Why choosing a CRM drains your time and budget

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You face hundreds of CRM platforms. You face different features, pricing rules, integrations and hidden limits. You waste time comparing products that look the same. You risk a wrong choice that slows your business. 

  1. THE REAL PROBLEM 

A CRM choice looks simple. It is not. 

You deal with 

More than 150 well known CRM platforms. Listed below by industry as aat the time of writing this Thousands of niche CRMs across industries like real estate, legal, construction and healthcare. Constant product changes and new tools each year. 

Confusing price models that shift as your team grows. 

Data, compliance, and integration issues you cannot see until you use the system. 

  1. WHAT YOU MUST REVIEW 

Your final CRM must fit your entire workflow. You must check 

  1. Pipeline and task features 
  2. Email, SMS and automation limits 
  3. API access and integration rules 
  4. Data storage location 
  5. Mobile use 
  6. User roles and permissions 
  7. Industry templates and form fields 
  8. Reporting depth 
  9. Total operating cost after add ons 

III. WHY THIS IS HARD 

You lose days in research 

You test tools that do not fit your business. 

You deal with sales reps who show features, not outcomes. 

You build trials with no clear path. 

You risk buying a tool that fails once growth starts. 

You have to get everyone to use it. 

These all still require configuration prior to release. 

You actually don’t really understand what everyone does during their day and why. 

You haven’t mapped your clients journey or sought constructive feedback. 

You haven’t considered marketing, remarketing, targeting retargeting and client lifecycle stages. You haven’t figured out what best practice is because “This is the way it has always been done.”

  1. Why you need an expert 

An expert studies the full CRM market across industries. 

They conduct tests and deploy systems for Australian small businesses all the time and know how. They guide you through a clear process that cuts your workload. 

They conduct User Acceptance Testing (UAT) with you and can relay pain points to developers in their technical talk. 

They get paid on performance and want to keep you as a retained client for as long as they can. You are not a number or just a paycheck. They have a genuine talent for this. 

  1. What you get 
  2. A shortlist of the best CRMs for you. 
  3. Guidance in choosing. 
  4. Automation and configuration tailored for your business. 
  5. A recommended tech stack that works with your current systems 
  6. A fast setup path that avoids trial and error 
  7. A project manager to that focuses solely on this. 
  8. Advice backed by real implementations, not theory 
  9. What’s in it for you? 

You save time. 

You reduce cost. 

You remove risk. 

You gain a system that fits how you work. 

You keep your team focused on sales, service and delivery. 

Choosing a CRM alone is slow and risky. Working with MyOps gives you confidence and a system that drives your growth. 

Below is a small list that may assist you with choosing a CRM.

HORIZONTAL SAAS CRM PLATFORMS Used across many industries 

  1. Salesforce 
  2. HubSpot CRM 
  3. Microsoft Dynamics 365 Sales 
  4. Zoho CRM 
  5. Pipedrive 
  6. Freshsales 
  7. Monday Sales CRM 
  8. SugarCRM 
  9. Copper 
  10. Insightly 
  11. Zendesk Sell 
  12. Keap 
  13. Close 
  14. Nutshell 
  15. Creatio CRM 
  16. Odoo CRM 
  17. Apptivo 
  18. Bitrix24 
  19. Capsule CRM 
  20. Salesmate 
  21. Agile CRM 
  22. BenchmarkONE 
  23. EngageBay 
  24. Salesflare 
  25. NetHunt CRM 
  26. Kylas 
  27. Bigin by Zoho 
  28. Less Annoying CRM 
  29. ActiveCampaign CRM 
  30. Oracle CX Sales 

INDUSTRY SPECIFIC SAAS CRMS BY VERTICAL Real estate sales and property management 

  1. Follow Up Boss 
  2. Propertybase 
  3. Wise Agent 
  4. LionDesk 
  5. Top Producer 
  6. BoomTown 
  7. RealtyJuggler 
  8. IXACT Contact 
  9. Real Geeks
  10. Chime 
  11. kvCORE 
  12. Market Leader 
  13. AroSoftware 
  14. Eagle CRM 
  15. LockedOn 
  16. Agentbox 
  17. VaultRE 
  18. Rex CRM 
  19. InspectRealEstate (IRE) 
  20. Complete Data 
  21. PropertySuite 
  22. ReNet 
  23. Box+Dice 
  24. Salesmate with real estate templates 25. AscendixRE (on Salesforce) 

