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Showing 281 - 300 of 479 Products

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

Nat logo

Nat

Personal CRM for relationship building 4 Based on 1 Ratings
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What is Nat and how does it work?

Stay in touch with the customers that matter to your business. Import your emails and meetings automatically from all your Gmail and GCalendar accounts. Import your full contact book to have everything in one place.

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

  • Features 71%
  • Reviews 71%
  • Momentum 64%
  • Popularity 70%

Nat Pricing

  • Free Trial Available
  • Starts at $12.00.
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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

ozma.io logo
Get Business Up and Running in Minutes! 5 Based on 2 Ratings
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What is ozma.io and how does it work?

ozma.io is a low-code platform for CRM and ERP solutions. It gives the ability to create beautiful reports with charts from multiple data sources and see the key metrics in one glance. The platform also has convenient boards with statuses, highlights and responsible employees. Furthermore, can customize the fields and highlight any issues with different colors. ozma.io stores any data for customers, orders, tasks for employees, suppliers, documents and more. Use templates to create contracts, invoices, accounts, consignment notes and warehouse labels from client cards or forms.

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

  • Features 78%
  • Reviews 65%
  • Momentum 65%
  • Popularity 71%

ozma.io Pricing

  • Free Trial Not Available
  • Starts at $25.00. Offers Free-forever and Custom plan.
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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

Salesmate logo
An elegant solution for expanding Sales 4.6 Based on 197 Ratings
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What is Salesmate and how does it work?

Salesmate is not just a tool, it's an ally for every sales-driven organization. With its state-of-the-art customer relationship and contact management capabilities, Salesmate stands at the forefront as a holistic solution for modern businesses. The software is adept at monitoring the sales pipeline, while its insightful analytics furnish sales teams with actionable data to optimize their strategies. Automation is at the heart of Salesmate, simplifying the sales tracking process and dramatically enhancing team productivity. Yet it doesn't end there. Salesmate amplifies email productivity and offers seamless communication with built-in VoIP calling. The convenience continues with responsive support available through live chat, ensuring answers are just a message away. Organizing meetings, appointments, and activities becomes a breeze, empowering teams to manage their schedules effectively. For lead management, Salesmate excels with its segment filter, which categorizes and prioritizes leads with unmatched precision. It also comes packed with additional features like a chrome extension, call recording, and a robust mobile app for sales on the go. Coupled with a host of third-party integrations, Salesmate emerges as a comprehensive, powerful, and intuitive sales companion designed to turbocharge a team's efficiency and results.

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

  • Features 99%
  • Reviews 86%
  • Momentum 61%
  • Popularity 78%

Salesmate Pricing

  • Free Trial Available
  • Starts at $23.0. Offers Custom plan.
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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

SuiteCRM logo
Powerful CRM Solution for Businesses 4.4 Based on 146 Ratings
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What is SuiteCRM and how does it work?

SutiCRM is a powerful cloud-based CRM platform that automates marketing, sales, support, and contracts. Businesses make use of the service to nurture new leads and maintain strong relationships with existing clients. It is a multi-sided Platform (MSP) that handles all the core business aspects from a single place. The tool is fully centralised and can be customised as per each business` needs. Since it is a cloud-based solution, the data is accessible to everyone instantaneously without any manual effort. Most of the repeated marketing activities can be taken care of by its marketing automation tool. It also helps in lead generation, sending promotional mailers, and does accurate lead assignment. The sales process is also automated in the tool which helps in quick collaboration, making it easier for the team to reach sales targets. Its reporting and analytics tool aids in gaining a deeper insight into the complete lead cycle, which helps in optimisation at each drop-off stage.

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

  • Features 97%
  • Reviews 78%
  • Momentum 65%
  • Popularity 78%

SuiteCRM 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

Twistoe logo
All-in-one CRM Software 5 Based on 1 Ratings
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What is Twistoe and how does it work?

Twistoe software is a platform used to track memberships & payments for business. The software offers tools to create rich templates based on target audience interest and reach them instantly through email, SMS or Whatsapp. Gain deep insights into lead tracking and lead conversation in minutes. It supports Mobile App.

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

  • Features 74%
  • Reviews 64%
  • Momentum 61%
  • Popularity 65%

Twistoe Pricing

  • Free Trial Not Available
  • Starts at $7500.00.
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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

Utiliko logo
All-in-one Business Management Solutions 4.9 Based on 8 Ratings
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What is Utiliko and how does it work?

