CRM software (customer relationship management software), sometimes referred to as sales force automation (SFA) software, helps businesses track and manage sales interactions in a single system of record. A CRM will record interactions between your business, prospects, and existing customers.
CRM software are most commonly implemented in sales departments to act as the central hub for sales force automation, including contact, account, and opportunity management. CRM software is often implemented separately from other enterprise solutions, such as ERP systems, marketing automation, and customer service software, but may often offer integrations with other business applications to facilitate an enhanced and coordinated customer experience.
To qualify for inclusion in the CRM software category, a product must:
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Salesforce helps businesses of all sizes accelerate sales, automate tasks and make smarter decisions so you can grow your business faster. Salesforce CRM offers: - Lead & Contact Management - Sales Opportunity Management - Workflow Rules & Automation - Customizable Reports & Dashboards - Mobile Application
Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA).
HubSpot is a leading growth platform. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 56,500 total customers in more than 100 countries use HubSpot’s award-winning software, services, and support to transform the way they attract, engage, and delight customers. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to Grow Better. HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. Yes, it's 100% free, forever.
Get ready to sell smarter, better and faster with Zoho CRM. With over 150,000 happy customers, Zoho CRM is enterprise ready with advanced features like Page Layouts, Sandbox, and advanced customization options that include Conditional fields, Lead Scoring and Business process mapping. Our expanded multichannel support for phone, email, live chat, social media, and in-person meetings make Zoho CRM the most tightly integrated system on the market. Zoho's AI-powered sales assistant, Zia, provides advanced interpretations, solutions and predictions for salespeople. Your sales team will now spend more time selling and less time entering data with the help of workflow automation, real-time notifications and built-in gamification.
Pipedrive is a sales management tool for small teams with big ambitions. It visualises your sales pipeline and helps to make sure important activities and conversations won’t get dropped. Salespeople really like it because it’s easy to use and intuitive. And managers like it because they don’t need to nag their team to use their CRM. It also sports built-in forecasting, integrations with other software such as Google Apps, MailChimp and Zapier and a powerful API for those that like to “roll their own” software solutions. Full functionality for just $15 per month.
Freshsales is a sales CRM software by Freshworks that makes it easy for businesses of all sizes to attract, manage, close, and nurture their leads. With a highly intuitive UI and a powerful feature set including built-in phone and email, AI-based lead scoring, visual deal pipeline, intelligent workflow automations, and customizable visual reports and dashboards, Freshsales gives businesses everything they need to manage and scale their sales without having to juggle multiple tools. Freshsales is GDPR compliant and has several GDPR specific features and enhancements. The Freshsales marketplace currently hosts over 75 apps that can be seamlessly integrated with it to enhance productivity. Some of the key features in Freshsales include: Built-in phone and email Two-way Email Sync AI-based lead scoring Workflow automation Visual sales pipeline iOS and Android Apps The built-in email with two-way email sync ensures that sales reps never have to leave the CRM to access their email inbox. Email tracking features enable users to know when and how many times an email was opened, or a link was clicked on. Users can also create personalized sales campaigns using email templates. Insightful email metrics helps users understand which emails are performing well and which aren’t. Freshsales comes with a built-in phone powered by Freshcaller which enables direct calling with a simple click on a contact’s phone number. Users can set up buy local numbers, enable call recording, and set up IVRs in a matter of minutes. Users can also add notes, schedule tasks, as well as make appointments. The 360-degree view gives users in-depth customer insights on prospects allow users to plan relevant conversations and keep track of touchpoints using the activity timeline. Freshsales collects data and segments activities based on a contact’s behavior. Users can get perspective on leads with advanced lead scoring, and prioritize important follow-ups. The visual sales pipeline provides complete visibility of deals across various stages. Users can sort and filter by close dates, helping to make more guided decisions for climbing up the sales ladder. The drag and drop navigation enables users to move deals across the sales pipeline into any stage. Visual sales reports and revenue analytics monitor sales progress and identify successful campaigns by source, sales rep, territory, and more. Freshsales mobile apps for iOS and Android let users access deals while on-the-move and stay up-to-date on prospects at all times.
