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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
What is Rianu and how does it work?
Rianu is a tool for developers with a set of APIs that enable them to plug their business into the tool. Developers can automate trial users with automated email replies for better engagement and customer experience. There is no limit to the number of emails that users can send or the number of allowed subscribers. Users can organize subscribers by sorting them into different lists depending on their location. To make management easier, users can even create custom fields for their subscribers, add other contact information for every individual and add notes with a title and body from the API. A powerful automation process meanwhile works to move subscribers through the funnel. This includes training emails for subscribers, introduction to new user features, offering personalized discounts, and more. Additional features include tracking user trial ends and trends about how they have used the system. Rainu even directly connects to MailGun, SendGrid, and Amazon SES.
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 Savannah CRM and how does it work?
Savannah CRM software is a platform used to manage your community to automate workflows. The software offers tools to track member information and interactions in your community. Collaborate with your team to tag members and activity with topics of interest to track stakeholders. Measure trends in membership, conversations, contributions and connections in your community. Connect to multiple platforms from Slack, Github, Discourse, Reddit and many more.
Read moreSW Score Breakdown
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
What is Apptivo and how does it work?
Apptivo Help Desk software can be run on several platforms like Mac, Window, iOS, Android etc. The software is available as cloud-based one and also in SaaS form. Help desk features included are automated routing, SLA or Contract management, knowledge base management and also ticket management. The tool further includes data level access restrictions and email templates. You can create custom views and edit fields, share sections across apps due to the software being highly customizable. Apptivo Help Desk software facilitates resolving tickets faster and on a consistent basis.You can also set strategies to auto-convert customer emails to tickets to ensure no tickets are missed.
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 Crust CRM and how does it work?
Crust CRM suite is designed on top of the low-code platform and is highly scalable, versatile, and open-source software making it the best salesforce choice. It allows salespeople to sell faster and connect with the clients, leads, and team members effortlessly than ever before. Crust CRM profusely helps companies internally connect while engaging with its clients, manufacturers, third parties, partners externally. Moreover, its consistent integration with crust messaging solution makes it the most versatile and complete self-hosted CRM framework. The Crust CRM believes in managing and correlating with an advanced workflow engine. It extensively automates and streamlines the business's crucial tasks and enhances their efficiency. On top of that, the interface is straightforward to modify and alter as per the seller's needs. Crust CRM will fasten your business efficiency by selling faster, and sellers can customize their own tuned views, dashboards, and lists. It enables the sales representatives to access the information that they need quickly. With the CRM suite, sellers can sell faster and offer better service, and it follows the pricing per feature strategy
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 APRO CRM and how does it work?
Apro is a CRM tool for professionals and businesses with various automation features that simplify the workflows of both SMEs and large enterprises. The tool easily integrates with all leading internet services and social networks and is known for its responsive online support. Business functions that the tool combines together include client database management and sales optimization. With specific industry-tailored versions, Apro can meet niche business demands and needs. With a flexible architecture, it can be easily adjusted to the challenges that the user is facing and adapt to varying levels of workflows. Apro can collate the data about all leads from multiple sources including website, online chats, portals, social media, and advertising channels. And with automatic rules of lead distribution, leads can be effectively routed among CRM users for more organised processing and better chances of conversion.
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 EmailGreen and how does it work?
EmailGreen is an easy-to-use solution to organize contacts for business. The software offers a survey creation tool to collect feedback from your customers about your product or service. Create beautiful emails with responsive templates and manage events with calendars for better workflows. It integrates with Zapier, GreenRope. Marketers, Small and 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 Mera Office and how does it work?
Online Cloud-based Office Management Software For CA, CS, CMA, Tax Consultants, Advocates and every professional to manage their office work, team, clients & invoicing. Getting started is as easy as creating a Google account.
SW 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 DokioCRM and how does it work?
DokioCRM is cross-platform software. It can be installed on a remote VPS-server and can work with it from any OS and any modern browser. Free and open source CRM for small business. Manage customers, sales and finances. Have access to full analytics of company.
SW 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 nowCRM and how does it work?
nowCRM offers businesses an all-in-one solution for managing customer relationships effectively. With its comprehensive dashboard, users can gain a bird's-eye view of organizational insights, recent activities, and key metrics at a glance. Its advanced contact management tools enable seamless organization and tracking of customer data, making it easier to nurture relationships and maintain personalized communication. Features like dynamic group segmentation allow businesses to create targeted campaigns tailored to specific audiences, while multi-channel communication tools streamline connections across email, social media, and more. Seamless data import ensures effortless onboarding of existing information, while intelligent data management optimizes processes to save time and reduce errors. Built for adaptability, nowCRM integrates with existing systems and scales with business growth, supporting everything from basic contact management to complex, multi-channel strategies. Whether it’s through AI-powered content creation, automated customer journeys, or interactive forms, nowCRM empowers businesses to drive engagement, improve efficiency, and foster lasting customer relationships.
