Alternatives to Zixflow

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.

EngageBay, a simple, affordable and integrated marketing, sales, and service automation platform, comes with free CRM. It was created to help small businesses and startups grow. The marketing automation suite allows you to save time, nurture your audience, and automate repetitive, manual tasks. The free CRM and sales automation allow you to organize all your contacts, track deals, and build your sales pipeline. You can also build lasting customer relationships. Finally, you can provide real-time support to customers with the helpdesk and live chat features. In minutes, track, prioritize, and resolve customer support tickets.

Zoho SalesIQ is a customer engagement, live chat and analytics platform that combines all of the best features of Zoho SalesIQ. It unifies all your marketing, sales and customer support efforts, giving your customers a great experience and driving business growth. Get to know your prospects and start the right conversation with them. SalesIQ is optimized for B2B and B2C businesses, regardless of size. It features built-in audio calling, screen-sharing, visitor information, lead ID, a drag-and drop custom bot builder, and an AI-driven chatbot that automates customer engagement. It is trusted by more than 450,000 businesses, including giants such as Mahindra & Mahindra and Renault, IIFL. Suzuki, Zee5, Fluitec and Borner Corp., to serve their customers at all stages of the customer lifecycle. Our live chat software starts at $0 and scales with your business without burning any holes in your pocket.

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.

CRM built on the most important thing - communication Conversations drive sales. Ringy (formerly iSales) handles them all for you. Ringy is an automated sales team that will turn calls into customers. Ringy is a complete CRM that supports your team, improves performance, and bridges the gap between lead nurturing and deal closing. Ringy offers state-of the-art CRM features at an affordable price to help growing businesses. Ringy offers the same cutting edge tech as top CRMs at a competitive price. It empowers sales agents to automate their workflow, reach more prospects and make data-driven decisions to maximize their ROI. Ringy provides sales teams with an intuitive interface that makes sense. Agents can now take advantage of AI, automation, and multiple communication channels without having to spend a lot or learn a lot.

Constant Contact provides small businesses with powerful tools that simplify and amplify digital marketing. Constant Contact Lead Gen & Salesforce (formerly SharpSpring), is a marketing platform that helps businesses grow their sales pipeline, nurture leads, and close more deals. Our tools will help you attract the right leads and nurture them with personalized content to grow your business. Attract Hot leads can be obtained faster via email and social marketing. Score leads based on their activity, and seamlessly pass them on to sales. Nurture - Deliver the right message at the right time to the right people It's easier than ever to nurture leads and follow-ups with sales by using a flexible, central CRM and infinitely configurable automations. Grow - Manage your marketing spend more effectively with real-time analytics and insights that link it to sales results, pipeline and revenue.

We are Conversation Software, not a CRM. Bonzo helps business owners have conversations at scale. It empowers their voice through automation, simplicity, and authentic outreach. Automate workflow campaigns with 5-channel follow up, including email, video and calls. With custom data fields, you can speak directly to your audience and personalize your outreach to them based on their interests. Bonzo Go, our mobile app allows you to respond and communicate with your prospects. To drive inbound conversations, use our pre-built campaign templates. In minutes, you can be up and running. With just two clicks, send bulk text messages, emails, or voicemails to your entire database. You can manage your contacts and people with ease. Remember to follow up with prospects, send documents, and get back to them. In a round-robin rotation, distribute leads to team members and track the progress of each lead.

Clevenio can help you build relationships, increase sales and automate follow-ups with its multi-channel outreach and real-time analytics. Get statistics on the best channels to reach prospects and learn how to reach them. Automate the follow-ups for your sales reps to ensure they follow up with potential customers. Automate your sales process to ensure you don't lose out on the buying window of your target customers. Eliminate guesswork by obtaining analytics on the messaging, cadences, and channels that work best for different market segments. Segmentation of outreach Segmentation of your potential customers and different sales cadences.

IntelliCRM uses the Sales Acceleration technology to call hot prospects first, closing deals quicker.

