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 Shape Software and how does it work?
Shape Software software is an all-in-one CRM, Sales, and Marketing Automation for business. The software offers tools to capture leads, send follow ups, and manage client projects within one easy-to-use interface. Collaborate with your team to send high quality newsletters, emails, and drip campaigns for leads. Generate custom reports to measure the performance of workflows. Small, Medium companies make use of the software.
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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 RAYNET CRM and how does it work?
RAYNET CRM is an online CRM system for properly managing customer data. The software has a search feature that allows you to keep track of new contacts, meetings, documents, crucial emails, complaints, and notes for all of your clients in one location. To automate operations, you can use this program to send emails and prepare a final document for your client. You can keep all of your information in one location. You may have an address book that actually works and allows you to quickly find and add new contacts. And you can use your phone to access it from anywhere. In one spot, you can access all of your customer relationship history, meetings, documents, important emails, complaints, and notes for each client. The functioning of RAYNET CRM is protected by Amazon Web Services, one of the world's largest and most modern IT infrastructures (AWS). Furthermore, unique login and password are required to gain access to the software. You can also choose two-factor authentication, password expiration, and password quality.
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 GoCRM and how does it work?
GoCRM is an advanced CRM marketing software that offers organizations advanced state-of-the-art communication tools to improve their sales. It supports streamlined sales processes, scalable business growth besides enhancing the overall customer experience. Users can get their business leads imported from different online and offline sources in an automated manner. GoCRM comes loaded with a specialized toolkit that comprises options like website tracking, Zapier, call tracking, CSV import, etc, providing users with accurate leads tracking ability. Further, users can distribute individual leads in a random or manual way, among their teammates. Advanced workflows within the software, enables team members to get automatic notifications on relevant leads and schedule follow up via their email or VoIP phone. Users can easily place and record business calls, voicemails, messages by utilizing the cloud-based VoIP system offered by GoCRM. The software further integrates with major email providers to ensure that users do not miss any important emails. It also helps with tasks & appointment management, GPS check-ins, maximizing marketing ROI, etc.
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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 ClientTether and how does it work?
In an age where efficiency is key to business success, ClientTether champions the franchising world with its powerhouse franchise management software. Designed to catapult FranDev and unit operations to stellar heights, it's the silent champion working tirelessly behind the scenes to double the sales effortlessly. Imagine stepping into a realm of unmatched sales growth, bolstered by the most advanced automation tools that make competitors pale in comparison. Instantaneous responses to leads? Yes, within a jaw-dropping 30 seconds. Comprehensive lead management that sings in harmony with the CRM? Absolutely. And there's more — dashboards that paint a clear picture of the lead sources, marketing funnels that are not just funnels but thrilling customer journeys, and communication touchpoints so personalized they'll think you're telepathic. Seal the deal faster with integrated e-signatures, seamless payment facilitation, and meticulous proposal management. Then watch the reputation soar as ClientTether helps automate online review procurement, launches new service promotions, and deftly manages referral requests with precision. Keep the treasured clients coming back for more with automated campaigns and loyalty programs designed to captivate and retain. With ClientTether, the franchise is set to rise above the fray, commanding attention in the crowded franchise landscape with a customer service revolution.
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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 Commence CRM and how does it work?
Commence CRM is a customer relationship management platform that manages your service ticket management, customer relationships, integrated project management, sales and marketing lead generation services, and automation. It assists clients in increasing sales via sales automation and customer relationship management. With Commence CRM, you get a comprehensive collection of tools that includes project management, contact management, customer service, lead management, campaign management, sales opportunity management, marketing, activity management, and more. Every feature is closely linked to help you develop your company quicker by allowing you to manage current and new clients from a single platform that eliminates data silos. With extensive analytics and reporting options, the integrated ecosystem gives you visibility into every client and leads collaboration throughout your business. It gives you an in-depth picture of a customer's account, sales, and service history right at your fingertips. It keeps track of sales operations and offers management with meaningful and pertinent sales data. Additionally, you can automate the generation of client segments across a number of data sources, and approach each kind of customer with messaging that addresses their individual pain points.
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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 Prophet CRM and how does it work?
Prophet CRM by Avidian is a platform used to manage sales & marketing teams using - Outlook. The software offers sales automation features to manage repetitive tasks with sales alerts. Measure the performance of data with interactive graphs and tables via dashboards. It supports Mobile Android and iOS. Marketers, Small and Medium companies make use of the software.
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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 CentraHub CRM and how does it work?
CentraHub CRM is a customer relationship management (CRM) software that helps businesses to boost their sales and marketing efforts using amazing tools and integrations. The software enables users to easily integrate workflows where their employees are already working to increase sales. It includes a plethora of dedicated dashboards, that ensures businesses that they always stay ahead of their competitors. CentraHub CRM also works as a collaboration tool and allows users to share insights with team members and answer each other’s questions. The collaboration features of the software can also be used to send information about the leads and share useful updates with team members to keep everyone on the same page. CentraHub CRM comes with sales CRM features through which businesses can automate their sales processes across multiple channels and manage teams, touchpoints and products easily. In the department of marketing, they can use this software to initiate meaningful conversations with prospects and maximise the closure rate.