Nimble is the industry-leading CRM for Office 365 and G Suite that builds award-winning contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster. Nimble unites thousands of small to mid-sized business teams successfully nurture their personal and business relationships across email, social networks and more than 90 cloud-based business applications. Ranked #1 in Overall Satisfaction by G2 Crowd, and #1 Small Business Sales and Marketing CRM by Fit Small Business, Nimble combines the strengths of traditional CRM, classic contact management, social media, sales intelligence and marketing automation into a powerful relationship management platform that delivers relationship insights everywhere you work. Sign Up for a Free Trial: Nimble.com
The world's most complete customer relationship management (CRM) solution, Oracle's Siebel CRM helps organizations differentiate their businesses to achieve maximum top-and bottom-line growth. Why Oracle? Siebel delivers a combination of transactional, analytical, and engagement features to manage all customer-facing operations. With solutions tailored to more than 20 industries, Siebel CRM delivers comprehensive on premise and on demand CRM solutions that are tailored industry solutions with ole-based customer intelligence and pre-built integration.
Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do’s and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. Simplicity means eliminating the learning curve. You'll start using the CRM in minutes, and you won't need time-consuming, frustrating training to find your way around. Add your contacts or import them from another system and you hit the ground running. All of your tools and information are easy to find from any page in the CRM. LACRM was designed specifically to be intuitive, even for users who aren't tech-savvy. Affordability means $10/month for each user on your account. For the cost of a single lunch, you can keep your life organized for a whole month, and even collaborate with your co-workers. Start with a 30-day free trial so you can decide if we're right for you. We'll never upsell you or jerk you around. That would be annoying. Great customer service means being available by phone or email for free. We'll help you run your initial import of contacts into the CRM, talk to you about customization options, or give you a demo. We'll compliment your excellent taste in novels. We do it all for free, and we treat you like a human. Call. Email. Tweet. Whatever. We're here to help, and that goes for you trial users, too. Test us, we dare you. If you just want to take a peek at how the CRM works and get some live answers, you're also welcome to sign up for a webinar here: https://offer.lessannoyingcrm.com/demo_webinars/ We host these every day! Sign up today, or contact us if you have questions!
Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling. Sell eliminates the friction from deal updates so reps and management are always able to access, analyze, and collaborate on relevant deal data.
Copper (formerly ProsperWorks) is the crm that works for you. Copper is the leading crm for G Suite and recommended by Google. It works instantly through a seamless integration with G Suite, has a beautiful user experience, and is designed to help teams and businesses build long-lasting relationships. Copper services more than 12,000 paid businesses in more than 110 countries. Headquartered in San Francisco with over 200 employees, the company has raised $87M in venture capital financing to date. For more information or to sign up for a free trial, visit www.copper.com.
Bpm’online CRM is the most agile CRM platform for midsize and large enterprises to accelerate sales, marketing, service and operations. This platform helps to align data, processes, and teams enabling them to better connect with digital native customers and rapidly adapt. Bpm’online provides its customers with comprehensive full-fledge applications to accelerate marketing, sales and service that can be deployed as standalone products, or as a bundle on a single CRM platform. • Bpm’online marketing - multichannel marketing platform to orchestrate customer journeys and accelerate lead-to-revenue. • Bpm’online sales - sales automation software to accelerate the complete sales cycle — from lead to repeat sales. • Bpm’online service - intelligent service management platform to accelerate service delivery and customer delight. Today, thousands of companies employ bpm’online products to manage customer-facing processes and deliver amazing customer experiences. Bpm’online has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.
Bullhorn provides cloud-based solutions for relationship-driven businesses. Its automated data capture and customer insight technology helps companies win customers and keep them happy and engaged. Today, more than 7,000 companies rely on the Bullhorn platform to help increase sales, improve service delivery, and streamline operations. Headquartered in Boston, with offices around the world, Bullhorn employs over 600 people globally.
InStream is the relation management platform. CRM alternative for customer-focused companies. InStream supports small and medium size business in collecting information about customers, managing communication and in building strong business relations. Simple but flexible tool which can be integrated with any mailbox, social media and business management tool.
