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Showing 221 - 240 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

SalesNOW logo
A Mobile CRM for Needs 4.6 Based on 84 Ratings
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What is SalesNOW and how does it work?

SalesNOW software is a platform used to manage productive sales teams in minutes. The software offers tools to find contacts and accounts with custom fields, advanced searches and filters. Collaborate with team to generate leads for business. It integrates with Outlook, GMail. 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 92%
  • Reviews 74%
  • Momentum 62%
  • Popularity 72%

SalesNOW Pricing

  • Free Trial Available
  • Starts at $19.95.
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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

SpinLessPlates logo
A Small Business Software 4 Based on 1 Ratings
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What is SpinLessPlates and how does it work?

SpinLessPlates software is an All-In-One software used to manage business. The software offers tools to manage contacts and streamline invoices one-click. Monitor new purchase orders and can store all your documents. Collaborate with teams to create schedules for managing each purchases with tasks listed for workflows.

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

  • Features 80%
  • Reviews 64%
  • Momentum 60%
  • Popularity 62%

SpinLessPlates Pricing

  • Free Trial Not Available
  • 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

Fat Free CRM logo
An Open-Source CRM Software 4.3 Based on 10 Ratings
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What is Fat Free CRM and how does it work?

Fat Free CRM is a Free software Ruby on Rails-based to optimize based experiences. The software offers tools like Campaigns, Contact lists, and opportunity tracking. Collaborate with team to measure the performance of workflows. Marketers, Small and Medium companies make use of the software.

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

  • Features 73%
  • Reviews 70%
  • Momentum 61%
  • Popularity 68%

Fat Free CRM Pricing

  • Free Trial Not Available
  • 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

ASPEC CRM logo
Sales Opportunity Made Simple 5 Based on 1 Ratings
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What is ASPEC CRM and how does it work?

ASPEC CRM is a fully-featured CRM system to manage business with complete marketing, sales, and customer support modules. Generate leads with campaigns to meet business goals. Collaborate with team with price lists, product descriptions for better customer experiences. It integrates with Salesforce, Microsoft Word, 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 80%
  • Reviews 69%
  • Momentum 60%
  • Popularity 62%

ASPEC CRM Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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77% 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

Lofty logo
Elevate Your Real Estate Game: Automate, Attract, Achieve with Lofty 4.4 Based on 485 Ratings
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What is Lofty and how does it work?

Lofty's AI-powered platform is designed to enhance productivity and facilitate rapid business growth for real estate professionals. This all-in-one solution offers a suite of innovative features, including intelligent IDX agent websites that effectively attract and capture leads, an AI-powered CRM that maximizes efficiency, and comprehensive lead generation programs that utilize multiple marketing channels to optimize return on investment. Additionally, Lofty automates social media marketing, generating posts based on listings, landing pages, and blogs, while its “Smart Plans” nurture leads to drive conversions. The Dynamic CMA feature provides custom-branded, interactive comparative market analyses that assist agents in securing listings. Furthermore, the AI Copilot functions as a dedicated partner, streamlining daily operations, while the AI Sales Essentials automates lead qualification and appointment setting. Collectively, Lofty empowers real estate professionals with the tools needed to enhance brand awareness, capture more leads, and convert them into successful transactions, making it the preferred choice in the industry.

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

  • Features 76%
  • Reviews 71%
  • Momentum 60%
  • Popularity 68%

Lofty Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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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

ClinchPad logo
Online sales CRM for small teams 4.7 Based on 6 Ratings
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What is ClinchPad and how does it work?

ClinchPad is a cloud-based sales management software for small businesses and helps in sales pipeline management, contact management, and reporting. In the sales pipeline view, leads are represented by cards and stages by columns. This view, inspired by Kanban boards, allows you to track the entire sales cycle and see where all leads are in the sales pipeline at a glance. Create multiple sales pipelines so that you can track different aspects of your sales process. Filter leads in a sales pipeline by users, products, sources, zones, contacts, or any combination of the above.

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

  • Features 90%
  • Reviews 75%
  • Momentum 62%
  • Popularity 74%

ClinchPad Pricing

  • Free Trial Not Available
  • Starts at $540.00.
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83% 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

hafooz logo
Improving Lead conversion rate Write a Review
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What is hafooz and how does it work?

hafooz is the ultimate sales tool that will revolutionize the way their team manages customer visits and sales data. This mobile-enabled platform is designed to make their sales process faster, smoother, and more efficient, putting everything they need right at their fingertips. With hafooz Revenue Cloud, they have access to a plethora of features with built-in automation that will take their sales game to the next level. Not only does hafooz make their sales process more efficient, but it also helps to increase their lead conversion rate. By leveraging AI technology, hafooz's Sales CRM platform helps their team close more deals and get more repeat business. They'll have all the data and insights they need to understand their customers and their buying behavior, giving they a competitive edge in the market. But hafooz isn't just about improving its sales numbers, it's also about keeping its customers happy. By providing a user-friendly and seamless experience, their customers will feel valued and appreciated. And they all know that happy customers lead to repeat business, positive reviews, and increased brand loyalty.

