Alternatives to SP CRM

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.

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.

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.

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.

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.

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

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.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

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

Why pay for CRM softwares that only offer 60-80% features that you don't use? Benchpoint is a premium CRM software that is specifically designed for startups and small businesses. It offers premium features at a lower price. The dashboard's minimalist design makes it easy for sales teams to see all the deals in progress and streamlines sales pipeline management. You can get critical insight into how deals are flowing through efficient lead management and lead scoring. You can instantly see which deals have been won and lost and keep track of your sales process. You can identify stagnant areas in sales and fix them to ensure that your sales pipeline is not clogged. Benchpoint allows you to sync your Microsoft or Google account and track all customer interactions from one place. Mailchimp integration options make it easy to launch email marketing campaigns and send bulk emails.

Tubular, a sales collaboration and workflow platform for sales teams, makes managing your sales pipeline easy and less tedious. Tubular is an easy-to-implement platform that provides sales tools that allow your team to focus on closing deals. Tubular makes selling again fun and engaging with features like tracking leads from multiple sources, triangulate data, seamless integration capability, multi-user collaboration, and many more.

All sizes of B2B sales teams can benefit from affordable CRM. Maximize Sales Pipeline: Quickly identify key opportunities & risks & plan activities to close more opportunities with workXmate CRM. 360deg Sales Data at Fingertips: Track leads, accounts, contacts, opportunities, activities, invoices, quotes & payments. Integrated Tally Integration. Customers can see errors-free transactions. Convert qualified leads to opportunities and quotes to invoices with the CRM. Complete sales force automation in the Cloud, available as a SaaS on Demand: Give tools to your sales team to make better business decisions and close more business deals faster. Segmenting Customers to Maximize Returns: Use CRM software for segmenting customers using industry best practices. Then, focus on reaching the most profitable segments.

Zendesk Sell (formerly Base) is a next-generation CRM software that accelerates sales for modern sales teams. Zendesk Sell allows small business, mid-market, and enterprise sales teams to improve their productivity, visibility, and process efficiency. Zendesk Sell features an intuitive user interface that allows teams to access, analyze and collaborate on relevant data. It also prioritizes leads and opportunities and drives sales actions with data. You can make calls, send emails, schedule meetings, view deal history, and even log everything manually from one place. Sell allows you to close deals from anywhere. It gives you the power and flexibility of a desktop sales tool, even when you're not physically there. Zendesk Sell is simpler than legacy sales management tools and easier to use.

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

All contacts are not the same. We know how complex relationships can be created by some contacts. Aritic Sales offers a flexible and effective way to establish relationships with contacts of any type. You can link a contact to another company, which could help speed up the buying decision. Aritic Sales CRM software gives you a 360-degree view of both the macro and micro levels. You can identify deals (open, won, lost), set milestones and track customer interactions. You also know how likely it is that a deal will be closed. Track customer journeys, monitor real-time information, establish relationships and capture new leads automatically to maintain your sales pipeline. All the advanced CRM features you need to manage your sales funnel and ensure a smooth sales cycle.

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

Sales Desk allows you to access the data generated by your team while they work. You can create and fill out sales reports to identify the strengths and weaknesses of each sales rep and keep track of all that happens in their sales cycle. It provides a detailed insight into your customers and their buying habits. Sales Desk also prompts sales reps for follow-up on their meetings and activities. It also lets you know when important opportunities are about to close, giving you a 360-degree view of your sales cycle. Activity Base allows users to manage all their daily activities, as well as keep track of pending and upcoming activities. Each opportunity can be linked to a quote that can be updated and managed. For both company and user, create personalized quotations.

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

Routzy is an iPad app that combines the best features of multiple business utilities into one mobile sales center. Transform your leads into customers today. Keep track of all customer and prospect communication from one place. Routzy is the perfect tool to help mobile sales teams create optimized sales routes in seconds. You can create professional quotes instantly to increase your chances of closing deals on the spot. Digitize all your paperwork and create the forms that you need to handle any situation. Create compelling presentations to communicate your ideas and boost your sales pitch. Dropbox integration allows you to access contact information and track worker activity.

