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Showing 121 - 140 of 479 Products

73% 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

Atlas CRM logo
Gain Insights with Customer Conversions 4.7 Based on 3 Ratings
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What is Atlas CRM and how does it work?

Atlas CRM software is a platform used to manage customer data and Atlassian tools. The user-friendly interface displays and monitors the sales opportunities by tracking them in a customizable sales funnel. Collaborate with teams to convert more leads in minutes. It integrates with Jira, Confluence and Service Desk. 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 69%
  • Reviews 68%
  • Momentum 60%
  • Popularity 60%

Atlas CRM Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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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

Affinity Relationship Intelligence logo
An appropriate choice to take care of business-relevant data 4.6 Based on 25 Ratings
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What is Affinity Relationship Intelligence and how does it work?

Affinity Relationship Intelligence is an innovative CRM software, providing appropriate relationship metrics, detailed insights of deal management and completely automated data entry. Affinity Relationship Intelligence makes it increasingly convenient for dealers to log up their contacts accurately in the CRM, in addition to the function of enriching data profiles with relevant information automatically. Thus freeing up hours of time and manual labour for being invested in graver matters. Affinity Relationship Intelligence further enables pipeline management of complicated long-term deals by bringing to use familiar spreadsheets. This also includes the Kanban way of viewing deals from pitch to the close. The platform further provides client dealers with the best options applicable for closing any particular deal. A built-in analyser assesses every active deal individually and presents to the dealer, viable conditions to bring forth the closure. The same platform allows the team behind that deal to collaborate and come to decisions together.

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

  • Features 73%
  • Reviews 69%
  • Momentum 60%
  • Popularity 64%

Affinity Relationship Intelligence Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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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

Chime CRM logo
Operational Intelligence 4.5 Based on 25 Ratings
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What is Chime CRM and how does it work?

Chime is a powerful lead generation and CRM solution for real estate professionals. It solves all of the pain points most agents struggle with on a daily basis. This suite of tools enables agents to launch marketing campaigns, track leads’ activities, build customer relationships, and seamlessly manage teams, across multiple devices. By streamlining all their operations from end-to-end, Chime allows agents to focus on what really matters boosting their business.

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

  • Features 71%
  • Reviews 69%
  • Momentum 66%
  • Popularity 78%

Chime CRM Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pipeline CRM logo
Unlock the true potential of your sales team for closing more deals 4.5 Based on 923 Ratings
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What is Pipeline CRM and how does it work?

Pipeline CRM (formerly PipelineDeals) is a sales-first customer relationship management (CRM) software designed to help businesses streamline their sales process, accelerate deal closures, and build lasting customer relationships. With an intuitive, easy-to-use interface and fully customizable tools, sales teams can track, manage, and optimize their pipeline in real time—ensuring no opportunity is missed. Users can easily filter and customize their sales pipeline for quick access to key deal information. Remote teams can assign tasks, share deals, and collaborate with team members effortlessly. Trusted by 18,000+ users in 60+ countries, Pipeline CRM ensures sales teams spend less time on admin work and more time closing deals.

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

  • Features 99%
  • Reviews 89%
  • Momentum 64%
  • Popularity 75%

Pipeline CRM Pricing

  • Free Trial Available
  • Starts at $25.0. Offers Custom plan.
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78% 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

Insycle logo
Helps to acquire control over customer data 4.8 Based on 157 Ratings
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What is Insycle and how does it work?

Insycle is a modern customer data management platform that can be used to organise, cleanse and update customer data. Insycle helps to identify duplicate contacts or companies that deduplicate them. This platform also improves personalisation by standardising job titles, industry, address, and other text fields. Also, one can segment and create targeted campaigns using consistent data. With Insycle, users can import from CSV over flexible update controls and templates to avoid overwriting important data or duplicates alike. Insycle identifies incomplete, inaccurate data, and improperly formatted data to fix it. Also, this platform ensures the removal of fake contact, redundant data, and any bad data. This customer data management platform aggregates groups of data and drills down to underlying them. Also, one can explore the database to understand which fields are being used. It understands how many different values every field has. With Insycle, people can analyse and consolidate field structure and standardise their values. Workflows, automation, edit grids, and collaboration are some other features present within.

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

  • Features 69%
  • Reviews 72%
  • Momentum 61%
  • Popularity 72%

Insycle Pricing

  • Free Trial Available
  • Starts at $25.0. 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

Relenta logo
Multi-featured CIM tool 4.9 Based on 55 Ratings
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What is Relenta and how does it work?

Relenta is a cloud-based CRM software and primarily marketed as a Customer Interaction Management tool. Relenta helps you to schedule and manage all your appointments and collaborate each task with your team members. Systematic group management and lead management are the benefits of Relenta, and it highly aids users in email marketing. The contact timeline option can give a 360-degree view of each customer relationship instantly.