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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 Claritysoft and how does it work?
Claritysoft provides simple CRM software that helps your business grow more efficiently. Account management with Clarity CRM ensures you always walk into a meeting or account review armed with the knowledge you need to shine. Task and activity management software help ensure nothing falls through the cracks and your customers are getting the attention they deserve. Track the products and services your customers have purchased and ensured good customer relationships.
Read moreSW Score Breakdown
88% 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 Atendare and how does it work?
Atendare combines the power of CRM and marketing automation to streamline productivity and supercharge revenue across all teams. This all-in-one solution provides easy, centralized access to a suite of crucial functions – emails, tasks, calls, proposals, notes, documents, client interactions and more – all aimed at increasing team productivity and enhancing customer service. With the capability to generate polished proposals in a few clicks using customizable templates, Atendare removes the risk of human error and turbocharges salesperson efficiency. Automation takes center stage as repetitive manual tasks become a thing of the past, freeing up valuable time for the team to focus on optimizing the sales process. Drive higher conversion rates with stunning landing pages, crafted within Atendare, and leverage targeted email marketing campaigns to nurture leads and delight customers, while maintaining a personalized touch through advanced segmentation strategies. Achieve and exceed performance milestones by setting clear goals, and dissect the sales process with insightful indicators and metrics provided by Atendare, enabling to make bold, data-driven decisions. Demonstrating return on investment is straightforward and convincing, as Atendare lays out the efficacy of the strategies in clear, actionable data. Elevate the business to new heights with Atendare – where productivity meets efficiency, and revenue growth becomes a tangible reality.
Read moreSW Score Breakdown
88% 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 InfoFlo CRM and how does it work?
Infoflo CRM is a feature-rich contact management system with over 20 built-in components, as well as lifetime free updates that monitors, maintains, and automatically ties all critical contact information back to the relevant contact, allowing access to all information with a single click. It helps you manage your customer records and provides you with rapid access to crucial data and business insights. With Infoflo CRM, you can take your sales pipeline with you so you don't miss out on any critical events or deals. With a simple search of the name or company, you can quickly access your to-do list and contacts on the move. You can sync all of your calendar events, Outlook contacts, categories, businesses, and outgoing/incoming emails in real time. InfoFlo enables you to manage all of your client interactions in one simple interface, ensuring that you have access to all of the critical information you want at a glance. You can attach files, configure email, and create reminders. Additionally, you can view and filter tasks for the whole organization using Infoflo CRM.
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88% 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 Mothernode CRM and how does it work?
Mothernode CRM software is an all-in-one CRM for your business. The software offers tools to build customer relationships with data and contacts in one screen. Measure the sales with KPIs via dashboard to automate workflows. It integrates with Constant Contact, Xero, MailChimp, and more. It supports Mobile Android and iOS. Small, Medium companies make use of the software.
Read moreSW Score Breakdown
88% 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 Netsuite CRM and how does it work?
Netsuite CRM helps out organisations to streamline seamless interactions with present customers, suppliers and partners alike, within a single portal. It facilitates a seamless flow of information across the entire customer lifecycle starting from generating leads to order fulfilment, cross-sell, up-sell and relevant support. Salesforce automation, quotes management, forecasts, commission monitoring and partner relationships are some of the useful functionalities present within. Businesses can also depend on Netsuite CRM to supercharge their sales performance and provide a superior customer experience. Support agents are allowed access to customer-specific records and orders in detail, which they can utilise to provide adequate support. Exclusive benefits offered by the platform goes as improved sales performance, effective campaign management, unified data source and enhanced customer satisfaction. Built-in reports and role-based dashboard views, help with continuous sales monitoring and goal achievement adequately. For those working with partners, Netsuite CRM’s inclusive functionalities like joint marketing campaigns, pipeline management, sales forecasting are of great help.
Read moreSW Score Breakdown
88% 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 C2CRM and how does it work?
Companies depend on C2CRM to monitor cordial relationships with their clients throughout the entire cycle of sales. There are a variety of functions and facilities made available within the software, that can be personalised by business organisations as per individual needs. Its internal structure comes loaded with four different module types namely sales automation, relationship management, customer automation/mobility and marketing automation, facilitating great business. Out of all, the relationship management portal can be utilised to get a 360-degree view of business accounts, activities and contact-related information. The sales automation part can be relied upon to streamline the entire sales pipeline, while the marketing automation module takes care of the campaign-related opportunity and beyond. Finally, it is the customer service module that looks after the entire ticketing system, knowledge base and customer concerns. Other services made available within C2CRM are real-time help with implementation, online training, role-based access and 24 x 7 dedicated support over calls.
