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Apply Filters
Showing 201 - 220 of 479 Products

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Tall Emu CRM logo
All your CRM requirements solved 4.4 Based on 17 Ratings
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What is Tall Emu CRM and how does it work?

Tall EMU CRM is a smart CRM software solution, developed for sales representatives, BDMS, and businesses of all sizes to improve growth efficiency and acquire a competitive advantage over the other rivals. It enables you to track clients, leads, possibilities, and projects on a single platform. With Tall EMU CRM, you can visualize your sales zone to quickly identify the finest chances and filter possibilities by location and availability. It offers prospect hunters that help you generate fresh leads by searching a geographic region, comparing them to your current data, and adding them to CRM swiftly. It also offers an easy online quote generator that lets you create stunning quotations in no time. Users can add groupings, photos, links, videos, and subtotals, then give consumers a link to see online through SMS or email. Users can track all inbound and outbound calls and offer crucial caller information without having to open the CRM. It additionally offers best-in-class inventory management capabilities of a costly ERP system that also enables your sales force to quote in real-time and complete more transactions.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 96%
  • Reviews 68%
  • Momentum 63%
  • Popularity 73%

Tall Emu CRM Pricing

  • Free Trial Available
  • Starts at $45.00.
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88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

AllClients logo
Manage Business with CRM software 4.6 Based on 30 Ratings
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What is AllClients and how does it work?

AllClients software is a Web-based CRM software to automate workflows. The software offers tools to manage Contact information, Notes, To-do’s, Appointments, and more. Group several client activities and each Team member has different permissions and access levels to the system. Create a step by step workflow for potential customers through your systematic processes.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 91%
  • Reviews 79%
  • Momentum 62%
  • Popularity 76%

AllClients Pricing

  • Free Trial Available
  • Starts at $29.00.
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82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

edge CRM logo
Manage Sales Pipeline in Minutes 4.7 Based on 58 Ratings
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What is edge CRM and how does it work?

edge CRM software used to optimize sales team’s productivity for business. The software offers a in-built Smart PDF Builder to create proposals, proforma invoices, bills and more in customized template designs. The AI-driven lead scoring used to measure the sales funnels with reminders to automate business workflows. Marketers, Small and Medium companies make use of the software.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 80%
  • Reviews 77%
  • Momentum 63%
  • Popularity 74%

edge CRM Pricing

  • Free Trial Available
  • Offers Custom plan.
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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

SpinOffice CRM logo
Customer Management Software 4.6 Based on 33 Ratings
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What is SpinOffice CRM and how does it work?

SpinOffice CRM software is a platform used to create a central database for all your customer-related information. Manage contacts, leads with notes, emails, files, and more. Add personalized document templates to manage tasks with filters and set reminders. Import the existing documents in PDF file formats. It integrates with Dropbox, MailChimp, and more. Marketers, Small and Medium companies make use of the software.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 93%
  • Reviews 76%
  • Momentum 62%
  • Popularity 73%

SpinOffice CRM Pricing

  • Free Trial Not Available
  • Starts at $27.50. Offers Free-forever plan.
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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Moskit logo
A CRM to Close Deals 4.5 Based on 2 Ratings
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What is Moskit and how does it work?

Moskit CRM stands at the forefront of sales process management by harnessing the conveniences of modern communication and the intelligence of AI. Integrated with WhatsApp, Moskit allows users to send, receive, and meticulously synchronize text and audio messages, ensuring no conversation detail slips through the cracks. This opens a gateway for a revolutionary approach to sales communications, backed by the powerful capabilities of ChatGPT, which aid in crafting personalized, efficient, and faster messaging. Moskit's impact spans enhancing service quality and boosting sales productivity through integrating business data and customized message templates directly into WhatsApp. These elements seamlessly sync with CRM systems, ensuring uniformity and effortless accessibility. Email correspondence remains integral; the platform facilitates crafting and sending emails using preset templates directly from the CRM. This cultivates increased team interaction and efficiency. Calls are effortlessly made, recorded, and their history tracked through the seamless integration with Zenvia. Even the creation of proposals is streamlined; negotiators can generate them automatically from ongoing discussions in the CRM, utilizing customizable templates that adapt to the unique needs of each enterprise. For operations based on product sales, Moskit provides optimized management by associating business records with the attributes of the products sold, offering users complete control of scheduled activities and empowering them to drive business success.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 97%
  • Reviews 69%
  • Momentum 63%
  • Popularity 78%

