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Showing 241 - 260 of 479 Products

91% 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

Kommo logo
Engage clients on every channel 4 Based on 29 Ratings
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What is Kommo and how does it work?

Kommo simplifies staying in touch with customers and getting their thoughts, insights, and reviews. This advanced platform allows users to quickly and efficiently engage clients across multiple channels including social media, web forms, emails, and surveys. Best of all, it’s easy to use and provides an intuitive user interface. Using Kommo users can easily collect data from customers that help guide their company's decision-making process. Get reliable analytics about their campaigns and understand which channels result in maximum engagement. Then use that knowledge to shape future interactions. With a better understanding of customer behavior users can measure success more accurately and make sure every penny is well spent. Plus, have peace of mind knowing that with Kommo their data is safe thanks to the rigorous security protocols we have in place! All files are uploaded securely to the servers with AES-256 encryption so users know it’s always secure. Leverage the power of artificial intelligence (AI) technologies such as natural language processing (NLP) to get even deeper insights into client feedback on their platforms! Choose a powerful platform like Kommo for engaging clients on every channel - we guarantee it will be worth the investment!

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

  • Features 97%
  • Reviews 66%
  • Momentum 67%
  • Popularity 78%

Kommo Pricing

  • Free Trial Available
  • Starts at $12.5.
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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

VS CRM logo
Boost your productivity Write a Review
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What is VS CRM and how does it work?

Are they looking to take their business to new heights? Are they tired of sifting through piles of paperwork and struggling to keep up with their customer contacts? Look no further than VS CRM, the ultimate solution for managing customer relationships and driving growth! This robust customer relationship management platform is specifically designed to assist companies of all sizes in effectively managing their customer contacts. Gone are the days of scattered spreadsheets and lost information. With VS CRM, they can streamline all their customer interactions into one intuitive and user-friendly platform. But that's not all - this cutting-edge CRM features are here to revolutionize the way they do business. With this automation capabilities, they can say goodbye to repetitive and time-consuming tasks. VS CRM will take care of it all, from scheduling appointments to sending out personalized follow-ups. Just imagine the time and energy they’ll save! Data is the new gold, and with VS CRM, they’ll be swimming in it. This platform gathers insightful data about their customers, giving they a deeper understanding of their preferences, behaviors, and needs. Armed with this knowledge, they can tailor their offerings and marketing strategies to maximize customer satisfaction and retention. Not only will VS CRM boost their productivity, but it will also spur corporate expansion. With this platform's efficient streamlining of processes, they can allocate their resources more effectively and focus on what truly matters - growing their business. No more wasting time on unnecessary paperwork or manual data entry. VS CRM has got they covered. In today's fast-paced and ever-changing business landscape, staying ahead of the game is crucial. That's why this team at VS CRM is constantly updating and enhancing this platform, ensuring that they have access to the latest features and functionalities. We are with they every step of the way, providing top-notch support and continuous improvement. So, if they’re a professional looking for an informative CRM solution, look no further than VS CRM. Unleash their business's full potential, automate their operations, and watch as their productivity skyrockets. It's time to take control of their customer relationships and drive the growth they’ve always dreamed of. Don't wait, get started with VS CRM today!

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

  • Features 76%
  • Reviews 60%
  • Momentum 62%
  • Popularity 64%

VS CRM Pricing

  • Free Trial Not Available
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79% 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

MangoCRM logo
All-in-one solution to manage customer solutions Write a Review
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What is MangoCRM and how does it work?

MangoCRM is an easy-to-use customer relationship management and billing platform that helps its users to manage all customer information and send invoices to get paid. The software enables its users to add physical products to their inventory or create services to generate bills for their customers. Users can delete, add, and manage all their team members from a single platform along with a 360-degree view of the entire business. MangoCRM enables easy list management where one can use tags in order to ensure that one can find the right contact at the right time. Users can make announcements and send notifications in order to keep the entire team and customers on the same page with company-wide announcements. The software enables users to create and deploy new services and products across all teams and also allows customers access to pay directly for the products or services. One can invite customers to log in and pay for the product and services through the software.