CRM.io has powerful features that streamline business management. AI Agent simplifies data inputs through conversational inputs while Copilot uses AI to enhance lead enrichment and match. LinkedIn Automation allows for bulk data downloads, RPA actions and AI Cadence personalizes the follow-ups on multiple channels. Lead Enrichment verifies information such as phone numbers and emails, while AI Email Bot manages inbound emails. Tools such as Contact Management, which organizes customer data, Sales Automation, which transforms sales processes, and lead scoring, for better targeting, are essential. Sales Analytics and Deal Management optimize the pipeline tracking while the CRM Chrome Extension allows for quick lead syncing. Document Management centralizes documents for easy access. Telephony App allows voice communication and transcription with recommendations, improving overall business operations.

All the information you need to acquire and convert leads, engage customers, and analyze all of it in one place. Automate lead acquisition and nurturing to convert customers faster than ever. Get a 360-degree view and insight into customers' behavior by connecting engagement channels. All this is to provide a remarkable experience for customers throughout their entire life cycle. Begin the conversation by welcoming visitors with comforting messages that will help them from the beginning. To continue the conversation and convert them to customers, get their contact information. Make it easy for your visitors to convert on the website. Smart web forms and landing pages that allow for drug and drop conversions can help you increase your lead generation. Push leads down the funnel to save time and effort.

Aidium is a powerful CRM tool that helps mortgage professionals streamline their processes, increase their ROI and scale operations. Aidium's Lead Conversion Software will help you streamline your loan origination with its ability to nurture leads, increase the number of successful mortgage deals, and convert more leads. Aidium's Mortgage Automation CRM automates your processes and improves client relationships. It also improves lead conversion through intelligent workflows, data-driven strategy, and data-driven workflows. Aidium's Marketing Software includes a comprehensive set of tools to maximize lead generation, improve client engagement and grow your loan portfolio. You can share your pipeline with your team and have them follow up on leads as needed. Do you have multiple team members contacting prospects? You can now see all their activity in a single, easy-to-use location.

Give your customer messaging experience a human touch. Live chat can increase customer satisfaction. Crisp is more than a chat software. It unifies all channels of customer service and simplifies customer support. Customers benefit from a shared inbox experience. Our live chat app allows you to respond to all your website visitors with one solution. This will help you to reduce costs and save money. Statistics show that website visitors who are assisted by chat are more likely make a purchase. You can create proactive customer service by sending automated messages using our chat solution. This will convert visitors into customers. CRM software is not about contact management. You might be wrong. Crisp CRM offers more than just a CRM software. Crisp CRM has a number of features that can be used to automate repetitive tasks and help small businesses close more deals. Get more hot leads right into your pipeline.

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.

ContactPigeon, an all-in-one eCommerce marketing platform, helps businesses engage, nurture, and convert website visitors to customers via an omnichannel approach. The platform provides proven eCommerce automations, list segmentation, contact management, easy drag-and-drop email campaign generator, and all the tools that an enterprise needs to massively scale across multiple channels (emails, web, SMS, and push notifications). ContactPigeon serves more than 250 enterprises in the US and Europe. ContactPigeon has been featured in the past by Fortune, smartinsights.com and smallbizdaily.com.

To track costs, distributions, payments, and more, you can create on-demand reports. Why reinvent the wheel? Jungo gives you full access Salesforce®, AppExchange®, to save you time & money. Download Phone Burner, Docusign, and many other apps! You can customize mortgage documents and keep all client documents together in one secure place. Streamline your lead generation and loan management workflows to improve efficiency and productivity. Automate dynamic loan process updates for your partners and borrowers. You can send one-on-one and mass texts messages right from your Jungo account. You can create digital and printed marketing materials for your referees. Just one click and you can order branded cards and gifts for your clients. Jungo integrates seamlessly with your most powerful mortgage tools so you can manage all aspects of your business from one login. Jungo's LOS Sync simplifies the loan process and works with most popular LOS systems.

Cogmento offers free CRM, a cloud-based solution that automates sales force automation and customer relationship management. The world's best CRM software helps you convert leads into customers faster. You can quickly grow your customer base, find new customers, and close more deals from anywhere. You can quickly follow up with leads and identify key contacts. All details of sales are displayed in a customizable, comfortable view at the touch of one button. You can manage your pipeline and increase your sales team's efficiency. Every customer is supported on every channel. Personalize customer service, speed up cases, and provide support wherever you are. To help customers quickly, organize all your support channels and customer information onto a single page. This will allow you to route questions to the right agent and assign work based on expertise and availability. Engage your clients and build relationships. Personalize your email marketing and engage with influential social network marketing.

