CRM
Now Reading
Top 50 CRM Software
0

Top 50 CRM Software

Customer Relationship Management refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle. This is done with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.

CRM systems are designed to compile information on customers across different channels or points of contact between the customer and the company which could include the company's website, telephone, live chat, direct mail, marketing materials and social media.

CRM systems can also give customer-facing staff detailed information on customers' personal information, purchase history, buying preferences and concerns. CRM software consolidates customer information and documents into a single CRM database so business users can more easily access and manage it.

What are the Top CRM Software: Streak, Teamwork, Funnel CRM, Pipedrive, Salesflare, PipelineDeals, InTouchCRM, GreenRope, Capsule CRM, Agile CRM, Epicor CRM, amoCRM, Salesforce, Workbooks, Averiware, Salesboom CRM, 24SevenOffice CRM, Snapforce CRM, SuperOffice, ClinchPad, Microsoft Dynamics CRM, icomplete, Maximizer, Salesnet, NetSuite OneWorld, Insightly, Raynet, SAP Digital CRM, webCRM, TeamWox, Really Simple Systems CRM, Campaigner CRM, Keap, Nutshell, Nimble, CRMnext, TeamWave, Clevertim CRM, GoldMine, Solve CRM, InterAction, SalesNexus, LeadMaster’s CRM, Tour de Force CRM, CloudSuite CRM, Pipeliner CRM, Pivotal CRM, Creatio CRM, Salesmate are some of the Top CRM Software.

You may like to read: How to Select the Best CRM Software for Your Business, Free, Open Source CRM Software and Best Practices for CRM Implementation.

Top CRM Software

Top CRM Software

What are CRM Software?

CRM is a must for entrepreneurs of today and it stands for Customer Relationship Management. In the early days, there was a period where databases are stored on individual computers and business were managed using the that.

Technology has improved and CRM now is a cohesive platform that connects all the business platforms into one big umbrella, from marketing to sales and customer service; all these are effectively coordinated by the software by a perfect organization of their notes; activities and metrics into a system that will work perfectly for the business it is intended for.

This system works in conjunction with cloud computing and Saas wherever the user is internet enabled. It has the ability to grow and scale a business; no matter how small the business. The companies that use CRM has increased their sales revenue; an increase in their leads and much more importantly, a retention of their customers.

Some of the standard features offers which helps business to remain competitive are Sales, Marketing, Services, Contact Management, Interaction tracking, Email integration, Document storage, Mobile access, Pipeline Management, Social media integration, Custom reporting, and Marketing automation.

You may like to read: Top CRM Software for Small Business

What are CRM Software

What are CRM Software

You may like to read: How to Select the Best CRM Software for Your Business, Free, Open Source CRM Software and Best Practices for CRM Implementation.

What are the benefits of CRM Software?

Information is key to the growth of any business; CRM allows you to know more about your customers which you can then exploit to serve them better and thereby retain their loyalty. This is a tool to enhance the dissemination of valuable information among the workforce.

Any employee that speaks to the customer will be able to give the right and correct information because he has direct access to such. People hate entrepreneurs who waste time because every customer values their time. This software will enable every business that incorporates it into their business to respond quickly to all customer requests; inquiries and business deals.

It makes the flow in the business to be smooth. Sealing a deal in a business transaction involves a lot; it constitutes a lot of burden on the workforce. The introduction of this software will bring automation into everyday tasks. This relieves the staff of many burdens that they would have shouldered without the system. All the information in the business will be automated by this system.

Employees can now easily view emails; phone call details and calendar from one place that is easily accessible to them. Every business concern needs excellent analytical Data and Reporting if it must remain competitive in the business climate of today.

The CRM has a lot to offer the business of today if such business is to remain relevant in the today’s business world that has gone completely digital in operations.

You may like to read: How to Select the Best CRM Software for Your Business, Free, Open Source CRM Software and Best Practices for CRM Implementation.

Benefits of CRM Software based on PAT RESEARCH User Study Survey 2019

Benefits of CRM Software based on PAT RESEARCH User Study Survey 2019

Top CRM Software

Streak, Teamwork, Funnel CRM, Pipedrive, Salesflare, PipelineDeals, InTouchCRM, GreenRope, Capsule CRM, Agile CRM, Epicor CRM, amoCRM, Salesforce, Workbooks, Averiware, Salesboom CRM, 24SevenOffice CRM, Snapforce CRM, SuperOffice, ClinchPad, Microsoft Dynamics CRM, icomplete, Maximizer, Salesnet, NetSuite OneWorld, Insightly, Raynet, SAP Digital CRM, webCRM, TeamWox, Really Simple Systems CRM, Campaigner CRM, Keap, Nutshell, Nimble, CRMnext, TeamWave, Clevertim CRM, GoldMine, Solve CRM, InterAction, SalesNexus, LeadMaster’s CRM, Tour de Force CRM, CloudSuite CRM, Pipeliner CRM, Pivotal CRM, Creatio CRM, Salesmate are some of the Top CRM Software.

You may like to read: How to Select the Best CRM Software for Your Business, Free, Open Source CRM Software and Best Practices for CRM Implementation.

Top CRM Software
PAT Index™
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Pipeline-Velocity
 
 
bpmonline
 
1

Streak

Compare
Streak
Streak

Streak is a spreadsheet style CRM provider that makes data management and everyday processing functions easier. Streak is supported by both Google chrome and safari. It has a user friendly simple collaboration feature that permits the sharing of data within seconds. Users link their google IDs through open id without having to share any personal information with streak. It also provides a multipurpose feature that allows for management of different functions within Gmail so that you can multitask. Streak works with Google apps and provides a secure connection to you various accounts. It is easy to install as no IT…

Overview
Features

•Sales
•Product Dev
•Deal Flow
•Fundraising

Price

•$0 USD user/month
•STARTER •$19 USD user/month
•Most Popular Plan •CORPORATE $39 USD user/month
•ENTERPRISE $89 USD user/month

Website
What is best?

•Sales
•Product Dev
•Deal Flow

What are the benefits?

•Reach out to people at scale
•Track applicants where you actually talk to them
•Manage pipelines and team activity from one place

Bottom Line

Streak collaborate with a single click. Share contacts, email, files, and anything else needed to get the job done.

9.0
Editor Rating
8.3
Aggregated User Rating
4 ratings
You have rated this

Streak

2

Teamwork

Compare
Teamwork Desk
Teamwork Desk

Teamwork is a project management app designed to increase productivity for professionals, managing employees and clients on one platform. The project category element allows users to categorize active projects with start and end dates. Important projects can be kept at the top of lists by using a starring system, as well as a snapshot view of team activities. The Teamwork project activity overview has the ability to inform and update on project announcements. Project templates can be moved, copied and archived highlighting milestones in a "Gantt" style chart. The document editor allows users to edit files in Teamwork Projects without…

Overview
Features

• Project Categories
•Complete Control
•Privacy
•Project Activity Overview
•Announcements
•Move or Copy Projects
•Integrations
•Reports
•Notification Preferences
•Document Editor
•Task Lists
•Assign to Multiple People
•Attachments on Tasks
•Task Estimates and Progress
•Gantt Charts
•Tags on Task

Price

•$69/ MO - 50 projects/20GB space
•$169/MO - 150 projects/100GB space
•$269/MO - 300 projects/400GB space

Website
What is best?

• Project Categories
•Complete Control
•Privacy

What are the benefits?

•Complete Control
•Project Activity Overview
•Integrations

Bottom Line

Teamwork is a suite of online collaboration tools designed to maximize productivity and communication with employees and clients.

8.7
Editor Rating
8.1
Aggregated User Rating
2 ratings
You have rated this

Teamwork

3

Funnel CRM

Compare
Funnel CRM
Funnel CRM

Funnel CRM is a sales tool and CRM for growing businesses. Helping business owners and sales team solve the most frustrating problems like broken sales workflows, missing follow-ups, losing track of deals because of messy inboxes or not able to track leads and managing them under one app. It provides the following features: - a simple form for capturing leads, similar to a contact form many sites have, - a centralized place that would allow us to process these leads, that was not in our email inboxes, potentially lost or forgotten about among other emails - a way to communicate…

Overview
Features

• Gmail integration
• Deal Tracking
• Proposal creation and delivery via email

Website
What is best?

• Gmail integration
• Deal Tracking
• Proposal creation and delivery via email

What are the benefits?

• Code Your Own Forms
• Catch-All Email Address
• Easily spot deals with unread messages

Bottom Line

Funnel is a intelligent CRM for Smart Teams. Funnel enables website owners to easily process work-related inquiries and keep track of their business contacts through contact forms

9.1
Editor Rating
9.1
Aggregated User Rating
11 ratings
You have rated this

Funnel CRM

4

Pipedrive

Compare
Pipedrive
Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale. As a cloud-based application, the solution can be accessed from anywhere 24x7 using any web browser or dedicated mobile apps. Pipedrive provides sales personnel full visibility of different sales pipelines. A robust interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities…

Overview
Features

• Sales Forecasting & Reporting
• Pipeline Management
• Customizable Web Forms
• Sales Data Analyzer
• Simple & Effective Sales Reports
• SAML SSO (Single Sign-On)

Price

• Silver - $15-$18* / month per user
• Gold - $29-$34.50* / month per user
• Platinum - $75-$89.50* / month per user
*billed monthly

Website
What is best?