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

  • Features 80%
  • Reviews 60%
  • Momentum 61%
  • Popularity 72%

MangoCRM Pricing

  • Free Trial Available
  • Starts at $9.00.
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85% 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

ShootQ logo
A Photography Studio Software 4.1 Based on 15 Ratings
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What is ShootQ and how does it work?

ShootQ software is a Photography Studio Management platform used to organize business. The software offers templates for emails, questionnaires, and proposals for clients. Track progress of your leads and manage multiple Payment collection. Generate reports to measure analytics of business with products and services. Professionals, 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 89%
  • Reviews 71%
  • Momentum 61%
  • Popularity 78%

ShootQ Pricing

  • Free Trial Available
  • Starts at $24.00. 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

Knack logo
Simplify business management to reduce errors 4.4 Based on 13 Ratings
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What is Knack and how does it work?

Knack is a comprehensive business process management software that helps brands to focus on their efficiency levels and improve productivity in no time. It lets businesses face the organisational, sales and accounting challenges with more efficacy. With Knack, companies have registered more productivity and faster turnaround time from tasks and projects. The software uses automation to ensure reduced errors in projects and accounting. Furthermore, it can boost sales and improve customer relations, increasing the revenue of the company. Knack, designed by business owners, is equipped with several user-friendly features like team collaboration, CRM, automation etc. Knack Automation allows businesses to maximise efficiency by quickly scheduling invoices and generating automated reports. Generating quotes, invoices and accounting reports are no longer a hassle. The integrated CRM software provides a unified way to manage prospects, contacts and clients. Also, an integrated project management feature present within the same makes it easier for companies to keep track of time and tasks. Finally, Knack offers a seamless collaboration facility between teams.

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

  • Features 76%
  • Reviews 72%
  • Momentum 61%
  • Popularity 65%

Knack Pricing

  • Free Trial Not Available
  • Starts at $3.95. Offers Free-forever plan.
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91% 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

Microsoft Dynamics 365 for Sales logo
Integrates all your CRM function 3.6 Based on 1387 Ratings
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What is Microsoft Dynamics 365 for Sales and how does it work?

Dynamics CRM is a powerful software with a number of tools that help in making the customer-facing functions of business easier. Microsoft Dynamics CRM delivers a wide range of CRM via five individual apps - Customer Service, Sales, Field Service, Marketing, Project Service Automation that work in integration. It aims at centralizing customer informations, automating marketing informations, tracking sales opportunities, analyzing data and enabling a responsive customer service. All of these functions ensure that you are never out on any growth opportunity by maximizing your business relationships.

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

  • Features 99%
  • Reviews 81%
  • Momentum 64%
  • Popularity 71%

Microsoft Dynamics 365 for Sales Pricing

  • Free Trial Available
  • Starts at $65.00.
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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

Odoo CRM logo
Build, manage and scale customer based relationships in a seamless manner 4.3 Based on 121 Ratings
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What is Odoo CRM and how does it work?

Odoo CRM is an advanced CRM software that helps businesses with their sales opportunity enhancement and organisational efficiency management. Insights provided by the same help companies make smarter decisions in real-time, allowing users to create custom dashboards of their own and get access to quick information at a glance. Apart from that, detailed reports and flow charts are also available with the platform facilitating deeper data insights and real-time sharing protocols with fellow team members. Odoo CRM allows businesses to schedule activities based on sales scripts, inclusive of meetings, calls, quotations and mailing. Moreover, they can also gather required information about mail received, website, pages viewed, etc. For supervisors, a real-time overview of integrated performances, scheduled activities and team-based actions are of great help. At last, companies can also depend on the same to find out how they have performed as compared to pre-scheduled monthly targets.

