Best Flexie CRM Alternatives in 2024
Find the top alternatives to Flexie CRM currently available. Compare ratings, reviews, pricing, and features of Flexie CRM alternatives in 2024. Slashdot lists the best Flexie CRM alternatives on the market that offer competing products that are similar to Flexie CRM. Sort through Flexie CRM alternatives below to make the best choice for your needs
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monday sales CRM
monday.com
1,385 RatingsBuilt 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. -
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Outreach
Outreach
10 RatingsThe Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics. -
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Zomentum
Zomentum
$99/month (up to 2 users) Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world. -
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Snapforce
SnapForce Technologies
$12 per user per monthActivity-based selling allows you to manage your sales pipeline efficiently. You can see which deals require outreach, what past activities are due, and how to schedule new activities from your pipeline view. The Deals module allows you to track your leads/deals throughout the sales cycle. Filtered views can be created that display deals by stage, probability, expected close date range, amount, etc. A sales pipeline report can track closed/won sales and display them. This report can be broken down according to many factors, such as sales rep and date range. Forecasts can be made for the next month, quarter or year by using previous sales figures, competition, trends, and other data. -
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Teamwork CRM
Teamwork.com
$8 per user per monthEasy-to-use CRM software for sales that separates leads and opportunities. Teamwork CRM allows you to split leads and opportunities into separate pipelines, giving you greater control and visibility over your sales process. No more trying to keep track your leads through multiple spreadsheets or emails. Teamwork CRM gives you full control over your sales process, giving you more insight into how to speed it up and making sure nothing gets lost. Your team will have one place to track everything, from the first contact to the closing of the deal. This will allow them to know where they are spending their time and how each deal is progressing throughout the sales cycle. To create a more results-focused pipeline, separate your deals into opportunities and leads to increase your forecasting accuracy for revenue. Increased visibility leads to increased revenue. -
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SugarCRM
SugarCRM
Get complete visibility of all customer activities, records, and history from a single interface. One unified view of the customer allows you to streamline your actions and reduce clicks. Drill down deeper into customer data using advanced drill-down features. Use the AI built-in to find the best opportunities and speed up deal closures. Get recommendations on what to do next in each sales situation. Predictive insights into deal probability help you focus on high-value opportunities. Replicate winning strategies using advanced forecasting and analytics that are time-aware. You can track sales performance with real-time metrics, reporting and analytics without having to use spreadsheets. Dashboards for each role help predict the evolution of your pipeline and quota achievement. Automate and streamline your sales processes using drag-and drop workflows and guides built in. Smart Guides automate complex sales tasks for seamless sales process management. Native integration with third-party tools allows for seamless collaboration. -
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TeamGram
TeamGram
$12 per user per monthCRM 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. -
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GrowthDot CRM and Deals
GrowthDot
$6 per agent/per month CRM and Deals for Zendesk allows you to manage your Zendesk Support pipelines without having to buy Zendesk Sell. It combines customer support and sales to create a single, unified platform that is omnichannel. Here are the main features of the app: Zendesk Support tickets can help you get sales opportunities View a complete history of all interactions with each client All sales deal information can be centralized in one place Create and customize pipelines to suit your sales process Include product descriptions in your deals Incorporate stages, product details, client data Set lost reasons and subcategories Automately schedule lost deals to move Attach files to your deals Analyze sales trends and lost deals to find out more Easy navigation via a user-friendly interface -
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CRMPlus
DailyMails
