Alternatives to OroCRM

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Tall Emu understands that business owners and managers struggle to stay organized, keep track of all the happenings with customers, follow-up leads, know the status of projects, and what staff have done. That's why Tall Emu CRM software was created. It is an affordable alternative to expensive ERP. The best in class inventory management features of an expensive ERP system. This software also empowers your sales team to quickly quote at lightning speed and close more sales. If you want to keep track of your leads and nurture them into customers, managing your sales pipeline is essential. It is simple to use and powerful. Our online quote generator makes it easy to create professional quotes. You can add images, videos, links, and groups to your quote. Send it to customers via email or SMS so they can view it online. A map allows you to view customers, leads and projects. Visualize your sales territory and find the best opportunities immediately. Filter opportunities based upon your location and your schedule.

Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!

The hotel industry is one the most competitive and fastest-growing sectors. It is becoming more difficult to build loyal relationships with guests and attract new guests as guests become more digitally-savvy and price-conscious. This is where hotel CRM software can help. This software can help you improve your sales, marketing, and customer service and increase customer satisfaction. The CRM can be used to unify all inquiries from all channels, including booking engines, travel websites and web forms on your site. It creates a complete guest profile, stores all communications and visits, and keeps a record of them. It streamlines your marketing campaigns with the ability to create targeted, data-driven outreach and promotional emails for both your business and your private guests. It also provides transparency in your financial transactions and automates the generation and payment of invoices and quotes.

ZoomInfo Sales allows you to maximize productivity, increase pipeline and reach a revenue potential that you never imagined possible. Create an account universe based upon your Ideal Customer Profiles. Reach decision makers with the largest B2B database of 65M+ phone numbers and 150M+ verified email addresses. Track companies searching for solutions similar to yours on the internet to identify and reach prospects early in their buyer's journey. Find and connect with decision-makers from companies that visit your website. Analyze customer calls, emails, and meetings to drive process improvements that will impact your bottom line. With our native phone dialer, and email tool, you can create and execute multi-touch sales campaigns. ZoomInfo Chat is a data-driven chatbot tool that reduces the time it takes to close sales. To free up your internal staff, set real-time lead alerts and automate lead-qualifying communications.

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

Rolldog is a Customer Relationship Management (CRM) and Sales Enablement solution that helps companies manage their business relationships, increase revenue, and boost sales & marketing effectiveness. Rolldog also offers a suite of CRM-related solutions, including a Lead/Opportunity Management module designed to help companies already running a CRM to drastically improve the way they qualify, manage, score and close opportunities. Managing business relationships and interactions through account details, relationships, activities, integrations and documents is part of our foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close’ that really sets us apart. Being able to adapt to virtually any sales methodology / process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals! Rolldog offers different CRM-related modules, as well as a Lead and Opportunity Management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business's needs.

Selling can be difficult! It can be difficult to sell. However, having a clear plan, a supportive environment, and a sales CRM software can help you make it easier. Kylas can help you identify the right sales opportunities and support your sales efforts to increase success. It is essential to keep track of your opportunities and engage with them frequently to convert leads to deals, contacts, and companies. Kylas allows you to quickly search and filter your results. It also gives you a 360o view all your Leads. Deals, Contacts, Companies, and Leads - the core pillars of your Sales Pipeline. Kylas allows you to quickly capture leads from different sources and understand which ones can be converted into deals. Effective Sales Pipeline Management will ensure that your sales deals don't go sideways. You can create multiple and fully customizable lead and deal pipelines with multiple stages that meet your needs.

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

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.

It is the best in class in that we can track and manage all our leads from one place. It is open-source and open-source, which means that it can be used by any industry. This includes small businesses, real estate, education, colleges CRM Solutions, Educational Organizations and Pharma CRM. IT companies can also use the LMS lead tracking software. LMS prices are very affordable. Get the customized Lead Management System now! You can stop manually adding leads from different sources. WHSuites comes with an inbuilt feature that allows you to automatically fetch leads from different sources such as Indiamart, PharmaHopers and Leads From Website. WHSuites has an amazing feature that tracks lead activity. This feature allows you to track leads source-wise. You can see which leads are generated from which source.

Based on your sales history, contact data and other information for all registered UK companies, you can receive lead recommendations. Invest your time in the right activities and deals. Everything from the pipeline status and value, to deal probabilities and risks, should be considered. Who bought product A and not B? Find upsell opportunities and get notified when a customer is ready to purchase more. Automated analysis of sales performance data to generate accurate revenue forecasts. Integrate your ERP to track all of your SaaS KPIs from one place.

