Find 16 Best CRM Software with Calendar Management in August 2026

What is Creatio CRM?

Creatio is an AI-native, no-code CRM and workflow automation platform designed to help organizations manage customer relationships and business processes on a single unified system. It brings together sales, marketing, customer service, and operational workflows with flexible process design ...

What is Salesflare?

Salesflare is a CRM software designed for small businesses that helps your sales team track their activities, manage their leads, and increase their sales through email marketing. It comes with a number of interesting features such as activity stream (realtime activity tracking), lead scoring, ...

What is HubSpot CRM?

HubSpot CRM is our all-in-one sales, marketing, and customer communication software. Built from the ground up with a modern design inspired by our top-rated marketing and sales tools, HubSpot CRM provides everything you need to work with your leads, create powerful campaigns, convert quality ...

What is Capsule?

Capsule is the leading Customer Relationship management tool for small and medium SaaS inbound businesses. A CRM that combines a full suite of pre-built features, an array of out-of-the box integrations and data-driven email marketing capabilities to help the product or website owner ...

What is Initiative CRM?

Initiative CRM is a powerful CRM designed specifically for B2B companies. It offers a comprehensive range of tools and features, including a shared agenda, opportunity tracking, quotations, bills, and complaints, all in one convenient platform. With its analysis and reporting capabilities, ...

What is Redtail Technology?

Redtail Technology is a leading CRM platform designed specifically for financial advisors, helping them streamline client relationship management, automate workflows, and maintain compliance with industry regulations. The software centralizes client data, communication, and task management into ...

What is Practifi?

Practifi is a purpose-built financial services CRM designed specifically for wealth management firms, offering a powerful yet intuitive platform that scales from small teams to large enterprises. Leveraging AI-powered automation and deep relationship insights, Practifi streamlines workflows ...

What is Affinity?

Affinity is a relationship intelligence platform for financial services professionals, providing contact and customer data management, interaction tracking, automated workflows, and relationship history. It integrates calendar and task management to help teams manage follow-ups and client ...

What is Salesforce Financial Services Cloud?

Salesforce Financial Services Cloud is a specialized CRM designed to meet the unique needs of financial advisors, wealth managers, and insurance agents. It offers a comprehensive platform that integrates client data, financial accounts, and interactions into a single view, enabling personalized ...

What is Wealthbox CRM?

Wealthbox CRM is a modern, user-friendly CRM designed specifically for financial advisors and wealth management professionals. It streamlines client relationship management by integrating contact, task, calendar, and document management into a single platform. Wealthbox offers intuitive ...

What is CRM CONNECT?

CRM Connect is an advanced automation platform designed to help businesses optimize their sales and marketing processes, driving revenue growth with minimal manual intervention. By providing a comprehensive set of tools for lead generation, customer engagement, and conversion tracking, CRM ...

What is Klipy CRM?

Klipy is a user-friendly CRM solution designed specifically for small and medium-sized businesses. It combines a clean, intuitive interface with powerful sales tools to help businesses stay organized and efficient. With features like conversation mining, meeting assistants, and automatic ...

What is Troops?

Troops is an innovative enterprise software that acts as the "central nervous system" for businesses looking to improve revenue. It makes managing your CRM easy through seamless integration with both Salesforce and Slack. Troops streamlines users' workflows, improves data accuracy, enhances ...

What is Ekmob?

Ekmob is a powerful mobile CRM that helps streamline and speed up your field sales. It evaluates real-time data, giving you the insight to reach the right customer at the ideal time with the best offers. Ekmob supports your sales team with robust automation and activity tracking, including ...

What is Laserfocus?

Laserfocus streamlines Salesforce for streamlining your GTM process while ensuring data-driven accuracy. This powerful software delivers effortless efficiency to team's utilizing Salesforce, eliminating redundant fields and consolidating data for uniformity. Laserfocus simplifies workflow, ...

What is FinKoper?

FinKoper is an efficient business management solution designed to make running organizations easier. Utilizing a unified platform, FinKoper provides an all-in-one environment to cut out the inefficiencies normally caused by operating on multiple systems. Suitable for any size business, FinKoper ...