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.

Boost your efficiency, expedite your sales pipeline, and unlock unprecedented revenue potential with ZoomInfo Sales. Create a comprehensive account universe tailored to your Ideal Customer Profiles and connect with decision-makers using an expansive B2B contact database featuring over 65 million direct dial numbers and more than 150 million verified email addresses. Pinpoint and engage prospects early in their purchasing journey by monitoring companies that are actively researching solutions similar to yours online. Discover and reach out to decision-makers from organizations that have shown interest in your business website. Assess customer communications, including calls, meetings, and emails, to implement process enhancements that positively affect your financial outcomes. Develop and implement multi-touch sales strategies utilizing our integrated phone dialer and email solution. Accelerate your sales cycle with ZoomInfo Chat, a user-friendly, data-driven chatbot tool designed for efficiency. Additionally, establish real-time lead notifications to interact with the most suitable buyers, or automate the lead qualification process to allow your internal team to focus on high-impact activities. With these tools, you'll not only streamline operations but also create a more agile sales environment.

Maintain a comprehensive repository of external organizations that includes customers, potential sales leads, vendors, and various other entities. Ensure that individual contacts are documented for each organization and schedule as well as monitor all related activities for these contacts. Oversee all sales opportunities associated with both current clients and potential prospects. The records should encompass entities that have engaged in communication, which may consist of existing customers, prospective clients, current vendors, potential suppliers, or any organization requiring ongoing communication. Additionally, it is essential to track every sales opportunity in order to analyze and efficiently report on the sales processes for individual salespeople and the company as a whole. Keep detailed information about the origin of leads being pursued to assess where marketing resources should be allocated most effectively. Furthermore, maintain an overview of the current status of every opportunity, including anticipated closing dates, to facilitate timely follow-ups and strategic planning. This systematic approach is crucial for driving sales success and ensuring effective relationship management across all external interactions.

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.

Eliminate barriers and collaborate as a cohesive unit to deliver a seamless experience for your customers throughout their entire journey. Identify potential leads, plan the sales pipeline, automate associated tasks, and gather actionable insights to expedite deal closures. Develop tailored marketing campaigns, draw in and keep leads, engage with relevant context, and enhance the overall customer experience at scale. Address customer concerns and respond to inquiries through a unified collaborative platform, equipped with a comprehensive view of the customer journey. Create detailed reports to uncover patterns, trends, and areas for improvement, prioritize tasks, and implement an effective strategy for achieving customer success. Auro CRM leverages the capabilities of Suite CRM, a widely recognized open-source CRM solution available today. Rather than starting from scratch, we chose to integrate this robust CRM as a fundamental element of the Auro CRM platform, ensuring its effectiveness and reliability for users. By combining these resources, we aim to provide an unparalleled service that meets and exceeds customer expectations.

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.

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.

Receive tailored lead suggestions by leveraging your sales history and contact information for all registered businesses throughout the U.K. Focus your efforts on the most promising deals and engagements. Access comprehensive insights, including pipeline value, status, deal likelihood, and associated risks. Identify which customers purchased product A but not product B, allowing you to discover upsell potential and receive alerts when clients are primed to make additional purchases. Effortlessly assess your sales performance and generate precise revenue forecasts for your team. Seamlessly integrate your ERP system and monitor all your SaaS key performance indicators from a single dashboard. The SaaS model is recognized as one of the most scalable business frameworks available. An efficient SaaS provider is expected to rapidly expand while maintaining profitability—at least theoretically. Over 1,800 rapidly growing businesses rely on Upsales daily to enhance their operational growth and success. With this robust platform, you can ensure that your sales strategies are always aligned with market demands.

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.

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 is a comprehensive digital business management platform hosted in the cloud, designed to assist expanding companies in automating essential processes such as Lead-to-quote, order-to-cash, source-to-pay, and record-to-report. By implementing effective workflows, businesses can achieve complete control over their operations. The integration of AI-driven analytics facilitates immediate, data-informed decision-making. With the right processes and tools to manage the sales pipeline and forecast, sales teams can enhance their effectiveness and efficiency, ensuring that potential leads are transformed into valuable business opportunities. Additionally, optimizing order fulfillment, billing, and payment collection can significantly boost profitability. Revenue forecasting plays a crucial role in shaping strategic decisions that aim to maximize earnings. Analyzing spending trends is vital in making informed decisions regarding cost management. Furthermore, a well-structured spend forecast is essential for closely tracking and addressing issues before they escalate. Ultimately, enhancing working capital and cash flow management not only improves operational efficiency but also contributes to a greater return on capital, thereby ensuring sustained business growth. By focusing on these areas, companies position themselves for long-term success and resilience in a competitive market.

