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87% 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 BuddyCRM and how does it work?
BuddyCRM is a sales management tool built for a sales team of 5 or more reps. It’s an online CRM solution to easily manage existing clients, leads, and prospects’ data. The tool enables sales managers to store all modes of interaction between the company and clients in one place including calls, emails, activities, and attachments. Users can build sales presentations and send out itemized quotes with product pictures and specifications. They can track the performance of their sales team and ROI on their marketing budget while on the go. Also, you can quickly filter contacts to send targeted emails through Pure360, Mailchimp, Redeye, and Flowbird integrations. The strength of this software is that it can be accessed from any browser and it has a strong customer support team. Additionally, there is a mobile app for iOS devices. BuddyCRM even comes with a dedicated CRM manager who oversees all aspects of software management while users manage sales.
Read moreSW Score Breakdown
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
What is EQUP and how does it work?
EQUP is an all-in-one software solution that is designed to empower businesses with the tools they need to automate their marketing, sales, and billing operations. The platform offers a comprehensive suite of features that make it easy to manage multiple companies under one plan, reducing the costs and complications associated with having to pay for each company separately. With over 20 years of experience in sales and marketing, understand the struggles that businesses face when using traditional CRM platforms. EQUP is designed to address these issues, eliminating the cost, complexity, and unproductivity of these solutions. Unlike other solutions, EQUP is available for free, allowing businesses to access the whole platform without any additional cost. With EQUP, businesses can streamline their processes and see improved results in no time.
Read moreSW Score Breakdown
87% 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 Attio and how does it work?
Attio is reinventing customer relationship management for the modern business. As the CRM platform of the future, Attio goes beyond traditional CRM solutions by providing complete customizability, intuitive collaboration features, and unparalleled data-driven insights that adapt in real-time to how the business operates and evolves. With Attio, professionals can build a tailored CRM solution to match their organization's unique needs and processes without the restrictions of a rigid, one-size-fits-all system. The platform makes it simple to set up customized workflows, fields, and integrations that power productivity and alignment across teams. Data is seamlessly integrated from all business systems into one centralized hub that delivers actionable intelligence and unprecedented visibility into the entire customer lifecycle. Attio sets a new standard for CRM usability with an intuitive, user-friendly interface that minimizes training requirements and encourages natural collaboration. Team members can easily share relevant customer information in real-time, work together on accounts, and provide transparency across the organization. As a true next-generation CRM, Attio evolves alongside the needs of modern businesses.
Read moreSW Score Breakdown
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Follow Up Boss and how does it work?
Follow Up Boss is a smart lead management solution that is developed to enhance the growth of companies by easing up the process of lead management. With Follow Up Boss, users can get all of their leads at one single platform and take full control of their follow up. They assist you in working smarter, delivering a top-class customer experience and sign as many deals as possible. You can instantly assign leads to the agents and get back to respond to new leads. The agents, under your guidance will then proceed on with the calling and setting rendezvous. On their platform, they automatically fetch prospect leads from more than 200 sources and potential lists to guess your next possible call lead. Using pre-developed action plans and drip campaigns and a smart on boarding team, things get started easily. They replace your business phone system and automatically direct leads to your team. With their support and your work, you can easily convert all your customers into highly interested leads. They have three plans for their customers; GROW, PRO, AND PLATFORM costing 69 dollars, 499 dollars and 1000 dollars respectively. You can get a free trial of 14 days to try their services.
Read moreSW Score Breakdown
70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is CampPro Plus and how does it work?
CampPro Plus is a cloud based customer relationship management software. This software is basically a digital micro marketing system that addresses customer engaging needs of high transaction-centred businesses. It will help you manage and monitor all your multi-channel marketing campaigns. With it you can capture and retain promising customers over multiple media channels. CampPro Plus offers its users real-time customer profiling data. It helps in creating leads using AI. The software is robust, scalable and features a simple easy-to-follow user platform. It has a modular architecture.
Read moreSW Score Breakdown
87% 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 Wakeupsales and how does it work?
Wakeupsales software is a CRM software used to streamline sales activities. Manage Projects, generate leads, and close more deals. It offers a real-time ticket customer support during the project and even after delivery. The software integrates with MailChimp, Zapier, CallHippo, and more. Marketers, Project Managers, Small, Medium and Large 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 UPilot and how does it work?
