Alternatives to Team365 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.

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.

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.

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

Zoho CRM offers a simple and clean interface layout with a variety unique features that 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.

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.

T-CRM, a cloud-based Customer Relationship Manager, encompasses direct interactions with clients, such as sales- and service-related processes and forecasting and analyses of customer trends and behavior. T-CRM comes with the following features: Manage Your Prospects Cold Calling and Prospect Filtering Lead Follow-up & Conversion Track Tasks and Activities Better Monitoring of Sales Team Know your business status for each opportunity! Customer support MIS Reports

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.

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.

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

Osmos is the sales quotation software that automates the entire process. Osmos allows you to create, send, and follow-up on estimates and quotes all day. Osmos automates the creation of quotes, saving you time and effort. It organizes all sales quotations in one place, making them easily accessible to you and your sales team within minutes. Osmos allows you to inflow quotes from anywhere, whether you're at home, at work, in a coffee shop, on the go, or even in the office. No matter where you are, you can create, send and review quotes from any device. Osmos provides real-time forecasts and sales data with customizable dashboards. Monitor sales leads, sales reps, quotes and generate reports to help you make data-driven decisions. You have complete control and flexibility over the design of your quotes. Drag-and-drop functionality makes it easy to create your own quotes in minutes.

Founded in Austin, Texas, Orca was built under the premise to create a simple solution to effectively manage a customer advocacy program within Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful sales application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.

The fusion between Account-Based Marketing and Account-Based Sales (ABS), drives incremental revenue growth. Segment and prioritize high value accounts using augmented insight. Create structured plays using guided selling and custom content to engage customers. Dashboards and detailed metrics help you demonstrate value and measure the impact. Scale up account-based play. Engage customers with guided sales motions. FusionGrove allows B2B marketing teams, sales teams, and channel partners collaborate to transform revenue success. Close deals faster and progress leads. Engage accounts effectively with optimized content and guided sales motions. Directly assign leads directly to sales reps, channel partners or other channels. Precision targeting and enhanced account insights will improve campaign performance and lead conversion. Build structured plays to synchronize interactions based on account.

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.

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.

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

Sales CRM can improve productivity and visibility for sales teams. Bulit for Sales People. Sales CRM to improve pipeline and funnel visibility for sales teams. Our Valued Services What We Offer 360 o Customer Access & Identification of Customer Profiles & Touchpoints (websites, products, interactions) from one screen. Lead Scoring. Lead Scores. Use lead scores to determine which sales leads are hot and which ones are not. Data-backed insights help you prioritize follow-ups. Auto lead assignment Let the CRM automatically assign leads for you to hand-picked salespeople. Tasks, notes, and files Create tasks for leads and customers. Collaborate with your team to complete tasks. Quick notes can be made for each contact. Files can be shared and managed. Sales Pipeline In a single glance, locate all the deals at each stage of your pipeline. To get a better overview of your pipeline, sort and filter deals. One click to communicate.

Every channel can be turned into a revenue stream and help drive business growth. Automately capture leads and sales enquiries via websites, emails, social media channels, phone calls, etc. The key to any business' success is the management and monitoring of its sales pipeline. Visual pipeline allows you to keep track of all the deals at different stages. 360deg customer view in one screen Communicate with your contacts via multiple channels. Access the conversation history of every contact. Focus on the important stuff and let the rest go. To automate follow-ups and assign deals to users, create rules and workflows. PipeCycle can be connected to other productivity apps. Find Leads near you, capture their location. Capture team members' locations automatically and view them on Map.

Don't waste your time creating contacts and entering data. Instead, focus on converting leads to deals. All information related to a lead can be stored in one place. Pre-defined reports are easy to understand and will streamline your workflow. Get organized to increase revenues. You can keep track of what you need to do next and gain insights from past data. We spoke to hundreds of businesses to find out their requirements so that you can have a simple CRM. Multiple sales pipelines can be created to track different aspects of your sales process. Filter leads in a pipeline by users, products and sources. The sales pipeline view can be used to perform a variety of actions, such as adding or renaming leads, assigning users to leads, and moving them to another stage of the sales funnel.

Chakra Sales CRM is a sales-oriented software tailored for small businesses to organize and streamline their sales process. Easy to set up and use, user-friendly interface to operate, workflow automation to increase efficiency and speed, and no-code configurations to customize in a self-service manner, Chakra offers ease of use, flexibility, and effective workflow automation to boost speed and productivity. Teams can instantly start by plugging in the lead generation sources, connecting their email and calling apps, creating a custom sales pipeline, and setting up reminders and automated tasks. Advanced setups like API or webhook integrations, WhatsApp Connect, calendar sync, Lead nurturing workflows, and automated assignment of leads can be easily configured by teams. With customization in layout, user access, custom reports, and notifications, Chakra gives great flexibility to teams to build a solution to suit their needs. Trusted by over 8000+ users and over 150 organizations across industries, Chakra Sales CRM helps boost revenue by managing sales, marketing, and support operations.

