1329 results
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Simple cloud based CRM to keep track of the leads, conversations, follow ups, and tasks that are the lifelines of your business.
Join tens of thousands of small businesses managing follow ups with a simple CRM that's been helping people get back to what they love for 10 years. Other tools are too cumbersome or require too many steps. Highrise is the just right, more thoughtful way to track leads, manage follow ups, and build relationships. Start with a free no risk 30 day trial - follow up, close deals, and spend the rest of your day doing the things only you can do.
Join tens of thousands of small businesses managing follow ups with a simple CRM that's been helping people get back to what they love for 10 years. Other tools are too cumbersome or require too...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Fully integrated CRM designed for advertising sales for: publishers, event producers, billboard operators, digital ads, and more.
Ad Sales Genius is built for companies who sell advertising and sponsorships. Ad Sales Genius will manage all aspects of selling advertising and events. Clients include publishers, DooH, Ooh, expos, digital publishers, and many more. This remarkable software is a fully integrated solution encompassing marketing tools, CRM, production management, accounting, and reporting. We offer full integrations with: Adobe InDesign, QuickBooks, Twilio, DocuSign, and dozens more.
Ad Sales Genius is built for companies who sell advertising and sponsorships. Ad Sales Genius will manage all aspects of selling advertising and events. Clients include publishers, DooH, Ooh, expos,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Most user-friendly CRM platform on the market.
SuperOffice CRM has one goal; to help you find, catch and keep more customers. Our focus on creating a simple and user-friendly CRM solution helps you become more productive. SuperOffice CRM integrates with all Office applications and supports all leading technology platforms. Available on any device.
SuperOffice CRM has one goal; to help you find, catch and keep more customers. Our focus on creating a simple and user-friendly CRM solution helps you become more productive. SuperOffice CRM...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Teamgate really is the one, easy-to-use customer relationship management software, designed to address your sales concerns directly.
Teamgate sales CRM is much more than just a contacts management database. Teamgate is the complete customer relationship management software, designed to guide you through the entire sales process, from lead capture to customer success management. Using integrations such as; MailChimp, Freshdesk, Google Drive, OpenStreetMap, and Intercom, manage every segment of your sales pipeline in a time-saving, and methodical manner. Plus, with insightful analysis and reports, plan wisely for the future.
Teamgate sales CRM is much more than just a contacts management database. Teamgate is the complete customer relationship management software, designed to guide you through the entire sales process,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work.
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from email, social media, company databases, phone, 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.
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Automotive dealership software for marketing, sales, and service operations, including the industry's largest customer contact center.
Elead exists to help dealers convert leads into sales, prospects into customers, and customers into trusted long-lasting and rewarding relationships. As pioneers in automotive CRM, we offer a sophisticated yet service-oriented operation that encompasses a dynamic technology platform, a large, responsive call center, and integrations with all DMS providers. Learn why so many dealerships and dealer groups choose to partner with Elead.
Elead exists to help dealers convert leads into sales, prospects into customers, and customers into trusted long-lasting and rewarding relationships. As pioneers in automotive CRM, we offer a...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Service Hub is customer service software that helps teams scale their support and delight their customers efficiently.
HubSpot Service Hub is a suite of tools for growing businesses. It's easy to use and built on top of HubSpot's leading CRM. It includes everything your service team needs to support customers and grow through their success. It's free to get started and will grow with you. HubSpot is a leading growth platform. Since 2006, we have been on a mission to make the world more inbound. Today, over 100,000 customers in more than 120 countries use HubSpot's award-winning software, services, and support.
HubSpot Service Hub is a suite of tools for growing businesses. It's easy to use and built on top of HubSpot's leading CRM. It includes everything your service team needs to support customers and...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Robust ticketing and invoicing system, CRM, POS, and marketing platform for repair shops.
Robust ticketing and invoicing system, CRM, POS, and marketing platform for repair shops.
Robust ticketing and invoicing system, CRM, POS, and marketing platform for repair shops.

