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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 Close and how does it work?
Close is a CRM platform popular among salespeople which provides a sales workflow, ultimately used to close deals. Close gives you an overview of activities relating to your sales, bringing items to your attention according to their level of priority. It has a simple UI with a beautiful timeline view where every member of the sales team has complete access to every detail of the sales process. Close has features like built-in calling and SMS to let you reach your contacts quicker, an e-mail tool that lets you send e-mail sequences to specified contacts quicker and a powerful search engine that provides you with results at amazing speed. Additionally, Close provides an actionable report system, helping you measure team performance. Call automation, predictive dialing, bulk email and email sequences – Close handles them all. Close is can be integrated to other tools like Zapier, Zendesk to ensure users get the most out of its features.
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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 Sell.Do and how does it work?
Sell.do is India's leading sales & marketing automation platform for real estate business. We have a suite of Cloud-based sales and marketing automation products specially built for real estate business. By leveraging Machine Learning and Artificial Intelligence, we help our customers market smarter & sell faster. Our range of products covers complete sales and marketing cycle. The suite includes a CRM tool, sales automation, marketing automation, and advertising automation. Our products are being used by more than 500 businesses globally and have helped them take better and quicker decisions through intelligent processes and recommendations. The platforms have helped save millions of dollars in advertising money and drive over 10X sales growth for our customers.
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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
What is Teamgate and how does it work?
Teamgate is a CRM solution that is designed for all levels of users, whether you have technical or sales experience or not. Teamgate’s SmartDialer functionality allows you to make phone calls to your existing contacts from directly within the solution. Teamgate’s CRM solution gives you more insight into how your sales team are performing through its customizable dashboard. This dashboard gives you access to a range of metrics, including sales pipeline performance, forecasting information, and data on how well your sales team are meeting their targets. Teamgate’s sales pipeline functionality provides a drag and drop interface that allows you to easily move deals from one stage to the next. It also provides information on when deals are late to be closed, as well as alerting you to areas you should focus on more. Teamgate also allows you to store your leads in one place, as well as segment them, and then interact with them.
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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
What is Sugar Sell and how does it work?
Sugar Sell is customer management software that helps you improve your business's user experience. It can automate company processes with drag-and-drop ease and engages your customers with real-time push notifications. Sugar Sell allows you to nurture leads by creating an automated renewal pipeline to manage subscription accounts, analyze quotes, and produce email templates, among other things. You may even collaborate with your team and use reports to track sales. Even with limited or partial CRM data, you can deliver precise, AI-powered forecasts about your customers and your business. With extensive platform customization, workflow, and integration features, you can tailor your CRM to your business. With a thorough historical record and the sales analytics tools to make sense of it, you may acquire insight into how your consumers got to their current position. Sugar Sell's renewal dashboard has built-in support for subscription-based sales, so you'll never miss a renewal opportunity. You can also obtain essential updates on key accounts with real-time alerts and automatically evaluate actionable data from a wide range of social and business sources.
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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
What is Agile CRM and how does it work?
Agile CRM is a gamification-driven software that offers excellent customer relationship management functionalities as well. It can provide Marketing, Sales and Service automation in a single platform. The software comes featured with gamification features like collaboration tools, leaderboards or activity tracking and is perfectly suitable for sales. Free version and free trial of the software are available. It comes with three deployment options, which include Cloud, SaaS Web; Mobile - Android Native and Mobile-iOS Native. Besides gamification features, Agile CRM also features web analytics, contact management, telephony, sales tracking, marketing automation, two-way emails, etc.
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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
What is Zoho CRM Plus and how does it work?
