Alternatives to OneDigiFlow

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.

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

"easyGrahak" is a real-time Customer Relations & Sales Management platform. It was developed by field sales professionals who have helped businesses grow through selling products and services. It is an easy-to-use, simple-to-use tool that enables and enhances sales. It allows you to connect with your customers from a 360 degree perspective. This includes organizing, managing, and tracking all interactions across your entire company. The "easyGrahak CRM system allows you to track and manage all leads, enquiries and follow-ups. It also helps you to schedule meetings, remind clients, keep track of client records, invoices, quotes, and receipts in an easy and systematic manner.

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.

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.

Manage your business from Customer Management, Quotations and Invoices, Payments, and many more. Scale up your business with customization and automation of your accounting and invoices. Automate your workflow with recurring invoices, expense entries, and other income entries in just one click. Dashboards and reports that can be customized to provide real-time data updates. You can compare sales over months and set priorities based upon consistent data. You can customize the data views according to the roles of the employees. Send proposals or quotes to customers.

All sizes of B2B sales teams can benefit from affordable CRM. Maximize Sales Pipeline: Quickly identify key opportunities & risks & plan activities to close more opportunities with workXmate CRM. 360deg Sales Data at Fingertips: Track leads, accounts, contacts, opportunities, activities, invoices, quotes & payments. Integrated Tally Integration. Customers can see errors-free transactions. Convert qualified leads to opportunities and quotes to invoices with the CRM. Complete sales force automation in the Cloud, available as a SaaS on Demand: Give tools to your sales team to make better business decisions and close more business deals faster. Segmenting Customers to Maximize Returns: Use CRM software for segmenting customers using industry best practices. Then, focus on reaching the most profitable segments.

Every channel can be turned into a revenue stream and help drive business growth. Automately capture leads and sales enquiries via websites, emails, social media channels, phone calls, etc. The key to any business' success is the management and monitoring of its sales pipeline. Visual pipeline allows you to keep track of all the deals at different stages. 360deg customer view in one screen Communicate with your contacts via multiple channels. Access the conversation history of every contact. Focus on the important stuff and let the rest go. To automate follow-ups and assign deals to users, create rules and workflows. PipeCycle can be connected to other productivity apps. Find Leads near you, capture their location. Capture team members' locations automatically and view them on Map.

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

C-Venture is a sales enquiry management software that can be used to manage leads, follow-ups and quotes. It also allows you to manage sales orders, Manage invoicing, Proforma bill, Delivery Notes, and Manage Invoicing. C-Venture also includes Customer Support Management, which makes it a complete Customer Relations Management Software. CRM that covers all aspects of business. C-Venture's Purchase Management System is unique among all other CRM's.. CRM that can meet all business needs. Mail to Sales enquiry and mail-to Support ticket features make it easy to track emails. All enquiries and leads can be managed by sales executives. They can also manage customer contact information. All enquiries can be viewed and responded to by Sales Coordinators. Sales executives can view and respond to all enquiries. Automated daily report per sales executive based on follow-up data.

PlanProphet, a customer relationship and marketing automation engine for the printing and graphic arts industry, is designed specifically for this industry. It integrates seamlessly with the print estimating platform, integrating Salesforce to provide comprehensive customer relationship management, lead management, and data analytics. PlanProphet automates communications with customers, such as follow-ups on quotes and post-sale checks-ins, in order to increase productivity and improve the customer experience. Its system optimizes approval by allowing users send proofs to customers, monitor them in real time, and send automatic reminders. The platform offers a mobile application that allows users to view and send quotes and manage prospects in real-time. PlanProphet’s project management module powered by Asana helps track projects, streamline communications, and boost productivity.

Notes, appointments and follow-ups can be made automatically. Our Mailparser integration allows you to automatically enter leads. Book appointments online or by phone for new customers. Sync appointments with Google Calendar. Once you have set up your Google Calendar, all new appointments will automatically sync. With custom proposals, impress your clients. Cork makes it easy to create detailed proposals. Once you have completed an estimate, simply fill in the details and send it to the customer. Customers can sign contracts either on the spot or later via email. Electronic signatures can also be taken from a smartphone, tablet, or laptop. In combination with our online payment feature, estimators can eliminate the need to return to the house twice. Our job schedule will keep your business on track. Set a start/end date and assign a crew. Your crews will be able to see where they need.

