Best PlanPlus Online Alternatives in 2024

Find the top alternatives to PlanPlus Online currently available. Compare ratings, reviews, pricing, and features of PlanPlus Online alternatives in 2024. Slashdot lists the best PlanPlus Online alternatives on the market that offer competing products that are similar to PlanPlus Online. Sort through PlanPlus Online alternatives below to make the best choice for your needs

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    monday.com Reviews
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    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.
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    Pipedrive Reviews
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    Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.
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     monday sales CRM Reviews
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    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.
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    HubSpot CRM Reviews
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    HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.
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    Planfix Reviews
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    The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.
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    Shape Software Reviews
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    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.
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    Act! Reviews
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    Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life. Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.
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    Odoo Reviews
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    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.
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    Bordio Reviews
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    Bordio is a project management software designed to help teams organize their projects and tasks efficiently. As a task management tool, Bordio allows you to plan out your team's week using a project planning calendar, prioritize tasks on a kanban board, and set reminders for meetings—all in one integrated platform. Imagine effortlessly dragging and dropping tasks into your online calendar, color-coding them for clear visibility of today’s priorities and upcoming commitments. Got a meeting? Schedule it directly in Bordio’s work board and streamline your workflow by eliminating the need for multiple apps. Plus, you can engage in real-time chat within a task, keeping all related conversations and files organized and accessible. Bordio’s integration with Google Calendar enhances this functionality, creating a unified view of all your schedules. This project management tool offers an affordable solution for comprehensive work management. It serves as both a team management software and project tracker, making it easier to manage workloads, track progress, and ensure projects are completed on time. With features like the task tracker and team task planner, Bordio empowers you to monitor each task's progress.
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    Keap Reviews
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    Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.
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    Salesmate Reviews
    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!
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    Close Reviews
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    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.
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    Weave Reviews
    Why use 8 systems when one package could do the job? Weave allows patient, client, and customer communication to be easier and more efficient while working in and out of your office. This is especially helpful during COVID. Weave makes it easy to communicate with clients and patients.
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    Top Producer CRM Reviews

    Top Producer CRM

    Top Producer Systems

    $109/month/user
    6 Ratings
    The Top Producer CRM gives agents the tools they need today to maintain client relationships at all stages of the client lifecycle. Top Producer is more than just contact management. It provides MLS data, email and websites, text, intelligent insight, and automated marketing to keep you top of mind. Top Producer provides a wealth of conversion campaigns, transaction workflows and situational templates that will help you maximize your day. Keep in touch with contacts by using 360 views and X-Factor insights from social media. These insight auto-update profiles, photos and interests, as well as jobs and locations. MLS Property Insights Track your client's properties of interests with a free MLS Connection* for listings shown, viewed or inquired about. Create dynamic workflows starting with a new lead and ending with a close. These will be updated as tasks are completed, minds change, or dates miss.
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    TopBuilder Reviews
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    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. Experience the next breakthrough in construction software. With our new mobile functionality, you get all these wonderful benefits anywhere at any time. Experience the new industry standard with TopBuilder. 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.
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    User.com Reviews
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    User.com is a full-stack software for marketing automation. It allows you to communicate with customers and manage your relationships. User.com is one platform that offers many features. It provides you with robust tools for sales, marketing, and support. You can use the different features to communicate with your customers consistently across a variety channels such as email marketing, mobile push, SMS messaging and call centers. This will make every visitor happy. You can see every piece of data and measure it all with all activities organized in one place. This can be customized to show only the essential metrics you choose to make it easy to take action. Are you ready to try it? Register now for a free trial at User.com -
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    IXACT Contact Reviews
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    IXACT Contact is a real estate CRM that makes it easy to manage your contacts, keep in touch with communications, active business, and online presence. All this in one, simple-to-use software. IXACT Contact's unique marketing automation and content will help you become the real-estate professional that your clients remember and prospects want to work with. IXACT Contact agents see an average increase of 55% in their GCI.
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    Salesforce Reviews
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    Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.
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    Less Annoying CRM Reviews

