Alternatives to Exsalerate CRM

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

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

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

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

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.

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.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!

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.

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

The Less Annoying CRM is a contact chief that was developed in the beginning of private companies. You can manage your contacts, drives and logbooks, as well as to-do's, from one simple web application. Our product is based on three core standards: simplicity, reasonableness, as well as exceptional client benefit. Clients get a 30-day free trial to test the CRM. Clients can also reach out via email or telephone if they have any questions.

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.

Boost your efficiency, expedite your sales pipeline, and unlock unprecedented revenue potential with ZoomInfo Sales. Create a comprehensive account universe tailored to your Ideal Customer Profiles and connect with decision-makers using an expansive B2B contact database featuring over 65 million direct dial numbers and more than 150 million verified email addresses. Pinpoint and engage prospects early in their purchasing journey by monitoring companies that are actively researching solutions similar to yours online. Discover and reach out to decision-makers from organizations that have shown interest in your business website. Assess customer communications, including calls, meetings, and emails, to implement process enhancements that positively affect your financial outcomes. Develop and implement multi-touch sales strategies utilizing our integrated phone dialer and email solution. Accelerate your sales cycle with ZoomInfo Chat, a user-friendly, data-driven chatbot tool designed for efficiency. Additionally, establish real-time lead notifications to interact with the most suitable buyers, or automate the lead qualification process to allow your internal team to focus on high-impact activities. With these tools, you'll not only streamline operations but also create a more agile sales environment.

Lusha helps business professionals establish a fast and true connection with their leads, contacts, and candidates. Today, over 800,000 sales representatives, recruitment managers, and marketers transform the way they engage with their leads, contacts, and candidates by using Lusha on a daily basis.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

OnePageCRM is the first action-oriented sales CRM. It allows small and medium-sized businesses to take control of their sales. Main features: - Next Action Sales: Every lead generated is action - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat

Sage and Xero's growing CRM. Easy way to empower your sales team, nurture customers, and grow your business. Contact management. All your contacts can be imported from Sage in minutes and synchronized with Xapsys CRM in just minutes. Search engines make it easy to find contacts instantly. You can filter by account manager, company type, city, or city. You can create new companies with different currencies, tax rates, and price bands, and assign them to your account manager. The "find on Maps" widget will save you time and populate all fields that are known from the company's name. Sales pipeline. Track and manage your sales opportunities easily to help you prioritize your work. You can move prospects from one stage of the sales process to the next in just a few clicks. You can customize your opportunity statuses to reflect the steps in your sales process and the certainty percentage that you usually experience for each stage.

Overseeing your sales pipeline can often feel like a daunting and laborious task, but Tubular, a comprehensive platform designed for sales tracking, collaboration, and workflow management, transforms this experience. This user-friendly solution equips sales teams with tools that effortlessly gather leads, enabling a concentrated effort on sealing deals. Among its many features are the ability to track leads from various sources, triangulate data for better insights, seamless integration with other tools, and support for multiple users collaborating effectively. With Tubular, the selling process becomes not only more efficient but also enjoyable and dynamic, reinvigorating your team's approach to sales. Ultimately, this innovative platform not only enhances productivity but also fosters a more engaging sales environment.

Evercontact will keep your address book current by creating new contacts and updating existing contacts. Over 40% of all address book changes occur within three months. Evercontact makes sure you have the most current contact information. Evercontact extracts contact information from email signatures. Our service creates new contacts and updates any changes to existing contacts automatically. Our subscription plans include unlimited contact updates, multiple email addresses, central address books, CSV downloadings, CRM integration, and unlimited contact updates. Your personal data is yours and only you. Evercontact is GDPR-compliant in terms of data privacy and security. Our service is available for Gmail and Outlook, as well as Office 365.

NetHunt, a powerful CRM platform, is especially useful for sales and marketing departments that rely on Gmail or other Google Workspace apps. NetHunt has made the leap from a powerful CRM system into a dedicated sales-growth hub with the launch of its Workflows feature. It automates webform capture, drip campaign creation, and contact-email link generation. Notifications and algorithms make life easier, because sometimes it is too hard to work hard.

Speak2Leads can be used to optimize sales. You love inbound leads. You don't want to lose sales because of poor follow-ups and response. Our lead response software sends your leads to your reps via phone. You can earn more revenue by waiting. Speak2Leads allows your reps to spend more time calling leads. We will tell you which prospects to call in order of priority. Keep your eyes on prospects and don't think. Your sales reps will be able to communicate with more leads in a matter of seconds. They will close more sales in less time and effort. Speak2Leads integrates seamlessly with your existing sales process. Your sales team doesn't need to learn anything or log in. Answer the phone and follow all the prompts.

