Alternatives to Cratio CRM

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

LeanData offers a comprehensive Demand Management solution tailored to various go-to-market strategies, including account-based sales development and geo-based territories, among others. With its user-friendly and visually appealing workflow integrated within Salesforce, LeanData provides a single interface for users to monitor their complete lead flow seamlessly. The platform empowers users with a convenient drag-and-drop functionality for efficient lead routing. Additionally, LeanData incorporates advanced algorithms that match leads by utilizing multiple data fields within Salesforce. This innovative approach not only streamlines the lead management process but also enhances the effectiveness of sales strategies.

Tall Emu understands that business owners and managers struggle to stay organized, keep track of all the happenings with customers, follow-up leads, know the status of projects, and what staff have done. That's why Tall Emu CRM software was created. It is an affordable alternative to expensive ERP. The best in class inventory management features of an expensive ERP system. This software also empowers your sales team to quickly quote at lightning speed and close more sales. If you want to keep track of your leads and nurture them into customers, managing your sales pipeline is essential. It is simple to use and powerful. Our online quote generator makes it easy to create professional quotes. You can add images, videos, links, and groups to your quote. Send it to customers via email or SMS so they can view it online. A map allows you to view customers, leads and projects. Visualize your sales territory and find the best opportunities immediately. Filter opportunities based upon your location and your schedule.

SalesBuilder CRM, a cloud-based 4-in-1 CRM software for homebuilders, will fulfill all your marketing and sales needs. You can capture and nurture prospects, manage recorded sales, track option selections, and generate contracts. SalesBuilder CRM has marketing features that allow you to connect with prospects and record activity. These include email follow-up, phone log, and letters for mailing. Record prospect information and assign actions. Register at sales offices manually, import website leads, or import 3rd-party leads from Zillow. Realtors, BDX, and others. SalesBuilder CRM includes all the necessary tools to sell, starting from the beginning: creating scenarios, managing sales details, adding options, and generating contracts using optional DocuSign integration. Our CRM software for homebuilders allows you to capture leads, record important information, and promote prospects to potential homebuyers. Users can create their own registration cards so that all information is captured.

Teknovate CRM stands out as the premier Sales and Marketing Software for both B2B and B2C sectors in Indian and international markets, facilitating seamless synchronization of customer communications across various business departments. Serving as your personal lead manager, it effectively captures leads from multiple sources, sends introductory emails or SMS to prospects, and keeps you informed about all your ongoing activities. You can oversee various departments within a single organization, including Sales, Marketing, Projects, tasks, Service Tickets, and potentially other teams as well. Our personalized task reminder dashboard ensures you never miss a follow-up, and leads are automatically assigned to the right salesperson based on geographical location or specific product/service needs, allowing for efficient management. By leveraging marketing automation and an auto-follow-up system, you can significantly reduce the time spent on follow-ups. This not only minimizes tedious tasks but also boosts employee performance, enhancing the lead conversion ratio through targeted and consistent follow-ups. Additionally, our advanced BI Reporting dashboard provides real-time insights and comprehensive reports to help you make informed business decisions. With Teknovate CRM, optimizing your sales process has never been easier or more effective.

Selling can be difficult! It can be difficult to sell. However, having a clear plan, a supportive environment, and a sales CRM software can help you make it easier. Kylas can help you identify the right sales opportunities and support your sales efforts to increase success. It is essential to keep track of your opportunities and engage with them frequently to convert leads to deals, contacts, and companies. Kylas allows you to quickly search and filter your results. It also gives you a 360o view all your Leads. Deals, Contacts, Companies, and Leads - the core pillars of your Sales Pipeline. Kylas allows you to quickly capture leads from different sources and understand which ones can be converted into deals. Effective Sales Pipeline Management will ensure that your sales deals don't go sideways. You can create multiple and fully customizable lead and deal pipelines with multiple stages that meet your needs.

CRM Automation saves time and money. Real Geeks and third-party leads are automatically sent to the CRM, which is a fully-featured platform that tracks and nurtures leads throughout the sales cycle. Agents are notified immediately by SMS and email when leads enter the system. Filter leads based on any field, including user behavior, favorites, geographic area and price range. Agents can target prospects and follow up with them intelligently. Agents can monitor activity in real-time. Active leads are great targets to contact as they are actively engaging on the site. To help agents engage, automatically search leads' social profiles on the internet. Notify agents and trigger them to follow up with high-engaging leads. Assign leads automatically based on geographic location and source. All conversations are automatically synchronized with agents email and integrated in CRM.

Experience exceptional customer support along with swift delivery of customized agile software development designed to align with your lead program specifications and financial plan, utilizing our proprietary online platform, SFIcentral. We offer flexible solutions that can scale to accommodate any lead generation initiative, whether it’s for a budding startup or a comprehensive national network of manufacturers and dealers. Our clients gain access to proven software code and industry best practices we've accumulated over the years, ensuring a seamless integration process. Furthermore, our system provides automated lead distribution according to your specific territory guidelines, complete with email and SMS alerts. You can monitor lead status in real time, from initial capture to final closure, with immediate filtering options available. Our platform also features tailored reporting for essential categories, enhanced by visual dashboards that underscore your crucial metrics. Additionally, you can efficiently manage your network information, encompassing contacts, territories, communications, documents, and much more, all from a single comprehensive interface. This holistic approach empowers your business to maximize efficiency and achieve its goals effectively.

