Skip to content
Softoteca
B2B category

CRM

Customer relationship management software, with sales funnel, contact and deal registration, tasks and sales reports.

Machine translation from Portuguese. The original data in Portuguese is the source. View the original in Portuguese

28 software products28 with fact sheet

Updated on

Prefer Brazilian or international companies that provide human support in Brazilian Portuguese, as this makes implementation and day-to-day support of the product easier.

Software in this category

In alphabetical order. No software pays to appear or to change position.

Agendor

Agendor

Agendor is a CRM for organizing B2B sales funnels and tracking sales through closing. Available for iOS and Android, it offers an API, integrations with WhatsApp, Google Calendar, Pluga, Zapier and Make, and support in Portuguese.

With fact sheetBrazilBrazilian companyUpdated on

Attio

Attio

Attio is a CRM focused on pipeline building and lead conversion. It serves startups and is available for iOS and Android. It offers API and single sign-on (SSO).

With fact sheetUpdated on

Bigin

Zoho

Bigin is a CRM for macOS, iOS and Android, aimed at agencies, clinics and e-commerce. It offers an API, single sign-on (SSO), integrations with Zoho Books, Zoho CRM, Zoho Desk, Zoho Campaigns and Zoho Meeting, and ISO 27001 and SOC 2 compliance.

With fact sheetUpdated on

Capsule CRM

Capsule

Capsule CRM is a CRM software for professional services. It offers API, single sign-on (SSO) and integrations with Zapier, Slack, Google, Microsoft and QuickBooks. It has ISO 27001 compliance.

With fact sheetUnited KingdomInternationalUpdated on

Close

Close

Close is a sales CRM with calls, email and SMS and an AI agent called Chloe. Available for iOS and Android, it serves coaching, B2B SaaS and financial services, offers an API, integrations with ChatGPT, Gmail, HubSpot, Customer.io and Microsoft, and has SOC 2 compliance.

With fact sheetUnited StatesInternationalUpdated on

CRM

Odoo

CRM is an integrated suite of business apps aimed at retail, accessible via web and with an interface in Portuguese. It offers API and email support in Portuguese, with no long-term contracts.

With fact sheetBelgiumInternationalUpdated on

CRM

Olist

CRM is a software in the CRM category that solves CRM subject queries. It has login and password access, is closed source, copying or reverse engineering is prohibited, and provides an API.

With fact sheetBrazilBrazilian companyUpdated on

Dynamics 365 Sales

Microsoft

Dynamics 365 Sales is a CRM that offers sales force automation, sales forecasting, and sales reports and dashboards. It has the Power Platform Customer Data Protection System, predefined security roles, encryption and integration with Microsoft Power BI.

With fact sheetBrazilBrazilian companyUpdated on

EngageBay CRM

EngageBay

EngageBay CRM is a CRM software for e-mail marketing. It operates on the Web platform and serves e-commerce, health and fitness, and digital media. It offers API, single sign-on (SSO), and integrations with Zapier, Shopify, SendGrid, Mailgun, and Amazon SES.

With fact sheetUnited StatesInternationalUpdated on

EspoCRM

EspoCRM

EspoCRM is a CRM software for Windows. It has an API available and integration with Stripe.

With fact sheetUnited StatesInternationalUpdated on

folk

folk

folk is a CRM for agencies and startups, available for iOS and Android. It offers an API and integrations with Gmail, LinkedIn, Google contacts, ChatGPT and Claude, and has SOC 2 compliance.

With fact sheetUnited StatesInternationalUpdated on

Free HubSpot CRM

HubSpot

Free HubSpot CRM is a CRM software for ticket handling, aimed at large companies. It works on the Web platform, offers single sign-on (SSO), integrations with Gmail, Google Calendar, Outlook, Zoom and Microsoft Teams, and SOC 2 compliance.

With fact sheetUpdated on

Insightly CRM

Insightly

Insightly CRM is a CRM software with marketing automation, aimed at agencies. It has an API available, MS 365 integration and SOC 2 compliance.

With fact sheetUnited StatesInternationalUpdated on

Kapture CX

Kapture

Kapture CX is a web-based CRM aimed at large enterprises in the digital native and energy and utilities segments. It has an API and integrations with Zoho, Jira, Facebook, Instagram, and WhatsApp, and ISO 27001 and SOC 2 compliance.