Premier Connect is a sales engagement platform which transforms your LinkedIn profile into an outbound sales machine. It is designed for B2B and B2C markets and allows users to scale outreach processes efficiently by using advanced automation features. The platform allows users to create personalized campaigns by capturing keywords that make each connection unique. It also supports unlimited follow-ups to nurture leads and ensure that no sales opportunities are missed. Users can gain insights on campaign performance with robust analytics and reporting tools. This allows them to develop data-driven strategies that will help generate more leads. Premier Connect offers seamless integration with CRM and customizable inbox filtering for effective lead management. By automating repetitive tasks the platform allows users focus on building relationships and securing deals, ultimately driving significant growth in revenue.

Centra REMS, an online property management system that is easy to use and fully customizable, caters for all real estate sales, marketing and asset management needs. It is an agile CRM for real-estate management that provides users with a complete view of all business aspects and allows them to access the multi-featured dashboard. Centra REMS provides a single-stop solution for real estate sales and lease companies. It also includes modules like owner's association or project management, making it a complete property management platform on one platform.

Track automates the qualification, routing, scheduling and following-up of your inbound leads, so that your team can focus on closing. Faster meetings with high-intent prospects. Simple shortcuts and snippets can double your sales team's productivity. Use customized and branded forms, or integrate Typeform. Round Robin Routing, instant scheduling, with reminders sent via email, WhatsApp etc. Support and feature requests are handled quickly. Instant lead routing, faster time to lead, and reduced meeting time. Instantly qualify leads, increase speed-to lead and reduce the time to meeting. Track allows for complex routing flows and scheduling across geographies. Improve pipeline velocity to increase win-rates.

All employees should have one customer profile. Keep your finger on the pulse by using graphs and charts to show sales and forecasts. Track conversions end-to-end with personalized email, voice, or print with a personal touch. It works on any device. All you need is a mobile browser. Mobile bookmark Free CRM for quick access. You can view all of your sales activities in one place with our deal tracking tool and sales funnel dashboard. To help you create more effective CRM messaging, you can see where each customer is in the sales cycle. This includes their deal size, contact history, and even competitor information. Reports and Dashboards give you a clear, concise view of all the happenings. Targeted marketing campaigns can be developed based on customer history and customer profiles. Send unlimited emails to create email campaigns that include time-sensitive promotions or other opportunities. You can track your marketing in real time, improve the quality of your leads, and focus on it.

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.

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.

Organize your leads effectively. To qualify leads quickly, track phone calls, meetings and notes. Know the stage of each opportunity. Who worked on it. What happened so far. How likely it is that it will close. You can accurately predict what the actual sales will look like in the next week, next quarter, and next month. Custom Sales Pipeline. You can customize each stage of your sales cycle by adding as many or as little stages as you like, and determining the likelihood of each stage based on its stage. This instant report shows you the total activity of each sales representative, including notes, phone calls, and custom forms. Alerts will be sent to you when deals are not updated for a pre-determined time. Motivate your sales team with real-time information about the commissions they earn on deals. A powerful dashboard provides instant overview of the upcoming Activity and key performance indicators of your staff.

Use a user-friendly Lead Management System to manage your leads. You can record and analyze every conversation, chat, and email you have with prospects and customers. You will have complete visibility into your sales pipeline and can track lead momentum to improve lead reviews and forecasting accuracy. Keep an eye on the competition. Stop wasting your time combing data from disparate tools and databases. All your contact information and follow-ups can be accessed in one place. You can make sales calls, send emails and assign tasks, as well as leave detailed notes without ever leaving Oryx Cloud. Automatedly assign leads to the right sales reps, create follow up tasks, and add new business deals to your CRM. Targeted market segments can be reached with tailored communications based on keywords discovered in conversations. Every conversation yields a wealth of insights that can be used to inform decision-making and help you get to market.

Lack of a comprehensive technology platform that will allow your mortgage team to convert more leads into sales. Missed customer follow-up can result in lost sales opportunities and pre-approvals. There is no technology that can handle the entire deal flow, from lead to pre-approval to closing live deal, through mortgage process, workflow, documents management, mortgage funding, sales reporting, after-sales service, and mortgage funding. There is no enterprise-grade technology that scales with your business and can grow with it at a low cost. Revo will increase your revenue by converting more leads into sales through advanced leads and pre-approvals management. Revo will improve the customer experience by providing personalized contacts and timely communications that support their buying decision.