Sales CRM can improve productivity and visibility for sales teams. Bulit for Sales People. Sales CRM to improve pipeline and funnel visibility for sales teams. Our Valued Services What We Offer 360 o Customer Access & Identification of Customer Profiles & Touchpoints (websites, products, interactions) from one screen. Lead Scoring. Lead Scores. Use lead scores to determine which sales leads are hot and which ones are not. Data-backed insights help you prioritize follow-ups. Auto lead assignment Let the CRM automatically assign leads for you to hand-picked salespeople. Tasks, notes, and files Create tasks for leads and customers. Collaborate with your team to complete tasks. Quick notes can be made for each contact. Files can be shared and managed. Sales Pipeline In a single glance, locate all the deals at each stage of your pipeline. To get a better overview of your pipeline, sort and filter deals. One click to communicate. -
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Team365 CRM
Customer Success Technology
$12 per monthTeam365 CRM offers a simple and clean interface layout with a variety of unique features to increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function. Below are some Team365CRM features. - Sales pipeline: Drag and drop deals, add activities, and follow up on leads using our visual pipelines - Automations: Automate sales-related tasks to help you stay focused on your deals - Lead generation: Create, prioritize, and follow-up on leads with a multi-feature toolkit - Integrations: Use our API or one our 275+ integrations to seamlessly integrate Team 365CRM into your business Dashboards: Forecast, focus, and track the impact of your team’s actions with reports and insights -
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Onpipeline
Onpipeline Technology
A better CRM is essential for your sales team! Onpipeline™, a great CRM, allows sales reps to manage sales, contacts, and activities. They can integrate email and calendars, automate repetitive tasks, get Leads via web forms or API, as well as integrate emails and calendars. The interface is simple and easy to use for lead and deal management software. It is easy to use and can be customized to meet your business's needs. Marketing automations can help you save time on repetitive tasks. All accounts have unlimited storage, contacts, and users. Instant access. In less than 2 minutes, you can start. You can add contacts and deals via email, web forms, and our API. You can also activate and track third-party sources and manage their access at any time. Drag and drop your deals to the next stage. Onpipeline can be set up to work with one or several customizable pipelines, and you can also assign them to a team. -
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Sales Simplify
Sales Simplify
$19/month/ user Sales Simplify allows salespeople to save up to three hours per day, by reducing the amount they have to do. It has been used in India and the USA, and now it's time for it to be expanded worldwide. Convert your leads into junk with a single click! Keep track of notes, logs and emails in a 360-degree view. Sales Simplify allows you to easily organize Leads, Contacts and Activities, track and schedule tasks, and manage them all in one place. You can also get detailed reports to help you make more accurate decisions that increase your conversion. Drag and drop sales pipelines that reduce long processes, increase deal velocity, sales & growth. -
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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.
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kpi.com Sales
KPI Software
$10 per user, per monthSales. Our software meets the exact needs of sales reps. It has its own deal flow, pipeline stages, and customer status. Assign tasks, log into calls and meetings. We make it easy to find leads, qualify and convert opportunities, and close deals. Marketing. Our online marketing tools and customer engagement tools allow you to grow your audience via mass emailing and SMS, as well as chats. All messages can be automated and synchronized to your Google G-suite and Microsoft Office 365 accounts. Support. All communications with potential and current customers via email, phone, and live chat. All cases and tickets are tracked and prioritized. Automated workflows mean less stress for customers and support staff. Hire digital marketer. Create creative brands and an online customer base that outperforms your competition. Search Engine Optimization. Our SEO experts will ensure that your site ranks high in search engines and is easily found. -
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Intralinks DealCentre
Intralinks
DealCentre gives you the tools to navigate the entire M&A transaction lifecycle with confidence. DealCentre combines a carefully crafted set of solutions to create a fully integrated M&A technology platform that delivers value throughout the deal, from the initial prep phase through due diligence and finally to a successful close. Our goal is to help yours. Every deal, every day. Automated setup and file management make it easier to do your due diligence in M&A. This includes bulk uploads, document-based workflows, integrated Redaction, and Zoom integration. You can easily organize, speed up, and track the distribution of teasers and NDAs. This will help you save time and gain insight into buyer behavior. This AI-powered solution is specifically designed to support M&A buy side due diligence. It organizes data room documents, simplifies Q&A, and increases clarity in decision-making. Through post-merger integration, you can protect your deal value and maximize potential synergies. -
