All-in-one customer relationship management (CRM) software tracks and manages customer interactions through a series of built-in tools designed to help users manage their business. Organizations use the package of integrated functions offered by all-in-one CRM systems to develop customer relationships and respond to customer needs as they occur throughout the customer lifecycle.
All-in-one CRM systems are typically built for use by small and mid-market companies that do not wish to purchase separate systems to solve their customer-related business needs due to budgetary restrictions or organizational complexity. All-in-one CRM products provide a group of integrated functions that vary in capabilities, yet are designed to facilitate response to prospective and existing customers. This group of functions may include contact management, email marketing, lead management, help desk ticketing, website management, and digital commerce tools. All-in-one CRM software is most commonly implemented in place of traditional standalone CRM software systems and other disparate systems such as ERP systems, HCM software, and accounting software.
To qualify for inclusion in the CRM All-in-One category, a product must:
CRM All-in-One reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.
Infusionsoft by Keap automates your sales, marketing and business processes in one place, giving you the flexibility and power you need to close more business with confidence. Easily deliver the right message to the right customer automatically through custom automations. Manage your sales process with customizable stages and workflows. Improve your sales & marketing performance with insights and reports. Infusionsoft by Keap is a powerful CRM & Marketing Automation platform that helps you scale your business efficiently so you can grow.
With ActiveCampaign, you’ll be able to create powerful automated marketing and sales processes. These intelligent processes “listen” and “learn” about the needs and interests of individual contacts. Then you can send more relevant, personalized messages at the moment they’ll have the most impact. You’ll have more customers, happier customers, and more loyal customers. MARKETING AUTOMATION: Our automation workflow builder is praised by G2Crowd users as the perfect balance of power and ease-of-use. With our drag-and-drop builder, you can easily create sophisticated follow up sequences that treat your contacts differently on the basis of who they are and what they’re interested in. This “intelligence-driven” follow up has proven to be more effective, and will keep your customer engagement high because you’re sending the most relevant, personalized messaging possible. SALES AUTOMATION: With an intuitive sales automation CRM tightly integrated with your marketing automation, you’ll be able to seamlessly transition leads back and forth between your marketing and sales processes without losing any data or missing a beat. Having your sales CRM and marketing automation under the same roof means that your sales process can benefit from the same automation features marketers use to send perfectly-timed messages. EMAIL MARKETING: We’ve been perfecting our email marketing solution since 2003. Today it is one of the most mature and fully-developed email marketing services on the market. Our professionally designed templates are fully mobile responsive and we offer time-saving tools like content blocks you can save and reuse across campaigns, message variables that allow you to update content once across all your campaigns, and conditional content, which allows you to change the content of an email based on who a contact is and what they’ve done. CROSS-CHANNEL MESSAGING FOR THE ENTIRE CUSTOMER LIFECYCLE: With ActiveCampaign, you’ll be able to deliver the perfect message at the perfect time because you’ll collect more insight about the customer at each stage of the buying process. With Attribution, you’ll know the source of a visitor and what marketing and advertising they’ve interacted with. With Goals, you’ll be able to define important events and then pivot in response to conversions. With Site Messaging, SMS, and email marketing, you’ll be able to reach your contacts exactly where they are — whether they’re out and about on their mobile, browsing your website, or going through their inbox. We offer a free, no-credit-card-needed, 14-day trial so you can experience ActiveCampaign first hand.
Vtiger's All-in-One CRM helps over 300,000 businesses improve revenue, customer loyalty, and team performance by breaking barriers between marketing, sales, and support teams. Vtiger's All-in-one CRM helps teams create delightful experiences across the entire customer lifecycle - 1) Marketing teams to capture and nurture leads. 2) Sales teams to score, track and close deals. 3) Support teams to access complete customer history and provide exceptional support. Vtiger is designed for agile teams - easy to use and highly customizable.
Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, helpdesk with a clean modern interface. With Agile CRM, SMB's can now: - Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor - Convert website visitors directly to leads in the CRM - Nurture, track and score leads automatically based on web or email activity - Enable multi channel communication with the ability to call or email or tweet to a contact from the same page - Monitor customer behavior and get real time alerts for customer activity - Manage helpdesk tickets with all of the customers history in one place - Have a detailed record of all of the customer's details and communication history in one page, sorted chronologically - See customer data from various other business apps on one page using extensive integrations
Our all-in-one sales and marketing platform combines email marketing, CRM and marketing automation to turn emails into conversations, website visitors into handshakes, and customers into raving fans. We also provide marketing agencies an alternative solution for their small business clients. Hatchbuck proudly made G2 Crowd's “Best of 2015” list by ranking highest in customer satisfaction for CRM and Marketing Automation. Hatchbuck was also honored as a High Performer in Winter 2016.
Salesforce Essentials makes it possible to tap into the power of Salesforce to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain — for just $25 per user per month. Because this small business software is built on the world’s #1 CRM, small businesses don’t have to worry about outgrowing their CRM — they can upgrade quickly and easily with Salesforce when they're ready. With Essentials, you can sell faster with a customizable view of all your sales details. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. You can also access and update your data anytime with the Salesforce mobile app. Once you close a deal, Essentials also includes a ton of customer service for small business productivity tools to help you make every new customer a loyal one. You can automate repetitive tasks, route questions to the best team member, and help customers help themselves with a branded self-service portal.
Vendasta is the leading platform for companies selling digital solutions to local businesses. Sold exclusively through channel partners — including agencies, broadcasters, publishers, banks, telecoms, and more — the Vendasta platform enables sales professionals to brand it as their own and provide re-sellable products and services to local businesses. By offering a marketplace of resellable products and services and an automated marketing platform, our partners are empowered to acquire more local business clients, retain them for longer, and grow their recurring revenue. Included within Vendasta is an award winning needs-assessment, automated email marketing, easy to use CRM, a marketplace of resellable apps & services, and a white-label fulfillment agency. Over 1,200 resellers use the Vendasta platform to sell to 1,000,000+ local businesses around the world.
Thryv is the all-in-one management software built for small business. Ditch the multiple logins and screens, and opt for one software that does it all, with 24/7 service and support. Thryv includes: *Consistent listings on more than 60 websites *Easy management of contacts and customer data *Online and mobile payment processing *Electronic estimates and invoicing *Online appointment booking and scheduling *Social media, text and email promotions *Dedicated experts available 24/7 Small business owners struggle with the daily demands of running their business. At Thryv, we created simple software to help them manage their time, communicate with clients, and get paid, so they can take control of their business and be more successful. Thousands of small business owners trust Thryv with essential business functions like contact management, text and email marketing, and payment processing so they can get back to doing what they love—running their businesses. When your business isn’t run from behind a desk, you shouldn’t be stuck behind one either.
Salesnet provides CRM that goes far beyond lead and contact management to give you true visibility into the sales pipeline and how it is changing over time. We have diligently created and maintained a standard for our users, ensuring that they always experience a place where dedicated customer service and customizable CRM software meet. We strive to be an instrument for your success. Salesnet is not merely a CRM provider, but a catalyst to higher quality, customizable sales software.
Designed especially for small business, vCita makes running your business a breeze: >> Easily keep track of your interactions with customers by keeping notes & viewing clients payment history from a friendly dashboard. >> Manage your billing in no-time by sending branded estimates, invoices & receipts. Send automated payment reminders to avoid late payments. >> Look like the big boys: create sleek email & SMS campaigns. Empower clients to schedule an appointment via a client portal.
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an “all-in-one” platform which you can use standalone without needing any other sales emails tools or calling products. Close is cloud-based, affordable, easy to learn and comes with straight-forward pricing, which makes it the perfect fit for small and midsize businesses. Plans start at $65/user/month. Close is designed with the goal of making sales people as efficient as possible. Make and receive calls with just 1-click. All calls are logged automatically (no manual data entry!). Lead activity information pops up as soon as the phone rings so the data you need is always at your fingertips! Looking at scalability? With bulk email automation tools and cold calling features like the power and predictive dialer, you can reach large lead lists quickly and perform high volume sales in Close. The software also provides sales teams with a visual representation of ongoing sales processes. Primary features include lead management, global calling management, 2-way email sync, and reporting. Other features include a built-in text messaging feature, sales pipeline view, email marketing tools, and predictive dialing. The software has an open API and offers integration with 50+ applications including Zapier, Zendesk, and Wufoo. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.
