Best CRM Software for Microsoft Exchange

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

Pipeliner revolutionized CRM through its unique visual interface, no code workflow automation engine, instant dynamic insights, and reporting. No other CRM offers salespeople and sales managers so many ways to display and analyze sales data, as well as intelligent, system-generated insights. Pipeliner's automation engine and ease-of-integration with other systems (such email, ERP, and Marketing) allow for the elimination of many routine and manual tasks that other systems impose on salespeople and managers. Pipeliner CRM is so different than traditional CRM. This is why we have high adoption rates, low Total Cost of Ownership and a rapid Return on Investment. The system is easy to use and learn, and it takes very little business disruption when it's deployed.

Ravetree, an award-winning work management platform, empowers teams to deliver work quicker, be more informed, spend less time looking for information, and is faster than any other software. Ravetree is a software platform that allows companies to manage their resources, projects, and creative workflows from one place. Ravetree makes it easy to move between applications to find the right information, use cumbersome spreadsheets, or enter the same data multiple times. Ravetree makes it easy to get the job done!

✔ A CRM that sales reps will actually use. ✔ Sales reports that meet your needs. ✔ Increased sales growth for all. Sales reps are better suited for talking than typing, which is why they're in sales and not behind a desk. Entering CRM data manually takes an average of 1.5 hours per day. To maximize sales and simplify reps' lives, we've developed Telenotes as a system that leverages their natural inclination to talk and not type. Reps can update their CRM in 47 seconds, so they can increase sales and boost productivity with less effort.

Small businesses that sell B2B can use a simple but powerful CRM. It automates your CRM using existing data to build better relationships with customers and increase sales. It is a visual, intuitive and simple-to-use sales tool. Built on happiness, with the latest tech, for humans.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

Connect. Organize. Get things done. All your email, calendar, contacts, and tasks in one place. You can manage your email, calendar, contacts and tasks efficiently from one place. Office integration allows you to share attachments directly from OneDrive, access contacts, view LinkedIn profiles, and view LinkedIn profiles. You can book conference rooms and track RSVPs right from your calendar. You can share your calendars to coordinate and plan and see when your coworkers will be available. You can rest assured with enterprise-grade security that is trusted by the world's most important companies. Outlook protects your confidential information around the clock, and doesn't get in your way. Outlook anticipates your needs. Outlook automatically adds travel and bill payments to your calendar. Intelligent reminders help you stay on track. Search makes it easy to find the information you need quickly.

Calendly makes it easy to schedule meetings without having to send back and forth emails. Calendly takes the hassle out of connecting with others, so you can do more. Calendly makes scheduling easy. It's easy to set up. Calendly will take care of the rest. You can send Calendly links to your friends via email or embed it in your website. They choose a time and the event is added in your calendar. It works with your Google, Outlook and Office 365 calendars so you are never double booked. You can set buffer times between meetings, prevent last-minute meetings, create secret events types, and much more. Supports 1-on-1, round-robin, and collective availability meetings. Instant timezone detection for all your invitees to ensure everyone is on the same page. Automate tasks using Zapier, Salesforce, GoToMeeting and Zapier. It works great for individuals, teams, and departments.

Vtiger is a single product that allows Sales, Marketing, and Support teams to collaborate and deliver exceptional customer experiences. Vtiger organizes customer data in one place so that everyone on the team has a complete view of the customer. Vtiger CRM assists over 300,000 businesses in increasing revenue, customer loyalty and team performance. It breaks down the barriers between sales, marketing, and support teams. Vtiger's All in One CRM allows teams to create memorable experiences across the entire customer lifecycle. 1. Marketing teams must capture and nurture leads. 2. Sales teams can score, track, and close deals. 3. Support teams can access customer history to provide exceptional support.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

vtenext, the first and only All-In-One Customer Relationship Management (CRM) equipped with a BPMN engine and AI algorithms. Avoid departmental silos. They are a productivity killer. Holistic CRMs are a powerful tool that can improve the efficiency of every business area. BPMN Engine This is a natively-integrated tool that, through a graphical interface, allows to automate and digitize any type of business process. It avoids collaborators from doing tasks with low added-value and minimizes time loss and errors. Artificial Intelligence Integrated algorithms can make your organization more efficient and effective through: - automatic tickets, leads classificators Lead generation chatbot Chatbot for internal and external support OCR vtenext automates marketing, pre-sales, sales, customer service, and project management.

Top of Mind Networks' Surefire CRM is the most trusted marketing automation and creative content solution in the mortgage industry. Top of Mind's SurefireCRM helps mortgage professionals, from individuals to corporate lenders, win new business, get repeat business, and earn referral business. Mortgage professionals can effortlessly maintain and strengthen their emotional connections with clients by using intuitive workflows that are easy to use and award-winning content. Services available - SMS and Email Marketing Automation - Lead Distribution and Management - Customizable video marketing Curated Content Library of Award Winning Content - Integration with LOS/POS, PPE Software Systems - And so much more

Your CRM shouldn't stress you out. Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps. A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits. Give Nutshell a look. We love growing business.