CrmOne is an innovative CRM platform that helps businesses scale and enhance their customer relationships. Our all-encompassing solution consolidates marketing and business automation, provides unlimited access to tools & a worldwide CRM system. Our CRM platform is used by over 4,000 organizations in 120 countries. CrmOne is a great choice for companies looking to optimize their CRM process, AI integrate marketing and sales efforts, and achieve global reach, while saving time and boosting growth. CrmOne lets you automatically save leads data, create a user journey, and bring teams together to create an unprecedented sales platform. Create a free website, get richer insights, nurture warm leads, create contact profiles, manage deals, track conversations, schedule appointments, automate workflows, and even simplify your social media posting.

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.

Utilize your current contacts database, available in either an Excel spreadsheet or CSV format, and allow the system to securely store your contacts for all your upcoming projects. You can apply filters to categorize your contacts by various criteria such as country, company, position, or any personalized field you desire, and even save these segments for future marketing campaigns. Once you've selected your target group, you can initiate your first automated email sequence that incorporates both behavioral and time-based triggers, ensuring that the messages feel genuine with the inclusion of personalized snippets. As your campaigns progress, keep an eye on their effectiveness through comprehensive Reports, which will help you convert leads into opportunities and subsequently turn those opportunities into finalized deals. Platformax is an inside sales CRM that leverages over 40 years of sales expertise from our founders, and it has been developed as a modular sales platform aimed at enhancing every aspect of your sales journey, including prospecting, lead nurturing, opportunity tracking, sales fulfillment, order delivery, and post-sales support. By integrating these functionalities, Platformax not only streamlines your sales process but also empowers you to build stronger relationships with your clients through effective communication and follow-up strategies.

You can instantly share your information with just a tap, scan or send. You can share contact information, social media, websites and payment apps as well as files, videos, and other information. Send your digital business card via text message or email. For brand consistency, create, distribute, manage and manage digital cards for your team. On average, you can capture 300% more leads. One central contact book allows you to view, manage and export all team-wide leads. Our goal is to help you and your team generate more leads faster than any other onboarding task. To make it easy for members to sync instantly, we have partnered with Azure Active Directory. CSV imports and digital cards created from scratch are also possible.

Highrise is a customer relationship management tool that helps individuals keep tabs on their interactions with clients while also overseeing the progress of deals and connections. Users can seamlessly import their contact lists from platforms such as Outlook, Gmail, and Excel. Additionally, Highrise allows for the inclusion of notes and remarks within each contact's profile. The platform also offers task management capabilities, enabling users to generate tasks, set reminders for various projects, and organize tasks by company, contact, or project. This comprehensive approach ensures that users can maintain effective communication and organization throughout their professional engagements. The user-friendly interface makes it easier for teams to collaborate and stay aligned on their goals.

SalesAgility, the creators and maintainers of SuiteCRM, is the award-winning Customer Relationship Management software. The application is fully scalable and enterprise-ready to meet any business size. The application can be customized to suit your current and future business processes. The best part is that the application is Open Source and free to all users. SalesAgility is excited to welcome SuiteCRM 8, the company's largest release since 2009. SuiteCRM 8 will bring fundamental changes to the UI as well as a new core framework.

Essentials provides a comprehensive application that combines sales and customer support functionalities. Imagine having an assistant that can scale to meet your every need — times a thousand. Centralize all your customer information within a single platform. Monitor your sales journey from the initial call to the final deal seamlessly. Assist your clients through various channels such as phone, web chat, social media, and email. Manage your business operations directly from your smartphone. Create dynamic reports and dashboards to display important business metrics in real time. Additionally, integrate with familiar tools, such as Dropbox and DocuSign, to streamline your workflow even further. This all-in-one solution ensures you stay connected and efficient while managing customer relationships and sales processes.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

#1 Custom CRM Software for Business. Automate Sales, Marketing, and Service to Boost Your Growth Automated sales force tools to track, monitor, and manage your pipeline. Increase your sales efficiency by closing more customers. Marketing automation platform to convert leads into sales using email, campaigns, and more. Customer service platform for ticket management. Automate the sale and lease of real property assets intelligently by utilizing site visits, reservations bookings, and possession. Equipment downtime and cost reduction can be achieved while improving team productivity through enterprise facilities and asset management. Dealership Management System (DMS), simplifies automotive inventory, marketing, sales, and service management. Automate the asset lifecycle from procurement, inventory tracking, transfers and maintenance to retirement. Smart analytics allow you to manage customers efficiently with profiling, loyalty and trend analysis.

