Alternatives to Method:CRM

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.

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

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.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. 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. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Houzz Pro is a leading construction management software for residential contractors and designers. Get a solution that covers the entire customer lifecycle. This includes marketing, CRM and other features such as estimates, takeoffs 3D floor plans project management, selections online invoicing, payments, QuickBooks integration and a client's portal. Start a free 30-day trial to see why Houzz Pro is trusted by thousands of Pros to grow and manage their business. Plans start at $85/month for all sizes of business.

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.

Contractor Foreman starts at $49/m per company and is the most affordable construction management system for contractors. It has been endorsed by over 75 countries and industry awards. It all comes with a 100% guarantee. Stop wasting your time and money on expensive software. Quickly create estimates, generate invoices, then get paid online. Our QuickBooks integration eliminates double entry. Contractor Foreman makes it easy to keep track of your time, expenses, daily logs, and more for you and your crew. Best price + Best features = Best Choice

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.

JobNimbus, the #1 all-in one roofing app (4.8 on app stores), has been making contractors heroes since 2013. JobNimbus is used by thousands of contractors to manage their entire business, including marketing, sales and production. "This is f$&%ing amazing!" "This is f$&%ing awesome!" ** MARKETING • SEO • Paid Ads Google Business Profile Website ** SALES ** • Scheduling Lead tracking • Boards • Customized sales workflows • Sales automation ** PRODUCTION ** • Production boards Customized job workflows • Production automation • Notes • Tasks • Ordering directly from Beacon Pro+ and Roof Hub SRS. Work Orders Subcontractors Reports BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way synchronization ** COMMUNICATION** Engage texting Email • Caller ID • @mentions Job sharing • Notification center All of this will equip your entire team with the best all-in one roofing app.

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

Kickserv is a highly-rated field service management tool designed for service businesses. Service-based businesses can use Kickserv for as low as $47 per month to manage leads, estimates, team schedules and jobs, as well as invoices and payments. Kickserv allows users to automate email to all their leads, send promo emails to customers, full integration with QuickBooks, maps for dispatching technicians and more. Our mobile field software services include: -Manage your workforce: Create schedules, assign jobs, and keep track of employee locations. -Automate updates: Team status updates can be automatically sent to the office through the mobile app. -Scheduling: Create schedules, track employee time worked and view notes or site requests. -Find opportunity: See your jobs and potential for future jobs from the field. -Stay Connected: Attach notes, documents and images to a job for further clarification and better customer service. -Find your technicians: Utilize GPS check-ins to find your employees on a map and keep track of job duration and employee locations at all times. Kickserv has been trusted by 1000s of service business professionals for over 15 years.

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.

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.

Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since our start in 2006, we’ve given contractors the tools to control their projects while bringing efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more with one convenient software – allowing time to take on more jobs without the added headaches. Today, more than a million users spanning 100 countries have chosen Buildertrend for real-time collaboration on their construction jobs. Our platform empowers builders to accomplish more projects while decreasing delays, minimizing costly mistakes and ensuring client satisfaction. Buildertrend also provides each customer with the opportunity to have unlimited training with the ability to integrate with other software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky. To learn more about Buildertrend, visit buildertrend.com and @buildertrend.

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.

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.

All-in-one operational software built by and built for commercial contractors - from service to projects and everything in between! Make Data-Driven Decisions With automated real-time reporting, your data works for you. Managers can identify trends, monitor technician progress, and discover revenue opportunities. Give Customers an Amazing Experience Speed up the customer approval process with full job history. Attach photos, videos, PDFs, and custom forms directly to the work order so there’s no question on the work that’s been completed. Seamlessly Connect Your Office and Technicians Increase productivity and reduce errors. BuildOps automates work orders, customer data, invoices and more — from office, to field, and back again. Whether you're looking for commercial HVAC software, electrical software, or plumbing software, BuildOps can scale your operations with better communication and coordination. BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.

ServiceTitan is the best all-in-one software to help homeowners with their home services. ServiceTitan offers a complete suite of tools that allow businesses to generate more leads, close more sales, and offer a wide range of tools. This includes call booking, customer service, dispatching, marketing and integrated financing.

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.

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

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

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.

More than a CRM, TopBuilder is the leading provider of preconstruction, sales, and marketing software for contractors of all types and sizes. TopBuilder is the first Construction CRM that helps increase collaboration, communication, efficiency, and profitability throughout your entire sales process. Experience the next breakthrough in construction software. With our new mobile functionality, you get all these wonderful benefits anywhere at any time. Experience the new industry standard with TopBuilder. TopBuilder is quickly becoming the go-to tool for construction software. Services offered by TopBuilder specialize in helping contractors, construction companies, and home builders build highly effective, data driven marketing campaigns. The tool was custom built with the construction industry in mind and offers a suite of features that are essential for success in today’s market.

