Best Sales Tracking Software for Nonprofit - Page 2

The backbone of revenue management lies within a central nervous system that ensures no revenue signal goes unnoticed. By delivering the appropriate data to the right individuals at the precise moment and location they require it, you empower them to excel in their roles. It is crucial to stay informed about significant developments, whether it's tracking leads, closing deals, or handling cases. Provide your team with the necessary insights and direct them towards the most effective actions. Integrate your workflow with platforms you already use, such as Slack and MS Teams, allowing seamless search, access, and editing of your CRM. Understand critical metrics, monitor team activities, and step in to provide coaching as needed, while also measuring performance and assessing the impact of vital initiatives. Troops alerts you instantly about events that could significantly influence revenue, simplifying the process for teams to identify and execute the right actions promptly, regardless of the device in use, enabling peak performance. Furthermore, Troops streamlines routine tasks for customer-facing teams, allowing them to allocate more time to engage with customers and prospects, ultimately driving higher satisfaction and success through enhanced focus on relationship-building.

A Revenue Operations Platform that increases revenue results. Automated CRM updates Check. Time series analysis? Check. Clari offers more than just innovative features. Clari solves the real problem by combining revenue intelligence, forecasting, and execution insights. It is efficient and predictable in hitting your targets every quarter. Clari's Revenue Operations Platform is purpose-built to increase revenue predictability. It takes previously untapped data, such as call logs, CRM, email, and CRM, and turns it into execution insights that you can use for your entire revenue team. Clari combines AI insights with human intuition to enable your team to forecast with greater accuracy and foresight. It uses a consistent, automated process that can be used to manage all businesses in your company. You can collect valuable activity data from prospects, customers, and reps so you are always up to date on what's happening in your deals, in your business, and with your team.

Gain a clear understanding of the factors that contribute to your team's achievements. By tracking the journey from lead to opportunity and from cross-sell to renewal, over 10,000 businesses have effectively minimized risk, opened new avenues for growth, and accelerated their revenue streams. Effortlessly synchronize deal activities and engagement metrics to gain a comprehensive view of your sales process. It's crucial to recognize that activity data serves as the primary predictor of sales performance. Our system automates, integrates, and logs all team activities directly into your CRM. Uncover the specific actions your sales representatives have taken, identify any missed steps, and analyze how prospects have reacted, enabling you to achieve more reliable and predictable outcomes. Gaining insights into the distinctive practices of your top performers has never been simpler. Record, transcribe, and scrutinize every customer interaction throughout the sales process. Collect valuable transcripts, key phrases, trends, and talk durations. By merging conversation analytics with extensive activity tracking and advanced machine learning, you can enhance every aspect of your organization, including forecasts, reporting, product development strategies, and much more, ultimately driving sustained success. This thorough approach ensures you are well-equipped to adapt to changing market conditions and elevate your team’s performance continuously.

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

Do you have a sales team? Are you getting leads via email? You will need a solution to distribute those leads quickly, reliably, and fairly among your staff if that is the case. Round-Robin Mailer was designed to do exactly this. It connects directly with a POP3/IMAP4 email server, reads all emails, and then forwards each one to a member on a rotating basis. Round-Robin Mailer was designed to be reliable because we know how important leads can be. It will never lose an email. Other features include statistical reporting and archiving, staff scheduling, favoritism and a rules-based system to handle certain types of email differently.

Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!

LeadMaster is an all in one customer relationship management (CRM), and lead management software solution. LeadMaster is a powerful tool that supports sales and marketing teams. It offers a variety of tools to capture, follow-up, and/or track leads. LeadMaster is a suite of integrated modules that can be used to automate and streamline email marketing, CRM and sales force automation.

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

Weflow identifies revenue leaks instantly, allowing for timely intervention to resolve problems before they affect your forecasts. The platform offers deal signals that streamline the management of your pipeline. With comprehensive visibility into potential risks, necessary actions, and ongoing activities, representatives are guided toward achieving closed-won status. You can set up automations to receive immediate notifications and insightful views regarding your representatives' pipelines directly in your inbox or Slack channels. Weflow's pipeline management delivers essential deal insights, alerts, and signals to keep your transactions on course. By providing thorough visibility into risks and next steps, Weflow empowers reps to close deals successfully. Users of Weflow have reported an increased win rate ranging from 11% to 16%. Additionally, Weflow allows managers to swiftly assess pipeline health and equips reps with the tools they need to forecast confidently. Notably, Weflow customers enjoy a remarkable 92% accuracy in forecasting, which also enhances the quality of Salesforce data and ensures adherence to processes. This ultimately empowers teams to work more efficiently and make informed decisions.