Simplify your CRM. All your contacts, deals, sales pipeline analysis, and calendar information - all in one spot Perfectly organized data will simplify your work and give a complete overview of your business. RAYNET CRM is a tool that will help your salespeople and managers. It gives them the tools to score, and the managers the tools they need to monitor the business' future prospects and to keep it in line. You can see who, what, when, with whom, and for how much. This gives you a good overview of the performance of your salesmen. You have complete control over your sales and can save time on meetings and tailoring proposals. Why Raynet? • Easy integration with your calendar, eMail, and phone, • All your data in one location • Your team can work anywhere. • An immediate analysis of your sales score • Increased productivity and effectiveness Get a free trial for 30 days to make sales easier.

Sugar Sell stands out as a distinctive Customer Relationship Management solution, offering a wide array of features such as sales-force automation, marketing campaigns, customer support, collaboration tools, mobile accessibility, social CRM, and comprehensive reporting. By utilizing Sugar Sell, both individuals and teams can reclaim valuable time that can be devoted to enhancing project focus and engaging more effectively with customers, ultimately driving increased sales. Experience the advantage enjoyed by leading brands by trying Sugar Sell today. Unlike other customer management software, Sugar Sell guarantees an exceptional user experience that sets it apart. Recognized as a four-time winner for satisfaction, reliability, and technical support in PCMag’s Business Choice Awards, Sugar is a trusted choice among businesses. The true strength of our platform lies in the narrative it crafts—one that encompasses your customers, your business, and its future trajectory. When you seek to equip every employee with timely and relevant information, Sugar Sell emerges as the ideal customer experience solution, anticipating needs even before they arise. Additionally, embracing this innovative platform can lead to transformative outcomes for your organization.

Tailored specifically for marina operators, EliteMarinas addresses the business management requirements of marinas, regardless of their size. It offers a high degree of control and visibility throughout operations, maximizing efficiency at every level. Users can oversee all billable tasks through direct connections to the finance module, guaranteeing timely job completion and accurate invoicing. The sophisticated activity planner and resource allocation tools streamline batch processing, enhancing overall productivity. Furthermore, the interactive marina map feature facilitates effective management of berths and boats directly from the visual interface. With improved filtering options, identifying available berths or boats for sale becomes a seamless process. Users can achieve comprehensive oversight of the sales cycle, empowering sales teams to manage ongoing deals effectively and ensuring that customers receive optimal service at every stage of their experience. This comprehensive approach not only boosts operational efficiency but also enhances customer satisfaction through better communication and service delivery.

Take charge of your customer service department comprehensively, handling everything from engineering service tickets to managing the customer portal. Enhance your sales operations from the very first lead to securing appointments and further engagements. Transform your customer relationships with ease while dramatically cutting down on administrative tasks. Access crucial data and information whenever necessary to meet your objectives and foster business expansion. Manage the entire quote, order, and invoicing process seamlessly within your holiday home dealership. Distribute workloads among your engineers, ensuring complete visibility while enabling your team to finish tasks, reassign jobs, or upload images from any device, even without an internet connection. This streamlined approach not only boosts efficiency but also enhances team collaboration and customer satisfaction.

VipeCloud is a complete sales and marketing customer relationship management solution (CRM). It's designed to help small and midsize businesses streamline their marketing operations and track their sales. The key features include lead generation and prioritization, multi-channel communication, engagement analysis, and an autoresponder. VipeCloud provides the support you need in order to get more customers. Your team and you will quickly accelerate your growth with VipeCloud's email marketing, sales automation, and CRM. With workflow automation and lead scoring, empower your sales team to prioritize the most important leads. A simple marketing-to sales handoff can help you grow your sales. You can rest assured that our US-based support team is the best in the industry and will be there for you every step of your journey.