Zendesk helps you create exceptional customer experiences. Zendesk, a leading provider of software and solutions to improve customer relationships, empowers businesses to become more reliable, flexible, scalable, and adaptable. Zendesk's products include Support, an integrated customer service solution; Chat, chat, and messaging tool; Talk and call center software; Explore to analyze and report; Inbox, shared team mailbox; Guide, a knowledgebase and self-service solution; and Connect + Outbound to support proactive campaigns.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

All-in-One CRM All-in-one CRM. Automate sales, marketing, service. Eliminate data leaks and ensure consistent messaging. Agile's latest features and integrations, ease of implementation, great support, and affordable prices are all yours. Cloud-based SaaS service that's mobile-ready, fast, simple to use, and cloud-based. Agile CRM offers a variety of pre-packaged email templates that will give your business the professional, visually appealing look and feel it requires. Look at Agile's email templates and choose the one you like. Then, create your message and automate the send. You can also create your own templates, even if you don't have programming experience. These templates can be customized to include your branding for extra impact.

Insightly helps you to understand your customers and grow your company. Insightly is a powerful and simple-to-use customer relationship platform that small and medium-sized businesses can use to increase sales, build relationships and deliver projects on schedule. It integrates natively with Gmail, Office 365 and MailChimp. Insightly offers tools that help companies manage their contacts throughout the sales cycle, track customer relationships and monitor their sales pipeline.

The best email client for Windows or macOS will boost your productivity and increase your email efficiency. eM Client is a fully featured email client that has a simple and clean interface. It offers features for tasks, calendars, online meetings, contacts, notes and chat. Schedule online meetings with integration with Zoom, MS Teams, Google Meet and more. Use cloud attachments to keep control over your files via Dropbox, Google Drive etc. eM Client is compatible with every email service that can use IMAP, POP or Exchange Web Services protocol. This email client is compatible with Google Workspace, Microsoft 365 Outlook, Exchange, and many more. eM Client improves email communication for both professionals, businesses and home users. It includes advanced features such as server-side search, instant message translation, "Snooze" and "Watch for replies", synchronized tags, and easy email encryption (PGP/S/MIME). Ensure privacy with automatic blocking of mail-tracking pixels. You can also customize the look and available features to make sure it works best for your specific needs - create your own theme or select one of the pre-set ones, customize your toolbar, shortcuts and message list.

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

PhoneBurner, a powerful dialer and sales-acceleration platform, helps B2B and B2C sales teams engage in more quality conversations with their contacts. Now with ARMOR – the most comprehensive spam protection solution and answer rate solution that is done for you. PhoneBurner's average answer rate is >10%. This means that millions of conversations are powered by PhoneBurner, with no awkward pauses and connection delays. PhoneBurner combines calls, emails, and SMS to handle time-consuming tasks, such as leaving voicemails, sending email, logging calls, or performing post-call workflows. Reps spend most of their time closing deals and talking. Manage your entire team with one dashboard. Access cutting-edge analytics and reporting, automatically distribute leads, coach and monitor reps in real time, and ensure KPIs trend in the right direction. Teams rave about the productivity gains, ease of use and answer rates, as well as the commitment-free packages. PhoneBurner is free to try today.

HiHello is a digital business card and contact management app that's free to use. It helps you build your network. Digital business cards will help you stand out from the rest. Digital cards are not only better for the environment but also for your wallet. They will make a great first impression. You can share your virtual business card by using a QR code, or send it via email, text, and social media. Even if you don't have the app, anyone can receive your digital cards. Your Self-Healing address book™, which will automatically update with the latest information from your contacts, makes contact management easy. You can personalize your address book with notes and tags, and organize your contacts into groups. We know that some people love physical business cards. To digitize the information of your new contact, scan their physical business card with our human-verified scanner.

As an entrepreneur, you have a lot on your plate when it comes to running your business. That's where Teamleader comes in to make your life easier and your mind free. Our business software allows you to create quotes, manage customer relationships, invoice, and plan work, all in one convenient place. This means you can avoid the hassle of having information scattered across different inboxes, Excel sheets, and software. Instead, you'll have a clear overview of your sales opportunities, projects, and payments, giving you a sharp picture of your business's performance. Join over 15,000 entrepreneurs and their teams who rely on Teamleader's business software to streamline their paperwork and get more done with less hassle. Sounds good?

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

Professional service companies around the globe love Accelo to manage client work profitably. The cloud-based platform handles all aspects of client work delivery from prospect to payment. It also manages tickets, retainers and timesheets. The client work management platform puts an emphasis on money and time. It gives you a complete view of your most recent business data and financial performance. Client communications, activities, and work are all centralized on a single platform so you can always see where things are without needing to ask for status updates. Accelo improves efficiency and streamlines workflows across the business. It also helps teams and leaders coordinate better and increase visibility. This allows professionals to concentrate on the most important work while leaders can run the business. Managers can deliver projects on time and within budget by harnessing the power of automation.