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

  • Features 99%
  • Reviews 78%
  • Momentum 69%
  • Popularity 69%

Odoo 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

ZeyOS logo
A Business Application Software 4.3 Based on 3 Ratings
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What is ZeyOS and how does it work?

ZeyOS software is an All-in-one platform used to manage CRM, ERP and Groupware for business. The software offers tools to add rich and define custom form fields to track the information for teams. Collaborate with teams to search and download files on your mobile device. It integrates with Google Drive, Box.net, 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 75%
  • Reviews 68%
  • Momentum 61%
  • Popularity 72%

ZeyOS Pricing

  • Free Trial Not Available
  • Starts at $35.00. Offers Free-forever and Custom 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

Amwork logo
The world's first workspace builder Write a Review
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What is Amwork and how does it work?

Introducing Amwork, a cutting-edge workspace builder designed to cater to the unique needs of businesses and teams. With Amwork, they can streamline their business processes and bring all their essential tools and applications into one centralized platform, eliminating the need to use multiple disparate applications. This innovative solution empowers businesses to create a cohesive and efficient workspace that enhances collaboration, productivity, and communication among team members. Whether they need project management tools, communication channels, document sharing, or task tracking, Amwork has them covered. With its user-friendly interface and customizable features, Amwork allows businesses to tailor their workspace to their specific requirements, ensuring a seamless and organized workflow. Experience the convenience and effectiveness of a unified workspace with Amwork, the ultimate tool to enhance their team's productivity and streamline their business processes.

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

  • Features 86%
  • Reviews 60%
  • Momentum 62%
  • Popularity 62%

Amwork Pricing

  • Free Trial Available
  • Starts at $9.0. 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

Cliky CRM logo
Customer Relationship Management Software Write a Review
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What is Cliky CRM and how does it work?

Welcome to a new era of sales strategy with Cliky CRM, the ultimate solution for team collaboration and workflow management. Whether they're a seasoned sales professional or a newcomer to the industry, this all-in-one SaaS platform is designed to revolutionize the way you do business. With Cliky CRM, you can say goodbye to manual data entry and hello to the magic of automation. This advanced Cliky Magic feature streamlines their sales process, making it easier than ever to track leads, manage expenses, and hit their targets. And with Cliky Analytics, you'll have access to detailed insights and reporting that will give you a competitive edge in the market. But that's not all - Cliky CRM excels in Lead Management, offering automated alerting and strategic recommendations to help you close deals faster and more efficiently. This Sales Cloud for SFA takes field service management to the next level with Map Analytics, geo-tagging, offline data capture, and AI-enabled alerts that keep you ahead of the competition. Don't settle for average when you can have exceptional. Join the countless professionals who have already experienced the power of Cliky CRM and take their sales strategy to new heights. Experience the future of team collaboration and workflow management with Cliky CRM.

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

  • Features 82%
  • Reviews 60%
  • Momentum 65%
  • Popularity 65%

Cliky CRM Pricing

  • Free Trial Not Available
  • Starts at $11.10.
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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

8Demand logo
A CRM Tool for freelancers Write a Review
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What is 8Demand and how does it work?

8Demand software is a platform used to manage your customers to automate workflows. Customize your invoices with logo and the platform can be optimized for any device. Manage Online payments for customers via Stripe. Freelancers, Small companies make use of the software.

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

  • Features 68%
  • Reviews 60%
  • Momentum 62%
  • Popularity 62%

8Demand Pricing

  • Free Trial Not Available
  • Starts at $9.00. Offers Free-forever plan.
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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

Oracle Siebel logo
Improve Customer Experience with CRM 3.8 Based on 473 Ratings
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What is Oracle Siebel and how does it work?