• Sales Forecasting & Reporting
• Pipeline Management
• Customizable Web Forms

What are the benefits?

• Identify Opportunities for Improvement
• Track & Test Sales Process
• Enter, Update & Find All Data in One View

Bottom Line

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes.

8.7
Editor Rating
8.7
Aggregated User Rating
8 ratings
You have rated this

Pipedrive

5

Salesflare

Compare
Salesflare
Salesflare

Salesflare is a simple and powerful CRM that automates data to build better relationships and make more sales. A fast, visual and easy-to-use sales machine.Salesflare is designed to be simple to understand and powerful when used. Get all opportunities in one smart overview and know which one requires the attention today. Salesflare intelligently brings the opportunities to the surface for which action is due and shows the information users need to take that action. If not now, one can decide to follow up later or assign the opportunity to someone else. Salesflare automatically identifies which of the team’s email and…

Overview
Features

• Insights dashboard - master the numbers
• Automated file repository - keep handy document folders for customers effortlessly
• Send automated emails based on triggers
• Bulk emails - send personalized follow-up emails at scale
• Visual pipeline - a clear, customizable view of a sales funnel
• Live notifications - get up-to-date notifications whenever, wherever, on any device

Price

• Starter - $30 / month / user

Website
What is best?

• Insights dashboard - master the numbers
• Automated file repository - keep handy document folders for customers effortlessly
• Send automated emails based on triggers

What are the benefits?

• Mobile: Designed to work quickly, anywhere, anytime, from any device
• Fully automate contact and company info: Stop manual entry of contact and company data
• REST API - it’s simple: Salesflare’s API can be connected to any other app

Bottom Line

Salesflare is the smarter, modern-day CRM for small business.

8.6
Editor Rating
9.8
Aggregated User Rating
9 ratings
You have rated this

Salesflare

6

PipelineDeals

Compare
Pipelinedeals
Pipelinedeals

PipelineDeals makes organizing your company’s customer relations in one place. By giving the right information at the right time, the user will be able to track and identify which leads to pursue to make sure it becomes beneficial for the company. Sending emails with PipelineDeals makes it possible to track whether your leads where able to view, click on a link and if they did download the attachment. Sending campaigns through emails is also offered by PipelineDeals and be able to send by groups and make personalizing your messages easily. Tracking sales with PipelineDeals makes all the important information in…

Overview
Features

•Sales pipeline management
•Sales acceleration
•Deal tracking
•Lead management

Price

•Standard Starts at $ 72 /month for up to 3 users additional users are $24 /user/month
•Accelerator Starts at $ 144 /month for up to 3 users Additional users are $48 /user/month

What is best?

•Sales pipeline management
•Sales acceleration
•Deal tracking

What are the benefits?

•Contact management
•Activity tracking
•Mobile CRM

Bottom Line

PipelineDeals eliminates redundancy, delays, and confusion by organizing all your team's collective knowledge in one place and providing a framework for collaborative sales efforts.

8.6
Editor Rating
8.8
Aggregated User Rating
2 ratings
You have rated this

PipelineDeals

7

InTouchCRM

Compare
InTouchCRM
InTouchCRM

Intouch provides a powerful sales & marketing automation for growing service businesses. It can capture your contacts’ details into one central all-knowing system, wherever they may be; online, in-person or on the phone. It follows up on people by using automation to ensure that every lead, contact and opportunity is followed-up automatically. It also has a well-planned growth system; automation and consistent follow-up are the keys to the growth and success of any small business. InTouch has many other features to help the users business grow, such as its sale’s pipeline manages the user’s sales process to progress prospects from…

Overview
Features

• Drag & Drop Email Editor
• Powerful Sales Pipeline & Lead Management
• Leads Table View
• Automated Campaigns
• Web Forms
• Text Messaging & Social Media Integration

Price

• Sales - $15 / month per user
• Marketing - $31 / month per user
• Complete - $47 / month per user

What is best?

•Email Marketing
•Marketing Automation
•Sales Pipeline

What are the benefits?

• Full reporting & Automation
• View the sales overview page
• Powerful Search & Segmentation

Bottom Line

Intouch provides a powerful sales & marketing automation for growing service businesses.

8.6
Editor Rating
8.2
Aggregated User Rating
2 ratings
You have rated this

InTouchCRM

8

GreenRope

Compare
GreenRope
GreenRope

GreenRope is a complete CRM software that provides everything your business needs for maximum growth and efficiency. Its complete CRM offers market automation, sales pipelines, and customer service solutions. The main features offered by this CRM software include GreenRope Sales, GreenRope Marketing, and GreenRope operations. The GreenRope Sales feature offers the tools you need to develop stronger relationships with your clients and leads, and close more deals. Some of the solutions under GreenRope Sales include contact management, opportunity tracking, pipeline visibility, predictive analytics, and social CRM. These solutions provide you with a 360° view of your customers enabling you to…

Overview
Features

GreenRope Sales features
• Workflow manager
• Custom objects
• Sales opportunities
• SMS marketing
GreenRope Marketing features
• Marketing automation
• Website builder
• Email marketing software
• Social network marketing
GreenRope operations features
• Project management
• Learning management
• Ticketing system
• Contact management

Price

• Starter - $149/mo (1,000 contacts)
• Prime - $199/mo (3,000 contacts)
• Pro - $249/mo (5,000 contacts)
• Premium - $299/mo (7,500 contacts)
• Powerhouse - $349/mo (10,000 contacts)
• Supreme - $449/mo (25,000 contacts)
• Ultimate - $699/mo (50,000 contacts)

Website
What is best?

• Project management
• Learning management
• Ticketing system

What are the benefits?

• Arm your sales team with state of the art tolls, information, and insight
• Ominichannel automation and reporting to supercharge your communication
• Get your tem on the same page, all the time – excellent collaboration and efficiency

Bottom Line

GreenRope is a complete CRM software that offers you with sales, marketing, and operations features which come with everything your business needs for maximum growth and efficiency in market automation, sales pipelines, and customer service solutions.

7.6
Editor Rating
6.9
Aggregated User Rating
1 rating
You have rated this

GreenRope

9

Capsule CRM

Compare
CapsuleCRM
CapsuleCRM

Capsule CRM is a simple CRM system aiming to keep your business organized, improve your customer relationship, and to make the most of sales opportunities, all the while minimising user input. The contact page gives you a complete overview of a contact so that you can keep track of the people, companies and other organizations that you do business with and with the option to share contacts with co-workers ensuring a single up-to-date view of the contact. Use Capsule to track bids, deals, proposals and other opportunities. You also have the option to generate reports and extracts from the pipeline…

Overview
Features

•Track all history
•Attach documents
•Manage tasks
•Share with co-workers

Price

•Free
•Professional- $12 MONTH/USER

What is best?

•Track all history
•Attach documents
•Manage tasks

What are the benefits?

•Add notes and store emails by sending them from any email client into Capsule.
•Add and complete tasks that need to be done for each contact.
•Record the information you need about each contact.

Bottom Line

Capsule's RESTful API can be used by developers to create add-ons or to integrate Capsule with other applications. The API is implemented using XML or JSON over plain old HTTPS allowing developers to use existing tools and languages.

9.5
Editor Rating
8.4
Aggregated User Rating
5 ratings
You have rated this

Capsule CRM

10

Agile CRM

Compare
Agile CRM
Agile CRM

Agile CRM’s gamification feature set helps your sales team stay focused and improve their numbers every day by treating sales like a game. Features include custom leaderboards, real-time alerts, activity logs, email reports and advanced sales metrics. Agile CRM is a leading sales, marketing and service CRM for small businesses. Complete with everything from web popups and email templates to telephony integration and advanced sales and marketing automation,. Agile CRM lets users sell and market like fortune 500 with marketing automation, telephony, helpdesk, web engagement, social media integration, email campaigns and mobile marketing. Agile CRM is an all in one…

Overview
Features

• Gamify sales with leaderboards, email reports and real-time alerts
•Gamify Sales
•Encourage Collaboration
•Custom Leaderboards

Price

•FREE For 10 users
•STARTER $8.99
•REGULAR $29.99
•ENTERPRISE $47.99

Website
What is best?

•Gamification Reports
•All-in-One CRM
•Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price.

What are the benefits?

•Contact data from every angle, including conversations
•Sync with Google calendar and stay informed about upcoming meetings
•Manage deal tracks, stages and milestones to keep your sales process on track.

Bottom Line

Agile CRM lets users sell and market like fortune 500 with marketing automation, telephony, helpdesk, web engagement, social media integration, email campaigns and mobile marketing.