Every customer is important. Every deal is important. Your efforts in customer service, marketing, and sales should be maximized. Happy customers are the best. Happy teams make happy customers. Seamless communication leads to seamless messaging The right tool can enable communication with robust technology and better problem solving. Treat your customers with respect! Make your customers feel better about your products/services. Automation is not only easy for you. Automation personalizes communication with customers. Say goodbye to manual tracking and engagement. Your sales team will always be on the exact same page. Make better deals. Get better customers Talk about satisfying customers. Support is the lifeblood of any business. Don't stop at making loyal customers. Be a brand advocate.

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.

Cloud4Feed offers omnichannel options for feedback collection. Customize the channel to match your customer touchpoints, and you will receive a large number of customer comments. By customizing the feedback triggering frequencies based on the processing time intervals of the touchpoints, you can prevent the delivery of a large number of surveys to customers. Set validity periods for feedback surveys. Set up reminders for customers who haven't yet provided feedback. Retailers can easily receive feedback from customers about their expectations of the store, brand, or store's appearance. They can also request specific products/services. In the automotive industry, feedback from customers is collected at various contact points and then reported to managers so that they can take action. Customers who have received service are contacted as soon as possible using the most appropriate channel.

We simplify Sales, Quotation and Service by moving away from scattered spreadsheets to a single, centralized application. We help you save time and keep you informed. All information about the sales process is available in one place. Customers, Opportunities, Quotations and Orders, Invoices, Service Tasks and any other information you may need. We can help you improve your communication vertically and horizontally. We offer a platform for sales managers, service reps, estimators and finance to communicate about the sales process. CRM software for sales reps offers complete information and seamless transitions. Consolidating information in one tool can increase employee productivity and communication. All customer information can be tracked in one place without any compromise on data security or ease of use. You don't have to stop improving your sales process by using a traditional enterprise CRM.

Automate your insurance marketing and lead management to maximize the power of automation. Top producers don’t have more time than you do, they just have a better way of using them. Insureio offers a systematized, automated selling approach that results in more sales, less paperwork and happier clients. Track leads, events and tasks. Forecasting for sales and productivity is possible with opportunities posted to your dashboard. Pre-built reports are also available for instant analytics. Minimize non-revenue-generating activities. Drop-ticket app fulfillment provides proactive case management, approval automation and e-Policy delivery. Automate marketing, lead generation and sales functions. With a single click, you can implement lead nurture campaigns and status driven follow-ups. Our easy-to-use app allows you to quote over 40 major carriers for term, permanent, LTC, disability, annuities, and more.

BlinQ Software is an excellent tool to create accurate, on-site quotations for window furnishing. You can create your quote in minutes, not hours. Customers & LeadsAttract and Retain More Customers & Leads. Your company will become a customer-focused business. Manage leads Manage customers Manage job locations Find leads, customers, and job locations Staff & Appointments Google Calendars allows you to schedule appointments and assign staff members. Manage unlimited staff Manage unlimited calendars Track by lead created Designate a job for your staff Quotes & JobsGet better quotes. Send your quotes instantly to your customers and allow them the freedom to accept your quote. Create quote on site Email quote to customer Quote status - Approved or Pending Convert confirmed quotes into job offers Invoices & Payments Suppliers & PO's

All employees should have one customer profile. Keep your finger on the pulse by using graphs and charts to show sales and forecasts. Track conversions end-to-end with personalized email, voice, or print with a personal touch. It works on any device. All you need is a mobile browser. Mobile bookmark Free CRM for quick access. You can view all of your sales activities in one place with our deal tracking tool and sales funnel dashboard. To help you create more effective CRM messaging, you can see where each customer is in the sales cycle. This includes their deal size, contact history, and even competitor information. Reports and Dashboards give you a clear, concise view of all the happenings. Targeted marketing campaigns can be developed based on customer history and customer profiles. Send unlimited emails to create email campaigns that include time-sensitive promotions or other opportunities. You can track your marketing in real time, improve the quality of your leads, and focus on it.