    Less Annoying CRM

    Less Annoying CRM

    $15.00/month/user
    5 Ratings
    The Less Annoying CRM is a contact chief that was developed in the beginning of private companies. You can manage your contacts, drives and logbooks, as well as to-do's, from one simple web application. Our product is based on three core standards: simplicity, reasonableness, as well as exceptional client benefit. Clients get a 30-day free trial to test the CRM. Clients can also reach out via email or telephone if they have any questions.
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    HubSpot Customer Platform Reviews
    HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.
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    SpinOffice CRM Reviews

    SpinOffice CRM

    Mulberry Garden

    $27.50/month/user
    2 Ratings
    With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. No matter what you’re working on, how big or small the task may be, SpinOffice makes it super easy to get stuff done. And best of all, you share all information in the database with your colleagues. That makes SpinOffice CRM the ultimate team application for any small and medium-size business. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.
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    Senegal Software Reviews

    Senegal Software

    Senegal Software

    $25-$55 month
    CRM, finance, workforce management software and many other areas. You can manage every aspect of your company. Select the modules that you need to save time and money. Staffing simplified Our founders have over 20 years experience in the staffing industry. They built and rebuilt an internal platform to help their team work smarter and not harder during that time. One day, a competitor saw the platform our founders had built. She stated that every company in the industry was trying to solve the same problems as their internal platform. She suggested that everyone should have access to their platform. Senegal Software was founded in 2016. The result is a modular platform that allows you to run your business from anywhere on any device. Our software today helps clients save time, money, and increase productivity. We don't stop there. Our team continues to work with clients to find new ways for automating and simplifying staffing.
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    ClientTether Reviews
    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!
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    Salesforce Essentials Reviews

    Salesforce Essentials

    Salesforce

    $25 per user per month
    Essentials is a sales and customer support app. You can think of us as an extra pair - multiplied by 1000. All your customer data can be organized in one app. All your sales processes, from initial contact to closing, can be tracked in one place. You can support your customers via phone, email, and web chat. You can manage your business from your smartphone. To visualize key business metrics, create dashboards and real-time reports. Sync with tools like Dropbox and DocuSign.
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    RealSavvy Reviews

    RealSavvy

    OJO Labs

    $299.00/month
    We create beautiful websites that are easy to edit and help build a solid foundation for any real estate marketing plan. Engage your site visitors, drive traffic, and capture leads. Fully-integrated CRM for agents: Get rich insights, manage marketing lists, and automate lead routing to your team or yourself with our fully integrated CRM. With instant lead alerts, a robust client dashboard, you can stay on top of your game. Our unique collaborative home search converts 9x higher leads than other IDX solutions. It makes it easier for users organize and to socialize. Let us help you rank higher! RealSavvy can help you market your real-estate business like a pro, with everything from themes that appeal to millennial buyers to luxury designs for top-producing brokers and agents. Create stunning marketing pages for your listings, and give your brand the digital boost that it deserves.
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    Airtable Reviews
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    Airtable allows you to organize your work in your own way. Airtable is an all-in-one collaboration tool that combines the power and flexibility of a relational database with ease-of-use spreadsheets. It syncs data instantly across all platforms and devices. You can choose from a variety of formats to view the tasks at hand: grid, calendars, Kanbans, galleries, and forms.
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    CentraHub CRM Reviews

    CentraHub CRM

    CentraHub

    $10 per user per month
    1 Rating
    #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.
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    ActivePipe Reviews

    ActivePipe

    ActivePipe

    $300 per month
    ActivePipe, an innovative email marketing platform, uses intelligent automation to nurture clients. ActivePipe was created to address the specific needs of real estate professionals. It allows users to build relationships at scale, unlock hidden opportunities, and create new business opportunities. The power of email automation will nurture your clients and help you build long-lasting relationships. ActivePipe connects you with the best leads each day by setting it up once. Spend more time selling than marketing. Top agents respond to all leads within 100 minutes. ActivePipe makes it easy by identifying high-value prospects who are ready to buy and sell right away. Get leads delivered right to your inbox when people are ready to take action. Before you pick up the phone, know what your clients need.
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    Tapdesk Reviews

