Best Monica CRM Alternatives in 2025
Find the top alternatives to Monica CRM currently available. Compare ratings, reviews, pricing, and features of Monica CRM alternatives in 2025. Slashdot lists the best Monica CRM alternatives on the market that offer competing products that are similar to Monica CRM. Sort through Monica CRM alternatives below to make the best choice for your needs
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Pipedrive
Pipedrive
9,245 RatingsPipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions. -
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Act!
40 RatingsAct! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. -
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Shape Software
Shape Software
131 RatingsShape 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. -
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CM.com
CM.com
$0/month Mobile communication and payment solutions. Combine messaging channels such as WhatsApp with innovative payments to create Conversational Commerce. We help companies communicate. Our customers use voice, SMS, Voice, and the most popular chat apps, WhatsApp, Apple Business Chat, Google RCS, and WhatsApp. Let the AI bot handle the talking and start a conversation in the channel that your customers prefer. To increase conversions, integrate commerce into the conversation. CM.com is a payment service provider licensed by Apple Pay, Google Pay and WeChat Pay. It offers a variety of options for all channels with Apple Pay and Google Pay as well as Credit Cards and local payments such as Bancontact and Bancontact. CM.com also offers a ticketing platform that helps museums, stadiums and festivals sell and manage any type or ticket. The Customer Data Platform allows you to market on a personal level. Identity and esign solutions ensure authentication in all transactions -
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ClickUp is the future for work. It provides tasks, documents, goals, and much more. In today's workplace, data silos and duplicate spending are unacceptable. ClickUp unites all your work in one place. It can replace all of them with one app. ClickUp can be customized for any size team, whether you're working on sprints or proofing ads. ClickUp AI is an AI-powered writing assistant that can help you with a variety of tasks, including summarizing text, generating ideas, and writing different kinds of creative content. ClickUp is a fully customizable and exclusive platform that can be used by teams of any size and industry. It is a must-have tool for any team who wants to manage all aspects of design and development from one place. The platform allows for deep modularity through add-ons called "ClickApps", which allow for rich customization for each team. ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.
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GoldMine CRM
GoldMine
$60 per user per month 3 RatingsGoldMine eliminates the headaches associated with many CRM platforms. Our interface is so familiar that your employees will feel at home. You will spend less time training and more time doing. Your CRM System is not something you should "rent". Instead, OWN it and save BIG. Many companies save up 70%. It's yours forever with one simple payment You can take control, save money, and have the assurance that you will never be "shut off". CRM is even more powerful when it is combined with other powerful apps. With one login, you can have universal access to the cloud option. Here are some of the most popular Add-On apps. It's your data, and you must protect it. We get that. We have partnered up with top hosting providers that can back up your data, protect it against intrusion, and comply with certain data storage practices. -
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Freshsales
Freshworks
$9 per user per month 14 RatingsStop 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. -
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Gather essential details about your clientele by consolidating all your contacts in a single platform. Link your accounts with LinkedIn and various social networks to effortlessly gather important insights. By collecting the necessary customer data, you can gain valuable perspectives. Organize your contacts based on all available information to ensure you never overlook a conversation. Communicate effectively with the right individuals at the optimal moments, enhancing your communication quality while saving time with automation. Engage in real-time discussions and facilitate information sharing among your team. Foster stronger relationships with your clients through consistent communication. Simplify the management of your business relationships by having all your customer interactions accessible in one location. Quickly access everything you need, including an overview of your recent conversations. Utilize various lists to maintain organized discussions and streamline your communication process further. This approach not only enhances efficiency but also contributes to a more structured way of managing customer relationships.
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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.
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Experience the effortless method to access all information related to your contacts in a single location. This includes emails, phone calls, meetings, notes, follow-ups, and social media interactions. Cloze seamlessly monitors your emails, phone communications, meetings, documents, as well as integrations with Evernote, LinkedIn, Facebook, Twitter, and numerous other platforms. Everything is meticulously organized according to contact, company, and meeting, eliminating the need for tedious tasks. Additionally, we ensure that email signatures are captured, keeping your contact information consistently current. With Cloze, managing your professional connections becomes a streamlined experience.