VARStreet CRM streamlines your quote management process, empowering your sales team with enhanced control. Through VARStreet CRM, your salespeople can easily track quotes, work on opportunities, add notes and activities, and perform follow-ups, resulting in better insights into quotations and orders. The CRM's advanced analytics facilitate improved follow-up on abandoned shopping carts. This comprehensive overview enables your sales team to excel in their roles, leading to increased sales. Integrated seamlessly with our quoting and eCommerce modules, VARStreet CRM becomes a natural extension of your workflow. It comes at no additional cost, making it a practical choice. Quotations generated within VARStreet automatically create opportunities within the CRM, providing your sales team with greater control. Additionally, when an opportunity is marked as closed (won or lost), the quotes are automatically updated, ensuring seamless synchronization between the two modules.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

The software was developed and managed by financial professionals with more than 20 years of experience in the development of software for the Irish broker industry. The application can manage all aspects of a firm's office, including sales, marketing, and compliance. It also includes advice, cash flow projections, compliance, product library, pipeline, and commissions management. The application also includes full Client Relationship Management. Clients and policy details can be updated and maintained by Aviva, Aviva Health and BCP Asset Management. Friends First, Irish Life and New Ireland are also included. Standard Life is not included. All insurers offer Life Protection quotes. Money Advice +CRM is a one-stop shop for all your software needs. Get email notifications of all enquiries and offer advice via best price quotes.

NO-CODE CRM, a cloud-based configurable CRM, includes website and client/vendor portals. Our CRM is highly configurable and flexible. It can be customized to suit your business processes. We can create a custom CRM to meet your needs. There are many built-in tools that you can use as soon as your account is opened. We can help you customize the functionality, reports, and experience to meet your CRM needs. The following are some of the key functionality: Client database Clients can communicate via SMS and email Monitoring client activity Notes Follow ups and scheduling appointments Design and host your website in the same location as CRM Invoice clients Clients can pay online with a credit card Online estimates, quotes, and orders for clients Online inventory management with online shop and shopping cart Clients can access online helpdesk Online advertising

You can access your job management diary from anywhere with a cloud-based service. You can send jobs directly to your site engineers mobile apps or allow them to view a list all outstanding jobs in their service route. Your account is free for 14-days. AutoVu is a free service that offers everything you need to grow your business. A brief introduction to Workforce Manager, the Field Service Management App for small- to medium-sized businesses from AutoVu Solutions. This video provides a brief overview of the core elements of Workforce Manager's field service management core components. We will discuss the diary management system, navigation and visual location of customers' properties, and work order management. The video also discusses AutoQuote, which provides instant quotations and purchase orders. Invoicing is also covered.

CRM Customer Lifecycle Management CRM, From cold prospects to happy customers for life. All customer information and activities in one place. With powerful automation and easy-to-customize sales processes, you can sell smarter and close more deals faster. Boost your ROI by launching effective marketing campaigns, finding more customers interested in your products, and increasing your customer base. Agents can deliver a delightful customer experience and create long-lasting relationships with customers by giving them 360-degree views. Track products and services, create custom invoices and send them easily, manage discounts, track payments, and grow your business. From cold prospects to loyal customers over time to brand advocates and beyond. All customer information and activities can be managed from one place. One platform allows you to manage sales, marketing, customer services, and billing. You can get a 360-degree view of your customers and avoid duplicate data entry.

A French-language, intuitive management tool that saves time will help you organize your company. Are you a small business with less than 30 employees MyClic is a tool for small businesses (SMEs and VSEs as well as Start-Ups) that helps them save time and improve their marketing management. It brings together all your data: customers, prospects and contacts. The goal: To have a global view of your company and to understand the current missions. MyClic will allow you to focus on your core business. Centralization of customer data and files will improve customer relationship management. A glance of all the tasks is required to see the status of the contracts and deals in progress.