JeffreyAI is an AI-powered business automation platform developed to boost sales and marketing activities. It delivers functionalities for generating leads, automating emails, managing social media content, marketing via WhatsApp, and conducting SMS campaigns. Furthermore, it equips users with resources for streamlining workflows, dynamically interacting with customers, and automating numerous operations to evolve business approaches. Through the adoption of sophisticated AI technologies, JeffreyAI seeks to optimize processes, enhance productivity, and foster business expansion, enabling users to concentrate on cultivating relationships and conducting deal discussions. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead Generation

ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Switching contexts can drain your productivity, so it's best to minimize transitions between Outlook and your CRM. By maintaining a smooth workflow, you can help your teams avoid unnecessary obstacles, leading to more successful deal closures and enhanced customer relationships. Thousands of companies have already benefited from optimizing their business operations with Prophet CRM. Take action now and participate in a demo to see how it can work for you. If your team spends all day in Outlook, shouldn't your CRM be integrated into that environment as well? Prophet CRM is designed for ease of use by sales and marketing teams, as it seamlessly integrates with a platform they are already familiar with—Outlook. To ensure a smooth transition, our dedicated project managers provide personal onboarding support, making the adoption process simple for your organization. Our Gold Support plan offers a 2-hour service level agreement (SLA) for quick responses, with all support personnel being full-time employees based in the United States. Established in 2002 in the Seattle area, Avidian is an employee-owned company that specializes in delivering a CRM solution directly within Microsoft Outlook, enabling businesses to thrive. With our innovative approach, you can transform your customer interactions and drive your success to new heights.

RapidStart CRM stands out as the simplest CRM solution available within the Microsoft ecosystem, designed from the ground up based on insights from a vast array of users. You can easily get started in just a few minutes, and within a little longer, you can seamlessly connect RapidStart CRM to your Outlook or Microsoft Teams without incurring any extra costs. Additionally, the platform is entirely "unlocked," allowing you, your partners, or our support team to tailor it to your specific needs. With our foundational data model, you have the flexibility to create solutions for nearly any business obstacle. RapidStart CRM boasts unique features such as one-click record creation via quick steps buttons, record hashtagging, the RapidStart settings application, comprehensive documentation dashboards, and an integrated video training toolset for user guidance. All these features, along with many others, can be effortlessly added to RapidStart CRM with just a few clicks, making it an adaptable tool for diverse business requirements. This combination of simplicity and customization empowers users to harness the full potential of their CRM experience.

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

Why waste money on CRM software that offers 60-80% of features you won't even utilize? Benchpoint provides top-tier features tailored specifically for startups and small businesses at a fraction of the cost. Its streamlined dashboard design gives your sales team an easy-to-understand visualization of all ongoing deals, simplifying sales pipeline management significantly. You can gain crucial insights into deal progress through effective lead management and lead scoring systems. With just a click, you can review deals won and lost, keeping you informed and in control of your sales processes. Additionally, you can pinpoint stagnant sales areas where progress is lacking, allowing you to take proactive measures to keep your sales pipeline flowing smoothly. By integrating your Google or Microsoft account with Benchpoint, you can conveniently monitor all customer interactions from one centralized location. Furthermore, with the ability to connect with marketing automation tools like Mailchimp, launching email marketing campaigns and sending bulk emails has never been more straightforward, enhancing your overall marketing efficiency. Ultimately, Benchpoint empowers your business to focus on growth without the burden of unnecessary costs.

Accelerate your revenue generation and uncover sales opportunities swiftly with a platform designed to streamline labor-intensive tasks while providing comprehensive visibility into your entire demand marketing process. With immediate access to insights, you can adjust campaigns and reallocate budgets effectively, enhancing performance and minimizing overall Demand Marketing costs. By automating the processes of standardizing, normalizing, cleansing, and qualifying leads, you can deliver more precise leads directly into your Marketing Automation or CRM in a shorter timeframe. Additionally, you can enhance your management of outbound marketing and vendor relationships throughout the entire Demand Marketing workflow, leading to a substantial expansion of your sales pipeline. The Enhancio Demand Automation Platform comprehensively addresses all facets of your demand marketing workflow—from lead management to vendor oversight—allowing you to reclaim valuable time for strategic pursuits. This means not only a more efficient operation but also the potential for greater innovation and growth within your organization.

