Alternatives to OneDigiFlow

Utilize BidBook in Salesforce CRM to oversee your bids, revenue, and projects effectively. It facilitates the management of relationships that generate demand for new projects. The platform allows for the submission of proposal estimates and the organization of follow-up tasks. Users can monitor the estimation queue and upload relevant estimates. It also enables the invitation of approved suppliers to participate in bidding for specific scopes of work. Additionally, BidBook oversees the supplier bidding process and manages the overall budget efficiently. It generates comprehensive proposal documentation and encourages team collaboration. By aggregating all incoming bidding opportunities, BidBook helps streamline the collection of necessary files, drawings, and addendums. Bids can be assigned to sales and estimation teams for active pursuit. Users can assess the pending demand for projects, analyze revenue schedules, evaluate profit margins, and review win/loss metrics. The platform also allows for the approval of purchase orders and the initiation of invoices, ensuring a smooth workflow from bid management to project execution. With BidBook, every aspect of the bidding and project management process is organized in one cohesive tool.

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 cutting-edge platform for Customer Relationship and Sales Management, developed with insights from seasoned sales professionals who have successfully driven business growth through their selling experiences. This user-friendly tool empowers businesses by offering a comprehensive 360° view of their customers, allowing for the organization, management, and tracking of every interaction across the organization in a structured manner. With the “easyGrahak” CRM system, users can efficiently handle and monitor all leads, inquiries, follow-ups, meeting schedules, reminders, client records, quotations, invoices, and receipts, ensuring that nothing falls through the cracks. This system not only simplifies these processes but also enhances overall productivity and communication within the organization. Ultimately, “easyGrahak” serves as an essential ally for businesses aiming to elevate their customer relationship management and sales performance.

Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.

Sales Desk provides invaluable access to the data produced by your team during their work processes. By compiling and completing sales reports, you can pinpoint the strengths and weaknesses of each sales representative while maintaining an overview of the entire sales cycle. This tool offers a comprehensive understanding of your customer base and their purchasing behaviors. Moreover, Sales Desk encourages sales reps to follow up on their meetings and various activities, alerting you to significant opportunities nearing closure, thus ensuring you have complete visibility into your team’s sales processes. Additionally, Activity Base allows users to organize their daily tasks and monitor upcoming or outstanding activities efficiently. Each opportunity can also be connected to a quotation, which can be updated and managed easily, facilitating the creation of tailored quotations for both the company and its users. As a result, this integrated approach enhances overall sales performance and customer satisfaction.

Oversee various aspects of your business, including customer relations, quotations, invoicing, and payment processing, while also exploring additional features. Enhance your operations by personalizing and automating your invoicing and accounting processes to drive growth. Effortlessly streamline your workflow with automated recurring invoices, as well as expense and income entries, all achievable with a simple click. Gain insights through tailored reports and dashboards that provide real-time data updates. Analyze sales trends across different months and prioritize tasks based on reliable data. Adapt the presentation of data to align with individual roles within the organization. Additionally, you can create and dispatch quotes or proposals directly to your clients, ensuring a smooth communication process. This comprehensive management system empowers you to make informed decisions and optimize your business operations effectively.

Discover an affordable CRM solution tailored for B2B sales teams of any size. Enhance your sales pipeline by swiftly pinpointing crucial opportunities and risks while organizing activities to successfully convert more leads into customers with workXmate CRM. Access comprehensive sales data at your fingertips, including tracking for leads, accounts, contacts, opportunities, activities, invoices, quotes, and payments. With integrated Tally functionality, ensure transactions are error-free and transparent for customers; effortlessly transition qualified leads into opportunities and quotes into invoices using this CRM. Enjoy complete sales force automation available on the cloud as a Software as a Service (SaaS), empowering your sales team with the tools necessary to make informed business decisions and close deals more rapidly. Furthermore, leverage the CRM's capabilities to segment your customer base effectively, applying industry best practices to concentrate on engaging your most lucrative segments for maximum returns.

