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 GreenRope and how does it work?
GreenRope is a powerful and only Complete CRM providing powerful and easy to use marketing automation, email marketing, and social media integration.
SW 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 YetiForce CRM and how does it work?
YetiForce is an open source CRM system that enables its users to manage their business with efficiency, multitasking, control, and innovation. The software allows its users to manage their businesses through any device from any place. It provides one with luxurious features, and many customizable modules of the user and administrator, along with the designed widgets, making the software equipped with the highest quality technological tools. One can avail reliable support from the software to solve the queries and problems of the users. The quick response of the system ensures compatibility with other mobile device browsers. YetiForce provides its users with regular updates that contain bug fixes, new improvements along with new features. The software helps its users to remember meetings, events, and calls, and hence organizes every information about the contacts of their customers. It analyzes and processes all the data entered into the system and creates different tables, charts, and graphs.
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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is IXACT Contact and how does it work?
IXACT Contact is a real estate management system that makes all the processes related to real estate easy and effective. Trusted by thousands of real estate agents and brokers, IXACT Contact is like a smart assistant. It helps you administer your contacts and business, keep in touch with scenarios and clients, find and raise leads, and help you reach your goals. CRM for real estate agents of IXACT Contact is extremely easy to use with its effective and efficient features. They help build an attractive user interface and a personalized home page suiting your work portfolio and ethics. They aid contact rich profiles and further categorize and specify as per different aesthetics. They automate your tasks and appointments and sync connections with Google, Outlook, and more keeping all your works to your knowledge. With IXACT Contact, you’ll be supervising your leads and keeping in touch through calls and email, as well as carry on your marketing procedures; you can now run your business easier than you ever imagined. They also provide the customers a free trial session to check their features and opt for their services after being satisfied.
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 Salesmate and how does it work?
Salesmate is not just a tool, it's an ally for every sales-driven organization. With its state-of-the-art customer relationship and contact management capabilities, Salesmate stands at the forefront as a holistic solution for modern businesses. The software is adept at monitoring the sales pipeline, while its insightful analytics furnish sales teams with actionable data to optimize their strategies. Automation is at the heart of Salesmate, simplifying the sales tracking process and dramatically enhancing team productivity. Yet it doesn't end there. Salesmate amplifies email productivity and offers seamless communication with built-in VoIP calling. The convenience continues with responsive support available through live chat, ensuring answers are just a message away. Organizing meetings, appointments, and activities becomes a breeze, empowering teams to manage their schedules effectively. For lead management, Salesmate excels with its segment filter, which categorizes and prioritizes leads with unmatched precision. It also comes packed with additional features like a chrome extension, call recording, and a robust mobile app for sales on the go. Coupled with a host of third-party integrations, Salesmate emerges as a comprehensive, powerful, and intuitive sales companion designed to turbocharge a team's efficiency and results.
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 Salesforce Sales Cloud and how does it work?
Salesforce Sales Cloud is a comprehensive sales force automation software helping out brands to expand their business outreach with ease and bring out the best in every sales representative. Brands can also depend on the same to get their customer relationship strengthened with Slack and Sales Cloud. Moreover, businesses are benefited from Salesforce Sales Cloud in an efficient way. The software helps them enhance the productivity levels of individual representatives on the go, stay connected with customers and clients throughout and receive relevant support from a professional team. Also, key features loaded within assures real-time deal closing and accurate business growth. Contact management, sales forecasting, opportunity management, revenue intelligence are some of the exclusive features loaded inside. Also, businesses get to automate and streamline their regular sales tasks like email alerts, activity tracking and workflows with the process automation functionality made available within.
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Salesforce Sales Cloud Pricing
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 Efficy CRM and how does it work?
Efficy CRM offers a comprehensive solution to streamline business processes, cultivate enduring customer relationships, and amplify sales. Designed to provide complete customer insights, Efficy enables the crafting of impactful, personalized conversations. The platform’s intuitive automation tools allow businesses to automate at scale, thereby enhancing efficiency, boosting productivity, and reducing overhead costs. Keeping track of potential opportunities becomes effortless with a unified 360-degree view, helping to maximize sales with minimal effort. Clear, detailed analytics are always accessible, offering precise ROI assessments and the convenience of generating shareable reports instantaneously. Efficy also helps to invigorate team collaboration, engagement, and productivity by incorporating elements of gamification into daily tasks. With the system, one can refine the customer experience, efficiently manage an increased volume of ticket requests through automation, and reliably meet every customer's needs.
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 Workbooks CRM and how does it work?