With fact sheetIndiaInternationalUpdated on

Keap

Keap

Keap é um software de e-mail marketing e automação de marketing. Atende agências de marketing e startups, oferece API e integração com Zapier. (in Portuguese)

With fact sheetUpdated on

Kylas

Kylas Technologies Pvt. Ltd.

Kylas is a CRM for the digital marketing segment, available for iOS and Android. It offers an API and integrations with Gmail, Outlook, Mailchimp, SendGrid and Zapier, and has ISO 27001 compliance.

With fact sheetUpdated on

Less Annoying CRM

Less Annoying CRM

Less Annoying CRM is a CRM software available on the web platform. It offers an API and integrations with Zapier, Mailchimp, Google Calendar, Google Contacts and QuickBooks Sync.

With fact sheetUpdated on

Moskit agora é Ollow

Ollow

Moskit agora é Ollow is a CRM with sales funnel and sales via WhatsApp. Available on the Web platform, it offers an API, uses HTTPS, end-to-end encryption and firewalls, and is in compliance with the LGPD.

With fact sheetSwitzerlandInternationalUpdated on

Nutshell

Nutshell

Nutshell is a CRM for the digital marketing segment, available for iOS and Android. It offers API, single sign-on (SSO), integrations with Gmail, Google Calendar, Microsoft 365, Microsoft Exchange Calendar and Calendly, and SOC 2 and LGPD compliance.

With fact sheetUnited StatesInternationalUpdated on

Omie ERP

Omie

Omie ERP is an NF-e issuance and fiscal management system aimed at small and medium-sized companies in the retail, services, industry, technology, e-commerce and restaurant segments.

With fact sheetBrazilBrazilian companyUpdated on

OnePageCRM

OnePageCRM

OnePageCRM is a CRM focused on follow-up and reminder management, with apps for iOS and Android. It serves startups and lead management, offers an API, integrations with Dropbox, ChatGPT, Claude, Docusign and Shopify, and has SOC 2 compliance.

With fact sheetUpdated on

Pipedrive Campaigns

Pipedrive

Pipedrive Campaigns is an email marketing and marketing automation software for creating and sending campaigns. It runs on the web, has an interface in Portuguese, API, SSO, integrations with Gmail, Outlook, QuickBooks, Stripe and Asana, and SOC 2 compliance.

With fact sheetUnited StatesInternationalUpdated on

Pipefy

Pipefy

Pipefy is a CRM software focused on lead qualification. It has a Portuguese interface, API, single sign-on (SSO) and integrations with Zapier, Slack, GitHub, BitBucket and Google Hangouts.

With fact sheetUpdated on

Salesflare

Salesflare

Salesflare is a CRM for agencies and startups, available for iOS and Android, with integrations with LinkedIn, Gmail, Outlook, Google Workspace and Microsoft 365.

With fact sheetBelgiumInternationalUpdated on

Salesmate

Salesmate

Salesmate is a CRM for the finance segment, available for iOS and Android. It offers an API and integrations with Google, Microsoft, Slack, QuickBooks Online and Microsoft Teams, with ISO 27001 and SOC 2 compliance.

With fact sheetUnited StatesInternationalUpdated on

Teamgate

Teamgate

Teamgate is a CRM available for iOS and Android. It offers an API and integrations with Cal.com, Slack, Gmail, Microsoft 365 and WordPress. It has ISO 27001 and SOC 2 compliance.

With fact sheetUnited StatesInternationalUpdated on

Vtiger CRM

Vtiger

Vtiger CRM is a CRM software focused on marketing automation. It serves large companies in the business services segment, with versions for iOS and Android, an available API and integrations with Mailchimp, Microsoft Outlook, Google, QuickBooks and Xero. It has ISO 27001 compliance.

With fact sheetUpdated on

Zendesk Sell

Zendesk

Zendesk Sell is a CRM for contact and opportunity management and lead generation and tracking. It serves small and medium-sized businesses, with apps for iOS and Android, API available, and ISO 27001 and SOC 2 compliance.

With fact sheetUnited StatesInternationalUpdated on