PipelineDeals is the most adopted CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. PipelineDeals is built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. Today more than 18,000 users in 60 countries use PipelineDeals to gain visibility into their sales pipeline to accelerate opportunities and close more deals. Sign up for a 14-day free trial. Make business decisions based on data you trust, not on a gut feeling.
NetSuite’s Customer Relationship Management (CRM) software is the only cloud solution that delivers a real-time, 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer life cycle—from lead all the way through opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support. In addition to offering traditional CRM capabilities, such as SFA, customer service management and marketing automation, NetSuite CRM powerfully and simultaneously delivers quotes, order management, commissions, sales forecasting and integrated E-commerce capabilities.
Sugar is an affordable and easy to use customer relationship management (CRM) platform, designed to help your business communicate with prospects, share sales information, close deals and keep customers happy. Thousands of successful companies use Sugar everyday to manage sales, marketing and support. As an open, web-based CRM solution and platform, Sugar is easy to customize and adapt to your changing needs. Ideal for small and medium-sized companies, large enterprises and government organizations, Sugar can run in the cloud or on-site.
Oracle Sales Cloud offers an array of capabilities built to meet the essential needs of sales organizations. Easy-to-use productivity tools empowers sales with the information and guidance they need to close more deals quickly; “always-on” access even when on the go increases sales teams’ effectiveness and “right-time” insights engenders sales performance. The key elements of Oracle Sales Cloud's SFA solution are vast. They include: • Core foundational sales force automation tools such as account, opportunity and lead management and productivity tools • A comprehensive partner relationship management offering to manage channel sales and partner management • Extensive sales performance management encompassing the science of managing territories, quota management and sales incentive compensation • Advanced analytics consisting of pre-built analytic reports, data visualization and adaptive intelligence • A customer data management system to ensure clean, consolidated and complete customer information. With rich functional capabilities and a comprehensive feature set, Oracles Sales Cloud provides a more modern approach to sales execution.
Prophet CRM is embedded in Outlook, not simply integrated. This allows Prophet to uniquely leverage the work you and your team already do in Outlook, and automatically associates that activity to the appropriate customer opportunity within Prophet CRM. Whether from your desktop or mobile device, all Outlook-based emails, tasks, and calendar events are automatically tracked and associated to the corresponding opportunity, unburdening your team from administrative entry and giving them more time to sell. With more timely and thorough entry of sales activity data, sales managers gain valuable insight regarding your customers, sales team and sales processes. Combine Prophet CRM's unique Outlook integration with it's comprehensive suite of sales automation and workflow tools, customizable fields, reports, dashboards, and analytics, and you have a powerful application that will drive your business to higher levels of success. Contact us to discover how we partner with you to drive your success.
Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. With Insightly, all your critical sales and business info - leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and biz reports - are organized and available on your devices. In February 2019, we introduced Products, Price books, and Quotes (PPQ) in the platform to empower our customers' field teams to generate consistent quotes more quickly for their opportunities. The result is that all your teammates have the most current customer info at their fingertips which results in improved visibility, customer service and sales. Insightly recognizes that every business is different - so our custom objects and apps enable our customers to tailor their instance to map their business workflows, functions (e.g. rep vs. support) and processes ensuring high adoption and satisfaction. Integrations too are key to CRM user adoption so Insightly offers a variety of featured integrations across email, document management, accounting, and messaging platforms. CRM Integrations include: Gmail G-Suite & Google Apps Google Drive Google Docs, Sheets, Slides Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more.. Insightly’s CRM mobile app, for both iPhone & Android devices, helps field reps manage their customer relationships on the go. They can easily access key customer info - lead, contact, quote, organization, opportunity data - to stay up to date and scan business cards or add audio notes while away from the office.