Oracle Siebel is a comprehensive CRM application that helps businesses to personalize and enhance their customer experience. The application helps users to improve account planning, pipeline visibility and productivity from a single place. Businesses can collaborate across department wise teams, including service, marketing, inventory and finance to get a 360° view. Users get to plan, orchestrate and deliver actionable marketing insights customized to the needs of B2B and B2C organizations. The specialized features of Oracle Siebel include intelligent real-time optimization and dispatch of field service resources, inventory management, depot repair and service analytics. The solution also allows sales teams and calls centres to perform tasks efficiently, making it easy for customers to buy goods and services easily. Users can create customized and intuitive customer experiences with a set of flexible solutions that directly meet their business requirements. The CRM application has a metadata-driven architecture that enables rapid application design and powerful performance.

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

  • Features 96%
  • Reviews 79%
  • Momentum 62%
  • Popularity 64%

Oracle Siebel Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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70% 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

Vergify logo
All-in-one solution for better managing customer relations Write a Review
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What is Vergify and how does it work?

Vergify is a visual client management solution that can give you more insight into your business. Vergify’s key features include contact management, automatic addresses, client groups, calendaring and events, lead management, and notes, comments and follow ups. With Vergify, you can also create invoices by setting up a custom payment page that allows you to print and email invoices, and accept payments online for services you offer. Another feature Vergify offers is live chat, which can be customized to fit with your brand identity and business objectives. You can track how your agents are performing, and create reports to give you more information on what your customers are looking for. Vergify’s email marketing functionality allows you to create and design marketing campaigns, as well as schedule emails and campaigns in the future, and track the success of the campaigns you have been running.

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

  • Features 60%
  • Reviews 60%
  • Momentum 62%
  • Popularity 67%

Vergify Pricing

  • Free Trial Not Available
  • Starts at $50.00. Offers Free-forever 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

Assistive logo
Assisting sales teams achieve greatness 4.9 Based on 66 Ratings
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What is Assistive and how does it work?

Assistive is the perfect solution for sales teams that want to get the most out of their CRM setup. With one intuitive system, Assistive makes it simpler than ever before for sales people and teams to win more deals. This innovative software takes away all of the hassle associated with traditional CRMs, allowing salespeople to reduce their workload without sacrificing data quality or accuracy. The features included in Assistive make it possible for teams to enjoy effortless data collection, automated transactions and timely updates on customer information. It's a comprehensive approach to managing your client relationships quickly, securely and professionally every time. Thanks to Assistive, they can easily monitor important customer details such as contact history and monthly revenue numbers, giving team members access to the insights they need at their fingertips. Say goodbye to hours spent manually entering data Assistive automatic processes will take care of that tiresome task so they don't have to! Specializing in user-friendly CRM solutions, Assistive is the top choice when it comes to unblocking time-consuming data entry tasks from the workday so they can focus on what matters: closing deals faster and building strong customer relationships. Get in touch today and find out how they help change the current CRM setup for good!

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

  • Features 73%
  • Reviews 71%
  • Momentum 61%
  • Popularity 67%

Assistive Pricing

  • Free Trial Not Available
  • Starts at $8.00. Offers Free-forever and Custom plan.
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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

FreshLime logo
Personalized and Interactive Customer Engagement Platform 4.3 Based on 18 Ratings
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What is FreshLime and how does it work?

FreshLime is a customer engagement and retention platform that automates the engagement process and drives more customers to local and service-oriented businesses. Users can capture real-time customer data and send automated messages to the right people through the right devices. With advanced customer analytics, they can also understand customer behaviour and preferences with the help of powerful detailed reports. By segmenting customers into target groups, they can understand the frequency with which customers are likely to buy. Customer groups are termed as Single-Purchase Sallys, Occasional Ollies, and Loyal Larrys to grade their retention states. Businesses can boost their online reputation with automated request for customer reviews and notifications of real-time responses. Users can also easily measure service scores and track the performance of team members. All this makes it easy for customers to find the business on all leading platforms such as Google, Yelp, Facebook, etc.

