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Showing 381 - 400 of 479 Products

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

RedHorse CRM logo
Contact Manager for Business 4.1 Based on 7 Ratings
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What is RedHorse CRM and how does it work?

RedHorse CRM software is a platform used to manage business workflows. The software offers tools to manage prospects, contacts, and account data and more. Collaborate with team to store documents and share appointments with tasks. The built-in reporting engine lets to create custom reports to measure business performance. 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 77%
  • Reviews 73%
  • Momentum 61%
  • Popularity 66%

RedHorse CRM Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

EverGenius logo
A Free Software for Business 4.6 Based on 17 Ratings
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What is EverGenius and how does it work?

EverGenius software is a platform used to close deals for business. The software offers tools to sends appointment confirmations via text, email and voice. Generate marketing reports to measure business performances in minutes. It integrates with Zapier, Infusionsoft, Click Funnels, 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 77%
  • Reviews 71%
  • Momentum 60%
  • Popularity 62%

EverGenius Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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72% 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

INFOMAN eCRM logo
CRM for Automobile Industry Write a Review
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What is INFOMAN eCRM and how does it work?

Introducing INFOMAN eCRM an innovative Customer Relationship Management software that helps them make a solid bottom line with its strong revenue-boosting and cost-saving strategies. With INFOMAN eCRM, boost their revenues and profitability with our top-tier customer relationship management software. Perfect for boosting conversion rates and improving customer satisfaction, their organization can leverage the power of our cutting-edge technology to maximize ROI. Customize their customer experience with INFOMAN eCRM by featuring a mobile-friendly interface, segment their customer base for personalization, and take their organization to the next level with targeted marketing campaigns. Additionally, INFOMAN eCRM makes its customer management efforts easier and more efficient with automated processes, detailed analytics, and comprehensive customer hour data. Also, take advantage of cost-saving strategies available with INFOMAN eCRM. Streamline their customer data management, simplify customer loyalty programs, and deploy multilingual customer support with ease. As a result, they can reduce costs associated with time wastage and manual data entry while taking their customer relationship management to the next level. INFOMAN eCRM helps them achieve great results and maximize ROI. With its simple-to-use features and reliable customer data management, ensure the company stays top-of-mind and continually delivers the best experience to its customers. Try out INFOMAN eCRM and start boosting their bottom line today!

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

  • Features 69%
  • Reviews 60%
  • Momentum 61%
  • Popularity 61%

INFOMAN eCRM Pricing

  • Free Trial Not 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

Client Motion logo
Scalable CRM Platform to Optimize your Business Write a Review
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What is Client Motion and how does it work?

Introducing Client Motion, the ultimate solution to all their business's system requirements! Whether they're a startup just trying to get off the ground or an established company looking to take their operations to the next level, Client Motion has got their back. With its powerful CRM platform, Client Motion takes the complexity out of managing its customers and simplifies its entire customer experience. Say goodbye to the days of juggling multiple software applications and struggling to keep up with their client's demands. Client Motion streamlines all its customer interactions onto one intuitive platform, making it easier than ever to drive growth and nurture long-lasting relationships. But what sets Client Motion apart from the rest? Its simplicity. Unlike other CRM platforms that bombard them with unnecessary features and time-consuming learning curves, Client Motion has been designed with them in mind. They understand that their time is valuable, so we've eliminated all the fluff and focused on providing a clean, user-friendly interface that is a breeze to navigate. Client Motion empowers them to stay organized, build better customer relationships, and make data-driven decisions with ease. With just a few clicks, they can access a wealth of customer information, track sales leads, and manage customer interactions seamlessly.

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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 60%

Client Motion Pricing

  • Free Trial Available
  • Starts at $166.58.
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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

iService logo
Enterprise Create Software 5 Based on 1 Ratings
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What is iService and how does it work?

iService is a revolutionary platform that provides a seamless and efficient process for customer service interactions. It connects customers to suitable agents at the right time and through the right channel, streamlining interactions with customers, prospects, and operational systems. The platform offers advanced productivity tools, including an automated email queuing and assignment system, an intuitive user interface, and a comprehensive knowledge base. iService Chat enables website visitors to engage in real time, improving the quality of service and closing sales. By using iService, businesses can save time and resources while providing high-quality customer service.