Doplac's tools allow you to search for and collect B2B leads. Automate social marketing and multi-channel outreach. Manage your meetings with ease. Create projects and assign members to teams. Doplac CRM is everything an agency requires to go from zero-to-hero, from managing relationships to generating leads. It has everything you need to boost your agency's success. Use Doplac's power to automate and streamline your agency's workflows. This will allow you to focus on closing more business. Doplac is an affordable and robust CRM tool suite which helps businesses manage sales, marketing and customer service to drive sustainable growth and success. Doplac CRM is designed to meet the specific needs of agencies. It helps agencies with everything from finding new clients to marketing, connecting with clients, scheduling appointments, managing clients and projects, and even getting paid.

Parllay is a personal marketing platform that creates a unique experience for WeChat users. Parllay allows you to automatically identify sales opportunities among your followers, continue to nurture customers at different lifecycle stages, reduce conversion time, and increase conversion rates from followers to customers. Parllay-WeChat CRM helps companies manage WeChat Official Accounts, identify customers among WeChat followers, increase purchase conversion rates through personalized engagement, optimize marketing decisions with in-depth data analysis, and integrate HubSpot CRM to achieve a "follower-lead-customer" one stop management. Parllay and HubSpot's Omni-channel Marketing Automation allows potential customers to discover the purchase path and complete more transactions. You can use each potential customer's behavioral data with HubSpot workflow and Parllay WeChat marketing automation tools.

Aptean CRM uses industry best practices to help customers and increase competitive advantage. Are you ready to create quantifiable business results and reduce risk and expense? Aptean CRM gives customers a complete view. It is designed to give your organization accurate sales, marketing, and customer service information. This will ensure that all departments are in sync and organized. Aptean CRM software provides detailed customer information, including sales, marketing, and service history. It also allows you to make data-driven decisions based upon real-time data. Aptean CRM allows you to streamline your business processes, automate everyday tasks, and save time and money. Our CRM software supports sales staff throughout the entire sales process, from scheduling appointments and following-up reminders to writing emails and generating quotations.

Never let a deal slip or fail to follow up with a customer. All businesses that are growing face the same fundamental problems. You lose track of your leads, get lost under emails, and forget to follow up. The good news is that you can get rid of all this by using Funnel. Funnel can solve them all. Try Funnel CRM for free for 14 days. Simple CRM software that tracks leads and manages follow-ups. Less data entry means more sales. It's quick and easy. To create contact forms, you can use our easy form builder. Copy the code and paste it into your website. Contact form submissions allow you to place deals in a sales funnel instead of an inbox. Know when customers have viewed your messages. Impress your customers with professionally-formatted proposals. Multiple currencies supported. Funnel creates and maintains your contacts list based on the information that they provide through contact forms. No effort required. To reply to customers, you can use your favorite email client and your mobile phone.

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.

Alore Growth OS. Alore consolidates all your growth tech stack and provides everything you need to run your growth function at large scale. Engage visitors to your website, capture their data and build relationships via email marketing and social media. Find new prospects and nurture relationships with existing ones. Monitor and track the performance of your sales team. Ensure that you are always on top of your sales game. Your funnel can be set up to autopilot. Increase your revenue by 10x by generating more leads and sales. You can nurture, follow up, and re-engage your leads effortlessly. Autopilot offers 100x more follow-up actions. Alore CRM is your Sales Machine. It will generate predictable, ongoing revenue for your company starting from Day 1. Alore CRM provides everything you need to manage a large sales team. It can do everything from finding business email addresses, running drip campaigns, and monitoring the performance of your sales teams. It is the only sales tool your business will ever require.

Speak2Leads can be used to optimize sales. You love inbound leads. You don't want to lose sales because of poor follow-ups and response. Our lead response software sends your leads to your reps via phone. You can earn more revenue by waiting. Speak2Leads allows your reps to spend more time calling leads. We will tell you which prospects to call in order of priority. Keep your eyes on prospects and don't think. Your sales reps will be able to communicate with more leads in a matter of seconds. They will close more sales in less time and effort. Speak2Leads integrates seamlessly with your existing sales process. Your sales team doesn't need to learn anything or log in. Answer the phone and follow all the prompts.