GreenRope is your one-stop shop to help you with sales, marketing, and operations. GreenRope includes advanced marketing automation capabilities, sales force automation, and a tool box of features to help manage and operate your business. GreenRope is a company built around providing exceptional value to our customers. In the past 14 years, we have evolved from being one of the first email marketing service providers to being the only Complete CRM on the market. Combining sales, marketing, and operations in to a single platform, GreenRope inspires collaboration with your clients, vendors, and employees and we live this collaborative culture, listening to people like you to build what YOU want to run your business. GreenRope's Complete CRM helps business owners, sales managers and marketers bridge the gap between departments and make data accessible throughout, so your business runs smoothly and effectively with all the information a team needs to better target and serve their leads and customers.
Upsales has since the start in 2003, developed into one of Europe's leading sales and marketing platforms with over 600 customers in 10 countries. By combining CRM with marketing automation and IP-based advertising in the same platform, Upsales offers a complete solution for companies that want to grow and adapt to the customer's new buying process. Sales and marketing, all in one service; - Generate leads from website visitors, create custom forms, and launch email campaigns with Marketing Automation, - Launch integrated Account-based Marketing campaigns with IP-based advertising and retargeting - Create a structured process, manage your pipeline, and make sales happen with CRM - Analyse all outcome, understand true ROI and connect multiple data sources to a comprehensive BI solution All in one platform.
Do you want to be in control of your own business? Are you tired of not having the info when you need it and where you need it? No more lost customers and misunderstandings. Simple CRM Software is here to save your day, and your business. Simple CRM Software is exactly what it says it is – Simple. No matter how unfamiliar you think you are with new-age technology, this little helper will make you feel like an expert in no time. At Adresstwo, we always tailor our products with our customers in mind, so that you don’t have to spend eternity studying it. Simple CRM is the simplest software for small business owners that you can possibly find on the market. With a web-based CRM Software, you no longer have to worry about: - Downloading or installing anything - Updating anything - Paying for an upgrade or a new version - Losing important data if the computer dies or gets stolen Simple CRM is an online cloud-based software that will become integral part of your company. All you need is a stable computer and you’re set to go! Since the data should be accessible to everyone from your company in real-time, this means that your computers should be properly working all the time. With a Simple CRM Software you’ll be able to manage your leads, organize you contacts, never miss important tasks and activities, and most importantly, you will be able to foster the rapport with your customers in a way you never though you could. With so much pressure off your back, you’ll be able to focus on what really matters – your customers and your prospective customers. With this simple yet effective change your business will flourish. Do something useful for your business today and sign up for a free trial version!
Ontraport is an all-in-one integrated platform that delivers essential business features, including a powerful CRM system, marketing automation, membership sites, one-click WordPress hosting, outstanding email delivery, payment processing, direct-mail printing, affiliate management, and our innovative business automation suite.
How would it feel to have an all-in-one solution that gave you access to your entire business with one login? A tool that combines all inventory, customers, leads, emails, tasks and orders between your online shopping cart, in store POS, and mobile devices. One login and one solution to manage content, lead generation and tracking to shipping to order tracking to customer re-engagement and re-marketing. As the first solution to combine an email marketing platform with an ecommerce engine and CRM system, AllProWebTools can provide you with comprehensive reporting that follows your leads and clients from introduction to sale and beyond. By integrating with DropBox, Google Drive and Google Calendar, all of your client related files can be shared and appointment reminders can be sent directly to your smartphone. The sales pipeline will help you track your sales teams efforts and quantify how many leads are being processed. Your sales manager will have better visibility to verify that leads are being followed up with and can coach the sales team to improve.
If you want to grow your business, you need a system, not a collection of tools. Accelo makes it easy to manage all you client work, from prospect to payment, and everything in between. With powerful features like automatic email capture, automated time sheets and intelligent business processes that alert you if things are going off track, you can forecast the future and make sure you never get lost. Accelo lets you focus on more important things (like growing your business) so you can focus on doing the work you love. Try it now for free!