Implement the successful strategies from your top-performing representatives across the entire organization to enhance business development. Tailor the agents to align seamlessly with your team’s specific workflows for maximum efficiency. They will populate CRM fields, generate deals, and refresh information instantly according to established guidelines. Conduct in-depth research on companies and potential clients to improve your ability to target and assess leads effectively. Ensure that prospects receive timely follow-up communications while deal stages are updated automatically within the CRM. Craft and dispatch personalized outreach messages grounded in thorough research about companies and prospects. Leads are automatically assigned to the appropriate sales representatives based on various factors such as geography, timing, and product expertise. By automating CRM functions, you can establish a new pipeline aimed at closing more deals. Focus on engaging only with high-quality leads through meticulous research and an automated scoring system. Increase SDR productivity by automating customized follow-ups, while also handling meeting creation and rescheduling automatically, taking time zones into account. This approach guarantees prompt follow-ups with automated emails until a deal is finalized, ensuring no opportunity is overlooked. By integrating these practices, your sales process can become both more efficient and effective.

Transform every channel into a source of revenue to fuel business expansion. Effortlessly gather leads and sales inquiries from websites, emails, social media platforms, phone calls, and more. The key to a thriving business lies in effectively monitoring and managing the sales pipeline. A visual pipeline enables you to keep track of all deals at different stages seamlessly. Gain a comprehensive 360° view of your customers on a single interface for enhanced insight. Engage with your contacts through multiple communication channels while having access to their conversation history. Prioritize what matters most and automate the rest for efficiency. Establish rules and workflows to streamline follow-up processes, and automatically assign deals to team members. Integrate PipeCycle with other productivity applications to enhance functionality. Identify lead locations and discover potential clients nearby effortlessly, while also automatically tracking the locations of your team members and displaying them on a map for better coordination. By leveraging these tools, businesses can optimize their operations and significantly improve their sales outcomes.

Convert your leads into revenue at every phase of the sales journey. Optimize every facet of your lead generation strategy, from acquisition and allocation to the sales cycle and follow-up processes. Achieve complete transparency regarding the performance of your sales team and business collaborators, allowing you to evaluate their effectiveness with leads. Monitor the profitability associated with each lead source, representative, and branch office. Seamlessly integrate all your lead sources into a single platform through our Lead Capture API and advanced email parsing technology. Our system is compatible with your company’s website, as well as platforms like Zillow, Buyside, ReadyChat, Realtor.com, Homes.com, and numerous other lead generation partners. Automatically distribute leads to sales representatives following round robin or broadcast assignment protocols, and establish time constraints for lead acceptance. Additionally, keep track of acceptance durations, multiple inquiries, and a variety of other metrics to enhance overall efficiency and effectiveness!

ASPIRE, our all-encompassing equipment finance solution, focuses on pinpointing the challenges and limitations faced by your organization, subsequently offering tailored solutions to drive your business forward. With a rich legacy in the equipment finance sector, LTi continues to excel in delivering cutting-edge lease and loan solutions to businesses around the globe. Our adaptable platform is designed to accommodate a wide array of business requirements and workflows through expert configurations. The CRM functionality facilitates lead tracking as well as the management of sales territories and opportunities. Additionally, it supports proposal generation, pipeline management, and comprehensive reporting capabilities. You can oversee any lease or loan type with a versatile structure, including fixed terms and revolving lines of credit. Features such as termination options, real-time credit assessments, eSignature capabilities, document management, midterm modifications, and rollovers are also included. Moreover, our system offers robust portfolio and asset management tools. Ensure adherence to compliance standards with features like automatic tax jurisdiction assignment and comprehensive UCC insurance tracking, alongside enhanced security measures for users and transactions. This holistic approach not only streamlines your financial processes but also strengthens your organization's overall operational efficiency.

SutiCRM is a cloud-based customer relationship management platform designed to enhance your marketing and sales operations. It enables you to execute campaigns, oversee leads, manage opportunities, and predict sales outcomes while effectively targeting your audience. This user-friendly and mobile-accessible software centralizes insights into all marketing and sales functions, aiding in closing deals more efficiently. By simplifying various marketing activities, SutiCRM allows you to connect with your desired audience through impactful campaigns, lead generation, targeted email outreach, and assigning tasks to the appropriate sales team members. The Sales Force Automation (SFA) feature of SutiCRM automates essential business processes, from lead generation to forecasting sales results. With modules dedicated to lead, contact, opportunity, and territory management, SutiCRM fosters teamwork and integration, empowering you to meet and exceed your sales objectives while adapting to market demands.

