Alternatives to Insightly

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

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.

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.

Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all your deals. Never miss a follow-up. · Segment leads: Filter, categorize, segment and sort leads to create targeted lists for personalized communications.

Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life. Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

EngageBay, a simple, affordable and integrated marketing, sales, and service automation platform, comes with free CRM. It was created to help small businesses and startups grow. The marketing automation suite allows you to save time, nurture your audience, and automate repetitive, manual tasks. The free CRM and sales automation allow you to organize all your contacts, track deals, and build your sales pipeline. You can also build lasting customer relationships. Finally, you can provide real-time support to customers with the helpdesk and live chat features. In minutes, track, prioritize, and resolve customer support tickets.

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.

Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.

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.

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.

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!

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

Copper is the easy-to-use CRM for small businesses that need to manage more prospects & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Don't waste hours on typing things out. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.

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.

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.

Clarity CRM, Claritysoft's flagship product, is a unique combination of simplicity, utility and flexibility. Clarity CRM offers powerful marketing automation, sales automation, and customer service tools in an intuitive, fully customizable interface. Clarity CRM was built with a strong focus on usability and designed to improve user adoption and increase user satisfaction. Clarity CRM offers enterprise power and functionality at a fraction the cost.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

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.

Keeping your business contacts and calendar secure and local is simple and affordable with DejaOffice CRM. This CRM is more cost-effective than cloud-based alternatives and can be used even if you're offline. Easy sync with Android and iPhone. Tons of features like mail merge, Outlook integration, project and deals management. For a one-time price you can manage your customer calls, appointments and follow-up tasks quickly and easily on your PC.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

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

ZoomInfo SalesOS allows you to maximize productivity, increase pipeline and reach a revenue potential that you never imagined possible. Create an account universe based upon your Ideal Customer Profiles. Reach decision makers with the largest B2B database of 65M+ phone numbers and 150M+ verified email addresses. Track companies searching for solutions similar to yours on the internet to identify and reach prospects early in their buyer's journey. Find and connect with decision-makers from companies that visit your website. Analyze customer calls, emails, and meetings to drive process improvements that will impact your bottom line. With our native phone dialer, and email tool, you can create and execute multi-touch sales campaigns. ZoomInfo Chat is a data-driven chatbot tool that reduces the time it takes to close sales. To free up your internal staff, set real-time lead alerts and automate lead-qualifying communications.

Features that are tailored to small businesses. Bigin by Zoho CRM is minimalistic in design and functionally focused. It offers the right combination of CRM features to help small businesses streamline sales, close more deals and grow faster.

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

FinKoper CRM is designed for Accounting firms. Features: Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers. Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant. Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window. Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload. Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.

Apptivo CRM Software helps you attract, engage, retain, and delight more customers. No more juggling among multiple apps. You can manage your customers, finances, and support from your pocket. This will increase your productivity and improve your client relationships. All the following apps are available in one CRM: Invoices and Projects, Work Orders. Orders, Estimates. Help Desk. Expenses reports. An easy online CRM system that stores contacts, reminders and files. You can add more apps to the App Store if your business expands and you require them. You can manage your sales pipeline, keep track of employee activities, close more deals, and monitor employee activity. Track your sales and convert them into invoices quickly to get paid!

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.

That's right! Friday CRM is not a trial. It's 100% free and there is no time limit. Would you like CRM for free? It's possible! A CRM software that is affordable and offers alternatives to traditional customer relations management. This cloud-based CRM software is the best for B2B and C2C sales. This CRM is the next generation and ideal for marketing automation and lead management. This CRM is superior to other free CRMs in the service industry. There is no licensing fee and you can download a demo. It's ready to be used online right now! Are you looking for an affordable, yet powerful CRM? The cloud is now the best place to find the most popular CRM. What is the price? It's free. This is the best web-based automation system. The ready-to-use online tools are available to every small business, regardless of whether they are in the manufacturing or service sectors. This CRM was voted the easiest and most effective for lead and sales management in a list of ten top CRMs. No download required.

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

HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow.

Qobrix is the leading software for real estate. It helps you to capture, interact with and convert leads into sales. A powerful CRM system, innovative client portals, and a bulk landing page creator will all be available to you. Qobrix allows you to easily manage property listings while providing support to partners with advanced marketing tools and clients with quick access the information they need.

Siebel CRM is used by the world's most successful organizations to achieve their digital transformation goals. Siebel CRM is an integral part of Oracle's CX product portfolio, which includes a rich product roadmap. Siebel Sales is a tool that allows your organization to share information between teams. It's designed to increase pipeline visibility, sales effectiveness and bottom-line results. Oracle's Siebel Sales integrates with the entire Siebel product line, allowing flexible, phased deployments that can be adapted to changing and growing companies. Oracle's Siebel Campaign Management, and Dialogue Manager, streamline the planning, execution, budgeting, and budgeting for personalized, permission-based campaign. They offer integrated workflow and collaboration capabilities to approve and execute campaigns, financial modeling to optimize marketing dollars allocation, and a marketing command centre to track campaigns throughout the enterprise.

