Alternatives to Pipeline CRM

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

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.

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

Pipeliner revolutionized CRM through its unique visual interface, no code workflow automation engine, instant dynamic insights, and reporting. No other CRM offers salespeople and sales managers so many ways to display and analyze sales data, as well as intelligent, system-generated insights. Pipeliner's automation engine and ease-of-integration with other systems (such email, ERP, and Marketing) allow for the elimination of many routine and manual tasks that other systems impose on salespeople and managers. Pipeliner CRM is so different than traditional CRM. This is why we have high adoption rates, low Total Cost of Ownership and a rapid Return on Investment. The system is easy to use and learn, and it takes very little business disruption when it's deployed.

Your CRM shouldn't stress you out. Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps. A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits. Give Nutshell a look. We love growing business.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

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!

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

Smart, simple online CRM. You can build stronger customer relationships, increase sales, and save time. Organize all your customer information in one place. You can track conversations, see the history, and provide more personal experiences. You can tailor your sales pipeline to suit your sales process and spot deals that need your attention or are about to land. With our insightful reports, you can easily identify the activities that have the greatest impact on your sales figures and make better business decisions. You can use Shape Capsule to organize your teams and ensure they only see what they need. Report on their progress and focus their activity. Capsule integrates seamlessly with popular apps such as G Suite and Mailchimp. Capsule Mobile provides caller ID and reminds to save a note in your CRM every time you call. All Capsule features are available on Android and iPhone.

More than a CRM, TopBuilder is the leading provider of preconstruction, sales, and marketing software for contractors of all types and sizes. TopBuilder is the first Construction CRM that helps increase collaboration, communication, efficiency, and profitability throughout your entire sales process. TopBuilder is quickly becoming the go-to tool for construction software. Services offered by TopBuilder specialize in helping contractors, construction companies, and home builders build highly effective, data driven marketing campaigns. The tool was custom built with the construction industry in mind and offers a suite of features that are essential for success in today’s market. Your decisions are only as good as your data. Many construction companies struggle to get full value from their data. Data sources may be scattered across the company, the cloud, and third-party applications, requiring tedious effort to collect and consolidate. A lack of tools and skills makes it difficult to draw meaningful, actionable insights from raw data. TopBuilder’s ContractorBI™ is construction analytics software on another level, featuring intelligent dashboards that enable better business decisions and drive results.

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.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

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

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.

Switching contexts can drain your productivity, so it's best to minimize transitions between Outlook and your CRM. By maintaining a smooth workflow, you can help your teams avoid unnecessary obstacles, leading to more successful deal closures and enhanced customer relationships. Thousands of companies have already benefited from optimizing their business operations with Prophet CRM. Take action now and participate in a demo to see how it can work for you. If your team spends all day in Outlook, shouldn't your CRM be integrated into that environment as well? Prophet CRM is designed for ease of use by sales and marketing teams, as it seamlessly integrates with a platform they are already familiar with—Outlook. To ensure a smooth transition, our dedicated project managers provide personal onboarding support, making the adoption process simple for your organization. Our Gold Support plan offers a 2-hour service level agreement (SLA) for quick responses, with all support personnel being full-time employees based in the United States. Established in 2002 in the Seattle area, Avidian is an employee-owned company that specializes in delivering a CRM solution directly within Microsoft Outlook, enabling businesses to thrive. With our innovative approach, you can transform your customer interactions and drive your success to new heights.

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.

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

DirectDrop Voicemail allows you to respectfully send voicemail messages that can be customized and allow customers to respond at their own pace. Instead of spending your time dialing and waiting for the phone to ring, let the word get out to your entire audience. Then, spend your time talking to the people who are ready to talk. DirectDrop Voicemail allows you to leave a voice message, without having to call. This allows the consumer to respond at their own time. Your agents will remain focused on answering calls from consumers who are ready to talk. Instead of transferring to the tower, carriers switch to voicemail server. Reaching people is harder than ever, especially when asking for money. You can increase loan conversions by quickly contacting your customers and giving them the power back.

CrmOne is an innovative CRM platform that helps businesses scale and enhance their customer relationships. Our all-encompassing solution consolidates marketing and business automation, provides unlimited access to tools & a worldwide CRM system. Our CRM platform is used by over 4,000 organizations in 120 countries. CrmOne is a great choice for companies looking to optimize their CRM process, AI integrate marketing and sales efforts, and achieve global reach, while saving time and boosting growth. CrmOne lets you automatically save leads data, create a user journey, and bring teams together to create an unprecedented sales platform. Create a free website, get richer insights, nurture warm leads, create contact profiles, manage deals, track conversations, schedule appointments, automate workflows, and even simplify your social media posting.

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

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.