UPilot is a sales customer relationship management platform that helps small to mid-sized businesses forecast, automate, and generate reports. Sync all your contact’s emails and manage communication through an inbuilt next-generation email system. Get visibility into all your team’s communications with the prospects. A Visual Pipeline built on the principles of Kanban. Built-in a way to simplify your sales process and drive more intelligent sales through insights and clarity. Contact Lists and Views helps you segregate and arrange contacts as per your commercial, relationship, or bucket goals.
Read moreSW Score Breakdown
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
What is Lasso CRM and how does it work?
Lasso CRM is an intuitive customer relationship management software specially designed for different professionals such as Real Estate Dealers & Developers, Home Builders and New Home Agencies. Lead management feature within the software, helps users with lead capturing processes besides faster response rates. They also get to build deeper relationships with individual prospects and close in more sales. Moreover, an integrated e-marketing module, helps users generate and forward customer-specific emails featuring an improved opening rate. Lasso CRM, with its robust reporting module, enables business owners to get detailed insights into their overall performance, and take effective measures that will improve sales. Moreover, the customer relationship management solution with its powerful API offers seamless integration with external platforms, ERP and web forms, thus saving in a lot of time. Sales personals can leverage the software to build deeper relationships with clients, besides using client-specific rich profiles and notes history to generate more leads.
Read moreSW Score Breakdown
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Whatsapp CRM and how does it work?
If the customer is a WhatsApp user looking for an all-in-one solution to simplify customer relationship management? Look no further than WhatsApp CRM, the ultimate tool that brings immediate solutions to WhatsApp users around the world. With WhatsApp CRM, can say goodbye to the hassle of managing customer relationships manually. This innovative software allows effortlessly to convert leads, enhance support, and empower the team with simplified workflows. Gone are the days of juggling different platforms to manage customer interactions. WhatsApp CRM centralizes all the communication and provides a seamless experience for both the customers. Imagine being able to effortlessly track interactions with customers, analyze data, and gain valuable insights to drive business forward. WhatsApp CRM not only does all this, but it also provides real-time notifications, ensuring that never miss an opportunity to engage with a customers. This user-friendly interface makes it a breeze to navigate through the system, even for those less tech-savvy. And with regular updates and improvements, can rest assured knowing that always using the latest and greatest version of WhatsApp CRM. Don't let the complexities of managing customer relationships overwhelm you. Take control with WhatsApp CRM and experience the power of streamlined workflows, enhanced support, and increased conversions. It's time to revolutionize the way you do customer relationship management. Try WhatsApp CRM today and start reaping the benefits immediately.
Read moreSW Score Breakdown
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
What is CallProof and how does it work?
CallProof Mobile CRM is a sophisticated web-based and mobile-capable Customer Relationship Management (CRM) solution with a host of features to organizes all facets of the sales process, from lead tracking to reporting.
SW Score Breakdown
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
What is Spotler CRM and how does it work?
Introducing Spotler CRM, the ultimate solution for B2B marketing teams. Are they tired of juggling multiple software and wasting precious time on mundane tasks? Well, Spotler CRM is here to revolutionize the way they do business! With Spotler CRM, building long-lasting relationships becomes second nature. It empowers their team to effortlessly manage customer interactions, nurture leads, and track opportunities, all in one centralized platform. Say goodbye to scattered information and missed opportunities. Spotler CRM helps they streamline their sales process, so they can focus on what really matters closing deals! But that's not all. They understand that pricing plays a crucial role in their decision-making process. That's why Spotler CRM offers they the same unbeatable technology and dedicated team, at a price that won't break the bank. They believe that every B2B marketer deserves the best tools to succeed, regardless of their budget. What sets Spotler CRM apart is its seamless integration into our comprehensive marketing suite. Now, they can enjoy the benefits of a complete ecosystem designed exclusively for B2B marketers. From email campaigns to lead generation, social media management to analytics, Spotler CRM is their one-stop solution to drive their business forward. But don't just take our word for it. Join the ranks of thousands of satisfied customers who have witnessed the power of Spotler CRM. This professional and informative approach ensures that they are equipped with all the knowledge and support needed to make the most out of our platform. They're not just buying a product, but investing in a partner dedicated to their success.
Read moreSW Score Breakdown
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
What is Perfex CRM and how does it work?