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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
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White Cup CRM
White Cup
Distributors have struggled for years to find CRMs that fit their needs. The result was underwhelming software, frustrated users. White Cup CRM is a comprehensive CRM that caters to distributors' unique challenges and needs. It's simple to use and laser-focused at helping distributors drive sales. -
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Leadscore
Interact.io Cloud Solutions
$8 per user per monthLeadscore is the perfect sales tool to help your business grow, from early stage lead qualification through closing multi-million-dollar deals. Don't let marketing intimidate you. Leadscore makes it easy to reach more customers with the right message every time. We specialize in customizing. Leadscore can help you create the perfect CRM for your small business. Leadscore uses visual pipelines to provide a consistent user experience across the platform. Leadscore allows you to view tasks, lists, deals and other information in a pipeline view. This will ensure that you work in a consistent way. You can create personalized email campaigns to send Leadscore. Keep up-to-date with real time notifications for email opens and link clicks. -
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PipeCycle
CustomerSquare.com
$15 per user per yearEvery channel can be turned into a revenue stream and help drive business growth. Automately capture leads and sales enquiries via websites, emails, social media channels, phone calls, etc. The key to any business' success is the management and monitoring of its sales pipeline. Visual pipeline allows you to keep track of all the deals at different stages. 360deg customer view in one screen Communicate with your contacts via multiple channels. Access the conversation history of every contact. Focus on the important stuff and let the rest go. To automate follow-ups and assign deals to users, create rules and workflows. PipeCycle can be connected to other productivity apps. Find Leads near you, capture their location. Capture team members' locations automatically and view them on Map. -
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PowerRouter
PowerRouter
$15 /user / mo Your business is what matters most. closing more deals faster. You can ensure that every lead is converted to its full potential by routing it to the right person on your team. Your prospects and your team members deserve nothing less Match leads to accounts, then route leads to team members Close faster if your reps reach out quickly to your prospects. Do not lose revenue due to leads getting lost in the cracks. Follow up fast and win more. Assign leads as they arrive - to your account executive, SDR team or CSM by matching leads with your named accounts in real time. Convert them as soon as they are available. Conversion is all about speed. Reps, Reps & More Reps Visual Canvas allows you to easily build flows Drag and drop interface for managing workflows in real time -
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Routera
Routera
$99 per monthRoutera is used by growing sales teams to manage lead assignment from marketing and ensure compliance. This results in faster response times, more organized pipelines and more pipelines that are moved to closed won. Your sales pipeline is missing out on hot leads. In just 5 minutes, integrate Routera with your CRM and ensure that every lead is assigned, worked and accounted for. Create routers to ensure that all leads are assigned to the correct rep. Distribute with flexibility to increase the probability of winning. Build routers to ensure that all leads are assigned to the correct rep. Distribute leads with flexibility to increase the probability of winning. Set capacities so that each rep is limited to a certain number. Scale your sales operations in a scientific way. Set time limits for how long a sales rep can contact a lead. This will reduce the time between first response. -
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UPilot
UPilot
$29 per user per monthTo get a $1M in revenue, the closing ratio must be 40%. This formula requires that sales teams build a $2.5M pipeline. UPilot automatically calculates closing ratios for your team and all of your sales staff. We see CRM being used by our clients to predict and control their future. They can invest in advance, hire with confidence and grow predictably. If every user has the ability to decide what they share and with whom, you won't be able to accurately forecast closing ratios or forecasts. This will make it impossible for managers to predict growth. You won't get stuck and end up spending a lot if you start with a CRM that allows you to manage your roles from the top. Most CRMs do not offer this feature or hide them in the Enterprise editions. Once you have figured out how to grow, it is time to either upgrade to higher-priced plans or switch to complex solutions. -
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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.