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

Manage your bids, revenue and projects with BidBook CRM. Manages relationships to drive new project demand. Submits Proposal Estimates. Manages follow-up tasks. Views estimation queue. Works or uploads estimates. Invites approved suppliers for bids on scopes of works. Manages the bid process for suppliers and overall budget. Produces proposal documentation. Collaborates with team. Uses BidBook for all inbound bid opportunities. Collects all necessary files, drawings and addendums. Assigns bids and estimates to sales. Views the pending demand for project, revenue schedules and profit analysis. Approves purchase orders. Initiates the invoice.

WORKetc is a small business cloud-based platform that powers businesses across the world. WORKetc is the only cloud computing platform that offers integrated CRM, project management, billing, help desk, reporting, and collaboration. This software solution is one for your entire business. All your team can collaborate in one place. One place to support, sell and deliver customers. With WORKetc's cloud-based web and mobile apps you can manage your business from anywhere, whether you are at work, home, or on the go. Say goodbye to complicated integrations and expensive web apps. You can grow your business with WORKetc and enjoy big-time productivity. Every interaction and activity with a contact are recorded. You can browse the timeline or search for and filter records. You can view the activity history for every employee. Eliminate the need for application hopping, and keep all your data in one system.

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.

Simple Sales Tracking, a web-based CRM software that tracks, analyzes and forecasts individual and team sales pipelines and contacts, is web-based. Simple Sales Tracking was developed out of a need in our sales team. We tried many crm sales tools back in 2005, but each one proved too complicated, difficult to learn or expensive. All your important files should be kept together so that they are easily accessible to your entire team. You can also link the files to your Sales and Contacts so that you can quickly retrieve them. Keep track of all your to-dos. Fully featured task management system, which is also integrated into the Contact and Lead Management features. Any important email message you send to your personal email address will be automatically stored in the system. A link will also be created between two email addresses that are identified as matching any of your Sales or Contacts emails.

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.

Insightly helps you to understand your customers and grow your company. Insightly is a powerful and simple-to-use customer relationship platform that small and medium-sized businesses can use to increase sales, build relationships and deliver projects on schedule. It integrates natively with Gmail, Office 365 and MailChimp. Insightly offers tools that help companies manage their contacts throughout the sales cycle, track customer relationships and monitor their sales pipeline.

Teknovate CRM is the best Indian and International B2B and B2C sales and marketing software. It helps in synchronizing customer communication between business departments. It serves as your personal lead manager. It will capture your leads from all sources, send an intro mail/SMS to the lead, and remind you of all your activities. You can manage multiple departments within an organization, including Sales, Marketing, Projects and Tasks, as well as potential other teams. Our personalized task reminder dashboard will remind you to follow up on any follow-up. Automated Assign leads to the right salesperson based upon product/service. Manage it effectively. Our marketing automation system will reduce the time it takes to follow up and auto-follow up. Your employees will perform better if you reduce their tasks. Automated, targeted and constant follow-up can increase leads conversion rate. Our BI Reporting Dashboard gives you the most advanced reports and live data.

Zendesk 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.

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

Smart Service field service scheduling software will help you join the paperless revolution. Smart Service is a do-it all desktop and mobile app that helps service companies manage their scheduling, dispatching and routing, equipment tracking, billing, inventory, and workforce monitoring. It integrates seamlessly with QuickBooks.

Context switching can reduce productivity. Switching between Outlook and your CRM is a waste of time. Keep your teams moving without causing unnecessary delays. Get started today with closing more deals and improving customer relationships. With Prophet CRM, we have helped thousands of companies streamline business processes. Join us today for a demo. Your team uses Outlook every day, so why shouldn't your CRM software? Because Prophet CRM is built into Outlook, it's easy for sales and marketing teams to use. Our dedicated team of project managers will help you to easily adopt the CRM in your company. Our Gold Support plan offers a 2-hour SLA. All support staff are full-time employees based in the United States. Avidian, an employee-owned business, was founded in 2002 in Seattle. It provides a CRM solution directly within Microsoft Outlook.

You can easily manage your jobs, dispatch, field management, invoices, payments, and quotes. Create professional digital quotes in just minutes. Turn leads into customers by using a few simple clicks. Schedule jobs easily with shwego’s job calendar. Keep your business organized while keeping your customers happy. Streamline the dispatching process and ensure that the right person is sent to the right job every time. Instantly generate invoices and get paid quicker. No more chasing payments or forgetting to bill customers. All your important information is in one place, so you can manage customers and contacts easily. The shwego software for job scheduling is designed to be simple. Service contractors can easily schedule jobs by using a drag and drop calendar. You can also visualize jobs on a Google map to make it easier to assign work according to technician availability and proximity.

