Best Sales Software for Formstack Documents

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.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Pipeliner revolutionized CRM through its unique visual interface, no code workflow automation engine, instant dynamic insights, and reporting. No other CRM offers salespeople and sales managers so many ways to display and analyze sales data, as well as intelligent, system-generated insights. Pipeliner's automation engine and ease-of-integration with other systems (such email, ERP, and Marketing) allow for the elimination of many routine and manual tasks that other systems impose on salespeople and managers. Pipeliner CRM is so different than traditional CRM. This is why we have high adoption rates, low Total Cost of Ownership and a rapid Return on Investment. The system is easy to use and learn, and it takes very little business disruption when it's deployed.

Small businesses that sell B2B can use a simple but powerful CRM. It automates your CRM using existing data to build better relationships with customers and increase sales. It is a visual, intuitive and simple-to-use sales tool. Built on happiness, with the latest tech, for humans.

Connect your data, segment your audience, provide seamless experiences, and track your success easily. No-code integrations allow you to integrate data from finance, marketing, sales, support, and product into one customer profile. This will reveal the actions that are most important to your business. Segmentation is a powerful tool that allows you to target audiences using any combination of demographic, firmographic and behavioral data as well as transactional data. The right message to the right person at the right moment, the right time. Hyper-personalized omnichannel experiences that connect with your audience across the entire customer journey are a great way to connect with them. Intelligent automation that feels human. Data should make decisions easier, not more difficult. Your entire team can make data-driven decisions by using visual analytics and reports that provide insight, while custom dashboards keep you on track.

Kommo (formerly amoCRM), is the first messaging-powered CRM in the world. Multi-channel communication allows you to communicate with your customers via messengers, emails, or phone calls using one app. Every interaction with customers can now be personalized and one-on-one. Managers love the powerful analytics, reporting, and automation tools. It's the ideal messenger-based sales solution to entrepreneurs and small businesses.

Proposify is an online proposal software that allows you to control and monitor the most important stage in your sales process. The close. You can be confident and flexible in all aspects of deal design and sign-off. Make sales documents that are consistent and error-free. Get the insights you need to scale your process, make timely contacts, and forecast accurately. Your customers and prospects will enjoy a seamless sign-off experience The features include an easy-to-use design editor, electronic signatures and CRM integrations. Data-driven insights, interactive pricing and content management are just a few of the many options.

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!

Sugar Sell is a unique Customer Relationship Manager solution. It includes functionality that includes sales-force automation and customer support. Sugar Sell gives individuals and teams the freedom to focus on projects and interact with customers to make more sales. Sugar Sell is available to top brands. Get it today. Sugar Sell offers you what other customer management software solutions cannot: A guarantee of an exceptional user experience. In the PCMag's Business Choice Awards, Sugar was 4x a winner for customer satisfaction, reliability, and tech support. Our platform's real power lies in the stories it tells about your customers, your company, and the future of your company. It's the best customer experience tool to use if you want to empower all employees with the right information at the right time before they ask.

Keep your pipeline moving. No matter what your work style or use case, you can set up and customize a process that works for your team. It's as easy as a spreadsheet: adding, editing, and collaboration are all simple. To quickly identify bottlenecks, you can filter, sort, or group your data in any format. You can see the upcoming tasks in all your pipelines. Automatically capture data from all your contacts and emails. You will be notified of any developments in your pipeline. Never forget to send reminders and tasks. You can work where you are most comfortable, in your inbox. Gmail for mobile and desktop, with G Suite integrations (Sheets Chat, Drive, Chat, and more) to make it easy to access and gather data quickly. You can automatically share your team's emails, notes, call logs, and calls with them so you can pick up from where they left off. You can access pipeline data from your pocket and your emails so you always have the context that you need.

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

Vtiger is a single product that allows Sales, Marketing, and Support teams to collaborate and deliver exceptional customer experiences. Vtiger organizes customer data in one place so that everyone on the team has a complete view of the customer. Vtiger CRM assists over 300,000 businesses in increasing revenue, customer loyalty and team performance. It breaks down the barriers between sales, marketing, and support teams. Vtiger's All in One CRM allows teams to create memorable experiences across the entire customer lifecycle. 1. Marketing teams must capture and nurture leads. 2. Sales teams can score, track, and close deals. 3. Support teams can access customer history to provide exceptional support.

Airtable allows you to organize your work in your own way. Airtable is an all-in-one collaboration tool that combines the power and flexibility of a relational database with ease-of-use spreadsheets. It syncs data instantly across all platforms and devices. You can choose from a variety of formats to view the tasks at hand: grid, calendars, Kanbans, galleries, and forms.