Complete CRM software to manage customer accounts, invoicing, and project management. You want to automate and save time? Karlia is a software that can be adapted to your needs and has powerful functionalities, but is very easy to use. All-in-one CRM software that automates invoices, automated accounting, time, and projects. CRM - Get visibility on your pipelines. Manage your customer and prospect business cycles. Add custom fields. Views can be added to the directory. In one click, edit invoices and quotes. You can create quotes for your opportunities. Transform them into invoices. Purchase order, delivery note, and stock. Reduce expense and supplier management. Add expenses to your receipts. Create recurring purchases. Manage your outstanding suppliers. Automate your accounting. Connect your bank accounts. Perform the automatic bank reconciliation. Export accounting entries easily. Connect with your customers. Communicate with customers Share business documents. Validate your proofs

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

Sellsy is an online customer relationship management (CRM), and sales management software that helps you manage your sales cycle. Sellsy makes it easy for sales teams of any size or industry to manage leads, create invoices and quotes, and engage customers. Sellsy is a modular offering that can be tailored to meet the needs of each team. It includes business management, CRM/opportunity and subscription management, POS and website blog, as well as purchases, margins and expense tracking tools.

You can increase your revenue by systematically managing enquires. Track sales team activities and know where they are. Track bottlenecks to improve operational efficiency. Create jobs, assign tasks to individuals or teams, and assign them related tasks. Keep your books current. Keep track of income, expense, payment and account receivables. Always be ready to lend. VoltusFreight Freight Finance can help you grow your business. Your customers can share, enquire, get quotes, chat, negotiate and finalize quotes. They can also share POs and track shipment. Keep in touch with your partners agents. Send a quote request, get rates, chat, negotiate, or close the deal. Increase your digital web presence and platform presence. Increase your visibility in customer directories and generate more leads. Digitize your Freight Business with custom-built freight forwarder applications to meet all your business automation requirements.

All contacts are not the same. We know how complex relationships can be created by some contacts. Aritic Sales offers a flexible and effective way to establish relationships with contacts of any type. You can link a contact to another company, which could help speed up the buying decision. Aritic Sales CRM software gives you a 360-degree view of both the macro and micro levels. You can identify deals (open, won, lost), set milestones and track customer interactions. You also know how likely it is that a deal will be closed. Track customer journeys, monitor real-time information, establish relationships and capture new leads automatically to maintain your sales pipeline. All the advanced CRM features you need to manage your sales funnel and ensure a smooth sales cycle.

Sales Simplify allows salespeople to save up to three hours per day, by reducing the amount they have to do. It has been used in India and the USA, and now it's time for it to be expanded worldwide. Convert your leads into junk with a single click! Keep track of notes, logs and emails in a 360-degree view. Sales Simplify allows you to easily organize Leads, Contacts and Activities, track and schedule tasks, and manage them all in one place. You can also get detailed reports to help you make more accurate decisions that increase your conversion. Drag and drop sales pipelines that reduce long processes, increase deal velocity, sales & growth.

It is simple and essential. This is what the seller wants! The sales funnel was created for the sales team to spend more time on strategic functions. To add opportunities, click one button. The crm software can be used to: Manage the b2b/consultative sales team and process. Reduce spreadsheets and lackluster control. Learn about sales indicators. Don't miss sales opportunities. Be the best! Never lose customers because of poor follow-up! To close more deals, build relationships throughout the sales process. The only crm that uses gamification to increase commercial team engagement. Motivate and engage salespeople, keep them running smoothly, and get feedback to help you reach your goal every day. The Acceleration Plan is the fastest and most efficient way to ensure that your CRM CRM gives you the best results for your Sales Funnel manager as well as his sales team. It's not about configuring the CRM. It's about immersing yourself into your sales process using our methodology.