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

  • Features 92%
  • Reviews 60%
  • Momentum 66%
  • Popularity 65%

hafooz Pricing

  • Free Trial Available
  • Offers Free-forever plan.
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75% 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

Parma CRM logo
Empowering lasting business relationships Write a Review
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What is Parma CRM and how does it work?

In today’s fast-paced market, maintaining strong relationships with customers is essential for business success. Parma CRM embodies this principle with its minimalistic yet powerful approach to customer relationship management. Focusing on the core elements that truly matter, Parma assists businesses in remembering who their customers are, understanding their preferences, and keeping track of all interactions. With its straightforward and user-friendly interface, it combines contacts, notes, and reminders into a streamlined system. Its notes-based design allows for extensive capture of details, ensuring that no moment or touchpoint with a customer is ever lost. Post-meeting recaps are easily entered, so all interactions are preserved for future reference. Moreover, Parma takes proactive relationship management to the next level with automatic reminders to reconnect with clients. These reminders are smartly triggered based on the date of the last touch, guaranteeing that no customer feels neglected. Parma is, quite simply, the CRM solution for those who value simplicity, efficiency, and the personal touch in customer interactions.

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

  • Features 73%
  • Reviews 60%
  • Momentum 65%
  • Popularity 66%

Parma CRM Pricing

  • Free Trial Available
  • Starts at $8.00.
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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

INFOMAN eCRM logo
CRM for Automobile Industry Write a Review
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What is INFOMAN eCRM and how does it work?

Introducing INFOMAN eCRM an innovative Customer Relationship Management software that helps them make a solid bottom line with its strong revenue-boosting and cost-saving strategies. With INFOMAN eCRM, boost their revenues and profitability with our top-tier customer relationship management software. Perfect for boosting conversion rates and improving customer satisfaction, their organization can leverage the power of our cutting-edge technology to maximize ROI. Customize their customer experience with INFOMAN eCRM by featuring a mobile-friendly interface, segment their customer base for personalization, and take their organization to the next level with targeted marketing campaigns. Additionally, INFOMAN eCRM makes its customer management efforts easier and more efficient with automated processes, detailed analytics, and comprehensive customer hour data. Also, take advantage of cost-saving strategies available with INFOMAN eCRM. Streamline their customer data management, simplify customer loyalty programs, and deploy multilingual customer support with ease. As a result, they can reduce costs associated with time wastage and manual data entry while taking their customer relationship management to the next level. INFOMAN eCRM helps them achieve great results and maximize ROI. With its simple-to-use features and reliable customer data management, ensure the company stays top-of-mind and continually delivers the best experience to its customers. Try out INFOMAN eCRM and start boosting their bottom line today!

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

  • Features 69%
  • Reviews 60%
  • Momentum 61%
  • Popularity 61%

INFOMAN eCRM Pricing

  • Free Trial Not Available
  • Offers Custom plan.
Get Free Advice

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

Indemandly logo
A unique solution for conversion and lead generation Write a Review
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What is Indemandly and how does it work?

indemandly a tool more than Live chat for increasing conversions, and development of your business. The forms include message boxes, calendars, locations, multiple choice questions, payments fields, and more. Manage and respond to customers, template and drag & drop editor available for an automated flow of work. It integrates with Stripe, Stripe, Unsplash, MailChimp, Google/ Outlook calendars, and over 1000+ more apps.

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

  • Features 78%
  • Reviews 60%
  • Momentum 62%
  • Popularity 69%

Indemandly Pricing

  • Free Trial Available
  • Starts at $10.00. Offers Free-forever plan.
Get Free Advice

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

Xeno logo
Online Customer Service Tool with Live Responses Write a Review
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What is Xeno and how does it work?

Xeno functions as a real-time app for conversational sales that can help organizations in various activities related to marketing, sales, support, and feedback collection. By leveraging live responses, the tool can attract, convert, and retain customers easily. With a single and unified customer communication platform, lead management and customer support can be unified within seconds. By attracting new leads, users can easily keep their customers satisfied. It is simple to deploy and is easy to customize. And users who are looking to personalize the tool according to their brand can do so through the extended features. The tool includes a single shared team inbox that integrates the entire experience of customers, leads, partners, and team members on a single platform. It even includes a smart bot that automates various workflows. Other features include mobile-friendly, clean design, team-orientation, stripe integration, GDPR compliance, and more.