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Karani
Karani
Stay organized, manage your finances effectively, and strengthen your relationships with the help of Karani. This platform simplifies financial tracking, allowing you to easily add or import your gifts and pledges, ensuring you are always updated on your funding status. Since fundraising hinges on building connections, Karani helps you recall every interaction, including calls, requests, letters, thank-yous, meetings, and more with your network. By centralizing your fundraising tasks in Karani, you can eliminate the chaos of paper to-do lists and focus on what truly matters. Additionally, it provides a secure place to store the contact details of your donors, prospects, and other key individuals critical to your fundraising efforts. With Karani operating in the cloud, you can conveniently access your information from anywhere at any time with an internet connection. The Karani support team consists of former fundraisers who truly understand the challenges and triumphs of the fundraising journey, offering insights that enhance your experience with the platform. Ultimately, using Karani can transform the way you approach fundraising, enabling you to work smarter, not harder. -
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Sugar Sell
SugarCRM
$40 per user per month 1 RatingSugar Sell stands out as a distinctive Customer Relationship Management solution, offering a wide array of features such as sales-force automation, marketing campaigns, customer support, collaboration tools, mobile accessibility, social CRM, and comprehensive reporting. By utilizing Sugar Sell, both individuals and teams can reclaim valuable time that can be devoted to enhancing project focus and engaging more effectively with customers, ultimately driving increased sales. Experience the advantage enjoyed by leading brands by trying Sugar Sell today. Unlike other customer management software, Sugar Sell guarantees an exceptional user experience that sets it apart. Recognized as a four-time winner for satisfaction, reliability, and technical support in PCMag’s Business Choice Awards, Sugar is a trusted choice among businesses. The true strength of our platform lies in the narrative it crafts—one that encompasses your customers, your business, and its future trajectory. When you seek to equip every employee with timely and relevant information, Sugar Sell emerges as the ideal customer experience solution, anticipating needs even before they arise. Additionally, embracing this innovative platform can lead to transformative outcomes for your organization. -
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Fonvirtual Click to Call
Fonvirtual
To initiate a conversation with one of your service representatives, future customers can simply click the Click to Speak button located on your website. This convenient feature allows them to reach out to your business from any spot across the globe at no cost. Fonvirtual will facilitate a direct connection between the individual browsing your website and your team. By selecting Click to Speak, potential clients will be able to contact your company immediately, all while enjoying high-definition sound quality, regardless of the distance between them. Additionally, you can customize your Click to Speak WebRTC settings with personalized greetings, operational schedules, call queuing, analytics, and much more. You’ll also gain insights into the source of your calls by identifying which button was used, enhancing your understanding of customer interactions. Incorporating a Click to Call button on your site can significantly enhance your business's image, presenting it as approachable and friendly, which can lead to a more enjoyable experience for visitors. With the presence of a Click to Speak button, it is projected that your business could increase call inquiries by around 35%, providing a valuable opportunity for engagement and growth. This innovative communication tool not only streamlines customer interactions but also fosters a connection that could lead to lasting relationships. -
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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.
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CAMSNEL
CAMSNEL SaaS
$24 per monthAn effective way to manage various tasks in a centralized location is to streamline the organization of both your clients and your team, providing team members with advance notifications of their work schedules, which in turn enhances productivity. You can categorize all projects by assigning different team members to each one, ensuring clarity in roles and responsibilities. If a client is interested in tracking the status of their projects, you can easily assign them a to-do item as a client, allowing for seamless communication. This setup also enables your team to follow up with clients for feedback, with all interactions documented to prevent any potential issues later on. For projects with strict deadlines, you have the capability to establish timelines that specify when tasks must be completed. Since time equates to money, optimizing your time management effectively translates to cost savings, thereby presenting a valuable opportunity to increase your overall efficiency. Additionally, by fostering clear communication and accountability within your team, you can create a more collaborative environment that benefits everyone involved. -
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Dex
Dex