Utiliko sotware is a platform used to automate business with leads. The software offers tools to manage estimates, invoices, support tickets, task management and more. Collaborate with your team, track tasks to monitor the performance of your team. Generate reports to measure the business revenue. Enterprenuers, 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 72%
  • Reviews 75%
  • Momentum 61%
  • Popularity 69%

Utiliko Pricing

  • Free Trial Available
  • Starts at $89.00.
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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

BPA CRM logo
Elevate the sales team's effectiveness and customer happiness 4.5 Based on 2 Ratings
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What is BPA CRM and how does it work?

BPA CRM is a Microsoft Office 365 app and software. This contemporary CRM and project management tool can run in the safe and reliable Office 365 cloud, utilising technology for real-time conversations, teleconferencing, collaborations, automation systems, reporting, and more. The software does not necessitate connecting to a third-party system. Furthermore, the software can be utilised on any device. Additionally, because BPA CRM is built on the Microsoft tools used by the majority of salespeople, enterprises may utilise it to enhance productivity with Microsoft Teams. The software offers a modern interface with flexible and inventive components that may be customised to meet a user's specific demands. Running the application on Teams increases productivity, allowing for faster choices with rapid conversations and access to CRM material while speaking. Furthermore, it enhances the goal of achieving maximum mail answers in time, which further improves client happiness.

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

  • Features 78%
  • Reviews 67%
  • Momentum 60%
  • Popularity 61%

BPA CRM 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

AdSystem logo
Ad Management Software 3 Based on 2 Ratings
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What is AdSystem and how does it work?

AdSystem software is a platform used to gain insights into business. The software offers tools to manage cash flow to recognize trends with a history of phone conversations and payments. Manage invoices to customers and track payments via portal. Measure the production workflows with tasks and track ads by production status. It integrates with PayPal, Authorize.net, 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 78%
  • Reviews 66%
  • Momentum 61%
  • Popularity 62%

AdSystem Pricing

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

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

CRM.me logo
A CRM Platform for Business 4.6 Based on 24 Ratings
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What is CRM.me and how does it work?

CRM.me software is an all-in-one tool to grow your business. The software offers tools to email templates to create drip marketing and nurture leads into opportunities. Collaborate with team to organize customer data and track products and services to visualize ROI. It integrates with Google, Outlook, and Exchange. 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 78%
  • Reviews 75%
  • Momentum 60%
  • Popularity 60%

CRM.me Pricing

  • Free Trial Available
  • Starts at $35.00.
Get Free Advice

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

Sell.Do logo
End-to-end Real Estate solution CRM 4.9 Based on 145 Ratings
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What is Sell.Do and how does it work?

Sell.do is India's leading sales & marketing automation platform for real estate business. We have a suite of Cloud-based sales and marketing automation products specially built for real estate business. By leveraging Machine Learning and Artificial Intelligence, we help our customers market smarter & sell faster. Our range of products covers complete sales and marketing cycle. The suite includes a CRM tool, sales automation, marketing automation, and advertising automation. Our products are being used by more than 500 businesses globally and have helped them take better and quicker decisions through intelligent processes and recommendations. The platforms have helped save millions of dollars in advertising money and drive over 10X sales growth for our customers.

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

  • Features 97%
  • Reviews 72%
  • Momentum 64%
  • Popularity 78%

Sell.Do Pricing

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

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

CRIISP logo
Capital Raising Platform for Any Business Write a Review
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What is CRIISP and how does it work?

CRIISP is an end-to-end SaaS platform for raising capital, accessing investors, engaging in Q&As, managing and tracking investor interest, and operating investment deal room. It is a one-stop-shop for capital raising and is powered by Wholesale Investor. The tool sports a simple and safe folder structure for documentation and lets users access a targeted investor marketplace. It promotes deal rooms and listings or users or can also make it invitation-only. Users can stay on top of their entire capital raising journey with a simple and efficient dashboard. They can also track engagement within their deal rooms and follow up with investor leads. This enables entrepreneurs to accept investment application forms and also send payment receipts. They can issue, track and store share certificates for successful investments. The platform is free of charge for investors. The objective is to help them by saving time, money and make their investment process more efficient.