Transform every channel into a source of revenue to fuel business expansion. Effortlessly gather leads and sales inquiries from websites, emails, social media platforms, phone calls, and more. The key to a thriving business lies in effectively monitoring and managing the sales pipeline. A visual pipeline enables you to keep track of all deals at different stages seamlessly. Gain a comprehensive 360° view of your customers on a single interface for enhanced insight. Engage with your contacts through multiple communication channels while having access to their conversation history. Prioritize what matters most and automate the rest for efficiency. Establish rules and workflows to streamline follow-up processes, and automatically assign deals to team members. Integrate PipeCycle with other productivity applications to enhance functionality. Identify lead locations and discover potential clients nearby effortlessly, while also automatically tracking the locations of your team members and displaying them on a map for better coordination. By leveraging these tools, businesses can optimize their operations and significantly improve their sales outcomes.

C-Venture is a complimentary Sales Enquiry Management tool designed to fulfill the requirements of managing leads, quotes, follow-ups, sales orders, invoicing, proforma invoices, delivery notes, and more. Additionally, it encompasses Customer Support Management, transforming C-Venture into a comprehensive Customer Relationship Management software that addresses every facet of business operations. The inclusion of a Purchase Management System sets C-Venture apart from other CRMs, ensuring it meets the diverse needs of all businesses. Its features, such as mail-to-sales enquiry and mail-to-support ticket functionalities, alleviate the hassle of email tracking. Sales executives have the capability to oversee all their enquiries and leads, while also managing customer contact information with ease. Sales coordinators are equipped to view and respond to all enquiries seamlessly, enhancing team collaboration. Moreover, sales executives can update their follow-ups—whether they be visits, phone calls, or emails—and keep their team informed about these interactions. Each sales executive receives an automated daily report based on their follow-up activities, promoting accountability and performance tracking. Thus, C-Venture not only streamlines sales processes but also fosters better communication and efficiency within teams.

Explore how Apptivo CRM Software can enhance your ability to attract, engage, retain, and delight a larger customer base. Say goodbye to the hassle of managing multiple applications. By utilizing this tool, you can significantly enhance your productivity and strengthen your client relationships through seamless management of Customers, Finances, and Support directly from your mobile device. This comprehensive CRM includes a variety of applications such as Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports—all in one place. It's a user-friendly online CRM system designed to keep your contacts, reminders, files, and communication history organized. As your business expands and you require additional applications, you can conveniently add them from the App Store at any time. Effectively manage your sales pipeline, monitor employee performance, and close more deals than ever before. You can easily track your sales and quickly convert them into invoices for prompt payment! Our commitment is to spare no effort in supporting our clients and ensuring their businesses flourish. With Apptivo, you receive everything you need in a single cloud-based solution, encompassing CRM, Project Management, Invoicing, and much more. This integrated approach not only simplifies your workflow but also fosters long-lasting customer relationships.

PlanProphet is a specialized customer relationship management and marketing automation solution designed specifically for the printing and graphics sector. Built on the Salesforce platform, it integrates flawlessly with print estimating software to deliver essential features like lead management, data analysis, and thorough customer relationship capabilities. By automating communication with customers—such as reminders for quotes and follow-ups after sales—PlanProphet significantly increases efficiency while improving the overall customer experience. This platform enhances the approval workflow by enabling users to send proofs directly to clients, monitor their status in real-time, and automatically dispatch reminders. Additionally, it includes a mobile application that allows users to retrieve customer information, generate and share quotes, and oversee potential clients instantly. With a project management feature powered by Asana, PlanProphet not only facilitates project tracking but also encourages streamlined communication and heightened productivity with ease. Overall, this innovative solution represents a significant advancement in how businesses in the printing and graphics industry manage customer interactions and project workflows.