Moskit Pricing

  • Free Trial Available
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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Spin CRM logo
Sales CRM Software 4.6 Based on 10 Ratings
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What is Spin CRM and how does it work?

Spin CRM software is a platform used to manage your sales processes and track sales. The software offers tools to customize requests based upon the phases and descriptions. Collaborate with teams to prioritize tasks and measure the performance of business with revenue. It integrates with WooCommerce, G Suite, and more. Small, Medium companies make use of the software.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 93%
  • Reviews 73%
  • Momentum 61%
  • Popularity 71%

Spin CRM Pricing

  • Free Trial Not Available
  • Offers Free-forever plan.
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72% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Qerdos logo
Take control of your promotions with a flexible engine built for easy customization and management. Write a Review
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What is Qerdos and how does it work?

Qerdos offers a scalable and affordable solution for both global and smaller retailers.Create Unlimited, Custom Promotions Easily set up flexible promotion rules to design campaigns that resonate with your audience—driving loyalty, engagement, and conversions. Simplify Multi-Location Promotion Management Manage all your stores from one centralized platform. Eliminate complexity and maintain consistent execution across every location. Speed Up with Templates & Smart Testing Work faster with reusable promotion templates and robust testing tools. Fine-tune every detail and preview results before going live. Boost Sales with Smarter, Data-Driven Promotions Use actionable insights to build targeted campaigns that increase revenue and elevate the customer experience.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 71%
  • Reviews 60%
  • Momentum 60%
  • Popularity 60%

Qerdos Pricing

  • Free Trial Available
  • Starts at $49.0.
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sheetify CRM logo
All-In-One 'Functional' CRM & Business Toolkit Write a Review
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What is Sheetify CRM and how does it work?

Introducing Sheetify CRM, the ultimate solution for small and micro businesses in need of a functional CRM system. In today's competitive market, having a reliable and efficient CRM is crucial in order to streamline operations, nurture client relationships, and ultimately drive sales. And with Sheetify CRM, they can achieve all of this and more, without breaking the bank. What sets Sheetify CRM apart from the rest is its unbeatable affordability. With just one payment, they gain lifetime access and updates, ensuring that they are always equipped with the latest features and enhancements. No more worrying about expensive monthly subscriptions or surprise charges, Sheetify CRM offers a transparent and cost-effective solution for businesses of any size. But affordability doesn't mean compromising on features. Sheetify CRM offers a comprehensive suite of tools and capabilities, including client management, sales tracking, task management, and email marketing. With every aspect of their business consolidated into one platform, they can save time, eliminate manual data entry errors, and stay organized like never before. And that's not all - Sheetify CRM seamlessly integrates with the Google Tasks app, allowing they to effortlessly manage their sales, client, and recurring tasks, both on the Sheetify platform and through the convenient mobile or desktop app. Imagine the convenience of accessing their CRM and task management tools, all in one place! Join the thousands of satisfied users who have already discovered the power of Sheetify CRM. Whether they’re a freelancer, a small business owner, or an entrepreneur on the rise, Sheetify CRM is their secret weapon to success. Don't miss out on this incredible opportunity - revolutionize their business operations with Sheetify CRM today!

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 74%
  • Reviews 60%
  • Momentum 65%
  • Popularity 64%

Sheetify CRM Pricing

  • Free Trial Not Available
  • Starts at $67.00.
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86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

ClientLook logo
Commercial real estate CRM 4.1 Based on 13 Ratings
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What is ClientLook and how does it work?