9.1
Editor Rating
7.6
Aggregated User Rating
15 ratings
You have rated this

Agile CRM

11

Epicor CRM

Compare

Epicor CRM system integrates applications such as marketing automation (MA), sales force automation (SFA), case management, and eCommerce applications. CRM software helps to reach new customers while retaining existing customer communities, improve responsiveness driving increased customer retention, support a highly mobile sales force, automate marketing and messaging activities, deliver tailor-made customer experiences, provide cross-functional business collaboration to increase customer service levels. Epicor CRM system provides a 360-degree view of the entire customer, supplier, or partner relationship regardless of position in the customer lifecycle. The Epicor CRM software maximizes your customer information and broaden the scope of your data to everyone…

Overview
Features

•Reach new customers while retaining existing customer communities
•Improve responsiveness driving increased customer retention
•Support a highly mobile sales force
•Automate marketing and messaging activities
•Simply Deliver tailor-made customer experiences
•Cross-functional business collaboration to increase customer service levels

What is best?

•Reach new customers while retaining existing customer communities
•Improve responsiveness driving increased customer retention
•Support a highly mobile sales force

What are the benefits?

•Reach new customers while retaining existing customer communities
•Improve responsiveness driving increased customer retention
•Support a highly mobile sales force

Bottom Line

Epicor CRM system integrates applications such as marketing automation (MA), sales force automation (SFA), case management, and eCommerce applications.

8.1
Editor Rating
6.9
Aggregated User Rating
8 ratings
You have rated this

Epicor CRM

12

amoCRM

Compare

amoCRM is a simple, easy to use Sales Management System to manage leads and monitor sales pipeline. amoCRM provides the database which will include all potential transactions and customers, the entire history of negotiations, tasks to be completed and reminders, and all necessary tools for analysis including a sales pipeline. The system requires no configuration, and can begin working immediately after registration. It’s also accessible from any computer, or smartphone, with internet access. amoCRM helps to take the Lead From First Contact, all the Way to Loyal Customer Base and provides integration with Web-Sites via API, Web-Forms and Landing pages.…

Overview
Features

•Contacts & Leads
•Tasks & Notifications
•Dashboard & KPIs
•Sales Analytics
•Digital Pipeline
•Mobile Application

Price

Contact for Pricing

What is best?

•Tasks & Notifications
•Dashboard & KPIs
•Sales Analytics

What are the benefits?

•2-Way Email Sync
•Website Integrations
•Built-In Calling

Bottom Line

amoCRM provides the database which will include all potential transactions and customers, the entire history of negotiations, tasks to be completed and reminders, and all necessary tools for analysis including a sales pipeline.

9.5
Editor Rating
8.4
Aggregated User Rating
3 ratings
You have rated this

amoCRM

13

Salesforce

Compare

Salesforce Cloud solution allows you to manage contacts and track opportunities from any desktop or device. Salesforce helps to understand customers better through their personal preferences, solve any problem faster with access to past customer interactions, and even identify new sales opportunities by analyzing your best customers’ purchase histories. The certified experts, consultants, and innovative tools of Cloud Services help with prescriptive advice, best practices, and expertise at every stage of Salesforce journey. With Salesforce, information is in one place so it’s easier to prioritize and make quick decisions based on the most up-to-date information.Track all your customer information and…

Overview
Features

•Sales force automation and CRM
•Configure, price, quote (CPQ) and billing automation
•B2B prospecting and data cleansing
•CRM for banking, insurance, wealth management, and more
•CRM for managing patient relationships
•Fully customizable support and help desk

Price

•SalesforceIQ CRM Starter Starting at $25USD/user/month* (billed annually)
•Lightning Professional $ 75 USD/user/month* (billed annually)
•Lightning Enterprise $ 150 USD/user/month* (billed annually)
•Lightning Unlimited $ 300 USD/user/month* (billed annually)

What is best?

•CRM for managing patient relationships
•Fully customizable support and help desk
•All-in-one customer support for small business

What are the benefits?

•All-in-one customer support for small business
•Business analytics on any data, any device
•Apps that drive sales insight and customer delight

Bottom Line

Salesforce nurture leads until they’re sales-ready, then automatically route them to the right reps at the right time. Track the effectiveness of marketing campaigns, making every lead a quality lead.

8.9
Editor Rating
8.2
Aggregated User Rating
3 ratings
You have rated this

Salesforce

14

Workbooks

Compare

Workbooks.com delivers world-class CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business. Unlike traditional CRM solutions, Workbooks.com extends beyond sales, marketing and customer support to include order management, order fulfilment, invoicing and supplier management. Workbooks CRM help small and midsized businesses to improve their business strategies and customer service. It is a contact management system. It does this by providing a user friendly interface that does not require complex IT systems. Workbooks provides joined up applications to increase workplace efficiency. It provides customer account portals thus improving customer interactions. It provides business…

Overview
Features

•Multi Language Support
•Workbooks Exchange Synchronisation Service
•Activities & Meetings
•Notes & Attachments
•Relationship Mapping
•Leads

Price

•FREE
2 Users Completely Free
Free Online Support

•CRM
$30/user/month
Unlimited Users

•Business
$70/user/month
Unlimited Users

What is best?

•Multi Language Support
•Workbooks Exchange Synchronisation Service
•Activities & Meetings

What are the benefits?

•Contact Management
•Sales Force Automation
•Marketing Automation

Bottom Line

Workbook provides dashboards which can be customized to user preferences. Users also have the data reports available to them. Sales order processing features are also available on Workbook, along with Webservices API for integration work.

8.6
Editor Rating
9.2
Aggregated User Rating
2 ratings
You have rated this

Workbooks

15

Averiware

Compare

Averiware is cloud based end to end suite of business solutions that combines Supply Chain Management, Accounting and Financial Reporting, eCommerce, Customer Relationship Management (CRM), Sales Force Automation, and Human Resources applications in a single integrated platform. Averiware's solution can be delivered via SaaS model or implemented on your organization server. Averiware can be rapidly deployed for a faster time-to-benefit and increased ROI. The Sales Force Automation module combines sales opportunity, customer data, order details, and inventory availability. Administrative, payroll, employee benefits, time management and reporting functionalities are few of the features of the HR module. The SCM module provides…

Overview
Features

• Customer setup, quotations, sales orders, and credit status on dynamic screens
• Record and view on a single page, all conversations, satisfaction indicators, personal information
• View customer’s wish list and relevant competitive data in one location
• Calendar and Scheduler for customer interaction and follow-up
• E-mail, fax or print quotations, sales orders, invoices, and account statements
• Product pricing and discount override during sales order creation with optional gross margin display

Price

Contact for Pricing

What is best?

• Customer setup, quotations, sales orders, and credit status on dynamic screens
• Record and view on a single page, all conversations, satisfaction indicators, personal information
• View customer’s wish list and relevant competitive data in one location

What are the benefits?

• Enforce payment of order before shipment
• Order tracking and delivery schedule data capture on mobile handheld devices
• Commissions tracking on sales as applicable

Bottom Line

Averiware's solution can be delivered via SaaS model or implemented on your organization server. Averiware can be rapidly deployed for a faster time-to-benefit and increased ROI.

9.3
Editor Rating
8.5
Aggregated User Rating
3 ratings
You have rated this

Averiware

16

Salesboom CRM

Compare

Salesboom CRM program helps it users manage their business to make it even more saleable, profitable and maintain a quality customer relationship for better business ventures. Salesboom offers one of the most user friendly applications where in everything that you need can be easily accessed.Salesboom is a cloud based CRM solution which requires no software downloads and even hardware requirements. With 99.8% uptime guarantee, you can make sure that managing your accounts will always be updated and available where ever you are. The customizable platform lets the user choose what information is needed to be displayed and be able to…

Overview
Features

•Marketing Automation
•Sales Force Automation (SFA)
•Customer Service & Support
•Email Integration

Price

•Team $14/user/mo
•Professional $45/user/mo
•Enterprise $95/user/mo

What is best?

•Marketing Automation
•Sales Force Automation (SFA)
•Customer Service & Support

What are the benefits?

•Social CRM
•Business Intelligence & Analytics
•CRM Customizatiion

Bottom Line

Cloud Based CRM Products from Salesboom.com help small, medium and large enterprises manage and grow their business with our online Lead Management, Contact Management, Sales Force Automation, Customer Service, Sales Software Tool, Support tools and much more.

8.4
Editor Rating
9.0
Aggregated User Rating
1 rating
You have rated this

Salesboom CRM

17

24SevenOffice CRM

Compare

24sevenoffice is a fully integrated business system providing operations such as Billing, Accounting, CRM, Project Management, Email, Calendar, File Management and Document sharing and storage. In addition to searching and adding customers and contacts directly into the 24SevenOffice CRM, one can access all customer data across modules, such as sales ledgers, overviews, opportunities for credit check and full active overview with services such as e-mail correspondence, phone log, etc. Other features include budget analysis, sales opportunities, reports, calendars, document sharing and marketing. 24SevenOffice is integrated with banking and Nets and offers electronic billing. The system is scalable for 5-500 users,…

Overview
Features

• Increase productivity
• Insight and full activity overview in real time
• Work flexibly by mobile

Price

Contact for Pricing

What is best?