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
----> NiceJob is the easiest way to engage with your customers post-purchase to create advocates and get more reviews online.
----> Built for service businesses (B2C), SaaS, & agencies. NiceJob is the easiest way to engage with your customers post-purchase to create advocates and get more reviews online. Integrate NiceJob with your CRM to see who your biggest fans are to identify and nurture opportunities for repeat business. Or, use NiceJob as a lite CRM to manage your leads and customers. No contracts, 14-day free trial, then just $75/month. ----> Try it free at get.nicejob.co <----
----> Built for service businesses (B2C), SaaS, & agencies. NiceJob is the easiest way to engage with your customers post-purchase to create advocates and get more reviews online. Integrate NiceJob...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
ServiceNow Customer Service Management is built for the digitally connected service economy.
ServiceNow Customer Service Management is built for the digitally connected service economy. The convergence of products and services is raising the bar on customer expectations. But traditional customer support tools are no longer working.
ServiceNow Customer Service Management is built for the digitally connected service economy. The convergence of products and services is raising the bar on customer expectations. But traditional...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Workbooks offers growing businesses an end-to-end CRM and marketing automation solution - at an affordable price.
Workbooks offers growing businesses an end-to-end CRM and marketing automation solution - at an affordable price. Its core functionalities extend beyond sales, marketing and customer services to include event management, supplier and order management, fulfilment and invoicing.
Workbooks offers growing businesses an end-to-end CRM and marketing automation solution - at an affordable price. Its core functionalities extend beyond sales, marketing and customer services to...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Make sales as easy as email. Sync your calendar & emails with Salesforce, track emails, schedule appointments, set follow-ups & more!
You work in your inbox, not in Salesforce. No one has to force you to use email. It's easy to use and effective. We think Salesforce should be just as useful and just as simple. That's why we bring Salesforce into the inbox. To save you time and make you more productive. Now you can see and update Salesforce as you work. Sync emails to Salesforce, track email opens, create and update Salesforce records, schedule calls and much more. Try Cirrus Insight free for 14 days!
You work in your inbox, not in Salesforce. No one has to force you to use email. It's easy to use and effective. We think Salesforce should be just as useful and just as simple. That's why we bring...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Snov.io is a easy and powerful CRM for any business.
Snov.io is your perfect CRM for efficient contact management and powerful cold outreach. Find more convertible leads, verify contacts, track your lead's progress, and automate cold outreach. Save your sales team's time and improve your revenue with personalized automated outreach and over 2000 integration options.
Snov.io is your perfect CRM for efficient contact management and powerful cold outreach. Find more convertible leads, verify contacts, track your lead's progress, and automate cold outreach. Save...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
ChurnZero's Customer Success platform helps businesses fight churn via data integrations, health scores, automation, NPS and much more!
ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn. Our platform is uniquely designed to integrate with CRM systems and tightly into an application or service. In doing so, ChurnZero helps businesses understand how their customers use their product, assesses their health and their likelihood to renew, and gives the business the means to automate and personalize the customer experience through timely and relevant touchpoints, including in-app content,
ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn. Our platform is uniquely designed to integrate with CRM systems and tightly into an application or service. In...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
AgencyBloc is the #1 Agency Recommended Management System for life & health insurance agencies.
AgencyBloc, the #1 Agency Recommended Management System, helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated business and marketing automation.
AgencyBloc, the #1 Agency Recommended Management System, helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-s...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Intuitive. Customizable. Powerful. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.
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.
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...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Contactually helps you maintain and strengthen professional relationships.
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you wh
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Classe365 is a modern student management software with SIS, LMS & CRM features for running schools, colleges, universities & academies
Classe365 is a unified student management software with a comprehensive Student Information System, Learning Management System & Customer Relationship Management features. It is a one-stop solution for running all kinds of educational institutions: schools, colleges, universities & academies. The LMS feature enables institutions to offer online learning in just 2 steps. The SIS feature makes course management, attendance, grading & assessment easier. CRM helps in increasing student enrolment.
Classe365 is a unified student management software with a comprehensive Student Information System, Learning Management System & Customer Relationship Management features. It is a one-stop solution...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
NetHunt is a powerful CRM platform, especially useful for sales and marketing teams who rely on Gmail and other Google Workspace apps.
Accept no imitations; no lousy sidebar solutions. NetHunt provides a fully-featured CRM, fully-integrated with your existing Gmail inbox. With the recent launch of its Workflows feature, NetHunt took the leap from powerful CRM system to dedicated sales-growth hub. Now, it automates webform capture, drip campaigns, and contact-email linking. Algorithms and notifications make life easier because sometimes working hard is too much hard work.
