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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
What is Lucep and how does it work?
Lucep is a CRM software for effective online generation of leads. The software offers functions such as Instant response to customer inquiries within the first 5 minutes and receives notifications with click to call system for a callback, to generate customized responses. Lucep’s Artificial Intelligence Sales Gorilla engages your website's visitors, and increases lead conversion and sales opportunities. A dashboard is available to monitor analytics and reports to automate. The software is used by sales organizations for Small to Large Enterprises.
Read moreSW Score Breakdown
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
What is Dex and how does it work?
Dex is a personal Customer Relationship Management (CRM) tool that helps user never forget to keep in touch with contacts. It provides reminders and notifications to ensure that reach out to important contacts when should. With Dex, can easily track the timeline of interactions with each contact. It allows to store important details from conversations, giving the ability to recall them quickly and easily. User can also organize contacts into groups, and add further details using custom fields. By using Dex, can be sure that never forget to keep in touch with contacts.
Read moreSW Score Breakdown
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
What is VinSolutions Connect CRM and how does it work?
VinSolutions Connect CRM helps car dealers to streamline their customers’ car buying process and provide them with an ultimate car shopping experience. The software makes it easy for users to connect and communicate with their customers anytime, anywhere. It offers car dealers fully customisable sales lead reports that help them to make informed management decisions quickly. VinSolutions Connect CRM can be used to create targeted and automated marketing campaigns that return timely and high-value sales and provide the best services to individual customers. The software comes with a Document Library that enables car dealers to reduce the security risks that emerge due to incomplete or wrong paperwork. With Data Appends, users can maintain their database automatically. VinSolutions Connect CRM is capable of automatically updating customer lead records with current contact information and resolving duplicate customer records. Moreover, the software also enables car dealers to log, record, review and track customer sales calls which brings accountability among the team members.
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VinSolutions Connect CRM Pricing
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
What is Cloudmango and how does it work?
Cloudmango is an invoicing and CRM software designed solely for small businesses and freelancers. It helps streamline the process of invoice generation and expense tracking, ensuring you spend less time on mundane paperwork and still create professional-looking invoices and estimates for your clients. The smart accounting feature not only ensures that you get paid for the services or goods you offer but also that all your income and expenditure is duly documented. This comes in handy when filing taxes and also gives your brand image a boost. The easy-to-use CRM of Cloudmango also helps you follow up on deals, leads, and productivity using its intuitive interface. Most importantly, it tracks your expenses periodically and helps you take stock of your financial health and devise business growth plans accordingly. Cloudmango also processes all your financial data into meaningful reports that be used to maintain financial records as well as shared with auditors and other stakeholders.
Read moreSW Score Breakdown
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
What is Zingy Sales and how does it work?
Zingy Sales is an AI-powered CRM that aims to make the sales process easier and more intelligent. One of Zingy Sales’ most interesting and unique feature is its conversational A.I. interface. This interface analyzes each sales opportunity and automatically recommends a next best action, as well as moving the sale on without human intervention. This is aimed at helping automate time-consuming manual tasks. Zingy Sales includes a built-in phone for one-touch calls. All call activities are logged automatically. This software also features lead scoring functionality that allows you to filter leads by website, call interactions, email, and product, and prioritize leads accordingly. Zingy Sales enables better collaboration between the sales and marketing teams. It also provides salespeople with alerts when they should be following up with clients, and analyzes data such as inventory, customer service history, demographics, and policies to recommend which actions the sales staff should take at this time.
Read moreSW Score Breakdown
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
What is 90degree Team Task and how does it work?
90degree Team Task software is a platform used to manage sales in minutes. The software offers tools to manage contacts, leads, opportunities and clients. Manage tasks with meetings and dynamic business needs. Generate reports to measure business performance and Export Data in PDF, XLS, Doc file formats. Marketers, Small, Medium companies make use of the software.
Read moreSW Score Breakdown
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
What is Salesflare and how does it work?
Salesflare is a niche tool for small and medium-sized business owners operating with a B2B model and works as a complete CRM tool for them. It provides the data inputs that reps need for their selling so that they can focus more on their core capabilities. It boosts their productivity by automatically assisting them with every follow-up opportunity. Users can collaborate quickly with prospects since the tool shows what was discussed with every prospect in past meetings or calls. Salesflare can also plugin other tools into the existing technological ecosystem. Leading apps and platforms that the tool can integrate with include Gmail, Office 365, Exchange, iCloud, PieSync, and Zapier. Users can use fully automated contact and company information since the tool can seamlessly gather such information from emails, email signatures, social profiles, and more. And when tasks are complete, Salesflare automatically reports them by connecting to calendars and mobile phones to log meetings.
Read moreSW Score Breakdown
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
What is REI Automated CRM and how does it work?