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

  • Features 77%
  • Reviews 60%
  • Momentum 61%
  • Popularity 70%

Xeno Pricing

  • Free Trial Available
  • Starts at $65.00.
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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

Xapsys logo
Simple to use ERP Integrated CRM Write a Review
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What is Xapsys and how does it work?

Xapsys is an innovative CRM system designed to address the common challenge of team member adoption and utilization. Many businesses face difficulty in integrating and utilizing CRM systems due to perceived complexity and inadequate returns on investment. However, Xapsys offers a comprehensive and streamlined solution to these issues by providing an integrated CRM system with workflow integrations. This enhances employee efficiency by allowing them to work on multiple tasks simultaneously while utilizing the full capabilities of the CRM system. By implementing Xapsys, businesses can expect to see a boost in productivity, as well as an increase in the adoption and utilization of the system by team members. With a user-friendly interface and customizable features, Xapsys is an ideal choice for businesses seeking a CRM system that maximizes their team's potential while streamlining their processes.

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

  • Features 78%
  • Reviews 60%
  • Momentum 67%
  • Popularity 71%

Xapsys Pricing

  • Free Trial Not 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

Pype Intelligent CRM logo
Generate Leads with CRM Software 5 Based on 2 Ratings
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What is Pype Intelligent CRM and how does it work?

Pype Intelligent CRM is a platform used to find qualified prospects, connect with them and close deals at scale. The software offers tools to manage contacts based on company and send personalized messaging via Email, SMS, Phone and Social Media Campaigns. The AI used to identify leads for sales teams to automate workflows.

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

  • Features 76%
  • Reviews 69%
  • Momentum 62%
  • Popularity 68%

Pype Intelligent CRM Pricing

  • Free Trial Available
  • Starts at $89.00.
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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

AscendixRE logo
CRM for Commercial Real Estate 4.4 Based on 9 Ratings
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What is AscendixRE and how does it work?

AscendixRE is an award-winning customer relationship management (CRM) system designed specifically for commercial real estate brokers. Created by real estate professionals for real estate professionals, AscendixRE puts the power of Commercial Real Estate at users' fingertips with all the features they need for success. AscendixRE on Salesforce® is a total CRM solution that allows brokers to efficiently prospect, automate, track, report and personalize the customer experience. Users can quickly create and manage leads, run targeted marketing campaigns and gain greater insight into their data with powerful reporting capabilities. The intuitive design and effortless navigation of the user interface allows for fast implementation and adoption. With AscendixRE, users can access powerful features such as AI-driven search and property analytics, voice-enabled signature and robotic process automation, automated marketing campaigns, and real-time analytics for improved decision-making. Additionally, the platform provides in-depth asset detail management, customizable contact records, shared team calendars, centralized collaboration portals and more. With AscendixRE, brokers can take their customer relationships to the next level and increase their productivity and efficiency. Get the most out of your Commercial Real Estate CRM with AscendixRE.

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

  • Features 76%
  • Reviews 67%
  • Momentum 62%
  • Popularity 64%

AscendixRE Pricing

  • Free Trial Not Available
  • Starts at $15.00.
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80% 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

WADeck logo
Elevate Business Communication with AI-Driven WhatsApp CRM Write a Review
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What is WADeck and how does it work?

WADeck's AI-Driven WhatsApp CRM offers a smart solution to elevate business communication. Leveraging ChatGPT AI, the platform allows businesses to tailor every customer interaction with AI-generated conversations and offers based on real-time data. Professionals can work smarter with their own AI assistant, optimizing CRM workflows, gaining valuable recommendations, and improving overall efficiency. The software organizes and manages contact conversations within customizable tabs, ensuring seamless coordination and productivity. Engage with your audience through rich media attachments and interactive buttons, delivering impactful messages that resonate with contacts. Personalized marketing messages can be sent to multiple WhatsApp contacts, maximizing reach and driving engagement. Dynamic bot-like reply automation efficiently handles repetitive conversations, saving time while continuously attracting users. Additionally, users can seamlessly post and update their WhatsApp Status directly from WhatsApp Web, managing it effortlessly from their desktop or laptop. WADeck's AI-Driven WhatsApp CRM stands out as a comprehensive and user-friendly tool, simplifying complex tasks and enabling businesses to focus on growth and content creation.

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

  • Features 83%
  • Reviews 60%
  • Momentum 61%
  • Popularity 65%

WADeck Pricing

  • Free Trial Not Available
  • Starts at $13.00. Offers Free-forever 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

Attio logo
Attio is the Future of CRM 4.8 Based on 12 Ratings
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What is Attio and how does it work?