Read moreSW Score Breakdown
88% 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 Monday CRM and how does it work?
Maximize their sales potential with monday sales CRM by monday.com, an innovative sales platform where customization meets efficiency no coding required. Ideal for the dynamic sales professional aiming to transcend traditional CRM boundaries, this tool empowers them to convert ideas and meetings into immediate, actionable tasks, propelling deal advancement with exceptional speed. Harness the power of AI-driven smart email templates that assure impactful correspondence, ensuring them strike the perfect tone with every client interaction. With monday sales CRM's intuitive design, them can effortlessly personalize their CRM experience to suit their unique workflow. The platform’s versatility allows for full customization; edit deal stages, introduce unlimited columns, and manage multiple pipelines simultaneously, tailoring the experience entirely to their business needs. The ability to adapt quickly and efficiently in the ever-evolving sales landscape is paramount, and monday sales CRM places that capability squarely in their hands. Whether you’re a solo entrepreneur or part of a bustling sales team, they’ll find that each feature within monday sales CRM is designed to streamline their process and make their job easier. Step into a world of organized, personalized, and smarter sales management with monday sales CRM. Take charge of their sales strategy and witness their productivity soar as every lead and deal is managed with precision and agility. It's more than just a CRM; it's their partner in sales success.
Read moreSW Score Breakdown
88% 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 Salesboom and how does it work?
Salesboom CRM is a Number 1 Value-Based CRM Cloud-Software in the World to manage your business. Manage Client Relationship to unify your strategic sales, marketing, customer service and much more all in one user-friendly platform. The software integrates with Quickbooks, Shopify, Twilio, Freshbooks, Xero, and more.
SW Score Breakdown
88% 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 BlueCamroo and how does it work?
BlueCamroo software is a platform used to track customer’s entire journey with deals and upselling opportunities. The software offers Email Marketing tools to engage your clients for better experiences. Collaborate with your team with access controls to generate bills. Track expenses to measure the performance of business workflows. It integrates with Google Calendar, Slack. Gmail, and more. Marketers, Small and Medium companies make use of the software.
Read moreSW Score Breakdown
88% 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 FIVE CRM and how does it work?
FIVE CRM software is a platform used to manage call center functionality. The software offers tools to manage outbound campaigns for both B2B and B2C to manage agents, the data and calls. Track deals with opportunity management and can schedule automatic reports to measure the performance with reports. Small and Medium companies make use of the software.
Read moreSW Score Breakdown
88% 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 Market Maker and how does it work?
Market Maker is a Real Estate leads CRM software helping agents curate and build their presence in the market. With a wide array of intuitive features, Market Maker optimizes real estate businesses effectively, offering prepositioned appointments right to their calenders. Businesses can get leads recommended to them directly from Facebook Ads, Google Ads, Lead Capture Pages, and home search pages. Moreover, the platform also nurtures out individual leads, personalizing them to build out an intuitive authority of the brand. Through advanced marketing techniques, Market Maker attracts customers to real estate business pages via targeted advertisements, video emails, vlogs, blogs, and other custom promotional media services. Furthermore, eligible and ready-to-act leads are automatically placed within the agents' calendars to deliver a seamless appointment schedule. Integration with Google Calendar helps agents directly sync all appointments on one platform and receive instant alerts regarding new ones.
Read moreSW Score Breakdown
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Oracle Siebel and how does it work?
Oracle Siebel is a comprehensive CRM application that helps businesses to personalize and enhance their customer experience. The application helps users to improve account planning, pipeline visibility and productivity from a single place. Businesses can collaborate across department wise teams, including service, marketing, inventory and finance to get a 360° view. Users get to plan, orchestrate and deliver actionable marketing insights customized to the needs of B2B and B2C organizations. The specialized features of Oracle Siebel include intelligent real-time optimization and dispatch of field service resources, inventory management, depot repair and service analytics. The solution also allows sales teams and calls centres to perform tasks efficiently, making it easy for customers to buy goods and services easily. Users can create customized and intuitive customer experiences with a set of flexible solutions that directly meet their business requirements. The CRM application has a metadata-driven architecture that enables rapid application design and powerful performance.
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88% 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 AllClients and how does it work?
AllClients software is a Web-based CRM software to automate workflows. The software offers tools to manage Contact information, Notes, To-do’s, Appointments, and more. Group several client activities and each Team member has different permissions and access levels to the system. Create a step by step workflow for potential customers through your systematic processes.
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The Average Cost of a basic CRM Software plan is $25 per month.
51% of CRM Software offer a Free Trial
, while 20% offer a Freemium Model .PRODUCT NAME | SW SCORE | AGGREGATED RATINGS |
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89 | 4.7 |
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89 | 4.8 |
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89 | 5 |
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89 | 4.9 |
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89 | 4.7 |
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89 | 4.3 |
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89 | 5 |
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89 | 4.4 |
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88 | 4.7 |
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88 | 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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