Mortgage, lending and finance brokers 

  1. Salesforce Financial Services Cloud 2.  Jungo (mortgage CRM on Salesforce) 3.  Velocify (now ICE Mortgage Tech) 4.  Whiteboard CRM 
  2. Surefire CRM (Top of Mind) 
  3. BNTouch Mortgage CRM 
  4. MLO Shift 
  5. Shape Software 
  6. Jungo’s Loan Officer CRM 
  7. CINC for LOs 
  8. Finmo CRM features 
  9. Salestrekker / Effi style broker CRMs in AU 13. Mercury CRM (Aussie broker stack) 

Wealth management and financial advice 

  1. Redtail CRM 
  2. Wealthbox 
  3. Junxure 
  4. Practifi 
  5. AdvisorEngine CRM 
  6. Tamarac CRM 
  7. SmartOffice 
  8. Salesforce FSC with advice templates 9.  Xplan with CRM style features 
  9. Skience on Salesforce 
  10. Insurance brokers and agencies 
  11. Applied Epic CRM features
  12. Vertafore AMS360 with CRM layer 
  13. QQCatalyst 
  14. AgencyBloc 
  15. NowCerts 
  16. Insly 
  17. Jenesis 
  18. Better Agency 
  19. BindHQ 
  20. Salesforce FSC for insurance 

Accounting and bookkeeping firms 

  1. Karbon 
  2. Jetpack Workflow 
  3. Canopy 
  4. TaxDome 
  5. Senta 
  6. Pixie 
  7. AccountancyManager 
  8. Client Hub 
  9. Salesforce with accounting templates 10. Xero Practice Manager with CRM like functions 

Legal 

Legal CRM and legal practice tools . 

  1. Clio Grow 
  2. Clio Manage (includes CRM style intake) 3.  Lawmatics 
  3. PracticePanther 
  4. MyCase 
  5. Actionstep 
  6. Litify 
  7. Filevine 
  8. Lead Docket 
  9. CosmoLex 
  10. Rocket Matter 
  11. Smokeball 
  12. LEAP 
  13. TrialWorks 
  14. Zola Suite 
  15. MerusCase 
  16. Centerbase 
  17. Insightly with legal templates 
  18. HubSpot with legal pipelines 

Healthcare, allied health and clinics

  1. Salesforce Health Cloud 
  2. Healthcare Creatio 
  3. Leadsquared Healthcare 
  4. NexHealth 
  5. Solutionreach 
  6. Weave 
  7. OhMD 
  8. Luma Health 
  9. Influx MD 
  10. Keona Health 
  11. SimplePractice with CRM features 12. Cliniko with basic CRM 
  12. Power Diary 
  13. Epic Cheers CRM 
  14. Microsoft Dynamics 365 for Healthcare Non profits, charities and associations 
  15. Salesforce Nonprofit Cloud / NPSP 2.  Blackbaud CRM 
  16. Blackbaud Raiser’s Edge NXT 
  17. Bloomerang 
  18. DonorPerfect 
  19. Neon CRM 
  20. Kindful 
  21. EveryAction / Bonterra 
  22. Virtuous CRM 
  23. NationBuilder 
  24. Givebutter CRM features 
  25. Funraise 
  26. iMIS EMS and Non-profit CRM  14. Education, training, RTOs, and higher ed 15. Salesforce Education Cloud 
  27. Slate 
  28. Element451 
  29. Ellucian CRM Recruit 
  30. Ellucian CRM Advise 
  31. HubSpot Education solutions 
  32. CampusNexus 
  33. Blackbaud education offerings 23. Wisenet (RTO) 
  34. aXcelerate (RTO) 
  35. Volaby 

Construction, builders and trades 1.  Buildertrend

  1. CoConstruct 
  2. Procore CRM features 
  3. JobNimbus 
  4. Jobber 
  5. ServiceTitan 
  6. simPRO 
  7. Fergus 
  8. Buildxact 
  9. Knowify 
  10. AccuLynx 