    Tapdesk

    Ayulla

    $9.99/month/user
    Tapdesk is a CRM tool that allows you to search for leads and streamline your sales process. This will allow you to spend more time closing deals and save money. It is designed for sales professionals and companies with a sales team. Tapdesk is powered AI and our Machine Learning algorithm provides relevant data to help you increase productivity and reduce waste. Our unique search engine allows users to search for potential customers and decision makers based on multiple criteria. Tapdesk is designed for finding leads that are relevant to you and your niche. Tapdesk AI is designed to simplify complex processes that require many computational steps. Tapdesk AI is reliable and fast. This experience is truly amazing, and we simply call it genius.
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    Boston Logic Platform Reviews

    Boston Logic Platform

    Boston Logic Technology Partners

    $39.00/month/user
    Boston Logic Platform will take your real estate business to new heights! Boston Logic Platform is a revolutionary rental inventory management system. It offers secure web-based login capabilities and easy to edit web pages. Intelligent marketing automation and fully integrated customer relationship management (CRM). Users can build stronger relationships with clients by leveraging Boston Logic Platform. Boston Logic Platform also offers market reports, email marketing and pay-per-click (PPC), deal tracking, custom design and template, IDX search, listing administration, and many other useful features.
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    Avidian Prophet CRM Reviews

    Avidian Prophet CRM

    Avidian Technologies

    $55 per month
    Context switching can reduce productivity. Switching between Outlook and your CRM is a waste of time. Keep your teams moving without causing unnecessary delays. Get started today with closing more deals and improving customer relationships. With Prophet CRM, we have helped thousands of companies streamline business processes. Join us today for a demo. Your team uses Outlook every day, so why shouldn't your CRM software? Because Prophet CRM is built into Outlook, it's easy for sales and marketing teams to use. Our dedicated team of project managers will help you to easily adopt the CRM in your company. Our Gold Support plan offers a 2-hour SLA. All support staff are full-time employees based in the United States. Avidian, an employee-owned business, was founded in 2002 in Seattle. It provides a CRM solution directly within Microsoft Outlook.
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    Optima-CRM Reviews
    CRM, or Customer Relationship Management, is a broad term. Optima CRM is real estate software that focuses on proven processes that allow you and your team to take control of your business. This software is for both experienced and novice users. OptimaCRM can handle all types of real property and transactions. You can finally handle any transaction related to residential-commercial-industrial-land in one place, from any device at any time. OptimaCRM is constantly evolving, incorporating new functions based on market trends and changes around the world, unlike other solutions that have stagnated. Our international users are the ones who decide where we're going next! All the major languages are supported so that you can use the language that is most familiar to you. Our support team is multilingual and can assist you via phone, email, chat or tickets, as well as in person, whenever you require.
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    Kunversion+ Reviews
    The best lead acquisition and relationship management solution for top-producing agents and teams. Over 40,000 real estate professionals in the US and Canada trust Kunversion. It captures more than 500,000 buyer/seller leads per month. Your team can generate more business with the new Kunversion+. Kunversion+ plus has been a leader in IDX websites, lead generation and automated follow-up since 2011. We have helped top-producing agents and teams close thousands of deals and generate millions of leads. Kunversion+ has even more tools and features that will help agents and teams succeed. Kunversion+ features multiple responsive themes and powerful customization options. We offer 99% coverage for the USA and Canada via IDX. Make every listing shine by putting your best foot forward.
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    Respacio Reviews