Get My Auto DMS+ is a complete dealership management software that streamlines your sales, finance and admin processes. Our cloud-based platform can handle retail and wholesale transactions and is equipped with features such as desking, F&I and contracts & forms. DMS+ will simplify and optimize your dealership's operations. Get My Auto's CRM system is designed to streamline dealerships' sales and marketing efforts. Our CRM has features like customizable workflows, automated SMS and email campaigns, and advanced analytical tools that make it easy to track leads, close sales, and build lasting customer relationships. Our CRM is designed to help you succeed, whether you have a single store or multiple locations.

To maintain healthy relationships with customers, it should be easy to manage tasks, leads, deals, and other details. V7lancers makes it possible by offering a superior product EEZYCRM, a Sales CRM that eliminates your pain points. Automate your work with real-time insights and pitch your leads through multi-channel customer support. The ability to track leads is crucial to closing sales and boosting the business. We have therefore included the Lead management option to ensure that you follow up.

Complete CRM & Marketing Suite. We offer fully managed marketing services as well as an award-winning software platform that will help you establish your brand, get more leads and close more sales. Your CRM software can import your customer workflows. Soffront will help keep the workflows that work and make them more efficient. If you have different customers, you can create different types of workflows. Your workflows can be broken down into stages and tasks that need to be completed for each stage. You can create reusable email templates to suit different stages of your workflow. Automate customer follow up with automated followup emails and newsletters. To convert visitors into leads or subscribers, create beautiful landing pages. Drag-and-drop page builders allow you to visually design click-through and squeeze pages right from your web browser. Our marketing automation software comes with hundreds of pre-built templates. Simply choose one, modify the content, then publish.

Sugar Market is changing the way mid-sized marketing teams reach customers and measure success during the buyer journey. Increase your website traffic and get visibility into their digital interactions. Convert leads with conversion-focused landing pages, emails, and forms that are intuitively built using drag-and-drop builders. These leads can be qualified with multi-step nurture campaigns or sophisticated lead scoring models. Use your marketing automation platform to align with sales by only allowing qualified leads. Sugar Market allows you to easily identify which tactics are effective and where improvements are required. This will allow you to refine campaigns and deliver consistent results. Sugar Market is the marketing automation solution that you need. Sugar Market offers a carefully curated tool set that includes intuitive campaign builders, advanced automation, and superior reporting. This allows marketers to focus on what is most important.

Keep track of your appointments and reminders. Engage your leads to create accountability within your team. Use AI to elevate the quality of your emails, notes, and correspondence with clients. Ambivo is the place where business owners go to build a successful business for their teams. Enjoy working with a solution that is all-in-one. Our state-of-the art CRM system will help you close more deals. Let go of manual work with a robust automation system. Our AI empowerment suite will optimize your CRM and business process. Get guidance on nurturing customers, closing deals, or maximizing profits. Automate and improve communication with ease. Customizable widgets help you capture leads more efficiently. Flexible reporting solutions can provide valuable insights. Ambivo is a platform that business owners can use to build a successful team. Ambivo offers specialized modules for real estate and brokerages.

SalezShark will help you manage your unique marketing process and drive engagement at every customer touchpoint. All channels are the right channels to send the right messages. You can create emails, social ads landing pages, postcards, and other communications from one place. All your customer data can be organized in one CRM with email automation and sales automation. You can manage your pipelines, update deals, or follow up whenever you need. SalezShark Connect+ allows you to optimize your marketing process by giving you access to the most accurate and actionable data. This will help you reduce marketing expenses and increase your impact on your target audience.

Messages that are tailored to your customers' needs can be sent in an infinite number of ways. You can assign statuses to leads, identify them and create the best strategies to improve your workflow. You can use this data to make informed decisions about your leads and your team. Most businesses struggle with providing adequate attention to their communication channels. Leadsales provides you with all the tools necessary to follow up and generate new business.

We have all the features you need for multi-channel outbound campaigns. Our powerful algorithm will automatically enrich your contacts and find missing email addresses. You can organize your contacts using lists or our dynamic smart segments. We recognize that your business is unique and allow you to personalize Overloop by adding custom fields. Connect your LinkedIn account to automate profile visits, connection requests, direct messages, and more. Track opens, clicks and visits, bounces, responses, and even out of-office or automated replies. Your emails can be sent as replies to previous emails. You can generate more revenue and spend less time on repetitive tasks with powerful workflows that use a simple visual interface. Tasks are powerful tools to get things done. You can create different types of tasks depending on what you need: action, call or email.