Accept no imitations; no lousy sidebar solutions. NetHunt provides a fully-featured CRM, fully-integrated with your existing Gmail inbox. With the recent launch of its Workflows feature, NetHunt...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
SYSPRO is a highly scalable, industry-built, ERP for manufacturing and distribution.
SYSPRO ERP for manufacturing and distribution is a highly scalable, industry-built Enterprise Resource Planning (ERP) software solution that can be deployed in the cloud, on-premise, or accessed via any mobile device. SYSPRO is designed to simplify business complexity for manufacturers and distributors by providing actionable insights that support effective decision-making, strong cost control, streamlined processes, and improved productivity.
SYSPRO ERP for manufacturing and distribution is a highly scalable, industry-built Enterprise Resource Planning (ERP) software solution that can be deployed in the cloud, on-premise, or accessed via...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Connect directly with the right decision makers, using the world's largest and most accurate database of emails and direct dials.
More than 7.5 million businesses around the world trust RocketReach. Among them are some of the biggest - Apple, Google, Amazon, Facebook, and 95% of the S&P 500. RocketReach's machine learning distills 1000s of public data points, discovers verified email, phone numbers, and social media profiles for over 450 million professionals, at 17 million companies, worldwide.
More than 7.5 million businesses around the world trust RocketReach. Among them are some of the biggest - Apple, Google, Amazon, Facebook, and 95% of the S&P 500. RocketReach's machine learning...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
MagHub is the ideal media publication CRM/ERP software to help you manage advertising sales, subscriptions, flat planning, and more.
Discover the most innovative Ad Booking, Delivery, and Billing workflow software for media companies. MagHub unifies Sales, Design, Finance, Business Intelligence, Advertiser & Subscriber Portals, and Project Management in one solution. Businesses powered by MagHub experience better profit margins, reduced admin costs, and happier customers. “Not only is the program easy to follow, but the support has been amazing.” - Sharon H., MagHub User
Discover the most innovative Ad Booking, Delivery, and Billing workflow software for media companies. MagHub unifies Sales, Design, Finance, Business Intelligence, Advertiser & Subscriber Portals,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Remarkety is a leading Email & SMS eCommerce Marketing Platform for segmentation and personalization based on shopping behavior.
Remarkety is best suited for eCommerce SMBs that want to take their email & SMS Marketing strategy to the next level and market-based on shopping behavior data and purchase history. The only Email & SMS marketing service that was built from the ground up for eCommerce. Remarkety is a multi-channel marketing automation service that integrates with all major eCommerce platforms with a one-click installation.
Remarkety is best suited for eCommerce SMBs that want to take their email & SMS Marketing strategy to the next level and market-based on shopping behavior data and purchase history. The only Email &...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
As the #1 rated CRM by QuickBooks users, Method:CRM streamlines your business from lead to repeat and everything in between.
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Wishpond is a platform of powerful tools for lead generation and marketing automation used by more than 5,000 businesses.
Wishpond's marketing automation platform makes it easy and affordable to nurture your website visitors and leads into sales. We enable you to automatically score and segment leads into lists based on activity and personal details, send personalized emails based on behavior, and much more.
Wishpond's marketing automation platform makes it easy and affordable to nurture your website visitors and leads into sales. We enable you to automatically score and segment leads into lists based on...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Pobuca Connect provides you with a unified company address book, which is easy to access and share with your coworkers.
Upgrade your team with a versatile contact management app, convert your multiple business contact lists into one unified address book and access it from the web, mobile, or even inside Outlook and Gmail. Add custom fields and tags to organize your contacts, track activities, set tasks, and automatically enrich your contacts using LinkedIn and email signatures. Trial and freemium version available to experience it today!
Upgrade your team with a versatile contact management app, convert your multiple business contact lists into one unified address book and access it from the web, mobile, or even inside Outlook and...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Avidian transforms Microsoft Outlook into a Sales Pipeline Management and Customer Relationship Management tool for sales teams.
Avidian transforms Microsoft Outlook into a Customer Relationship Management solution that sales and business teams actually use. Redundant data-entry, time away from selling, and lack of user adoption all lead to CRM failure. Why not combine the familiarity and ubiquity of Microsoft Outlook with a CRM? Avidian enables businesses to stay focused and in control of their data entry, while capturing whats needed to manage customers and grow the business.
Avidian transforms Microsoft Outlook into a Customer Relationship Management solution that sales and business teams actually use. Redundant data-entry, time away from selling, and lack of user...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Finally, manage your business stress-free, stay top-of-mind, and sell confidently.
Known as the most affordable and easy-to-use CRM for sales professionals and small businesses, LionDesk allows you to go from Lead to Close in a highly customizable platform. Starting at $25/Month. Its most popular features include video email and texting, automated lead follow up, task reminders, transaction management, and database segmentation.
Known as the most affordable and easy-to-use CRM for sales professionals and small businesses, LionDesk allows you to go from Lead to Close in a highly customizable platform. Starting at $25/Month....