Get complete visibility of all customer activities, records, and history from a single interface. One unified view of the customer allows you to streamline your actions and reduce clicks. Drill down deeper into customer data using advanced drill-down features. Use the AI built-in to find the best opportunities and speed up deal closures. Get recommendations on what to do next in each sales situation. Predictive insights into deal probability help you focus on high-value opportunities. Replicate winning strategies using advanced forecasting and analytics that are time-aware. You can track sales performance with real-time metrics, reporting and analytics without having to use spreadsheets. Dashboards for each role help predict the evolution of your pipeline and quota achievement. Automate and streamline your sales processes using drag-and drop workflows and guides built in. Smart Guides automate complex sales tasks for seamless sales process management. Native integration with third-party tools allows for seamless collaboration.

Team365 CRM offers a simple and clean interface layout with a variety of unique features to increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function. Below are some Team365CRM features. - Sales pipeline: Drag and drop deals, add activities, and follow up on leads using our visual pipelines - Automations: Automate sales-related tasks to help you stay focused on your deals - Lead generation: Create, prioritize, and follow-up on leads with a multi-feature toolkit - Integrations: Use our API or one our 275+ integrations to seamlessly integrate Team 365CRM into your business Dashboards: Forecast, focus, and track the impact of your team’s actions with reports and insights

Marketing automation software allows you to nurture prospects and track your results. It can be seamlessly integrated with sales management software to help you close more deals. Sales Management Software allows you to track activities, manage customers, and grow your pipeline. You can create beautiful reports that will help you make business decisions. Project Management Software allows you to organize your team, collaborate on tasks, track progress, and keep them informed. Visualize your goals and reach milestones. Get things done. Beautiful dashboard that inspires users to want more. You can easily track your game progress and status. Earn badges, coins and complete collections. Turn it in to receive real rewards. Expect results and motivate users. Sales people love to compete. Instil competitive spirit in your team to increase sales.

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

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.

Easy-to-use CRM software for sales that separates leads and opportunities. Teamwork CRM allows you to split leads and opportunities into separate pipelines, giving you greater control and visibility over your sales process. No more trying to keep track your leads through multiple spreadsheets or emails. Teamwork CRM gives you full control over your sales process, giving you more insight into how to speed it up and making sure nothing gets lost. Your team will have one place to track everything, from the first contact to the closing of the deal. This will allow them to know where they are spending their time and how each deal is progressing throughout the sales cycle. To create a more results-focused pipeline, separate your deals into opportunities and leads to increase your forecasting accuracy for revenue. Increased visibility leads to increased revenue.

Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success. Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.

Small and medium-sized businesses may not have the budget for expensive CRM software. BPACRM365, a modern CRM and project management app, runs in your Office 365 cloud. It leverages technologies for instant discussions, video conferencing (Teams), collaboration with (SharePoint), process automation and reporting. Users will love their CRM app on any device, whether it is a smartphone, tablet, or PC, and with their favorite tools such as Teams or SharePoint. BPACRM365 allows you to provide a superior experience for your sales and service teams. You can also explore new technology areas. BPACRM365, unlike third-party CRM systems is built on Microsoft tools. This maximizes user experience. Run the app on Microsoft Teams to increase productivity, make faster decisions, have instant discussions, and access CRM content while you chat.

We have everything you need, from prospect to client. Track activities, take notes, and manage your pipeline. Integrate your inbox to sync important email with your CRM. The only interactive prospect portal that comes with the CRM for Finance suite makes it easier to close deals. This tool is for financial professionals. Obsidian's Business Intelligence Suite provides a variety plugins to help financial firms analyze investor and portfolio data. This includes subscription tracking by portfolio, salesperson, or representative, performance analytics, risk analytics, and account activity & tracking. Obsidian's interactive portals are available to all types of clients, including professional, institutional, and high-net worth firms. This suite allows for unparalleled flexibility in client communication and is suitable for all investment management firms.

You can create as many sales pipeline dashboards you need. You can track your sales activities, business activities, team recruitment sales funnels at any time. Every lead you generate becomes a top-of-the-line opportunity in your dashboard. Once your leads have been entered into CRM-Hub dashboard you can create as many stages as necessary. You can move them from one stage to another. Determine their current status in the sales cycle. CRM-HUB stores any lead or prospect that is entered into the system. It also contains all the contact information needed to manage your new connection seamlessly, from prospect to prospect to customer. Your calendar dashboard allows clients and prospects to schedule meetings and calls, just as any other subscription service. Except for CRM-Hub the data is all in one location. You can reach your clients as easily as they can reach you.

