Use the comparison tool below to compare the top CRM software for Docusign on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.
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1
AIM
Altvia Solutions
Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital. -
2
Salesboom CRM
SalesBoom
$14 per user per monthThe traditional way travel agents and other representatives arrange hospitality services for hotel and travel bookings has changed since CRM was introduced to the hospitality industry. Hoteliers have taken to heart the benefits of CRM software for the hospitality industry and hoteliers have adopted the on-demand Customer Relationship Management services (CRM) in the industry. CRM software allows hoteliers to reduce distribution costs, maintain brand integrity, and operate without the need for industry discounters. The internet users are smart and educated. They enjoy smooth and seamless online services and have taken up ebilling and self-serve options as well as hoteliers with equal enthusiasm. Salesboom CRM software for hoteliers offers integrated and synchronized performance across all channels, including call center, billing, and sales. -
3
Quiddity
Qpod Solutions
$20 per yearYou can automate and manage all aspects of your business, including sales, marketing, and services, from one CRM software platform. You can protect your customer's confidential information. With Quiddity's mobile app, you can give required information to customers wherever you are. You can access multiple entities from your phone using a CRM software. To keep track of how long your employees spend on completing a task, use the Quiddity timesheet. You can also keep track of the time taken by employees. Quiddity provides visibility into all business processes and reports. You can gain valuable insights about your marketing campaigns, time spent completing tasks, status of leads, number of invoices generated, etc. You don't need any technical knowledge to deploy Quiddity CRM software in your business. The user articles and information are easy to follow and understand. -
4
Zoho CRM Plus
Zoho
$60.00 per user per monthYour customers deserve a better experience. Zoho CRM Plus, a unified customer experience platform, helps you deliver exceptional customer experiences to all stages of a customer's lifecycle. It also converts them into brand advocates. Engage customers through multiple channels at every stage of their lifecycle. You will always be notified of the latest developments through different media. You can manage conversations with multiple teams from one thread. A better customer experience starts with aligning all your departments and making sure customers are at the heart of everything they do. Zoho CRM Plus unifies all your support, sales, marketing and sales teams and gives them the toolset to do this. Zia, Zoho’s AI-based voice assistant, allows you to collaborate intelligently across your teams. You can use Zia to predict business trends, suggest the best time to reach a customer, find ticket sentiments, and provide intelligent business dashboards. -
5
Skywave CRM
Skywave
$50 per user per monthThe CRM of the Future with Automation at its Core. User-friendly. Designed and developed with user experience in mind. The layout is easy to understand. The contexts in which buttons and forms are placed make sense and are easy to understand. Modern Framework. Built from the ground up with a modern foundation. The latest security practices, speed optimizations, and scalable design are used. It's tough, fast, and current. For All Industries. Flexible and adaptable to any industry. Tested with financial industries such as Student Loan Consolidation and Debt Management. Client Portal. Client Portal. We offer a separate portal where clients can log in to receive updates. This portal syncs with the CRM and communicates directly to it for receipts, progress updates and uploading documents. Automation. Allow your employees to be guided and driven by the system. -
6
OleaERP
OLEA
$20 per user per monthOleaERP integrates ERP/CRM software for companies of all sizes. It can manage their entire business, including Supply Chain management, Customer-Driven MRP, Advance Production & detailed Scheduling, Sales & Distribution, Finance & Accounting and CRM. Project management, Reports/Analytics, and many Industry Specific Solution packages. Jesvtechnosoft India, Brazil team developed OleaERP. The product's major component is developed and covers concepts of SCM, Advance Planning and Scheduling functions. This product is built on Software as a Service (SaaS) model. OleaERP shippers integration allows you to control, organize, and print labels. OleaERP integrates with more than 40 top shippers around the world. OLEA ERP is completely free ERP that supports every stage of the customer journey. -
7
WealthBlock
WealthBlock
Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed. -
8
Tray.ai
Tray.ai
Tray.ai, an API integration platform, allows users to innovate and automate their organization without the need for developer resources. Tray.io allows users to connect the entire cloud stack themselves. Tray.ai allows users to build and streamline workflows with an intuitive visual editor. Tray.io empowers users' employees with automated processes. The intelligence behind the first iPaaS, which anyone can use to complete their business processes by using natural language instructions. Tray.ai, a low-code platform for automation, is designed to be used by both technical and non-technical users. It allows them to create sophisticated workflows that allow data movement and actions between multiple applications. Our low-code builders and new Merlin AI are transforming the automation process. They bring together the power and flexibility of flexible, scalable automated; support for advanced logic; and native AI capabilities that anyone can utilize. -