REI Automated revolutionizes CRM management by removing tedious tasks, allowing users to focus on closing deals more consistently. This flexible, highly customizable platform adapts to every aspect of your CRM deployment, making it the ultimate tool for saving time and money. Designed to streamline lead engagement, acquisition processes, and follow-ups, REI Automated features a built-in phone system with crystal-clear call recording for seamless communication. Drip campaigns are easily managed through automated email, text, and ringless voicemail follow-ups, ensuring prospects and clients stay engaged. Additionally, users benefit from an extensive training library with video tutorials to help teams customize their experience and maximize efficiency. By providing precise KPI tracking, the system enables businesses to measure performance and accelerate growth effectively. REI Automated is the ideal solution for professionals seeking to simplify CRM management while fostering meaningful connections with prospects and clients.
Read moreSW Score Breakdown
81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is SimpleCRM and how does it work?
SimpleCRM software is a platform used to drive sales and grow revenue with digital marketing tools. The software offers a Customer360 view to provide omni-channel customer experience to retain customer base with AI-powered chatbots. The compliance tool used to meet changing needs of product roadmap. Small, Medium companies make use of the software.
Read moreSW Score Breakdown
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
What is Notion Personal CRM and how does it work?
Notion Personal CRM is an easiest way to keep tracking the contacts and related conversations. This tool for organizational harmony that helps to filter through the often chaotic world of networking! This template is the perfect solution to increase productivity and ensure that all of the contacts are where and when need them. With Notion Personal CRM, contact management is a breeze. Without leaving the comfort of one page, keep track of things like people’s names and contact details, past conversations and notes from meetings, plus any follow-up tasks or action items that need to be done. With everything laid out in front of , never forget what was discussed or needed to be done afterwards!
Read moreSW Score Breakdown
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
What is Adsoup and how does it work?
Adsoup’s combination of live chat and CRM enables you to better generate and nurture leads, all from one unified dashboard. You can install Adsoup on as many sites as you like so you can always connect with and contact your customers, and plug them into the CRM and sales reporting tool. This includes Facebook pages, Twitter direct messages, LINE, text messages, WhatsApp, and your company email account. Using Adsoup, you are able to bring together all your leads and inquiries into one centralized location, as well as merge chats from different places and channels into one single thread. You can then decide how you want to respond and in which channel according to the information you have on previous interactions. Adsoup also includes task management functionality, which enables you to drag and drop tasks to add and prioritize them. The tool also notifies you of new messages from customers in the app, on your desktop, or on your mobile device.
Read moreSW Score Breakdown
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
What is TASKDESKS CRM and how does it work?
Taskdesks is a CRM platform that focuses on giving users pan organization connectivity across various functions such as sales, customer service, marketing, and business development. This empowers them to drive better customer relationships and interactions. Users can build loyalty among their customers, grow their sales, access detailed information about customers and leads, and know the history of the particular deals and projects. Across various projects, they can easily visualise tasks and progress in the form of Kanban boards, list views, and table views. With more visibility about every customer and project, more leads can be closed, proposals can be easily tracked, and the sales cycle can be organised on end-to-end sales. Taskdesks comes with a free plan of 15 days for a single user and one guest user. This includes all the features of the CRM. Users can then upgrade to the Standard Plan that allows unlimited number of guest users.
Read moreSW Score Breakdown
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
What is Toolyt SFA and how does it work?
Toolyt is an intelligent mobile assistant that enables its users to legitimize their field sales and increase productivity. The software is an all in one quick fix for the sales team of the user. The artificial intelligence-enabled actionable insights provided by the software helps the users to focus on generating more potential customers. One can boost one’s productivity by allowing gamification and leaderboard with the help of several customizable KPIs. Users can enhance their adoption through interactive nuggets, which enables them to record feedback and plan activities accordingly. The software enables its users to stay connected and provide assistance to the team in the field in real-time. Users can generate leads through the recommendation provided by the software while also getting 360-degree hashtags and views. Toolyt allows its users to plan their sales campaigns and optimize the route while generating actionable insights in real-time. The software helps users to create intelligent workflows and manage the business better.
Read moreSW Score Breakdown
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
What is Archiz CRM and how does it work?
Archiz CRM software is a CRM software used to automate workflows of business. Capture customer data, track leads to measure opportunities to raise revenue. Engage your clients with appointments and meetings to visualize pipeline deals. Generate reports to gain insights with curriculum and share the progress with the stakeholders. Small, Medium companies make use of the software.
Read moreSW Score Breakdown
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
What is Bpod and how does it work?
Bpod software is a platform used to grow your business. The software offers tools to manage accounts with invoices to automate customers orders for workflows. Collaborate with your teams to manage leads and can track performance with reports. Marketers, Small and Medium companies make use of the software.
SW Score Breakdown
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
What is EduAgent CRM and how does it work?