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

Every company and every sales process are unique. Cirrus CRM includes everything you need. We can also customize it to meet your needs. Our expert sales team will help you optimize and implement the most efficient CRM tool. Your sales team can identify, prioritize, and explore current relationships. Segment your customer base using real sales data from ERP and finance systems. Focus on your A & B customers along with your pipeline of prospect prospects, and quickly deploy tasks. You can now easily see the status of any deals that are close, those that need some push, and those that aren't moving at all. Reduce dead opportunities and allow your sales team to focus on the opportunities that matter.

Focusing on the deals that have the highest value will increase your company's revenues. It is important to have a clear and concise deal pipeline. Flexie has created a powerful and easy-to-use deal management system that allows you to focus on the deals that will bring the greatest value to your company. Don't let high-value deals slip by the wayside. You can create as many deals you wish with our user-friendly, customizable deal pipeline. Drag and drop deals to move through the stages and use filters to find specific deals. You can close more deals, set new targets and adapt your deals pipeline to your sales thinking. Assign tasks and deals to your sales reps and managers.

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

Direct Focus CRM software gives salespeople the ability to understand customer needs and deliver exceptional sales experiences. You can build lasting customer relationships and get feature-rich support for your sales, marketing and service activities. Our lead management platform allows you to identify and engage the top prospects early in your sales cycle. All customer and lead information is available to you. It allows you to prioritize leads and qualifies them with guided surveys. You can convert more prospects to customers by streamlining the relationship between sales and marketing. The opportunity management software gives you insight into prioritized leads and allows you to introduce key contacts to influence the outcome and accelerate buying decisions. It allows salespeople to collaborate and helps you capture product and sales information.

Honcho CRM is a simple to use CRM application that offers advanced capabilities such as lead management, visual timeline, one-click deal pipeline updates, sales team formation, 1 minute sales reports creation, data import, Google Calendar sync, and more. Honcho CRM integrates sales and marketing functions. We needed something that would be easy to use and not cost too much.

Kreato's Sales CRM Platform, powered by Axlerate Sales Acceleration AI, accelerates sales. Core Sales CRM arms sales teams with much-needed sales execution capabilities with the right mixture of sales pipeline management, engagement, and automation tools, whereas Axlerate AI augments sales team decision making and execution capabilities throughout the LOC (Lead-Opportunity-Closure) sales cycle to sell faster, smarter and more. Automatically adds rich layers of information to customer profiles. Intelligent mechanisms enable auto to distribute new leads to the right sales reps. Auto captures new leads via web forms, landing pages and emails. It also makes calls, chats, and takes calls. Based on state changes and pipeline events, Auto assigns tasks to sales reps. Pre-configured reports can be generated and emailed to management according to schedule. Auto send customers personalized emails at pre-defined times.

CompanyHub is a cutting edge customer relationship management (CRM), software that integrates Sales Bots. It helps to manage leads and sales pipeline activities. CompanyHub integrates email tracking, scheduling, and reporting technologies to provide a smart CRM solution that allows sales teams to work together from a single platform. CompanyHub is customizable and easy-to-use. It helps you build strong relationships and win more business by nurturing leads, reminding clients, automating alerts and creating follow up tasks for contacts.

Salescamp offers a customizable sales suite that can be customized to drive sales growth at all stages of the sales cycle. Salescamp integrates with any application to make lead collection easier. You can quickly and securely collect accurate leads. To save time and communicate easily with your customers and team members, use the CRM. To achieve success in business deals, assign tasks and activities to your teams. Automate and filter your accounts. With graphical sales reports, you can quickly understand and predict your business's growth. To have a positive effect on your business, prepare your sales report with valuable information on sales performance. Your dashboard will allow you to track your sales data and make the best decisions. You can track all of your sales activities and identify the best customer for your company. Connect with your customers using the inbuilt SMS and calls.

