app marketplace for integrations.
Naviga
Naviga provides publishing, advertising and audience software to media and publishing companies. The Publishing platform covers content authoring, management tools, AI automation, print production and developer tools. The Advertising system manages order management, ad building automation, production workflow and cross-channel campaign execution, handling impression-based digital ads, classified advertising and traditional display ads. The Audience product covers reader engagement, subscription management and distribution and billing. Newsquest Media Group uses Naviga as its CRM system for advertising sales processes.
Pangaea Consulting Ltd
Pangaea Consulting, founded in 2000 and based in Gloucester, helps organisations, particularly in the not-for-profit sector, consolidate disparate data sources such as membership systems, contact lists and spreadsheets into centralised databases. They deliver business systems covering CRM, membership, subscriptions, events, publications, order processing and campaigns, using software including Aptify, shaped through a consultative partnership methodology, with ongoing support from their own team.
Payaca
Payaca provides a CRM and job management platform built for UK installers of solar panels, heat pumps, battery storage and EV chargers. The software combines quoting, scheduling, invoicing, payments and compliance workflows, including MCS handover packs and DNO applications such as G99 approvals. Aimed at clean tech businesses moving beyond spreadsheets or generic CRMs, it also offers an AI assistant for quote follow-ups.
Really Simple Systems
Cloud CRM designed for UK small and mid-size B2B businesses with sales, marketing, and support modules and GDPR compliance.
Redd Technology
Redd Technology implements and supports Microsoft Dynamics 365 across Finance, Operations, Marketing, Sales and Field Service, alongside Power BI and Office 365. Services include consultancy and quality assurance, ERP, CRM and payroll automation, cloud solutions development, web portal and app design, and artificial intelligence and business intelligence work covering data analytics, data integration and machine learning. The company offers a free digital transformation assessment producing a report on how Dynamics 365 can optimise a client's processes, plus round-the-clock physical and call support.
Rex Software UK
Estate agent CRM, marketing and website platform for sales, rentals and property management.
SARU Tech
Software development, business services and CRM company based in Paisley, Scotland.
Silverbear
Microsoft Dynamics-based CRM and membership management system for charities and membership organisations.
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