Find and compare the best CRM software for Visual Planning in 2026
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Use the comparison tool below to compare the top CRM software for Visual Planning on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.
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Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.
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NetSuite
Oracle
58 RatingsOracle NetSuite is the #1 AI Cloud ERP, designed to bring together financials, operations, CRM, ecommerce, and analytics into one unified business management suite. Unlike traditional ERP systems, NetSuite leverages built-in AI that learns from your company’s data, providing intelligent recommendations and reducing reliance on guesswork. With over 42,000 organizations already using it, the platform supports companies of all sizes, from fast-growing startups to global enterprises. Its ERP and accounting modules simplify compliance, automate reporting, and accelerate month-end close processes. Meanwhile, its CRM and HCM solutions improve workforce engagement and customer relationships. NetSuite also delivers advanced capabilities in professional services automation, omnichannel commerce, and analytics, ensuring real-time decision-making. Because it is cloud-based, businesses gain scalability, cost efficiency, and a single source of truth across all operations. With consulting, education, and partner programs, Oracle NetSuite provides end-to-end support for digital transformation journeys. -
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Microsoft Outlook
Microsoft
47 RatingsMicrosoft Outlook, part of the Microsoft 365 suite, simplifies communication and organization by bringing your email, calendar, contacts, and tasks into a single, intelligent workspace. Designed for both personal and professional use, Outlook connects seamlessly with Gmail, iCloud, and other services for effortless management of multiple accounts. The integrated Copilot AI assistant streamlines your workflow by summarizing long email chains, prioritizing messages, and even suggesting polished replies. With shared calendars, to-do lists, and scheduling insights, Outlook makes managing work-life balance easier than ever. The platform’s cross-device syncing ensures that your inbox, meetings, and files stay updated on Windows, macOS, iOS, Android, and the web. Outlook’s built-in security protects against phishing, spam, and data breaches while offering encrypted email options for sensitive communication. Users can customize their experience with themes, rules, and add-ons, including apps like Power BI and Adobe Acrobat. Whether for individual productivity or enterprise collaboration, Outlook delivers a unified, secure, and intelligent communication hub. -
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Microsoft Dynamics 365
Microsoft
$190 per user per month 20 RatingsBoost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood. -
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Enhance customer loyalty and boost revenue with Sage's cloud-based CRM solutions. CRM, which stands for Customer Relationship Management, serves as a method for monitoring and managing interactions with potential clients, leads, and existing customers throughout every phase of a company's sales process. While ERP solutions allow you to concentrate on business operations, CRM tools are designed to prioritize customer engagement. By organizing and automating communication and activities across all customer-facing departments—such as sales, marketing, and customer support—CRM software empowers businesses to strengthen their customer relationships. Utilizing cloud-based CRM systems introduces a level of automation that helps organizations operate more smoothly and efficiently. Additionally, the centralization of customer interactions in one location allows your team to cultivate and maintain these relationships at every stage of the journey. Ultimately, implementing a robust CRM system can lead to sustained growth and improved customer satisfaction.
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CRM for SYSPRO
SYSPRO
Your service department must be responsive to customers' needs and provide transparency. CRM for SYSPRO was designed for distributors and manufacturers. It gives your teams the tools to provide better service and assistance at every stage of your customers' journey, from initial purchase to becoming advocates. CRM for SYSPRO was designed for distributors and manufacturers who rely on loyalty, operational efficiency, quality, and customer service. Our integrated solution pulls data from every customer interaction, SYSPRO and other connected systems to help you build a customer-centric company. Our unique solution includes all the features that you would expect from a CRM system, plus some tools specifically designed to support recalls of lotted or serialized products, manage warranty contracts, and facilitate remote and in-house maintenance. -
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Epicor CRM
Epicor Software
Enhance your customer-focused strategies while gaining valuable insights through our innovative CRM platform. Epicor CRM equips you with the necessary data and control to ensure a superior customer experience at every interaction. With Kinetic, the newly branded Epicor ERP, advanced collaboration features link employees, departments, and supply chain partners, enabling your organization to respond more swiftly and effectively. This powerful CRM solution helps accelerate supply chain operations, allowing you to stay competitive on a global scale. By improving coordination from raw materials to finished goods, you can effectively reduce costs and boost profitability. Furthermore, a data-driven approach to customer experience will ensure that your clients' expectations for accuracy, inventory management, product delivery, and service are consistently met. Additionally, our web-based solutions are tailored specifically for customer retention in the automotive service sector, ensuring sustained engagement and loyalty.
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