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Most affordable complete CRM on the market. One time $99 cost per user. Very easy to use with optional add-ons for a tailored package
We believe that software should be a one time cost. InfoFlo includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales, task management solution and VoIP. It includes a Quick Books, Outlook and Google Sync.
We believe that software should be a one time cost. InfoFlo includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Infoflo is an easy to use CRM that is...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
CRM, projects, billing, helpdesk & more in the single online platform. Gmail, Outlook, Xero & Quickbooks integrations.
With integrated CRM, projects, billing, help desk, reporting and collaboration, WORK[etc] is the all-in-one cloud-based software solution to manage your growing business. WORKetc goes beyond what the average CRM can do by letting you manage and track all aspects of the entire customer lifecycle. WORK[etc] is there every step of the way -- from the initial sale through to quotes, projects, product delivery, invoicing, customer support, and that all-important follow up sale.
With integrated CRM, projects, billing, help desk, reporting and collaboration, WORK[etc] is the all-in-one cloud-based software solution to manage your growing business. WORKetc goes beyond what...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Run your own branded customer loyalty program. Recognize purchases and visits, increase customer retention and foster growth.
Run your own branded customer loyalty program! Recognize customers for spend, visits, activities and behaviors, increase customer retention and foster growth. You get an advanced loyalty program complete with incentive campaigns, a vast digital rewards catalog (including AMEX, MC and Amazon GC Rewards), built-in e-mail/sms communications and autopilot operation. Several interfaces to choose from, including Standalone Cloud/Web, Customer Kiosk, Mobile App or Vend POS and Square POS integrated.
Run your own branded customer loyalty program! Recognize customers for spend, visits, activities and behaviors, increase customer retention and foster growth. You get an advanced loyalty program...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Customer surveys, appointment questionnaires, patient referral management, and medical device tracking tools for healthcare.
Customer surveys, appointment questionnaires, patient referral management, and medical device tracking tools for healthcare.
Customer surveys, appointment questionnaires, patient referral management, and medical device tracking tools for healthcare.