• Increase productivity
• Insight and full activity overview in real time
• Work flexibly by mobile

What are the benefits?

•Record sales opportunities and update relevant information and steps in the sales process
•Useful management reports
•Real-time access to customer and supplier information.

Bottom Line

24SevenOffice offers a wide spectrum of features through our CRM system, although it is of course difficult to design features that cover all your needs – particularly in sales and marketing.

9.1
Editor Rating
8.5
Aggregated User Rating
3 ratings
You have rated this

24SevenOffice CRM

18

Snapforce CRM

Compare

Snapforce CRM is available in 3 editions, all of which are cloud based. Deploying a cloud application eliminates hardware expenses and maximizes accessibility.It is offered in 3 Editions to serve Large, Medium and Small size businesses.Snapforce Call Center Software is a combination of Snapforce CRM and Telephony Software, resulting in a rich call center program. Snapforce Telephony Software uses the same proprietary VoIP technology as the Call Center Software to deliver an individual cloud telephone system package.Snapforce CRM gives both management and the sales agent deep insight into their sales pipeline. Custom dashboards allow for the delivery of vital sales…

Overview
Features

•Manage and track business accounts efficiently.
•Communicate with customers, prospects, vendors, affiliates has never been easier
•Every interaction is logged and easy to manage

Price

•Professional $25
•Enterprise $ 45
•Ultimate $ 60

What is best?

•Manage and track business accounts efficiently.
•Communicate with customers, prospects, vendors, affiliates has never been easier
•Every interaction is logged and easy to manage

What are the benefits?

•Removes redundancy and eliminates missed opportunities
•Manage and track the contacts working the deal
•Create, send, and manage price quotes quickly

Bottom Line

Snapforce CRM gives both management and the sales agent deep insight into their sales pipeline. Custom dashboards allow for the delivery of vital sales metrics delivered promptly and conveniently

8.9
Editor Rating
9.1
Aggregated User Rating
2 ratings
You have rated this

Snapforce CRM

19

SuperOffice

Compare

SuperOffice is an CRM software for sales, marketing and customer service. SuperOffice CRM helps to find, catch and keep more customers. SuperOffice CRM integrates with all Office applications and supports all leading technology platforms. SuperOffice offers professional support using web-based services. SuperOffice is a simple and user-friendly CRM solution helps you become more productive. SuperOffice CRM integrates with all Office applications and supports all leading technology platforms. Super Office organize contacts, collaborate with your team and manage your business better. Features include Company & contact management, Calendar & activity management, Documents, emails & mailings.Provide powerful features help you to improve…

Overview
Features

•Sync your calendars
•Quick & easy mailings
•Up the ante on your productivity
•All your customer conversations in one place

What is best?

•Sync your calendars
•Quick & easy mailings
•Up the ante on your productivity

What are the benefits?

•Company & contact management
•Calendar & activity management
•Documents, emails & mailings

Bottom Line

Superoffice organize contacts, collaborate with your team and manage your business better and provides Company & contact management, Calendar & activity management and Documents, emails & mailings.

8.1
Editor Rating
9.1
Aggregated User Rating
4 ratings
You have rated this

SuperOffice

20

ClinchPad

Compare

ClinchPad is a sales management software that offers an alternative to traditional CRM systems. It provides a new way of tracking leads and is broken down into simple categories for user interaction. It enables teams to visualise their sales pipeline, collaborate with team members, manage and organise contacts as well as categorise leads. The sales pipeline is represented by cards and stages in columns which can track an entire sales cycle, create multiple pipelines, track new contracts and filter leads. Users can benefit from quick actions such as adding and remaining leads, assigning a user to a lead or move…

Overview
Features

•Filter leads in sales pipeline
•Instant notifications
•Centralized document storage
•Collaboration
•Contacts

Price

•Free for up to 100 leads and 250Mb storage
•$9/month Bronze plan for 1 user, 2Gb storage and unlimited leads
•$19/month Silver plan for 5 users, 5Gb storage and unlimited leads
•$49/month Gold plan for 15 users, 10Gb storage and unlimited leads
•$99/month Platinum plan for 33 users, 20Gb storage and unlimited leads
•Bulk plans available

What is best?

•Filter leads in sales pipeline
•Instant notifications
•Centralized document storage

What are the benefits?

•Emails
•Integrations
•Reports

Bottom Line

Web based sales management application that offers an alternative to traditional CRM systems, designed to be easy and efficient in managing and tracking their leads for sales driven businesses.

7.6
Editor Rating
8.7
Aggregated User Rating
2 ratings
You have rated this

ClinchPad

21

Microsoft Dynamics CRM

Compare

Microsoft Dynamics CRM provide solutions for businesses to achieve more and deliver amazing experiences to their customers across marketing, sales and service in a way that makes collaboration between roles natural and easy. There is also new sales collaboration panel that helps break down the silos between sales and marketing to deliver personalized customer experiences. The capabilities for marketing, include interactive marketing calendar, integrated Lync webinars, graphical marketing workflow and email editing, as well as A/B testing and integrated offers. Languages and geographies are updated with the addition if Japanese and Russian. For sales, the capabilities include, introduction of product…

Overview
Features

•Sales
•Customer Service
•Field Service
•Marketing

Price

Contact for Pricing

What is best?

•Sales
•Customer Service
•Field Service

What are the benefits?

•Empower sellers with insights to personalize relationships, predict customer needs, and increase sales
•Exceed customer expectations across self and assisted support with empowered agents that deliver personalized experiences.
•Increase demand by automating tasks from multi-channel campaigns to events with an application built on the same platform as Dynamics 365 for Sale

Bottom Line

Microsoft Dynamics CRM 2015 provide solutions for businesses to achieve more and deliver amazing experiences to their customers across marketing, sales and service in a way that makes collaboration between roles natural and easy.

8.7
Editor Rating
8.1
Aggregated User Rating
3 ratings
You have rated this

Microsoft Dynamics CRM

22

icomplete

Compare

icomplete is a cloud-based CRM platform that can be custom built. icomplete’s key strength lies in its customisation offering; where it can take the existing platform and adapt it to fit the needs and requirements of any small business. The in-built Business Services brings together marketing, communication and collaboration tools centrally in one place. It has features for contact management CRM, online file storage, automated workflow, pipeline tracking and custom reports. Other features include online calendaring and task management. Its marketing solution enabling small businesses to automate, track and manage the success of their different marketing methods. Its built-in sales…

Overview
Features

•Sales Pipeline work process automation.
•Automate Mail, Job Sheets and Forms.
•Pop up scripting and auto calendar bookings.
•Trigger emails, SMS or task reminders.

What is best?

•Sales Pipeline work process automation.
•Automate Mail, Job Sheets and Forms.
•Pop up scripting and auto calendar bookings.

What are the benefits?

•Automate and track Order processing and more.
•Industry vertical customisation – building the right system for your business sector.
•Integration with other software API’s.

Bottom Line

icomplete is a cloud-based CRM platform that can be custom built. icomplete’s key strength lies in its customisation offering; where it can take the existing platform and adapt it to fit the needs and requirements of any small business.

8.6
Editor Rating
8.4
Aggregated User Rating
1 rating
You have rated this

icomplete

23

Maximizer

Compare

Maximizer helps the user create personalized experiences for each and every customer, and build deep relationships that accelerate business growth. It can segment your customers and prospects to receive relevant information targeted to each audience. List management capabilities allow you to search and filter data, ensuring your campaigns move targets along the buyer’s journey and prepare them for a sales conversation. Maximizer’s Campaign Manager makes it easy to execute multi-phased email campaigns that automatically nurture relationships over time. Events like site downloads, purchases and service incidents can trigger specific automated email campaigns that offer appropriate and timely resources. One of…

Overview
Features

•Deep customer insight
•Maximum Productivity
•Unlimited contacts, leads, opportunities, and custom fields
•Outlook, Word, and Excel integration

Price

Contact for Pricing

What is best?

•Deep customer insight
•Maximum Productivity
•Unlimited contacts, leads, opportunities, and custom fields

What are the benefits?

•Get organized with every communication and contact in one place
•Close more deals, get pipeline visibility and improve agent productivity.
•Resolve cases faster and optimize your service delivery.

Bottom Line

Maximizer helps the user create personalized experiences for each and every customer, and build deep relationships that accelerate business growth. It can segment your customers and prospects to receive relevant information targeted to each audience.