Streamline the entire workflow of Lead Generation, Sales Management, Marketing, Forecasting, and Analytics to enhance efficiency. You can set up CRM Software on your own web server, localhost, or on-premises. Laravel stands out as the leading Open Source MVC web application framework. With this system, you can accommodate an unlimited number of users and records while managing admin roles effectively. It is recognized as the most commonly utilized fully customizable Open Source CRM software available. This solution offers the flexibility to tailor the CRM to fit your specific business needs. You can access CRM Software at a significantly reduced cost without any hidden fees or ongoing monthly expenses. By automating the sales workflow on a single platform, you can streamline the processes from lead generation to closing sales, allowing managers to monitor and evaluate performance efficiently. Gain an up-to-date perspective of your complete sales funnel, including reports, lead statuses, customer information, sales figures, and user data, all presented on an interactive graphical dashboard. The Contact Manager feature enables you to organize and manage contacts, leads, accounts, customers, phone numbers, and emails in a centralized location, ensuring you never lose track of essential information. This comprehensive approach not only simplifies data management but also empowers your team to work more collaboratively and effectively.

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

Launch diverse, multichannel marketing campaigns from a single platform, ensuring that your sales team receives qualified leads primed for outreach. Achieve your growth objectives by equipping both your marketing and sales teams with a robust pipeline to engage with. Drive consistent revenue by streamlining marketing and sales processes, effectively sealing any gaps in your sales funnel. Seize every active opportunity without fail. Obtain contact details tailored to criteria such as geographic area, company size, industry, job titles, and technology through prospect websites, B2B social media platforms, or from our extensive database comprising over 200 million contacts globally. Empower your marketing team with top-tier leads to enhance their efforts. This comprehensive approach not only boosts efficiency but also fosters stronger connections with potential clients.

Engage with your B2B network through email, LinkedIn, and Twitter to finalize deals and enhance customer loyalty. Utilize a streamlined prospecting feed to interact with potential clients without having to juggle over a thousand tabs daily. Consolidate LinkedIn and Twitter activities of your prospects as well as their companies in one central location, allowing you to easily like and comment on their content to foster connections. This approach not only helps in establishing relationships with new prospects but also aids in retaining existing customers. After interacting with warm leads on social media, follow up with a brief direct message on Twitter or LinkedIn, or send an email to keep your brand fresh in their minds. Draw inspiration from prospects' posts to tailor your communications without the need for extensive research. Breakcold serves as both a social selling CRM and a sales management platform, featuring a user-friendly sales pipeline management system. Moreover, your prospecting feed will dynamically adjust based on your leads' positions within the sales pipeline, enabling you to create opportunities, manage deals, and shift leads seamlessly across different lists directly from LinkedIn. This comprehensive approach ensures that you remain organized and efficient in your sales efforts.

Optimize your sales pipeline with a focus on activity-driven selling. You can easily identify which deals require follow-up, have overdue tasks, and plan new activities directly from your pipeline interface. The Deals module is designed to monitor your leads and transactions throughout the sales process. You can create customized filtered views to showcase deals categorized by probability, sales stage, anticipated closing dates, deal amounts, and various other criteria. Successfully closed sales can be documented and visualized in a detailed sales pipeline report. This report offers insights that can be segmented by multiple variables, such as sales representatives and time periods. Additionally, you can generate forecasts for upcoming months, quarters, or even the entire year by analyzing previous sales data, competitive landscape, and emerging market trends. This comprehensive approach not only enhances visibility into your sales performance but also aids in strategic planning for future growth.

Sales. Our software is tailored specifically to meet the exact requirements of your sales representatives, featuring customizable deal flows, pipeline stages, and customer status updates. You can easily assign tasks, and log calls and meetings to enhance productivity. We provide the simplest solution to generate leads, qualify them, convert opportunities, and successfully close deals. Marketing. Expand your audience using our comprehensive online marketing and customer engagement solutions, which include mass emailing, SMS, and chat functionalities. All of your communications can be automated and seamlessly integrated with platforms like Google G-suite, Microsoft Office 365, and various social media accounts. Support. Manage all interactions with potential and existing customers through email, phone, and live chat effectively. Cases and support tickets are monitored, prioritized, and resolved efficiently. Our streamlined workflow automation alleviates stress for both your customers and support representatives. Hire a digital marketer to cultivate innovative brands and establish a robust online customer base that outperforms your rivals. Search Engine Optimization. Our professional SEO services ensure your website achieves high visibility and ranking on search engine results pages, driving more traffic and potential customers to your business. Additionally, we focus on continuous improvement to keep your digital presence competitive in a rapidly changing landscape.