Workbooks offers two powerful CRM solutions; the Workbooks CRM Edition and the Workbooks Business Edition, which can be mixed together to gain the most appropriate function for users at the best price mix. The Workbooks CRM Edition delivers easy-to-use sales force automation, marketing management and customer support tools. Unlike traditional CRM solutions, the Workbooks Business Edition extends beyond the core CRM capabilities to include order management, order fulfilment, invoicing and supplier management. Our suite of products enables our customers to accelerate sales growth, improve marketing execution, streamline business processes and improve the quality of customer support they deliver. With access to real-time management information, you can make quicker, more informed business decisions to help grow your organisation
Salesflare is the intelligent CRM that small businesses selling B2B love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around. No more manual data entry. Salesflare fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from social media, company databases, phone, email, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Never miss a deal again. Salesflare will tell and remind you what to do about leads so deals can't fall through the cracks anymore. Visual pipelines and powerful insights put you in full control of your sales funnel. Intuitive and easy-to-use, Salesflare turns complexity into simplicity so you can turn leads into customers. Salesflare works wherever you work and with whatever you are working with. Use it on desktop, mobile or just from a sidebar straight from your email inbox (Gmail and Outlook). Get even more out of Salesflare by integrating with 400+ other productivity tools, such as Google Apps, MailChimp, Trello and Slack.
Since 1987, more than 1 million users -- and over 120,000 companies, including Hallmark, Raymond James and National Bank -- have trusted us to help them boost their corporate bottom line. Our experience as a CRM pioneer has taught us that growth is by its very nature challenging. Success requires a holistic approach, including a united vision, shared energy and the right tools. We know that businesses hunger for a vendor that has got their back and that supports them with every step of setup, customization and user training. With top-rated tools for contact management, lead management and customer service, Maximizer CRM gives businesses everything they need to grow – all in one place. We’re constantly innovating to help our customers succeed. And time and time again, they tell us that our exceptional customer care sets us apart. That feedback keeps us focused on making planning, selling and management ever easier – to ensure our customers get results.
The foundations of your customer relationship management strategy are your customer-facing employees. That's why we have purpose-built every aspect of our CRM solution to get you up-and-running quickly, while remaining flexible so it can be closely-tailored to match exactly how your team works. We have the tools to help you attract customers, manage your partners and empower your sales and customer service teams. Learn why CRM users love our solutions.
Your customer relationships are the driving force of your business. By offering a complete view of every customer touch point across your sales, marketing, customer service, and support teams, Infor CRM enables you to maximize the impact of every interaction—across the entire customer lifecycle—whether in the office or out in the field. The best part about Infor CRM is that it’s built for your business. Industry-specific capabilities, deep integration, and unparalleled flexibility and control in how you deploy, use, and pay for your solution offers a best-of-breed CRM solution without compromise.
Nutshell makes CRM software that is dedicated to helping sales reps be more successful, solving the challenge from which most CRMs suffer: motivating sales teams to embrace it. With its award-winning product and next-door-neighbor service, Nutshell helps small businesses win more deals, more quickly. Nutshell integrates with the software small businesses already use, including Google G Suite/Gmail and Microsoft Office/Outlook. Founded in 2009, Nutshell works with thousands of small businesses and has been named a top CRM for both user-friendliness and affordability.
Enable sales teams to spend more time in front of customers, empowered with intelligent recommendations to help win deals. The SAP Cloud for Customer solution helps you manage day-to-day sales contacts efficiently by sending and receiving signals between front- and back-office solutions and providing a single view of the customer .
Made for companies that sell, service, and support technology, ConnectWise Manage is the leading business management platform worldwide. Today, more than 110,000 users rely on ConnectWise Manage to achieve greater accountability, operational efficiency, and profitability. Leveraging the cloud, the platform fully integrates business-process automation, help desk and customer service, sales, marketing, project management, and business analytics that dramatically streamline a company's operations. ConnectWise Manage is the hub of the ConnectWise suite of products, a set of solutions for technology solution providers that gives an end-to-end view and total control over their business. ConnectWise Manage also gives its users access to a powerful network of ideas, experts, and solutions. A veteran in the technology services industry, ConnectWise Manage has been the premier business management platform for technology companies for more than 15 years.