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

  • Features 74%
  • Reviews 60%
  • Momentum 60%
  • Popularity 69%

CRIISP Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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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

Ryse CRM logo
Increase sales with CRM Write a Review
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What is Ryse CRM and how does it work?

Ryse CRM is a product of Illuminate Software Solutions. A cloud-based CRM software, lets you collect data, add notes and generate reports. The software offers GPS Monitoring to track all your field activities. A secure platform that can be accessed from desktop, tablet or mobile device. An offline support is also available.

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

  • Features 66%
  • Reviews 60%
  • Momentum 60%
  • Popularity 64%

Ryse CRM Pricing

  • Free Trial Not Available
  • Offers 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

eSalesTrack logo
A Web based CRM Software 5 Based on 9 Ratings
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What is eSalesTrack and how does it work?

eSalesTrack software is a platform used to automate sales pipelines for business. The software offers tools to manage customer and team details in real-time from any where at any time. Generate reports about progress of a campaigns with conversion rate and sales quota. 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 80%
  • Reviews 67%
  • Momentum 60%
  • Popularity 68%

eSalesTrack Pricing

  • Free Trial Available
  • Starts at $40.00.
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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

MyBusiness CRM logo
Online CRM Software 5 Based on 8 Ratings
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What is MyBusiness CRM and how does it work?

MyBusiness CRM software is an Online CRM Systems for business. The software offers tools like Inbound and Outbound call center to generate leads with customer interactions. Collaborate with team to automate workflows across agents. Generate reports to measure the performance of 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 78%
  • Reviews 69%
  • Momentum 60%
  • Popularity 67%

MyBusiness CRM Pricing

  • Free Trial Available
  • Offers Custom 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

ArcCRM logo
Customer Relationship Management for Small Business 4.5 Based on 2 Ratings
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What is ArcCRM and how does it work?

ArcCRM is a user-friendly and lightweight Customer Relationship Management (CRM) tool that enables sales, marketing, and service teams to collaborate on a single platform for exchanging customer information, managing leads, and identifying opportunities. This powerful CRM solution is designed to be action-based, guiding users through the next set of activities in a process sequence and enabling them to significantly improve client engagement. With ArcCRM, businesses can streamline their customer interactions and improve their overall efficiency. The platform provides a centralized hub for all customer-related data, making it easy to track interactions and manage customer relationships. With ArcCRM, businesses can maximize their customer engagement, boost sales, and improve customer satisfaction by providing a comprehensive, integrated platform for managing all customer interactions.

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

  • Features 74%
  • Reviews 65%
  • Momentum 61%
  • Popularity 61%

ArcCRM Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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74% 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

Interface 365 logo
Improve your relationship with clients Write a Review
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What is Interface 365 and how does it work?

Interface 365 is a centralized and cloud-based online CRM software that is designed for SMEs to help them in managing sales automation. The application enables its users to manage the relationships with their clients and further engage them in deals to generate revenue. The software allows its users to add tasks, select activities and save time significantly by assigning tasks to different users. One can set the due reminder date and time through the software. Users can also add projects, manage activities related to the project, make notes related to it, set reminders and make use of the opportunity by making the delivery on time. The software allows its users to keep, add and easily convert their potential contacts into the business while also doubling the lead generation, automating the load distribution and increasing the conversion rate by fostering the leads. Users can get real-time notifications that result in reducing the delay in work as the users can receive updates and notifications for tasks, emails, and new contacts. One can also manage their sales more effectively and smoothly through the software.

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

  • Features 72%
  • Reviews 60%
  • Momentum 60%
  • Popularity 73%

Interface 365 Pricing

  • Free Trial Available
  • Starts at $19.00.
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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

Sellxpert logo
Get a tech-based assistance Write a Review
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What is Sellxpert and how does it work?