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BuddyCRM
BuddyCRM
You can deliver tailored sales experiences through in-depth contact with your customers and account management. Your marketing should be targeted. Emails to specific customer segments can be created using native HTML emails. Track your deals with the sales pipeline, from lead to opportunity to quote and close. Automate repetitive tasks such as setting up call reminders, email tasks, and sending out emails. You can view all data in your CRM. From leads, activities, and tasks to sales and accounting information, your CRM can provide a complete report. With the built-in quoting tool, you can instantly quote your client. You can store your product details and photos, and create quick presentations of what you want them to see. -
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Aidium
Aidium
$79 per user per monthAidium is a powerful CRM tool that helps mortgage professionals streamline their processes, increase their ROI and scale operations. Aidium's Lead Conversion Software will help you streamline your loan origination with its ability to nurture leads, increase the number of successful mortgage deals, and convert more leads. Aidium's Mortgage Automation CRM automates your processes and improves client relationships. It also improves lead conversion through intelligent workflows, data-driven strategy, and data-driven workflows. Aidium's Marketing Software includes a comprehensive set of tools to maximize lead generation, improve client engagement and grow your loan portfolio. You can share your pipeline with your team and have them follow up on leads as needed. Do you have multiple team members contacting prospects? You can now see all their activity in a single, easy-to-use location. -
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Rolldog
Rolldog
$39 per user per monthRolldog is a Customer Relationship Management (CRM) and Sales Enablement solution that helps companies manage their business relationships, increase revenue, and boost sales & marketing effectiveness. Rolldog also offers a suite of CRM-related solutions, including a Lead/Opportunity Management module designed to help companies already running a CRM to drastically improve the way they qualify, manage, score and close opportunities. Managing business relationships and interactions through account details, relationships, activities, integrations and documents is part of our foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close’ that really sets us apart. Being able to adapt to virtually any sales methodology / process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals! Rolldog offers different CRM-related modules, as well as a Lead and Opportunity Management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business's needs. -
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Revenue Grid
Revenue Grid
Revenue Grid is an AI Guided Selling platform. It provides step-by-step guidance to sales teams towards the best results, deals at highest risk, and actions with the greatest impact. Guided selling, a new concept in B2B sales, focuses on the needs of sales teams. Our goal is to provide step by step guidance on every deal rep has in their pipeline. This will help sales teams be in a better position to win by having full visibility into the sales process, deals, and team activity. Know the status of each deal, what has happened in the past and what is coming up. -
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OnSite CRM
OnSite CRM
$99 per user per monthOnsite CRM is a lead management system that automates your sales process, provides greater insight into your business and propels success with AI tools. Our all-inclusive CRM platform offers a variety of customizable solutions that can be tailored to your specific needs. The best of both intuitive design as well as high functionality is offered by onsite CRM. Its flexible software can be combined with other systems to help you outshine your competitors. You can extend your reach, improve employee efficiency, and close more deals than ever before. You will gain clarity at each stage of your sales process and employee efficiency. Integrate seamlessly with your trusted lead providers. You can get started instantly with a single click. -
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SP CRM
SP Marketplace
$15 per user per monthSP CRM is a simple but powerful CRM built on Office 365. It provides a complete view into the sales pipeline and activities. It can support the entire sales cycle, from lead capture to opportunity tracking and account management. SP CRM is built on Office 365 and Microsoft Teams. It can be used as a part of your sales team's day without the need to log in to another program. Your sales reps can track opportunities and have access to all the documents, information, knowledge, and documentation they need to close the deal. The portal collaboration features allow sales staff, such as sales engineers, sales developers, and sales managers, to work together. SP Projects and SP Customer Service can be combined to create a complete customer management solution. -
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TeamWave
TeamWave