9
RedTeam Flex
RedTeam Software
$4,200RedTeam is a complete construction project management software. RedTeam is a construction management software designed by contractors for contractors. It comes with a wealth o tools that enable teams to deliver the best possible building experience for clients and key stakeholders. It covers all aspects of business development, project management, financials and closeout. -
10
FIELDBOSS
FIELDBOSS
$40 per monthFIELDBOSS, an end-to-end field-service software solution, is built on the Microsoft Dynamics Platform. FIELDBOSS simplifies complex operations and makes it easy to connect field service contractors with customers and equipment. FIELDBOSS empowers companies and provides real-time profitability information for management. The organization is managed by a team made up of Certified Microsoft Technology Specialists and Chartered Professional Accountants who have been providing high-quality service in the Microsoft solution consulting market since 1989. FIELDBOSS offices can be found in New York City, USA and Toronto, Canada. -
11
SatuitCRM
Satuit Technologies
Satuit Technologies was acquired by Tier1 Financial Solutions 2021. It is the premier provider CRM, reporting and portal software solutions for Buy-Side, Hedge Fund, Wealth Management, Private Equity, and Real Estate Markets. The company has offices in Canada and the United States and serves clients in over thirty-five countries. -
12
Brainbase
Brainbase
Brainbase Assist allows companies to manage all licensing, partnership, and sponsorship agreements from end-to-end on a single platform. Track important metrics such as total sales, royalties and rights availability, upcoming events, notifications, and more. - Compare progress between partners, products, categories and territories to identify issues before they become critical. - Create customized dashboards and generate reports that reflect the most important metrics to you - View, upload and track sales reports and royalties performance in one place. - Reduce human error by automating sales and royalty calculations that are based on contract terms. -
13
Field Pros
Field Pros
#1 industry-leading CRM/ERP developed by Service industry professionals. Field Pros helps companies track every aspect of their business, from fleet tracking to project management to collecting payments. We help crew companies run efficiently and effectively. Our founders have over 35 years of experience in running service businesses. Using their industry knowledge, combined with artificial intelligence, we have created the most cutting-edge cloud CRM for the service industry. Our platform is suitable for all trades. Your company can benefit from cutting-edge technologies that will help you run your business more efficiently and effectively. -
14
Dock 365
Dock 365
Dock 365 is an end-to-end contract management solution suitable for businesses of all sizes and needs. Our customizable contract management software empowers organizations to create, edit, share, e-sign, store, and manage contracts efficiently from a single platform. The automated system comes with the benefits of pre-approved templates, digital repositories, workflows, and integrations with Microsoft Dynamics CRM, Salesforce CRM, e-signature options, etc. to close contracts faster. Spare your legal from endless manual tasks and errors with our secure and fast solution. -
15
Vocalcom
Vocalcom
AI-Powered Cloud Contact Center Solution. It powers innovative, personality-based routing. It also manages multichannel customer interactions in one conversation. Vocalcom is the world of digital engagement and artificial Intelligence (AI), where live agents are seamlessly integrated into the customer interaction flow. All customer interactions can be managed in one conversation. The new generation of cloud contact centre platform that integrates with existing systems and supports ALL channels. Vocalcom's intuitive user interface increases productivity and allows companies to weave all of their customer interactions across all channels into continuous conversation threads. This allows them to reduce customer effort while strengthening customer relationships with each interaction. Amazingly simple, adaptable, and powered by AI Keep the conversation going. All customer interactions, including chat, email, text message, phone, and social media, are available in one place. -
16
InvestorFlow
InvestorFlow
Smart experiences, workflows, and content designed for scale distribution and to simplify investor services functions of global asset manager, private equity firms and real estate groups, hedge fund, credit and funds of funds. A CRM that is specifically tailored for your world allows you to manage your contacts, prospects, commitments, and deals. Private placements with brand-named, institutionally wrapped communications. The perfect portal to get your business started at a great price. Ideal for firms without a portal and needing something that can be quickly set up and used by investors. All the tools and workflows needed to communicate and report. It elevates the Essentials Portal to a higher level by adding CRM and performance dashboards. It is ideal for firms that want to move away from Excel or other inefficient tools in order to manage investor and contact relationships and improve their reporting and management. -
