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 Nimble and how does it work?
Nimble is a comprehensive Customer Relationship Management (CRM) solution for G Suite and Office 365 teams. It helps users connect with their customers wherever they are in the world and is the only CRM that works across every social network. It generates auto-enriched contact profiles by sourcing information from the internet. Users just need to search any name and the Nimble browser extension will present enough business insights, contact information and interaction history to get them started. The software helps its user gain a 360-degree view of their leads and customers by enabling them to allocate teams interaction history and contact information. Users can also update deal status in real-time, add notes to a record and access social handles. Nimble can also be utilised by personnel to forward personalised, template group emails from their own email account. Other important functionalities include email tracking, pipeline management, today page, to-dos management, calendars etc.
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 OnePageCRM and how does it work?
One PageCRM is an advanced sales CRM that assists all business sizes and maintains all sales controls. It keenly focuses on what needs to be done next, pursue with every lead, close more deals, and maintain all teams harmoniously on the same page with one sales action at a time. OnePage CRM is significantly useful as it helps teams manage the lead pipeline and stay concentrated on following up with every prospect each day. The tool helps to maintain all contacts in one place and manage the audience as well. OnePage CRM primarily focuses on sales activity, the software guides users to configure the next actions for each customer; it helps conclude the next step that will keep them closer to a sale. The actions are organized by their requirement into a color-coded action stream list, offering the users a precise action plan for the day.OnePage CRM is an effective tool that every business must look after to opt for. It is time-efficient and automates work proficiently. The software significantly generates leads from anywhere on the web and the pricing plans start from $9.95 per month.
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 Kapture CX and how does it work?
Kapture CX is a CRM software that packs together capabilities related to marketing, sales, operations, and customer services in a single package. The tool is known for its ease of use and simple interface and can be integrated smoothly with the existing technological infrastructure of any company. This is made possible by 500 plus APIs that ensure seamless pan-organization synchronization. Users can send customized emails to a wide range of audiences through easy predefined templates. Moreover, live chat support allows team members to extend better customer support and sell more. The dashboard captures and showcases crucial KPIs, such as each agent's number of answered/unanswered calls. Other notable features include integrated sales tracking, omnichannel support, real-time reporting, dedicated cloud storage servers, high-end security, on-field order capturing, and much more.
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
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 Method CRM and how does it work?
Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases etc., keeping customers engaged with timely follow-ups.
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 EspoCRM and how does it work?
EspoCRM is a CRM platform that enables users to assess, enter, and see all types of business opportunities, connections, projects, and clients via a simple and straightforward interface. It helps you increase sales, alter your marketing approach, and provide an excellent customer experience. With Espo, you can configure and modify your CRM system to match your company's unique needs and expectations. With EspoCRM's Template Manager, Label Manager, and Layout Manager, you can edit application labels and message templates, change view layouts, fields, and create new entities or relationships. You can assign security roles to support and sales managers and their teams, define field and scope level permissions, and guarantee that every client has access to just the information that is relevant to their position in the organization. With Espo’s reporting and analytics, you can keep track of your sales and marketing success. The platform’s report tools transform your data into thoughtful insights using a wide range of indicators so you can follow your sales success at various stages. Furthermore, Espo CRM offers integrations with Google calendars for enhanced collaboration.
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 Act! and how does it work?
Act! CRM is designed keeping in mind the needs of small size and mid size businesses to build lasting relationships with their customers. The software lets you personalize your platform and work-station the way you want so that your employees can adapt to it easily. Make informed decisions with Act! by using its interactive visual dashboard which displays snapshots of real-time metrics. You can also customize these reports in your unique way to get a better understanding of it. With Act! CRM, you get a number of powerful marketing and sales features that help you fuel your business growth. You can also send mobile-friendly campaigns that can drive sales to your contacts and groups.
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 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.
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 HubSpot CRM and how does it work?
A forever-free customer relationship management software that provides solution to all your CRM needs. HubSpot CRM automates the tasks for your sales people which allows more work with less data entry. The interactions are tracked down automatically and a separate visual dashboard displays deals for total visibility. Now handle upto 1,000,000 contacts, users and storage without any expiration date all of it without paying a penny. With Hubspot CRM, you can also send emails in a personalized sequence which is delivered as per the schedule you set. Get notified whenever any lead opens your email so that you know how to follow-up with that particular lead.