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.

Your CRM shouldn't stress you out. Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps. A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits. Give Nutshell a look. We love growing business.

The Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles.

One integrated business management suite that includes ERP/Financials CRM and ecommerce. It can be used by more than 20,000 customers. It has never been more important to be flexible. You have the control and visibility to make the right decisions now. NetSuite's flexibility allows you to scale up, spin-off, and adopt new business models quickly and easily. Your configurations and customizations are seamlessly migrated with every NetSuite upgrade. Your core business system is now your customer-facing commerce platform. It can be customized to meet customer needs and provides a pixel-perfect experience. The NetSuite user interface offers real-time analytics. The NetSuite user interface lets users know what to do and how they can help the business. Vital business data is available right from the system.

Drip is an award-winning, feature-rich, marketing automation, ecommerce CRM and email platform that allows marketers and businesses to get to know customers at scale. Drip has a variety of features that will help marketers see their customers clearly. Tracking tools, automated workflows and multichannel marketing are just a few of the many features offered by Drip. It integrates natively with many of the most popular marketing tools.

ActiveCampaign is the platform of choice for intelligent marketing automation. ActiveCampaign is trusted by customers in over 170 countries to power their personalized marketing, transactional email, and one-to-1 CRM interactions. ActiveCampaign has the highest customer satisfaction rating in Marketing Automation, E-Commerce Personalization and Landing Page Builders on G2.com. It is also one of a few software solutions that have over 10,000 positive reviews. ActiveCampaign was also named the Top Rated E-Mail Marketing Software by TrustRadius. ActiveCampaignoffers a free trial.

Constant Contact delivers for small businesses and nonprofits with powerful tools that simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience, we deliver the performance and guidance to build strong connections and generate powerful results.

All-in-One CRM All-in-one CRM. Automate sales, marketing, service. Eliminate data leaks and ensure consistent messaging. Agile's latest features and integrations, ease of implementation, great support, and affordable prices are all yours. Cloud-based SaaS service that's mobile-ready, fast, simple to use, and cloud-based. Agile CRM offers a variety of pre-packaged email templates that will give your business the professional, visually appealing look and feel it requires. Look at Agile's email templates and choose the one you like. Then, create your message and automate the send. You can also create your own templates, even if you don't have programming experience. These templates can be customized to include your branding for extra impact.

Insightly helps you to understand your customers and grow your company. Insightly is a powerful and simple-to-use customer relationship platform that small and medium-sized businesses can use to increase sales, build relationships and deliver projects on schedule. It integrates natively with Gmail, Office 365 and MailChimp. Insightly offers tools that help companies manage their contacts throughout the sales cycle, track customer relationships and monitor their sales pipeline.

Smart, simple online CRM. You can build stronger customer relationships, increase sales, and save time. Organize all your customer information in one place. You can track conversations, see the history, and provide more personal experiences. You can tailor your sales pipeline to suit your sales process and spot deals that need your attention or are about to land. With our insightful reports, you can easily identify the activities that have the greatest impact on your sales figures and make better business decisions. You can use Shape Capsule to organize your teams and ensure they only see what they need. Report on their progress and focus their activity. Capsule integrates seamlessly with popular apps such as G Suite and Mailchimp. Capsule Mobile provides caller ID and reminds to save a note in your CRM every time you call. All Capsule features are available on Android and iPhone.

SalesAgility, the creators and maintainers of SuiteCRM, is the award-winning Customer Relationship Management software. The application is fully scalable and enterprise-ready to meet any business size. The application can be customized to suit your current and future business processes. The best part is that the application is Open Source and free to all users. SalesAgility is excited to welcome SuiteCRM 8, the company's largest release since 2009. SuiteCRM 8 will bring fundamental changes to the UI as well as a new core framework.

A streamlined and optimized sales process is essential to survive and succeed in today’s mortgage market. Velocify®, a component of the ICE mortgage technology™ platform, automates sales to keep your team focused on activities that will drive more business. Your Salesforce sales team can streamline and enforce their unique sales process so that Salesforce admins and loan officers can concentrate on growing the business and closing more mortgages. Your Salesforce environment will immediately become a powerful sales prospecting, closing, reporting, and reporting engine. Are you ready to increase lead conversion rates by as much as 400%? You can retrieve mortgage leads from more than 1,400 integrated lead sources. Then, you can automatically distribute new leads and reassign existing leads, prioritize sales communications and create custom sales workflows to ensure that all leads are taken care of. You can respond faster to high-priority leads and sell smarter to close more loans.