SutiCRM is a cloud-based customer relationship management platform designed to enhance your marketing and sales operations. It enables you to execute campaigns, oversee leads, manage opportunities, and predict sales outcomes while effectively targeting your audience. This user-friendly and mobile-accessible software centralizes insights into all marketing and sales functions, aiding in closing deals more efficiently. By simplifying various marketing activities, SutiCRM allows you to connect with your desired audience through impactful campaigns, lead generation, targeted email outreach, and assigning tasks to the appropriate sales team members. The Sales Force Automation (SFA) feature of SutiCRM automates essential business processes, from lead generation to forecasting sales results. With modules dedicated to lead, contact, opportunity, and territory management, SutiCRM fosters teamwork and integration, empowering you to meet and exceed your sales objectives while adapting to market demands.

crm-now’s CRM On-Demand is an ideal solution for small to medium-sized businesses seeking to enhance their sales workflows, track opportunities effectively, and boost customer satisfaction. This web-based CRM platform has been meticulously designed to deliver a comprehensive cloud-based system, ensuring rapid access, user convenience, and robust availability even under heavy user loads, alongside improved browser compatibility. It features interfaces with various standard business applications, facilitating seamless integration into existing business operations. Built on an open-source foundation, crm-now’s system undergoes rigorous testing and implementation, ensuring exceptional user-friendliness and system reliability. With all system software being open to the public, organizations can enjoy the freedom of not being locked into a specific vendor's proprietary system. Moreover, this flexibility fosters innovation and allows businesses to tailor the CRM to fit their unique needs.

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

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.

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.

IntelliCRM harnesses cutting-edge Sales Acceleration technology, featuring an intelligent dialer that prioritizes calls to high-potential prospects, enabling quicker deal closures. Users can initiate a call to a Lead or Contact effortlessly with just one click. All calls, along with recordings, are automatically logged, eliminating the need for tedious manual data entry and significantly boosting the number of interactions possible. Furthermore, the Local Presence feature enhances the likelihood of receiving answers, while Play and Go Voicemail conserves valuable time and energy. By providing sales teams with the essential tools to connect with prospects and customers at optimal moments, IntelliCRM ensures that no potential opportunity is overlooked. The automated Sales Cadence allows Sales Agents to concentrate on their most critical prospects and tasks, guaranteeing that every lead receives follow-up attention until they are properly qualified. This comprehensive approach not only streamlines the sales process but also fosters stronger relationships with clients, ultimately driving better sales outcomes.

Pepper Cloud is the best AI-powered Sales CRM software for small and mid-sized businesses. The platform integrates popular messaging channels like WhatsApp and Facebook to allow users to connect with customers and leads through their preferred communication channels. The CRM software includes features for managing sales pipelines, which allow users to customize stages and see real-time information about their sales activities. Pepper Cloud includes automation features to eliminate repetitive tasks. It also integrates with business tools such as Mailchimp, Xero and Zoom. The analytics dashboard gives users insights into their business performance. Pepper Cloud allows users to manage lead management, account tracking and nurturing, revenue forecasting, campaign tracking, customer interaction tracking, and sales pipeline visualization. With its generative AI technology, AssistAI, it elevates sales productivity by auto-capturing and nurturing leads, automating the chat flows, managing tasks and activities, and more—all with precision and ease. Its no-code AssistAI chatbot can be deployed across multiple channels to handle customer queries instantly, escalate complex issues to human agents, and deliver 24/7 customer support.

Provide personalized sales experiences by utilizing comprehensive contact and account management tools. Focus your marketing efforts effectively by creating custom HTML emails aimed at distinct customer groups. Monitor your sales journey from initial lead generation to opportunity development, pricing, and finalizing deals through a structured sales pipeline. Streamline your workflow by automating routine tasks, such as setting reminders for calls and emails, distributing brochures, and managing lead entries. Generate reports on all data housed within your CRM, encompassing activities, leads, tasks, sales figures, and financial records. After each client meeting, quickly generate quotes using the integrated quoting system. Keep your product information and images organized to easily produce dynamic presentations for the products you wish to showcase. Additionally, enhance your customer engagement by utilizing analytics to refine your approach and track the success of your strategies.