$12 per monthDex is a personal CRM designed to help you maintain connections with individuals you might overlook, integrating platforms like LinkedIn, email, calendar, and your contacts to foster deeper relationships. By consolidating LinkedIn and your daily communication tools, Dex enables you to effortlessly stay connected, track your interactions, and visualize your network. The challenge of manually noting who you've met can consume valuable time, and copying information can be tedious. Keeping your contacts updated is often a struggle, but with Dex, you can link to LinkedIn and other platforms in just a few minutes, ensuring that new job titles and changes are automatically synchronized. This means you can devote less time to data entry and concentrate on what truly matters—nurturing your relationships. Instead of wrestling with complex systems like Salesforce, which are ill-suited for personal connections, Dex allows for easy navigation and smooth transitions in your interactions. You’ll receive notifications whenever your contacts update their professional titles, offering the ideal moment to reconnect and strengthen your bonds. Ultimately, Dex transforms the way you manage and engage with your network, making relationship-building more intuitive and effective. -
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Pipeline CRM
Pipeline
$19.95 per monthChoose a sales platform that boasts simple setup, effortless integrations, and user-friendly tools. With Pipeline CRM, you will gain access to all the resources necessary to expedite your sales processes. With 15 years of experience in developing sales enablement tools, we have actively listened to our customers to refine our offerings. The outcome is a platform that is straightforward to navigate, tailored to your needs, and devoid of unnecessary complications. Every aspect of your sales pipelines is readily available when you need it and discreet when you don't, ensuring clarity and focus in your workflow. View all of your transactions in a single, adjustable list format, and utilize filters to easily locate specific information. Our customer support team consists of real professionals based in the US, all of whom are daily users of Pipeline and have extensive expertise. Renowned for our exceptional customer service, we pride ourselves on answering calls within two rings without any complicated phone menus. Initiating your experience is a breeze with our personalized onboarding services, and we also offer custom development solutions. If you require something beyond our standard offerings, don’t hesitate to reach out. Beginning your journey with us is straightforward, with no hidden fees or need for engineering resources, making it an ideal choice for businesses of all sizes. You can focus on what truly matters—growing your sales. -
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Leverly
Leverly
Speak2Leads can be used to optimize sales. You love inbound leads. You don't want to lose sales because of poor follow-ups and response. Our lead response software sends your leads to your reps via phone. You can earn more revenue by waiting. Speak2Leads allows your reps to spend more time calling leads. We will tell you which prospects to call in order of priority. Keep your eyes on prospects and don't think. Your sales reps will be able to communicate with more leads in a matter of seconds. They will close more sales in less time and effort. Speak2Leads integrates seamlessly with your existing sales process. Your sales team doesn't need to learn anything or log in. Answer the phone and follow all the prompts. -
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table
table AI
Always remember the individuals you encounter. Effortlessly expand and nurture your network with the help of AI technology, as your network truly reflects your value. Your complete network is seamlessly integrated into your personalized CRM, with all contacts enhanced by both professional and personal insights. This CRM is tailored just for you, allowing you to handle your connections effectively and avoid information silos. With a single click, you can synchronize all of your tools, enabling smooth management of your network through an exceptional feature set. Stay in touch with friends and acquaintances effortlessly, and always remember the context of new encounters, serving as your reliable source of information. Retain every detail about those within your network, and utilize table's AI chat assistant to access your entire CRM. This innovation transforms productivity, offering the most intuitive way to engage with your CRM via text. Keep track of everyone you've met during your journey by searching within your CRM, and clear your mind while table takes care of reminding you when it's time to reconnect. By leveraging this system, your networking experience becomes more organized and fulfilling than ever before. -
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Datrm.in
Flat Creek
$250 per monthAn integrated call tool that can be tailored for specific events will encourage your top contacts to take action. Filter and group contacts by activity, transactions or custom fields. You can enrich your existing contacts by adding social, consumer, and voter data from Third-Parties like FullContact. Filters can be created to automatically segment contacts into targeted drip or retargeting campaigns. Import existing contacts from Excel and Google Contacts. You can create custom user roles that grant specific permissions to control what users can see and do within your account. To help you achieve your goals, mobilize your network. Datrm.in helps professionals, campaigns, and non-profits build stronger relationships with their audiences and mobilize them for action. You can easily track online and offline contributions, make call lists, view call results in real time, and export your lists for compliance and mailing. -
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✔ A CRM that sales reps will actually use. ✔ Sales reports that meet your needs. ✔ Increased sales growth for all. Sales reps are better suited for talking than typing, which is why they're in sales and not behind a desk. Entering CRM data manually takes an average of 1.5 hours per day. To maximize sales and simplify reps' lives, we've developed Telenotes as a system that leverages their natural inclination to talk and not type. Reps can update their CRM in 47 seconds, so they can increase sales and boost productivity with less effort.