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Think about it. Build it. Kintone's visual application builder lets you create and customize enterprise apps, zero coding required.
Your sales reps are coming up with lots of ideas for new sales apps, but they struggle to find IT support to turn them into a reality. Now your sales reps can turn their sales process ideas into apps fast. Using Kintone¿s visual app development tools, your sales reps can now customize their own sales processes, and build their own CRM apps.
Your sales reps are coming up with lots of ideas for new sales apps, but they struggle to find IT support to turn them into a reality. Now your sales reps can turn their sales process ideas into apps...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Gold-Vision CRM is an affordable, integrated and fully customisable Sales & Marketing platform for mid-market businesses.
Gold-Vision provides businesses with a simple-to-use, intuitive CRM solution that makes a real difference, whilst delivering great value for money. Automate sales and marketing processes, plan campaigns, manage leads and much more with the backing of our knowledgeable, in-house team of CRM and business experts. Let Gold-Vision CRM help your mid-market businesses do business, better.
Gold-Vision provides businesses with a simple-to-use, intuitive CRM solution that makes a real difference, whilst delivering great value for money. Automate sales and marketing processes, plan...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
ONE platform for staffing and consulting firms to manage sales, recruitment and human resources
Oorwin, a San Francisco-based SaaS platform, offers a fully-integrated ATS, CRM and HRMS platform to deliver efficiency and growth for staffing and consulting firms. Disrupting traditional practices in hiring, sales, and customer experience with its ease of use and simplicity, our unique platform integrates and streamlines processes across multiple teams and geographies. Oorwin currently serves hundreds of businesses across the United States, United Kingdom, Singapore, and India.
Oorwin, a San Francisco-based SaaS platform, offers a fully-integrated ATS, CRM and HRMS platform to deliver efficiency and growth for staffing and consulting firms. Disrupting traditional practices...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
SalesNOW is the Mobile & Online CRM Your Sales Team Will Love!! Designed to help your team to sell more, sell faster and work anywhere.
SalesNOW is the Mobile & Online CRM that your sales team will love!! Our award-winning CRM is designed to make you and your sales team significantly more productive, whether you run a small business or an enterprise sales team. And best of all, our SalesNOW Success Team will work with you to configure SalesNOW to best meet your business needs, import your data, train your team - all at no charge. And then we'll give you 30 days to put SalesNOW to the test. Phone & email support is always free.
SalesNOW is the Mobile & Online CRM that your sales team will love!! Our award-winning CRM is designed to make you and your sales team significantly more productive, whether you run a small business...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
A CRM where memberships, classes, events, retail + more can be purchased by customers through your app, website, in person, and online.
MyStudio enables customers to buy from you, anywhere and at any time. Memberships, events, trials, classes and retail can be purchased by customers through a customized member app, custom website, on all social media channels, and anywhere there is internet. Everything can be set up and launched within minutes of creating a MyStudio account.
MyStudio enables customers to buy from you, anywhere and at any time. Memberships, events, trials, classes and retail can be purchased by customers through a customized member app, custom website,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Streamline your sales, marketing and service processes to manage a complete customer journey on a single Creatio platform.
CRM Creatio is full-fledged solution for marketing, sales and service built on an intelligent low-code platform for process management and CRM. Midsize and large organizations can now efficiently manage the complete customer journey from lead to order, and to ongoing account maintenance. Creatio has been widely recognised by key industry analysts, including Gartner, Forrester, Nucleus Research, Ovum, ISM and received multiple prestigious awards.
CRM Creatio is full-fledged solution for marketing, sales and service built on an intelligent low-code platform for process management and CRM. Midsize and large organizations can now efficiently...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Improve your company by empowering your people to capture in-field intelligence that will help you grow and save you time.
Wingmate engages your field staff, on the go, to generate new sales, improve service & communicate in real-time. Our solution is comprised of a Mobile App for your staff on the move to capture/report intel and send it back to your team at the office. Our Simple CRM - management dashboard (Web-based CRM) enables two-way communication & tracking between both your sales staff and team in the field.
Wingmate engages your field staff, on the go, to generate new sales, improve service & communicate in real-time. Our solution is comprised of a Mobile App for your staff on the move to capture/report...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
The Sales CRM With Marketing Suite That Builds Rapport With You. The Better You're Supported The Faster You Can Grow Your Business.
With 100% of reviews recommending us to others, VipeCloud is the Sales And Marketing CRM that builds rapport with you. With our Sales CRM and Marketing Suite, combined with our culture of support, you and your team will rapidly accelerate growth. Empower your sales team to prioritize the hottest leads with pipeline management, workflow automation, lead scoring, estimates, QuickBooks integration, and more. Our industry-leading support team has your back every step of the way.
With 100% of reviews recommending us to others, VipeCloud is the Sales And Marketing CRM that builds rapport with you. With our Sales CRM and Marketing Suite, combined with our culture of support,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Mortgage and loan management solution that assists users with lead capture, listing alerts, loan document management, and more.
Mortgage and loan management solution that assists users with lead capture, listing alerts, loan document management, and more.
Mortgage and loan management solution that assists users with lead capture, listing alerts, loan document management, and more.