Opphound makes it easier to manage your sales opportunities. Opphound is a quick and intuitive sales pipeline management tool that allows organizations to close more sales deals and grow their businesses. It includes integrated sales planning, planning, and team collaboration functionality. Additionally, it allows you to visually assign staff to specific sales opportunities.

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.

Revenue Grid is an AI Guided Selling platform. It provides step-by-step guidance to sales teams towards the best results, deals at highest risk, and actions with the greatest impact. Guided selling, a new concept in B2B sales, focuses on the needs of sales teams. Our goal is to provide step by step guidance on every deal rep has in their pipeline. This will help sales teams be in a better position to win by having full visibility into the sales process, deals, and team activity. Know the status of each deal, what has happened in the past and what is coming up.

LastingSales is a leading platform that consolidates sales leads from different sources, optimizes response times, and revolutionizes lead follow-up. Our customizable sales funnels, streamlined leads distribution, and comprehensive reports set the standard for managing sales teams. LastingSales, with its focus on global expansion and diverse marketing strategies is poised to dominate B2B SaaS. Our AI engine, which we developed to target different sectors and countries (starting with the real estate sector), will help us achieve unparalleled success as we continue to expand our reach.

SP CRM is a simple but powerful CRM built on Office 365. It provides a complete view into the sales pipeline and activities. It can support the entire sales cycle, from lead capture to opportunity tracking and account management. SP CRM is built on Office 365 and Microsoft Teams. It can be used as a part of your sales team's day without the need to log in to another program. Your sales reps can track opportunities and have access to all the documents, information, knowledge, and documentation they need to close the deal. The portal collaboration features allow sales staff, such as sales engineers, sales developers, and sales managers, to work together. SP Projects and SP Customer Service can be combined to create a complete customer management solution.

Relatas, the AI platform that successful sales teams use to execute sales, manage accounts and forecast, is called Relatas. Relatas is used daily by over 10m+ users from more than 300 cities around the world. Relatas believes every company should have an AI platform for sales. We offer packages to suit every purpose. Relatas has the right package for you, whether you need an AI-based dashboard for CXO, sales rep productivity, forecasting, or account based selling. No-data-entry Sales AI Platform will improve the performance of your sales team. Get a custom quote from us today.

All-in-one business management platform with features for team collaboration, project tracking and budgeting. Analyze deals, estimate costs of rehab, and create stunning investment report that will impress lenders and partners to secure funding. Never miss a deadline with the easy-to-use features of project calendars, schedules and task management. Track expenses, manage budgets and forecast profitability for every project. Flipping houses can be a tricky endeavor. Our house-flipping program provides you with the tools to manage projects, estimate rehab costs and analyze deals. Get a high level overview of your real estate operation. You can easily track the status and stage of your Leads so that you can close more deals. With a centralized view, you can track progress more effectively.

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.

LoneScale allows you to identify your most probable buyers and fuel real-time buying intention to your pipeline. Automate the generation of pipelines and convert warm leads into revenue Track job changes of buyers, prospects, and customers to identify warm leads and grow your pipeline for potential deals. - Hiring sales trigger can help you increase win rates and revenue. By going after the right leads at the right time, [Buyer timing + pains to solve = qualified pipeline that has a high probability of buying]

EASE ERP software is designed for construction and real estate companies. It facilitates the flow business information. It combines all of your business information and makes it easily and quickly accessible to anyone who needs it. EASE ERP is an essential tool for productivity. It enables you to forecast, plan, and schedule effectively. It integrates all aspects of the business, including CRM, Sales, Purchase, Inventory, Document management, Finance, and Human Resource. Features Manage your prospects with ease Distribute the leads to the Sales Team Integrate with your website Book Your Reservations Integrate with any 3rd Party Website Send SMS and Email to your Customers Manage Multiple Sales Team Pay Online Send follow-up reminders to sales team via email/SMS Email Reports on Daily Sales Activities Get monthly Productivity Reports Management of agents or brokers

Zyprr enables businesses to connect with their customers in a new way. It will increase the productivity of your team so much that they won't want to work anywhere else. You can easily manage all your contacts and accounts, leads, sales pipelines, forecasts, customer activities, and more from one place. Superior customer support and help desk service - Manage tickets, customer emails, selfservice, knowledge base, and much more. Integrated campaign management allows you to stay on top of lead nurturing and drip marketing. Inventory items make it easier to invoice and manage orders. Customers and employees will have full visibility and accurate information. Secure collaboration and storage for you business. Set reminders so you never miss a contract renewal deadline. You can customize your dashboard and create custom reports to view the KPIs and activities driving your revenue. Integrate with multiple email systems, receive notifications, make comments, and sync calendars and activities all from one platform.