Enhance your team's efficiency on every journey and at any location with features designed for intricate routing, territory optimization, and real-time field updates. By utilizing route optimization and automatic logging of activity data, you can save valuable hours in planning, administration, and driving time. This allows you to concentrate on high-priority nearby leads and service appointments within each field opportunity. You can effectively prioritize and scale daily customer visits by leveraging essential business data, including lead value and account type. For those requiring advanced capabilities, upgrading to Salesforce Maps Advanced provides additional features for complex geo-visualization, enhanced route optimization, and robust analytics. Effortlessly integrate vital account and user information with the territory planning and assignment process for streamlined coordination. By eliminating tedious manual planning tasks, you can efficiently explore multiple scenarios with ease and agility. Additionally, territories can be balanced automatically based on the most relevant attributes, allowing you to strategically plan daily routes according to accessibility for your teams, thereby maximizing productivity and efficiency in the field. Furthermore, this holistic approach ensures that your workforce is always equipped to tackle challenges as they arise, fostering a more responsive and adaptable operational environment.

Distrobird is a free, all-in-one sales automation platform that replaces multiple tools with one seamless interface. Manage email, calls, SMS, forms, & more to streamline workflows & double your sales output. Distrobird's mission is to simplify the process of managing and enabling your sales organization. We do this by aggregating all the tools that your revenue team requires on a single platform, from lead capture to prospecting, multichannel engagement, reporting, and more. Double the output of your sales team with less tools and more complexity.

Launch your online business without the need to hire copywriters, web developers, designers, or system integrators! Effortlessly sell your products or services using our elegant and secure checkout forms that accept both credit card and PayPal payments. Our incredible drag-and-drop page builder comes equipped with hundreds of professionally crafted templates to choose from, offering you ultimate flexibility while ensuring your site is fully optimized for mobile devices. You can easily construct and maintain a comprehensive database of leads, prospects, and customers, organizing them into themed groups through lists and custom tags. Design a multi-page funnel that effectively transforms visitors into leads, converts leads into customers, and nurtures customers into repeat clients! Furthermore, you can create both live and automated email/SMS marketing campaigns to foster communication and deepen engagement with your audience. Plus, our expertly designed membership portal builder allows you to seamlessly deliver your content, courses, or training materials, enhancing the overall user experience. This comprehensive toolkit empowers you to take full control of your online presence and business growth.

Decisions on Demand assists sales and marketing operations teams to implement Account-Based Selling in Salesforce. Our AppExchange app quickly and accurately assigns the right people to the right leads and accounts, opportunities, and other Salesforce objects. Decisions on Demand has the ability to handle even the most difficult assignment challenges. It features an intuitive editor and management tools in the Salesforce UI. The app supports a wide variety of Salesforce capabilities, including Account and Opportunity Teams and Enterprise Territory Management, Communities (PRM), and Financial Services Cloud.

Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits. Entity Support: Supports OOB and Custom Entities Round Robin: Divide the Leads equally among the team using Round Robin Algorithm. Capacity: Assign Leads based on the individual capacity of each user Rules: Create multiple assignment guidelines for different selection criteria for Leads Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users. Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements Period: Define a period for the assignment of work items based upon that period

Determine the IP address, geolocation details including country, region, city, and postal code, as well as the organization associated with each lead. Organize your sources and enhance your lead tracking capabilities through smart methodologies. With Facebook’s “Lead Ads” integration, you can eliminate the tedious process of downloading leads manually since Lead-IQ will seamlessly synchronize them to both your email and Lead-IQ account for streamlined management. Utilize advanced email tracking and analytics to discover if and when your prospects have engaged with your emails. You can also update your leads' statuses—such as not qualified, needs contact, needs quote, followed-up, quoted, awarded, spam, and others—and monitor their journey effectively. Optimize the management of your sales team with ease by either assigning leads to your sales representatives manually or through automated processes. Empower your sales reps to prioritize lead scoring, enabling them to concentrate on the most promising leads that can drive success. In this way, you can enhance overall efficiency and maximize your sales potential.

Kreato enhances sales performance with its Sales CRM Platform, which is driven by the innovative Sales Acceleration AI known as Axlerate. This essential Sales CRM equips sales teams with vital tools for effective sales execution, integrating sales pipeline management, engagement strategies, and automation features. Meanwhile, Axlerate AI improves the decision-making processes and execution efficiency of sales teams during the entire LOC (Lead-Opportunity-Closure) sales cycle, enabling them to sell more quickly and intelligently. It automatically enriches customer profiles by adding valuable information and ensures optimal lead distribution by intelligently routing incoming leads to the appropriate sales representatives. Furthermore, it captures new leads seamlessly from various sources, including web forms, landing pages, emails, calls, and chats, while also assigning tasks to sales reps based on specific pipeline events and changes in status. In addition, the platform automatically generates and sends scheduled reports to management and facilitates the dispatch of a series of personalized emails to customers, all according to pre-set timelines. Ultimately, this comprehensive suite of tools is designed to empower sales teams to operate at their highest potential.