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. The core functionality covers Marketing Automation, Salesforce Automation, Order Management & Invoicing and Customer Services
SW 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 Follow Up Boss and how does it work?
Follow Up Boss is a smart lead management solution that is developed to enhance the growth of companies by easing up the process of lead management. With Follow Up Boss, users can get all of their leads at one single platform and take full control of their follow up. They assist you in working smarter, delivering a top-class customer experience and sign as many deals as possible. You can instantly assign leads to the agents and get back to respond to new leads. The agents, under your guidance will then proceed on with the calling and setting rendezvous. On their platform, they automatically fetch prospect leads from more than 200 sources and potential lists to guess your next possible call lead. Using pre-developed action plans and drip campaigns and a smart on boarding team, things get started easily. They replace your business phone system and automatically direct leads to your team. With their support and your work, you can easily convert all your customers into highly interested leads. They have three plans for their customers; GROW, PRO, AND PLATFORM costing 69 dollars, 499 dollars and 1000 dollars respectively. You can get a free trial of 14 days to try their services.
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 Gold-Vision CRM and how does it work?
Gold-Vision CRM is a customer relationship management (CRM) software that helps companies to unify their sales and marketing teams and make them more effective for extensive business growth. The software comes with a dynamic screen design, automated workflows and alerting that enables sales teams to spend less time on unnecessary admin processes and more time on closing deals. It is a GDPR compliant portal that ensures complete data privacy right from the moment users enter information. Gold-Vision CRM includes various custom support features, such as real-time reporting, LiveChat integration, Broadcastable notes, that helps companies to speed up their service delivery. The software can be used to assign projects and tasks to team members and seamlessly share information across project teams to ensure that they complete work on time and within budget. Finally, it also helps users to improve team collaboration and increase ROI by managing training courses, events and conferences in one place and simplifying the full event lifecycle through automated workflows.
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 Centra Hub CRM and how does it work?
Centra Hub CRM, a flexible customer relationship management software, provides comprehensive management facilities related to services, sales, marketing campaigns, communication, strategy and analysis. Focused on business growth, a great variety of sales automation tools equipped within the particular keeps track of the sales pipeline to close more deals methodically. The marketing platform can also be used to employ emails and relevant campaigns, to convert potential leads into sales. Moreover, inbuilt functionalities like ticket management, sale and lease of real estate assets, reduced equipment downtime and dealership management system (DMS) are quite helpful. Other facilities like automotive inventory and marketing, automated asset lifecycle management across various stages of procurement, inventory tracking and maintenance make business tasks quite seamless to handle. Centra Hub CRM also comes loaded with a smart analytics feature, helping out businesses with customers with profiling, trend analysis and loyalty management. With an accessible interface combined with dashboards and real-time charts, the software ensures smooth project management, client monitoring and courier tracking.
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 Second CRM and how does it work?
Second CRM software is a platform used to manage sales process for business. The software offers tools to capture leads from multiple campaigns and sources like websites, chats and social media. Engage customers with quotes and invoices with the predefined templates and online payments. It integrates with QuickBooks and Xero.
SW 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 Kommo and how does it work?
Kommo simplifies staying in touch with customers and getting their thoughts, insights, and reviews. This advanced platform allows users to quickly and efficiently engage clients across multiple channels including social media, web forms, emails, and surveys. Best of all, it’s easy to use and provides an intuitive user interface. Using Kommo users can easily collect data from customers that help guide their company's decision-making process. Get reliable analytics about their campaigns and understand which channels result in maximum engagement. Then use that knowledge to shape future interactions. With a better understanding of customer behavior users can measure success more accurately and make sure every penny is well spent. Plus, have peace of mind knowing that with Kommo their data is safe thanks to the rigorous security protocols we have in place! All files are uploaded securely to the servers with AES-256 encryption so users know it’s always secure. Leverage the power of artificial intelligence (AI) technologies such as natural language processing (NLP) to get even deeper insights into client feedback on their platforms! Choose a powerful platform like Kommo for engaging clients on every channel - we guarantee it will be worth the investment!
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
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 Kylas and how does it work?
Kylas is a powerful tool to help users to make the most of sales opportunities. Providing timely and accurate insights, it allows them to identify the right sales opportunities and supports the sales efforts to increase the chances of success. With Kylas' precise analytics, users can easily monitor customer behavior, identify industry trends, track marketing campaigns, and more. Moreover, its intuitive user interface makes it easy to use so they can start making data-driven decisions quickly and with confidence. With Kylas' reliable data and comprehensive insights, they can maximize the value of each sale and generate higher returns for the business. Try Kylas today for a comprehensive sales solution to position them for maximum success in every deal.
