Compare Salesforce Essentials vs. Wealthbox

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Built 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.

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

monday.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.

Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.

Lofty, formerly Chime, is a platform that combines a powerful AI-powered CRM with popular tools such as our Dynamic CMA, automated social media marketing, and a stunning IDX website. It's known for its ease-of-use. Our intuitive system is designed from the ground-up for real estate professionals who want to drive more leads and close them. No matter how long your agents have worked in the industry or their level in technical skills, they can easily use Lofty to generate results. Want an AI assistant who engages with leads 24/7, and learns from its interactions? We have that. Want a geo-farming tool that will help you find those hard-to locate seller leads in your neighborhood? We have that (it's already built-in). Want award-winning software that understands the way teams work and helps you stand out in the competition? We have all of that and more. Want to close MORE deals FASTER? Lofty is here!

BoldTrail stands out as the top-rated real estate platform designed to elevate your brokerage through cutting-edge technology that your agents will find both useful and enjoyable. You can highlight your distinctive brand with tailor-made websites that cater to your company, each office, and individual agents. Enhance lead acquisition by offering a modern, portal-like search experience for consumers, complete with smart behavior tracking. With hyper-local area pages, home valuation options, and rich lifestyle data, clients will continue to engage with your brokerage, recognizing you as the local authority. The platform features the most comprehensive lead generation tools available, enabling brokerages, teams, and agents to successfully attract new business regardless of their financial constraints. Additionally, empower your agents to swiftly generate free leads using our user-friendly landing and IDX squeeze pages. You can further increase lead quality while reducing costs through the in-house tools integrated into the platform. Expand your lead sources with automated social media postings, integrated advertising on Google and Facebook, custom text codes, and much more, ensuring a diverse and effective approach to lead generation. As a result, BoldTrail not only enhances the capabilities of individual agents but also strengthens the overall potential of the brokerage as a whole.

Clear C2 understands that every company has different business needs. C2CRM was designed to allow you to select the functions that you require. Our CRM system is cost-effective and will grow with your company. C2CRM comprises four modules that can be combined to create a complete CRM solution: Customer Service, Sales Automation, and Marketing Automation. Our core module, the C2CRM Relationship Management module, is the basis of our solution. It contains all the logic required to manage your business relationships. With built-in dashboards and reports, you can see 360 degrees of your accounts, contacts, activity, and workflow automation.