The Captivea Cannabis Solution, built on the Odoo framework, offers a fully METRC compliant system enriched with numerous features tailored specifically for the cannabis sector, making it an authentic seed-to-sale software solution. It effectively addresses significant challenges within the industry, such as banking volatility and the urgent need to transfer journals swiftly, which are essential for navigating this rapidly evolving market. To enhance team collaboration, the base Discuss Module of Odoo has been adapted to aggregate all incoming communications into a user-friendly inbox format. Additionally, it monitors sales aggregate limits for individuals while maintaining a comprehensive sales order history and average order size metrics. Furthermore, the Contacts module integrates licensing information and empowers users to modify their orders while also facilitating order status tracking. This module visually represents delivery hotspots, mapping, and delineates sales territories. The subscription functionality has been adjusted to monitor recurring deliveries, preventing users from scheduling deliveries that would exceed their legal constraints, thereby ensuring compliance and operational efficiency. This comprehensive approach not only streamlines processes but also contributes to a more organized and legally compliant cannabis business environment.

LeadMaster is an all in one customer relationship management (CRM), and lead management software solution. LeadMaster is a powerful tool that supports sales and marketing teams. It offers a variety of tools to capture, follow-up, and/or track leads. LeadMaster is a suite of integrated modules that can be used to automate and streamline email marketing, CRM and sales force automation.

Improving lead acquisition: We boast a distinctive track record in human-to-human lead generation, effectively qualifying and converting prospects while simplifying their management. With Ourly, schedule meetings effortlessly without emails, making it the quickest and most convenient appointment scheduler available. Integrate it into your web pages, emails, and conversion tools to enhance conversion rates. Additionally, track and analyze scheduled meetings efficiently. Serviceform has collaborated with over 200 real estate agencies and developers globally. What feedback are we receiving from our clients? They highlight that we offer unparalleled lead generation services for realtors. Our innovative Social inbox transforms communication by uniting messages from Facebook, Instagram, and WhatsApp, ensuring that no lead slips through the cracks. Incoming messages go directly to your Social inbox, allowing for intelligent assignment to individuals or teams. Furthermore, our Chatbots effectively address frequently asked questions, facilitate meeting bookings, and even prequalify leads, ensuring that your business remains responsive, even when you're occupied or unavailable. This comprehensive approach not only streamlines your processes but also enhances customer satisfaction.

Forefront CRM serves as an all-encompassing tool tailored to enhance lead management for real estate investors. With its user-friendly visual pipeline and drag-and-drop capabilities, it empowers users to personalize workflows while easily monitoring the progress of every lead. The platform automates follow-up initiatives via SMS, email, and task assignments, guaranteeing that communication with leads remains steady and effective. All pertinent lead information, such as notes, communication records, and property specifics, is consolidated for quick and convenient retrieval. Additionally, Forefront CRM seamlessly integrates with services like smrtPhone and CallRail, enabling users to monitor calls, messages, and voicemails, thus providing a thorough communication record for each lead. The software also includes real-time Key Performance Indicators (KPIs) and reporting features that yield valuable insights into the effectiveness of marketing campaigns and team productivity. Furthermore, it offers task management capabilities with automated assignments and alerts, an iOS application for users on the go, and customizable fields to capture vital lead information, ensuring that every detail is accounted for in the lead management process. This comprehensive suite of features makes Forefront CRM an invaluable asset for real estate investors looking to optimize their operations.

Effortless sales and field service territory mapping for Dynamics 365, Power BI, and Excel is achievable with our top-rated solution on Microsoft AppSource. EasyTerritory stands out as the premier web-based mapping software specifically designed for managing sales territories, planning service capacity, and providing geospatial business intelligence integrated with Microsoft Dynamics 365, Excel, and Power BI. For those not utilizing Dynamics 365, EasyTerritory remains versatile, also supporting Excel, Power BI, and SQL Azure. This powerful tool is utilized across various sectors, including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceuticals, and biotechnology, among others. Our mission is to simplify the challenges associated with territory mapping and management. With EasyTerritory, sales managers gain the ability to create and adjust their sales representatives' territories seamlessly on an interactive map, enhancing operational efficiency and strategic planning. As a result, organizations can better optimize their resources and drive sales performance.

Increase revenue while reducing sales costs through a specialized solution that streamlines and enhances the design and planning of sales territories. Gain insights into customer and prospect potential to strategically position sales representatives where the likelihood of success is greatest. The integrated spatial analysis tool helps businesses pinpoint new sales opportunities effectively. Effortlessly import and merge third-party data to identify untapped market segments. The analytics engine built into the solution generates equitable and well-structured territories tailored to your specific criteria. Streamline territory alignment and leverage advanced market analysis with the optimization feature to maximize effectiveness. Manage sales territories efficiently by processing data from up to ten distinct sources simultaneously, including spreadsheets and ODBC databases. With Xactly Territories, adjusting and creating territories becomes a simple and efficient task, facilitating better sales strategies and improved performance. This comprehensive approach ensures that sales teams can adapt quickly to changing market dynamics, ultimately driving greater success.