Our Sales Execution CRM software is designed to help you sell faster and increase your sales velocity. With LeadSquared CRM you can: • Monitor all calls, emails and chat interactions your leads have with your business. • Track all your sales emails sent to and received from your leads. • Focus your sales efforts on leads that meet your quality criteria. • Distribute your leads based on geography, interest or any other criteria. • Automate tasks like lead & task assignment, list creation, sales notifications and more. • Monitor every aspect of your sales - funnel, people and revenue. • Integrated systems to give your people insights they can act upon • Watch your field sales team closely even from miles away using our mobile CRM. Our Key Solutions include: 1) Lead Tracking: It makes you wonder why you ever used old school CRMs and Excel Sheet. It helps you: a) Capture lead information from all sources like forms, chat, emails, phone calls, PPC ads, social media and more. You can even capture info that they haven't shared with you, like their social profiles. b) Record every conversation your leads have with you - phone calls, emails, chats etc. Everything you track, including lead identity and activities is displayed in a clean time-based flow on the lead activities page. c) Send automatic mobile and email notifications to sales team when your leads take a relevant action. d) All your lead insights are tracked in the mobile app as well. Your team can check the lead interactions as they head for their next meeting or grab their coffee. e) Quantify the lead's engagement by scoring each positive and negative interaction they have with your team. Identify interested and disinterested leads in one glance. f) Get insights on the leads being generated, the lead sources working best for you, the lead interactions with your sales team, and lead conversion analytics. 2) Email Integration: You can sync your sales inbox with LeadSquared. It works seamlessly with Gmail, Outlook (& all IMAP based email clients). You can: a) Start tracking your emails in LeadSquared in just a few steps. Takes minutes to set up, and all your incoming and outgoing emails with your leads will start getting tracked. b) Run a tight quality-control on all the emails that your sales reps send to their leads. Maintain consistency in what is communicated to leads and how it is communicated. c) Managers can run a simple query to identify unattended leads, because all the phone and email communications get tracked. d) All the email exchange that happens between your prospects and sales reps is tracked real-time. So, you can view the email trail in one view, identify if the response is delayed, and take an action accordingly. 3) Lead Qualification: Stop wasting time on junk leads by helping your team chase the high-quality leads first. a) Customize the lead qualification criteria completely to your business needs. Assign high scores to certain lead attributes, like a designation, a geography etc. You can even create custom lead fields or activities and include them as qualification criteria. b) Use email and phone number validators to keep junk and non-serious leads from entering your sales cycle. This makes sure that your sales funnel remains clean (because bots, spammers and visitors not willing to share their correct info would be filtered out at the onset). c) Assign high scores to leads that fit your ideal customer persona. This helps filter out the leads that are completely different from your target audience, so that your team doesn't waste time chasing them. d) Some leads might be in the final stages of making their buying decision. Set up the system to identify these telling-signs, like when a lead clicks on "Send me a quote" link in the email. Get notified when such an activity occurs to increase the chances of closure. e) Get notified when a high-quality lead arrives. Also get notified on a sales-relevant action, like when the lead clicks an important link on your email. Chase these opportunities first. f) Use these lead qualification rules to help your sales team prioritize their work daily. Bring the response time for these high-quality leads down to zero and increase their chance of conversion. 4) Lead Distribution: Use it for automated lead assignment and contact your leads before your competition does. With this solution you can: a) Distribute leads by location, the product they are interested in, the sources they are coming from and more. You can run multiple distribution rules simultaneously. b) You can set several AND/OR rules to distribute leads. Ex: Leads from New York AND interested in Copywriting can be sent to Team A, and Leads from Los Angeles AND interested in Design course can be sent to Team B c) Distribute leads fairly between the sales team members in a round robin fashion. Reduce conflicts within the team and increase efficiency. d) Assign leads to salespeople as soon as they come in. This reduces response time, and helps your sales team connect with the prospects before your competition. 