LeadsPedia is a comprehensive performance marketing platform offered as a software as a service (SaaS) that combines lead distribution, affiliate management, as well as call tracking and routing into one cohesive solution. Known for its scalability and reliability, LeadsPedia allows users to efficiently capture, validate, and distribute leads, manage incoming calls, oversee affiliate networks, and access real-time reporting among various other functionalities. Utilizing LeadsPedia enables you to integrate data that is typically isolated, streamline processes, and implement robust and easily adaptable solutions that significantly enhance your business's productivity and operational efficiency. Moreover, this platform empowers businesses to make informed decisions based on integrated insights, further driving success in their marketing efforts.

Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Grow your agency faster by building lasting relationship with your clients, through every step of costumer journey. Set up processes so your Sales people always know what to do next. Sales Pipeline shows you the items that need your attention so you never miss an Opportunity. Take control by getting real-time reports and statuses for all of your team’s Sales Activities. Create Proposals and Contracts in no time with Pre-defined Templates and Items. Take control by getting real-time Reports and Statuses for all of your Team’s Proposals. Add clients and their contacts on the platform with restricted access. Find history with a particular client in one place across projects, proposals and invoices. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.

BoomTown offers a variety of services including expert lead generation, IDX websites, intelligent CRM, and lead management, all packaged in adaptable options that grow alongside your achievements. Discover why BoomTown consistently ranks as the top user-rated real estate CRM! With a clear vision of your goals, we possess the expertise to help you reach them. Acting as a seamless extension of your team, we engage with potential clients around the clock, responding in as little as 90 seconds and nurturing leads for up to a year to ensure agents receive leads that are ready for transactions. You can trust that every prospect receives the necessary attention, enabling agents to concentrate on active buyers and sellers while boosting conversions. The industry's elite set themselves apart through innovative approaches, which is why they prefer BoomTown over other CRMs for effortless success. It’s the premier real estate solution designed to help you generate, qualify, manage, and convert leads with unparalleled ease, making your journey to success more streamlined than ever. By choosing BoomTown, you’re not just getting a tool; you’re gaining a partner dedicated to enhancing your real estate business.

Azurepath is a user-friendly lead management tool designed to assist in generating, overseeing, and enhancing prospects. With its intuitive drag-and-drop functionality, users can effortlessly monitor activities, maintain up-to-date leads, produce reports and forecasts, and automatically generate crucial insights in real-time. By adopting the Azurepath solution, sales teams can stay organized and never lose sight of leads again, ensuring they have the competitive advantage they have always desired while also keeping track of all account history seamlessly. This comprehensive software not only simplifies lead tracking but also empowers teams to make informed decisions based on actionable data.

Maximize the value of every relationship and seize every opportunity with BenchmarkONE, previously known as Hatchbuck. This comprehensive sales and marketing software is designed for small businesses, integrating CRM, email marketing, and marketing automation functionalities. BenchmarkONE empowers expanding businesses to effortlessly monitor their prospects and customers, streamline follow-up processes, and effectively assess the success of their marketing campaigns, ensuring they achieve their growth objectives. By utilizing this robust platform, small businesses can enhance their operational efficiency and foster stronger connections with their audience.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

The sales telephony platform that will turbo boost your team's results. Ring.io's dialer allows sales teams to make more calls, schedule more meetings, close more deals, and makes it easier for them to do so. Automate your prospecting tasks and unleash your reps' potential. You can easily route calls to the right person in your team using data from your CRM. Never lose a valuable lead or customer. With powerful coaching and training tools, you can increase call connections, increase rep performance, and optimize each dial for better results. Ring.io Pay allows you to accept credit cards over the phone and is PCI compliant. Increase sales, collections and donations.

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

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

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

QuotaPath creates ownership and accountability across revenue teams through automated tracking and compensation management. Our platform offers revenue teams the ability to design fully customizable compensation plans, forecast commissions in real-time, and surface insights in dashboards. RevOps, sales leaders and finance teams rely on QuotaPath to standardize comp plan creation and assignment, build custom quotas and acceleration tiers, export deal data and override earnings, create role hierarchies and permissions, and forecast revenue in real time. Our CRM integrations with HubSpot, Salesforce, and Close push data into QuotaPath, offering users a seamless experience and up-to-date, accurate deal data. Through our Payouts feature and finance tools, we’re helping operations, finance, and HR teams with the month-end close processes to audit, confirm, and process payouts.