Perfex is a Customer Relationship Management (CRM) system that is aimed at small businesses and freelancers. Project management features let users track expenses and time spent on tasks, and bill their customers. It also provides the ability to assign tasks and track logged time. They can even create one-click invoices, invoices with different taxation and recurring invoices which will be regenerated automatically based on user requirements. Estimates can be converted directly to invoices and customers can view invoices even without any login. Features for creating impressive proposals are also present, including an editor allowing tables, images, YouTube videos and more. Lead management is possible and is helped using kanban layouts and users can automatically import leads from emails. On top of all this, features for managing expenses and payments with automatic reports after each PayPal payment, task management, contract management, surveys, goal tracking, and more are available.
Read moreSW Score Breakdown
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
What is FreeCRM and how does it work?
FreeCRM software is a Cloud CRM used to manage business. The software offers tools to customize leads with key contacts to manage your sales pipeline. Support every customer on every channel to close deals. Engage clients and nurture relationships to personalize messages and measure performance with reporting tool. Small, Medium companies make use of the software.
Read moreSW Score Breakdown
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Barantum CRM and how does it work?
Barantum CRM is a customer relationship management (CRM) application that makes it easier for companies to allow their all departments to work together. This is an easy-to-use and customisable application that is suitable for all business types. Barantum CRM offers fully-featured sales cycle automation features that help users at every step of an individual process, from lead to a sale. It is the latest technology CRM that includes features of real-time GPS tracking, analysis reports generation and several integration channels. Barantum CRM also works as a customer service system that helps to accelerate service delivery through better ticket management and SLA management. In addition, the customer service system also enables companies to improve their client experience using omnichannel integrations and analysis reports. Finally, Barantum CRM also supports integrations with various channels and social media platforms. Some of the popular integrations in this department include WhatsApp integration, Agent Management and Call Center Integration.
Read moreSW Score Breakdown
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
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.
Read moreSW Score Breakdown
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
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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Affinity Relationship Intelligence Pricing
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Workbooks CRM and how does it work?
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. The core functionality covers Marketing Automation, Salesforce Automation, Order Management & Invoicing and Customer Services
SW Score Breakdown
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Onpipeline and how does it work?
Onpipeline is a cloud-based customer relationship management (CRM) solution for sales teams that offer visual pipeline management, as well as email and calendar integration. Easy to use and fully customizable to fit your business needs. Marketing automation allows you to save time on recurring tasks. All accounts with unlimited storage, contacts, and users. You can set up Onpipeline to work with one or more customizable pipelines and optionally assign them to a Team. Make calls and send emails to and get in touch with your contacts with just one click.
Read moreSW Score Breakdown
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
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.
Read moreSW Score Breakdown
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Sage Sales Management (formerly ForceManager) and how does it work?
Sage Sales Management empowers field sales teams with tools they actually love using every day. Seamlessly integrate calls, geolocalized visits, video calls, calendars, and emails into one streamlined platform. With interactive charts and actionable insights, sales reps can enhance deal analysis, uncover key negotiation points from email threads, and make smarter decisions faster. Sage Copilot, the built-in AI for sales, supercharges workflows from start to finish, helping teams prioritize tasks and visualize opportunities across the pipeline. Even offline, reps can access geolocalized data to stay productive, ensuring no opportunities are missed. Managers can assign customized targets to drive team performance, while customizable reports and widgets provide clear visibility into progress. By simplifying processes and offering powerful, easy-to-use features, Sage Sales Management becomes the ultimate tool to elevate the sales strategy.
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Sage Sales Management (formerly ForceManager) Pricing
The Average Cost of a basic CRM Software plan is $25 per month.
51% of CRM Software offer a Free Trial , while 20% offer a Freemium Model .
| PRODUCT NAME | SW SCORE | AGGREGATED RATINGS |
|---|---|---|
BuddyCRM
|
87 | 4.3 |
EQUP
|
78 | 5 |
Attio
|
87 | 4.8 |
Follow Up Boss
|
91 | 4.5 |
CampPro Plus
|
70 | 0 |
Wakeupsales
|
87 | 4.4 |
UPilot
|
88 | 4.5 |
Lasso CRM
|
86 | 4 |
Whatsapp CRM
|
82 | 4.7 |
CallProof
|
86 | 4.3 |
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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