$39 per monthOne platform that allows you to manage all aspects of your sales, marketing, client, projects, and team. Software that is powerful, affordable, and easy to use for your business. The visual sales pipeline encourages you to take action, stay organized, and keep control of the complex sales process. You can easily customize your sales pipeline, filters and contacts to suit any sales process. You can track hours worked and improve the productivity of your team. Our mobile apps allow you to access your deals, tasks and contacts even while you're away. You can schedule and track meetings, tasks and milestones for yourself or your team members. You can collaborate with clients, partners, and your team. You can choose to keep it private so that you control what clients (and your team members) see. You can manage all contacts from one place. This will allow you to have a clear overview of your contacts and help you build better relationships. -
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Akoonu
Akoonu
$20 per monthYou can easily give each member of your sales team the right level visibility to encourage accountability, and ensure integrity of your pipeline data. You can instantly increase productivity by providing intuitive pipeline views, rollups, status indicators, and information on opportunities. Natively built on Salesforce Lightning Platform for complete data security, rapid deployment, seamless integration with business processes, and seamless integration. You can quickly see the flow of deals into and out your pipeline, including new contracts, wins, losses, pushes, etc. The summaries show the total change, along with all the underlying data. You can quickly drill down to individual deals to see how they changed without having to open dozens of tabs, windows, or clicks. Visual cues and numeric values can be used to assess pipeline risk for a variety of deal factors, including deal values, status, timing, and deal value. To understand the context of individual deals and identify areas of concern, you can review key data. -
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Moskit
Moskit
$11.24 per user per monthMoskit is an online customer service software that helps sales teams improve their numbers and focus on results. A complete sales CRM that provides all the tools your team needs to close deals anywhere. You can customize your CRM using the modules and integrations on the Moskit marketplace. -
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Sugester
Sugester
$9 per user per monthSugester is an efficient and powerful helpdesk that can be used by your business. Long response times can cause customers to lose interest. Sugester helps you sort through all messages, assign people to each question, and monitor their resolution. It's never been easier to provide stellar customer service. Helping customers solve their own problems will cut down on the helpdesk costs. Sugester makes it easy for you to share FAQs, how-tos, and solutions to common problems. Your team may not be required to address every issue. You can save money by publishing help materials online. This will allow you to provide 24/7/365 support. A good helpdesk must monitor customer communications across all channels. Sugester ensures that no customer question is left unanswered. All information is collected and presented to your team in a single page. -
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Tubular
Tubular
$9.00/month/ user Tubular, a sales collaboration and workflow platform for sales teams, makes managing your sales pipeline easy and less tedious. Tubular is an easy-to-implement platform that provides sales tools that allow your team to focus on closing deals. Tubular makes selling again fun and engaging with features like tracking leads from multiple sources, triangulate data, seamless integration capability, multi-user collaboration, and many more. -
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Travel operators need to be able to fulfill their clients' needs quickly. Travel CRM software allows you to streamline and facilitate the entire task in a single stage. A travel CRM must oversee different aspects of the visit. This includes ticket booking for executives, travel coordination, convenience and everyday planning for board members. Instead of dealing with these tasks on a separate premise, travel CRM software allows you to consolidate them on the main stage. The travel CRM software can manage all the exercises and upcoming appointments. Travel CRM allows you to streamline your showcasing activities and create the maximum number of appointments. Debox Global, an award-winning travel CRM company, helps the travel industry manage its entire operations, starting with Query Management, Quotation, Voucher and Invoicing.
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Dealership CRM
Dealership CRM
$35 per monthDealership CRM is a Smart, simple CRM software to support motorcycle and powersports dealerships. Our powersports CRM software makes it easy to build stronger customer relationships, sell more units, and save time. Keep in touch with your customers by sending them automated service reminders via email or text. Organize all your customer information in one place. You can track conversations and know the history to deliver more personal experiences. Tracking prospects and your sales team to win more deals. Leads flow through your sales pipeline. You can either take advantage of our existing pipelines (Showroom, Website, and Phone Calls) or make your own to fit your dealership. You can take control of your deals by tailoring your pipeline to suit your needs. You can quickly spot deals that need your attention and those you are about to land. You'll be able to collaborate with your favorite apps, with 870+ integrations such as Shopify, WordPress, Zapier, and more, to have all the tools you need. -