Discover a fantastic application that consolidates all your customer interactions in one convenient location. Every conversation is seamlessly stored within our built-in CRM, which includes unlimited call recordings, voicemail, and text message history. You can effortlessly set up call forwarding from your Bling number to as many as eight extensions, utilizing any numbers you prefer, whether they are inside or outside of Bling. The IVR feature allows you to efficiently route calls to your team members, shields you from robocalls, and maintains the privacy of your personal numbers. While your contacts are automatically integrated into the Bling CRM, adding new contacts or uploading a contact file is a simple process. You can also send automated text messages triggered by specific actions, such as a missed call, voicemail, or updates to customized fields. With Bling's AI-driven sales dialer, you can accelerate the conversion of leads into potential clients. Additionally, the platform enables you to assign and oversee multiple users across your Bling profiles or phone lines, with options to designate them as agents or supervisors, allowing you to control their access levels effectively. This comprehensive tool not only streamlines communication but also enhances team collaboration and productivity.

Enhance your efficiency with specialized CRM software tailored for immigration consultants. This robust platform allows for the management of leads while providing integrated SMS and email functionalities, alongside secure payment gateways. Designed with cloud storage capabilities, this CRM simplifies the lead capture process from diverse sources like websites, social media, and B2C platforms, including the automatic distribution of leads as they come in. Users can access comprehensive customer profiles that include vital information such as contact details, communication history, purchasing habits, and individual preferences. Furthermore, the software enables easy storage and management of intricate quotation data, covering pricing, services rendered, terms, conditions, and any necessary attachments. In addition, it facilitates the tracking and recording of document statuses for everything from medical certificates to visa applications and bank statements. With seamless integration of powerful communication tools like WhatsApp, bulk SMS, and email, consultants can maintain effective engagement with clients throughout their journey, ensuring that no detail goes overlooked. This comprehensive approach not only streamlines operations but also fosters stronger client relationships and better service delivery.

Establish a lead queue and rank them according to their current status for optimal follow-up management. Disposition leads using tailored parameters while seamlessly scheduling subsequent communications. Facilitate warm transfers to team members for enhanced collaboration. Share insights and work together with team members and referral partners on each lead to streamline the process. Boost lead conversion rates by automating communication, thereby connecting more partners with leads earlier in the sales journey. Simplify the loan closing process for borrowers with an automated experience that links to their financial accounts to pre-fill much of the 1003 form and required documentation. Personalize your workflows and set up automated follow-ups for both new leads and previous clients by implementing preset triggers that initiate reminders, emails, tasks, lead sharing, and more with just a single click. Additionally, utilize a comprehensive tablet application that features a sign-in sheet syncing with your CRM. Upload listing images and provide your visitors with a polished follow-up email that includes the listing details and your contact information, ensuring they have everything they need to reach out. This proactive approach not only enhances communication but also builds stronger relationships with potential clients.

Territory.guru offers a user-friendly platform for establishing and overseeing sales territories with ease. Users can assign specific regions just by clicking on the map interface. Additionally, multiple regions can be selected simultaneously using a selection box tool. The platform is equipped with the most current zip code tabulation area boundaries, allowing for the straightforward creation of sales territories according to zip codes. These boundaries receive regular updates to ensure accuracy. Furthermore, Territory.guru provides a range of functionalities for both importing and exporting custom data, catering to various user needs. This flexibility makes it an invaluable tool for sales teams seeking to optimize their territory management processes.

Fresa XPress, a web-based ERP on the Cloud, is designed for Freight forwarders, IATA Cargo Agents and NVOCC, Transporters and Couriers, and Logistic service providers to efficiently manage, organise and monitor their businesses. Fresa XPress facilitate Documentation team in preparing the shipping and financial documents such as cargo and freight manifest, Draft B/L, Final Original B/L, or express release, Customer and Agent Invoices, and Credit notes and Generate Job profit statement based on provisional entries. The various activities of the export and import are captured for Key performance indication and audit of the job for MIS closure activities. Fresa XPress also provides soft dockets to store scanned documents against each shipment for future reference. Fresa XPress facilitates Operation team with visibility of shipments booked and received in the pipeline for further course of action. They can effectively plan & organize the loading process and trigger emails to customer. The Management Module in Fresa XPress offers extensive data to the Management of the Freight Forwarding Companies with the detailed consolidated MIS Reports. These MIS reports are needed by the management to evaluate the performance.

MEDEIL software users in 120 countries, 2,05,000 downloads, 6000 customers. One of the most highly rated Pharmacy softwares in the world. Medeil User Benefits: * Unlimited product level management allows you to efficiently manage your inventory and sales. * Create invoices and purchase orders * Generate a bill of materials (sales). * Use integrated customer relation management (CRM). * Complete financial accounting, including book of accounts and balance sheet * Customer/Supplier-configurable email/SMS integration facility * Analyze your data to create meaningful reports

Experience a user-friendly sales and catering system hosted in the cloud, allowing access from any device at any location. Consolidate web leads from various sources into one cohesive view, enabling prioritization based on optimal fit and likelihood of conversion, and efficiently assign them to the appropriate sales manager. Oversee all of your leads and their statuses from a single platform. Effortlessly create visually striking web proposals that incorporate interactive elements such as videos and walkthroughs to captivate and inform your prospects, which has been shown to enhance conversion rates. Automatically draft and dispatch contracts for electronic signatures, streamlining the process and saving valuable time for both you and your clients. Handle even the most intricate events, complete with multiple meal options, food and beverage packages, audiovisual requirements, and additional services, all while monitoring inventory through an intuitive and mobile-friendly interface. Easily create and send tailored banquet orders and checks with just a click, ensuring a smooth and efficient operation. This comprehensive system is designed to elevate your sales and catering experience while maximizing productivity.