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.

Marketing tunnel vision and solutions that don't work are gone. Say hello to a flexible, turnkey platform that makes it easy to make seamless, omnichannel experiences for every customer, from the first to the last touchpoint. Ai-Intelekt implements hyper-personalization, prescriptive analytics, customer journey analytics, & closed-loop integration. Hyper-personalization allows you to create deeply personalized customer journeys of your brand through coordinated, informed actions & campaigns. You can track the journey of each lead and customer to ensure you know their preferred messaging, purchase history, and background. Predictive analytics Use true artificial intelligence (AI) to take control of your customer's lifetime worth. Forecasts are based on behavioral data and historical sales.

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

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

Indydesk Sales allows you to manage all your leads and tasks. It covers all aspects of the sales journey, from the lead to the customer. It will help you achieve more sales with less stress. You can easily manage the following activities with our tool: 1. Visualize and analyze your revenue opportunities 2. 2. 3. Integrate your Lead Source and automatically fill leads 4. 4. 5. Pipeline: Prioritize More Leads 6. Invest more effort in leads with high conversion probabilities 7. With ease, you can create, assign and manage tasks within your team. 8. 8. 9. Don't miss your meetings and appointments 10. Save & Customize Your Report DashBoard 11. All your sales metrics can be viewed under one dashboard

Sales. Our software meets the exact needs of sales reps. It has its own deal flow, pipeline stages, and customer status. Assign tasks, log into calls and meetings. We make it easy to find leads, qualify and convert opportunities, and close deals. Marketing. Our online marketing tools and customer engagement tools allow you to grow your audience via mass emailing and SMS, as well as chats. All messages can be automated and synchronized to your Google G-suite and Microsoft Office 365 accounts. Support. All communications with potential and current customers via email, phone, and live chat. All cases and tickets are tracked and prioritized. Automated workflows mean less stress for customers and support staff. Hire digital marketer. Create creative brands and an online customer base that outperforms your competition. Search Engine Optimization. Our SEO experts will ensure that your site ranks high in search engines and is easily found.

Interact with B2B contacts through email, LinkedIn and Twitter to close sales & increase customer loyalty. A prospecting feed allows you to engage prospects without having to open +1000 tabs per day. Regroup the LinkedIn and Twitter posts of prospects and their company in one place. Then, like and comment on those posts to build relationships. This can be used to increase client retention. Send them a quick Twitter/Linkedin message or email once you've engaged warm prospects on social networks to stay top of mind. You can get inspired by prospects' posts, and hyper-personalize messages without having to do any prospect research. Breakcold is not only a social CRM, but also a CRM for sales with an easy to use sales pipeline management tool. Your prospecting feed can also be adapted based on where prospects are in the sales pipeline. Create opportunities, manage sales or move leads to different lists directly from LinkedIn.

Crm-now's CRM on-Demand is ideal for small and medium-sized businesses that need tools to improve their sales process, opportunity tracking, customer satisfaction, and other business processes. Our CRM solution is web-based and provides your company with a fully-featured cloud-based CRM system. This means faster access, more convenience, higher availability, better integration with browsers, and a higher speed of access. The CRM system provides seamless integration with your business processes and includes interfaces to standard business applications. The crm-now system is open source and has undergone extensive testing to ensure system stability and ease of use. All system software is freely available and you are not tied to any vendor's proprietary systems.

You can run multiple multichannel campaigns on one platform and receive qualified leads ready for your sales team. You can run multiple multichannel campaigns on one platform and deliver qualified leads ready for your sales team.

SutiCRM, a SaaS-based customer relations management solution, streamlines your sales and marketing activities. You can launch campaigns, manage leads, opportunities, and forecasts, while reaching your target audience. Cloud CRM software is easy to use and mobile-friendly. It provides insight into the marketing and sales activities of your company and helps you close more deals. SutiCRM streamlines all your marketing activities. It helps you reach your target audience through targeted campaigns, lead generation, mass emails, and assigning sales reps to the right people. SutiCRM Salesforce Automation (SFA), automates business tasks, from lead generation to forecasting. SutiCRM modules are lead, contact, opportunity and territory management. These modules allow you to collaborate and integrate with your team, helping you reach your sales goals.