Our CRM solutions stand out for their unparalleled flexibility in the industry. With an open and customizable framework, users can implement substantial modifications across the various modules that make up the software suite. To assist you in navigating these configurations and customizations, our skilled teams are readily available to provide guidance. We tailor your CRM solution to align seamlessly with your organization’s structure, processes, teams, events, projects, sales framework, customer support, and help desk systems, among other components. Efficy Group boosts the efficiency of your sales teams by offering a comprehensive suite of CRM tools, including a customer database, business activity tracking, opportunity management, and a portfolio of offerings. Whether working from the office or on the go, your sales representatives gain a holistic 360° view of their customers and prospects, along with their proposals. Additionally, they will have the ability to segment their database effectively, allowing for the execution of targeted multi-channel marketing campaigns that can drive better engagement and results.

Utilize your current contacts database, available in either an Excel spreadsheet or CSV format, and allow the system to securely store your contacts for all your upcoming projects. You can apply filters to categorize your contacts by various criteria such as country, company, position, or any personalized field you desire, and even save these segments for future marketing campaigns. Once you've selected your target group, you can initiate your first automated email sequence that incorporates both behavioral and time-based triggers, ensuring that the messages feel genuine with the inclusion of personalized snippets. As your campaigns progress, keep an eye on their effectiveness through comprehensive Reports, which will help you convert leads into opportunities and subsequently turn those opportunities into finalized deals. Platformax is an inside sales CRM that leverages over 40 years of sales expertise from our founders, and it has been developed as a modular sales platform aimed at enhancing every aspect of your sales journey, including prospecting, lead nurturing, opportunity tracking, sales fulfillment, order delivery, and post-sales support. By integrating these functionalities, Platformax not only streamlines your sales process but also empowers you to build stronger relationships with your clients through effective communication and follow-up strategies.

Utilizing cross-channel technologies allows for a comprehensive understanding and modeling of customer journeys that transition between a website and a call center. It is essential to generate enthusiastic leads for the call center without undermining existing efforts. By qualifying leads directly on the website, you can enhance the sales conversion rates within the call center. Additionally, it is crucial to bolster your online sales funnel while strategically targeting promotions that appear on-site. The data gathered will serve to refine your sales and marketing funnels specifically for incoming calls. Our commitment to your long-term success distinguishes bmetric, as we guide you through every phase from implementation to execution and optimization. We aim to manage and reduce the volume of inbound calls while simultaneously improving the customer experience. By tracing the origin of inbound calls online, we can gain valuable insights into call volumes. Established in 2012, bmetric began with the intent of offering a straightforward yet intelligent call-tracking technology designed to connect online journey data with inbound phone interactions. Over the years, call-tracking has evolved into an essential tool for marketing, sales, and support teams, proving its importance in today's digital landscape. In this way, businesses can ensure that every customer interaction is optimized for the best possible outcome.

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.

Krayin CRM is a meticulously crafted customer relationship management framework that utilizes cutting-edge open-source technologies, including Laravel, a PHP framework, and Vue.js, a dynamic JavaScript framework. This free and open-source CRM solution caters to both small and medium-sized enterprises as well as larger organizations, facilitating comprehensive management of the entire customer lifecycle. Additionally, we offer a dedicated forum for users to voice their concerns, suggest features, or engage in discussions, which can be accessed at the Krayin CRM Forums. The key features include: 1) An intuitive and user-friendly admin panel. 2) A modular architecture for enhanced flexibility. 3) Email integration through Sendgrid for efficient communication. 4) A commitment to remaining a genuinely open-source CRM under the MIT License, ensuring it will always be free. 5) Comprehensive documentation for ease of use. 6) An informative admin dashboard for real-time insights. 7) The capability to generate leads from a variety of sources, including email marketing, websites, and social media. 8) Tools to create a strategic roadmap aimed at delivering a remarkable custom experience. 9) The ability to initiate actions that effectively drive the status processing forward. With these features, Krayin CRM empowers businesses to enhance their customer interactions within a robust and flexible framework.