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Share contacts and address books with your team in Google Workspace (G Suite), Gmail, or mobile Contact app, just like you share docs!
Shared Contacts for Gmail enables Google Workspace (G-Suite) & Gmail users to create, manage, share team address books from anywhere (Gmail, Google Contacts, Mobile phones) - Define access permissions like you would do with a Google Doc - Access contacts shared with you from anywhere in your workspace (Gmail, Google Contacts, Calendar, Mobile phones) - When you compose or receive an email, see the information of senders & recipients (Company, Title, Notes...) & share them, like a CRM
Shared Contacts for Gmail enables Google Workspace (G-Suite) & Gmail users to create, manage, share team address books from anywhere (Gmail, Google Contacts, Mobile phones) - Define access permission...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
SPOTIO is the #1 Field Sales Acceleration platform to build pipeline, improve productivity, and increase sales performance
SPOTIO is a comprehensive outside sales software for field sales managers and reps. Delivered through an intuitive mobile application for sales reps in the field and an unprecedented desktop application for managers, SPOTIO centralizes sales team activity to enable insane productivity, increase revenue, and shorten sales cycles. SPOTIO was specifically designed for outside sales teams and is proven to increase field sales productivity by 46%. Check out a free demo today!
SPOTIO is a comprehensive outside sales software for field sales managers and reps. Delivered through an intuitive mobile application for sales reps in the field and an unprecedented desktop...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Streamline CRM productivity - view, create, sync Salesforce and Microsoft Dynamics CRM data with Outlook or IBM Notes.
LinkPoint Connect streamlines data entry and access by enabling users to instantly view CRM data within Microsoft Outlook and IBM Notes. Record emails, create new contacts, & sync content to the CRM from the email client. View contact, lead, and opportunity, data or record inbound/outbound emails to the CRM. Sync contacts, calendars, & tasks and work with custom objects. Integration available for Salesforce, Microsoft Dynamics CRM, and a variety of platforms built on Salesforce.
LinkPoint Connect streamlines data entry and access by enabling users to instantly view CRM data within Microsoft Outlook and IBM Notes. Record emails, create new contacts, & sync content to the CRM...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance.
FreeAgent is a complete CRM platform with robust work management. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more -- so every employee has workdays full of impact. Designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization.
FreeAgent is a complete CRM platform with robust work management. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more -- so every employee has...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Ontraport is an all-in-one platform designed to support business growth. All your features, functionality and power. All in one place.
Ontraport's all-in-one suite of features centers around a robust CRM and marketing automation system that interplays seamlessly with its built-in landing pages, email marketing, ecommerce and analytics tools, ultimately enabling businesses to give their customers streamlined, targeted experiences that bring results. The platform also offers membership site, referral program, sales force automation and business process automation features that power systemization and scaling.
Ontraport's all-in-one suite of features centers around a robust CRM and marketing automation system that interplays seamlessly with its built-in landing pages, email marketing, ecommerce and...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
An intelligent sales CRM that helps sales reps be more productive, increase their sales, and engage clients.
Salesmate helps businesses close more deals faster. Our easy-to-use interface and automated workflows let your sales team focus on the right deals at the right time. Never miss a beat and start closing more deals. Some of our hottest features: - Built-in Calling w/ Power Dialer - Customer Journey Automation - Email Drip Sequences - Workflow Automation - Meeting Scheduler - Web forms Give us a free test ride today and our friendly staff is ready to help you!
Salesmate helps businesses close more deals faster. Our easy-to-use interface and automated workflows let your sales team focus on the right deals at the right time. Never miss a beat and start...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Chime is the CRM, IDX website, and Lead Generation solution you've been looking for.
Chime is an all-in-one CRM solution suite. Our AI-powered platform empowers real estate professionals, teams, and brokerages with the tools they need to automate lead generation operations, drive conversions, and grow their business.
Chime is an all-in-one CRM solution suite. Our AI-powered platform empowers real estate professionals, teams, and brokerages with the tools they need to automate lead generation operations, drive...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
AEC firms grow revenue and decrease costs of winning business with Growth and Relationship Management for CRM, proposals, marketing.
Cosential helps commercial Architecture, Engineering and Construction (AEC) firms grow revenue, decrease costs of winning new business and end chaos with its Growth and Relationship Management software and services for CRM, proposal management, marketing and more. As the leader in the AEC industry, for 20+ years Cosential has helped over 1,000 AEC firms increase annual revenue by 1% or more and increase productivity in key business development processes by up to 50%. See a 30-minute demo.
Cosential helps commercial Architecture, Engineering and Construction (AEC) firms grow revenue, decrease costs of winning new business and end chaos with its Growth and Relationship Management...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification

CRM Software Buyers Guide

What is customer relationship management software?

Customer relationship management (CRM) software allows businesses to better manage customer interactions, support, and relationships through reliable systems and processes. It also integrates organizational processes across marketing, sales, and customer service.

The benefits of customer relationship management software

  • Easy access to customer data: A customer relationship management system includes a searchable database that allows users to access client and prospect information during meetings. Some solutions also let users sync information across multiple devices, offering them access to the most up-to-date information on customers from anywhere.
  • Streamlined processes through automation: Customer relationship management software lets users standardize different workflows and processes associated with sales, marketing, and customer support to increase coordination between these teams.
  • Actionable insights on business performance and customer behavior: Vendors of some customer relationship management tools offer analytics functionality, which allows users to create customizable dashboards and reports based on customer data. These reports help in segmenting customers, tracking revenue, and managing personalized campaigns.

Typical features of customer relationship management software

  • Contact management: Create a searchable database of customer and prospect information.
  • Track interactions: Document conversations with customers and prospects on different channels such as phone, email, live chat, or in-person.
  • Lead management: Track and manage leads throughout the customer lifecycle. This involves lead capture, storage, distribution, nurture, segmentation, and pipeline management.
  • Calendar/reminder system: Create reminders about calls or meetings and synchronize these with the user’s calendar. A user can also set reminders via desktop notifications, calendar notifications, emails, or text messages.
  • Document storage: Store, share, and manage documentation and paperwork.
  • Segmentation: Divide the customer base into groups based on attributes such as age, gender, location, and preferences in order to create targeted sales and marketing campaigns.

Considerations when purchasing customer relationship management software

  • Types of customer relationship management tools: A customer relationship management system falls into at least one of three buckets based on their functionalities: sales automation, marketing automation, and customer service and support. Sales automation solutions help users manage inventory, order processing, and sales reporting. Marketing automation solutions help users create and manage marketing campaigns. Customer service software helps track and manage customer queries. Users should assess their customer relationship management system needs and shortlist products that meet their specific needs.
  • Total cost of ownership: The market is flooded with solutions that offer different pricing models depending on functionality breadth and deployment options, among other factors. But these options also differ in the total cost of ownership, depending on multiple criteria such as mode of deployment (cloud-based vs. on-premise), training time and costs, implementation time, and technical support costs.
  • Data storage capabilities: Customer data is at the heart of a customer relationship management system. But the software also stores other data such as customer interactions, calendars, and campaign performance metrics. This makes adequate data storage a must-have when purchasing a solution. Buyers should assess their current data needs and estimate future needs.
  • Adoption of a social customer relationship management system is on the rise: Social media usage is growing faster than ever. According to the Global Digital Report 2019, there are currently about 3.5 billion active social media users, indicating a 9% year-on-year growth compared to 2018. To build a social media strategy, small businesses can use social customer relationship management software that helps them manage their social media channels, run marketing campaigns, and track campaign performance in real time. Capterra's customer relationship management software directory allows you to search for software by the desired feature, including social media integration.
  • AI is the future of small business customer relationship management tools: Small businesses are realizing the role that artificial intelligence (AI) can play in boosting the performance of customer relationship management software. According to a Salesforce survey, fast-growing SMBs are twice as likely to use AI when compared to slow-growing SMBs. An important application of AI in a customer relationship management system is chatbots: According to a Capterra technology trends report, 68% of small and midsize businesses are either currently using or plan to implement chatbots.