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 SalezShark and how does it work?
SalezShark is a lead management and sales CRM software, as well as an email-based relationship intelligence. The software makes one intelligent, well-organized and super productive. Users can now add leads and companies directly to their SalezShark CRM through Outlook Plugin and Gmail Chrome extensions within seconds. There are thousands of users who rely on SalezShark and believe that it has everything that serves, right from basic to complex business requirements. The software comes with a line of features with which users can simplify their sales space, perform dynamic reporting and get verified data solutions without any hassle. As a result, one can easily connect with the right prospect from a pool of business contacts. The software has been designed using the latest technologies, which makes it highly convenient in use. Besides this, there are a few advanced features too like one can prepare custom reports and fetch meaningful insights, which are mostly based on specific business requirements. Users can generate leads and track details with Campaign 360 degree. One can check the stats and receive updates on the Actionable Leaderboard. With SalezShark, users can enhance sales forecasting, maintain all customer data and quickly implement the same to ensure business growth.
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 1CRM and how does it work?
1CRM is an all-in-one CRM solution for managing corporate workflows. The dashboard part of the software includes facilities for scheduling calls and meetings, as well as sending emails to clients. You may work together with your team to track inventory movements and levels across different warehouse sites with 1CRM. By including a custom chart on any dashboard, you may create leads by tracking top opportunities and quotes. You can communicate the most up-to-date information with your customers and partners in real-time. All of your sales, including those made by your employees, may be consolidated into one platform. Because it is a custom-fit CRM, you can easily customize screens and menus to achieve your CRM vision. The built-in 1CRM catalog may be used by your sales team to create Quotes and Invoices. You can prevent a quote from being misplaced in your inbox. Your clients can accept quotations directly from the web and get started on the project. Clients can also use this software to see a list of all their projects with you, including their details, connected contacts, completed and continuing work, and project files.
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 Top Producer CRM and how does it work?
Top Producer is a web-based CRM solution designed for real estate brokers or agents. The technology aids agents in managing clients from initial contact to long-term repeat business and referrals while providing personalised follow-up. Create your CRM with an eye-catching website, lead tracking and capture, custom landing pages, and free coaching. With visual processes, expert email templates, and the simple Follow-up Coach at your disposal, you can provide service to current clients while remaining in front of their minds through suggested touch points. Utilise email marketing technology, campaigns, and automatic MLS market data to cultivate recurring and referral business. Social Insights, an automatic update for contacts with public profiles that includes images, interests, locations, and job title, is one of the new features. Users can view more contact information simultaneously with the 360° contact view, including images, social media links, relationships, significant dates, tags, and status. Using information from previous encounters, you may create a chronology of texts, emails, call notes, and market reports that were given to a contact to help you personalise your outreach. With hundreds of lead providers and software integrations, including Gmail, Outlook, Dropbox, Facebook, Twitter, Zapier, and MailChimp, Top Producer is mobile-friendly.
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 Clientjoy and how does it work?
Clientjoy is an integrated client lifecycle management platform specially made for agencies and freelancers. Users can leverage the software to manage individual clients, leads, proposals, revenues and invoicing under a single roof. Moreover, agencies also get to organize their contacts and check for any incomplete or duplicate entries. Active Sales Pipeline view offered by ClientJoy, helps users identify bottlenecks and remove them in real-time. They can even generate custom statuses depending on the business sales processes. Customized client management portal within the software helps with client-related proposals and contacts management. Agencies can generate impactful proposals for their clients based on the pre-defined templates and forward the particulars in no time. They can also create professional invoices and get paid fast through multiple payment methods. Users can improve their sales productivity levels by tracking, analyzing, and enhancing overall sales performances with Clientjoy. Moreover, the platform allows easy integration with other useful applications enhancing effectiveness and flexibility.
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 Daylite and how does it work?