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Jobin.cloud
Jobin.cloud
€7.99 per month 1 RatingAutomate your LinkedIn profile searches and imports to simplify prospecting. The first step in any business is to find and engage with the right people. Without proper automation, browsing social networks can be frustrating and time-consuming. In just one click, import in FULL (not just Name, Role) hundreds, if not thousands, of potential leads. LinkedIn will not track you and allow you to do more than regular users. You can view a profile and import it into your Jobin repository by simply enabling Auto Import. You can seamlessly merge everything, so you don't end up with duplicates. LinkedIn profiles are full of useful information. However, they don't always have all the answers. Emails, phone numbers and other social media profiles are often kept private or not mentioned. -
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Dyalogo
Dyalogo SAS
This is a fully cloud-based platform that adheres to top-tier quality standards set by Google Cloud Platform. Utilizing WebRTC technology, it is compatible with all operating systems, requires no VPN, and operates on minimal bandwidth, making it especially suitable for remote work environments. The platform facilitates seamless communication with your customers via various channels, including phone calls, email, chat, WhatsApp, SMS, and web forms. Engage with your customers through their preferred channels while ensuring convenience and efficiency on your end. As an omnichannel contact center solution, we not only streamline communication with customers across multiple platforms but also enhance the experience for both clients and agents, allowing for the integration of different interactions into cohesive business processes. This holistic approach ensures that every customer touchpoint is effective and meaningful, ultimately fostering stronger relationships. -
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ReachEdge
ReachLocal
$149.00/month Engaging with marketing leads, maintaining their interest, and identifying the most effective marketing strategies are crucial tasks. ReachEdge software, developed by ReachLocal, is designed to assist with these objectives. In today's environment, consumers encounter a multitude of advertising messages across diverse platforms, whether through mobile devices, websites, social networks, or traditional media. We are here to provide support. Digital presence permeates every aspect of your operations, and as the sole prominent local media organization affiliated with the USA TODAY Network, we have earned the trust of businesses like yours in navigating the complexities of this digital landscape. By partnering with a renowned global leader in digital marketing, ReachLocal, we are enhancing local digital marketing efforts to deliver even more significant results, driven by our commitment to achieving impactful outcomes for your business. Our organization, along with our products and corporate culture, consistently receives recognition for excellence in the industry, further solidifying our reputation as a leader in the field. -
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Raynet CRM
Raynet CRM
$25.00/month/ user Simplify your CRM. All your contacts, deals, sales pipeline analysis, and calendar information - all in one spot Perfectly organized data will simplify your work and give a complete overview of your business. RAYNET CRM is a tool that will help your salespeople and managers. It gives them the tools to score, and the managers the tools they need to monitor the business' future prospects and to keep it in line. You can see who, what, when, with whom, and for how much. This gives you a good overview of the performance of your salesmen. You have complete control over your sales and can save time on meetings and tailoring proposals. Why Raynet? • Easy integration with your calendar, eMail, and phone, • All your data in one location • Your team can work anywhere. • An immediate analysis of your sales score • Increased productivity and effectiveness Get a free trial for 30 days to make sales easier. -
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Microsoft Outlook
Microsoft
48 RatingsConnect, organize, and accomplish tasks efficiently with everything you need—email, calendar, and contacts—all seamlessly integrated in one location. Experience enhanced productivity as you manage emails, schedules, tasks, and more, all from a single interface. With Office integration, you can easily share files directly from OneDrive, access your contacts, and view LinkedIn profiles without any hassle. Schedule conference rooms and manage meeting RSVPs directly through your calendar for a streamlined experience. Collaborate effectively by sharing calendars to coordinate plans and check your colleagues' availability effortlessly. Enjoy peace of mind with the robust security measures that are trusted by some of the largest organizations globally. Outlook works tirelessly to safeguard your sensitive information while ensuring it does not hinder your workflow. It anticipates your requirements by automatically adding travel plans and bill payments to your calendar, complemented by smart reminders that help you stay organized. With an efficient search feature, finding the information you need is quick and easy, making your workday smoother than ever. -
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Solve CRM
Norada
$25 per user per monthAddressing Service Management CRM can be quite challenging when it comes to customer service. We focused on this issue, and the results were quite positive. Our expertise in service management, scheduling, and sales has gained us a solid reputation. We aim to streamline all aspects of record-keeping, communication, scheduling, and sharing information, particularly in mobile environments. Transitioning from outdated methods like paper, spreadsheets, and cumbersome software is essential. The system also proactively alerts staff about necessary actions and emphasizes priority tasks. This approach significantly simplifies the process for all staff members, enabling them to enhance service quality and provide proactive support effectively. Ultimately, our goal is to foster an environment where every employee can easily contribute to improving customer interactions. -
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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.