Effortlessly manage notes, schedule appointments, and automatically track leads. Utilize our Mailparser integration to ensure leads are entered without manual effort. New clients have the flexibility to schedule appointments either online or by phone, with seamless syncing to Google Calendar. Once set up, any new appointments will automatically synchronize. Impress your clients with professional custom proposals, as Cork simplifies the process of creating comprehensive proposals. During an estimate, just fill in the required fields and send it directly to the client via email. Clients have the option to sign contracts immediately or later through email correspondence. Collecting electronic signatures is convenient, as it can be done using a phone, laptop, or tablet. When paired with our online payment functionality, estimators can avoid the hassle of making a second trip to the site. Stay organized with our integrated job scheduling feature, allowing you to set start and end dates while assigning crews. This way, your crews can easily see their assignments and know where they need to be at all times. Furthermore, this system enhances overall efficiency, ensuring that no appointments or tasks are overlooked.

Each customer is significant, and every transaction is crucial. Focus on maximizing your efforts in sales, marketing, and customer support to ensure customer satisfaction. Happy customers lead to satisfied teams. Effective communication facilitates consistent messaging across all platforms. Utilizing the right tools enhances communication through advanced technology and improved problem-solving capabilities. Show appreciation to your customers and enhance their perception of your products and services. Automation not only simplifies tasks for you but also personalizes interactions with your customers. Say farewell to cumbersome manual tracking and engagement processes. Your sales team will always operate with the same understanding. Strive to create better deals and foster stronger customer relationships. Discuss the importance of delighting customers! Exceptional support is essential to a thriving business. Aim not just to cultivate loyal customers but to turn them into enthusiastic brand advocates. By prioritizing customer experience, you establish a foundation for sustained success.

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.

With Cloud4Feed's versatile feedback collection methods, businesses can tailor the channels used for gathering customer insights based on various touchpoints, leading to an increased volume of feedback. By adjusting the frequency of feedback requests according to the processing times at these touchpoints, companies can avoid bombarding customers with too many surveys at once. Implementing validity periods for feedback submissions ensures that responses remain relevant and timely. Additionally, businesses can set up reminders for customers who have not yet provided their opinions, making the process more engaging. This enables customers to express their expectations regarding the brand or store, share their thoughts on the store's ambiance, and voice any specific requests about the products or services offered. In the automotive industry, for instance, feedback is systematically collected at multiple contact points, allowing management to act on the insights gathered effectively. Moreover, the most suitable communication channel is identified for customers who have recently received service, ensuring prompt outreach. This proactive approach not only enhances customer satisfaction but also fosters a culture of continuous improvement.

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 serves as an ideal solution for swiftly generating precise on-site quotes for window furnishings, allowing you to produce a quotation in just minutes instead of hours. Enhance your ability to attract, retain, and oversee both customers and leads to transform your business into a customer-centric entity. Effectively manage your leads, customers, and job locations while easily searching through them. Schedule appointments seamlessly in Google Calendars and assign the most suitable staff for each task, accommodating unlimited personnel and calendars while tracking leads efficiently. Improve your quoting process by delivering instant quotes that enable customers to conveniently click and accept them, with the option to create quotes directly on-site and email them for quick access. Monitor the status of your quotes—whether pending or approved—and convert confirmed quotes into actionable jobs. Additionally, efficiently handle invoices, payments, suppliers, and purchase orders to streamline your operations further. This comprehensive approach not only saves time but also enhances customer satisfaction and business growth.

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.

Maintain a unified customer profile accessible to the entire organization. Stay informed with visually engaging graphs and charts that illustrate sales performance and forecasts. Monitor conversions thoroughly using personalized communication channels, including email, direct mail, voice, and print, all tailored to each individual. Access the platform from any device—just open your mobile browser, as no app installation is necessary. Utilize the mobile bookmark feature for quick access to the Free CRM. Our deal tracking system and sales pipeline dashboard offer a real-time, detailed view of all sales endeavors. Understand the status of every customer within the sales cycle, including deal size, communication history, and insights on competitors, enabling you to create more impactful CRM messaging. With Reports & Dashboards, you gain a seamless and precise overview of ongoing activities. You can craft targeted marketing initiatives tailored to customer profiles and historical data. Launch email campaigns for timely promotions and opportunities without limits on the number of emails sent. Monitor marketing efforts in real-time, allowing you to concentrate on enhancing the quality of your lead generation while adapting strategies based on immediate feedback. Additionally, these capabilities empower your team to make data-driven decisions that can significantly enhance overall sales effectiveness.