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.

Software that can manage inventory, order, and finance for the event industry. ConventionSuite is a single-source, intuitive system that allows you to run more efficiently, sell more, grow your business, and it even includes a financial calculator. Get rid of spreadsheets and data entry. Create new sales channels quickly and expand your market reach. ConventionSuite's complete event business feature set will help you take your business to new heights. ConventionSuite's software provides the tools you need to organize, promote, and create events. It includes insightful dashboards as well as marketing tools that fill the room. Our sales forecasting CRM allows sales teams to accurately predict future sales growth using their pipeline of potential sales deals. You can also set quotas and track progress from one place. You can automate inventory management, reduce handling costs, optimize cash flow, and optimize cashflow. Our unified system will allow you to monitor project profitability in real time and make faster decisions.

Replicate the playbook of the top rep in your company and close more sales. Customize agents to match your team's workflows. Fills CRM properties, creates sales, and updates information in real-time based on predefined rules. It will research companies and prospects in order to help you better target and qualify leads. Sends timely follow ups to prospects, and updates deal stages in the CRM automatically. Creates and sends personalized outreach, based on thorough research of the company and prospects. Leads are automatically assigned to the appropriate sales reps according to location, time, specialization in products, etc. Automating CRM tasks creates a new pipeline for closing more deals. By automating scoring and conducting detailed research, you can engage only the most promising leads. Automating personalized follow ups to increase SDR productivity. Automatic meeting creation and rescheduling according to time zones. Automated emails ensure timely follow-ups until closure.

Access CRM provides sales teams with the tools they need to win more business. This is done by improving collaboration and efficiency, optimizing closing rates, and accelerating growth. Its market-leading integration of accounting and ERP unlocks unique insights, predictive intelligence and efficiency gains for marketing, sales and customer service teams. Data-driven clarity about your ideal customer profile leads you to better leads and improved close rates. This accelerates customer acquisition. Tools to reduce churn risk, upsell and cross-sell ensure maximum customer lifetime value. Access CRM features include integration with Mailchimp, Klaviyo and inquiry web forms. It also offers pipeline management with configurable work flows, a document repository for proposal documents, an overview dashboard for the sales manager, and spending trends of customers over time. By connecting your accounting system, inventory system, or ERP system to Access CRM, the data from each system is in constant communication. This allows your team to work more efficiently.

Our intelligent forms allow businesses to optimize their inbound pipeline and make the most out of their marketing budget. Other form solutions are not designed to optimize conversions, but rather to collect data. Dynamic forms that include personalized follow-up questions, call-to action content and other incentives to encourage form completions. Surface allows marketing and sales teams build advanced scheduling, reporting, and routing workflows that integrate their existing tools. Surface forms allow for personalized questions to be asked, allowing sales and marketing teams to get even more valuable information. Encourage users to provide first-party information that sales teams can then use to filter, qualify and book meetings with qualified prospects. Create advanced scheduling, routing and reporting workflows to integrate with your marketing and sales tools.

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.

Flowlu is your ultimate destination for comprehensive business management. Offering a complete suite of tools for project organization, task delegation, financial tracking, and team collaboration, Flowlu empowers you with complete visibility into your company's operations. Streamlining your business processes, Flowlu serves as a centralized hub where you can efficiently manage all aspects of your operations in one convenient location.

Engage empowers your sales team with the power and automation of email, phone calls, SMS, and social touches. Generate more pipeline, close more deals. Automate follow-up emails and save time. Don't let potential customers get by you. For LinkedIn follow-ups, set reminders. Engage insights allows you to identify your most engaged contacts. Advanced contact manager allows you to manage all your potential customers. Integration dialer with click-to-call from your browser – Coming soon! Automate repetitive tasks such as follow up emails, phone calls, and social touch to increase your prospecting. Capture the engagement of your contacts like emails opened, clicked and replied. You can connect with prospects anywhere, at any time, using one-click dialer You can Measure, Analyze and Optimize your team's performance and insights to increase closings. Deep integration with Gmail CRMs - Salesforce HubSpot Pipedrive, Pipedrive, and Zoho.

eMaximation's simple-to-use marketing and sales software makes it easy to capture, qualify, convert, and convert more leads. eMaximation's marketing automation and lead management software helps companies grow their business by capturing, contacting and qualifying more leads and converting them into sales. With proven methods that have worked with small businesses to the Fortune 500, we make it easier to manage your marketing campaigns and sales team. Take a look at the features below and contact us to arrange a demo. Automatically capture and distribute inbound leads to ensure prompt follow-up and the right leads to the correct team members. Intelligently identify prospects lead scores based upon custom business rules. Prioritize and queue up activity lists to support sales team members.