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Ablifree
Bluemark
We have developed an immensely powerful database over the years through our various online platforms, which enables effortless connectivity among the global business members of ABN. ABN is designed specifically as a growth system, recognizing that businesses must undergo a structured process to achieve expansion. This journey to growth encompasses stages such as Digital Readiness, Digital Transformation, targeted digital outreach, access to cross-border markets, and the facilitation of global online sales. With a robust network of over 50,000 business members worldwide, ABN serves as a vital support system for enterprises, whether they are local or international. Once a business joins the ABN community, it enters a proven system geared towards growth and assured success. As the old adage goes, while businesses may fail, systems remain resilient. Take the first step towards a transformative Growth System for your business today! With ABN’s effective and efficient approach, any organization can unlock its potential and experience significant growth. -
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VoApps DirectDrop Voicemail
VoApps DirectDrop Voicemail
DirectDrop Voicemail allows you to respectfully send voicemail messages that can be customized and allow customers to respond at their own pace. Instead of spending your time dialing and waiting for the phone to ring, let the word get out to your entire audience. Then, spend your time talking to the people who are ready to talk. DirectDrop Voicemail allows you to leave a voice message, without having to call. This allows the consumer to respond at their own time. Your agents will remain focused on answering calls from consumers who are ready to talk. Instead of transferring to the tower, carriers switch to voicemail server. Reaching people is harder than ever, especially when asking for money. You can increase loan conversions by quickly contacting your customers and giving them the power back. -
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ContactBase
ContactBase
Develop relationship maps to gain a strategic advantage in the political landscape surrounding your transactions. Identify both supporters and resistance to determine where to allocate your efforts effectively. Document insights and outline the influence dynamics among key stakeholders. Consolidate and synchronize your contacts across both professional and personal devices to establish a comprehensive address book. Arrange this address book by organization and enable searching by job title. Identify and eliminate duplicate entries. Record significant information and observations in real time. Visualize your contacts within the organizational context they belong to, complete with hierarchical reporting lines. Emphasize various departments and business units. Seamlessly share your organizational charts with colleagues in just moments. Identify discrepancies within your address book data. Refresh job titles and company names to enhance your Contact Identification Score. Ensure your updated address book is synchronized across all your devices. Label key contacts strategically, including decision-makers, budget authorities, executive sponsors, and advocates, to optimize your networking approach. By taking these steps, you can significantly increase the effectiveness of your business relationships and improve your overall success in negotiations. -
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Covve notifies you about the optimal moments to connect, ensuring you're aware when relationships start to fade. After each conversation, you can document your insights, guaranteeing that no detail slips through the cracks. You can track your networking achievements weekly, utilize tags to efficiently categorize your connections, and set up reminders for successful networking practices. The app features an advanced business card scanner to digitize your contacts with precision. By fostering meaningful connections, you can enhance both your personal and professional life. It serves as a robust tool for relationship management, offering people-centric notes and reminders. Furthermore, Covve helps you oversee your relationships more effectively, opening doors to potential business ventures. After your discussions, you can keep meticulous notes to capture every important point. Additionally, you can access curated news that impacts your contacts, ensuring you are well-informed before making a call. This comprehensive approach makes networking more strategic and engaging.
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SalesNexus
SalesNexus
$45 per user per monthBy automating tasks for your sales team and consolidating all their email interactions onto a single, user-friendly contact interface, you can transform them into highly effective selling powerhouses! Don't allow potential leads and revenue to go unaccounted for any longer! For roughly $2 a day, you can enhance your outreach to more prospects through diligent follow-ups and email campaigns, streamline your sales team's organization, capture leads directly from your website, and manage all communications with your team! It’s clear that achieving better organization is essential, especially since your current CRM is falling short. Make the smart choice to prevent valuable leads and revenue from being overlooked—act now! -
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BizPlanBuilder
Business Power Tools powered by Jian
$27/month Let's get it done! BizPlanBuilder®, creates a detailed business plan for "lean" development and, if necessary, a convincing investor pitch to raise capital at the best terms. BizPlanBuilder allows you to quickly and efficiently create a professional business plan. The online access to the pre-scripted templates for business plans in Microsoft®, Excel financial models and a PowerPoint presentation ("pitch deck") can be used to collaborate with your advisors and team. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It's the fastest way to turn your ideas into a business plan that is investment-grade and a company that is profitable. -
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Nimble
Nimble
$19 per user per year 11 RatingsThe Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles. -
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LocalContacts
OneLocal
Create, oversee, and profit from your customer database with our automated solution that streamlines contact organization, enables effective tracking of your top clients, and allows for tailored experiences to keep you memorable. It's interesting to note that a mere 20% of your clientele can contribute to 80% of your income, highlighting the importance of optimizing your outreach and revenue generation by effectively managing your existing customer data. By identifying your key customers and engaging them with customized messaging, you can foster enduring relationships that benefit your business. LocalContacts offers a suite of features designed to enhance customer interactions and facilitate database growth through various channels of engagement. Our support teams are committed to ensuring your success, providing assistance every step of the way. With an emphasis on customization, you can personalize everything from your messaging to your branding. Our top-tier features include a user-friendly cloud-based dashboard that simplifies the process of gathering customer data while also providing performance tracking and analysis tools. Prioritizing your most significant customers is crucial for sustained growth and profitability in today's competitive market. -
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Quick, simple, and precise, you can effortlessly scan business cards with your smartphone and instantly save all the information to your contacts. The app is versatile, accommodating multilingual cards with support for up to three languages on a single card. Connecting and sharing your contact information is seamless, requiring just a single tap. Sending your digital business card via email has been streamlined to take only seconds, ensuring a hassle-free experience. Secure and reliable, there's no need for physical card holders anymore! All your contacts are conveniently stored in the cloud and synchronized across all your devices, making them accessible anytime from your smartphone, tablet, or computer. With this system, you can effortlessly manage your networking needs, ensuring you never miss a connection.
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OutreachCRM
Outreach Software
$50 per monthFor two decades, we have been assisting businesses and organizations across New Zealand, which has equipped us with extensive knowledge in contact management. Founded in Dunedin, NZ, Outreach Software Limited began its journey in 2002, specializing in online contact relationship management solutions tailored for small enterprises. From the very beginning, OutreachCRM was designed as an accessible online platform, enabling users to effortlessly keep track of contacts, clients, customers, members, donors, and any other groups that require management. You can easily add, manage, and monitor all essential information related to your contacts, customers, members, or donors. Capture the data that is vital and pertinent to your organization through customizable fields. Input information using drop-down lists, free text, multiple choice, or date fields. Organize your contacts by grouping or tagging them into categories, allowing you to create targeted contact lists, pinpoint specific markets, or facilitate communication with groups. By connecting your contacts, you can also clearly define the nature of each relationship, ensuring effective management and communication. Thus, our expertise and innovative solutions continue to evolve to meet the needs of our clients in this dynamic landscape. -
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Kontact
KDE
Manage your emails, calendars, and contacts seamlessly through one interface. With Kontact, you can consolidate your email, calendar, contacts, and additional personal information into a single, cohesive platform. This integration facilitates better communication management, day organization, and collaboration with colleagues, ultimately enhancing your productivity. Kontact combines all personal information management applications into one window, providing an optimal user experience that boosts efficiency. You can access a suite of powerful tools within Kontact without needing multiple applications. Unlike proprietary online services, we prioritize your privacy and adhere to open standards, allowing you full control over your personal data. Additionally, Kontact offers the flexibility of offline data access if desired. The KMail email client, which is part of this suite, works seamlessly with popular email services like Gmail, featuring a range of tools designed to optimize productivity and streamline the handling of extensive email accounts. This makes it easier than ever to stay organized and responsive, no matter how busy your schedule gets. -
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Akruto Sync
Akruto