    Respacio

    Respacio

    $29.00/month/user
    Respacio Real Estate CRM allows you to manage all aspects of your business including buyers, vendors, properties, and sales and marketing. Integrate your advertising on multiple websites, portals, social networks, and more. To increase efficiency and speed up nurturing, instantly view all sales pipeline details. Automated workflows and task automation can increase sales associate productivity. You can create unique designs that load quickly across all devices. For the best local SEO rankings, you can work in multiple languages on different servers. Increase conversion rates for enquiries. Distribute properties in multiple languages to hundreds of global real-estate portals. Create new feeds quickly that are compatible with any other market system. Accept incoming feeds from partner agents, MLS system and other marketing sources.
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    Bhoomi Reviews
    Integrating all departments within a real estate company. Fully integrated system that can be modularized to simplify and automate business operations and make better business decisions. Bhoomi is a multi-module software application that integrates activities from Product Planning, Material Purchase and Inventory Control, Contractor Management, Project & Construction Management, to Contractor Management. The goal is to make the entire company system more efficient than the individual employees. Real-estate companies in India are under great pressure to retain skilled workers due to the rapid growth of the infrastructure sector. Bhoomi ensures that the operations continue to run, even in such high mobility environments.
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    EspoCRM Reviews
    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.
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    Propertybase Reviews

    Propertybase

    Propertybase

    $79 per month
    Ideal for teams, agents and brokerages who want to increase their productivity. Propertybase can help you convert leads into long-term clients. Propertybase and Lone Wolf provide the industry's most comprehensive tools, including CRM, Back Office and Lead Generation. This makes every step from search to sale a seamless and intelligent experience. You can see how we combine IDX websites, CRM, back-office tools, and other tools to help real estate professionals meet today's challenges. Technology cannot replace the value of real agents. Propertybase gives you the tools to automate tedious tasks, reach more customers, and propel your business forward. Propertybase Salesforce Edition is a market-leading technology that helps real estate companies in 60+ countries to grow. Propertybase GO is the perfect software to help you grow your brand. It is designed to increase collaboration and performance.
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    OSL Office Reviews
    OSL Office is the perfect solution to running your real estate business. Accessible from any device, OSL Office is a subscription service hosted in the "cloud". Administrators, Agents Managers, and your clients all benefit. The Office solution is modular and includes Listings, Contacts, Sales, Promotions (VPA), and your Office Company Website. You can access a complete listing database that includes every Listing you have ever had. This includes Appraisals, Pending available, Conditional, Unconditional Listings. Add your Vimeo, Matterport, Istaging, and Youtube video links quickly and easily to your listing. If you have an OSL website, any changes made in OSL Office will be updated on your website immediately. We can export your listing to your website (not hosted by OSL Office) if required. Standard REA XML data feed. There are more than 40 portal websites that we can export to. All you have to do to manage your listings is edit them.
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    Simple Sales Tracking CRM Reviews

    Simple Sales Tracking CRM

    Simple Sales Tracking

    $15 per user per month
    Simple Sales Tracking, a web-based CRM software that tracks, analyzes and forecasts individual and team sales pipelines and contacts, is web-based. Simple Sales Tracking was developed out of a need in our sales team. We tried many crm sales tools back in 2005, but each one proved too complicated, difficult to learn or expensive. All your important files should be kept together so that they are easily accessible to your entire team. You can also link the files to your Sales and Contacts so that you can quickly retrieve them. Keep track of all your to-dos. Fully featured task management system, which is also integrated into the Contact and Lead Management features. Any important email message you send to your personal email address will be automatically stored in the system. A link will also be created between two email addresses that are identified as matching any of your Sales or Contacts emails.
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    SuiteCRM Reviews

    SuiteCRM

    SuiteCRM

    £95/month/unlimited users
    SalesAgility, the creators and maintainers of SuiteCRM, is the award-winning Customer Relationship Management software. The application is fully scalable and enterprise-ready to meet any business size. The application can be customized to suit your current and future business processes. The best part is that the application is Open Source and free to all users. SalesAgility is excited to welcome SuiteCRM 8, the company's largest release since 2009. SuiteCRM 8 will bring fundamental changes to the UI as well as a new core framework.
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    ReFrame Engage Reviews
    Advanced conversational intelligence to provide unparalleled customer experience. Advanced conversational intelligence for a superior customer experience. The solution empowers employees to deliver efficiently from anywhere, anytime, using any mobile device. Create service time-slots at the level of any entity (staff/dept/location) with intervals suited for your business or service.
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    Build Formula Reviews
    Build Formula assists with every stage of the build, from sales and project planning to material tracking, client communication, and material tracking. This comprehensive solution has been designed to meet the needs of the Real Estate industry for managing construction projects. Complete Sales Management allows you to manage and grow your customer relationships. It includes tracking, data visualizations, sales and more. Build Formula is your partner in creating amazing customer relationships. You can now close more leads using a simplified process. Your business is built by your system. Automate your construction process, increase productivity, and create an organized future for you real estate business. Process Build for Your Business.
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    Thryv Reviews
    Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.
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    OnePageCRM Reviews
    Top Pick