ClientLook, a part of LightBox, is the unrivaled commercial real estate CRM that combines contact tracking, pipeline management and a client collaboration portal with property and listing management. The top-rated customer service and the easiest on-boarding process mean you could be using ClientLook in just minutes. They are the only training-free CRM software in the commercial real estate industry. It’s easy to track your company’s listings in the ClientLook commercial real estate CRM software. Effortlessly convert listings into comps.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 89%
  • Reviews 76%
  • Momentum 63%
  • Popularity 75%

ClientLook Pricing

  • Free Trial Available
  • Starts at $89.00.
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73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

DokaCRM logo
Contact management for small firms Write a Review
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What is DokaCRM and how does it work?

DokaCRM works as contact management that can be used by a small business to enhance the growth rate. It offers a better method to maintain your contacts, sales, and tasks. Everything mentioned above is performed on a single and robust platform. DokaCRM is not only affordable but is also easy to use and can be perfect for small business. In addition to that, it can aid users to improve customer happiness and also sign more deals. It comes with a simple screen from where you can track all of the information regarding a contact. Basically, DokaCRM is a flawless contact management software that comes with up to date lead management, which includes the contact info and status of the lead. Users can also add a note in order to enhance efficiency. Users can manage the leads by avoiding the confusion that the majority of the CRM's available in the market usually comes with. This software can be accessed without any sort of installation process from any device.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 69%
  • Reviews 60%
  • Momentum 62%
  • Popularity 62%

DokaCRM Pricing

  • Free Trial Available
  • Starts at $5.00.
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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

SalesCRM logo
A CRM Tool for Services Write a Review
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What is SalesCRM and how does it work?

SalesCRM software is a platform used to gain insights with customers and projects to streamline your agency. The software offers tools to manage accounts and their relevance to the vendor through our CRM application. Manage conversations with recurring reminders prior to milestones or deadlines for your executive or sales team. Generate reports with leads to automate opportunities for business. Marketers, Small and Medium companies make use of the software.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 74%
  • Reviews 60%
  • Momentum 66%
  • Popularity 68%

SalesCRM Pricing

  • Free Trial Available
  • Starts at $19.00. Offers Free-forever plan.
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82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

RapidStart CRM logo
Lowest Cost Possible 5 Based on 2 Ratings
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What is RapidStart CRM and how does it work?

RapidStart CRM is the ultimate tool for streamlining their business processes and maximizing efficiency. As the most affordable CRM solution on the Microsoft Stack, RapidStart CRM is a game-changer for small and medium-sized businesses, providing all the power of a robust CRM at a fraction of the cost. But that's not all. What makes RapidStart CRM truly stand out from the rest is its simplicity. Developed with valuable feedback from thousands of users, it is specifically designed to be user-friendly and easy to navigate. So they won't have to spend hours learning complicated systems or wasting time on excessive training. With RapidStart CRM, they can be up and running in just minutes, and that's what sets us apart from the competition. What's more, RapidStart CRM can be seamlessly integrated into their existing Outlook or Microsoft Teams environment, at no additional cost. This means they can access all the powerful features of RapidStart CRM without leaving their favorite productivity tools, making their work more efficient and effortless.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 89%
  • Reviews 67%
  • Momentum 61%
  • Popularity 66%

RapidStart CRM Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pipeliner CRM logo
Sales CRM Software 4.7 Based on 159 Ratings
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What is Pipeliner CRM and how does it work?

Pipeliner is a CRM designed especially for sales. It has a sales friendly interface and a built-in automation engine. The software offers uniform navigation to users, and every screen is logically organized to keep the user-focused. Users have an option to customize views if they don't like the default view. Users don't need to be from a technical background to use the software as admin. Anyone can administer the software and require no separate training or certification. The Pipeliner comes with instant dynamic visualized reporting, which lets users generate reports from anywhere in the system. Users can generate standard, pivot, and even advanced business intelligence reports. It also offers performance dashboard reports. The tool enables users to point and click interfaces to build processes, automate routine tasks, and increase efficiency. The software offers third party integration. The software is also available in the form of a mobile app, which increases users' efficiency and productivity. They can scan business cards and make voice to text notes effectively with the assistance of the tool.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 99%
  • Reviews 89%
  • Momentum 64%
  • Popularity 77%

Pipeliner CRM Pricing

  • Free Trial Available
  • Starts at $65.0.
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71% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Netfunda CRM logo
Customer relationship monitoring tool Write a Review
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What is Netfunda CRM and how does it work?