8.7
Editor Rating
8.3
Aggregated User Rating
2 ratings
You have rated this

Maximizer

24

Salesnet

Compare

Salesnet is a flexible, configurable business CRM solution that drives sales and marketing effectiveness while insuring the highest level of support and CRM Security. Salesnet customer relationship management is an online CRM software that delivers Customer Management, Marketing Automation, Sales Management, Project Management and more. Salesnet, is a software solution that makes CRM easy by providing a friendly user interface and training for the implementation of the software. It is simple and easy to use and increases sales and work efficiency. Salesnet understands that every marketing and sales process is different and so it provides solutions that are unique to…

Overview
Features

•Sales Force Automation
•Marketing automation
•Leads, Opportunities, Contacts, Accounts
•Campaigns, Email, Mobile CRM, Documents
•Process Builder, XML Web Services API, Data Import
•Role-Based Security, IP Address Restriction, Field-Level Permissions

Price

•Express $25 Per User/Month Up to 5 users (Billed annually)
•Professional $50 Per User/Month Unlimited Users (Billed annually)
•Enterprise - Contact

What is best?

•Sales Force Automation
•Marketing automation
•Leads, Opportunities, Contacts, Accounts

What are the benefits?

•Leads, Opportunities, Contacts, Accounts
•Campaigns, Email, Mobile CRM, Documents
•Process Builder, XML Web Services API, Data Import

Bottom Line

Salesnet customer relationship management is an online CRM software that delivers Customer Management, Marketing Automation, Sales Management, Project Management and more.

8.0
Editor Rating
9.2
Aggregated User Rating
3 ratings
You have rated this

Salesnet

25

NetSuite OneWorld

Compare

NetSuite CRM+ delivers true customer lifecycle management, from marketing and opportunity management, to order management, customer upsell, cross-sell, renewal, and customer service. NetSuite can streamline lead-to-cash processes, elevates productivity across the organization with a 360-degree view of your customers, improves sales performance through forecasting, upsell and commission management and manage global sales and services organizations. Combining ecommerce, order management, inventory, CRM and financials, Suite Commerce enables businesses to deliver engaging and personalized online experiences on any device. NetSuite’s CRM can integrate and automates sales processes, including opportunity management, quote and order management, sales forecasting, order management, fulfillment, and incentive compensation…

Overview
Features

•Sales Force Automation
•Customer Service Management
•Marketing Automation
•Partner Relationship Management
•Mobile

Price

Contact for Pricing

What is best?

•Sales Force Automation
•Customer Service Management
•Marketing Automation

What are the benefits?

• Streamlines lead-to-cash processes.
• Elevates productivity across the organization with a 360-degree view of your customers.
• Improves sales performance through forecasting, upsell and commission management.

Bottom Line

NetSuite CRM+ delivers true customer lifecycle management, from marketing and opportunity management, to order management, customer upsell, cross-sell, renewal, and customer service. NetSuite can streamline lead-to-cash processes, elevates productivity across the organization with a 360-degree view of your customers, improves sales performance through forecasting, upsell and commission management and manage global sales and services organizations.

7.9
Editor Rating
8.7
Aggregated User Rating
1 rating
You have rated this

NetSuite OneWorld

26

Insightly

Compare

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world. Its CRM tool has features for lead management, contact management, calendaring and events, file sharing, linking (direct relationships between contacts, organizations, opportunities, projects) and many more. See everything from background, email history, events, projects or opportunities. With the project overview screen you can see the recent activity on any project, and track project performance against milestones…

Overview
Features

•Build Relationships
•Accelerate Sales
•Deliver Projects
•Engineered for Enterprise
•Connect to Apps

Price

Contact for Pricing

What is best?

•Build Relationships
•Accelerate Sales
•Deliver Projects

What are the benefits?

•Relationship Linking
•Contact Management
•Mobile CRM App

Bottom Line

Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

7.9
Editor Rating
4.5
Aggregated User Rating
3 ratings
You have rated this

Insightly

27

Raynet

Compare

Raynet is a cloud-based CRM solution designed to streamline daily tasks, track sales activity, and consolidate information and data for small and midsize businesses. The app features a contacts and lead management tool, interaction tracking and calendar, deal management, data organization, smartphone integration and email tracking. The contact management function allows users to store customer data in one place with a customizable accounts/contact list and a sort and filter system to simplify searches, with the option to export contacts and add tags. The Raynet calendar is accessible using various apps and mobile devices with diary management, a tracking system to…

Overview
Features

•Lead Management
•Appointment Management
•Deal Management
•Reporting

Price

•Free
Up to 2 users
Up to 150 accounts
50MB storage
Customer support

•Profi – $19/user/month
30 days trial
Up to 20 000 accounts
1TB storage
Customer support

What is best?

•Lead Management
•Appointment Management
•Deal Management

What are the benefits?

•Calendar Management
•Contact History
•Contact Import/Export

Bottom Line

Raynet is a cloud-based CRM app with a variation of tools to manage schedules, sales appointments and contacts in one cloud.

7.6
Editor Rating
8.8
Aggregated User Rating
2 ratings
You have rated this

Raynet

28

SAP Digital CRM

Compare

SAP is a simple and effective solution that allows users to track all their customer interactions in one place to give their team the insights they need to form powerful, personal connections that drive customer engagementIt allows them to increase communication within their team by using built-in collaboration tools, so they can shorten sales cycles and engage customers more responsively and effectively. Businesses can get started quickly and simply with in-product tutorials that walk them through every step, from importing contacts to creating powerful dashboards and reports. Every time a user’s team members log on, they start the day with…

Overview
Features

•Account and contact management
•Lead and opportunity management
•Activity management
•Products and pricing
•Planning and forecasting
•E-mail ticket management
•E-mail campaign automation and lead scoring
•Powerful analytics and dashboards

Price

•EUR 21.00 per user / month

What is best?

•Account and contact management
•Lead and opportunity management
•Activity management

What are the benefits?

•Keep your team plugged in to the information they need to close more deals
•Find your next customers and keep the current ones coming back for more
•Drive customer satisfaction by responding quickly, and with a personal touch

Bottom Line

SAP Digital CRM brings together sales, service, and marketing to give your team a complete customer engagement solution.

8.6
Editor Rating
8.8
Aggregated User Rating
2 ratings
You have rated this

SAP Digital CRM

29

webCRM

Compare
webCRM

webCRM gives you one place to organise all information related to your customer. In webCRM you can send, save, schedule, and synchronize emails and meetings. WebCRM’s mobile version allows you to create activities, make quotations and follow up on orders anywhere you like. With webCRM’s Sales Pipeline Management you can quantify and track your sales opportunities, develop your pipeline and compare with budgets to make sure you build up your business. With webCRM, you can divide your newsletters and send relevant messages to various lead and customer groups. Manages the entire process of planning, invitation, collection of answers, and follows…

Overview
Features

Customer Database
•Activities
•Email and shared calendar
•Mobile CRM
•Sales Pipeline Management

Website
What is best?

•Activities
•Email and shared calendar
•Mobile CRM

What are the benefits?

•Lead Generation
•Events and surveys
•Customer Service

Bottom Line

webCRM ensures you never forget to call your customers and that you always follow up on all your opportunities with targeted activities and offers – before it’s too late.

7.8
Editor Rating
9.1
Aggregated User Rating
1 rating
You have rated this

webCRM

30

TeamWox

Compare

The enterprise management system designed for small and medium-sized companies. TeamWox will make companie's management process more transparent, improve productivity of your employees and reduce the costs.Users can install TeamWox, create accounts for their employees and move their company's activity to the system. You will quickly learn the program's features and find out how it can benefit their business.The unified client base, sales funnel, free VOIP telephony, electronic document flow, automated reports, integration with company websites, technical support module - all that can be found in TeamWox basic delivery. If a company employs less than 5 people, it does not…

Overview
Features

•Cost-cutting
•Boosts productivity
•Boosts business productivity
•Time-saving

Price

•The license price already includes one year's subscription to the technical support and the system updates.
•The optional annual prolongation of the subscription costs 180 USD.

What is best?

•Cost-cutting
•Boosts productivity
•Boosts business productivity

What are the benefits?

•Manage your sales and contacts in your TeamWox CRM
•Task Management
•Documents Management

Bottom Line

TeamWox will make your company's management process more transparent, improve productivity of your employees and reduce the costs. Download the system right now with a single click .

7.9
Editor Rating
8.7
Aggregated User Rating
1 rating
You have rated this

TeamWox

31

Really Simple Systems CRM

Compare

Really Simple Systems Cloud CRM is aimed at small and medium sized organisations or departments of larger organizations who want a simple, easy to use online CRM sales, support and marketing system. The hosted CRM model is particularly suitable for companies with multiple locations and people who work remotely or at home. Really Simple Systems is an optimized system that allows businesses to access all important customer data to be used as leads. The one simple page shows everything that you will need when it comes to organizing your contacts, things that has to be done, pending transactions for every…

Overview
Features

•Easy to use Cloud CRM for B2B
•Designed for small businesses
•Train your staff in minutes
•Send emails directly from your CRM
•Everything you need in one place
•GDPR compliance features

Price

•FREE per month $0 Free CRM forever for Two Users and 100 Accounts
•PREMIUM from per month $8 Two Free Users and 200 Accounts Pay As You Go
•ENTERPRISE from per user/month $50 Unlimited Accounts and Advanced Features

What is best?