Activity-based selling allows you to manage your sales pipeline efficiently. You can see which deals require outreach, what past activities are due, and how to schedule new activities from your pipeline view. The Deals module allows you to track your leads/deals throughout the sales cycle. Filtered views can be created that display deals by stage, probability, expected close date range, amount, etc. A sales pipeline report can track closed/won sales and display them. This report can be broken down according to many factors, such as sales rep and date range. Forecasts can be made for the next month, quarter or year by using previous sales figures, competition, trends, and other data.

We provide a single solution that combines sales, marketing, customer service, and sales teams with a focus to the customer experience. Our mission is to offer equal growth opportunities for all businesses and help them achieve greater output. Features * Growth Hacking allows you to leverage growth marketing and scale your company with it * Convert prospects into customers with SMS & Email Marketing * Never miss a lead with customizable Pop-ups and Forms * Drive leads to a successful conclusion with our Kanban-style boards within the Sales Pipeline * Manage all customer interactions through the Contact Management * Lead Scoring helps you identify qualified leads and improve sales effectiveness Team Inbox allows you to stay in touch with your customers and employees. Messenger enables you to connect with your customers continuously via omnichannel communication * Use Knowledge Base to educate your customers and employees

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.

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.

IntelliCRM uses the Sales Acceleration technology to call hot prospects first, closing deals quicker.

Our CRM solutions offer the best flexibility on the market. They are flexible and customizable, so you can make major changes to the various modules. Our expert teams can help with configurations and customisations. Our expert teams can adapt your CRM solution to fit your company, your processes, events, teams, projects, sales structure, customer support, help desk system, and other requirements. Efficy Group provides a range CRM tools to increase the productivity of your sales team: customer database, business activity monitoring and opportunities, portfolios of offers, etc. Your sales reps have a 360-degree view of their prospects and customers, whether they are in the office or out in the field. They can also segment their database to launch multichannel marketing actions.

You can deliver tailored sales experiences through in-depth contact with your customers and account management. Your marketing should be targeted. Emails to specific customer segments can be created using native HTML emails. Track your deals with the sales pipeline, from lead to opportunity to quote and close. Automate repetitive tasks such as setting up call reminders, email tasks, and sending out emails. You can view all data in your CRM. From leads, activities, and tasks to sales and accounting information, your CRM can provide a complete report. With the built-in quoting tool, you can instantly quote your client. You can store your product details and photos, and create quick presentations of what you want them to see.

OneHash has everything you need. The best CRM for startups and small businesses. Get pipeline view, calling and lead management. Email automation is also available. Modern apps for your next gen business. OneHash is the best smart ERP solution in the world. The world's most intelligent CRM helps you close more deals. You will experience a surge of sales, clients are onboarded quicker, and you can achieve more with less. Automate the sales process by acquiring qualified leads, creating and managing opportunities, and automating it. To grow your business, you can use a CRM module that is customer-focused. Cross-channel interactions. All customer interactions can be consolidated under one head to provide seamless, effortless, and high-quality customer experiences. Combine information from calls and mails into CRM Leads. All this is possible with an intuitive system. Automated lead assignment reduces the time and cost of manual assignment. You can now spend your time on customer needs and opportunity-building.

You can use your existing contacts database in Excel spreadsheet or CSV format and let the system store them securely for any future work. You can apply filters to your contacts and create segments by country, company position, or any other custom field. You can also save segments for future campaigns. Select your target segment and create your first automated email sequence using behavioral and time-based triggers. Include snippets to make it sound natural. Track the performance of your campaigns with Reports. You can turn leads into opportunities or close deals by turning opportunities into opportunities. Platformax is an inside-sales CRM that was built on over 40 years of sales experience by our co-founders. It is a modular sales platform that optimizes all aspects of your sales process. This includes prospecting, lead nurturing, opportunities tracking, sales fulfillment, order delivery, and after-sales support.

Recognize trends and spot opportunities to improve efficiency. With the right information, connect and engage with your contacts and leads. Your data is stored in the most secure facilities today, at protected locations. SoulCRM was designed to meet your business's specific needs, allowing you to grow more quickly. The SoulCRM Support module helps you to focus on customer happiness every single day. Amazon's secure cloud hosts SoulCRM. Your data is protected and secure. CRM is a system that streamlines your company's opportunities, sales, and support. It keeps customers at the center of everything. SoulCRM India can help you increase your company's sales, support and satisfaction. Our CRM software for small and mid-sized businesses can help you reduce lead times, which leads to more sales. It also helps you provide timely support, which results in happy customers.