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

  • Features 83%
  • Reviews 61%
  • Momentum 62%
  • Popularity 67%

iService 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

Salt CRM logo
Connect with your customers Write a Review
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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.

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

  • Features 70%
  • Reviews 60%
  • Momentum 62%
  • Popularity 66%

Salt CRM Pricing

  • Free Trial Available
  • Starts at $100.00.
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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

Cobalt logo
CRM Solutions for Dynamic Organizations 4.8 Based on 6 Ratings
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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.

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

  • Features 80%
  • Reviews 64%
  • Momentum 65%
  • Popularity 76%

Cobalt Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Aurea CRM logo
Manages your customer relationship 4.1 Based on 29 Ratings
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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.

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

  • Features 72%
  • Reviews 74%
  • Momentum 60%
  • Popularity 62%

Aurea CRM Pricing

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

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

OneHash CRM logo
Economical SaaS-based CRM solution 4.7 Based on 161 Ratings
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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.

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

  • Features 77%
  • Reviews 78%
  • Momentum 60%
  • Popularity 67%

OneHash CRM Pricing

  • Free Trial Not Available
  • Starts at $10.00. Offers Free-forever 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

FranchiCzar OS logo
Manage your franchise with FranchiCzar OS 5 Based on 1 Ratings
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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.

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

  • Features 77%
  • Reviews 65%
  • Momentum 60%
  • Popularity 70%

FranchiCzar OS Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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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

TorkeHub AI CRM logo
Simplify Sales, Strengthen Connections, Drive Growth 5 Based on 4 Ratings
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What is TorkeHub AI CRM and how does it work?

TorkeHub AI CRM empowers businesses to streamline operations and achieve their goals with efficiency and ease. This all-in-one platform allows companies to manage all sales from one place, ensuring seamless lead tracking, pipeline management, and performance analytics. By leveraging advanced AI, teams can assign roles, automate tasks, and create everything from captivating content to professional emails—all faster and more effectively. With TorkeHub’s intuitive tools, users can effortlessly handle transactions, delight clients, and improve customer relationships by accessing crucial client information such as contact details, communication logs, and preferences in a few clicks. Its role assignment feature enhances collaboration, reduces confusion, and expedites project completion, driving productivity and promoting flawless teamwork. Professionals can also optimize their budgets for greater success through insightful analytics and centralized sales management. Whether tracking leads or delighting clients with thoughtful engagement, TorkeHub delivers a single, user-friendly solution designed to transform sales operations and drive growth.

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

  • Features 88%
  • Reviews 63%
  • Momentum 62%
  • Popularity 62%

TorkeHub AI CRM Pricing

  • Free Trial Available
  • Starts at $5.42. Offers Free-forever plan.
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82% 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

Whatsapp CRM logo
Use WhatsApp and CRM strategically. 4.7 Based on 3 Ratings
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What is Whatsapp CRM and how does it work?

If the customer is a WhatsApp user looking for an all-in-one solution to simplify customer relationship management? Look no further than WhatsApp CRM, the ultimate tool that brings immediate solutions to WhatsApp users around the world. With WhatsApp CRM, can say goodbye to the hassle of managing customer relationships manually. This innovative software allows effortlessly to convert leads, enhance support, and empower the team with simplified workflows. Gone are the days of juggling different platforms to manage customer interactions. WhatsApp CRM centralizes all the communication and provides a seamless experience for both the customers. Imagine being able to effortlessly track interactions with customers, analyze data, and gain valuable insights to drive business forward. WhatsApp CRM not only does all this, but it also provides real-time notifications, ensuring that never miss an opportunity to engage with a customers. This user-friendly interface makes it a breeze to navigate through the system, even for those less tech-savvy. And with regular updates and improvements, can rest assured knowing that always using the latest and greatest version of WhatsApp CRM. Don't let the complexities of managing customer relationships overwhelm you. Take control with WhatsApp CRM and experience the power of streamlined workflows, enhanced support, and increased conversions. It's time to revolutionize the way you do customer relationship management. Try WhatsApp CRM today and start reaping the benefits immediately.