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.

Developed and managed by seasoned professionals in the financial services sector, this software emerges from over two decades of expertise in creating applications for the brokerage industry in Ireland. It is tailored to address the complete office needs of both large and small firms, covering aspects such as marketing, sales, advisory services with comprehensive needs assessments, cash flow forecasting, compliance, a detailed product library, and management of pipelines and commissions. Additionally, it includes a thorough Client Relationship Management system. Client profiles and policy information are continuously updated and maintained in collaboration with various insurers, including Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, and Standard Life, with life protection quotations sourced from all providers. Money Advice +CRM consolidates all necessary software tools for brokers within a single solution. Users can offer advice through competitive price quotes on their website and receive email alerts for every inquiry made. This integrated approach ensures that brokers can efficiently manage their operations while enhancing client engagement and service delivery.

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

Experience a cloud-based job management diary that is accessible from any location. You can send tasks directly to your site engineers' mobile applications or provide them with a comprehensive list of all pending jobs within their service route. Enjoy a free user account for the first 14 days. With nothing to lose and everything to gain, explore AutoVu today and begin enhancing your business with our advanced field service management tools. This introduction to Workforce Manager by AutoVu Solutions showcases the Field Service Management Application designed specifically for small to medium-sized enterprises. In this brief video, we present an overview of the core components of Workforce Manager's field service management capabilities. Key features include an efficient diary management system for a thorough examination of each engineer's schedule, effective navigation, and the visual tracking of customer locations, as well as work order management. Additionally, the video addresses AutoQuote, which facilitates detailed instant quotations, purchase orders, and invoicing, ensuring you have all the tools needed for streamlined operations. By utilizing these services, you can significantly elevate your business efficiency and customer satisfaction.

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.

Streamline your operations and enhance your company's efficiency with a French management tool designed to be both effective and user-friendly. If your team comprises fewer than 30 employees, MyClic serves as the ideal solution for small businesses like SMEs, VSEs, and start-ups aiming to optimize their marketing management and boost performance. This management platform simplifies your daily tasks, enhances organizational structure, and consolidates all crucial information such as contacts, clients, prospects, quotes, invoices, ongoing projects, agenda, revenue, and profitability. The main goal is to provide a comprehensive overview of your business while keeping track of current assignments. By utilizing MyClic, you can concentrate more on your primary business functions. Additionally, the tool significantly improves customer relationship management by centralizing all relevant files and data related to client interactions. With just a glance, you can easily assess planned activities and monitor the status of ongoing deals and contracts, making it an indispensable asset for any growing business.

Boost your revenue by implementing a systematic approach to managing inquiries. Gain insight into your sales team's activities and simplify task tracking. Identify bottlenecks to enhance operational efficiency. Create jobs and associated tasks, assigning them to either teams or individual members. Maintain updated financial records, monitoring income, expenses, payments, accounts receivable, and accounts payable to ensure you're always prepared for credit opportunities. Expand your business potential with VoltusFreight Freight Finance. Enable your customers to submit inquiries, obtain quotes, communicate, negotiate, finalize agreements, share purchase orders, and monitor shipments seamlessly. Maintain consistent communication with your partner agents by sending quotation requests, receiving rates, and finalizing the status through chat and negotiation. Amplify your online presence and visibility in private customer directories to attract and generate more leads. Transform your freight business by utilizing custom-built freight forwarder applications tailored to meet all your automation requirements, thereby enhancing overall business efficiency and growth. The integration of these solutions will not only streamline operations but also create a more engaging experience for both customers and partners.