•Sales
•Marketing
•Customer Support

What are the benefits?

•CRM that grows with your business
•Packages to suit your budget
•Monthly or annual billing

Bottom Line

The hosted CRM model is particularly suitable for companies with multiple locations and people who work remotely or at home.

7.8
Editor Rating
9.2
Aggregated User Rating
2 ratings
You have rated this

Really Simple Systems CRM

32

Campaigner CRM

Compare

CampaignerCRM is a cloud based CRM software that makes your sales process more efficient and gets you sales, revenue and customer results. CampaignerCRM effectively combines sales process software, Web 2.0 sales productivity tools, and live Personal Sales Assistants into an easy-to-use solution. CampaignerCRM gives your team a clear, well-defined sales flow that identifies the necessary benchmarks and activities at every stage in the sales cycle. You can access all key selling tools, documents, and job aids to effectively maximize the sales engagement. The Pulse CRM Dashboard delivers real-time, easy to understand, reporting on sales activity and sales effectiveness giving you…

Overview
Features

•Sales Forecasting
•Sales Process Manager (SPM)
•Contact Management
•Email Marketing
•Support
•Mobile
•Advanced Features

What is best?

•Sales Forecasting
•Sales Process Manager (SPM)
•Contact Management

What are the benefits?

•Get a holistic view of all accounts and opportunities
•Create and track custom fields to understand the business landscape
•Search and track decision makers and understand roles to manage the sales process

Bottom Line

CampaignerCRM is a cloud based CRM software that makes your sales process more efficient and gets you sales, revenue and customer results.

7.7
Editor Rating
8.8
Aggregated User Rating
1 rating
You have rated this

Campaigner CRM

33

Keap

Compare

Infusionsoft is a sales and marketing software for small businesses. Infusionsoft's Lifecycle Marketing model provides a simple framework you can use to design a marketing plan that will help you attract customers, grow sales and deliver an experience that wows your customers. Infusionsoft has features for automating lead capture and follow-up. You can also trigger personalized communications based on email sends, opens, clicks, form submissions, and payment history. Its CRM tool imports and organizes the contacts (both online and offline) with tagging and segmentation. It also collects data about your leads' behaviors, score them based on marketing interactions, and prioritize…

Overview
Features

•Capture more leads
•Improve conversion rates
•Master e-commerce
•Manage the sales process

Price

Contact for Pricing

Website
Demo
What is best?

•Improve conversion rates
•Master e-commerce
•Manage the sales process

What are the benefits?

•Marketing Automation
•Sales Automation
•Online Sales

Bottom Line

Infusionsoft is a sales and marketing software for small businesses. Infusionsoft's Lifecycle Marketing model provides a simple framework you can use to design a marketing plan that will help you attract customers, grow sales and deliver an experience that wows your customers.

7.8
Editor Rating
8.7
Aggregated User Rating
2 ratings
You have rated this

Keap

34

Nutshell

Compare

Nutshell lets the user specify the actions, follow-ups, and timing that fit the users business. The user’s personal dashboard will tell them which sales process steps need to be completed and by when. You can also sync Nutshell with your calendar so you never forget about an upcoming activity. Whether it’s following up with a customer, or nurturing a lead. Nutshell has auto-fill rules so the user can fire off personalized emails to a prospect in seconds. Nutshell Intelligence finds customer information to save you time. Simply add an email address, and Nutshell will scour the internet for relevant contact…

Overview
Features

•Find every contact, customer, and conversation
• Automate your sales process
•View and track your leads

Price

Contact for Pricing

What is best?

•Find every contact, customer, and conversation
• Automate your sales process
•View and track your leads

What are the benefits?

• Get everyone on the same page
• Report on your performance

Bottom Line

Nutshell lets the user specify the actions, follow-ups, and timing that fit the users business. The user’s personal dashboard will tell them which sales process steps need to be completed and by when.

7.7
Editor Rating
8.9
Aggregated User Rating
1 rating
You have rated this

Nutshell

35

Nimble

Compare

Nimble tracks the complete history you and your contact share—on every channel. Take actions, send messages from within Nimble or without: use Gmail, Outlook, or Hootsuite widgets to take Nimble everywhere your workflow takes you.Nimble keeps you organized and on track. Set Stay in Touch Reminders and use the Mark as Important star system to keep important communications front and center.. With Nimble as your wingman, nothing falls through the cracks. Nimble automatically fills out the contact record from just a name and email. It’s like magic—Less data entry for you. Nimble analyzes shared interests (topics, keywords) to tell you…

Overview
Features

•Everything You Need in a CRM
•Less Data Entry Equals More Customers With Less Work
•Find People with Smart Social Search & Segmentation
•Smart Agenda & Activities

Price

Contact for Pricing

What is best?

•Everything You Need in a CRM
•Less Data Entry Equals More Customers With Less Work
•Find People with Smart Social Search & Segmentation

What are the benefits?

•Sales & Customer Dashboard
•Less Data Entry Equals More Customers With Less Work
•Find People with Smart Social Search & Segmentation

Bottom Line

Nimble tracks the complete history you and your contact share—on every channel. Take actions, send messages from within Nimble or without: use Gmail, Outlook, or Hootsuite widgets to take Nimble everywhere your workflow takes you.

8.1
Editor Rating
8.8
Aggregated User Rating
1 rating
You have rated this

Nimble

36

CRMnext

Compare

CRMNEXT is the top Cloud CRM software that ensures marketing strategies work effectively by using smart process automations to focus on improving sales. By using knowledge management software, cloud computing applications, customer relationship management case studies, social CRM tools and much more, CRMNEXT helps organizations to streamline brand communication by delivering consistent messages across departments. With CRMNEXT’s Digital CRM software for marketing, employees can track the progress and performance of various campaigns and ascertain which marketing strategies work, ensuring sustainable success. CRMNEXT’s marketing automation function also helps in creating custom documents and email templates, ensuring that user communication is consistent…

Overview
Features

• Case Capture & Case Allocation
• Call Center Scripts & Call Center Management
• Approvals & Workflows
• Auto replies & Templates
• Knowledge Management
• Feedback Management & Partner Servicing
• Reporting & Analytics & CRMNEXTssp 2.0
• Cross channel & device reach

Price

Contact for Pricing

What is best?

• Whitespace Analysis & Automated allocation
• Machine Learning & Seamless Integration
• Activities & calendar scheduling

What are the benefits?

• Helps in sending well crafted communications to the customers across all touch points.
• Helps in monitoring leads created through campaigns from inception to successful conversion.
• Design and create quotations using standard and easy-to-use templates.

Bottom Line

CRMNEXT is the top Cloud CRM software that ensures marketing strategies work effectively by using smart process automations to focus on improving sales.

8.6
Editor Rating
3.4
Aggregated User Rating
6 ratings
You have rated this

CRMnext

37

TeamWave

Compare

Teamwave provides Integrated CRM, Project Management & HR tools to small and medium businesses in various industries.TeamWave’s CRM is built around a proven sales pipeline management methodology. Quickly see how many deals are in each stage, sort, and filter by their expected close date, make smart decisions and stay in control of a complex sales process. TeamWave enables cross-functional teams (employees, clients or vendors) to collaborate, organize and discuss everything they need to get a project done. See it, track it, discuss it, act on it.Organize important files & documents in projects, deals and employee directory. Upload, drag and drop…

Overview
Features

• Tags on Everything: Group everything into specific categories with Tags
• Improve employee engagement with automatic check-ins
• Time-tracking allows users to estimate and track how much time they spend working on a particular task
• Auto-sync email conversations
• Custom fields for Contacts & Companies
• Advanced search & filters for Deals

Price

• Starter - $30 / month

What is best?

• Tags on Everything: Group everything into specific categories with Tags
• Improve employee engagement with automatic check-ins
• Time-tracking allows users to estimate and track how much time they spend working on a particular task

What are the benefits?

• Collaboration: Keep clients & team members involved via discussions & notifications
• Eliminate data inconsistency: All apps share the same data -- No more copy, paste or duplicate entries
• Mobile CRM (iOS): Never miss important activities or deal opportunities

Bottom Line

TeamWave is an integrated suite of business applications for small & medium-sized companies.

7.5
Editor Rating
8.3
Aggregated User Rating
2 ratings
You have rated this

TeamWave

38

Clevertim CRM

Compare

Clevertim CRM is a web based CRM and lead management solution designed for small businesses to keep track of their customers, follow up, schedule activities, make it easy for employees - sales, marketing, HR, etc. to cooperate and share information. You will extract value out of it with minimal effort and you do not have complex IT systems to maintain and pay for. CleverTim is an online contact manager based with the data being stored in the cloud. This makes it easy for you to access your data wherever you are, in the office, at home, on the go via…

Overview
Features

•Contact & company/account management
•Sales opportunity management
•Case management
•Tasks, meetings, reminders/follow-ups
•Online file storage and organizer
•Email integration via the Clevertim dropbox

Price

• Basic $ 24 Per Month *
• Professional $ 49 Per Month *
• Premium $ 99 Per Month *

What is best?