Identify patterns, uncover potential, and enhance productivity. Connect with your prospects and contacts using the most relevant information available. Your data is securely stored in top-notch facilities at safeguarded locations. SoulCRM is tailored to meet your unique business requirements, enabling you to accelerate growth. The SoulCRM Support module is crafted to ensure you can prioritize customer satisfaction daily. Hosted on Amazon's secure cloud infrastructure, your data remains entirely safe and protected. A CRM system is essential for optimizing your organization’s leads, opportunities, appointments, sales, and support by placing customers at the heart of operations. SoulCRM India empowers you to elevate your company's Sales, Support, and Customer Satisfaction. Our CRM software, tailored for small and medium enterprises, aids in reducing your lead cycles, leading to increased sales, while also facilitating timely support for your customers, resulting in enhanced satisfaction and loyalty. By implementing SoulCRM, you can foster a more efficient and customer-focused business environment.

Customer Relationship Management (CRM) Software is designed to streamline a significant portion of the sales activities within businesses. When combined with marketing technologies such as marketing automation, CRM solutions provide an exceptional opportunity for both small businesses and large corporations to flourish. It is crucial for every organization to skillfully handle prospects, leads, opportunities, activities, and current customers with meticulous attention. CRM Software plays a vital role in this strategy, making the management of the business sales process not only easier but also more efficient. A successful marketing approach guarantees that high-quality leads are continually flowing into the sales pipeline. However, many sales systems offer only basic marketing functionalities, forcing companies to acquire and integrate additional marketing applications, which are often costly and overly complicated. This reliance on separate solutions can lead to inefficiencies and hinder overall productivity. Thus, finding an all-in-one CRM solution that encompasses both sales and marketing features can significantly benefit organizations in the long run.

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.

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

Relying solely on inbound leads and sales is not a sustainable strategy for your business. Salesdash CRM software streamlines the organization of leads and enhances sales outreach, enabling you to secure new sales more effectively. With this tool, you can customize and dispatch emails swiftly, ensuring that your communications resonate with your leads on a larger scale through targeted bulk emailing. You can keep track of delivery rates, opens, and potential spam issues, eliminating the need to ask colleagues about a lead's status. The software allows for easy monitoring of activity history and notes related to your customers, helping you advance deals through the sales process with efficient pipeline management and improved sales forecasting. Additionally, it simplifies the process for your website visitors to express their preferences and provide contact details, enabling you to capture leads using web forms. By enhancing your "speed to lead" with real-time alerts, leads are automatically integrated into your CRM, ensuring that you can track notes and assess interest effectively. Furthermore, integration with G-Suite or Outlook allows you to send templated emails directly from the CRM and monitor their engagement. With the ability to connect to Zapier, you can automate processes and seamlessly interact with over 4,000 other tools to optimize your workflow even further. This comprehensive approach not only boosts your sales efforts but also enhances overall customer engagement.

FinCRM is a comprehensive CRM solution that offers a variety of features including accounts management, opportunity management, revenue forecasting, and automated lead capture, designed to enhance the efficiency of your sales and marketing initiatives. This affordable CRM software is capable of delivering an exceptional user experience, ensuring zero data leakage while providing automated processes for sales and marketing, along with comprehensive sales tracking and pipeline management. Additionally, FinCRM functions as an office management software, offering tools for task management, daily timesheets, meeting reminders, and financial data management, all of which contribute to streamlining your daily office operations and improving overall productivity. With its extensive features, FinCRM not only supports sales growth but also simplifies the complexities of managing an office environment.

Twenty is an innovative open-source customer relationship management (CRM) platform that serves as a contemporary alternative to conventional solutions like Salesforce. Released under the GNU General Public License (GPL), it empowers users to take control of the software and tailor it to their specific business demands. Among its standout features are contact management, opportunity tracking, task creation, and a timeline view for documenting notes and activities. With a strong focus on simplicity and ease of use, the platform integrates keyboard shortcuts and search capabilities to enhance navigation efficiency. Additionally, a vibrant community of developers supports Twenty, fostering collaboration and ongoing enhancements, ensuring the CRM adapts to meet the evolving needs of its users. This commitment to user-driven development makes Twenty a compelling choice for businesses seeking a flexible CRM solution.