5) Sales Automation: Leave repetitive sales tasks to sales automation and mould to your unique sales process. a) Set rules to automatically assign leads to salespeople. You can assign leads by geography, product type, the traffic source from where the lead comes in, and any other criteria. Combinations of one or more rules can be used as well. b) Set rules to automatically alert salespeople and create tasks for them as soon as something important happens. For Ex: Create a task for a callback when a lead gets assigned to a salesperson and notify the salesperson as well. c) Notify sales managers in case of an important sales-relevant activity, or an inaction on the salesperson's part. Ex: Notify managers when a positive sales interaction occurs and even if a sales-ready lead is not followed-up on time. d) Your sales people are busy, and they might miss a few calls at one point or the other. You can capture all these missed calls as leads, and even assign them to sales people in Round-robin fashion or based on pre-defined rules. e) Set up rules to assign higher quality score to leads with specific attributes. The combination of quality score and lead activity scoring can be used to dynamically create lists of leads that should be chased first, making your team more efficient. f) Have the sales reports delivered to your inbox daily, every month, or in any frequency you like. Reports for task completion, revenue targets, sales performance, and the funnel status are a few of the many sales reports you can subscribe to. 6) Sales Tracking: Get a Tight Grip on Your Sales Process and stop revenue leakage. a) Know exactly where the leads are in your sales funnel. Check the sales closed this quarter, the pipeline for this month, and the forecast for next – everything is at your disposal. b) Monitor sales performance with ease. Identify the sales stars, and the under-performers lagging on targets, based on no. of closures, revenue generated, meetings attended and more. c) Your sales team would never cut corners again. The Sales Manager would get notified if a follow-up is missed, or if a lead has been sitting untouched in the system for a long time. d) Find the best and worst "everything" in terms of revenue - salespeople, lead sources, locations, products, and centers in one clean report. e) Track the meeting locations of your field sales reps. Get real-time updates on how the conversation went, as your sales reps log the meeting details on the app.
Pega's Customer Engagement Suite includes Pega Marketing to engage customers with real-time one-to-one marketing on any channel, Pega Sales Automation to intelligently guide sales professionals and streamline the sales process using AI, and Pega Customer Service to deliver end-to-end service across the entire customer journey. These applications leverage Pega’s proven AI via the Customer Decision Hub– our unified, always-on, customer brain. Pega’s Customer Engagement Suite is available with industry-specific models, processes and interfaces, and can deployed on a variety of cloud choices¬– including hybrid, or on premise.
Clear C2 is the leading CRM for manufacturing. Our clients, starting at 10users, have similar needs: track sales efforts, create transparency, and control access to their contact data. Easy to use and implement, our award-winning C2CRM, is designed to improve productivity, increase sales and boost your bottom line. Highly adaptable, with modules built for industrial use cases and customization provided by our team of experts, the platform is available as both SaaS and on-premise deployments.
Claritysoft CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Claritysoft was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Claritysoft CRM gives you enterprise power and functionality at a fraction of the cost.
Cosential is a cloud-based CRM and Proposal Automation tool created by AEC experts (Architecture, Engineering, and Construction). Cosential allows business developers, marketers, and principals the ability to access and act upon the information specific to their role that compliments cross functional workflows. The marketing and proposal database provides a comprehensive picture of their firm's connections, interactions, and history with any client or partner. It provides a lead management solution that organizes contacts, tracks new opportunities, manages pending projects, runs reports and responds to RFP’s by generating prescriptive, engaging proposals. Cosential is browser and device agnostic, allowing for access in and out of the office. Users can customize a unique interface for their relative portion of the business, so developers, marketers and principles can all create a proprietary dashboard. Cosential integrates with MS Outlook, financial systems and most of the industry-specific third party applications within the AEC ecosphere.
Infoflo's software is an easy to use customer relationship management CRM software that is perfect for managing relationships with your customers and contacts. It is a fully integrated contact, relationship, email, calendar, document & task management solution. Most CRM solutions today are far too expensive for businesses and are not user-friendly. As a result, these solutions typically involve recurring maintenance and software update costs, in addition to initial assessment and consultant costs. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Our Customers appreciate this pricing model and take advantage of our free upgrades for life option.
SAP Digital CRM is a simple, yet powerful customer engagement solution, designed to get your team up and running in minutes. It can help your sales team close more deals by enabling them to sell smarter, work more efficiently, and collaborate more effectively. And by bringing together sales, customer service and marketing functions, it can help your team work together to engage your customers like never before. Get up and running for $23 per user/month.