Overseeing your sales pipeline can often feel like a daunting and laborious task, but Tubular, a comprehensive platform designed for sales tracking, collaboration, and workflow management, transforms this experience. This user-friendly solution equips sales teams with tools that effortlessly gather leads, enabling a concentrated effort on sealing deals. Among its many features are the ability to track leads from various sources, triangulate data for better insights, seamless integration with other tools, and support for multiple users collaborating effectively. With Tubular, the selling process becomes not only more efficient but also enjoyable and dynamic, reinvigorating your team's approach to sales. Ultimately, this innovative platform not only enhances productivity but also fosters a more engaging sales environment.

Never let the opportunity to close a deal or follow up with a client slip away again. Growing businesses often face similar challenges, such as losing leads, getting overwhelmed by emails, and forgetting essential follow-ups. The reassuring news? Funnel addresses all these issues effectively. Experience Funnel CRM at no cost for 14 days. This intuitive CRM software simplifies lead tracking, follow-up management, minimal data entry, and ultimately boosts sales. It's as straightforward as that. With our user-friendly form builder, you can easily create contact forms; just paste the provided code onto your website, and you're all set. Submissions from these forms generate deals that are organized in a sales funnel rather than cluttering an inbox. You’ll receive notifications when your messages have been read by clients. Impress your customers with polished, professional proposals, and enjoy support for multiple currencies. Funnel effortlessly constructs and maintains your contacts database using the information gathered from the contact forms, requiring no additional work from you. Plus, you can conveniently respond to your clients using your preferred email application or mobile device. This seamless integration makes managing customer relationships a breeze.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

Why waste money on CRM software that offers 60-80% of features you won't even utilize? Benchpoint provides top-tier features tailored specifically for startups and small businesses at a fraction of the cost. Its streamlined dashboard design gives your sales team an easy-to-understand visualization of all ongoing deals, simplifying sales pipeline management significantly. You can gain crucial insights into deal progress through effective lead management and lead scoring systems. With just a click, you can review deals won and lost, keeping you informed and in control of your sales processes. Additionally, you can pinpoint stagnant sales areas where progress is lacking, allowing you to take proactive measures to keep your sales pipeline flowing smoothly. By integrating your Google or Microsoft account with Benchpoint, you can conveniently monitor all customer interactions from one centralized location. Furthermore, with the ability to connect with marketing automation tools like Mailchimp, launching email marketing campaigns and sending bulk emails has never been more straightforward, enhancing your overall marketing efficiency. Ultimately, Benchpoint empowers your business to focus on growth without the burden of unnecessary costs.

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

Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. Teamgate, a web-based full-process sales CRM solution, will help you improve your sales experience and increase your business growth. Teamgate has a variety of features that simplify every step of the sales process, from lead prospecting to closing sales. The platform integrates seamlessly with leading business apps such as Mailchimp, Intercom, Quickbooks, Zendesk, and more, powering sales teams to exceed quota consistently. Say goodbye to hidden implementation costs, consulting fees and add-ons.

The Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles.

Simplify your CRM. All your contacts, deals, sales pipeline analysis, and calendar information - all in one spot Perfectly organized data will simplify your work and give a complete overview of your business. RAYNET CRM is a tool that will help your salespeople and managers. It gives them the tools to score, and the managers the tools they need to monitor the business' future prospects and to keep it in line. You can see who, what, when, with whom, and for how much. This gives you a good overview of the performance of your salesmen. You have complete control over your sales and can save time on meetings and tailoring proposals. Why Raynet? • Easy integration with your calendar, eMail, and phone, • All your data in one location • Your team can work anywhere. • An immediate analysis of your sales score • Increased productivity and effectiveness Get a free trial for 30 days to make sales easier.

Routzy is an innovative iPad application designed for sales that combines the advanced features of various business tools into a comprehensive mobile sales hub. Transform your leads into loyal customers today by ensuring all communications with prospects and clients are neatly organized in one central location. Ideal for on-the-go sales teams, Routzy swiftly generates optimized sales routes, allowing you to maximize your time in the field. You can craft impressive quotes instantly, enhancing your chances of closing deals while you’re out and about. Furthermore, it enables you to digitize existing paperwork and deploy customized forms to handle various scenarios seamlessly. Elevate your sales presentations to effectively convey your ideas and strengthen your pitches. With Dropbox integration, you can easily access contact information and monitor team activities. Routzy essentially turns your iPad into the quintessential standalone sales tool. In summary, this application merges the robust features and capabilities of multiple business productivity apps into one efficient sales platform, empowering sales teams to operate more effectively.