Innovative solutions for ambitious small businesses. A customer relationship management (CRM) system designed for your sales team allows you to monitor the complete client journey, from the very first click to the final deal closure. The intelligent mail feature will retain client information, categorize emails using tags, assist in planning tasks on a Kanban board, and generate email templates. You can engage in conversations with both clients and colleagues through our integrated chat system, seamlessly embedded in all FreshOffice applications, ensuring it is always available when needed. Automation features will initiate ad campaigns on social media, automatically dispatch email alerts and text messages, allocate tasks, and generate leads. Furthermore, even if you lack extensive data analysis expertise, you will still have access to comprehensive analytics covering all essential metrics. This enables you to make informed decisions and refine your strategies effectively.

Achieving success hinges on comprehending how customers engage with your company and responding promptly to their needs. Perch provides an unparalleled solution for Customer Experience (CX) leaders and their teams, enabling them to gain a comprehensive view that enhances market share while refining the customer journey. By monitoring essential trends, evaluating the performance of both human and virtual agents, and analyzing customer behavior metrics, you can proactively implement changes that lower your customer acquisition costs (CAC) and boost customer lifetime value (LTV). Effortlessly obtain answers to your queries, gaining insights into current situations, the reasons behind them, and the appropriate actions to take. Elevating the customer journey can lead to improved conversion rates and higher retention, while effectively managing operations fosters greater agent productivity and overall customer satisfaction. Additionally, you can optimize your budget across various marketing initiatives and lead sources, ensuring resource allocation aligns with your strategic goals. Moreover, fine-tuning your contact strategy by channel will enhance your contact rates and ultimately drive better engagement outcomes.

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.

Enhance your customer communication by adding a personal touch, which can significantly improve satisfaction through the use of live chat. Crisp goes beyond mere chat software by streamlining all aspects of your customer interaction into a single platform. Your customers will enjoy a fantastic experience with a collaborative inbox, allowing you to address inquiries from website visitors with ease while simultaneously cutting costs using our live chat application! Research indicates that visitors who engage through chat support are more inclined to complete a purchase. With our complimentary chat solution, you can implement automated messaging that fosters proactive customer service, transforming casual visitors into potential clients. If you believe CRM software is solely about managing contacts, it’s time to shift your perspective. Crisp CRM offers a wealth of features that extend far beyond basic functionality, providing small businesses with tools to automate mundane tasks, enabling them to secure more deals. With Crisp, you can funnel more high-quality leads into your sales pipeline efficiently and effectively. This not only enhances operational efficiency but also ensures your business is well-equipped to thrive in a competitive market.

xpdCrm is an integral component of a holistic professional services automation software solution designed to empower your organization in managing sales data effectively. This all-encompassing tool is a valuable addition to the xpdOffice suite of enterprise-level on-demand solutions, offering an intuitive interface that enables businesses to oversee opportunities and facilitate deal closures. With xpdCrm, you can dedicate more time to nurturing customer relationships rather than getting bogged down in administrative tasks. The software adapts to your specific lead and customer management styles, providing real-time analytics that help you evaluate your business performance and make informed choices. Employees require tools that streamline their workloads and enhance productivity, rather than create additional challenges; simplicity is key. Moreover, xpdCrm ensures that you have quick access to customer information, and since xpdOffice operates on a web-based platform, you can retrieve data from anywhere globally, including on your mobile device through xpdWireless. Additionally, xpdOffice seamlessly integrates with other widely-used applications such as Microsoft Word, further enhancing its functionality and user experience. This level of connectivity and ease of use makes xpdCrm an invaluable asset for any organization looking to optimize its sales processes.

IQProspects serves as a user-friendly CRM growth engine designed specifically for banks and credit unions, enhancing sales and service efforts. Top commercial bankers spend a significant portion of their day engaging with customers and potential clients, and now there's a solution that facilitates relationship-building even while on the go. With the Quest Analytics mobile applications, productivity is maximized outside the office, allowing bankers to stay connected and efficient. IQProspects meticulously tracks every phase of the loan process, from initial opportunity to underwriting and ultimately to closing. If delays in loan processing are an issue, the customizable workflow within IQProspects streamlines operations to ensure loans are completed swiftly and accurately. The journey begins with identifying a prospect, and Quest monitors progress throughout this entire process. In addition, IQProspects introduces new marketing event management features that enable institutions to effectively oversee each golf outing, charity event, or any other marketing initiative aimed at strengthening relationships, providing a comprehensive toolset for modern banking. This innovative approach not only enhances productivity but also fosters deeper connections with clients and the community.