Upload your leads and begin making calls using either your own phone numbers or ours via the sales dialer. Our platform includes essential features such as a professional IVR, call recording, and live agent monitoring right from the start, with no need for downloads or additional plugins. Text messages also elicit responses, allowing you to send individual messages or utilize SMS templates for efficient lead follow-ups. You can upload and assign leads to agents, facilitating ongoing calls aligned with specific campaigns and lead sources. Automatically progress through your call lists with sequential dialing to maximize efficiency. By employing call queues, agents receive the most relevant leads and follow-ups effortlessly. We have addressed the challenge of agents not knowing their next call by streamlining the process. Furthermore, agents can swiftly update a lead's status, make notes, schedule follow-ups, and even send tailored emails or text messages during their conversations, enhancing communication and lead management. This comprehensive approach ensures that agents are equipped with all the tools they need to effectively engage with prospects.

The new way to manage field data and your sales team. We are the tool specifically designed for outside sales. Map My Customers improves field productivity and uncovers team activity wherever you are. Visualize Sales Opportunities: Easily assign territories to sales reps. - Automatically distribute leads and customers using your CRM or spreadsheets Strategically visualize which accounts or geographic areas are performing best in sales and heat mapping Target More of the Right Prospects Our mobile lead generator allows you to find sales opportunities in your area while on the move. - Search for customers by product, salesperson, or territory. Personalize the prospecting of your sales team with sales funnel visualization. Automate Everyday Sales Tasks Smart Routing optimizes route planning and mapping. Sales teams save an average of 30% on fuel costs and 1-2 days in windshield time each month.

TactiCom's lead and contact management platform streamlines the entire lead processing workflow, encompassing lead capture, evaluation, and allocation, all the way to comprehensive contact management and in-depth reporting on status and trends. With our extensive experience working with clients such as Intel, Texas Instruments, and the United Nations, we provide insights that enhance your business operations. Our systems are designed to automate your processes effectively. Ultimately, your Lead Management System (LMS) will facilitate the closure of leads by leveraging modern technologies like the internet, web platforms, social media, and mobile applications. Our Lead Management Systems are secure, centralized, and network-based solutions tailored to your needs. Each system is uniquely configured using our extensive library of over 400 lead management features. This semi-customization not only aligns with your specific lead management process but also significantly minimizes both development time and overall ownership costs. By choosing TactiCom, you are investing in a solution that evolves with your business needs, ensuring sustained efficiency and growth.

Live Courier seamlessly connects with leading courier services, and for any additional courier company, we can implement an integration upon your request. This empowers your clients to monitor their packages in real time, as our system allows for label scanning, shipment status updates, and automated notifications to be sent to customers. With the "Live Courier" tracking module, both you and your customers can enjoy the ability to oversee shipments from the moment they are picked up until they reach their final destination, with all information continuously refreshed. As soon as your driver collects the package(s) and scans the air waybill(s), your system receives immediate updates. This feature also enables your customers to track their packages in real-time directly from your corporate website or through email and SMS alerts. Moreover, our shipment tracking module has been designed to work with various third-party couriers, including FedEx, DHL, UPS, and TNT, among others. Your website will consistently feature live tracking updates, ensuring that you stay informed. Currently, we support numerous couriers and our platform is fully equipped to integrate with any courier service worldwide, making it a versatile choice for businesses of all sizes. This capability enhances customer satisfaction, ultimately leading to improved loyalty and trust in your brand.

ProProfs Help Desk was created to meet the ever-growing customer service industry's needs. This tool allows agents to effectively track user queries and requests. This type of issue tracking results in faster ticket resolution. ProProfs Help Desk, a cloud-based ticketing platform, is best known for its "shared mailbox" feature. Agents can access, view, and assign tickets to the relevant individual or team from the cloud-based ticketing system while using the collaborative email-like interface. Managers can also prioritize, label, or mark tickets that require immediate attention and resolution. Managers can also set up workflow rules that include filters, priorities and service level agreements.

