Top CRM Software for Process Street in 2024

Find and compare the best CRM software for Process Street in 2024

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Use the comparison tool below to compare the top CRM software for Process Street on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

1

Raklet

Raklet
Free

32 Ratings

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Raklet is a membership management software that can help you grow your business. Your audience can be monetized through newsletters, memberships, and other digital tools. Easy import of contacts and creation of custom fields. Automate your messages via different channels. Collect one-off and recurring payments. Automate reminders & invoices. You can be there for your employees wherever they are. Our mobile app for Android and iOS allows you to engage with your members anywhere you are. We can also create a custom mobile app for you. Engage your audience through various channels such as private messages, newsletters, events, and more. Your members will feel more engaged when you create their digital membership cards. Zoom integration is available to track attendees at online events. Raklet's membership management tools allow you to manage your entire organization from one platform.
2

Salesforce

Salesforce
$25.00/month/user

60 Ratings

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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.
3

HoneyBook

HoneyBook
$19 monthly ($16 annually)

16 Ratings

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HoneyBook makes it easy for independent business owners to communicate with customers and clients, manage projects, and get paid—all in one place. With the help from our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.
4

Insightly

Insightly
$29.00/month/user

3 Ratings

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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.
5

Capsule

Zestia
$18 per user per month

1 Rating

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Smart, simple online CRM. You can build stronger customer relationships, increase sales, and save time. Organize all your customer information in one place. You can track conversations, see the history, and provide more personal experiences. You can tailor your sales pipeline to suit your sales process and spot deals that need your attention or are about to land. With our insightful reports, you can easily identify the activities that have the greatest impact on your sales figures and make better business decisions. You can use Shape Capsule to organize your teams and ensure they only see what they need. Report on their progress and focus their activity. Capsule integrates seamlessly with popular apps such as G Suite and Mailchimp. Capsule Mobile provides caller ID and reminds to save a note in your CRM every time you call. All Capsule features are available on Android and iPhone.
6

UPilot

UPilot
$29 per user per month

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To get a $1M in revenue, the closing ratio must be 40%. This formula requires that sales teams build a $2.5M pipeline. UPilot automatically calculates closing ratios for your team and all of your sales staff. We see CRM being used by our clients to predict and control their future. They can invest in advance, hire with confidence and grow predictably. If every user has the ability to decide what they share and with whom, you won't be able to accurately forecast closing ratios or forecasts. This will make it impossible for managers to predict growth. You won't get stuck and end up spending a lot if you start with a CRM that allows you to manage your roles from the top. Most CRMs do not offer this feature or hide them in the Enterprise editions. Once you have figured out how to grow, it is time to either upgrade to higher-priced plans or switch to complex solutions.