EduAgent CRM software is a platform used to manage partners to grow your study abroad business. The software offers tools to enroll students with your partner schools to achieve your business goals. Collaborate with team to measure the optimal processes for supporting prospective students through the application process. Education Sectors make use of the software.
Read moreSW Score Breakdown
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
What is Simple Prospect and how does it work?
Simple Prospect, the best CRM App for MLM is free to download and use the premium features as well for a limited time. Let us be a Genie for your Sales or Network marketing business so you can spend less time managing your prospect and more time building your future which is what matters anyway. Just because you are using technology does not mean it has to be complicated and that was what we strive for.
Read moreSW Score Breakdown
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
What is Capsule and how does it work?
Capsule is an online CRM software that incorporates a simple visual interface into a powerful CRM system. It works towards building a database with vital information of customers available at the user’s fingertip, from tracking sales to keeping a track of all the contacts which essentially gives its users a birds-eye view of everything they need to deliver a more personal experience to their customers. Companies can achieve a higher number in sales with the option to tailor their own pipelines, granting them the complete dashboard which indicates minute details like potential values and where they stand in the pipeline. This makes taking the next decisive step pretty easy. Capsule’s features include a simple and intuitive customer index within a visual overview of entire sales pipelines, aiding companies to keep a track of where their sales stand as they scale and grow. The software makes sure that not a single open sales opportunity is missed. Users can use features like Milestones to measure up their possible future sales prospects against the factors that are dialed in automatically by the software. Capsule helps team members to have the visibility and the clarity to create their own sales pipelines, making the operations clearer and easier for businesses.
Read moreSW Score Breakdown
94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is NetHunt CRM and how does it work?
NetHunt is a Gmail CRM for small and medium sized businesses which aims at making your relations as simple as possible. Its live collaboration feature allows all your team members to receive live and instant updates regarding all the changes inside the Records. With NetHunt Cloud feature, you can run your business 24/7 from anywhere in the world using any device that has Internet. It is also flexible and allows you to modify and structure records in the way that suits your business the best. NetHunt CRM also takes your privacy and security of the information very seriously and makes sure you have control over the information shared.
Read moreSW Score Breakdown
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
What is SecretActionCRM and how does it work?
SecretActionCRM is a Customer Relationship Management (CRM) software for sales, marketing, and gamification. The tool places a focus on the simplicity of use and software smartness. It combines CRM and work management tools in a neat package. There are four tabs in the software where users can browse active due works, future works, completed works, and canceled works. Users can even search for a specific customer or work. The tool also helps users with basic and advanced marketing functions and collects customer information such as name, mobile number, and email without duplicate data. Users can create email or text campaigns in the panel and send texts or notifications to any customer individually, which can be generated by the tool automatically. It is possible for users to track their teams' working times using the optional clock-in and clock-off feature. Users can also change the status of their open tasks to completed or canceled and can even add notes.
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The Average Cost of a basic CRM Software plan is $25 per month.
51% of CRM Software offer a Free Trial , while 20% offer a Freemium Model .
| PRODUCT NAME | SW SCORE | AGGREGATED RATINGS |
|---|---|---|
Lucep
|
80 | 4.8 |
Dex
|
75 | 0 |
VinSolutions Connect CRM
|
79 | 4.4 |
Cloudmango
|
74 | 0 |
Zingy Sales
|
77 | 0 |
90degree Team Task
|
80 | 4.2 |
Salesflare
|
93 | 4.8 |
REI Automated CRM
|
75 | 0 |
SimpleCRM
|
81 | 4.4 |
Notion Personal CRM
|
74 | 0 |
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.
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.
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.
When evaluating CRM software, focus on the following key features:
When selecting a CRM, consider the following factors:
Successful CRM implementation involves several crucial steps:
Several popular CRM solutions cater to different business needs:
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.
Typical Features
Allows to synchronize with other systems for up-to-date information across platforms
Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
Streamlined management of the sales cycle from lead to close
Helps to assign, manage sales territories and conveniently track their progress
Provides insightful reports and important business metrics to track and measure the outcomes and progress.
Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
Interactive tools meant to make the application highly collaborative and encourage teamwork
A systemized and organized way of managing all your leads and their conversation.
Create effective sales proposals by generating multiple quotes per opportunity
Enables management of multiple lists and communications with them
Ensures after-sales interactions with your customers and solve queries related to your products and services
Develop customer relationships, automate marketing programs and measure your marketing ROI
Track and manage your referred customers.
Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
Lets you manage your prospective leads by scoring them on the basis of their response.
Lets your sales representatives, as well as customers, view details and prices of each product.
Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
Ability to store and manage various information and documents in electronic format.
Unique Features
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.
Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
Unified management of customer interactions across multiple channels, including web, mobile, and social media.
Advanced analytics for predicting customer behavior and sales opportunities
Leveraging Internet of Things devices for enhanced data collection and analysis
Helps to customize the system for use in industry-specific use cases
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