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Pipeline CRM
Pipeline
$19.95 per monthA sales platform that is easy to set up, seamless integrations, intuitive tools, and simple to use. Pipeline CRM will give you everything you need to increase sales. Since 1995, we have been creating sales enablement tools and listening to our customers every step along the way. The result is simple to use, customizable, fluff-free. You can see every detail about your sales pipelines right there, and hidden when it isn't. All of your deals are displayed in one customizable list view. Filters can be used to find exactly what your looking for. Pipeline is used daily by real people, all of whom are based in the US. Our customer service is unmatched. Our support team is known for picking up within two rings, with no phone trees. With personalized onboarding services, getting started is easy. We do custom development. We can do custom development if it isn't "out of the box". It's easy to get started, with no setup fees or hidden costs. -
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Sellution
Sellution
Use Sales CRM, Automation, and Artificial Intelligence to Scale and Grow Your Online Service Company or B2B SaaS. Sellution's All-In-One CRM Sales Platform is fully integrated and unified. It was designed from the ground up to help businesses increase sales and sell faster. All your customer data will be available in one place, so you can log into one platform. Sellution offers a wide range of CRM tools that can help you streamline the way your contacts and deals are organized in your sales pipeline. Sellution will allow your sales team to use a modern sales automation machine to make more calls, send more emails, and close more deals. -
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Obsidian Suite
Obsidian Suite
We have everything you need, from prospect to client. Track activities, take notes, and manage your pipeline. Integrate your inbox to sync important email with your CRM. The only interactive prospect portal that comes with the CRM for Finance suite makes it easier to close deals. This tool is for financial professionals. Obsidian's Business Intelligence Suite provides a variety plugins to help financial firms analyze investor and portfolio data. This includes subscription tracking by portfolio, salesperson, or representative, performance analytics, risk analytics, and account activity & tracking. Obsidian's interactive portals are available to all types of clients, including professional, institutional, and high-net worth firms. This suite allows for unparalleled flexibility in client communication and is suitable for all investment management firms. -
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Intapp DealCloud
Intapp
Unified deal and relationship management helps you to find, win and execute new business. With a single platform for deal and relationship management, you can capture, unify and apply the collective knowledge that flows throughout your company. Intapp DealCloud is more than just a CRM. It provides a single, accurate source of truth that helps teams to strengthen relationships, accurately forecast pipelines and accelerate execution. DealCloud is AI-powered, and it was built with growth in mind. Discover and nurture your network connections to identify and nurture quality opportunities. Build a pipeline using unified firm and industry insights. Automated workflows and artificial intelligence can help you multiply the impact of your professionals, and eliminate frustration. Give your team the tools to win more business faster. Intapp DealCloud can help your firm grow. -
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Zendesk Sell
Zendesk
$19 per user per month 13 RatingsZendesk Sell (formerly Base) is a next-generation CRM software that accelerates sales for modern sales teams. Zendesk Sell allows small business, mid-market, and enterprise sales teams to improve their productivity, visibility, and process efficiency. Zendesk Sell features an intuitive user interface that allows teams to access, analyze and collaborate on relevant data. It also prioritizes leads and opportunities and drives sales actions with data. You can make calls, send emails, schedule meetings, view deal history, and even log everything manually from one place. Sell allows you to close deals from anywhere. It gives you the power and flexibility of a desktop sales tool, even when you're not physically there. Zendesk Sell is simpler than legacy sales management tools and easier to use. -
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To maintain healthy relationships with customers, it should be easy to manage tasks, leads, deals, and other details. V7lancers makes it possible by offering a superior product EEZYCRM, a Sales CRM that eliminates your pain points. Automate your work with real-time insights and pitch your leads through multi-channel customer support. The ability to track leads is crucial to closing sales and boosting the business. We have therefore included the Lead management option to ensure that you follow up.