Contractor Foreman 

  1. Pipedrive with construction templates 2.  Houzz Pro CRM features 
  2. FieldPulse 
  3. Field service, home services, and maintenance 5.  ServiceTitan 
  4. Housecall Pro 
  5. Jobber 
  6. ServiceM8 
  7. Tradify 
  8. simPRO 
  9. Fergus 
  10. FieldEdge 
  11. ServiceFusion 
  12. WorkWave Service 

Retail, ecommerce and consumer brands 

  1. Salesforce Commerce Cloud plus CRM 2.  HubSpot CRM with ecommerce integrations 3.  Zoho CRM for Retail 
  2. Klaviyo with CRM style features 
  3. Omnisend 
  4. ActiveCampaign 
  5. Drip 
  6. Mailchimp with light CRM 
  7. Vend / Lightspeed with CRM elements 10. LoyaltyLion 
  8. Shopify plus CRM style apps 
  9. Hospitality, accommodation, and travel 13. Guesty 
  10. Cloudbeds 
  11. Little Hotelier 
  12. Hotelogix 
  13. Revinate CRM
  14. Salesforce for Hospitality 
  15. Mews with CRM functions 
  16. Apaleo with CRM apps 
  17. ResDiary CRM functions 
  18. SevenRooms 

Automotive dealers and service 

  1. VinSolutions 
  2. DealerSocket 
  3. Dealertrack CRM 
  4. CDK Global CRM 
  5. Reynolds Contact Management 
  6. Elead CRM 
  7. AutoRaptor 
  8. Dominion CRM 
  9. DealersLink CRM 
  10. EasyCars with CRM features 

Manufacturing, distribution and industrial 

  1. Salesforce with Manufacturing Cloud 2.  Microsoft Dynamics 365 Sales with Supply Chain 3.  SAP Sales Cloud 
  2. Oracle CX Sales 
  3. Infor CRM 
  4. Creatio for Manufacturing 
  5. Epicor CRM 
  6. NetSuite CRM 
  7. Zoho CRM with manufacturing add ons 10. Pipedrive with distributor templates 

Agencies, marketing and creative services 

  1. HubSpot CRM 
  2. Pipedrive 
  3. Copper 
  4. Keap 
  5. AgencyBloc for insurance agencies 
  6. Accelo 
  7. Scoro 
  8. Teamwork CRM 
  9. HighLevel (Go High Level) 
  10. SharpSpring 

SaaS, IT services and subscription products 1.  Salesforce

  1. HubSpot 
  2. Pipedrive 
  3. Close 
  4. Copper 
  5. Zoho CRM 
  6. ClientSuccess 
  7. Gainsight 
  8. Vitally 
  9. Totango 
  10. Planhat 
  11. Catalyst 

Property management, strata and rentals 

  1. PropertyMe 
  2. Property Tree 
  3. Console Cloud 
  4. Re-Leased 
  5. PropertyBoss 
  6. AppFolio 
  7. Buildium 
  8. Rent Manager 
  9. Yardi Breeze 
  10. MRI Residential 
  11. Fitness, gyms, and wellness 
  12. Mindbody 
  13. Zen Planner 
  14. Glofox 
  15. Mariana Tek 
  16. Wodify 
  17. ClubReady 
  18. GymMaster 
  19. Virtuagym 

Recruitment, staffing and HR agencies 

  1. Bullhorn 
  2. Vincere 
  3. JobAdder 
  4. TrackerRMS 
  5. Crelate 
  6. Loxo 
  7. PCRecruiter 
  8. Recruit CRM 
  9. Zoho Recruit 
  10. Workable with CRM features 

Memberships, associations and clubs

  1. iMIS 
  2. Wild Apricot 
  3. MemberSuite 
  4. YourMembership 
  5. ClubExpress 
  6. Raklet 
  7. Hivebrite 
  8. MemberClicks 

Public sector, local government and utilities 

  1. Salesforce Public Sector Solutions 2.  Microsoft Dynamics 365 for Government 3.  CivicPlus CRM features 
  2. Granicus 
  3. Oracle Service for Government 6.  OpenCities with CRM elements 

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