•Contact & company/account management
•Sales opportunity management
•Case management

What are the benefits?

•Tasks, meetings, reminders/follow-ups
•Online file storage and organizer
•Email integration via the Clevertim dropbox

Bottom Line

Clevertim CRM is a web based CRM and lead management solution designed for small businesses to keep track of their customers, follow up, schedule activities, make it easy for employees - sales, marketing, HR, etc. to cooperate and share information.

7.8
Editor Rating
8.2
Aggregated User Rating
1 rating
You have rated this

Clevertim CRM

39

GoldMine

Compare

GoldMine is a Customer Relationship Management software package for small businesses worldwide. It's a Windows program that manages client and prospect contact details as well as interactions with these contacts, such as calls made to and by the contact, emails sent and received, and sales forecasts. GoldMine Web is a browser-based app that has the look and feel of a web client and doesn’t require installation for the end user. GoldMine Web has a simple intuitive interface that makes adoption easier while enhancing the affordability and data security of a premise based installation. It is included with all new and…

Overview
Features

•Contact management
•Email linking
•Web and mobile device access
•Sales forecasting and opportunity management
•Marketing list management and group emails

What is best?

•Email linking
•Web and mobile device access
•Sales forecasting and opportunity management

What are the benefits?

•Integration for Constant Contact campaign downloads
•Customer service management
•Real time dashboards

Bottom Line

GoldMine is a Customer Relationship Management software package for small businesses worldwide. It's a Windows program that manages client and prospect contact details as well as interactions with these contacts, such as calls made to and by the contact, emails sent and received, and sales forecasts

8.6
Editor Rating
8.6
Aggregated User Rating
1 rating
You have rated this

GoldMine

40

Solve CRM

Compare

Solve CRM offers customizable fields, category tags and activity templates so you can systematically capture specific information about the people you deal with, as well as tailor Solve to turn best practice into business processes. Solve CRM has the features every business needs the service is also inexpensive. Solve CRM comes pre-integrated with a growing list of amazing web-applications, offering the customers team an arsenal of business tools. Integrating apps provides enormous value to the customers’ business by providing a single interface keeping staff focused and adding context to previously disparate information, leading to better decisions and actions. Solve CRM…

Overview
Features

•Pre-integrated cloud apps
•G Suite integration
•Activity Templates
•Custom Fields & Category Tags

Price

•$25/user monthly Minimum 4 users ($100)
First 14-days FREE (with support)

What is best?

•Pre-integrated cloud apps
•G Suite integration
•Activity Templates

What are the benefits?

•Link Emails
•Report & Update Activities
•Mobile

Bottom Line

Solve CRM offers customizable fields, category tags and activity templates so you can systematically capture specific information about the people you deal with, as well as tailor Solve to turn best practice into business processes.

7.7
Editor Rating
8.9
Aggregated User Rating
1 rating
You have rated this

Solve CRM

41

InterAction

Compare

InterAction raises CRM to a new level with actionable, accurate relationship intelligence. Some of its key features are captures and tracks the key touch points of daily working life and aggregates the users firm’s client data covering matters, profiles, notes and activities to form a more complete relationship picture Identifies cross-selling and client service opportunities; prepares contact lists for mailings and invitations; tracks development activities for events and campaigns ,identifies subtle interrelationships among clients and determines which others in the firm are familiar with your contacts and the nature of the relationships. LexisNexis InterAction is a solution to allow the…

Overview
Features

•Contact Management
•Relationship Intelligence
•Passive Data Capture
•Engagement Scoring

Price

Contact for Pricing

What is best?

•Contact Management
•Relationship Intelligence
•Passive Data Capture

What are the benefits?

•Pipeline Management
•Productivity Anywhere
•Dashboard Reporting

Bottom Line

InterAction raises CRM to a new level with actionable, accurate relationship intelligence. Some of its key features are captures and tracks the key touch points of daily working life and aggregates the users firm’s client data covering matters, profiles, notes and activities to form a more complete relationship picture Identifies cross-selling and client service opportunities.

7.8
Editor Rating
9.1
Aggregated User Rating
1 rating
You have rated this

InterAction

42

SalesNexus

Compare

Nexus is a powerful and effective tool that allows business owners to create completely automatic and journeys for each lead and customer.It allows users to know when leads are ready, at their desk and when they are on the go.It also helps a user to come up with great-looking and compelling HTML emails easily. The software’s Multi-step campaigns of emails in sync with sales, triggered by customer behavior.Additionally, it allows for accountability which in turn enables businesses to measure and manage sales.Moreover, it lets businesses to select contacts by industry, title, revenue employees, location, profession, SIC code and or even…

Overview
Features

•Customized to grow business
•CRM
•Marketing Automation
• Lead Generation
•Easy to use
•Marketing Automation for Sales Teams

Price

•Solo is free
•Enterprise is $65 per month

What is best?

•Customized to grow business
•CRM
•Marketing Automation

What are the benefits?

•Personalize, Alert, Create
•Automatic journeys for each customer
•Trigger sales response instantly!

Bottom Line

SalesNexus is a online CRM software solution for organizations from 5 to 500 people. Because it’s web based, there is no software or hardware to buy or maintain. No more syncing databases! All of your data is available anytime, anywhere, in real time.

7.6
Editor Rating
8.5
Aggregated User Rating
1 rating
You have rated this

SalesNexus

43

LeadMaster’s CRM

Compare

LeadMaster CRM is an all-in-one CRM, sales and marketing tool for Call Center Industry, Education Industry, Healthcare Industry, Insurance Industry, Manufacturing Industry, Mortgage Industry, Real Estate and Small Business which can work together with users’ sales team to deliver more sales for users’ business where users’ team will have all the information that they need at their fingertips such as past orders, contact information, proposal details and social information whenever users’ team has any interaction with a lead or a customer making users’ sales team more efficient than ever before. LeadMaster CRM offers features such as Lead Management, Sales Management,…

Overview
Features

• Affordable
• Easy to use
• Adaptable
• Cloud based
• Secure and updated

Price

• Free Trial – 30 days free
• Small Business - $150 per month
• Professional - $250 per month
• Organization – Custom pricing

What is best?

• Affordable
• Easy to use
• Adaptable

What are the benefits?

•Lead Capture •Lead Tracking •Lead Nurturing
•Lead Distribution •Lead Scoring •Lead Analytics
•Opportunity Tracking •Opportunity Alerts •Opportunity Forecasting

Bottom Line

LeadMaster’s CRM Solution provides powerful features, scalability and short Learning Curve to dramatically streamline users’ sales and customer management processes.

8.6
Editor Rating
8.6
Aggregated User Rating
2 ratings
You have rated this

LeadMaster’s CRM

44

Tour de Force CRM

Compare

Tour de Force is a customer relationship manager for B2B (business-to-business) sales organizations. Tour de Force, Inc. main goal is to provide an organization with the B2B CRM Software needed to maximize the efficiency and effectiveness of their Sales, Marketing, and Customer Service/Support teams. Unlike other systems, Tour de Force’s software solutions are highly configurable. Tour de Force was designed to provide the key functionality needed for companies in the B2B sales market with a focus on the Distribution and Manufacturing industries. Tour de Force currently integrates with over 40 ERP systems. This integration allows it to import accounts, contacts,…

Overview
Features

• Business Intelligence
• Sales Force Automation
• Customer Relationship Management
• Business Process Optimization
• Accessible in any device
• Collaboration & highly scalable
• Mail Integration

Price

• Purchase -Purchase Pricing is available for all Tour de Force Software Editions.
• Subscription- Subscription fees range from $20 to $50 per user, per month, based on license type and number of users.
• Subscription Pricing is available for all Tour de Force Software Editions.
• Lease- Leases are available for all Tour de Force Software Editions.
• Cloud- Tour de Force Cloud fees range from $30 to $105 per user, per month, based on license type and number of users, though Tour de Force Cloud agreements are established for a twelve-month.

What is best?

• Improve business productivity by helping sales people and customer service representatives perform their jobs more efficiently and more effectively.
• Locate accurate information quickly and efficiently so that the user can fulfill their needs.
• Integrate customer-based strategies in order to reduce costs, increase revenues, and improve customer satisfaction to ensure long-term relationships.

What are the benefits?

• Improve sales performance and deliver quality customer service by allowing employees to share information throughout the organization.
• Know the sales and service history to improving sales performance and delivering superior customer service.
• Define the CRM strategies and how the organization will manage their relationships with customers, prospects, vendors, and suppliers.