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

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

Our open-source CRM software can be used by any type of business, no matter how big or small, whether you are a single channel business or multi-channel company that is focused on B2B or B2C or both. Our open-source CRM software comes with many features that can be used to optimize conversions, grow sales and improve customer satisfaction. Track which leads convert into opportunities and which opportunities become customers. It's time for you to get to know your customers and offer a superior customer experience. Learn more about our open-source CRM software by watching our video. Our flexible platform allows you to leverage customer data, build relationships, and increase sales. Every step of the customer journey can be monitored and analyzed. Track qualified and unqualified leads, manage open and closed opportunities, analyze customer wins, losses, and forecast your company's sales pipeline accurately.

All the tools you need for running your business are available in one powerful CRM platform. Contacts, Sales Agents and Opportunities. Orders, Tasks, Orders. Territory Management. Advanced Reporting. You can manage your business from anywhere, whether you are at work or on the move. On average, a business spends 68 hours a month on administrative tasks. Don't be one. Connect with Profi WebForm (contact page that is connected to your website), Google (login and calendar, import contacts), Whosms(SMS), Mailchimp [email marketing], Jabber (telephone booth and VOIP). Assign territories to companies and agents to help you organize your sales activities. Your business can be organized by region and product category. Who closed the most deals this month? Which products are the most popular? Who bought them? You can get a great overview of how to increase sales with powerful reporting. Make decisions based on data and eliminate the guesswork.

Microsoft-Integrated CRM for Insurance. Automates sales processes & marketing campaign management. You can compare sales effectiveness activities to production goals. Superior, industry-specific user experience. Lead tracking functionality allows you to recruit new agents, profile prospects and retain agents. Use dashboard reporting to create relevant campaigns, segment accurately and use the dashboard reporting. Integration with iPipeline Agency Integrator. Use the data you already own in your company.

SeoToaster CRM is the perfect tool for any website-centric campaign or organization. It comes with a mobile-friendly landing page builder, full-blown Content Management System and Google News friendly blog system, as well as a Shopping Cart. It can also be hooked up to SeoSamba Marketing Operating System, allowing you to deploy in one click call track and multi-site activity tracking, as well access advanced marketing features. The SeoToaster CRM Ultimate mobile application allows you to connect to any number cloud or on-premise CRM installations. You don't need to log in and sign out of another app. You can access all your contacts and send them text messages, emails, or drive to their locations. You can also add notes, look at open opportunities, and see where they are in your sales cycle. All this from your smartphone. Inbound calls automatically create contacts in your CRM, before leaving notes and a recording of your conversation.

Manufacturing Cloud allows you to fine-tune your virtual selling moves, align sales and operations, as well as create a unified forecast. One platform that integrates with the back office allows you to manage customer, partner, employee interactions. With scalable digital manufacturing solutions, you can close more deals and get access to new growth opportunities. Service agents and technicians can now optimize field service by having a 360-degree view that includes customer data. Manufacturing Cloud helps you to increase collaboration, reduce inefficiencies, and maximize transparency. Manufacturing Cloud includes Sales Cloud, Service Cloud and manufacturing capabilities such as Account-Based Forecasting, Rebate Management, and Service Cloud. You can get a single, accurate picture that shows your net new opportunities side by side with your customer agreements or demand forecast. Get new manufacturing innovation three times per year to help you drive operational excellence and achieve operational excellence with the manufacturing model.

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

Konnect CRM software allows your marketing, sales and customer service teams to work together. They can share information and manage all interactions with prospects, customers and leads. Konnect CRM helps sales teams win more deals. Many CRMs don't work because they offer little value to sales teams. Konnect CRM is different because it offers excellent features and customer service to help small businesses succeed. Konnect CRM is designed for SMEs to help them manage their sales processes effectively and quickly. The Konnect CRM solution helps manage the customer relationship from pre-sales through to post-sales. Konnect CRM allows companies to manage their customers throughout the entire life cycle, from acquisition to after-sales support. Konnect CRM has some unique features that allow companies to easily upsell, cross sell, and retain their most loyal clients.

Delta Sales CRM is a sales management software that allows you to manage all aspects of your sales cycle. It can help you manage customers, leads, invoices, and sales activities from one platform. Your data will be safe and your leads will stay organized. Customer relationships will be enhanced if you pay attention and respond promptly. Automate repetitive tasks and save time. Double team communication with a managed sales pipeline, reminders, and notifications. You can track and have a better understanding of lead sources, which will enhance your decision-making. Sales would be increased if you have organized information, timely communication, and follow-up. You can save 20 hours per month by storing all customer and lead data in one place.

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