Netfunda CRM software helps in automating your online selling process and can boost your ecommerce objectives. Tracing sales potential, lead generation and maintaining suitable rapport with the customers are possible with the platform. You can directly funnel into your CRM system the vital data concerning your web visitors. Appropriate workflow automation can help minimizing sales transaction cycle time. Netfunda CRM features customizable dashboard and important sales analytics offering real-time data on your sales lineup. This software comes with in-built email integrations that works with IBM Lotus Notes, Microsoft Outlook and Gmail.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 68%
  • Reviews 60%
  • Momentum 60%
  • Popularity 65%

Netfunda CRM Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

WAPlus - WhatsApp CRM logo
Best Free WhatsApp CRM Tool Write a Review
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What is WAPlus - WhatsApp CRM and how does it work?

WAPlus is the ultimate solution for boosting your WhatsApp productivity. With the latest AI technique, the WAPlus CRM plugin takes the WhatsApp experience to the next level. This revolutionary tool provides a seamless integration with the WhatsApp web version, allowing them to manage customers and conversations effortlessly, all in one place. No more toggling between apps, no more wasting time. WAPlus is not just a productivity tool, it's a powerful assistant for them and the team. With its rich customer management tools, WAPlus helps them stay organized and on top of all their interactions on WhatsApp. From sales leads to support inquiries, WAPlus has them covered. And for small and medium-sized businesses, WAPlus is a game changer. These marketing automation and service automation features give them the edge they need to generate more business opportunities on WhatsApp.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 79%
  • Reviews 60%
  • Momentum 68%
  • Popularity 67%

WAPlus - WhatsApp CRM Pricing

  • Free Trial Not Available
  • Starts at $7.99. Offers Free-forever plan.
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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

KONDESK logo
Edu-immigration business more productive Write a Review
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What is KONDESK and how does it work?

KONDESK CRM specializes in providing solutions specifically tailored to the Education Immigration industry. They understand the unique needs and challenges of this industry, and we are dedicated to helping maximize the efficiency and success of business. This comprehensive suite of services includes lead management, task management, and more, allowing to easily track and manage customers and operations. This intuitive and user-friendly software allows to quickly and easily access data, view reports, and make changes to processes and systems. User can also create custom reports and track key metrics to monitor the progress of business. With KONDESK CRM, can rest assured that business is running as smoothly and efficiently as possible. They are dedicated to ensuring that Education Immigration business is successful and that have the support need to maximize its potential.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 76%
  • Reviews 60%
  • Momentum 65%
  • Popularity 65%

KONDESK Pricing

  • Free Trial Available
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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Black ICE CRM logo
Built Business with CRM Tools 5 Based on 2 Ratings
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What is Black ICE CRM and how does it work?

Black ICE CRM software is a platform used to manage business requirements with modules. The software offers tools to capture and store customer data with relevant information. Manage products, stock levels and services to suppliers or vendors to meet needs. Generate reports via dashboard to measure the business performances. Marketers, Small and Medium companies make use of the software.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 80%
  • Reviews 68%
  • Momentum 60%
  • Popularity 65%

Black ICE CRM Pricing

  • Free Trial Available
  • Starts at $35.00. Offers Custom plan.
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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Agile CRM logo
Gamification driven all-in-one CRM 4.4 Based on 25 Ratings
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What is Agile CRM and how does it work?