Cross-channel technologies are used to model customer journeys between call center and website. Without cannibalization, generate motivated leads for the call centre. Qualify leads on the website to increase call center sales. You can strengthen your online sales funnel by targeting onsite promotions. This data will help you optimize your sales and marketing funnels for inbound phone calls. Our focus on your long-term success, from implementation to execution and optimization is what sets us apart. Improve customer experience and manage inbound call volumes. Track calls to their source online to understand inbound volumes. Founded in 2012 by bmetric, bmetric originally launched to provide our call-tracking technology. This simple, smart technology connects data from online journeys to inbound calls. Call-tracking is now a standard technology in sales, marketing, and support.

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

Krayin CRM, a custom-tailored CRM Framework, is built on the hottest open source technologies including Laravel (a PHP Framework) and Vue.js a Javascript progressive framework. Free & Opensource Laravel solution for SMEs and enterprises for complete customer management. We have a forum where you can discuss any issues, feature requests or concerns. Please visit: KrayinCRM Forums. Features: 1) Simple and Descriptive Admin Panel Built on Modular Approach 3) Email parsing via Sendgrid 4) Krayin is a true open source CRM framework that will always be available for free under the MIT License 5) Documentation available 6) Admin Dashboard 7) Generate leads using various sources/channels such as email marketing, social media and website etc 8) Create a roadmap that will help you create a custom experience that is amazing 9) Take action to move the status processing forward

Inbound leads and sales are not enough to sustain your business. Salesdash CRM software helps you organize your leads and increase sales outreach. Personalize emails and send them faster. Targeted bulk emailing allows you to send emails your leads are interested in reading at scale. You can track delivery, opens, spam, and more. No more asking your colleague "What's the deal with this lead?" You can easily track activity history and make notes for customers. You can track your customers' activity and make sales forecasting easier. Your website visitors should be able to easily tell you what they want and how they can reach you. Web forms can help you capture leads. Alerts can help you improve your "speed to the lead". To track interest and notes, leads are automatically added to your CRM. Integrate with G-Suite and Outlook to send emails directly to clients using the CRM. You can track opens and track who opened them. Zapier integration allows automation with 4k+ tools.

CRM (Customer Relationship Management) software is designed to simplify the sales process. Small businesses and large companies have the opportunity to prosper by combining CRM solutions with marketing technologies such as marketing automation. Every business needs to manage prospects effectively. With great care, lead, opportunities, activities and existing customers are managed. CRM Software is an integral part of this strategy to manage the Business sales process efficiently and effectively. Marketing is key to ensuring that quality leads are always entering the sales pipeline. Many sales systems lack basic marketing capabilities. Companies must purchase and integrate an additional marketing application, which is often expensive and overly complicated.

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

Twenty is a free, open-source CRM platform that offers a modern alternative for traditional CRMs such as Salesforce. It is licensed under the GNU General Public License, which allows users to customize and own the software according to their business needs. The key features include contact management and opportunity tracking. Task creation and a timeline view are also included. The platform is designed to be simple and user-friendly, with keyboard shortcuts for navigation and search functionality. Twenty is supported by a vibrant community of developers. This ensures that the CRM evolves to meet user requirements.

Understanding how customers interact with your company is key to success. This allows you to quickly respond and adapt to their needs. Perch is the best tool for Customer Experience (CX), leaders and their coworkers across the enterprise to see the forest from the trees in order to increase market share, improve customer journey and increase market share. You can track key trends, virtual and human agent performance, customer behavior metrics, and other customer behavior metrics to pro-actively make changes to lower your customer acquisition cost (CAC), and increase customer lifetime worth (LTV). Answer your questions quickly and easily to help you understand what's happening, why it's happening and what to do. To increase conversion and retention, improve the customer journey and manage operations to improve agent productivity and customer satisfaction. Budget allocation for marketing campaigns and lead sources should be determined. To optimize contact rates, determine how to adjust your contact strategy by channel.

* FinCRM CRM software features include account management, opportunity management and revenue forecasting. It also allows for lead capture automation. It is a fully-featured CRM designed to improve the speed of your sales and marketing efforts. This budget-friendly CRM software is capable of providing the best possible experience. There is no data leakage, automated marketing, sales tracking, pipeline management, sales tracking, and many other benefits. FinCRM is a CRM-cum-office management solution. You get task management, financial data management, meeting reminders, financial time sheets, and many other features that will help you to simplify your office operations.