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

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!

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

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.

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.

BSI CRM gives you a 360-degree view of your customers - from any department and at every touchpoint. You will love its modular design, open technology, and high configuration. It has been praised by experts and customers alike for its flexibility and has won CRM awards. Happy users are the best reward for us. CRM is something we love and have been doing for nearly 25 years. BSI CRM is now in its 16th generation thanks to its cutting-edge platform, innovative product development, and its cutting-edge platform. We are the right partner if your company has complex requirements, which are common in large corporations. We have a wide range of interfaces and a large ecosystem. Our experience is reflected in our attractive total cost-of-ownership (TCO) numbers. BSI CRM adapts to your business processes and IT environment, regardless of whether you are B2B or B2C.

InServiSync, a SaaS-based solution, is designed to transform the service business management process. It automates common operations, such as: Account management Lead and order management - CRM Business Analytics Automated Invoice Generating InServiSync allows you to manage your account data, manage leads from various platforms, close work order, add reviews and comments and accept payments while on the move. InServiSync also offers deep analytics, customizable metrics, and visual reports for data-driven insights. InServiSync was designed to meet the requirements of appliance repair companies, field service, electrical contractors and more.

Marketing automation and state of the art communication tools can help you increase sales. GoCRM is the only customer-relationship management solution that combines powerful sales and marketing features. This allows you to build a robust platform that will support scalable business growth, streamline sales processes, and improve the customer experience. You can automatically import leads from hundreds online and offline sources with all relevant attribution data, such as source, channel, campaign, and channel. You can keep track of all leads and their progress with a specialized toolkit that includes Zapier, call tracking, website tracking, Zapier and CSV import. You have the option to either distribute leads manually or randomly assign them your team. Advanced workflows allow team members to automatically receive and follow-up on leads via their personal VoIP phone or email.

WorkWave Service software is an end-to–end field service management system that schedules jobs, dispatches workers, helps you get paid faster, and streamlines all operations to increase profitability and maximize growth.

Wingmate is North America’s leading provider of frontline intelligence software. We’re an app-based solution that incentivizes people in the field to deliver opportunities in real-time. No paper required, we seamlessly connect the frontline to the office, making it easy for everybody to send opportunities, earn rewards and help you grow. Our mobile-first solution is built specifically for people on the go. It does not get any more accessible for people to share the leads they come across, in seconds, resulting in more revenue, a tighter team, and better customer service. More importantly, users can track the status of their contributions in real-time, while communicating regularly between groups and earning rewards when leads pay off! The app engages your people consistently, creating positive workforce habits, incentives, and retention.

Create and monitor your work tickets & aftersales with full visibility of the process for all customers. Monitor your customer's aftersales tickets and mobilize your team while providing them all the information they need. Reduce the time you spend managing your engineers by empowering them to manage their own jobs on-site, whether online or off. You can track the customer journey, from lead to invoice, and have full control of every step. Reach out to your customers whenever they need you, in real time. All while receiving actionable and reporting data. Reach your customers during critical moments using customizable triggers, while gaining insights on the best times and methods to reach them. With a detailed data breakdown or top-level view, you can make quick and effective business decisions.

With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. No matter what you’re working on, how big or small the task may be, SpinOffice makes it super easy to get stuff done. And best of all, you share all information in the database with your colleagues. That makes SpinOffice CRM the ultimate team application for any small and medium-size business. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.

A powerful CRM that allows you to track all your showroom visits, vehicle sales, vehicle sales, loans and payment schedules. For a month, quarter, or half-year, set sales targets for your company revenue. Track, monitor and set sales targets for your bank and business sales staff members. Monitor and manage the sales performance of both your business as well as your sales team. To increase account openings, you can view the status of each follow up and prioritize leads. To sell more quickly, prioritize each follow-up and see its condition.

Don't try to manage your cash flow using Excel spreadsheets. You will know at any given moment how much cash you have, who hasn’t paid yet, who needs to pay, and when. It is simple to issue all required documents by the Portuguese Tax Authority. You can automatically calculate VAT for each product line by categorizing and assigning expenses to cost. Our API and plugins make it easy to integrate MagniFinance invoices with online sales. You can also view detailed sales analysis. All your bank accounts can be viewed in one place. Manual reconciliation of invoices can lead to lengthy manual consultations. Keep track of the amount and when you received it from a client. Also, keep track of any outstanding invoices. This is a great way to manage your expenses more efficiently and with greater agility. Send us an image of your invoice on paper or through the website.