Track streamlines the processes of qualifying, routing, scheduling, and following up on your incoming leads, allowing your sales team to dedicate more time to closing deals. By utilizing Track, you can secure meetings with high-intent leads more quickly than ever before. The platform offers convenient shortcuts and snippets designed to double your sales team's productivity. It provides customizable and branded forms or the option to seamlessly integrate with Typeform. With Round Robin Routing, leads are directed to the most suitable representative, and instant scheduling includes reminders sent via email, WhatsApp, and other channels. Quick response times for support and feature requests enhance overall efficiency. Experience immediate lead routing to achieve faster speed-to-lead and minimize the time needed to secure meetings. The system optimizes win rates by ensuring leads are instantly qualified and effectively routed to the appropriate sales representative. Enhance your speed-to-lead and streamline your time-to-meeting processes. Track also accommodates scheduling across various geographies and handles intricate routing flows, including territory-based routing, effortlessly. As a result, you will witness an increase in pipeline velocity along with improved win rates, ultimately leading to greater success for your sales efforts.

ProspectingToolkit is an all-in-one lead generation solution that simplifies outreach efforts by combining LinkedIn, email, phone calls, and SMS into a cohesive platform. With the ability to search through a vast database of over 100 million potential leads, users can filter prospects based on various factors including company size, geographic location, job position, industry, and revenue. The platform boasts advanced AI features that aid in responding to leads, drafting outreach messages, and tailoring communications to individual prospects. Users can easily oversee conversations from LinkedIn, email, and SMS in a single, organized inbox, and further enhance their data by acquiring email addresses and phone numbers directly from LinkedIn. Additionally, ProspectingToolkit provides email warmup tools to improve message deliverability and offers straightforward reporting capabilities for tracking outreach effectiveness. Aimed at enhancing outbound sales efforts, it supplies unlimited B2B data to facilitate lead generation and sales activities, with subscription options designed to fit different phases of business growth. This multifaceted approach ensures that users can effectively connect with their target audience and maximize their sales potential.

Field Sales Connect, developed on the Salesforce Platform, is an innovative software solution designed for field sales management that enhances the productivity of sales teams in the field. By centralizing field activities and providing valuable insights, it enables organizations to fully realize their sales potential. This software integrates features such as intelligent automation, real-time tracking, and a smooth flow of information, empowering sales leaders to significantly boost their revenue. Additionally, Field Sales Connect enhances the effectiveness of sales representatives and assists managers with several key functions: - Directing leads to the right personnel - Tracking operational performance and KPIs instantly - Integrating data from multiple sources - Addressing inquiries from leads promptly - Overseeing knowledge repositories or resources - Monitoring and optimizing travel expenses - Collaborating remotely across different sales territories Ultimately, Field Sales Connect helps organizations foster a competitive and high-performing sales culture while minimizing the loss of leads due to inadequate management. Its robust features make it an essential tool for any organization seeking to streamline their field sales operations.

eMaximation offers a user-friendly sales and marketing platform designed to help you effectively capture, qualify, and convert a greater number of leads into sales. With its comprehensive lead management and marketing automation tools, businesses can enhance their growth by effortlessly capturing, reaching out to, qualifying, and transforming more leads into actual sales. Our software simplifies the management of your sales personnel and marketing initiatives, while simultaneously boosting efficiency and productivity, employing proven strategies that cater to both small startups and large Fortune 500 companies alike. Explore the features we provide below and reach out to us to arrange a demonstration. The system automatically captures and distributes incoming leads, ensuring prompt follow-up and directing the right leads to the appropriate team members. It also intelligently assesses prospect lead scores based on tailored business criteria for lead qualification and follow-up, and it automatically prioritizes and organizes activity lists for each sales team member, enhancing overall workflow and effectiveness. By integrating these processes, we empower businesses to streamline their operations and achieve higher sales conversion rates.

The leading global tool for data quality that is trusted by countless Salesforce administrators is designed to significantly enhance productivity in handling extensive data sets. It enables users to effectively identify and remove duplicate entries in any database table while allowing for mass manipulation and standardization across multiple Salesforce objects. By utilizing a comprehensive and customizable feature set, DemandTools enhances the process of Lead conversion. This powerful toolset facilitates the cleansing, standardization, and comparison of records, streamlining data management tasks. Additionally, with Validity Connect, users gain access to the EmailConnect module, which allows for bulk verification of email addresses associated with Contacts and Leads. Instead of managing data one record at a time, you can handle all elements of your data in bulk with established, repeatable processes. Records can be deduplicated, standardized, and assigned automatically as they are imported from spreadsheets, entered by end users, or integrated through various systems. Clean data is crucial for optimizing the performance of sales, marketing, and support teams, ultimately boosting both revenue and customer retention. Furthermore, leveraging such tools not only simplifies data management but also empowers organizations to make data-driven decisions with confidence.

LeadMethod is a master at distributor engagement. We have more than 31,000 active reps and know how to get their attention quickly and often through email nurturing programs. We don't just engage distributors; we also help them sell more. No more limited data about your distributors. LeadMethod will give you feedback from your distributors about every opportunity and lead. You will have a complete picture about your channel sales pipeline, as well as the performance of all distributors. Automate your lead capture and assignment to ensure your partners get leads quickly, giving them the best chance at closing. We are experts in distributor engagement so you always know where your leads are and what opportunities they have. Your distributors can sell more by providing the sales training and coaching that they need when following up on leads. You will receive full reporting on every lead and opportunity as well as performance metrics for your distributor sales reps.