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

  • Features 74%
  • Reviews 74%
  • Momentum 64%
  • Popularity 71%

Relenta Pricing

  • Free Trial Available
  • Starts at $39.00.
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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

Solve360 logo
Detailed insights for CRM 4.5 Based on 161 Ratings
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What is Solve360 and how does it work?

Solve CRM is an online platform for both CRM and contact management. You can manage all your team activities and prioritize them for ensuring orderliness and proper control. Solve CRM does appointment management, group management, lead management. It supports email marketing. Solve CRM comes with customer pipeline, prospecting tools, shared contacts, advanced search/filter options.

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

  • Features 92%
  • Reviews 77%
  • Momentum 60%
  • Popularity 70%

Solve360 Pricing

  • Free Trial Available
  • Starts at $25.00.
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78% 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

Roboeyelabs logo
Customer Relationship Management Saas Software 5 Based on 4 Ratings
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What is Roboeyelabs and how does it work?

Roboeyelabs is an end-to-end Saas Customer Relationship Management (CRM) solution that sports a range of features. With Roboeyelabs, management receives a 360° view of the customer such as accessing customers’ social profiles and identifying customer touchpoints from a single location. Users can score leads and integrate the tool with their existing technological infrastructures. The Auto profile enrichment feature enables users to make their own decisions regarding details such as workflow, UI, database changes, etc. The user-friendly tool also showcases a visual sales pipeline that enables users to organize, analyze, prioritize and close deals quickly and efficiently. They can then analyze the impact of every activity on sales with the help of in-depth and customized reports that deliver information about the performance in the form of charts. And with the various clouds, users can perform specific functions. With the service cloud, they can extend timely support to customers and marketing cloud, users can optimize one-on-one customer journeys.

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

  • Features 76%
  • Reviews 70%
  • Momentum 61%
  • Popularity 70%

Roboeyelabs Pricing

  • Free Trial Available
  • Starts at $10.00. Offers Free-forever plan.
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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

SutiCRM logo
An Online CRM Solution 4.7 Based on 3 Ratings
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What is SutiCRM and how does it work?

SutiCRM is a cloud-based CRM Software used to automate the processes of marketing, sales, support, and contracts. Generate leads through effective campaigns. Gain insights and monitor your pipeline and revenue metrics. Small, Medium and Large companies make use of the software.

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

  • Features 92%
  • Reviews 69%
  • Momentum 61%
  • Popularity 77%

SutiCRM Pricing

  • Free Trial Available
  • Starts at $10.00. 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

AllProWebTools logo
CRM Software for Customers 4.8 Based on 79 Ratings
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What is AllProWebTools and how does it work?

AllProWebTools software is an CRM tools used to retain more customers for business. The software offers tools to find new leads and follow up to close deals. Create, schedule, and send custom emails as per company details. Collaborate with your team to automate workflows. 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 74%
  • Reviews 81%
  • Momentum 61%
  • Popularity 72%

AllProWebTools Pricing

  • Free Trial Not Available
  • Starts at $30.00.
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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

SalesSeek logo
Simple but powerful sales CRM 4.3 Based on 37 Ratings
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What is SalesSeek and how does it work?

SalesSeek is a CRM platform designed with the purpose of helping teams with marketing while satisfying their customers and helping businesses grow in the process. SalesSeek is a favorite option because of its ease to set up and its customizable features. Its colorful visualization is also another one of its selling points. The software offers valuable e-mail marketing and marketing automation tool with an accurate tracking system that gives feedback on the results of your e-mail and marketing campaigns. SalesSeek provides its unique Sales Funnel feature – an interactive deal management tool which grants a simplified but highly visual view of the sales pipeline. The platform helps to integrate each department within a team for harmonious collaboration. Using SalesSeek also helps teams prioritize their work better by arranging projects according to their data size. SalesSeek is available as apps on the iOS and Android mobile platforms.

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

  • Features 71%
  • Reviews 74%
  • Momentum 65%
  • Popularity 74%

SalesSeek Pricing

  • Free Trial Available
  • Starts at $75.00.
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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

SalesJunction logo
A CRM Software for Business 4.5 Based on 34 Ratings
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What is SalesJunction and how does it work?

SalesJunction software is a CRM software used to tracks all contact and follow-up activities with customers. The software offers tools to create the message and manage schedules about the report sends to clients. Collaborate with your team to store documents and share to measure the performance of workflows. It supports Mobile iOS. 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 72%
  • Momentum 61%
  • Popularity 68%

SalesJunction Pricing

  • Free Trial Available
  • Offers Custom 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

OrangeCRM logo
Web based CRM Software 4.5 Based on 12 Ratings
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What is OrangeCRM and how does it work?