Every day is a battle of priorities between chasing down leads, solving customer issues, managing teams, making budget and more. So why make it harder by choosing a cloud CRM that just does ... well CRM? Stay in control of what's important with WORK[etc]'s total client management solution. Manage a lead, issue a quote, deliver the project, ship the product, bill the customer and solve issues all from the one integrated cloud-computing platform. Don't make the mistake of signing up to "yet another" CRM. Grow faster with WORK[etc]'s customer relationship platform.
At last a CRM Solution that adapts to your needs A user-friendly and easy-to-use solution adapted to the size of your company. Efficy CRM solution enables you to grow and develop your business activity in a very structured way : • Document Management • Customer Relationship Management • Marketing • Campaign Management • Contact Management • Data Visualization and Analysis • Sales Force Management and Motivation Collaborative • Project Management • Gamification app The Efficy Group, located in 7 countries (Belgium, France, Netherlands, Luxembourg, Spain, Switzerland and Turkey), is a major player in the CRM (Customer Relationship Management) market. With our wide range of software solutions, we have already attracted some 2,400 customers, with an exciting yearly turnover of 20 million euros. And we have no intention of stopping there! Our ambition? To become the #EuropeanCRMChampion.
You won’t win if your teams aren’t using your tools. VipeCloud’s Customer Acquisition Solution is actually used and enjoyed by teams growing their businesses. ► We auto-capture data where possible, minimize manual entry for salespeople, and are still able to provide sales management with the data they need. ► VipeCloud is intuitive to use, migration is made simple, and training / customer success is the core of our culture. ► We pulled a wide variety of capabilities together so your team only has one system to learn, and one system for data to move through the entire funnel. If your your team isn’t using what you’ve got, or you are considering marketing and sales software for the first time, VipeCloud will help you win. email@example.com / (650) 308-8473 / or schedule a meeting at calendly.com/adamvipe/30min
Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization. Our apps cover the complete customer life cycle: Marketing - Create targeted lists of contacts, build & deliver email campaigns, and track analytics. Sales - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting. Help Desk - A powerful ticketing system with email integration, web portal, and time tracking. Project Management - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent. Field Service - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing. Quoting & Billing - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities. Order Management - Turn quotes into orders, track inventory & shipments, and bill the customer for your product. Procurement & Supply Chain - Manage your vendors, track purchase orders & invoicing, and manage inventory. Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: Affordability, Flexibility, and Capability. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business.
PlanPlusOnline is a superior productivity CRM suite that offers best in class task management combined with Group Calendaring, Contact Management, Sales Automation, and Customization to rival the best custom applications. It is based on timeless principles of effectiveness developed inside of FranklinCovey and built over decades of practical application. The Implementations focus on building a Culture of Productivity and adapts the tool to your specific organization's desired culture.
BigContacts CRM offers an integrated Contact Management and Email Marketing Solution for Small Business. We give you the tools you need to capture more leads, convert more sales and retain more customers. We're unlocking the potential of every small business with an affordable and easy-to-use solution. Plans starting at only $5 per user - per month!
Everything you need to grow sales and automate your marketing programs. Mothernode CRM is an all in one CRM that combines rich features and efficiency often found in more expensive CRM software. Increase productivity and revenue with timesaving features that focus on customer management, salesforce automation and marketing automation. Specifically designed for businesses looking to get organized and grow, Mothernode is the only CRM to offer expansion modules like sales orders, purchase orders, invoicing, quotes and more, enabling the software to offer more capabilities as your business needs expand, delivering a one-stop solution for all your CRM needs. Your sales team, account managers and customer service team will love how easy this software is to adopt and use. The intuitive application delivers all your client's activities and history in one simple interface. Based in the cloud, Mothernode CRM is accessible from any computer or mobile device, anywhere in the world with an Internet connection. Mothernode CRM supports management and their sales and customer service teams with detailed reporting about the history of client communications and current activity. Analyzing the data from your customer contact history can help guide your marketing team in creating specialized marketing messages for segments of your clientele, resulting in greater collaboration between the various departments of your organization. This increased collaboration results in a more consistent customer experience across all channels, helping to build brand loyalty and increase customer retention. Mothernode CRM also integrates with a number of popular software applications, including GMail and Outlook. Outlook integration allows you to synchronize your calendars and contacts so you can stay organized and on top of all your important activity. Integration with Quickbooks allows you to monitor spending and revenue from your sales, customer service, and marketing departments and export that data directly into your accounting software. With all of the time and effort saved through using Mothernode CRM, you can focus more on developing big picture strategies for growing and developing your business.