Introducing Sellxpert the ultimate project management software for the real estate industry. Say goodbye to the chaos of managing multiple projects and inventory, and hello to a streamlined and efficient system that will revolutionize the way they work. Gone are the days of juggling spreadsheets, trying to keep track of countless properties and their status updates. With Sellxpert, they can easily manage all their projects in one centralized location. Whether it's plot management, township status, or any other project, this software is the perfect fit for all their needs. Say goodbye to the headache of disorganized project management and hello to a new level of organization and efficiency. But managing projects is only one part of the equation. The real estate industry is also notorious for its vast inventory and the constant updates of availability and unavailability. But fear not, because Sellxpert has they covered. This inventory management system seamlessly integrates with their project management, providing they with real-time updates on inventory availability and allocation. No more guessing or manually tracking inventory this software does it all for they. They know that as a professional in the real estate industry, their time is valuable. That's why they’ve designed Sellxpert to be easy and user-friendly, ensuring that they can focus on what really matters closing deals and growing their business. This software takes the stress and guesswork out of project and inventory management, allowing they to work smarter, not harder. But don't just take this word for it try Sellxpert for yourself and see the difference it can make in their business. With this software, they can increase efficiency, improve organization, and ultimately, boost their bottom line. So why wait? Start revolutionizing the way they manage their projects and inventory with Sellxpert today. Your business and their sanity will thank they.

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

  • Features 77%
  • Reviews 60%
  • Momentum 67%
  • Popularity 71%

Sellxpert 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

Bizex logo
All-in-one Business Management and Analytical Software Write a Review
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What is Bizex and how does it work?

Bizex is a business management platform with various tools to aid functions like HRM, Billing, Accounting, Inventory, CRM, Project, Meeting, and Expense Management. It features a geo-tagging based QR Code attendance system that is cost-effective and includes live tracking, payroll integration, and device ID lock-in. The software is also available on both iOS and Android devices for users to manage their business on-the-go. These apps also enable the organization to track the movement of the employee in pure-defined coordinates and client locations, automatically reflecting the same in their attendance. Employees can even create quotations and get them approved within the deadline from the concerned authorities. And with the Bizex Chatbots, salespeople can automatically qualify leads. A Quick Action Widget bifurcated documents and notifies users in case of any urgent files that need review. Other features include a customizable and mobile Customer Relationship Management system and Smart Expense Cards.

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

  • Features 78%
  • Reviews 60%
  • Momentum 60%
  • Popularity 72%

Bizex Pricing

  • Free Trial Available
  • Offers Custom plan.
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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

Blem CRM logo
Ultimate CRM solution 5 Based on 1 Ratings
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What is Blem CRM and how does it work?

Blem CRM is a revolutionary CRM solution that will enhance every customer connection and boost their business like never before. As a professional with a third-party perspective, they understand the importance of efficient and effective customer relationships. And that's where Blem comes in as their trusty partner in delivering game-changing CRM solutions, with Blem. This user-friendly platform streamlines all their customer interactions, giving they more time to focus on what matters to their business. Blem does everything from tracking customer data to managing sales and marketing efforts, allowing them to build stronger and long-lasting connections with their customers. Advanced features such as customer segmentation, personalized communication, and real-time analytics will take customer engagement to the next level. They'll have all the insights and tools they need to cater to each customer's unique needs and preferences, ensuring maximum satisfaction and loyalty.

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

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

Blem CRM Pricing

  • Free Trial Not Available
  • Offers Free-forever plan.
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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

CBS-CRM logo
Optimize customer relationships and drive growth Write a Review
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What is CBS-CRM and how does it work?

The data management module in CBS-CRM offers unparalleled flexibility through user-defined fields tailored to different customer types. By leveraging this capability, businesses can achieve high revenue through targeted sales calls while tracking comprehensive sales activity statistics. The platform also supports robust email marketing campaigns with the ability to create and maintain master lists for single email, single drip, and bulk drip campaigns. Additionally, CBS-CRM empowers businesses with comprehensive API integration services, enabling seamless connectivity between disparate systems to streamline processes and unlock the full potential of organizational data. Customization options ensure the CRM solution aligns perfectly with specific business processes and objectives. Furthermore, single-tenant setups provide enhanced performance and scalability, as resources are dedicated solely to one client. This combination of features makes CBS-CRM a powerful tool for any organization aiming to optimize its customer relationship management and drive business growth.

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

  • Features 81%
  • Reviews 60%
  • Momentum 60%
  • Popularity 66%

CBS-CRM Pricing

  • Free Trial Not Available
  • Starts at $11.19. Offers Free-forever 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
Nat Nat 78 4
ozma.io ozma.io 80 5
Salesmate Salesmate 92 4.6
SuiteCRM SuiteCRM 92 4.4
Twistoe Twistoe 75 5
Utiliko Utiliko 76 4.9
BPA CRM BPA CRM 76 4.5
AdSystem AdSystem 77 3
CRM.me CRM.me 77 4.6
Sell.Do Sell.Do 91 4.9

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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