Generate demand rather than simply focusing on leads; Metadata stands out as the premier platform for demand generation, specifically tailored for MQLs, pipeline enhancement, ABM strategies, and overall growth. By harnessing data-driven demand, accounts can transition seamlessly into loyal customers. The platform facilitates the creation of a comprehensive B2B demand engine, effortlessly integrating your marketing stack, content assets, and objectives—leaving the heavy lifting to Metadata. Unearth your marketing sweet spot by constructing audiences through a rich tapestry of technology usage, buyer intent, firmographic data, marketing automation, and CRM sources. With access to an extensive database of 1.2 billion contact profiles, you can experiment and glean insights on a massive scale. Metadata’s advanced AI conducts hundreds of tests automatically, allowing you to pinpoint the most effective combinations of creatives, audiences, and outcomes that resonate with your target accounts. This process enables you to identify demand, optimize revenues, and replicate success consistently. Performance metrics and attribution reporting are meticulously designed around pipeline generation, account engagement levels, and the influence on existing pipeline, among other factors. Built to address the prevalent challenges faced by B2B marketers, we are dedicated to providing an industry-leading solution that empowers companies to thrive in their respective markets. Each feature is developed with the intent to foster growth and alleviate the common obstacles in marketing, ensuring that users can focus on what truly matters: driving their business forward.

Never let the opportunity to close a deal or follow up with a client slip away again. Growing businesses often face similar challenges, such as losing leads, getting overwhelmed by emails, and forgetting essential follow-ups. The reassuring news? Funnel addresses all these issues effectively. Experience Funnel CRM at no cost for 14 days. This intuitive CRM software simplifies lead tracking, follow-up management, minimal data entry, and ultimately boosts sales. It's as straightforward as that. With our user-friendly form builder, you can easily create contact forms; just paste the provided code onto your website, and you're all set. Submissions from these forms generate deals that are organized in a sales funnel rather than cluttering an inbox. You’ll receive notifications when your messages have been read by clients. Impress your customers with polished, professional proposals, and enjoy support for multiple currencies. Funnel effortlessly constructs and maintains your contacts database using the information gathered from the contact forms, requiring no additional work from you. Plus, you can conveniently respond to your clients using your preferred email application or mobile device. This seamless integration makes managing customer relationships a breeze.

Gather essential details about your clientele by consolidating all your contacts in a single platform. Link your accounts with LinkedIn and various social networks to effortlessly gather important insights. By collecting the necessary customer data, you can gain valuable perspectives. Organize your contacts based on all available information to ensure you never overlook a conversation. Communicate effectively with the right individuals at the optimal moments, enhancing your communication quality while saving time with automation. Engage in real-time discussions and facilitate information sharing among your team. Foster stronger relationships with your clients through consistent communication. Simplify the management of your business relationships by having all your customer interactions accessible in one location. Quickly access everything you need, including an overview of your recent conversations. Utilize various lists to maintain organized discussions and streamline your communication process further. This approach not only enhances efficiency but also contributes to a more structured way of managing customer relationships.

Fat Free CRM is an open source customer relationship management (CRM) system built on Ruby on Rails. It comes equipped with features such as collaboration tools, management of campaigns and leads, contact organization, and tracking opportunities right from the start. I extend my gratitude to the initial users, beta testers, and open source advocates for their invaluable positive input, motivation, and creativity. Please continue to share your suggestions! The aim of this project is to drive innovation in CRM solutions by offering a clean and easily extensible code base for developers. Feel free to explore and modify it as you wish! This open source CRM is crafted to be highly adaptable while maintaining an elegant simplicity. You can obtain the code from GitHub and deploy it on your preferred hosting service. Fat Free CRM is specifically tailored for small teams looking for an efficient and customizable CRM solution. Additionally, the community around this project is always eager to assist and collaborate on new ideas and enhancements.

Organize and maintain your company's customer and contact details, as this serves as the foundation for all sales, marketing, and support efforts. Utilize marketing automation to enhance engagement throughout the customer journey, from initial awareness to eventual advocacy. Boost your operational efficiency and speed by fostering team collaboration across sales, marketing, and support functions. Break down geographical barriers by incorporating face-to-face video conferencing into your sales, marketing, support, and overall business operations. By effectively implementing these strategies, you can ensure a seamless flow of communication and collaboration within your organization. Embracing these advancements will lead to a more dynamic and responsive business environment.

Automate your LinkedIn profile searches and imports to simplify prospecting. The first step in any business is to find and engage with the right people. Without proper automation, browsing social networks can be frustrating and time-consuming. In just one click, import in FULL (not just Name, Role) hundreds, if not thousands, of potential leads. LinkedIn will not track you and allow you to do more than regular users. You can view a profile and import it into your Jobin repository by simply enabling Auto Import. You can seamlessly merge everything, so you don't end up with duplicates. LinkedIn profiles are full of useful information. However, they don't always have all the answers. Emails, phone numbers and other social media profiles are often kept private or not mentioned.