A platform for unified customer experiences, Zoho CRM Plus engages customers at every stage of their lifecycle. Receive real-time notifications to manage interactions with many teams in one thread. Dashboards are used by the AI-based voice assistant from Zoho to track company trends. Work together as a team to evaluate the effectiveness of workflows. Small and medium businesses, as well as marketers, utilise the software. It has a vast list of features such as - With Zoho CRM Plus, you can provide your customers instant access to your knowledge base, ticketing system, and live chat service right from your website or mobile app. Create and automate workflows that link your marketing, sales, and support teams, include the appropriate parties, and guarantee team compliance at every stage. One of its most beneficial features is their advanced AI assistant Zia - Zia can help you work smarter by forecasting business trends, advising the ideal time to contact a client, determining email and ticket attitudes, and offering intelligent business dashboards. Utilizing interactive dashboards, you can thoroughly analyse the effects of any conceivable business decisions.
Read moreSW Score Breakdown
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
What is SalesNexus and how does it work?
SalesNexus is an easy-to-use CRM and marketing automation tool for companies that prefer solutions with multiple delivery points. The CRM system enables users to manage their customers, companies, leads, and partners at a centralized location. On the other hand, the marketing system allows them to engage with leads and nurture them into paying customers. Users can easily track and manage leads to realize maximum possible conversion rates. Automation can also be leveraged to trigger customer processes automatically. This includes automated delegation of calls, tasks, and emails to the most relevant team members. Users can automatically manage new leads, recent proposals or meetings, new clients, renewing past clients, handling lost clients, and more. By syncing right into the Outlook or Google Calendar of teams, users can delegate tasks to the respective team members. The tool can also easily integrate with all leading accounting, ERP, website, and legacy systems.
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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
What is Prospect CRM and how does it work?
Prospect CRM is a comprehensive CRM tool for manufacturers, wholesale & distributors businesses. Prospect Stock-Aware CRM combines the best conventional CRM, including sales pipeline, marketing, and customer Service Management. With the reality of selling B2B products, this tool helps quote, order, inventory management, special pricing, backorders, product information, and even contracts, serial numbers, and asset tracking to ensure your sales and service teams are fully Stock-Aware.
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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
What is Moskit and how does it work?
Moskit CRM stands at the forefront of sales process management by harnessing the conveniences of modern communication and the intelligence of AI. Integrated with WhatsApp, Moskit allows users to send, receive, and meticulously synchronize text and audio messages, ensuring no conversation detail slips through the cracks. This opens a gateway for a revolutionary approach to sales communications, backed by the powerful capabilities of ChatGPT, which aid in crafting personalized, efficient, and faster messaging. Moskit's impact spans enhancing service quality and boosting sales productivity through integrating business data and customized message templates directly into WhatsApp. These elements seamlessly sync with CRM systems, ensuring uniformity and effortless accessibility. Email correspondence remains integral; the platform facilitates crafting and sending emails using preset templates directly from the CRM. This cultivates increased team interaction and efficiency. Calls are effortlessly made, recorded, and their history tracked through the seamless integration with Zenvia. Even the creation of proposals is streamlined; negotiators can generate them automatically from ongoing discussions in the CRM, utilizing customizable templates that adapt to the unique needs of each enterprise. For operations based on product sales, Moskit provides optimized management by associating business records with the attributes of the products sold, offering users complete control of scheduled activities and empowering them to drive business success.
Read moreSW Score Breakdown
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
What is BenchmarkONE and how does it work?
BenchmarkONE is a sales and marketing automation platform, developed to assist small businesses and marketing firms turn connections into sales. It offers you a simple-to-use CRM, so that you can keep track of every interaction that takes place in your business work cycle. With Benchmark One’s simple, you can cut through the clutter and complexity of cumbersome tools. It identifies your hot prospects so you may concentrate on selling. You can send messages that stand out using a basic email marketing tool and capture leads with eye-catching landing pages and popups. Now in beta, you can use dedicated landing pages for each campaign to bring all of your marketing efforts together. BenchmarkONE's CRM allows you to easily manage each new lead and track your results to grow your success. You can track all of your contacts, companies, deals, and campaigns to produce better business strategies. It offers new visions into your marketing and sales data, making it simple to predict where your next consumers will come from. Additionally, BenchmarkONE integrates easily with your existing tools to enhance cooperation.