Discover Karlia, a comprehensive CRM solution designed for effective customer tracking, invoicing, accounting, and project management. If you're looking to streamline your processes and implement automation, Karlia is tailored to meet all your requirements with its robust features that remain user-friendly. This all-inclusive CRM platform integrates invoicing, automated accounting, and project management into one seamless experience. Enhance your pipeline visibility and efficiently oversee the business cycles of both prospects and customers. Customize your experience by creating unique fields and adding personalized views to your directory. With just one click, you can edit quotes and invoices, seamlessly transforming opportunities into actionable invoices. Manage purchase orders, delivery notes, and inventory effortlessly while simplifying your expense and supplier management. Easily log expenses alongside receipts and set up recurring purchases to ensure smooth operations with your suppliers. Automate your accounting processes by connecting your bank accounts for automatic reconciliation and hassle-free export of accounting entries. Foster strong connections with your customers by communicating effectively, sharing essential business documents, and obtaining necessary validations for proofs. In this way, Karlia not only meets your business needs but also helps you build lasting relationships with your clients.

Oversee your entire sales process seamlessly with Sellsy, an all-in-one online customer relationship management (CRM) and sales management platform. Sellsy empowers sales teams of any size and sector to efficiently handle and monitor leads, generate quotes and invoices, and connect with customers effortlessly. Its modular design caters to the unique requirements of each team, offering a range of tools including business management, CRM/opportunity management, subscription management, point of sale, website blogging and e-commerce features, as well as tools for managing purchases, margins, and expenses. With its comprehensive functionality, Sellsy ensures that teams can streamline their operations and enhance customer engagement effectively.

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

Contacts vary significantly in their nature, and we recognize that some can lead to intricate relationships. Aritic Sales offers a versatile and skillful approach to forge connections with diverse contacts, seamlessly integrated within the CRM platform. For example, it's possible to associate a contact with an unrelated business if that alliance could expedite the purchasing process. By utilizing Aritic Sales CRM software, you can attain a comprehensive 360-degree perspective on both macro and micro levels, enabling you to pinpoint deals—whether they are open, won, or lost—set crucial milestones, monitor customer interactions, and assess conversion probabilities. The system automatically captures new leads from all your channels, allowing you to oversee customer journeys, track real-time data, and intelligently manage and foster relationships to maintain a robust sales pipeline. This suite of advanced sales CRM features ensures you have everything necessary for a seamless funnel management process and a highly efficient sales cycle. Ultimately, Aritic Sales empowers you to optimize your sales strategies and enhance customer engagement like never before.

Sales Simplify is a revolutionary application designed to help sales professionals reclaim up to three hours each day by significantly minimizing their administrative workload. Having already made waves in the USA and India, this innovative tool is ready to take on the global market. Transform your potential leads into meaningful opportunities with just a single click, all while effortlessly keeping track of notes, logs, activities, and emails for a comprehensive 360-degree perspective. With Sales Simplify, organizing leads, contacts, and activities becomes a breeze, enabling you to track, schedule, and manage tasks from one centralized platform while generating detailed reports that empower you to make informed decisions that enhance your conversion rates. The intuitive drag-and-drop sales pipeline streamlines processes, reduces unnecessary delays, and accelerates your sales velocity and overall growth, making it an essential asset for any sales team looking to enhance productivity. Now is the perfect time to leverage this powerful tool and transform your sales approach.

Straightforward and crucial, this encompasses everything the seller desires! The sales funnel was crafted for the sales team to save time on strategic tasks, enabling the addition of opportunities with just a click. Utilize the CRM software to oversee the B2B and consultative sales team and their operations. Say goodbye to spreadsheets and disorganization. Gain insights into sales metrics. Ensure that you capitalize on every sales opportunity. Surpass your targets! Never let customers slip away due to inadequate follow-up! Foster relationships throughout the sales journey to close more agreements. This is the pioneering CRM equipped with gamification to boost engagement among the sales team. Inspire and energize sales personnel, maintain consistent team performance, and gather feedback to achieve daily goals. The Acceleration Plan represents the quickest method to guarantee that the Sales Funnel manager and their team reap the full rewards of our CRM. It transcends mere CRM configuration; it involves immersing yourself in your sales approach while leveraging our proven methodology. By doing so, you can drive significant results and enhance team productivity.