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Soffront
Soffront Software
$15 per monthComplete CRM & Marketing Suite. We offer fully managed marketing services as well as an award-winning software platform that will help you establish your brand, get more leads and close more sales. Your CRM software can import your customer workflows. Soffront will help keep the workflows that work and make them more efficient. If you have different customers, you can create different types of workflows. Your workflows can be broken down into stages and tasks that need to be completed for each stage. You can create reusable email templates to suit different stages of your workflow. Automate customer follow up with automated followup emails and newsletters. To convert visitors into leads or subscribers, create beautiful landing pages. Drag-and-drop page builders allow you to visually design click-through and squeeze pages right from your web browser. Our marketing automation software comes with hundreds of pre-built templates. Simply choose one, modify the content, then publish. -
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Salescamp
Salescamp
$9 per user per monthSalescamp offers a customizable sales suite that can be customized to drive sales growth at all stages of the sales cycle. Salescamp integrates with any application to make lead collection easier. You can quickly and securely collect accurate leads. To save time and communicate easily with your customers and team members, use the CRM. To achieve success in business deals, assign tasks and activities to your teams. Automate and filter your accounts. With graphical sales reports, you can quickly understand and predict your business's growth. To have a positive effect on your business, prepare your sales report with valuable information on sales performance. Your dashboard will allow you to track your sales data and make the best decisions. You can track all of your sales activities and identify the best customer for your company. Connect with your customers using the inbuilt SMS and calls. -
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Aisel
Aisel
$19 per monthTake care of your deals: consolidate communications, foster relations, and collaborate. Aisel is a vital tool to manage your pipeline, close more deals quickly, and it's a must-have tool. -
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MadeMarket
MadeMarket
MadeMarket's deal management CRM makes it easy for investment bankers manage their contacts and deals. MadeMarket is a great tool for investment banks to achieve real results. MadeMarket is a favorite tool for investment bankers, from boutiques to large-scale banks. You can focus on your transactions faster and easier with MadeMarket. You can quickly and easily advance deals with your team, and see the progress of your transactions from any location. Instantly see the information you care about. You can see everything, from contact details and key relationships to transaction preferences or history. You will gain powerful insights into the value of your pipeline, how transactions progress, and the most active relationships. All this without having to lift a finger. MadeMarket will help grow your business and improve your team's performance. MadeMarket was designed specifically for the investment banking workflow. MadeMarket can help your advisory firm be more efficient, regardless of whether it focuses on the sell-side or the buy-side. -
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Honcho CRM
Honcho CRM
$39 per monthHoncho CRM is a simple to use CRM application that offers advanced capabilities such as lead management, visual timeline, one-click deal pipeline updates, sales team formation, 1 minute sales reports creation, data import, Google Calendar sync, and more. Honcho CRM integrates sales and marketing functions. We needed something that would be easy to use and not cost too much. -
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SutiCRM
SutiSoft
$5.95 per monthSutiCRM, a SaaS-based customer relations management solution, streamlines your sales and marketing activities. You can launch campaigns, manage leads, opportunities, and forecasts, while reaching your target audience. Cloud CRM software is easy to use and mobile-friendly. It provides insight into the marketing and sales activities of your company and helps you close more deals. SutiCRM streamlines all your marketing activities. It helps you reach your target audience through targeted campaigns, lead generation, mass emails, and assigning sales reps to the right people. SutiCRM Salesforce Automation (SFA), automates business tasks, from lead generation to forecasting. SutiCRM modules are lead, contact, opportunity and territory management. These modules allow you to collaborate and integrate with your team, helping you reach your sales goals. -
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Funnel CRM
Funnel CRM
$10.00 per monthNever let a deal slip or fail to follow up with a customer. All businesses that are growing face the same fundamental problems. You lose track of your leads, get lost under emails, and forget to follow up. The good news is that you can get rid of all this by using Funnel. Funnel can solve them all. Try Funnel CRM for free for 14 days. Simple CRM software that tracks leads and manages follow-ups. Less data entry means more sales. It's quick and easy. To create contact forms, you can use our easy form builder. Copy the code and paste it into your website. Contact form submissions allow you to place deals in a sales funnel instead of an inbox. Know when customers have viewed your messages. Impress your customers with professionally-formatted proposals. Multiple currencies supported. Funnel creates and maintains your contacts list based on the information that they provide through contact forms. No effort required. To reply to customers, you can use your favorite email client and your mobile phone. -
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Closing Folders
Closing Folders
Closing folders takes out the repetitive, messy tasks of legal transaction management, so you can concentrate on delivering more value for clients. Closing Folders enables you to manage deals with unmatched efficiency, accuracy, control, and control through intelligent automation and collaboration tools. Closing Folders' proprietary machine-learning technology automates repetitive tasks such as creating signing packages or closing books, so you can put your energy elsewhere. All parties have one source of truth about a deal. Client queries can be answered quickly and progress tracked to ensure that nothing is lost. You'll be able to spend less time on low-value activities while running deals and more time providing high-impact legal advice to clients. Closing folders is designed to work with the way that you currently run deals. Our software adapts to your workflow and not the other direction. Closing Folders is a leader in legal transaction management software.