$2.99 per monthSay goodbye to inconsistent and unreliable synchronization. AkrutoSync guarantees that your appointments and contacts are consistently updated across all your devices without any data limitations. It establishes a direct connection between your computer and devices, bypassing the cloud for enhanced control and privacy. Once installed, AkrutoSync operates automatically, ensuring a smooth experience as it fully integrates with the native applications on your devices. Regardless of whether you're on iOS, Android, or Windows Phone, AkrutoSync ensures flawless functionality across all platforms. This straightforward solution allows you to effortlessly sync updates from your desktop Outlook to your devices and vice versa! We offer quick and free assistance to address any questions you might have about AkrutoSync's compatibility with your devices. Furthermore, you'll have clear visibility into any changes made and the ability to recover any data that might have been altered or mistakenly removed. Enjoy peace of mind knowing that your data remains secure and always accessible. -
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Business Card Reader
MagneticOne Mobile
The Business Card Reader is a mobile application designed to effortlessly transfer data from business cards into your CRM with just two taps. By taking a photo of the card, all pertinent information is instantly imported into your CRM system. This cutting-edge tool also enables users to generate a wealth of additional data regarding potential clients, partners, or colleagues. However, it's important to note that custom fields are not supported within this application. The Business Card Reader, particularly the Multi CRM edition, stands out as the most efficient, fastest, and secure method for transferring information from business cards. With compatibility for over 12 CRM systems integrated into a single application, switching between platforms is seamless. So, if you manage multiple CRMs, downloading this app will enhance your experience significantly. Furthermore, the app offers the capability to gather even more insights about your potential clients, partners, or colleagues, making it an all-in-one solution. In just moments, you can capture a business card and seamlessly upload it to your CRM account, ensuring all your essential information is organized in one convenient location. -
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Relenta
Relenta
Many individuals find it challenging to manage their responsibilities when inundated with a multitude of applications and browser tabs, all while notifications bombard them from every angle. Keeping track of countless emails and interactions can be overwhelming, especially when faced with the daunting task of completing numerous CRM forms. Rather than addressing customer issues, team members often spend their time trying to recall the last interaction with a client. With Contact Timeline, you gain immediate access to a comprehensive overview of each relationship, enabling you to engage with your clients while maintaining a personal connection. You can collaborate, assign tasks, and monitor progress—all without having to leave your inbox. Customers prefer a streamlined experience, and CIM ensures that everyone involved stays informed and aligned. Organize your contacts into specific groups and utilize a Get Things Done productivity approach to manage emails and discussions efficiently. The user-friendly interface allows you to access everything with just a single click. Additionally, with integrated email marketing capabilities, you can effortlessly send personalized messages to multiple customers at once, enhancing your outreach efforts. This seamless process not only improves efficiency but also fosters stronger connections with your clientele. -
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Futuramo
Futuramo
$6 per userFuturamo enables teams to efficiently manage their workload, distribute tasks, document bugs, and monitor time utilization. With a comprehensive array of vital project management tools tailored for creative teams, Futuramo enhances the collaborative process. The applications provided by Futuramo facilitate quicker communication and the sharing of ideas, leading to more effective teamwork. Collaborate seamlessly with both your colleagues and clients on shared projects, minimizing distractions. Explore features such as Tasks, Visual Tickets, and Time Tracker to optimize your workflow. Designed to promote teamwork among various stakeholders, Futuramo’s intelligent apps allow members to collaborate on joint projects, swap tasks and tickets, and allocate responsibilities. By adopting Futuramo, you can streamline processes and make work simpler for everyone involved in your team, ultimately fostering a more productive environment. -
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Donor Tools
Higher Pixels
$19 per monthEvery non-profit eventually encounters challenges with tracking donations. They often struggle with unwieldy spreadsheets, varying data entry standards, and volunteers who leave soon after being trained. Donor Tools addresses these complications effectively. You’re bound to be amazed at how user-friendly it is while still delivering impressive results. Whether you receive checks, cash, or in-kind contributions, or see an increase in online donations, Donor Tools makes it easy to record all forms of contributions. Simply provide a few details about yourself and your organization to get started. Setting up online giving is a breeze, allowing you to begin gathering online donations immediately. Additionally, you can log physical contributions, establish your funds, and generate reports as needed. Enjoy complete access with no restrictions during your trial period. Should you decide to continue using the service after 30 days, you’ll have the option to choose a plan and enter your credit card information for billing purposes. By streamlining the donation process, Donor Tools empowers organizations to focus on their mission rather than administrative burdens. -
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Intalk.io
Intalk.io
Intalk.io is a comprehensive call center software solution based in India that offers advanced communication features suitable for enterprises. This platform integrates various business communication methods—including voice, email, SMS, web chat, and social media—into a cohesive and powerful Customer Experience Management system. With its Cloud Contact Center Software, users enjoy a streamlined experience as innovative solutions simplify workflow management. For those prioritizing customer experience, Intalk.io is the perfect choice! It guarantees that your customers enjoy a hassle-free interaction with your brand. This call center management software is designed to help you navigate any challenges while fostering stronger connections with your clientele. Satisfied customers become your most effective marketers, spreading positive word-of-mouth about your offerings. A focus on enhancing customer experience is not just beneficial, but essential for the growth and success of your business. Ultimately, investing in your customers’ satisfaction will yield lasting dividends for your brand.