Team365 CRM offers a straightforward and user-friendly interface packed with distinctive features designed to enhance lead conversion rates effectively. Its intuitive dashboard enables the execution of 'macros' to optimize the way leads are contacted and monitored throughout the sales journey. Administrators have the capability to track missed opportunities and identify top-performing agents, allowing for informed, strategic decisions based on comprehensive sales reporting. Here is a glimpse of the features available in Team365CRM: - Sales pipeline: Utilize our visual pipelines for easy drag-and-drop management of deals, activity tracking, and lead follow-ups. - Automations: Streamline your sales processes by automating routine tasks, allowing you to concentrate on closing deals. - Lead generation: Generate, prioritize, and follow up on leads with a robust suite of tools tailored for efficiency. - Integrations: Effortlessly incorporate Team365CRM into your business with our open API or choose from over 275 existing integrations. - Reports and insights: Analyze and forecast your team’s performance, while monitoring the effectiveness of their actions through dynamic dashboards. With these features, Team365 CRM not only simplifies sales management but also empowers businesses to make data-driven decisions that propel growth.

VISION is a highly adaptable CRM and Management Information System designed to facilitate the operation of your business effectively. Serving as a comprehensive data hub, it integrates quality management, project management, and financial management seamlessly in real-time, all on a single screen. This robust Custom CRM and Management Information System consolidates all your business data and controls within one centralized platform. The modules and dashboards of VISION can be tailored to meet the specific needs of your organization, allowing for efficient management of customer contacts, supplier relations, and sales planning. Additionally, you can synchronize emails with Outlook, monitor your email marketing efforts, and generate quotes and invoices effortlessly. Furthermore, VISION empowers you to oversee large-scale projects and manage distinctive quality systems throughout the entire organization, ensuring streamlined operations and enhanced productivity. Ultimately, with VISION, businesses can achieve a higher level of control and insight into their operations.

The options on the market were not only expensive but also featured complexities that did not align with the organization's actual needs. Additionally, the implementation of the CRM typically required the assistance of an external consultant, making it even more challenging for users to navigate effectively. Essential features include the ability to highlight critical messages from both potential and existing clients, alongside a robust search function that allows for swift retrieval of previous communications. Calendar integration is crucial for providing a comprehensive overview of upcoming appointments and sales engagements. It is vital to access the most relevant data and insights necessary for performing your duties efficiently. Reporting should enhance understanding and not add confusion, as we strive to make sales metrics not only clear but also actionable and conducive to generating new ideas. With a quick glance, users can identify their last interactions with clients and ensure follow-ups are scheduled to maintain strong relationships. Furthermore, when a new team member comes on board to assume responsibility for an account, transferring all past communications and activities becomes a straightforward and smooth process, ensuring continuity and client satisfaction. Ensuring ease of use and clarity in communication tools is essential for fostering a productive work environment.

A sales CRM designed to boost productivity and improve process visibility for sales teams is essential for modern business success. Tailored specifically for sales professionals, this CRM enhances the visibility of pipelines and funnels. Our comprehensive services include a 360-degree customer view, allowing teams to access and pinpoint customer profiles and interactions from a unified platform. With lead scoring features, you can easily identify which leads are promising and prioritize follow-ups based on reliable data. The CRM also automates lead assignments, ensuring that leads are effectively distributed among your selected sales team members. Users can create tasks related to leads and customers, collaborate seamlessly with colleagues, jot down quick notes for each contact, and manage shared files efficiently. The sales pipeline feature provides a clear overview of deals at various stages, enabling users to sort and filter for a more insightful perspective. Additionally, communication is streamlined with just one click, eliminating extra software or hardware expenses. Overall, this CRM empowers sales teams to work more effectively and streamline their processes.

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

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.