Varicent offers a comprehensive range of solutions aimed at optimizing every facet of sales performance management, enabling your organization to enhance productivity and foster growth. Utilize Varicent's territory and quota planning tools to develop more intelligent territory strategies and assign quotas that yield better results. Achieving efficient pipeline management can be difficult when faced with a flawed sales funnel. With Varicent’s revenue operations solution, your business can enhance efficiency throughout the entire sales funnel, thereby boosting the volume, speed, and value of deals, refining forecasting, and achieving outstanding go-to-market outcomes. The Varicent lead to revenue system identifies critical operational gaps, such as lead response times and conversion rates from leads to pipeline, allowing you to seize overlooked opportunities, improve operational effectiveness, and elevate revenue generation. As the leading solution in sales performance management, Varicent ensures that sellers are compensated accurately and punctually, providing a seamless experience. By leveraging these tools, organizations can not only meet but exceed their sales targets, positioning themselves for sustained success in a competitive market.

Our CRM solution merges the user-friendly aspects of basic CRMs with the robust capabilities of top-tier platforms, all while delivering an exceptionally streamlined user experience. With Veloxity’s innovative sentence-based Rules Engine, automating routine and repetitive tasks is as simple as completing a few fields. Whether it's scoring leads, assigning tasks, or sending out scheduled emails, the Rules Engine handles it all and much more. Crafted by experts in machine learning and sales, Veloxity aims to provide the most effective, smart, and automated tool for sales and marketing, built on a flexible platform that can easily cater to your unique requirements. This ambitious vision has come to fruition and is now accessible at competitive prices compared to other market offerings. Empowering your sales team with this advanced tool can give them a significant edge against competitors in the marketplace. It’s the perfect opportunity to elevate your sales processes and drive better results.

TeleCRM is an all-in-one sales CRM tailored to enhance tele-calling and WhatsApp interactions. This platform provides various features, such as a one-click dialer, call tracking, reminders, recording capabilities, and templates for quick WhatsApp outreach. It seamlessly integrates with various lead generation sources, including Facebook Ads, WhatsApp, and websites, which facilitates automatic lead capture and efficient follow-up processes. Additionally, TeleCRM simplifies task automation for common actions like sending welcome messages, assigning leads, and scheduling appointments. Its powerful reporting tools enable organizations to monitor their sales performance, team activities, and customer engagement effectively. Users can also customize the CRM extensively, adjusting their pipelines, fields, and dashboards, while designating roles for team members. By automating essential processes, TeleCRM enhances sales effectiveness and fosters a smoother experience for both customers and sales teams alike. This versatility makes it an invaluable tool for businesses striving to optimize their communication strategies.

EASE is an Enterprise Resource Planning (ERP) software designed specifically for real estate and construction firms, streamlining the management of business information. This system consolidates all critical data, making it readily available to users who require quick access. By facilitating effective forecasting, planning, and scheduling, EASE ERP serves as a vital tool for enhancing overall productivity. It seamlessly integrates various aspects of a business, including customer relationship management, sales, human resources, purchasing, inventory, document management, and financial operations. Key Features: Easily manage your prospects Allocate leads efficiently to your sales team Seamless integration with your website Oversee bookings effortlessly Connect with any third-party websites Communicate with customers via email and SMS Supervise multiple sales teams Manage payment processes effectively Send timely follow-up reminders to your sales team through email or SMS Receive daily sales activity reports directly via email Access monthly productivity reports Facilitate broker or agent management efficiently. With EASE, businesses can ensure that every facet of their operations is coordinated and optimized for success.

A comprehensive SaaS-based platform designed to help agencies and businesses manage and optimize lead communication strategies. Multi-Channel Communications: Engage leads via SMS, MMS and various social media messengers, all from a single inbox. Automation: Automate messaging based on the lead status and predefined intervals to ensure timely and relevant interactions. AI-Powered Replies: Use AI to draft and reply to messages to improve the speed and quality your communications. Content Library: Our integrated content library module allows you to store and send content with ease. Appointment Scheduling - Schedule and manage your appointments easily, streamlining the sales process. Chrome Extension: Imports leads directly from any website into your database. Products and Services Module: Store and use information about your products and service in your communications. Integration: Seamlessly integrated with social media messengers.

SalesTracker offers an easy-to-use solution for managing sales leads and follow-ups effectively. Traditional methods like using Excel or spreadsheets often present challenges, such as the absence of centralized control over data and difficulties stemming from information being dispersed across various locations and devices. This fragmentation can hinder collaboration and complicate the process of generating reports and analytics, as each team member may manage information independently. In contrast, SalesTracker allows for centralized and systematic management of lead information. Its user-friendly interface streamlines workflows, enabling users to prioritize actionable leads for timely follow-up. Additionally, the software supports managing multiple follow-ups, tracking progress, capturing geographical data, and generating quotations, among other features. By incorporating all the necessary tools for lead management, SalesTracker significantly enhances closure rates and boosts overall productivity for sales teams. Ultimately, it transforms how businesses handle their sales processes, ensuring that no lead goes unattended.