Team365 CRM offers a simple and clean interface layout with a variety of unique features to increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function. Below are some Team365CRM features. - Sales pipeline: Drag and drop deals, add activities, and follow up on leads using our visual pipelines - Automations: Automate sales-related tasks to help you stay focused on your deals - Lead generation: Create, prioritize, and follow-up on leads with a multi-feature toolkit - Integrations: Use our API or one our 275+ integrations to seamlessly integrate Team 365CRM into your business Dashboards: Forecast, focus, and track the impact of your team’s actions with reports and insights

VISION, a fully customizable CRM and Management Information System, allows you to manage your business. It's a data warehouse which brings together financial management, project management, and quality management all in one place. VISION is a powerful Custom CRM/Management Information System that brings all your business data together under one roof. The modules and dashboards of VISION can be customized to fit your company's needs. You can manage your customer contacts, communicate with suppliers, and plan your sales activities. You can sync your emails with Outlook, track your email marketing campaigns, and raise your invoices and quotes. You can also manage large-scale projects and your own quality systems throughout the organization.

The features offered were too complicated and expensive for the needs of the organization. A consultant was often required to install and configure the CRM for all users. The software was also difficult to use for most users. Use a powerful search tool and flag important messages from current and prospective clients. Integrate your calendar to see a complete picture of your sales and schedule. To do your job well, you need to see the data and information that is most important. Reporting should not be confusing, but clear. We make sales metrics concrete, actionable, and ideas-generating. You can quickly see where you are with your current and prospective clients. Then schedule a follow up to ensure they are taken care. Once a new member of your team joins the team, transfer all communications and activities quickly to them. This will make the transition seamless.

EliteMarinas is designed exclusively for marina operators and will meet the business management needs of marinas of all sizes. For maximum efficiency, gain a high level control and visibility of the entire operation. Manage all chargeable tasks through direct links to the finance module, ensuring that jobs are completed on schedule and invoiced appropriately. With an advanced activity planner, you can manage batch processing more efficiently. You can manage berths, boats and a marina directly from the interactive map. The enhanced filtering capability makes it easy to identify vacant berths and boats for sale. You can gain full visibility and control of the sales cycle. This will allow your salespeople to manage existing deals effectively and ensure that your customers receive the best care at each stage.

Sales CRM can improve productivity and visibility for sales teams. Bulit for Sales People. Sales CRM to improve pipeline and funnel visibility for sales teams. Our Valued Services What We Offer 360 o Customer Access & Identification of Customer Profiles & Touchpoints (websites, products, interactions) from one screen. Lead Scoring. Lead Scores. Use lead scores to determine which sales leads are hot and which ones are not. Data-backed insights help you prioritize follow-ups. Auto lead assignment Let the CRM automatically assign leads for you to hand-picked salespeople. Tasks, notes, and files Create tasks for leads and customers. Collaborate with your team to complete tasks. Quick notes can be made for each contact. Files can be shared and managed. Sales Pipeline In a single glance, locate all the deals at each stage of your pipeline. To get a better overview of your pipeline, sort and filter deals. One click to communicate.

Zendo allows businesses to deliver services to customers from one location. Zendo makes it easy to sell custom services online. It also saves time by reducing context switching and manual repetitive tasks. Zendo can eliminate email, project management, accounting, proposal, CRM tools, and other context switching. You can manage the entire sales and delivery process from A through Z. A is when a customer contacts you with an inquiry, while Z is when the service has been delivered. For maximum convenience, customers can pay via the chat link right after you have sent them an estimate. Zendo has a simple-to-use Customer Profile and chat-like Communications tab. This allows you to manage all communication between your team members and customers. You can view all customer's past requests and search all shared files between them.

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

SP CRM is a simple but powerful CRM built on Office 365. It provides a complete view into the sales pipeline and activities. It can support the entire sales cycle, from lead capture to opportunity tracking and account management. SP CRM is built on Office 365 and Microsoft Teams. It can be used as a part of your sales team's day without the need to log in to another program. Your sales reps can track opportunities and have access to all the documents, information, knowledge, and documentation they need to close the deal. The portal collaboration features allow sales staff, such as sales engineers, sales developers, and sales managers, to work together. SP Projects and SP Customer Service can be combined to create a complete customer management solution.

