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monday sales CRMBuilt on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.
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monday.commonday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.
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PoplYou can instantly share your information with just a tap, scan or send. You can share contact information, social media, websites and payment apps as well as files, videos, and other information. Send your digital business card via text message or email. For brand consistency, create, distribute, manage and manage digital cards for your team. On average, you can capture 300% more leads. One central contact book allows you to view, manage and export all team-wide leads. Our goal is to help you and your team generate more leads faster than any other onboarding task. To make it easy for members to sync instantly, we have partnered with Azure Active Directory. CSV imports and digital cards created from scratch are also possible.
Description
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom.
Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times!
Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases.
The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem.
Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.
Description
Rethink Workflow is a simple, powerful, secure, and free business process automation tool that allows businesses, NGOs, and enterprises to create forms online and design workflows.
API Access
Has API
API Access
Has API
Integrations
Asterisk
Business Card Reader
Calltouch
Google Calendar
HubSpot CRM
InterWeave SmartSolutions
Microsoft Outlook
Microsoft Word
Mobile2CRM
Sales Robots
Integrations
Asterisk
Business Card Reader
Calltouch
Google Calendar
HubSpot CRM
InterWeave SmartSolutions
Microsoft Outlook
Microsoft Word
Mobile2CRM
Sales Robots
Pricing Details
$25 per user per month
Free Trial
Free Version
Pricing Details
$2.99/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Creatio
Founded
2014
Country
United States
Website
www.creatio.com/landings/crm
Vendor Details
Company Name
Rethink Workflow, Inc.
Founded
2016
Country
United States
Website
www.rethinkworkflow.com
Product Features
App Design
Change Management
Collaboration
Design Templates
Drag & Drop
Feature Library
Prototyping
Testing Management
Visual Interface
Automotive CRM
Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Debt Collection
Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Healthcare CRM
Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Insurance Claims Management
CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Low-Code Development
AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management
No-Code Development
AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Social CRM
Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management
Product Features
Application Development
Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Construction Management
Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Database
Backup and Recovery
Creation / Development
Data Migration
Data Replication
Data Search
Data Security
Database Conversion
Mobile Access
Monitoring
NOSQL
Performance Analysis
Queries
Relational Interface
Virtualization
Inventory Management
Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management
IT Asset Management
Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
Depreciation Management
IT Service Management
Inventory Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management
IT Management
Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Supply Chain Management
Demand Planning
Electronic Data Interchange
Import / Export Management
Inventory Management
Order Fulfillment
Order Management
Sales & Operations Planning
Shipping Management
Supplier Management
Transportation Management
Warehouse Management
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Time and Expense
Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking
Volunteer Management
Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Workforce Management
Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce