Alternatives to Lunar CRM

Software for enterprise survey in 150 countries. You can conduct insightful surveys and get actionable feedback. Monitor employee experience (EX), customer experience (CX), and engagement. Close the loop using shareable reports, dashboards and alerts. The first step is collecting data. The real value lies within the efficiency of reporting. We provide real-time reporting to help you spot trends sooner and gain deep insight into your organization to improve processes. Once you have completed your report, share it with others. You can create different share links with different filters depending on what you want viewers see based on your operational data, hierarchy, and organization. Integrate with Slack and Zendesk API, CRM, CRM, and more. Unlimited users, works in 49 languages. L'Oreal and Toyota are some of the clients. Allegiance Bank, Sony and the Government of Canada are others.

Low-code platform for business automation. Automate corporate processes, build custom-built CRMs and deliver business apps with 3x the speed and less programming. Integrate BPM & RPA without programming. Your day-to-day operations will be more efficient. Automate your back-office and front-office processes quickly and easily. The Low-code platform makes it easy to create business apps faster and easier with less coding. Software robots can seamlessly integrate existing IT systems. Automate repetitive tasks like data validation, document scanning and filling out screen forms. RPA will reduce the repetitive tasks of your employees and increase your business efficiency.

The 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.

Powerful, accessible, nonprofit-friendly software Keela is a cloud-based donor management tool that allows organizations to easily engage and build meaningful relationships with their contacts. Using powerful, but easy-to-use tools to automate workflows, increase capacity, and decrease stress, Keela has helped thousands of nonprofit professionals grow their mission. Keela offers all the key features expected in a Nonprofit focused CRM like donor management, email marketing, and reporting, but we give you so much more!

All-in-One Software for Digital Channel Feedback Mopinion is a digital platform that helps digital enterprises listen, understand and act across all digital touchpoints (website, mobile, and email). Mopinion allows its users to create customisable online feedback form (including various CX metrics like NPS, CES and CSAT) and trigger them based upon rules such as mouse movement and time on page. It also allows for comprehensive visualisation via customisable dashboards, text analysis, and smart labeling. Users can use proactive alerts, role-based views, and connect to PM tools like Trello or Asana to receive feedback and collaborate with other members of your digital team. +Customisable feedback forms +Real-time statistics Integrations with +API +Various CX metrics +Text analytics +Advanced reporting capabilities Mopinion pricing starts at $35 USD/month

Activity-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.

Round Robin Distributor is a fully customizable software that automates lead and case routing using complex round-robin algorithms and criteria-based assignment bulk inbound data. It can be set up in Salesforce CRM and requires no additional setup. It offers a variety of functions, including SFDC record assignment matching rules based upon reps' skills, account being handled, operating territory, Hubspot score, lead source, Hubspot score, Hubspot score, etc. It allows you to prioritize hot leads and high-priority cases, which is crucial for maintaining your sales funnel and responding time. Round Robin teams can also be created based on business logic. Rules that include sales reps can be used to assign them. The product can also maintain an agent schedule, which can be used to disable assignment in case of unavailability.

PhoneBurner, a powerful dialer and sales-acceleration platform, helps B2B and B2C sales teams engage in more quality conversations with their contacts. Now with ARMOR – the most comprehensive spam protection solution and answer rate solution that is done for you. PhoneBurner's average answer rate is >10%. This means that millions of conversations are powered by PhoneBurner, with no awkward pauses and connection delays. PhoneBurner combines calls, emails, and SMS to handle time-consuming tasks, such as leaving voicemails, sending email, logging calls, or performing post-call workflows. Reps spend most of their time closing deals and talking. Manage your entire team with one dashboard. Access cutting-edge analytics and reporting, automatically distribute leads, coach and monitor reps in real time, and ensure KPIs trend in the right direction. Teams rave about the productivity gains, ease of use and answer rates, as well as the commitment-free packages. PhoneBurner is free to try today.

T-CRM, a cloud-based Customer Relationship Manager, encompasses direct interactions with clients, such as sales- and service-related processes and forecasting and analyses of customer trends and behavior. T-CRM comes with the following features: Manage Your Prospects Cold Calling and Prospect Filtering Lead Follow-up & Conversion Track Tasks and Activities Better Monitoring of Sales Team Know your business status for each opportunity! Customer support MIS Reports

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.

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs.

Today's business is moving at a rapid pace. You can beat the competition by getting up-to-the minute information as fast as possible. Soleran's eAppTrack provides real-time analytics and reports that will help you accomplish this. Cloud-based analytics tools provide detailed analytics in real time. You may need instant information to spot a trend or fix a problem, as well as pinpoint any other issues. Sales track was developed with the help of successful salespeople and is so simple you'll be able to use it. This web-based CRM has powerful tools that will help your company grow and stay ahead. Automate tasks such as scheduling meetings, customer follow up, and generating sales reports. Cloud-based analytics that put the power of Platform-As-A-Service (PaaS) in the hands of non-developers. App track platform is the backbone for sales track. It seamlessly works together to simplify and manage your team’s processes.

Automate your entire workflow process for Lead Generation, Sales Management and Forecasting. This will increase productivity. CRM Software can be installed on your web server, local host, or on-premise. Laravel is the most widely used Open Source MVC web app framework. You can manage admin roles and have unlimited users and records. It is the most popular fully customizable Open Source CRM software. Flexible customization of CRM to suit your business and needs. CRM Software at a significantly lower cost, with no monthly or hidden fees. You can automate your sales process and streamline the lead-to-sale process, giving managers the ability track performance. A graphical dashboard that displays your sales funnel, reports, lead status and customers gives you an interactive view of the entire process. Contact Manager allows you to manage your contacts, leads and customers in one central place.

Business relationships are built on the expectation that buyers, suppliers, and other stakeholders will provide value. As many businesses work together to invent across a value chain, one-to-one relationships can grow into ecosystems. Businesses are always looking for new ways to create value. Innovation requires collaboration with many businesses and aligning these relationships to achieve the desired outcomes. Current enterprise software is primarily focused on the internal workflows within a single company. This is a problem. These siloed systems can prevent collaboration between many stakeholders that is necessary to create value. By collaborating in a persistent digital space, companies are able to maintain continuous alignment with other businesses in their ecosystem--customers, vendors, and other stakeholders--to manage the expected value from these relationships.

No more searching for compliments. Automated customer testimonials. In 10 minutes, you can set it up. Every business should collect high-quality testimonials. It's been a tedious, slow process of back-and forth. Endorsal automates the entire process, saving you time and money. You can increase conversions, build customer loyalty, and strengthen your brand. You can choose the information you want to collect from customers and customize the form to reflect your brand. You can send automated review requests to customers via SMS and email. You can choose from one of our responsive templates or customize your own using the REST API. No coding knowledge is required to embed testimonials anywhere you want in just minutes. Customers can publish their comments on review platforms such as Google My Business, Facebook pages, and Yelp.

Merlin gives you unlimited company and contact records. In addition to the standard fields that a CRM system should provide, Merlin also allows for approximately 40 user-definable fields. This allows you to store and report on all the information you need. Merlin's intelligent, dynamic menu will show you the options that you are most likely to use next on any page. Merlin's fully integrated approach records all activity against the relevant contact. This ensures that there is no duplication and you have a complete historical archive. The Customer Relationship Management module (CRM) allows proactive sales teams to have their diaries automatically filled with appointments for the next month or week, day, or a specific date range. This module can also be used by your Accounts and Purchasing teams to chase payments or deliveries.

It's an ecosystem that combines data, CRM and lead generation technologies to help you find new sales opportunities, engage better with customers, report and visualize your sales, marketing, and operations data, and improve your business processes. Kulahub's direct link to the 6m+ UK business universe will open up new sales opportunities. Who are you not sure about on your website? Our digital tracking technology will help you find out. Our data management and marketing suite is the best in class. Track, measure, and talk to customers. Link your website inquiries to CRM, track which activity drives them, create winning email campaigns, and automate them to different customers. With fully customizable dashboards, reports, and automated updates sent to you whenever you need them, you can see how your business is performing. Reporting is the conductor, while marketing and data are the instruments.

Premier Deal Software for Data-Driven Sourcing. Find your best buyer and establish intermediary relationships. Scale your business development efforts. Expert project management over deal preparation and due diligence. Automate analytics, reporting. Transform market data into actionable intelligence. Improve deal discipline to improve deal control. Navatar provides a comprehensive investor relations and fundraising platform. You can outperform your competitors on the fundraising trail by targeting the right LPs and creating structured processes to nurture them. This will ultimately earn your potential investors' trust. Navatar is built on Salesforce, the world's most trusted cloud security platform. It connects to the AppExchange ecosystem which offers hundreds of apps and industry data providers.

Essentials is a sales and customer support app. You can think of us as an extra pair - multiplied by 1000. All your customer data can be organized in one app. All your sales processes, from initial contact to closing, can be tracked in one place. You can support your customers via phone, email, and web chat. You can manage your business from your smartphone. To visualize key business metrics, create dashboards and real-time reports. Sync with tools like Dropbox and DocuSign.

Shark Byte was a concept created by industry consultants and service contractors, Perfectware. This group has more than 50 years of combined experience in the Mechanical Service Industry, both in sales and managerial positions. We recognized the need for a specialized tool to sell to Mechanical Service Contractors. We learned that there is no one solution that will meet all contractors' needs. There are many options, including single tools, add-ons for service management software or customizing commercial CRM packages. We designed a solution that includes a customer and sales tracking CRM as well as a mobile surveying tool, contract and job estimating tools, and electronic proposal generation. We surveyed contractors throughout the design and programming process to validate Shark Byte tools and methodology, and to create the best Sales Relations Manager in the industry.

Your first client is the most important! Fill in their name, email, and choose a profile picture if you wish. Then hit create! Our appointment system allows you to view all of your appointments, past and present. You can view all your appointments for the day, and see who they are with and what their reasons are. Attach notes to the appointment and we'll attach it to your client profile. This is the heart of tacrem. Client profiles let you view all past appointments, projects and applications. You can attach images to your client, view the original application, schedule your next appointment, or update the status of a piece. Our application system allows you to customize your application form to ask only the questions that are important to you. You can embed our application form on your website, or simply post the link we provide in your instagram bio.

You can create as many sales pipeline dashboards you need. You can track your sales activities, business activities, team recruitment sales funnels at any time. Every lead you generate becomes a top-of-the-line opportunity in your dashboard. Once your leads have been entered into CRM-Hub dashboard you can create as many stages as necessary. You can move them from one stage to another. Determine their current status in the sales cycle. CRM-HUB stores any lead or prospect that is entered into the system. It also contains all the contact information needed to manage your new connection seamlessly, from prospect to prospect to customer. Your calendar dashboard allows clients and prospects to schedule meetings and calls, just as any other subscription service. Except for CRM-Hub the data is all in one location. You can reach your clients as easily as they can reach you.

Give your agents a desktop that is enhanced to meet the changing expectations of customers and empower them to deliver personalized, meaningful and efficient service. Upstream Works desktop solutions for omnichannel experiences will help you create better experiences. Unified agent desktop with productivity features and visibility of all channels and applications to improve CX and FCR. Convenient flexibility of channels with voice, email and web chat, messaging, video, social, co-browsing, bots, conversational artificial intelligence, and more. Integrate with any AI, business application or CRM system to streamline processes and increase agent productivity. Improve business outcomes using real-time and historic omnichannel Dashboards and reports, including FCR, CES and bot analytics.

Dynamics 365, the next generation CRM and ERP application, can accelerate your business growth. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. You can take actions that will drive your business. Build stronger relationships. Increase productivity and performance. A single view of all customers. Find and nurture the right leads. Connected customer experiences. Keep up-to-date with market trends. Deliver positive customer experiences--faster. Optimize your resources and make technicians more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to improve efficiency. Reduce operational costs and financial complexities. Transform from reactive to proactive operations. Automate and simplify manufacturing and supply chain management. Maximize the lifespan of your assets. Unify your digital and physical commerce. Personal engagement is a way to build brand loyalty. Exceed customer expectations.

A repeatable and scaleable sales process will help you win more business. Your existing customers make up the majority of your revenue so be sure to love them. Visual to-do lists can be used to follow up on every opportunity and to retain customers. Connect Xero to WorkflowMax, Gmail and Office 365 for an enterprise solution at a fraction the cost. Exsalerate CRM integrates with Xero. It was created to be your Xero CRM tool. Exsalerate CRM was created because we couldn’t find a comprehensive system that included Pipeline management and Account Management at an affordable price.

Start at the beginning. All of the opportunities that are in your sales/projects pipeline. It contains all the important information you need, including pricing, length, and sales probability. Start by creating your project and setting your budget. Client dashboard, revenue target, and sales performance. Track sales performance, update client details, and set revenue targets for each client. Find out the trends that lead to losing and winning projects. Add. Set. Revise. Go. You can list all resources that you think you will need to complete your project. Keep track of all versions and update your budget. Resources, production, and milestones. Plan your workdays according the budget. Budget and planning are always consistent. The shared environment of planning production and setting milestones improves teamwork efficiency and helps to keep things organized.

MYOB CRM is a sales and operations software that will help you manage your customers, orders, stock and fulfillment. Fast growth can lead to increased silos, double-handling and frustration. MYOB CRM is a single system that centralises and syncs your entire business, from sales to stock to shipping. MYOB CRM is a complete business solution that integrates accounting software. Our Australian team manages and supports the software.

See how molti works for you, from basic file storage and sharing to complex process management. A simple tool that helps you stay organized for your day. You can manage tasks, file storage, and share information in minutes. Projects large and small can be managed efficiently with task management and automation. Collaboration tools also make it easy to stay on track. Flexible, custom data capture and reporting combined with robust workflows and document sharing tools make it possible to bring it in-house. It is time to get rid of email and shared drives for sensitive file storage. You can collaborate with maximum security thanks to data encryption and custom access rights. All the information you need in one platform. No more searching for documentation or manually preparing reports. All parties can benefit from automated reporting and options for file and data sharing.

Complete 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.

Repository of outside organizations, including customers, vendors, prospects, and other entities. Each entity should maintain its own contacts. All activities related to each contact should be tracked and scheduled. All sales opportunities with prospects and customers. Entity records are companies or organizations with whom communication has been established. Potential customers, current vendors, potential vendors, and any other organization with whom communication is required can all be considered entities. To be able analyze and report on each sales opportunity for each salesperson, and the entire company, it is important to track each one. Keep track of leads to determine where marketing funds should go. Keep track of the status of each opportunity, including expected close date.

ezeeCRM - Enhance your sales with a pleasant selling experience Automate your sales process, from "Hello" through "Closed Won". Engage with your audience at every opportunity. Reach out to the people who are most interested in buying from you. All your data and files should be kept in one place that is relevant to your customers. This feature allows you organize your contacts into groups or into any context you choose. With customized dashboards and reports, users can view statistics in a highly visual and engaging way. A robust module for creating reports. It can create Graphical, Rows & Columns reports from any module in ezeeCRM. All of the automation and organization of an email client is now available within your CRM user interface. You can chat, SMS, and send customer support directly from the UI.

To provide consistent customer service throughout their entire lifecycle, break down silos and work as a team. Identify potential leads, strategize sales pipelines, automate related activities, gain actionable insights, and close more deals quickly. Personalize campaigns to attract and retain leads, engage in context, and scale the best possible customer experience. A unified collaboration interface that gives you a 360-degree view of your customer journey allows you to resolve customer issues and answer questions. Rich reports can be generated to identify patterns, gaps, sweet spots, priorities activities, and help you develop a strategy for customer success. Suite CRM is the most popular open-source CRM solution on the market. Auro CRM uses Suite CRM. We didn't intend to reinvent the wheel. Instead, we incorporated the powerful CRM into the Auro CRM platform.

Raptech, a cloud-based digital management software, enables growing businesses to automate the processes for Lead-to quote, order-to cash, source-to pay, record-to report and source-to cash. You can take full control of your business with efficient workflows. AI-powered analytics enables you to make data-driven decisions in real time. The sales team can be more efficient and effective if they have the tools and processes in place to manage their sales pipeline and forecast. This will help them to convert potential clients into sales leads. The bottom line can be improved by streamlining order fulfillment, billing, payment receipt, and other processes. To maximize profits, revenue projections can be used to make strategic decisions. Understanding spending patterns will help you make an informed decision about cost control. Spend forecasts will help you monitor and fix problems before they become serious. A higher return on capital is possible by ensuring efficiency in cash flow and working capital management.

Use the innovative and customer-experience-centric Survey2Connect platform to investigate your business challenges, analyze and explore viable solutions, and devise groundbreaking strategies. Find out how your stakeholders view your brand and analyze billions of data points to understand customer sentiment. Then take practical steps to grow your business sustainably. Continuously improve your market offerings, and give meaning to every customer interaction. Find out how your customers discover you, what they prefer to do business with, and how you can create great customer experiences to generate positive customer sentiments. S2C offers a variety of digital solutions that can be used to manage your off-field and on-field research activities. Digital data capture, analysis, and reporting reduces manual errors and process lags. AI-enabled analytics tools can identify data trends and generate data insights that are difficult to form manually.

Intouch Insight's powerful Customer Experience Management (CEM) software allows brands to drive business improvement through better experiences. Intouch makes it easy for customers to provide feedback via any source: surveys, email, SMS, online reviews, call center, or social media. There are hundreds of integrations that seamlessly combine feedback and data from any source such as CRM, POS sensors, mystery shopping, IoT sensors, and many more to give a complete view on customer experience and business performance. The platform offers unlimited role-based dashboards as well as an AI-powered reporting engine that can provide predictive analytics and robust reporting. The platform offers automated case management tools that allow customers to respond to feedback and close the loop with them. Businesses can use the platform's patent-pending technology to create Action Campaigns™ that drive action at the frontlines, make proactive improvements in CX, measure the impact of actions on business metrics, and take advantage of the platform's patent-pending technology.

Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple fraud risk mitigation controls. * Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free * Streamline your business. * Adaptive handles all setup: No need for integrators Key Functionality: * Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing, Scheduling, Analytics * Integrated E-Commerce & ERP & CMS * CRM * Dashboards for teams, clients & suppliers * Automate Accounting (GL, AR, AP, Trial Balance, Ageing) & customised ledgers * Automate Invoicing & E-Payments * Purchase Orders * Inventory Management * MRP * Manufacturing * Maintenance & Work Orders * Job Costing, Quotes * Encrypted Messaging * Detailed Reporting & filters

ConfirmKit, the modern user research platform, allows you and your team communicate with users in a friendly and efficient way. Every member of your team can now contribute meaningfully to improving your products. It can be time-consuming to identify patterns and trends in interviews. Let us do it for you. Now you can concentrate on your users. We'll show the patterns. It can be difficult to create an interview guide, review notes, and remember all the details before you begin a interview. We can help. ConfirmKit is so easy to use, you only have to prepare once. Our platform automates your user interviewing process. Say goodbye to monotonous work. There's no need to copy/paste, drag files into folders or duplicate effort. You can enhance your research via online chat, e mail, forums, existing research, or any other place you can imagine.

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

TOPIX is a modular, flexible software that offers a wide range of services. TOPIX can be extended at any time to meet the changing needs of your company. The software is well-structured and clear. The seamless integration prevents double data entry and allows for easy use of interfaces. TOPIX is a comprehensive system that eliminates the need for individual programs. TOPIX gives you a complete overview of your data so that you can quickly access any relevant information. Transaction data can be created as appointments or offers. Departments don't have to re-enter data that is already in place. This overview will make your work easier, and allow teams to work faster, more efficiently, and with less stress. Our solution improves workflow management within your company. This software is ideal for anyone who wants to automate business processes and increase effectiveness.

Datalyse does not function as a sales tool. It is an engagement CRM platform that allows you to manage high sales volumes easily. It will help you sell more. You can make and receive calls, emails, WhatsApp, SMS, and WhatsApp calls. Only CRM that allows you to receive calls, unify communications, and personalize the entire process from beginning to end. Our CRM features include AI and process automation. This eliminates tedious work and wastes time. Your team can concentrate their energy on the people who need it most. You can personalize properties, client statuses and companies, as well as opportunities and tasks. In a self-service manner, create different types of sales automation according to your needs. Integrating datalyse in your company is a great way to discover your potential. To reach more customers, create email sequences.

Most businesses struggle to grow because they spend too much time on repetitive tasks and waste too much money finding new customers. 3G Business Cloud automates repetitive tasks, finds more customers, and increases repeat sales. 3G Business automation will reduce costs, increase sales, and get you more customers. 3G Business is a cloud-based automation system that includes 30+ Office 365 apps like Word, Excel, and Outlook. All data can be stored in one database and all can be automated using the built-in Automation Engine. The 3GB tools make it easy to create thousands of Assisted and Unassisted, Autonomous, Cognitive and Cognitive Processes. This makes it faster, cheaper, and more efficient than Robotic Process Automation (RPA). The workflow manager allows you to create templates and automate processes, simplifying sales and admin.

Sales Desk allows you to access the data generated by your team while they work. You can create and fill out sales reports to identify the strengths and weaknesses of each sales rep and keep track of all that happens in their sales cycle. It provides a detailed insight into your customers and their buying habits. Sales Desk also prompts sales reps for follow-up on their meetings and activities. It also lets you know when important opportunities are about to close, giving you a 360-degree view of your sales cycle. Activity Base allows users to manage all their daily activities, as well as keep track of pending and upcoming activities. Each opportunity can be linked to a quote that can be updated and managed. For both company and user, create personalized quotations.

Software for managing small businesses. WorkWell manages job tracking, invoicing and reminders, maps, and much more. The WorkWell Command Center runs on your computer and offers a complete suite of tools to help you manage your growing business. The WorkWell Field Service smartPhone app provides all the information you need while on site at customer sites for you and your technicians. You are the owner of a small business and must keep track of everything. All details must be taken into consideration, including pricing, appointments, customer expectations, and schedules. It is not easy to retain customers or find new business. WorkWell makes it easy to manage your business like a pro and saves you time. Get your business to the next level! Schedule appointments, jobs, and employees. Keep track of all communications with customers Send Invoices and Quotes. Job mapping and worker GPS tracking. You can find out more here

Kemo SaaS, an all-in one marketing and sales software, is designed to streamline workflows for businesses of any size and improve results. It has a number of features, including: Website builder: Create your own website to showcase and capture leads for your business. Create surveys and forms to collect data about potential and existing clients. Chat widget: Chat in real-time with website visitors to answer questions and convert prospects. Sales funnels: Design funnels to guide customers through the purchasing process. Analytical reporting: Measure key metrics to improve your marketing strategies. CRM: Manage customer relationships and track interactions. Payments and Invoicing: Process payments and invoice customers. Create and sell online memberships and courses.

OfficeClip is an all-in-one tool that allows you to manage all aspects of your work without having to use multiple apps. OfficeClip CRM allows you to track leads, create campaigns and invoices, manage documents, schedule meetings, and many other functions. The reporting feature will give you all the details and help you identify areas of strength or weakness. Contact Manager allows you to store detailed information that will help you build client profiles and convert prospects into leads. It also includes functionalities such as marketing automation, web forms and call list that will increase client and user engagement.

Keep track of your appointments and reminders. Engage your leads to create accountability within your team. Use AI to elevate the quality of your emails, notes, and correspondence with clients. Ambivo is the place where business owners go to build a successful business for their teams. Enjoy working with a solution that is all-in-one. Our state-of-the art CRM system will help you close more deals. Let go of manual work with a robust automation system. Our AI empowerment suite will optimize your CRM and business process. Get guidance on nurturing customers, closing deals, or maximizing profits. Automate and improve communication with ease. Customizable widgets help you capture leads more efficiently. Flexible reporting solutions can provide valuable insights. Ambivo is a platform that business owners can use to build a successful team. Ambivo offers specialized modules for real estate and brokerages.

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.

Companies know that optimizing customer experience is crucial to their brand's success and customer loyalty. The art of monitoring customer experience has become more complex. Companies need a sophisticated platform that can manage large amounts of customer and survey data, as well as the technical integration, people, and processes that make it all happen. The eTouchPoint platform is used by our clients to provide powerful insights that improve customer experience. eTouchPoint provides CX professionals with a comprehensive platform to connect with customers, engage employees, and manage the complex CX ecosystem. It combines dashboard and employee-specific reporting with text analytics and closed loop alerting with the industry's most powerful data collection platform. Unlimited support for multichannel survey initiatives including call center, field service, retail, employee, and online channels.

Vital Cars is the perfect app to manage your automotive dealership showroom. Vital Cars helps you manage the sales process and collect prospect information from your mobile device. This will help you close more deals faster. The Vital Cars App will help increase prospect capture, improve the quality of the data, and assist with effective follow-ups of potential clients. It will also help increase test drives and actions that have proven to increase sales. Web-based CRM and lead management software. Vital Software offers solutions for all aspects of the automotive industry. Vital Software is the leading provider of data driven solutions for automotive industry. Our customers include the best-of breed OEMs, dealer group and dealership businesses. Comprehensive sales, service, and parts reporting and benchmarking.

Maintain strong customer relationships. Customer retention is increased. Lower customer acquisition costs. How can Kilterly help build long-lasting customer relationships. Our data-driven analytics engine will tell you who is active, indifferent, and ready to churn. It also includes a unique method to measure customer sentiment based upon responses. What is the likelihood of your customer recommending your product or business to others? We provide the tools you need to measure NPS consistently and unobtrusively. Kilterly's automated communication allows you to create campaigns and task work-offs which take customer onboarding and care to a whole new level. Our platform allows you to pick and choose which customer segments you want to reach when most needed. Multiple segmentation criteria are available. You can structure your team's workflow.