Delta Sales CRM is a sales management software that allows you to manage all aspects of your sales cycle. It can help you manage customers, leads, invoices, and sales activities from one platform. Your data will be safe and your leads will stay organized. Customer relationships will be enhanced if you pay attention and respond promptly. Automate repetitive tasks and save time. Double team communication with a managed sales pipeline, reminders, and notifications. You can track and have a better understanding of lead sources, which will enhance your decision-making. Sales would be increased if you have organized information, timely communication, and follow-up. You can save 20 hours per month by storing all customer and lead data in one place.

Konnect CRM software allows your marketing, sales and customer service teams to work together. They can share information and manage all interactions with prospects, customers and leads. Konnect CRM helps sales teams win more deals. Many CRMs don't work because they offer little value to sales teams. Konnect CRM is different because it offers excellent features and customer service to help small businesses succeed. Konnect CRM is designed for SMEs to help them manage their sales processes effectively and quickly. The Konnect CRM solution helps manage the customer relationship from pre-sales through to post-sales. Konnect CRM allows companies to manage their customers throughout the entire life cycle, from acquisition to after-sales support. Konnect CRM has some unique features that allow companies to easily upsell, cross sell, and retain their most loyal clients.

CRM for solar companies. You can streamline your sales process, from lead management and technical and economic assessment to proposal preparation, esigning and billing. Solar Logics includes a cost and size calculator for solar panels. We know that different solar installers have different methods of calculating the system size. Solar Logics makes it easy to add your technical, geographic, and constructional constraints to the calculator. Solar Logics lets you enter loan and incentive details, regardless of how many lenders you have and in what states you are located. This information is used to estimate the short- and long-term savings and to calculate the cost of the proposal document. Based on the results of the calculators, Solar Logics generates proposals for solar energy systems. Your proposal will include the tables and charts that show electricity bills before and after solar installation, savings, incentives, projected payback period and breakdown of loan repayments.

Aptean CRM uses industry best practices to help customers and increase competitive advantage. Are you ready to create quantifiable business results and reduce risk and expense? Aptean CRM gives customers a complete view. It is designed to give your organization accurate sales, marketing, and customer service information. This will ensure that all departments are in sync and organized. Aptean CRM software provides detailed customer information, including sales, marketing, and service history. It also allows you to make data-driven decisions based upon real-time data. Aptean CRM allows you to streamline your business processes, automate everyday tasks, and save time and money. Our CRM software supports sales staff throughout the entire sales process, from scheduling appointments and following-up reminders to writing emails and generating quotations.

AtemisCloud CRM is used by over 1500 companies in many business sectors. With 22 years of experience, it provides all the modules you need to manage your sales. Get a quote quickly. Follow your own process. Share data and files among your customers and business partners.

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

CampaignerCRM™, PRO is a next-generation CRM system that integrates email marketing. It comes with easy-to use features that will help you close more deals. You have instant, anywhere access to all your leads, contacts and information. This is a CRM solution that your sales team will love to use. It's so simple! CampaignerCRM PRO is feature-rich and robust. It allows unlimited seats, contacts, and users, and can handle up to 10,000 emails per person. This solution is ideal for companies that have a simpler sales process. It offers the following advanced features:

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.

IrisApt CRM software was developed from our personal needs and 15 years' experience in small business sales. IrisApt can be used by anyone, as it is simple and sales-oriented. It is simple to get started because it requires no installation. Simply sign up and you will be able to start using it immediately. There are no complicated workflows or processes. Everything is about understanding deals and structuring them into visual buckets. IrisApt allows firms to quickly and accurately process customer orders and requests, as well as the ongoing management of customer accounts. IrisApt allows firms to manage customer relationships more effectively at all stages of the relationship lifecycle, from initiation through maintenance and termination. IrisApt uses cutting-edge technology that follows best CRM practices. Users can also customize the entire application with just a few clicks.