    OnePageCRM

    OnePageCRM

    $9.95 per user/month
    26 Ratings
    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
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    FreeAgent CRM Reviews

    FreeAgent CRM

    FreeAgent Network

    $33 per user per month
    FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.
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    TotalBrokerage Reviews

    TotalBrokerage

    Brokerage Management Solutions

    $399 per month
    TotalBrokerage connects with every front-end website. TotalBrokerage can capture your online leads from any third party portal, lead generation website, Facebook or custom website. We organize and track them in one central location. The Marketing platform allows for you to eblast hundreds, if not thousands of emails per day at your customers and prospects. Staying in touch with your customers has never been easier thanks to drip campaigns and an integrated HTML editor. Transaction management allows users create, edit, and store all necessary forms and documents. All contacts and vendors can be tracked and reported on. The activity log can be used to centralize all pertinent information such as inspections. You can set up the automatic calculation of all your agents commissions in any way that you like. We can calculate any complicated commission calculation, whether it is flat, tiered or fees. We can sync to Quickbooks Online and Quickbooks Desktop natively, so your accountant will be happy. Track expenses down to the vendor or transaction level.
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    BrokerSumo Reviews

    BrokerSumo

    BrokerSumo

    $45.00/month/user
    BrokerSumo offers a cloud-based commission management software for real estate brokers. The software provides all the tools that real estate professionals need to manage their financials, agents, and office in one platform. BrokerSumo can do it all, from onboarding new agents to managing and processing monthly billings to customizing commission plans, closing fees, and more. It can also sync to QuickBooks for easy accounting.
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    onOffice Reviews
    The online-based realty software onOffice enterprise is the result of years of software experience in terms o quality, reliability and innovation. OnOffice has been a vital part of the real-estate industry since 2001. This software was created for real estate agents and aims simplify the work of all real estate professionals. The real estate software and first-class web design offer are both designed to help real estate agents have a stress-free, organized day. The secure, web-based, portal-independent real estate software is trusted by more than 30,000 users. It exceeds the expectations of companies in real estate with its outstanding features, including networked brokerage in cloud, optimization work processes, creation websites, and other marketing tools.
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    The Real Estate Platform (REP) Reviews
    A powerful region website that displays all your listings, offices, and agents will improve lead generation. All levels of your organization can be equipped with tools to manage transactions and support accountability. You can streamline operations by being able to control listing publication, manage agents, track lead activity and productivity, monitor response times, create recruitment marketing, and transfer agents, agendas and contacts easily. You can grow your agent business by using powerful tools such as the agent productivity dashboard, drip marketing campaigns, automated buyer following-up, synchronized agendas and a mobile app.
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    AscendixRE Reviews

    AscendixRE

    Ascendix Technologies

    $79 per month
    AscendixRE, a powerful CRM for commercial real-estate brokers, is easy to use and intuitive. It is flexible and adaptable to your needs. It is intuitive and simple. The CRM is built on Salesforce and addresses the needs of commercial real-estate firms. It provides complete functionality for commercial real estate, as well as world-class security and experience, and the most up-to-date tools to increase the productivity of your brokers. Cloud-based CRM that you can access from anywhere and on any device. AscendixRE is built upon Salesforce and converts it to an easy-to-use, comprehensive CRM for commercial real-estate brokers. Prospecting tools can be used to create targeted lists of contacts that you can call and send emails to. Receive automatic reminders when lease terms expire or when it's time to contact your contacts. You can easily monitor and plan your sales activities.