OnContact CRM is a full-featured, flexible, mid-market CRM solution that delivers the power to cultivate and grow outstanding relationships, and provides the competitive edge your company needs. Offered as a cloud or on-premise deployment, OnContact showcases complete sales automation, marketing automation, customer service, and contact center functionality wrapped in a responsive interface that adjusts seamlessly across all browser sizes and mobile devices. OnContact CRM showcases a modern user interface designed to streamline navigation, boost user adoption, increase productivity, and deliver a user experience that is intuitive, flexible, and consistent. It also features superior statistical analysis, global search functionality, interactive reports and dashboards, easy customization tools, and integration with QuickBooks, Outlook, Gmail and more. OnContact CRM is highly customizable, providing a way for users to adjust their screen formats and change toolbars, buttons, and fields to fit their own individual workflows and business rules. OnContact appeals to the needs of the technology, healthcare, banking, and insurance industries, among others.
Our marketing automation software provides a range of beautiful features to Zymplify your life. We help businesses grow and reach new customers through multi-channel campaigns. Turning strangers into prospects and prospects into customers. All from one easy to use dashboard. Website visitor tracking allows you to identify unknown website visitors and track their interactions on your site. Marketing Calendar allows you to see all of your scheduled marketing activities in one place Landing Page builder allows you to build lead magnets, newsletters, tripwire pages etc. Sales Pipeline allows you to create customised sales follow up stages and track all your inbound leads Contacts CRM allows you to manage all your contacts in one place Single customer view gives you a complete overview of all interactions via all channels with your prospects Automated Email Journeys allow you to build email funnels and automated email sequences Social Posts allow you to connect to all your main social channels and schedule social posts in advance
All you need to turn your visitors into customers in one place. User.com is a marketing automation system aimed at boosting engagement and conversion with personalized automatic live chat messages, emails, SMS, pop-ups, chatbot, and many more. The platform has been designed to deliver modern and user-friendly solutions for business. User.com gives you a bunch of tools that facilitate lead generating and nurturing. We offer solutions for each marketing funnel level - from the first click on your website until the stable relationship with the customer. We help you to personalize your message and send it out at the right time, through the right channel. Do you want to get to know your clients? Feel free to download our trial for 14 days without fees. Enjoy! Get to know all our features: https://user.com/en/all-features/
Zoho CRM Plus is a unified customer experience platform that helps you deliver an amazing experience to every customer across all stages of their lifecycle and convert them into brand advocates. Engage with customers across multiple channels at each stage of the lifecycle and get the right context across different media and stay notified in real-time. Manage conversations with multiple teams in one single thread. Better customer experience begins with aligning all your teams and making sure they keep customers at the center of whatever they do. Zoho CRM Plus provides them with the proper toolset so they can do just that.
How about a CRM that generates online leads for your business while you sell in-person? Lynkos was designed to be an all-in-one solution for businesses. This means our goal is to help your company achieve yours. Lynkos can be used to boost sales, get potential customers and manage your relationship with existing ones to improve their brand loyalty. The platform makes it easy to search for leads and contact them, while notifying you about business opportunities according to the products and services you offer. Lynkos has a built-in a powerful CRM for sales, customer service and project management. Every business on Lynkos gets a free, SEO optimized, online profile where they can list their products & services. Their clients can provide customer reviews for potential buyers to see... Helping you build your online presence and credibility. More than 2,000,000 businesses on +220 countries rely on Lynkos.