Aidium serves as the premier all-in-one CRM platform tailored specifically for mortgage professionals, enabling you to optimize your workflows, enhance deal closures, scale your business, and boost your return on investment. Elevate your loan origination process with Aidium’s advanced lead conversion software, which is specifically engineered to streamline lead management, nurture potential clients, and convert a greater number of leads into successful mortgage transactions. With its automation capabilities, Aidium's Mortgage CRM simplifies your operations, fosters better client relationships, and increases lead conversion rates through smart workflows and data-driven strategies. The marketing tools offered by Aidium comprise a robust array of resources that enhance lead generation and elevate client engagement, ultimately driving higher conversion rates and expanding your loan portfolio. Each member of your team can access the pipeline and follow up as necessary, ensuring that if multiple team members are communicating with prospects, all of their activities can be tracked in a single, user-friendly interface. This centralization of information not only improves collaboration but also ensures a seamless experience for both your team and clients throughout the mortgage process.

Zed-Sales, a leading name in Indian sales management software, is an all-inclusive DMS sales tracking platform. It offers real-time data, key metrics and reports across primary, secondary, and tertiary sales channels. We also offer a comprehensive big-picture view of all the complex and convoluted sales-driven reporting. Our sales management software combines intuitive and responsive sales tracking software, such as channel sales management software used by business organizations. Once your retail and distribution billing systems are merged with our distributor management system, you will get the most up-to-date software for your business. Our all-in-one, smart and powerful sales reporting software is paired with field sales management software. Both give you a competitive edge in decision making, building strategies, and forecasting.

Provide each member of your sales team with the appropriate level of visibility to foster accountability and maintain the integrity of pipeline data. Instantly boost productivity across the board with user-friendly pipeline displays, roll-up summaries, and status indicators for various opportunities. Built directly on the Salesforce Lightning Platform, this solution ensures robust data security, quick deployment, and smooth integration with existing business workflows. Effortlessly track the movement of deals in and out of your pipeline, encompassing new opportunities, successful closes, lost deals, and adjustments. Summary calculations illustrate the fluctuations in total value, alongside all relevant data that contributes to the overall outcome. Easily delve into each individual deal to examine their changes without navigating through multiple windows, tabs, or clicks. Implement visual indicators in conjunction with numerical data to assess pipeline risk based on deal factors such as quantity, value, status, and timing. Moreover, assessing key information for specific deals allows for a deeper understanding of the context surrounding each transaction, enabling you to identify potential issues swiftly. This comprehensive approach not only enhances decision-making but also strengthens your overall sales strategy.

Optimize your advertising operations workflows to save your teams countless hours in campaign setup and management. Seamlessly connect with various ad servers, including custom solutions, and integrate with your entire technology ecosystem. Voiro simplifies the process, allowing you to focus on what matters most. Equip your teams with insightful data, keeping them informed about growth opportunities, potential revenue losses, and a comprehensive range of reports. This support enables them to drive significant growth for your organization. Transform your revenue indicators from trailing to leading by utilizing real-time, precise revenue projections across all channels and business segments. Reduce your monthly accounting and billing procedures to mere minutes with Voiro’s real-time revenue reconciliation capabilities. Automate and customize revenue reports that comply with widely-used ERP systems, all supported by Voiro’s commitment to accuracy. Achieve total transparency in your operations through Voiro’s APIs, which effortlessly push revenue data into all your downstream systems, ensuring you stay ahead in the competitive landscape. With these tools, you can focus on strategic growth while Voiro handles the complexities.

MyBasicCRM is a flexible and user-friendly CRM solution that provides tailored options for various industries within a comprehensive single plan. It allows users to effectively oversee contacts, orders, quotes, products, teams, and leads. Additionally, MyBasicCRM seamlessly integrates with prominent accounting software, social media platforms, marketing and lead generation tools, call centers, PBX systems, and ERP solutions. Ensuring the security and privacy of our users and their information remains a top priority for MyBasicCRM. Our team of specialists diligently adheres to essential regulations and industry standards, guaranteeing the secure management of your business operations. By choosing MyBasicCRM, you can rest assured that your data is handled with care and professionalism.