17
Navatar
Navatar Group
Premier Deal Software for Data-Driven Sourcing. Find your best buyer and establish intermediary relationships. Scale your business development efforts. Expert project management over deal preparation and due diligence. Automate analytics, reporting. Transform market data into actionable intelligence. Improve deal discipline to improve deal control. Navatar provides a comprehensive investor relations and fundraising platform. You can outperform your competitors on the fundraising trail by targeting the right LPs and creating structured processes to nurture them. This will ultimately earn your potential investors' trust. Navatar is built on Salesforce, the world's most trusted cloud security platform. It connects to the AppExchange ecosystem which offers hundreds of apps and industry data providers. -
18
Pypestream
Pypestream
Your call center will be obsolete. With all-in-one cloud messaging, transform your enterprise into a conversational powerhouse. Customer care that is always available. Your customers have a 24/7 portal to your business. Secure Transactional Messaging: Provide rich, dynamic experiences that respect data privacy and help users resolve issues. Full-Stack Platform - Leverage automation and conversational analytics to empower agents, self-service, and agent escalations. AI Deployment Mastery - "Conversationalize your brand" and increase customer satisfaction through elite UX. No more AI pilots going nowhere, no more science projects. Customers of Pypestream achieve amazing ROI. It's innovation with a proven business effect. Coronavirus has left you short of staff. It's time for Pypestream's COVID-19 customer service starter packs to go to work. -
19
Kahua
Kahua
Kahua offers project management and program management solutions for construction to increase efficiency and reduce risk. You can be operational in days with functionality and workflows designed specifically for contractors, program managers, and owners. This reduces time-to-value and increases user adoption. Kahua can be used on any mobile device to connect from field to office. Kahua allows you to manage documents, costs, and processes from the beginning of a project to its end. You can be up and running in days thanks to our solutions that are specifically designed for construction and our intuitive UI. This will increase user adoption. Every organization is different. Kahua allows you to adapt to your business model and follow your business processes when you need it. With "Kahua To Kahua" collaboration, you can improve the efficiency of your construction supply chains and keep everyone on the same page. -
20
Zingly
Zingly
Zingly puts AI power in the hands of your customers, allowing you to scale your business infinitely, increase revenue and cut costs dramatically. No more waiting on hold when you call. By meeting customers anywhere on the web or mobile applications, you can increase revenue, increase customer loyalty, and lower costs. A new way to reach your customers. Combining digital, artificial intelligence, and telephony into one collaborative space that is customer-facing. All that omnichannel was never. Drive business results by knowing when to engage agents, reducing friction with customers, and creating revenue-generating possibilities. Reduce friction, increase customer engagement, and improve ROI by unlocking 24/7 sales & service. Move your business to the speed of your customer. Give your customers a highly collaborative & personalized customer experience. Zingly offers a more organized, faster, and cheaper solution than chatbots. -
21
SugarCRM
SugarCRM
Get complete visibility of all customer activities, records, and history from a single interface. One unified view of the customer allows you to streamline your actions and reduce clicks. Drill down deeper into customer data using advanced drill-down features. Use the AI built-in to find the best opportunities and speed up deal closures. Get recommendations on what to do next in each sales situation. Predictive insights into deal probability help you focus on high-value opportunities. Replicate winning strategies using advanced forecasting and analytics that are time-aware. You can track sales performance with real-time metrics, reporting and analytics without having to use spreadsheets. Dashboards for each role help predict the evolution of your pipeline and quota achievement. Automate and streamline your sales processes using drag-and drop workflows and guides built in. Smart Guides automate complex sales tasks for seamless sales process management. Native integration with third-party tools allows for seamless collaboration. -
22
Vlocity
Salesforce
Direct interactions with customers in the industries Vlocity serves can be rare. Their experiences in these brief interactions will determine if they are a promoter or a saboteur. The interaction must be complete, accurate, quick, and done in the channel chosen by the customer. Your employees must be able to connect with customers on an individual level. This will allow your brand values to shine through. Vlocity's Digital Interaction Platform allows users to focus on the customer and not the software. Vlocity transforms your CRM system using a powerful suite task-based components that are 100% native to Salesforce. You can consolidate applications, increase productivity and lower your overall cost of service with the help of easy-to-use guided flows.