All-in-one marketing software designed for LinkedIn. Our advanced marketing automation and lead generation tool for LinkedIn helps thousands of LinkedIn users to simplify prospecting and grow their businesses. Automate and simplify your LinkedIn work. Octopus is a powerful but simple autopilot for LinkedIn. It automates your work and offers a variety of amazing features. Send personalized (automated) connection requests to LinkedIn 2nd and 3rd-level connections. You can message hundreds of 1st-level connections in bulk. Automatically endorse up 7 skills on LinkedIn profiles of your contacts. You can automatically visit hundreds of profiles. Imagine being able to automatically connect with your target audience. After the connection requests have been accepted, you can send a "thanks" message, endorse a few skills, and then convert these prospects into clients by following up. This software allows you create your own LinkedIn lead generation funnel.

Email blasts and landing pages that don't require coding can help you capture more leads. Sales automation makes it easier to close deals and provides world-class customer service via email and chat. You can add as many contacts as necessary - one million, ten million - it's all possible. The more contacts you have the better your sales. You can import existing contacts via excel, drop them into webhooks, or capture them via landing page on your website. You can add as many fields as necessary. You can either choose a high-converting funnel template or make one from scratch. You can create as many funnels you like. Conversion funnels can be built to drive visitors to upsells, cross-sells, and paid conversions. You can track the performance of each step and optimize it using actionable data. Choose one of these email templates and choose the target segment to send it. You can track open and click rates to compare performance across campaigns and segments.

Automate your insurance marketing and lead management to maximize the power of automation. Top producers don’t have more time than you do, they just have a better way of using them. Insureio offers a systematized, automated selling approach that results in more sales, less paperwork and happier clients. Track leads, events and tasks. Forecasting for sales and productivity is possible with opportunities posted to your dashboard. Pre-built reports are also available for instant analytics. Minimize non-revenue-generating activities. Drop-ticket app fulfillment provides proactive case management, approval automation and e-Policy delivery. Automate marketing, lead generation and sales functions. With a single click, you can implement lead nurture campaigns and status driven follow-ups. Our easy-to-use app allows you to quote over 40 major carriers for term, permanent, LTC, disability, annuities, and more.

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.

JeffreyAI is an AI-powered business automation platform developed to boost sales and marketing activities. It delivers functionalities for generating leads, automating emails, managing social media content, marketing via WhatsApp, and conducting SMS campaigns. Furthermore, it equips users with resources for streamlining workflows, dynamically interacting with customers, and automating numerous operations to evolve business approaches. Through the adoption of sophisticated AI technologies, JeffreyAI seeks to optimize processes, enhance productivity, and foster business expansion, enabling users to concentrate on cultivating relationships and conducting deal discussions. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead Generation

Increase your revenue with instant two-way conversations. This tool is designed for your home improvement team to automate all your voice, text, and email conversations in one collaborative workspace. Homeowners want a better experience from the moment they request a quote to the time they have their project installed. Hatch integrates directly with your lead sources. It puts you in touch with leads as soon as they click "submit". This includes voicemails, emails, and texts. Never miss another follow up. Hatch redefines follow up by automatically re-engaging every lead quoted after 48 hours without a response. Hatch takes the stress away of appointment confirmations, product updates and scheduling installations.

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.

Conversational messaging for Salesforce, Zoho, and other CRM-based messaging platforms can help you win more deals. Text messaging is the best way to respond to an inbound lead and foster an interactive conversation. Consumers are more likely to attend events and meetings if they are reminded. A seamless notification process is possible with CRM-driven automated SMS messaging. Omnichannel messaging allows your business to communicate with customers across all channels from the CRM. With a robust mobile app, you can work from anywhere. Our technology allows for tight CRM integration, routing, notifications, and keeps the conversation going. Conversational messaging can be used to increase engagement and build better relationships.