Read moreSW Score Breakdown
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
What is OroCRM and how does it work?
ORO CRM is a customer relationship management software used to track leads for greater business prospects. Conversion optimization, sales growth, and customer pleasure are all possible with this programme.Segment campaigns based on email marketing conversion and use dashboards to track business performance. It works with Magento's Abandoned Cart module. The programme is designed for small and medium businesses.It has a variety of features such as – Accounts and Contacts Management using which you can monitor and manage all your accounts, client interactions, and information in one location thanks to its comprehensive but user-friendly design. OroCRM also syncs and updates customer profiles, merges accounts, and associates customer information across numerous channels, eliminating the need to deal with duplicate data.One of their most beneficial features is that 360degree view – it allows you to collect information from every client interaction, such as product views, email responses, and support tickets. Everything is also recorded across numerous touchpoints, including online B2B and B2C stores, as well as social media outlets.They provide a real-time dashboard to drive strategic actions by giving insights into business performance and KPIs.
Read moreSW Score Breakdown
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
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.
Read moreSW Score Breakdown
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
What is Creatio CRM and how does it work?
Creatio offers one platform to automate industry workflows and CRM with AI, no-code, and a maximum degree of freedom. Designed for large businesses, it provides enterprise-grade scalability, robust security, and seamless integration to align operations across departments while driving efficiency and innovation. With Creatio, you can take advantage of a ready-to-go industry-leading CRM as well as enable users - whether business users without coding skills or professional developers - to create powerful business apps. Also, the pricing starts from $25 for CRM.
Read moreSW Score Breakdown
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
What is Sage CRM and how does it work?
By providing tools to manage both new and current client connections, Sage CRM is a cloud-based customer relationship management solution created to help small and medium enterprises maximise their customer experience. Applications come with integrated modules for social CRM, customer service, help desk, sales and marketing automation, and more. Sage CRM has strong mobile capabilities as well. Both on-premises and cloud deployments of the software are options. Sage CRM can be used to arrange meetings, forecast trends, and track the effectiveness of sales representatives. The reporting and analytical tools of the dashboard assist in anticipating sales performance and monitoring new opportunities while providing visibility into active sales negotiations. Campaigners can organise and carry out marketing and promotion campaigns with the use of marketing tools. Campaigns across many channels can be managed by the solution. Sending newsletters and promotional emails to contacts is possible thanks to the built-in email marketing tool. It also facilitates integration with a number of third-party programmes. To enable your staff to perform more quickly and intelligently, avoid duplicating work duties. Everyone engaged is more effective and productive with a single solution.
Read moreSW Score Breakdown
89% 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 Spiro and how does it work?
Spiro is a proactive relationship management platform that automatically creates contacts, organizes, and prioritizes opportunities, and proactively recommends the next steps to move all your team's deals forward. Spiro intelligently recognizes anomalies in your pipeline and proactively recommends the next steps. Spiro provides unrivaled visibility into your team’s activities to focus your coaching on the right opportunities. They use OAuth2 to authorize SaaS services and do not store usernames or passwords for those services.
Read moreSW Score Breakdown
89% 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 LeadMaster and how does it work?
LeadMaster is a marketing automation and CRM software that helps businesses to manage their clients and streamline and automate their processes to expand sales and profits. It offers a very simplified CRM that has a very fast learning curve and includes customisable features so that businesses can use it as per their own needs. For lead management, users can know what is happening with their sales leads. They can also increase their revenue by converting maximum leads into sales. LeadMaster enables users to automate their marketing with its built-in email marketing features. Its other features that support marketing automation are landing pages, web integration, lead nurturing and automated business rules. With LeadMaster, businesses can organise their leads and sources and put them in a prioritised order. They can even use this software as a Help Desk to get a unified view of their customers. Furthermore, it also comes with various features for case management and inside sales.
Read moreSW Score Breakdown
89% 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 Simply CRM and how does it work?