Enhance your business success through a sales process that is both repeatable and scalable. Since a significant portion of your revenue is derived from current clients, it is crucial to nurture those relationships. Utilize visual to-do lists to ensure follow-ups on every opportunity and maintain loyalty among your existing customers. Seamlessly integrate Xero, WorkflowMax, Gmail, Office 365, and more to create a cost-effective enterprise solution. Exsalerate CRM is fully synchronized with Xero and serves as an effective CRM tool tailored for Xero users. We developed Exsalerate CRM after realizing that a comprehensive and budget-friendly system encompassing both Pipeline and Account Management was lacking in the market. Originally designed to meet the requirements of a parcel delivery service, the project evolved due to the powerful integrations with Xero, WorkflowMax, and Mailchimp, leading to the creation of the award-winning Exsalerate App, which continues to enhance business efficiency. This powerful tool not only streamlines operations but also empowers businesses to grow and thrive by harnessing the potential of their existing customer base.

VipeCloud is a complete sales and marketing customer relationship management solution (CRM). It's designed to help small and midsize businesses streamline their marketing operations and track their sales. The key features include lead generation and prioritization, multi-channel communication, engagement analysis, and an autoresponder. VipeCloud provides the support you need in order to get more customers. Your team and you will quickly accelerate your growth with VipeCloud's email marketing, sales automation, and CRM. With workflow automation and lead scoring, empower your sales team to prioritize the most important leads. A simple marketing-to sales handoff can help you grow your sales. You can rest assured that our US-based support team is the best in the industry and will be there for you every step of your journey.

ActivePipe is a cutting-edge email marketing tool that leverages smart automation to cultivate client relationships and drive lead generation. Tailored specifically for the unique needs of real estate agents, ActivePipe empowers users to forge connections on a large scale while revealing hidden potentials within their client database. Experience the seamless benefits of email automation as it works in the background to nurture your clients and expand your reach. After an initial setup, ActivePipe continuously guides your prospects through the sales funnel, ensuring you connect with high-quality leads every single day. This allows you to focus more on closing sales rather than spending time on marketing efforts. Leading agents are capable of responding to all their leads within 100 minutes, and ActivePipe simplifies this process by pinpointing valuable prospects who are poised to buy or sell immediately. With leads sent directly to your inbox right when potential clients are ready to make a move, you can anticipate their needs even before you engage with them over the phone. In this way, ActivePipe not only streamlines your workflow but also enhances your overall efficiency in the competitive real estate market.

Every non-profit eventually encounters challenges with tracking donations. They often struggle with unwieldy spreadsheets, varying data entry standards, and volunteers who leave soon after being trained. Donor Tools addresses these complications effectively. You’re bound to be amazed at how user-friendly it is while still delivering impressive results. Whether you receive checks, cash, or in-kind contributions, or see an increase in online donations, Donor Tools makes it easy to record all forms of contributions. Simply provide a few details about yourself and your organization to get started. Setting up online giving is a breeze, allowing you to begin gathering online donations immediately. Additionally, you can log physical contributions, establish your funds, and generate reports as needed. Enjoy complete access with no restrictions during your trial period. Should you decide to continue using the service after 30 days, you’ll have the option to choose a plan and enter your credit card information for billing purposes. By streamlining the donation process, Donor Tools empowers organizations to focus on their mission rather than administrative burdens.

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

Sugar Sell stands out as a distinctive Customer Relationship Management solution, offering a wide array of features such as sales-force automation, marketing campaigns, customer support, collaboration tools, mobile accessibility, social CRM, and comprehensive reporting. By utilizing Sugar Sell, both individuals and teams can reclaim valuable time that can be devoted to enhancing project focus and engaging more effectively with customers, ultimately driving increased sales. Experience the advantage enjoyed by leading brands by trying Sugar Sell today. Unlike other customer management software, Sugar Sell guarantees an exceptional user experience that sets it apart. Recognized as a four-time winner for satisfaction, reliability, and technical support in PCMag’s Business Choice Awards, Sugar is a trusted choice among businesses. The true strength of our platform lies in the narrative it crafts—one that encompasses your customers, your business, and its future trajectory. When you seek to equip every employee with timely and relevant information, Sugar Sell emerges as the ideal customer experience solution, anticipating needs even before they arise. Additionally, embracing this innovative platform can lead to transformative outcomes for your organization.

Dex is a personal CRM designed to help you maintain connections with individuals you might overlook, integrating platforms like LinkedIn, email, calendar, and your contacts to foster deeper relationships. By consolidating LinkedIn and your daily communication tools, Dex enables you to effortlessly stay connected, track your interactions, and visualize your network. The challenge of manually noting who you've met can consume valuable time, and copying information can be tedious. Keeping your contacts updated is often a struggle, but with Dex, you can link to LinkedIn and other platforms in just a few minutes, ensuring that new job titles and changes are automatically synchronized. This means you can devote less time to data entry and concentrate on what truly matters—nurturing your relationships. Instead of wrestling with complex systems like Salesforce, which are ill-suited for personal connections, Dex allows for easy navigation and smooth transitions in your interactions. You’ll receive notifications whenever your contacts update their professional titles, offering the ideal moment to reconnect and strengthen your bonds. Ultimately, Dex transforms the way you manage and engage with your network, making relationship-building more intuitive and effective.

ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

Small businesses that sell B2B can use a simple but powerful CRM. It automates your CRM using existing data to build better relationships with customers and increase sales. It is a visual, intuitive and simple-to-use sales tool. Built on happiness, with the latest tech, for humans.

BIGContacts helps you capture more leads, convert more opportunities and retain more customers. BIGContacts is the top-rated email marketing and contact management software for small businesses. It helps to nurture and establish leads throughout the sales process. BIGContacts combines a Lead-2-Revenue strategy and a robust customer relationship management solution to ensure that sales and marketing work together to increase business efficiency and profitability.

Many individuals find it challenging to manage their responsibilities when inundated with a multitude of applications and browser tabs, all while notifications bombard them from every angle. Keeping track of countless emails and interactions can be overwhelming, especially when faced with the daunting task of completing numerous CRM forms. Rather than addressing customer issues, team members often spend their time trying to recall the last interaction with a client. With Contact Timeline, you gain immediate access to a comprehensive overview of each relationship, enabling you to engage with your clients while maintaining a personal connection. You can collaborate, assign tasks, and monitor progress—all without having to leave your inbox. Customers prefer a streamlined experience, and CIM ensures that everyone involved stays informed and aligned. Organize your contacts into specific groups and utilize a Get Things Done productivity approach to manage emails and discussions efficiently. The user-friendly interface allows you to access everything with just a single click. Additionally, with integrated email marketing capabilities, you can effortlessly send personalized messages to multiple customers at once, enhancing your outreach efforts. This seamless process not only improves efficiency but also fosters stronger connections with your clientele.

Group Messaging ensures that your organization remains connected through Email, Text, and Voice Messages. For more information about our offerings, simply text EASY to 313131. Our services are TCPA, HIPAA, and PCI compliant, allowing you to send reminders via Text, Email, Voice, or a combination of these methods. Increase your show rates by 28% with our appointment reminders and choose your preferred method of communication, whether it be Text, Email, or Voice. You can also include links to any necessary forms that need to be filled out, maintaining HIPAA compliance throughout the process. Additionally, you can leave voice messages directly in digital voicemail without making any phone calls; these messages are delivered similarly to emails, ensuring that over 90% are actually heard. This approach allows for direct and personalized engagement with customers, making it ideal for Schools, Churches, and Organizations alike. Communicate effortlessly via Text, Email, or Voice without the need for software downloads or purchasing licenses, and enjoy the ability to create an unlimited number of groups. This remains a highly effective communication tool, complete with customizable templates and instant email responses, as well as the ability to run bulk email campaigns. In a digital age where communication is key, our platform stands out as a vital resource for fostering connections.

#1 Custom CRM Software for Business. Automate Sales, Marketing, and Service to Boost Your Growth Automated sales force tools to track, monitor, and manage your pipeline. Increase your sales efficiency by closing more customers. Marketing automation platform to convert leads into sales using email, campaigns, and more. Customer service platform for ticket management. Automate the sale and lease of real property assets intelligently by utilizing site visits, reservations bookings, and possession. Equipment downtime and cost reduction can be achieved while improving team productivity through enterprise facilities and asset management. Dealership Management System (DMS), simplifies automotive inventory, marketing, sales, and service management. Automate the asset lifecycle from procurement, inventory tracking, transfers and maintenance to retirement. Smart analytics allow you to manage customers efficiently with profiling, loyalty and trend analysis.

What is Calldrip? And why should my sales team use it? Calldrip has been helping businesses respond to new inquiries for over 10 years. This experience has allowed us to create our suite of sales automation tools, which we have now made available to thousands of customers around the world. We were able to increase the number of conversations between your sales team members and your prospect by triggering a call while they are still on your website. This can result in up to 900% increase in conversation. Salt Lake City, UT is the home of this privately-held, fast-growing company. Today's Google Micro Moments world requires that businesses engage with prospects FAST. Calldrip provides instant engagement and highlights potential issues in sales processes.

A framework for overseeing a business's relationships with both existing and prospective clients. Customer Relationship Management (CRM) utilizes technology to streamline, systematize, and coordinate efforts in sales, marketing, customer service, and technical assistance. Sales Force Automation (SFA) features a contact management system that monitors all interactions and follow-up tasks with clients. This is particularly useful for professionals such as designers, architects, real estate developers, contractors, agents, and brokerage firms. Additionally, a wide array of other entities, including nonprofits, online businesses, and tech firms, benefit from this system. Furthermore, service providers in various sectors, such as accountants, lawyers, and consultants, also leverage CRM to enhance their client interactions. This comprehensive approach helps organizations maintain strong relationships and improve overall efficiency.