RealtyJuggler, a real estate CRM (Customer Relation Manager), includes transactional management capabilities. RealtyJuggler is a customized real estate CRM that includes real estate calculators and flyers, ecards and letter content. It also allows you to track expenses, commissions as well as promotions, open houses, lockboxes, and expenses. RealtyJuggler's primary distinguishing features are its easy-to-use interface and excellent technical support.

Small business owners will appreciate the simplicity and power of this CRM. It is cloud-based and compatible with many platforms and devices. It can be used by your entire team to help you gain control over your business data. RealtimeCRM is a great way to store contact information and company information. It also provides a sales workflow that will work for your business. It is ideal for both B2B and B2C businesses. You can track the delivery of your project and personalise the data stored within it. Chat with our support team to get any question answered. Learn more about RealtimeCRM by visiting the RealtimeCRM website. Sign up for a free trial without obligation.

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.

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.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

Stock-Aware CRM and eCommerce platform for Wholesalers, Distributors, and Manufacturers. You can sell more in less time every time. Be a prospect hero. What is Stock-Aware CRM? Manufacturers, Wholesalers, Distributors and Distributors know that selling physical products B2B presents unique operational challenges. This means that ordinary CRM's fail. Stock-Aware CRM is different. Prospect is a new Stock-Aware CRM specifically designed for Wholesalers, Distributors, and Manufacturers who sell physical products to B2B. Prospect integrates customer, inventory, and product data to streamline B2B CRM processes. Your team will be able to save time, increase sales, and maximize profits. Prospect combines the best aspects of traditional CRM - Marketing Sales Pipelines and Customer Service Management with the reality of selling B2B products. This includes special pricing, back orders and product information, as well as quoting, ordering and inventory management.

#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.

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

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.

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!

You can use your existing contacts database in Excel spreadsheet or CSV format and let the system store them securely for any future work. You can apply filters to your contacts and create segments by country, company position, or any other custom field. You can also save segments for future campaigns. Select your target segment and create your first automated email sequence using behavioral and time-based triggers. Include snippets to make it sound natural. Track the performance of your campaigns with Reports. You can turn leads into opportunities or close deals by turning opportunities into opportunities. Platformax is an inside-sales CRM that was built on over 40 years of sales experience by our co-founders. It is a modular sales platform that optimizes all aspects of your sales process. This includes prospecting, lead nurturing, opportunities tracking, sales fulfillment, order delivery, and after-sales support.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

Azurepath is a simple to use lead management software that helps to manage, generate, and boost prospects. Drag and drop allows users to easily track activity, forecast and generate reports, and create crucial insights in real time. Azurepath gives your sales team the edge they need by allowing you to track every account and never lose track of another lead.

Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success. Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.

Sugar Sell (formerly SugarCRM), is a unique Customer Relationship Manager solution. It includes functionality that includes sales-force automation and customer support. Sugar Sell gives individuals and teams the freedom to focus on projects and interact with customers to make more sales. Sugar Sell is available to top brands. Get it today. Sugar Sell offers you what other customer management software solutions cannot: A guarantee of an exceptional user experience. In the PCMag's Business Choice Awards, Sugar was 4x a winner for customer satisfaction, reliability, and tech support. Our platform's real power lies in the stories it tells about your customers, your company, and the future of your company. It's the best customer experience tool to use if you want to empower all employees with the right information at the right time before they ask.

Numerik stands at the forefront of sales performance management software, specifically crafted for today's dynamic sales environments. Our platform is a comprehensive solution designed to empower sales leaders and teams with real-time data and actionable insights, all accessible through a user-friendly, mobile-first interface. Real-time analytics: Numerik specializes in providing instantaneous data analysis, ensuring sales leaders and their teams are always equipped with the most current information. Predictive sales forecasting: Utilizing advanced algorithms, Numerik not only tracks but also predicts sales performance, helping teams to proactively adjust strategies. Mobile-first design: Recognizing the on-the-go nature of modern sales, our platform is optimized for mobile use, delivering a seamless experience on smartphones and tablets. CRM integration: Numerik integrates effortlessly with popular CRM systems, enhancing data coherence and minimizing manual data entry. Data visualization: With an emphasis on crisp, clear visuals, Numerik transforms complex data into easily digestible charts and graphs. Custom reporting: Tailor-made reporting features allow sales teams to generate specific reports that meet their