Simply CRM is an all-in-one CRM, sales and marketing platform that helps businesses to gain more customers, optimize their proceedings and earn more. The platform helps users to stay connected with their customers 24/7. They can communicate with their customers through email, live chat, social media or smartphone. The solution brings all the communication data to a single dashboard. It also makes it easier to follow leads, sales calls and email marketing campaigns. Simply CRM generates real-time data reports and analytics for businesses. Further, it also helps to measure and manage individual business-related operations and make informed decisions based on real-time data. By automating repetitive tasks in businesses, it saves a lot of time for users. Simply CRM also streamlines the lead nurturing and marketing activities. Users can get 24/7 technical help from a team of experts in a variety of languages through phone, email, chat, text and social media.
Read moreSW Score Breakdown
89% 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 eWay-CRM and how does it work?
Turn Microsoft 365 into a business powerhouse with eWay-CRM. Seamlessly integrating with tools like Outlook, Teams, and SharePoint, eWay-CRM simplifies customer management, sales tracking, and project execution—all without switching platforms. Organize emails, contacts, and meetings by linking them to clients and deals, while integrations with Power BI and QuickBooks provide instant insights. Boost collaboration with automated workflows, email tracking, task management, and mobile sync for Android and iOS. Plan marketing campaigns using custom database segmentation or discuss leads directly in Teams. Financial tracking, reminders, and profitability reports ensure to stay on top of every project and goal. By combining CRM functionality with Microsoft 365, eWay-CRM eliminates scattered data and repetitive tasks, centralizing all business activities in one place. Ideal for growth-focused companies, eWay-CRM simplifies work, streamlines processes, and empowers the team to thrive. Transform the business and watch the productivity soar with eWay-CRM.
Read moreSW Score Breakdown
89% 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 Zixflow and how does it work?
Introducing Zixflow—the one-stop-shop for customer relationship management, workflow automation, and customer engagement. Just imagine the convenience and efficiency of having all of the customer data, resources, and tools in one streamlined package. As a professional, customer will be able to manage, engage, and retain customers with ease.Take advantage of AI-driven success with Zixflow. Utilize its ease of use to craft customers own CRM with functions like tracking customer progress, scheduling actions, categorizing customers, and gathering customer data. It automatically pulls data from all the touchpoints and emails, to provide useful insights that’ll help to prioritize the right tasks.Zixflow also allows for maximum engagement with customers, with its range of options. Customers can simply choose between email, SMS, or WhatsApp. Will also have full control over the customer data and conversations. All customer interactions can be executed and optimized in one workspace.For this level of top customer service, customer know the rely on Zixflow. Contact us today to start using Zixflow’s features to propel the business success.
Read moreSW Score Breakdown
89% 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 Wise Agent and how does it work?
Wise Agent is a Customer Relationship Management software for real estate businesses. It can be used for seamless management of transactions, organization of client information and to facilitate automated smart marketing campaigns. Contact management module within Wise Agent maintains lists of all prospects, customers, leads, etc., and makes the data retrievable at any time of the day. Social data from subscribers’ emails, get captured by the wide variety of tools within Wise Agent. Businesses can set separate rules for seamless management of individual leads. Managers get access to detailed reports comprising the status of individual sales on a monthly, quarterly, and yearly basis. The software acts as a hub for landing pages that can be customized as per business needs. Clients can utilize their assigned landing page or choose to work on their own domain. A synchronized appointment planner within the software, regulates all events and appointment-related goals. Users can share their online calendars with vendors or clients and send on-time alerts.
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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 |
|---|---|---|
Close
|
91 | 4.8 |
Sell.Do
|
91 | 4.9 |
Teamgate
|
90 | 4.8 |
Sugar Sell
|
90 | 3.5 |
Agile CRM
|
90 | 4.4 |
Zoho CRM Plus
|
90 | 4.4 |
SalesNexus
|
90 | 4.5 |
Prospect CRM
|
90 | 4.8 |
Moskit
|
90 | 4.5 |
BenchmarkONE
|
90 | 4.4 |
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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