Agile CRM is a gamification-driven software that offers excellent customer relationship management functionalities as well. It can provide Marketing, Sales and Service automation in a single platform. The software comes featured with gamification features like collaboration tools, leaderboards or activity tracking and is perfectly suitable for sales. Free version and free trial of the software are available. It comes with three deployment options, which include Cloud, SaaS Web; Mobile - Android Native and Mobile-iOS Native. Besides gamification features, Agile CRM also features web analytics, contact management, telephony, sales tracking, marketing automation, two-way emails, etc.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 99%
  • Reviews 82%
  • Momentum 61%
  • Popularity 75%

Agile CRM Pricing

  • Free Trial Not Available
  • Starts at $8.99. Offers Free-forever plan.
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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

RAYNET CRM logo
Form a better relationship with customers 4.8 Based on 53 Ratings
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What is RAYNET CRM and how does it work?

RAYNET CRM is an online CRM system for properly managing customer data. The software has a search feature that allows you to keep track of new contacts, meetings, documents, crucial emails, complaints, and notes for all of your clients in one location. To automate operations, you can use this program to send emails and prepare a final document for your client. You can keep all of your information in one location. You may have an address book that actually works and allows you to quickly find and add new contacts. And you can use your phone to access it from anywhere. In one spot, you can access all of your customer relationship history, meetings, documents, important emails, complaints, and notes for each client. The functioning of RAYNET CRM is protected by Amazon Web Services, one of the world's largest and most modern IT infrastructures (AWS). Furthermore, unique login and password are required to gain access to the software. You can also choose two-factor authentication, password expiration, and password quality.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 95%
  • Reviews 75%
  • Momentum 65%
  • Popularity 76%

RAYNET CRM Pricing

  • Free Trial Available
  • Starts at $25.00.
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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

OroCRM logo
Better Customer Relationships, More Growth 4.9 Based on 8 Ratings
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What is OroCRM and how does it work?

ORO CRM is a customer relationship management software used to track leads for greater business prospects. Conversion optimization, sales growth, and customer pleasure are all possible with this programme.Segment campaigns based on email marketing conversion and use dashboards to track business performance. It works with Magento's Abandoned Cart module. The programme is designed for small and medium businesses.It has a variety of features such as – Accounts and Contacts Management using which you can monitor and manage all your accounts, client interactions, and information in one location thanks to its comprehensive but user-friendly design. OroCRM also syncs and updates customer profiles, merges accounts, and associates customer information across numerous channels, eliminating the need to deal with duplicate data.One of their most beneficial features is that 360degree view – it allows you to collect information from every client interaction, such as product views, email responses, and support tickets. Everything is also recorded across numerous touchpoints, including online B2B and B2C stores, as well as social media outlets.They provide a real-time dashboard to drive strategic actions by giving insights into business performance and KPIs.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 96%
  • Reviews 76%
  • Momentum 64%
  • Popularity 78%

OroCRM Pricing

  • Free Trial Not Available
  • Offers Free-forever and Custom plan.
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Pricing Insights for CRM Software

  • The Average Cost of a basic CRM Software plan is $25 per month.

  • 51% of CRM Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 20% offer a Freemium Model Allows users to access basic features at no cost..

List of CRM Software

PRODUCT NAME SW SCORE AGGREGATED RATINGS
Tall Emu CRM Tall Emu CRM 87 4.4
AllClients AllClients 88 4.6
edge CRM edge CRM 82 4.7
SpinOffice CRM SpinOffice CRM 87 4.6
Moskit Moskit 90 4.5
Spin CRM Spin CRM 87 4.6
Qerdos Qerdos 72 0
Sheetify CRM Sheetify CRM 76 0
ClientLook ClientLook 86 4.1
DokaCRM DokaCRM 73 0

Overview

A (Customer Relationship Management) CRM Software helps businesses to manage their relationship with the customers while also providing various tools and features to convert leads into sales. A CRM software is very effective for any business as it brings a number of sales, marketing, and customer-facing functions at one single screen. It also stores details about your customers to help you in handling them better and, thus, ensuring a healthy relationship with your customers.