Tailored specifically for marina operators, EliteMarinas addresses the business management requirements of marinas, regardless of their size. It offers a high degree of control and visibility throughout operations, maximizing efficiency at every level. Users can oversee all billable tasks through direct connections to the finance module, guaranteeing timely job completion and accurate invoicing. The sophisticated activity planner and resource allocation tools streamline batch processing, enhancing overall productivity. Furthermore, the interactive marina map feature facilitates effective management of berths and boats directly from the visual interface. With improved filtering options, identifying available berths or boats for sale becomes a seamless process. Users can achieve comprehensive oversight of the sales cycle, empowering sales teams to manage ongoing deals effectively and ensuring that customers receive optimal service at every stage of their experience. This comprehensive approach not only boosts operational efficiency but also enhances customer satisfaction through better communication and service delivery.

SP CRM is an intuitive yet comprehensive customer relationship management tool designed for Office 365, offering an all-encompassing view of sales activities and pipeline management. This solution facilitates the entire journey from marketing campaigns to lead acquisition, opportunity monitoring, and managing customer accounts. Since it is embedded within Office 365, it seamlessly integrates with Microsoft Teams and SharePoint, allowing your sales team to engage with the platform without the hassle of logging into a separate application. Being part of the Office 365 Digital Workplace enables sales representatives not only to monitor potential deals but also to access essential documents, information, and insights necessary to finalize transactions. Furthermore, the collaborative features of the portal empower various sales roles, including sales engineers, development teams, and management, to work cohesively. Additionally, when combined with SP Projects and SP Customer Service, it creates a holistic solution for managing customer relationships effectively. This integration enhances the overall efficiency of the sales process and fosters a more productive working environment.

Delta Sales CRM is an all-in-one software solution designed for comprehensive management of the entire sales life cycle, covering aspects such as Leads, Customers, Invoices, and Sales Activities on a unified platform. By consolidating all your data securely in one location, you can maintain a well-organized system for your leads. Focusing on timely responses and dedicated attention significantly strengthens customer relationships. This platform also allows you to streamline your data management processes and automate routine tasks, ultimately saving valuable time and effort. With features like a managed sales pipeline, reminders, and notifications, you can enhance team collaboration effectively. Moreover, by tracking lead sources, you gain better insights that aid in informed decision-making. Efficient organization of information, along with prompt communication and follow-ups, plays a crucial role in driving sales growth. By centralizing all customer and lead data, you can potentially reclaim 20 hours each month, allowing for more strategic focus on your sales initiatives. Additionally, this software empowers teams to work more cohesively, ensuring that no lead slips through the cracks.

AtemisCloud CRM, leveraged by 1,500 companies across diverse industries and backed by 22 years of expertise, offers a comprehensive suite of modules to streamline your sales management. You can effortlessly create quotations and adapt the system to fit your unique workflow. Additionally, it allows you to share data and files with clients and partners seamlessly. All components of AtemisCloud are interconnected within a single platform, eliminating the need for disparate solutions and the inefficiencies of data integration and replication. Since its establishment in 1998, our mission has been to create a customizable all-in-one solution suitable for every customer and sector. Various AtemisCloud packages are available, allowing for quick and easy setup in just minutes. Capitalize on our extensive experience and the skills we've developed in serving 1,500 international clients, ensuring you have the tools necessary for comprehensive business management. With AtemisCloud, you can enhance collaboration and efficiency within your organization, paving the way for greater success.

Solar companies can enhance their sales workflow through a comprehensive CRM solution that encompasses every stage from lead management to financial assessments, proposal creation, e-signing, and invoicing. With Solar Logics, users benefit from an integrated solar panel system sizing and cost estimation tool. Recognizing the diversity in calculation methods among installers, Solar Logics enables customization by allowing users to input their specific technical, geographic, and construction parameters into the calculator. Regardless of the number of lenders involved or the locations of clients, this platform facilitates the entry of loan information and incentive details, which are utilized to project both immediate and long-term savings in the generated proposals. Furthermore, Solar Logics crafts detailed solar energy system proposals that include visual aids such as charts and tables, showcasing the electricity expenses prior to and following solar setup, as well as savings, incentives, the anticipated payback duration, and a thorough breakdown of the loan repayment plan. In this way, the solution not only simplifies the process but also enhances the clarity and professionalism of presentations to clients.