Commence CRM provides growing businesses with a comprehensive suite of applications for account and contact management, activity management, lead management, sales opportunity management, marketing, customer support with ticketing, a web based customer portal, project management and multi-level reporting with analytics. The product is ideal for businesses that require more functionality and customizability than is offered by the myriad of low cost one size fits all CRM solutions, but without the cost and complexity of enterprise level products.
Platformly is a powerful yet easy to use business management and marketing automation tool for busy business owners who are focused on growth. Platformly makes marketing attribution easy by precisely tracking interactions across different campaigns and channels throughout your entire marketing funnel. It helps you understand in unparalleled detail which marketing activities drive the most sales, who your most loyal customers are and what drives growth. BUSINESS DASHBOARDS Dashboards provide your most important business metrics consolidated into one fully customizable dashboard. They offer a real-time overview of what is happening in your business, with the ability to drill down and get the exact data you need at any given time. LINK TRACKING Platformly is your campaign management command center. Seamlessly track campaign performance, user interactions, sales and everything in between and beyond. CRM One central location for managing and strengthening customer relationships. See an overview or choose a contact to see all past interactions with your brand. All data is automatically updated in real-time. LEAD CAPTURE Intuitive customer acquisition tools, from behavior driven opt-in forms to complete, pixel-perfect landing pages. All with an easy drag-and-drop interface to help you launch effective campaigns quickly. EMAIL MARKETING Deliver the right message to the right person at the right time. Use our visual email builder to send beautiful and responsive event-driven or broadcast emails with one of the industry’s highest delivery rates. MARKETING AUTOMATION Turn cold traffic into brand advocates at scale with event-driven campaigns and highly personalized experiences. All can be done visually without writing a single line of code. COMPLETE REPORTS Your essential business data easily accessible through real-time insights and analytics dashboards. Measure and analyze every aspect of your marketing and sales and make decisions with confidence.
RevampCRM is a CRM for small business & etailers. We automate your repetitive tasks, so you can focus on growing your business. Dynamically Segment your leads, send email campaigns and define continuous-automation workflows. You can automate everything from reminders and follow-up emails to task creating, lead score and many more.
1CRM enables businesses to create long-lasting customer relationships and experiences with the most intuitive, customizable and cost-effective customer relationship management (CRM) solution on the market. By focusing on a comprehensive and easy to customize CRM solution, 1CRM is putting tailored-fit CRMs within reach of businesses everywhere. With so many CRMs available, what sort is right for you? You'll see CRMs that are limited sales & marketing CRM products, others that are good at Mass Emailing, and then some that include Order Management, Service Management, or Project Management. For businesses with up to about 250 users, the All-in-One type of CRM has proven popular - and that's where 1CRM fits in. 1CRM offers a Sales & Marketing CRM with strong Mass Email capabilities. But it also includes very comprehensive Order Management (Quotes, Invoices, Payments - as well as the Purchasing side), Service Management and Project Management. Throw in Timesheets, Expense Reports, Vacation & Sick Day tracking - and you can see why they call us an All-in-One CRM!
Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry. The platform was created for ISOs (sellers of electronic payment services) to track leads, appointments, tickets, commissions and live accounts from processing networks. With over 30 current integrations and more on the way, IRIS CRM also offers robust reporting for clients in formats conducive to determining productivity and growth. Our clients do not install IRIS CRM, but instead access it through a secure website built and hosted by IRIS CRM, a certified PCI Level 1 Compliant Service Provider.
OfficeClip Contact Manager is a software that provides 360 degree view of the contact lifecycle. It provides teh following advantages: 1. Ability to capture leads from various sources (e.g. website forms) 2. Keep all contact related information in one place (activities, emails, documents etc.) 3. Design and send email campaigns and track its result 4. Create daily call list to periodically call prospects 5. Manage customer, account and opportunity information 6. Track time for projects done for customers 7. Track issues related to contacts and projects 8. Send invoices and accept payments online
Teamleader helps you and your team to work smarter so your small business thrives. Since Teamleader allows you to take charge of operational essentials, you can focus on projects and relationships. Bringing CRM, project management and invoicing together with an intuitive software solution, Teamleader enables your team to collaborate, organize and build your business.