Teknovate CRM is the best Indian and International B2B and B2C sales and marketing software. It helps in synchronizing customer communication between business departments. It serves as your personal lead manager. It will capture your leads from all sources, send an intro mail/SMS to the lead, and remind you of all your activities. You can manage multiple departments within an organization, including Sales, Marketing, Projects and Tasks, as well as potential other teams. Our personalized task reminder dashboard will remind you to follow up on any follow-up. Automated Assign leads to the right salesperson based upon product/service. Manage it effectively. Our marketing automation system will reduce the time it takes to follow up and auto-follow up. Your employees will perform better if you reduce their tasks. Automated, targeted and constant follow-up can increase leads conversion rate. Our BI Reporting Dashboard gives you the most advanced reports and live data.

Your business is what matters most. closing more deals faster. You can ensure that every lead is converted to its full potential by routing it to the right person on your team. Your prospects and your team members deserve nothing less Match leads to accounts, then route leads to team members Close faster if your reps reach out quickly to your prospects. Do not lose revenue due to leads getting lost in the cracks. Follow up fast and win more. Assign leads as they arrive - to your account executive, SDR team or CSM by matching leads with your named accounts in real time. Convert them as soon as they are available. Conversion is all about speed. Reps, Reps & More Reps Visual Canvas allows you to easily build flows Drag and drop interface for managing workflows in real time

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.

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.

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.

Kimoby helps you communicate better with your target audiences and increase your business productivity. You can support your customers by answering their questions promptly and exchanging information via text message or multimedia messaging. Automate repetitive communication tasks such as order confirmations and service updates, reminders, approvals requests, and friendly follow ups. All your appointment confirmations, cancellations, rescheduling and rescheduling can be managed in one user-friendly interface. You can increase customer retention and sales by sending detailed inspections or diagnostic videos in a timely, efficient manner. With Kimoby's video feature, you can build trust with your customers as well as improve customer satisfaction. Send personalized feedback requests. You can immediately act on the visual insights you get by analysing comments in real-time.

Dynamic Self-Syndication™ is our powerful marketing automation software that will help you take your law practice or medical practice to new heights. Are you tired of manually connecting the dots and trying to manage multiple tools for your marketing? DSS makes it easy to manage your website, traffic and leads, email marketing reputation, social media, local listing, and email marketing. There is no need to purchase separate software or tools. DSS is more than a CMS like WordPress. It's marketing automation software that will make you stand out from your competitors. DSS CRM lets you create automated email drip campaigns, newsletters, and follow-up sequences to your contacts. You can tailor your email campaigns to meet the needs of your users. To stay in touch and nurture your contacts, create branded newsletters that include links to content from your site.

Onsite CRM is a lead management system that automates your sales process, provides greater insight into your business and propels success with AI tools. Our all-inclusive CRM platform offers a variety of customizable solutions that can be tailored to your specific needs. The best of both intuitive design as well as high functionality is offered by onsite CRM. Its flexible software can be combined with other systems to help you outshine your competitors. You can extend your reach, improve employee efficiency, and close more deals than ever before. You will gain clarity at each stage of your sales process and employee efficiency. Integrate seamlessly with your trusted lead providers. You can get started instantly with a single click.

TL LeadManager®, our lead management system, is exclusively for Life and Health Insurance Agents. It's easier than ever to manage your Medicare Supplement, Long-Term Care, Final Cost, Annuity, and other leads. TL LeadManager is the perfect solution if you don't like or don't have a lead/contact management software. This CRM-based contact management system, CRM, has many features and is easy to use. It's designed to reduce the time spent on leads and maximize your selling time. Reduce paperwork, become more organized and sell more policies. We can make direct mail marketing as easy as possible when used in conjunction with TargetLeads®. Whether you are using Turning 65 lists to get Medicare Supplement or any other type of insurance leads, the TLLM program will allow your to manage, follow up, and run reports on all your campaigns.

Inbound leads and sales are not enough to sustain your business. Salesdash CRM software helps you organize your leads and increase sales outreach. Personalize emails and send them faster. Targeted bulk emailing allows you to send emails your leads are interested in reading at scale. You can track delivery, opens, spam, and more. No more asking your colleague "What's the deal with this lead?" You can easily track activity history and make notes for customers. You can track your customers' activity and make sales forecasting easier. Your website visitors should be able to easily tell you what they want and how they can reach you. Web forms can help you capture leads. Alerts can help you improve your "speed to the lead". To track interest and notes, leads are automatically added to your CRM. Integrate with G-Suite and Outlook to send emails directly to clients using the CRM. You can track opens and track who opened them. Zapier integration allows automation with 4k+ tools.