Applications for small businesses with big ambitions. A CRM system to help your sales team track the client journey, from the initial click to closing a deal. Smart mail can save information about clients, organize emails by tags, plan tasks on a Kanban board and create email templates. Chat with clients and colleagues. Our chat integration is available in all FreshOffice products. This makes it easy to access whenever you need it. Automation will automatically create leads, send out email notifications, and assign tasks. You can access detailed analytics for all key parameters, regardless of whether you are a data analyst expert.

Sage and Xero's growing CRM. Easy way to empower your sales team, nurture customers, and grow your business. Contact management. All your contacts can be imported from Sage in minutes and synchronized with Xapsys CRM in just minutes. Search engines make it easy to find contacts instantly. You can filter by account manager, company type, city, or city. You can create new companies with different currencies, tax rates, and price bands, and assign them to your account manager. The "find on Maps" widget will save you time and populate all fields that are known from the company's name. Sales pipeline. Track and manage your sales opportunities easily to help you prioritize your work. You can move prospects from one stage of the sales process to the next in just a few clicks. You can customize your opportunity statuses to reflect the steps in your sales process and the certainty percentage that you usually experience for each stage.

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.

Are you looking to increase your sales? Do you want to improve customer relationships? Are you interested in contributing to the fastest-growing open source project on GitHub YetiForce is completely free to use. You can manage 12 business processes within your company with YetiForce's assistance, regardless of its size. YetiForce's open-source code was released under a flexible and generous license. This has created a large and active community for the project. It doesn't matter if your profession is in programming or if you just enjoy software development. Get YetiForce free of cost and discover why more than 250 000 people already use it.

IQProspects is a simple-to-use, sales and service CRM engine for credit unions and banks. The best commercial bankers spend a lot of time talking to customers and prospects. There is now a tool that will help you build relationships even while you're on the go. Quest Analytics mobile apps allow you to be more productive even when you're not in the office. IQProspects tracks every step of the process, from the opportunity stage to underwriting and through closing. Is it taking too long for loans to process? IQProspects customizable workflow automates this process and ensures loans are completed quickly and accurately. All it takes is a prospect. Quest tracks every step of the process, from the opportunity stage to underwriting, through closing. IQProspect's new marketing event management capabilities can help your institution manage every golf outing, charity event or other relationship-building marketing opportunity.

Give your customer messaging experience a human touch. Live chat can increase customer satisfaction. Crisp is more than a chat software. It unifies all channels of customer service and simplifies customer support. Customers benefit from a shared inbox experience. Our live chat app allows you to respond to all your website visitors with one solution. This will help you to reduce costs and save money. Statistics show that website visitors who are assisted by chat are more likely make a purchase. You can create proactive customer service by sending automated messages using our chat solution. This will convert visitors into customers. CRM software is not about contact management. You might be wrong. Crisp CRM offers more than just a CRM software. Crisp CRM has a number of features that can be used to automate repetitive tasks and help small businesses close more deals. Get more hot leads right into your pipeline.

If you look at every transaction from the perspective of the customer, your business will deliver a better customer experience which will increase customer loyalty. Easy CRM software combines all information from different departments to provide a single, comprehensive view of each customer. The powerful project management feature allows you to manage and invoice projects. Track time spent on tasks, and bill customers. Ability to assign multiple staff members to a task and track the timer for each staff member. Professional invoices that look great are possible. Attach files to your clients and send them directly. A subscription management platform that automates accounting and fulfillment. Starts the sales process by identifying potential leads and prepares for the forecasting of sales in production in minutes. Get more business and get paid faster. Forget about never ending sales process.

xpdCrm can be used as part of a comprehensive professional services automation software program that will allow your company to manage your sales data. This comprehensive addition to xpdOffice's suite of enterprise-wide, on-demand solutions is easy to use and allows companies to manage opportunities and close deals. xpdCrm allows you to spend more time with customers and less on managing the process. xpdCrm is a solution that fits your way of handling leads and customers. It provides real-time reporting to help you analyze your business and make better business decisions. Your employees need solutions that make their job easier, not harder; they want simple, not complex. With xpdCrm you can quickly access your customer's data. And because xpdOffice works online, the information can be accessed from any location in the world. xpdWireless can be accessed from any mobile device. XpdOffice also links seamlessly to popular applications such as Microsoft Word.