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 Scratchpad and how does it work?
Scratchpad is a versatile customer relationship management software that lets you update and maintain your pipeline in Salesforce. It is the first sales-focused workplace. It connects to Salesforce to reduce tabs and duplicate work by combining spreadsheets, sales notes, search, projects, collaboration, Kanban boards, and sales process adherence in one easy and intuitive workspace. The platform integrates notes, tasks, and customer information, such as activity history, calendar events, and emails, into a single, easy-to-understand interface to enhance collaboration. It eliminates the need to switch between tabs to obtain a complete view and take action. You can update critical fields for each opportunity, connect your notes, and create tasks more quickly than ever before with Scratchpad. With Scratchpad, you can also increase the amount of contextual data in your CRM with less effort. You can create tasks, examine and add new contacts, and launch your sales notes straight from your calendar to clear your mind. Additionally, users can have all of their essential transaction information displayed to them in real-time anywhere on the web using Scratchpad Command.
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 Applicative CRM and how does it work?
Introducing a groundbreaking platform designed for the modern professional the all-in-one client and project management solution that is transforming how teams work and collaborate. In today's fast-paced business environment, staying ahead means delivering projects with precision and agility. This innovative product is tailored to empower them to manage every aspect of their clientele flawlessly, ensuring that them stay organized, proactive, and consistently deliver on time and within budget. Suitable for a wide array of professionals, this management tool is the gateway to streamlining their operational processes. Whether you're coordinating a small in-house team or steering a massive cross-departmental collaboration, this platform simplifies their workflow, enabling seamless interaction among team members and fostering an ecosystem of productivity. It's more than just a tool; it's their virtual command center where efficiency meets excellence. Capture all their leads and opportunities with an intuitive interface that's evolved to keep pace with the shifting needs of today's industries. Never miss a beat and ensure that every prospect is nurtured and developed to its full potential. With this pioneering platform, every lead converts into a well-managed project, setting the stage for unparalleled success and client satisfaction. Say goodbye to the complexities and constraints of traditional project management software. The future is here, designed to bolster their business by honing in on effective strategies, augmenting their capacity to outperform expectations, and carving a path to their triumphs. Experience the cutting-edge capabilities of a system that truly understands the essence of time, resources, and human capital management. For the discerning professional who demands excellence in every endeavor, welcome to the ultimate tool that redefines the parameters of success.
Read moreSW Score Breakdown
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
What is BizPlus CRM and how does it work?
BizPlus CRM software is a platform used to engage customers for better business. The software offers web-based and desktop based version to manage company with special features like quotation management, role-based management, and multi lingual interface. Collaborate with team to track engagements with sales to meet the requirements. Marketers, 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 Leadbeam.ai and how does it work?
Leadbeam.ai revolutionizes CRM management with its intuitive, mobile-first approach, enabling professionals to update their CRM with voice, image, or text seamlessly. This innovative app caters to busy sales reps by eliminating tedious data entry, allowing them to focus on building relationships and closing deals. With Leadbeam, a simple 10-second voice note can populate CRM fields, including custom ones, and trigger personalized follow-ups, thereby enhancing sales velocity and efficiency. Beyond voice, the app also supports updates via LinkedIn screenshots, business cards, or even handwritten notes, ensuring every interaction is captured effortlessly. Integration with industry giants like Salesforce and HubSpot is a breeze, taking just minutes to set up. By saving over five hours of work each week, Leadbeam empowers sales teams to log more activities in real time, maintain an organized CRM, and ultimately drive growth. Its user-friendly design and robust capabilities position Leadbeam.ai as the CRM solution professionals have always wished for, making it an indispensable tool for any forward-thinking sales team.
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 Salt CRM and how does it work?
Salt CRM is a customer relationship management software with project management features that allows team collaboration. Salt CRM is modified to fit you’re your company profile using your domain, logo, and color scheme to make sure you, as well as your customer are satisfied. With Salt CRM, you can manage your projects and time spent working upon it by each team member. There is also a customer area where clients can view details related to their projects and invoices are generated to also keep them on track. Salt CRM is designed in detail to make it optimized to fit screens of various sizes. Its UI is freely customizable as you can pick themes to fit your company profile and you can also re-organize the admin menu to fit your style. The security of your project and its privacy is also assured as a server side encryption and Google reCaptcha are in place to keep sensitive data safe and protect against hacking from bots. Your data is also automatically backed up after a fixed time interval for safe keeping. Salt CRM creates project context with spaces to store and talk about design ideas. It is simple, fast and easy to use.
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 Cobalt and how does it work?