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 Microsoft Dynamics 365 for Sales and how does it work?
Dynamics CRM is a powerful software with a number of tools that help in making the customer-facing functions of business easier. Microsoft Dynamics CRM delivers a wide range of CRM via five individual apps - Customer Service, Sales, Field Service, Marketing, Project Service Automation that work in integration. It aims at centralizing customer informations, automating marketing informations, tracking sales opportunities, analyzing data and enabling a responsive customer service. All of these functions ensure that you are never out on any growth opportunity by maximizing your business relationships.
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Microsoft Dynamics 365 for Sales Pricing
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 Barantum CRM and how does it work?
Barantum CRM is a customer relationship management (CRM) application that makes it easier for companies to allow their all departments to work together. This is an easy-to-use and customisable application that is suitable for all business types. Barantum CRM offers fully-featured sales cycle automation features that help users at every step of an individual process, from lead to a sale. It is the latest technology CRM that includes features of real-time GPS tracking, analysis reports generation and several integration channels. Barantum CRM also works as a customer service system that helps to accelerate service delivery through better ticket management and SLA management. In addition, the customer service system also enables companies to improve their client experience using omnichannel integrations and analysis reports. Finally, Barantum CRM also supports integrations with various channels and social media platforms. Some of the popular integrations in this department include WhatsApp integration, Agent Management and Call Center Integration.
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 Solid Performers CRM and how does it work?
Solid Performers CRM is a turnkey SAAS CRM Software available for Android and Cloud. It is capable of managing multiple functions to optimize the workflow of a start-up or even a Fortune 500 company. Flexible and highly scalable, the software can handle clients, manage leads, take care of invoices and more much. For instance, it can oversee lead to client conversion in just a single click. Its bespoke module creation option enables users to create additional functions according to the changing business needs. The CRM also allows bulk filtered leads to be printed for offline access or exported to PDF/Excel. Its key features include multiple project management, daily tracking of employee activities, generating detailed reports of monthly activities, and predefined business proposal formats. Solid Performers empowers companies to handle every aspect of the day-to-day functioning from a single panel that has different access settings based on the employee’s job position.
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 FreeAgent CRM and how does it work?
FreeAgent is a complete CRM platform with robust work management. It helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. It is designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization. By eliminating time spent searching for information and manual entry, FreeAgent empowers leaders to optimize sales, marketing, customer success, project management.
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 Livespace CRM and how does it work?
Livespace CRM revolutionizes the way businesses approach their sales operations, guaranteeing an increase in the likelihood of sealing deals. This CRM application is ingeniously designed with an inbuilt, ready-to-implement sales process that standardizes sales operations and sets clear, automated benchmarks for customer evaluation. By focusing on the most lucrative clients, Livespace CRM ensures sales management is significantly more effective. Sales targets, including budgets, the number of collected references, and customer meetings, can be personalized for every team member, directly within the application. This level of visibility into team actions allows managers to swiftly identify and support team members in need. Furthermore, Livespace CRM equips businesses with the tools necessary for planning future revenues, optimizing resources and costs through instant access to critical sales activity information. This insight enables businesses to understand the true effectiveness of their sales efforts and adapt their strategies for maximum impact.
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 Sage Sales Management (formerly ForceManager) and how does it work?
Sage Sales Management empowers field sales teams with tools they actually love using every day. Seamlessly integrate calls, geolocalized visits, video calls, calendars, and emails into one streamlined platform. With interactive charts and actionable insights, sales reps can enhance deal analysis, uncover key negotiation points from email threads, and make smarter decisions faster. Sage Copilot, the built-in AI for sales, supercharges workflows from start to finish, helping teams prioritize tasks and visualize opportunities across the pipeline. Even offline, reps can access geolocalized data to stay productive, ensuring no opportunities are missed. Managers can assign customized targets to drive team performance, while customizable reports and widgets provide clear visibility into progress. By simplifying processes and offering powerful, easy-to-use features, Sage Sales Management becomes the ultimate tool to elevate the sales strategy.
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Sage Sales Management (formerly ForceManager) Pricing
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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92 | 4.4 |
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92 | 4.7 |
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92 | 4.3 |
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92 | 4.6 |
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92 | 4.6 |
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92 | 4.4 |
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92 | 4.8 |
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91 | 4.5 |
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91 | 4.6 |
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91 | 4.6 |
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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