Attio is reinventing customer relationship management for the modern business. As the CRM platform of the future, Attio goes beyond traditional CRM solutions by providing complete customizability, intuitive collaboration features, and unparalleled data-driven insights that adapt in real-time to how the business operates and evolves. With Attio, professionals can build a tailored CRM solution to match their organization's unique needs and processes without the restrictions of a rigid, one-size-fits-all system. The platform makes it simple to set up customized workflows, fields, and integrations that power productivity and alignment across teams. Data is seamlessly integrated from all business systems into one centralized hub that delivers actionable intelligence and unprecedented visibility into the entire customer lifecycle. Attio sets a new standard for CRM usability with an intuitive, user-friendly interface that minimizes training requirements and encourages natural collaboration. Team members can easily share relevant customer information in real-time, work together on accounts, and provide transparency across the organization. As a true next-generation CRM, Attio evolves alongside the needs of modern businesses.

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

  • Features 92%
  • Reviews 68%
  • Momentum 65%
  • Popularity 72%

Attio Pricing

  • Free Trial Not Available
  • Starts at $29.00. Offers Free-forever plan.
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93% 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

Method CRM logo
Capture and manage leads automatically 4.2 Based on 42 Ratings
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What is Method CRM and how does it work?

Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases etc., keeping customers engaged with timely follow-ups.

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

  • Features 98%
  • Reviews 85%
  • Momentum 64%
  • Popularity 77%

Method CRM Pricing

  • Free Trial Available
  • Starts at $25.0.
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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

webCRM logo
Improved technology for Customer Relationship Management (CRM) 4.6 Based on 36 Ratings
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What is webCRM and how does it work?

webCRM is a software that helps with improved CRM. Enterprises can use the software for nurturing customer relationships besides increasing revenues. It also analyses the performance and gives insights into improvable segments. It is further beneficial in managing the practical tasks of the sales team. Additionally, the software keeps tracking the tasks throughout the day. It remembers followups and merges email broadcasts with the call lists. It gathers the to-dos and manages the task of the sales team efficiently. Besides managing tasks, the software has several analysing tools that segment e-mail broadcasts. The software can also be used for integrating with an existing ERP system. This helps in getting rid of numerous duplicated work in the accounting department and sales team. Irrespective of the size of the business the software and its application is easily customisable according to the necessity. From small to large suites, the software can be integrated easily.

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

  • Features 94%
  • Reviews 80%
  • Momentum 61%
  • Popularity 70%

webCRM Pricing

  • Free Trial Available
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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

Atendare logo
Manage Sales with CRM System 4.7 Based on 3 Ratings
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What is Atendare and how does it work?

Atendare combines the power of CRM and marketing automation to streamline productivity and supercharge revenue across all teams. This all-in-one solution provides easy, centralized access to a suite of crucial functions – emails, tasks, calls, proposals, notes, documents, client interactions and more – all aimed at increasing team productivity and enhancing customer service. With the capability to generate polished proposals in a few clicks using customizable templates, Atendare removes the risk of human error and turbocharges salesperson efficiency. Automation takes center stage as repetitive manual tasks become a thing of the past, freeing up valuable time for the team to focus on optimizing the sales process. Drive higher conversion rates with stunning landing pages, crafted within Atendare, and leverage targeted email marketing campaigns to nurture leads and delight customers, while maintaining a personalized touch through advanced segmentation strategies. Achieve and exceed performance milestones by setting clear goals, and dissect the sales process with insightful indicators and metrics provided by Atendare, enabling to make bold, data-driven decisions. Demonstrating return on investment is straightforward and convincing, as Atendare lays out the efficacy of the strategies in clear, actionable data. Elevate the business to new heights with Atendare – where productivity meets efficiency, and revenue growth becomes a tangible reality.

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

  • Features 95%
  • Reviews 70%
  • Momentum 61%
  • Popularity 79%

Atendare 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

ChannelOnline logo
Sales Quoting Made Simple 3.9 Based on 14 Ratings
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What is ChannelOnline and how does it work?

ChannelOnline software is a platform used to streamline key business processes. The software offers built-in CRM functionality tools to manage quotes, contacts, shipping preferences, notes, order history, pricing, and other important details. Collaborate with team to create sales documents with purchase orders and receive updates from one application. 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 75%
  • Momentum 64%
  • Popularity 65%

ChannelOnline Pricing

  • Free Trial Not Available
  • Offers Custom plan.
Get Free Advice

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
SalesNOW SalesNOW 87 4.6
SpinLessPlates SpinLessPlates 78 4
Fat Free CRM Fat Free CRM 78 4.3
ASPEC CRM ASPEC CRM 78 5
Lofty Lofty 77 4.4
ClinchPad ClinchPad 86 4.7
hafooz hafooz 83 0
Parma CRM Parma CRM 75 0
INFOMAN eCRM INFOMAN eCRM 72 0
Indemandly Indemandly 78 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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