Cobalt is a CRM tool that helps businesses to find hidden value in their customer data. The tool aims to make every customer encounter impressive and effortless with a system that adapts to the latest technologies in the world. Users can boost their customer visibility in functions such as sales, marketing, and customer service. They can also connect their data across every internal system for easy and efficient reporting. And with the help of mobile platforms, team efforts can be coordinated across verticals. Cobalt includes a range of dedicated modules that eliminate the gap between customer communication. The tool has been designed to operate inside Microsoft Dynamics 365 with tailor-made deliveries. Managers can leverage the tool to make the efforts of their employees more data-centric and audiences can be engaged to meet their expectations in terms of registration, account updates, subscriptions, and more. Cobalt can be integrated across disparate systems such as accounting, e-commerce, event management, and more.
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 Aurea CRM and how does it work?
Aurea CRM (customer relationship management) solution that lets you drive customer engagement tools deep into your sales organization. ACRM gives sales an AWS-powered holistic view of every interaction and every contact with deep analytic insights. The Aurea hybrid cloud deployment model utilizes the best of AWS to deliver improved availability over on-premise deployments, greater scalability, and lower TCO. Aurea’s mobile CRM solutions mean you can access customer information, process orders, and comprehensively manage your accounts wherever and whenever, whether on the road, at a point of sale, or in a meeting. These user-friendly mobile solutions are made for the mobile devices you use every day eg smartphones, tablets, iPads, and laptops. With 6x faster performance than the standard edition, streamlined UX, additional add-ons and integrations, and Platinum Support, it offers a superior platform for growth and innovation. With sales intelligence, sales reps know where to spend their time and how, using predictive analytics to identify deal threats and accelerators. Predictive CRM helps to rapidly identify your most promising prospects, built hyper-targeted segments, and personalize outreach at scale which results in a significant increase in conversion rates on inbound and outbound campaigns.
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 OneHash CRM and how does it work?
OneHash CRM is a software-as-a-service (SaaS) CRM and ERP solution that helps you increase sales, enroll clients faster and accomplish more with less. It assists the users in building long-term client connections by simplifying and automating operations and enhancing cooperation and communication among the parties involved. OneHash CRM reduces the expense of human lead assignment by using the power of logical sequencing to allocate leads automatically. It helps in improving pipeline management, and increasing income by combining cutting-edge technology with an aesthetically pleasing UI. It further enables the user in tracking leads and in creating invoices and estimates. You can also increase your audience engagement with better content and manage campaigns with OneHash. Users can additionally manage their contacts along with monitoring their call logging with OneHash. The software can easily be integrated with multiple other websites like Shopify, Slack, and much more. It also supports Android and iOS for better functioning of operations. They offer three pricing plan variations: the Startup plan is free, while the unlimited and ultimate plans are $10 and $25 per user per month respectively.
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 FranchiCzar OS and how does it work?
FranchiCzar OS provides effective franchise solutions to individual businesses. With its CRM, users can manage all leads, franchises and customer interactions in one place. The fully customisable automation engine of FranchiCzar OS helps users automate lead follow-up and effectively nurture the latter on the go. The software also offers increased scalability and guaranteed tracking, without complicated instals or system updates. With this, users get notifications when their leads read emails and then reach out to them. One can also use this software for confirming appointments, automating reschedules, and direct calling. With FranchiCzar OS, users can connect the marketing stack to gain efficiency and insight. Furthermore, the software ensures every business runs their franchises like a pro with mapping, training, field inspections and more. It allows users to do more with less, using workflows and blueprints. A secure centralised home for document storage, digital signatures and more are made available within. Also, from invoicing to royalties, FranchiCzar OS handles every aspect of finance.
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 Upsales CRM and how does it work?
Upsales CRM is a versatile CRM software platform that enables you to find fresh leads, close more transactions, and expand your client base with ease. It helps you find fresh leads to increase the efficiency of your sales process and grow your revenue. With Upsales’ account growth capabilities, you can uncover untapped potential in your current client base. You can get lead suggestions for all registered firms in the United Kingdom based on your sales history and contact information. You can invest your time on the correct offers and view everything from the pipeline's worth and progress to the likelihood and hazards of a transaction. You can discover upsell chances and get notifications when a consumer is ready to make a larger purchase. The platform allows you to see how many meetings you need to fulfill your sales targets, and make decisions based on data. It improves your prospecting and helps you to locate high-quality leads. Additionally, you can improve the predictability and efficiency of your whole sales process and complete more transactions.
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 Atollon CRM and how does it work?
Atollon CRM software is a platform used to increased productivity and measure the sales. The software offers tools to access company data and team folders to track catalog of goods & services. Collaborate with your teams to track your sales related tasks, meetings & reminders to automate workflows. Small and Medium companies make use of the software.
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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 |
|---|---|---|
Rianu
|
74 | 0 |
Savannah CRM
|
76 | 0 |
Apptivo
|
91 | 4.4 |
Crust CRM
|
76 | 5 |
APRO CRM
|
79 | 5 |
EmailGreen
|
77 | 4.3 |
Mera Office
|
75 | 0 |
DokioCRM
|
74 | 0 |
nowCRM
|
73 | 0 |
Scratchpad
|
80 | 4.9 |
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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