Konnect CRM software facilitates collaboration among your marketing, sales, and customer service teams, allowing them to exchange information and oversee all interactions with prospects, leads, and customers. This CRM solution is particularly beneficial for sales teams aiming to secure more deals. Many CRM systems fall short in effectiveness as they fail to deliver significant value to sales personnel. In contrast, Konnect CRM distinguishes itself by offering outstanding features and customer support, specifically designed to aid small businesses in achieving greater success. Ideal for small to medium-sized enterprises (SMEs), Konnect CRM simplifies the management of sales processes, enabling quicker deal closures. The platform provides a comprehensive solution for customer relationship management that spans from pre-sales to post-sales stages. Additionally, Konnect CRM empowers businesses to manage customer interactions throughout the entire lifecycle, from initial acquisition to ongoing support. Unique features within Konnect allow companies to effortlessly engage in upselling and cross-selling opportunities while fostering loyalty among their most dedicated customers. By streamlining these processes, Konnect CRM not only enhances sales efficiency but also solidifies customer relationships for long-term growth.

Aptean CRM offers leading industry practices aimed at enhancing customer relationships and bolstering your competitive edge. Are you prepared to achieve measurable business outcomes while managing risk and minimizing costs? This CRM solution provides a comprehensive overview of your customer interactions. It is specifically crafted to equip your organization with precise data on sales, marketing, and customer service, ensuring that all teams collaborate effectively and stay organized. With an extensive record of marketing initiatives, sales activities, and service engagements, along with insights into customer traits and preferences, Aptean CRM software empowers you to optimize every customer interaction and make informed decisions based on up-to-the-minute data. Furthermore, Aptean CRM is designed to simplify your business operations and automate routine tasks, which helps conserve both time and financial resources. The software assists your team throughout the sales cycle, from arranging appointments and sending follow-up reminders to composing emails and creating quotes, thereby enhancing overall efficiency and productivity. Ultimately, Aptean CRM not only supports operational excellence but also fosters long-lasting customer loyalty.

CampaignerCRM™ PRO delivers an innovative CRM solution combined with email marketing capabilities, designed with user-friendly features that empower you to enhance your sales performance and achieve tangible outcomes. You can access your leads, contacts, data, reports, and more in real-time from anywhere, ensuring your sales team is equipped with the tools they truly want to utilize. The platform is not only feature-rich and robust but also supports unlimited users, contacts, and an impressive allowance of up to 10,000 emails per user. This CRM is particularly well-suited for organizations that operate with a shorter and less intricate sales cycle, while also offering sophisticated functionalities for those with more complex needs. We understand that businesses vary significantly; some may be smaller with a limited number of contacts and a quick sales process, whereas others could be mid-sized or large organizations with extensive global sales operations necessitating a lengthy and detailed sales approach. Additionally, there are cases where a small sales team deals with a particularly complex product that demands a thorough sales strategy, highlighting the versatility of CampaignerCRM PRO to cater to diverse business requirements.

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.

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 is a customer relationship management (CRM) software created from our own experiences and over 15 years of sales expertise in running a small enterprise. This cloud-based CRM is designed to be straightforward and sales-focused, making it accessible to users of all backgrounds. Getting started with IrisApt is a breeze, as it requires no installation; simply register your organization, and you're good to go. The software avoids complicated workflows and processes, concentrating instead on deal comprehension and organizing them into intuitive visual categories. IrisApt empowers businesses to efficiently process customer orders and requests while maintaining effective management of customer accounts. Moreover, it enhances the ability of companies to foster relationships with their customers throughout the phases of beginning, sustaining, and concluding those connections. Built on advanced technology and adhering to best CRM practices, IrisApt also allows users the freedom to tailor the application to their preferences with just a few clicks, ensuring a personalized experience. By integrating these features, IrisApt not only simplifies customer management but also enhances overall organizational productivity.