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

  • Features 91%
  • Reviews 66%
  • Momentum 61%
  • Popularity 62%

Whatsapp CRM Pricing

  • Free Trial Not Available
  • Starts at $10.00.
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86% 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

Lasso CRM logo
Improve your client conversion ratio and sell more homes 4 Based on 31 Ratings
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What is Lasso CRM and how does it work?

Lasso CRM is an intuitive customer relationship management software specially designed for different professionals such as Real Estate Dealers & Developers, Home Builders and New Home Agencies. Lead management feature within the software, helps users with lead capturing processes besides faster response rates. They also get to build deeper relationships with individual prospects and close in more sales. Moreover, an integrated e-marketing module, helps users generate and forward customer-specific emails featuring an improved opening rate. Lasso CRM, with its robust reporting module, enables business owners to get detailed insights into their overall performance, and take effective measures that will improve sales. Moreover, the customer relationship management solution with its powerful API offers seamless integration with external platforms, ERP and web forms, thus saving in a lot of time. Sales personals can leverage the software to build deeper relationships with clients, besides using client-specific rich profiles and notes history to generate more leads.

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

  • Features 91%
  • Reviews 75%
  • Momentum 63%
  • Popularity 77%

Lasso 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

WADeck logo
Elevate Business Communication with AI-Driven WhatsApp CRM Write a Review
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What is WADeck and how does it work?

WADeck's AI-Driven WhatsApp CRM offers a smart solution to elevate business communication. Leveraging ChatGPT AI, the platform allows businesses to tailor every customer interaction with AI-generated conversations and offers based on real-time data. Professionals can work smarter with their own AI assistant, optimizing CRM workflows, gaining valuable recommendations, and improving overall efficiency. The software organizes and manages contact conversations within customizable tabs, ensuring seamless coordination and productivity. Engage with your audience through rich media attachments and interactive buttons, delivering impactful messages that resonate with contacts. Personalized marketing messages can be sent to multiple WhatsApp contacts, maximizing reach and driving engagement. Dynamic bot-like reply automation efficiently handles repetitive conversations, saving time while continuously attracting users. Additionally, users can seamlessly post and update their WhatsApp Status directly from WhatsApp Web, managing it effortlessly from their desktop or laptop. WADeck's AI-Driven WhatsApp CRM stands out as a comprehensive and user-friendly tool, simplifying complex tasks and enabling businesses to focus on growth and content creation.

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

  • Features 83%
  • Reviews 60%
  • Momentum 61%
  • Popularity 65%

WADeck Pricing

  • Free Trial Not Available
  • Starts at $13.00. 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

Salescamp logo
Improve your sales with Salescamp Write a Review
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What is Salescamp and how does it work?

Salescamp is a CRM programme with several useful features that will make all of your sales tasks easier.Only Salescamp provides a fully configurable sales suite to help you expand your business at every level of the sales process. The simplest method for organising your personnel and their communication. You may link any application with Salescamp and expand your business faster by having access to the relevant leads in one location with this software. They automatically qualify leads for you that are easy to work with and come from reputable sources. To save time, you can communicate with your prospects and customers directly from the lead management system. Customers can be contacted directly via email, phone, or SMS, and meetings can be scheduled without leaving Salescamp. You may delegate activities or duties to your employees, manage leads intelligently, and complete sales. You'll be able to meet your goals consistently and effectively manage the workload with your team, all while staying on track with your deadlines. You may also track and manage each sales opportunity using powerful filtrations and automation.

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

  • Features 78%
  • Reviews 60%
  • Momentum 64%
  • Popularity 70%

Salescamp Pricing

  • Free Trial Available
  • Starts at $9.00.
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86% 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

CrmOne logo
CRM tool with unlimited users Write a Review
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What is CrmOne and how does it work?

CrmOne allows to add unlimited users, and unlimited businesses, upload unlimited contacts, create tasks, schedule meetings, communicate with clients, track deals, send quotes, create workflows, schedule email campaigns, analyze reports, and more. With CrmOne can keep a track of everything related to sales and marketing, and improve business conversions.