SuiteCRM is the award winning Customer Relationship Management application brought to you by SalesAgility who are the authors and maintainers. The application is enterprise ready and completely scalable to suit any business size or business requirement. The application is fully customisable and can be tailor made to fit your current or future business processes. Most importantly the application is open source and so it’s completely FREE to use, with no limitations on users.
Sage CRM is specifically designed to help small and medium sized businesses like yours. It is easy to deploy, install, manage, learn and maintain for companies who want to focus on their business and not on their software. With Sage CRM, you can be up and running in just days. Most importantly, it's affordable—so you can be assured that you're getting the best possible value for your money.
Build Enduring Relationships with GoldMine Your business depends on building close, long-lasting relationships. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses. That’s why finding the right customer relationship management (CRM) software is so important. Your CRM solution needs to be powerful, easy to use and maintain, and affordable. Only Goldmine brings all those together in a package that’s perfect for small businesses. Over 1 million users have selected GoldMine to help them manage over one billion relationships and build enduring relationships that enable them to thrive. GoldMine’s robust capabilities and high ease-of-use deliver rapid time to benefit and return on investment. With GoldMine, you’ll: * Improve effectiveness, accelerating your goal achievement up to 15%. * Boost productivity * Increase the number of deals Learn more at http://www.goldmine.com/
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, our streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organised and empowered to move a deal forward. At OnePageCRM, we offer a product that is as easy to use as email, and strive to help your company achieve zero admin.
Affinity is the most powerful relationship intelligence platform built to help you leverage your most valuable asset, your network. Using patent-pending technology, Affinity instantly surfaces the important relationship data hidden in your communication streams and reveals which of your contacts is able to initiate the right warm introduction for your next big deal. Using Affinity is effortless. It eliminates manual processes by capturing relevant data, auto-updating contact in real-time, and automating CRM workflows.
amoCRM is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. We support all major messenger platforms. Create your own chatbots with our code-free chatbot builder, and make sure your business is online 24/7, at any capacity. Plus managers love our analytics, reporting and automation capabilities Treat your sales team to a vast array of useful tools to work with your leads. Lead generation is simple with our easy to use integrations and web forms. Chat, call and email your prospects straight from the CRM. All events are stored in the lead card, including call recordings, tasks and chat messages. No data is lost or forgotten. Perfect messenger-based sales solution for entrepreneurs, small, and medium businesses. With workflow automation, you can ensure your sales team doesn’t waste time on repetitive tasks. Manage leads, assign tasks, run email campaigns and much more without lifting a finger. Our in-depth analytics provide a full overview of your sales process. You can even manage the CRM on the go, with our mobile app available both on iOS and Android. We’ve made the setup process as seamless as possible. Connecting your email address and importing your customer database takes mere moments. Integrate with a myriad of different services free of charge, and build a powerful sales stack. We offer our clients free onboarding and setup assistance, as well as multichannel support during business hours.
CampaignerCRM provides you a powerful, next generation CRM system that is complete with easy to use features to help you close more deals. You have real-time, anywhere access to your leads, contacts, information, your reports and more. The results a CRM solution your sales team will actually want to use it. How simple is that!
Along with general CRM features like contact management, sales pipeline management, quotes and product management CompanyHub is very powerful with following aspects of CRMs. Customizable for different industries Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table / field. Powerful Reporting You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables. Strong Email Automation Sales people spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC / copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a gmail plugin to track any mail sent from gmail. Minimize efforts on feeding data in CRM Sales people hate updating CRMs. And its not their mistake. CRMs are time consuming. CompanyHub lets them do everything from one place - like excel. From a single page, you can create records, add notes, conversations & tasks, edit fields, and send followup mails. Email sync & bulk mail also save lot of time. Control who can see what data Lead information is a very important asset of company. Even within the team, they prefer to regulate who can see what data. CompanyHub gives complete control on who can see which records, and even which fields. It supports hierarchy based as well as rule based access control. Even if two sales persons are seeing same page / report, they will see different data based on what is visible to them. So CompanyHub is very adaptive and easily accommodate your daily business routine without changing your process.