CRM Software Buying Guide: A Comprehensive Overview

Customer Relationship Management (CRM) software serves as a centralized hub for customer data, empowering businesses to streamline interactions, enhance customer service, and drive sales growth. However, the abundance of available options can make choosing the right CRM overwhelming. This guide aims to simplify the selection process by outlining essential factors to consider.

Understanding CRM Software

CRM software acts as a comprehensive tool that assists businesses in managing customer information, tracking interactions, and automating various sales and marketing processes. By centralizing customer data, it ensures accessibility across departments such as sales, marketing, and customer service, fostering seamless collaboration and informed decision-making.

Key Features to Consider

When evaluating CRM software, focus on the following key features:

  • Contact and Lead Management: Efficiently organize and track customer information, including names, addresses, communication history, and lead progression through the sales pipeline.
  • Sales Automation: Streamline sales processes with features like pipeline management, sales forecasting, and opportunity tracking.
  • Marketing Automation: Automate email campaigns, manage multi-channel marketing efforts, and track campaign performance to optimize results.
  • Customer Service Management: Provide exceptional customer service through ticketing systems, knowledge bases, and self-service portals.
  • Reporting and Analytics: Generate insightful reports and visualize key metrics to gain actionable insights into customer behavior and sales trends.
  • Integration Capabilities: Ensure seamless integration with other essential business tools like email, social media, and accounting software.
  • Mobile Accessibility: Access crucial CRM features on the go with a dedicated mobile app or responsive design.

Choosing the Right CRM Software

When selecting a CRM, consider the following factors:

  • Business Size and Needs: Small businesses may benefit from a user-friendly CRM with essential features, while larger enterprises may require a more comprehensive solution with advanced functionalities.
  • User Experience: Prioritize a CRM with an intuitive interface and customizable workflows to minimize the learning curve and adapt to your specific business processes.
  • Cost: Evaluate pricing models, including subscription-based, one-time payment, or freemium options, and consider the total cost of ownership, including setup, training, and ongoing support.
  • Security: Ensure the CRM adheres to data protection regulations and provides robust user permission controls to safeguard sensitive customer information.
  • Vendor Reputation and Support: Research the vendor's track record and customer support options to ensure reliable assistance and a positive experience.

Implementing CRM Software

Successful CRM implementation involves several crucial steps:

  • Define Your Objectives: Clearly identify the business goals you aim to achieve with the CRM, such as improved customer satisfaction or increased sales efficiency.
  • Evaluate CRM Options: Based on your requirements, shortlist CRM solutions that offer the necessary features and fall within your budget.
  • Request Demos and Trials: Take advantage of free trials or request demos to experience the software's functionality firsthand.
  • Involve Stakeholders: Include representatives from sales, marketing, and customer service in the decision-making process to ensure the CRM meets the needs of all departments.
  • Plan for Implementation: Develop a comprehensive implementation plan that encompasses data migration, user training, and process setup within the CRM.
  • Monitor and Optimize: Continuously monitor the CRM's performance, gather feedback, and optimize its usage based on insights and results.

Popular CRM Options

Several popular CRM solutions cater to different business needs:

  • Salesforce: A highly customizable CRM suitable for large enterprises with complex requirements.
  • HubSpot CRM: A free and user-friendly CRM with robust marketing automation features, ideal for small to medium-sized businesses.
  • Zoho CRM: Offers a balance of features, ease of use, and affordability, making it suitable for small to medium-sized businesses seeking an all-in-one solution.
  • Microsoft Dynamics 365: A powerful CRM integrated with Microsoft's suite of products, making it a good choice for companies already utilizing Microsoft tools.
  • Pipedrive: A visually appealing and straightforward CRM with a focus on sales pipeline management, well-suited for sales-driven small businesses.

Conclusion

Choosing the right CRM software is a critical investment in optimizing customer relationships and fostering business growth. By understanding your business needs, evaluating key features, and considering factors like cost and vendor support, you can select a CRM that aligns with your current requirements and scales alongside your business. Remember to involve stakeholders, plan the implementation carefully, and continuously monitor and optimize the CRM to ensure its success in achieving your business goals.

Features

Typical Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

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