OrangeCRM software is a platform used to automate specific business needs. The software offers a suite of modules to manage customer data to handle lead and manage high quality customer service. The Fulfillment module used for monitoring the product shipments, digital goods and services, invoices, customer data transmissions, email communications and more. Collaborate with your team to measure business performance with reports. Small, 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 78%
  • Reviews 71%
  • Momentum 60%
  • Popularity 64%

OrangeCRM Pricing

  • Free Trial Not Available
  • Starts at $995.00.
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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

CAS CRM logo
A CRM Software for Business Sectors 4.5 Based on 4 Ratings
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What is CAS CRM and how does it work?

CAS CRM software is a complete customer relationship management solution. The software offers a range of smart modules to manage access to data to streamline sales processes. Collaborate with team to respond to changes with instant reports via dashboard. Small, Medium companies make use of the software.

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

  • Features 91%
  • Reviews 69%
  • Momentum 63%
  • Popularity 73%

CAS CRM Pricing

  • Free Trial Not Available
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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

VisionFlow logo
Manage Business Process in Minutes 4.5 Based on 20 Ratings
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What is VisionFlow and how does it work?

VisionFlow software is a platform used to optimize business. The software offers tools to manage issues and track tasks with suite for Service Management. Collaborate and share information in developing applications. Measure projects with data, documents, activities by team members for workflows. Small, 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 72%
  • Momentum 66%
  • Popularity 73%

VisionFlow Pricing

  • Free Trial Available
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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

Jarvis CRM logo
CRM Software for Business Growth 4.9 Based on 16 Ratings
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What is Jarvis CRM and how does it work?

Jarvis CRM software is platform used to manage feature-rich integrated CRM to view business growth. The software offers tools to create opportunities, quotes, sales orders, and invoices in any location. Collaborate with team to track activities and measure the performance of campaigns. It integrates with Sendgrid, Quickbooks. 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 78%
  • Reviews 71%
  • Momentum 60%
  • Popularity 62%

Jarvis CRM Pricing

  • Free Trial Available
  • Starts at $34.00.
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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

PROMYS logo
Professional Services Automation Software 4.8 Based on 42 Ratings
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What is PROMYS and how does it work?

PROMYS software is an all-in-one platform to offer better customer experience. The software offers tools to manage companies, contacts and addresses from a single point. Track sales with opportunities to gain real-time visibility into revenue, margin, and resource planning. Collaborate with your team to manage tasks with alerts for workflows. It supports Mobile Android and iOS.

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

  • Features 78%
  • Reviews 79%
  • Momentum 63%
  • Popularity 70%

PROMYS Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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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

ClientTether logo
A Client Management Software 4.9 Based on 27 Ratings
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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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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 94%
  • Reviews 76%
  • Momentum 64%
  • Popularity 75%

ClientTether Pricing

  • Free Trial 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

TeamWave logo
Integrated CRM and HR software 4.7 Based on 35 Ratings
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What is TeamWave and how does it work?

TeamWave provides a consolidated suite of business applications, i.e., CRM, project management, HRMS, in one incorporated platform. The best-of-breed SaaS applications motivate users, and their motto is to make this a corporate platform that delivers everything according to the user's business needs. TeamWave is a cloud-based incorporated solution that assists users with important business processes like marketing automation, collaboration, sales, time tracking, and marketing automation. TeamWave is the spot for businesses to collaborate, sell, offer support, and make operations easier- everything accessible on the same page. Moreover, it has excellent incorporation with Google Suite, and for any business owner, they make them feel that the investment is worth it. TeamWave is an exceptional platform that offers data consistency, employing cloud-based web and mobile applications; users can maintain business work anywhere, anytime. Moreover, users have access to other overall activities, including closed deals, completed tasks with live updates, and easily grouping all operations by day. TeamWave has one very affordable subscription pricing plan that charges a basic amount of INR 1800 per month.

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

  • Features 77%
  • Reviews 79%
  • Momentum 62%
  • Popularity 74%

TeamWave Pricing

  • Free Trial Available
  • Starts at $39.00.
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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

Binfinity CRM logo
Customer Relationship Management Write a Review
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What is Binfinity CRM and how does it work?

BInfinity CRM is a Cloud/On-Premise hosted Customer Relationship Management software exclusively created for organizations for their complete Sales Lifecycle Management from procurement of a lead to service delivery and managing assets and relationships thereafter. Tracking performance indicators in relevance to the current trends. Real-time team monitoring through Android/IOS based mobile application. Role/task-based control to define a set of actions by super admin to various user profiles using BInfinity CRM.

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

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

Binfinity CRM Pricing

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

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
Atlas CRM Atlas CRM 73 4.7
Affinity Relationship Intelligence Affinity Relationship Intelligence 77 4.6
Chime CRM Chime CRM 77 4.5
Pipeline CRM Pipeline CRM 94 4.5
Insycle Insycle 78 4.8
Relenta Relenta 80 4.9
Solve360 Solve360 86 4.5
Roboeyelabs Roboeyelabs 78 5
SutiCRM SutiCRM 86 4.7
AllProWebTools AllProWebTools 79 4.8

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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