Bottom Line

Tour de Force is a customer relationship manager for B2B (business-to-business) sales organizations whose main goal is to provide an organization with the B2B CRM Software needed to maximize the efficiency and effectiveness of their Sales, Marketing, and Customer Service/Support teams.

8.5
Editor Rating
5.7
Aggregated User Rating
3 ratings
You have rated this

Tour de Force CRM

45

CloudSuite CRM

Compare

Infor CRM is an award-winning, state-of-the-art technology solution that enables businesses to fully optimize the value of their most important corporate asset— customer data. Infor CRM’s exceptional usability and versatile configuration capabilities allow rich, personalized user experiences, helping companies to ensure adoption and productivity. Infor CRM effectively addresses the need of every business to have a hub for commercial operations by enabling the creation of rich customer profiles, delivering total connectivity and integration, and empowering the mobile workforce. The application also provides robust data analytics and assessment of key performance indicators to allow business to attain a deeper understanding of…

Overview
Features

• Standard open APIs & integration options
• Seamless integration
• Analytics & Reporting
• Customer Service & CRM
• Modern architecture
• Easily accessible
• No install mobile version
• Embedded CRM inside Microsoft® Outlook®

Price

Contact for Pricing

What is best?

• Extends its rich CRM functionality to smart phones and tablets, ensuring that the field personnel and mobile employees have that strong and distinctive competitive advantage that can help drive productivity and significantly raise the business revenue.
• Comes with a plethora of reporting and analytics applications that allows users to address user and company requirements at all levels of sophistication.
• Delivers powerful solutions that dramatically boost individual effectiveness and maximize organizational and customer intelligence.

What are the benefits?

• Identify new leads, keep up with existing clients, and achieve and maintain a total picture of the business, among others.
• Create rich customer profiles based on accurate information and interactions that are captured across the organization as well as external data sources.
• Enjoy enhanced productivity and collaboration via rich integration with business management tools as well as productivity applications.

Bottom Line

Infor CRM is an award-winning, state-of-the-art technology solution that enables businesses to fully optimize the value of their most important corporate asset— customer data and its exceptional usability and versatile configuration capabilities allow rich, personalized user experiences, helping companies to ensure adoption and productivity.

8.5
Editor Rating
8.7
Aggregated User Rating
1 rating
You have rated this

CloudSuite CRM

46

Pipeliner CRM

Compare

Pipeliner is a sales automation solution with a robust built-in CRM infrastructure to ensure that stakeholders–from sales teams to board members–can follow and track the company’s entire sales process. With this tool sales process can run on autopilot as Pipeliner will be organizing sales data to qualify leads. The software can effectively handle all complex sales activities of small and mid-sized businesses. Pipeliner CRM is instant intelligence, visualized – it is designed to empower sales professionals. The app uses a visual and intuitive interface to focus a sales team on productivity and effectiveness – providing a precise and empowering Navigator,…

Overview
Features

• 3D Timeline & Navigator
• Business Intelligence Dashboards
• Account & Contact Management
• Sales Forecasting & Reporting
• Sales Opportunity Management
• Multiple Pipelines
• Smart Organization Chart

Price

• Starter - $35 / month per user
• Business - $65 / month per user
• Enterprise - $85 / month per user

What is best?

• 3D Timeline & Navigator
• Business Intelligence Dashboards
• Account & Contact Management

What are the benefits?

• Manage CRM User Access and Permissions
• Get a clear and immediate picture of sales activities
• Email Integration with MS Outlook or Gmail

Bottom Line

Pipeliner CRM has made opportunity management visual and intuitive, fast, efficient and truly effective.

8.5
Editor Rating
8.9
Aggregated User Rating
1 rating
You have rated this

Pipeliner CRM

47

Pivotal CRM

Compare

Pivotal CRM is a fully featured cloud-hosted CRM designed to integrate, streamline and automate service and support requests with sales opportunities like up selling and cross-selling. Pivotal CRM is a complete service automation system that helps the user capture, manage, and quickly resolve customer service and support requests, without losing sight of up-selling and cross-selling opportunities. Flexible Pivotal CRM technology enables the user to rapidly and cost-effectively implement a system that automates even complex, unique service processes. It helps build, grow and drive a business forward with CRM that maps to the customers’ needs. Pivotal Sales is a complete Sales…

Overview
Features

• Sales Force Automation
• Marketing Automation
• Service Automation
• Partner Automation
• Mobile CRM

Price

Contact for Pricing

What is best?

• Makes it easy to personalize the sales strategy as it unearths customer needs, interests and concerns, allowing the reps to address them with pinpoint accuracy.
• Helps to build closer and long-term relationship with clients leveraging transparency, accuracy and actionable insights.

What are the benefits?

• Shortens the sales cycle, allowing the user to meet targets faster with automated processes that allows for picking the most viable leads, a small sales team can concentrate on quality prospects and optimize its resources, leading to higher conversion rates.
• Helps sales reps to leverage the most ROI off their prospects, while giving managers visibility across their team’s activities and deals and tools for accurate sales forecasting.

Bottom Line

Pivotal CRM is a fully featured cloud-hosted CRM designed to integrate, streamline and automate service and support requests with sales opportunities like up selling and cross-selling.

8.5
Editor Rating
8.7
Aggregated User Rating
1 rating
You have rated this

Pivotal CRM

48

Creatio CRM

Compare

Bpm’online offers three seamlessly integrated products for marketing, sales and service on one platform that can be used separately or in a bundle. Bpm’online offers three products on one platform to connect the dots between marketing, sales and service. The system delivers end-to-end processes to manage the complete customer journey – from lead to order to continued customer service excellence. The Marketing module provides users with functionalities that can map out customer journeys based on data about your target demographic as well as the purchasing patterns of potential clients. The Sales module is where users can plan the sales cycle…

Bottom Line

Bpm’online offers three products on one platform to connect the dots between marketing, sales and service. The system delivers end-to-end processes to manage the complete customer journey – from lead to order to continued customer service excellence.

7.6
Editor Rating
7.4
Aggregated User Rating
3 ratings
You have rated this

Creatio CRM

49

Salesmate

Compare

Salesmate CRM is software which is perfect for small and medium sized businesses to match their sales process in minutes. Salesmate is natively built with tremendous flexibility in mind, as one size will not fit all customers. Salesmate’s sales pipelines are highly customizable to fit your sales process stages. You can create as many stages and pipelines as you like. With the win probabilities, you can build your automatic sales forecasting model in seconds. With Salesmate, you can create up to 200 custom fields to capture any information you want. All form layouts are fully customizable, with variety of field…

Overview
Features

• Accelerate sales
• Smart productivity
• Customization
• Mobile CRM
• Product managemet
• built in phone
•Smart emails

Price

• Starter - $12 per user/month, billed annually
• Growth - $ 24 per user/month, billed annually

What is best?

• Mobile CRM
• Product management
• Built in phone

What are the benefits?

• Multiple currencies ad timezones
• Customizable sales pipeline
• Flexible to fit

Bottom Line

Salesmate CRM is software which is perfect for small and medium sized businesses to match their sales process in minutes. The CRM is simple for all sales reps and managers and can be used daily to move your deals through different stages before you win new business.

7.6
Editor Rating
8.3
Aggregated User Rating
2 ratings
You have rated this

Salesmate

You may like to read: How to Select the Best CRM Software for Your Business, Free, Open Source CRM Software and Best Practices for CRM Implementation.

Trends in CRM Software Benefits of CRM Software based on PAT RESEARCH User Study Survey 2019

Trends in CRM Software Benefits of CRM Software based on PAT RESEARCH User Study Survey 2019

What are CRM Software?

Customer Relationship Management refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle. This is done with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth. CRM systems are designed to compile information on customers across different channels or points of contact between the customer and the company which could include the company's website, telephone, live chat, direct mail, marketing materials and social media.

What are the Top CRM Software?

Streak, Teamwork, Funnel CRM, Pipedrive, Salesflare, PipelineDeals, InTouchCRM, GreenRope, Capsule CRM, Agile CRM, Epicor CRM, amoCRM, Salesforce, Workbooks, Averiware, Salesboom CRM, 24SevenOffice CRM, Snapforce CRM, SuperOffice, ClinchPad, Microsoft Dynamics CRM, icomplete, Maximizer, Salesnet, NetSuite OneWorld, Insightly, Raynet, SAP Digital CRM, webCRM, TeamWox, Really Simple Systems CRM, Campaigner CRM, Keap, Nutshell, Nimble, CRMnext, TeamWave, Clevertim CRM, GoldMine, Solve CRM, InterAction, SalesNexus, LeadMaster’s CRM, Tour de Force CRM, CloudSuite CRM, Pipeliner CRM, Pivotal CRM, Creatio CRM, Salesmate are some of the Top CRM Software.

What's your reaction?
Love It
100%
Very Good
0%
INTERESTED
0%
COOL
0%
NOT BAD
0%
WHAT !
0%
HATE IT
0%