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

  • Features 97%
  • Reviews 60%
  • Momentum 68%
  • Popularity 71%

CrmOne Pricing

  • Free Trial Available
  • Starts at $42.0. Offers Free-forever and 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

Parma CRM logo
Empowering lasting business relationships Write a Review
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What is Parma CRM and how does it work?

In today’s fast-paced market, maintaining strong relationships with customers is essential for business success. Parma CRM embodies this principle with its minimalistic yet powerful approach to customer relationship management. Focusing on the core elements that truly matter, Parma assists businesses in remembering who their customers are, understanding their preferences, and keeping track of all interactions. With its straightforward and user-friendly interface, it combines contacts, notes, and reminders into a streamlined system. Its notes-based design allows for extensive capture of details, ensuring that no moment or touchpoint with a customer is ever lost. Post-meeting recaps are easily entered, so all interactions are preserved for future reference. Moreover, Parma takes proactive relationship management to the next level with automatic reminders to reconnect with clients. These reminders are smartly triggered based on the date of the last touch, guaranteeing that no customer feels neglected. Parma is, quite simply, the CRM solution for those who value simplicity, efficiency, and the personal touch in customer interactions.

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

  • Features 73%
  • Reviews 60%
  • Momentum 65%
  • Popularity 66%

Parma CRM Pricing

  • Free Trial Available
  • Starts at $8.00.
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70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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

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

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

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

Vergify Pricing

  • Free Trial Not Available
  • Starts at $50.00. Offers Free-forever plan.
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90% 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

LionDesk logo
Enhance your business with marketing automation 4 Based on 134 Ratings
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What is LionDesk and how does it work?

LionDesk is an integrated CRM platform and marketing automation solution that helps enterprises grow their business. Besides organizing the client contacts, it also features an automatic client communication module of its own. Users can receive reminders for their important tasks and develop multi-channel campaigns with this platform. Organizations can use LionDesk, to streamline their transaction process besides managing an improved communication flow. Contact management module offered by the software helps business houses with lead source monitoring, hot or cold client detection besides sellers and buyers tracking. Users can also import leads from their existing sources like Trulia, Zillow, Realtor.com and more. Business houses can forward automated texts, calls and emails to individual leads and monitor the conversations from time to time. Moreover, detailed results offered by LionDesk help enterprises monitor the open and click rates of generated emails. The platform supports easy integrations with other applications ensuring more flexibility.

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

  • Features 94%
  • Reviews 81%
  • Momentum 61%
  • Popularity 81%

LionDesk Pricing

  • Free Trial Available
  • Starts at $21.00.
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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

Wetroo CRM logo
Convert more leads into clients Start your account for free, forever Write a Review
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What is Wetroo CRM and how does it work?

Introducing Wetroo CRM the ultimate tool for professional sales and marketing teams to supercharge their lead acquisition. With Wetroo, they can access, contact, and convert leads straight from their phone or laptop. All of their lead data is securely stored in one place so that they can use it whenever they want. Instantly alerting them when new leads come in so they never miss an opportunity, auto-personalize content for multiple recipients with just a few clicks, track interests and behaviors of their prospects to warm up cold leads even faster & streamline lead management to make more informed decisions - Wetroo makes all this possible! Trusted by hundreds of professionals across many industries, they can be sure we have the necessary experience and expertise to make sure their business is running at optimum performance. Grab the reins today and seize the advantage with Wetroo CRM!

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

  • Features 76%
  • Reviews 60%
  • Momentum 63%
  • Popularity 65%

Wetroo CRM Pricing

  • Free Trial Available
  • Starts at $12.00. 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
RedHorse CRM RedHorse CRM 80 4.1
EverGenius EverGenius 76 4.6
INFOMAN eCRM INFOMAN eCRM 72 0
Client Motion Client Motion 75 0
iService iService 80 5
Salt CRM Salt CRM 74 0
Cobalt Cobalt 81 4.8
Aurea CRM Aurea CRM 76 4.1
OneHash CRM OneHash CRM 79 4.7
FranchiCzar OS FranchiCzar OS 77 5

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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