Daylite is a customer relationship management (CRM) software that helps you manage your business by providing tools for managing leads, lists, files, and documents. It interacts with MailChimp, Zoom, Slack, QuickBooks, Zapier, and other services to help you collaborate with your team to streamline procedures via pipelines and checklists. You can establish more relationships with Daylite by keeping a record of communication and next steps, ensuring that you're always on top of things, no matter how large your client list becomes. It puts your team in sync by centralising and sharing information. It collects data of emails, notes, calls, and the next steps in one spot, making it simple to remember everything. The platform shows you where each deal is in the process and also what needs to happen next. It assists you in prioritising your deals. It gives you insight into your closure rates, reasons for wins and losses, and top lead sources so you can make better decisions and expand your business. It also allows you to control who may see, edit, and contribute content, ensuring that confidential information remains private.
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 ConvergeHub and how does it work?
ConvergeHub is an all-in-one CRM software that helps businesses to grow. This CRM software manages the end-to-end customer lifecycle. From cold prospects to happy customers for a lifetime, brand advocates, and beyond, ConvergeHub manages all customer information and activities from one place. Businesses can manage marketing, sales, customer services and billing on the go. ConvergeHub provides a 360-degree customer view and avoids duplicate data entry. Companies can empower their sales reps with the ConvergeHub Salesforce Automation system. It automates the monotonous activities connected with selling, thus allowing sales representatives to focus more on completing transactions. ConvergeHub's sales pipeline management and workflow automation technologies enable sales professionals to close more transactions in less time and with fewer clicks. The software further allows businesses to build and run automated campaigns across different channels such as social, email, and mobile to increase the chances of getting more leads. ConvergeHub CRM helps organisations to provide a more personalised experience, which improves customer support operations.
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 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.
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
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 Less Annoying CRM and how does it work?
Less annoying CRM is explicitly built to meticulously help small businesses as it is easy to understand, affordable, and very well less annoying. It serves the needs of small businesses by offering cloud-based deployment, multiple configuration options, and a dashboard that offers an entire overview of the project's contact information. Businesses that employ less annoying CRM have discovered that this tool is useful for tracking task management, contact management, and collaboration management. Through the tool, businesses can keep track of all the information about customers and leads. Less annoying CRM enables businesses to affiliate their customer information in a single spot that is easily accessible to the entire team. It comprises the configuration options which enable users to customize lead definitions and sale processes to best position with their business processes and industry requirements. Less annoying CRM staff software is best as it includes the module that can maintain lead tracking, calendars, note-making, and task management. The pricing plan is $15 per user per month and best to suit your needs featuring in all one platform
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 Oracle CX Sales and how does it work?
Oracle CX Sales guides sellers with the most intelligent and relevant recommendations for sales. The set of tools provided by Oracle CX Sales is all powered by machine learning that mostly focuses on clean and reliable customer data for clients to trust on. The platform further enables clients to automate every task related to product and work management, allowing sales representatives to access critical records easily. So that client organisations can focus their real concern towards information and more time selling. The featured functions thus include sales force automation, sales planning, customer data management, data fox data management, sales performance management and virtual sales capabilities. Further, it enables clients to unify instant customer intelligence with data sourced from ERP and HR systems for generating ideal quotas, aligning sales compensation and managing territories to meet and, of course, exceed immediate business goals. Some of the notable tools include digital sales assistants, adaptive search and a lot more of them that provide a seamless B2B or B2C experience.
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 Signpost and how does it work?
SignPost is a CRM and marketing automation service that assists small businesses by offering feedback, recommendations, reviews, and insights from customers. It's a cloud-based platform that connects local business owners with their target audiences. Users can use the software to record contacts, send automated emails, and execute marketing campaigns on autopilot. Mia, a smart assistant built into the Signpost platform, is provided by the software. Mia connects to purchases, emails, and phones to produce automatic customer lists based on insights and behavioral data so that customers may receive personalized communications. Signpost helps you convert a strong local reputation into internet authority. Customers may easily rate and review your business using Signpost. From a single messaging center, communicate with customers across the project. Additionally, SignPost assists organizations with marketable contact lists by automatically syncing consumer data. Customers' existing communication methods, such as phones, SMS, purchases, and social networking profiles, are all integrated into Signpost. Pricing is based on a monthly subscription, with live chat and phone assistance available.
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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 |
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94 | 4.4 |
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93 | 4.7 |
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93 | 4.6 |
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93 | 4.8 |
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93 | 4.2 |
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93 | 4.8 |
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93 | 4.1 |
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93 | 4.3 |
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93 | 4.5 |
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93 | 4.7 |
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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