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

  • Features 73%
  • Reviews 72%
  • Momentum 66%
  • Popularity 77%

FreshLime Pricing

  • Free Trial 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

workXmate logo
Manage Leads, Sales Team, Orders & After Sales Service Write a Review
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What is workXmate and how does it work?

workXmate provides Simple & Affordable B2B CRM Software to Manage Leads, Sales Team, Orders & After Sales Service. workXmate Simplifies the complexities of Business systems so that you can focus on your core business while ensuring that you are following the best practices of the industry leaders.

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

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

workXmate Pricing

  • Free Trial Available
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92% 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

GreenRope logo
CRM with Marketing Automation 4.4 Based on 332 Ratings
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What is GreenRope and how does it work?

GreenRope is a powerful and only Complete CRM providing powerful and easy to use marketing automation, email marketing, and social media integration.

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

  • Features 99%
  • Reviews 78%
  • Momentum 62%
  • Popularity 81%

GreenRope Pricing

  • Free Trial Available
  • Starts at $99.00. Offers Custom plan.
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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

Inperium Sell logo
A Sales CRM Software 5 Based on 3 Ratings
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What is Inperium Sell and how does it work?

Inperium Sell software is a CRM software to track and manage opportunities of the sales process. The software offers tools to manage customer communication channels like SMS and WhatsApp, and more. Collaborate with your team and can generate professional business proposals, sales quotes and invoices. It integrates with Zapier, Marketo, MailChimp, and more.

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

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

Inperium Sell Pricing

  • Free Trial Available
  • Starts at $24.99.
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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

Shadobooks logo
One Software. All Your Business Needs. Zero Hassle Write a Review
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What is Shadobooks and how does it work?

Shadobooks ERP is a powerful, all-in-one business management solution designed to simplify accounting, inventory, HR, sales, and operations for businesses of all sizes. With its user-friendly interface, cloud + offline functionality, and comprehensive features, it’s the ideal choice for SMBs, retailers, manufacturers, distributors, and service-based industries. Key Features: Automated Accounting: Invoicing, payments, tax reports (VAT/corporate), and financial tracking. Inventory & POS: Real-time stock management with integrated POS and CRM for seamless sales. Project & Costing: Track projects, budgets, and multi-cost centers effortlessly. HRMS: Payroll, attendance, and employee management in one place. Multi-Currency & Branches: Handle global transactions and multi-location operations. Customizable: Adapt reports, PDFs, and modules to your needs. Why Shadobooks? ✅ Affordable – Cost-effective vs. competitors like SAP or Oracle. ✅ Flexible – Works online/offline. ✅ All-in-One – Combines ERP, POS, CRM, and HRMS. ✅ Easy Adoption – Free training + 90-day trial. Perfect for business owners, accountants, and IT teams seeking a scalable, intuitive ERP.

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

  • Features 85%
  • Reviews 60%
  • Momentum 60%
  • Popularity 64%

Shadobooks Pricing

  • Free Trial Available
  • Offers Free-forever and 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

Tapdesk logo
Generates Leads for Business 5 Based on 21 Ratings
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What is Tapdesk and how does it work?

Tapdesk software is an all in one system used to manage sales process to the close of a deal. The software uses powerful machine learning and deep learning algorithms to find leads and engage customers with products. Collaborate with your team to measure the performance of workflows. It integrates with Slack, G Suite, 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 96%
  • Reviews 76%
  • Momentum 62%
  • Popularity 69%

Tapdesk Pricing

  • Free Trial Available
  • Starts at $29.99. Offers 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
Kommo Kommo 91 4
VS CRM VS CRM 77 0
MangoCRM MangoCRM 79 0
ShootQ ShootQ 85 4.1
Knack Knack 78 4.4
Microsoft Dynamics 365 for Sales Microsoft Dynamics 365 for Sales 91 3.6
Odoo CRM Odoo CRM 93 4.3
ZeyOS ZeyOS 78 4.3
Amwork Amwork 78 0
Cliky CRM Cliky CRM 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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