CRM software allows you to get all your customer and potential customer information and interactions in one place. CRM helps you with lifecycle management of customer relationships that includes getting the lead, engaging them, closing deals, upsell, cross-sell, to providing support, referrals, etc. This helps to bring the entire organization up-to-date with each customer and manage relationships better by putting the customer at the center.
Learn how CRM software works and how to choose the right CRM software.
Updated By Cuspera
Last updated: Jan 7, 2022
Financial CRM Software is a specialized CRM software mainly targeted for the financial business that includes banks, insurance, credit unions, capital market, mutual funds, investment banks, lending, and fintech companies to name a few. This set of software needs to provide all traditional functionality of CRM like contact management, communication management, client relationship management and lead nurturing and follow up. In addition, it needs to provide a high degree of security, privacy, and compliance with stringent industry and legal regulations to the clients and prospects of the business.
The users of financial CRM include insurance agents, financial advisors, investment bankers, brokers, service representatives, bank representatives, field agents, relationship managers to name a few.
Financial institutions that are directly focused on retail customers need to provide customer onboarding services which normally involve lengthy verification purposes and prone to fraud. The software should help to eliminate lengthy verification processes, reduce costs, and fraud with a biometric and video eKYC verification. Customer engagement is crucial for Financial CRM software and it needs to be omnichannel, supported by a mobile app, and should have a self-service portal.
Banking, Mutual Funds, and Insurance companies have several channel partners and associates and CRM should provide seamless integration and support workflows to include partner representatives.
Financial CRM needs to integrate seamlessly with core banking systems, contact centers, etc with secure connectors and API support. The software should bring together disparate tools and provide visibility of customer portfolios through a centralized system. This is essential to go after cross-sell and upsell opportunities.
The Financial CRM software can be of two types
The selection of the right Financial CRM depends on the size and nature of the business, business process requirements, and goals of the business - acquiring customers, improving customer satisfaction, growing revenue, or improving operational efficiency. Within this category, different vendors provide specialized offerings for businesses like lending, mortgage, credit unions, mutual funds, etc.
We bring you a selection of such software for your consideration.
Enterprise CRM solution provider for financial services.
CRMNEXT is an Enterprise CRM solution built for the Financial Industry. It can be used by the Sales, Services, Marketing, Process Management, Business Development, and other customer-facing teams for promoting customer interactions from a single platform.
CRMNEXT provides Leads capture and allocation, pipeline management and configurable workflows, customized buying experience, and guided selling inputs for enabling Sales teams. Machine learning and business rules are applied for increasing lead quality, in addition to aligning Sales and Marketing activities for better ROI.
CRMNEXT supports tracking and conversion of social feeds into leads, provides the tools for agility and speed in BPM, and collaboration tools for teamwork. CRMNEXT can be deployed on Public Cloud, Private Cloud, or on-premise.
CRMNEXT ups the ante on what customer interactions can be. It makes transactions more efficient and provides better information for staff to focus on customized service delivery – turning our tellers into financial consultants.Mike Randall
Former COO
Silver State Schools Credit Union, NV
Vendor: CRMNEXT
Company Size: 501-1000
HQ Location: 3 Hamilton Landing, Suite 200, Novato, California 94949, US
Financials: Series A
Web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations.
Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations. It helps to increase sales and revenue, enhance customer relationships, and improve efficiency.
Redtail is a subscription service and its CRM providers are priced per database, rather than per user. It offers free phone and email support, free webinars, extensive online help documentation/videos, and a popular traveling Redtail University that provides more in-depth training in a fun setting.
Redtail CRM features include workflow to create a trail of accountability for each task, integration with the industry partners, export of customed data tracked reports, customizable calendars, notes to capture the important history, and many more.
Andrew was so, so patient and methodical. Didn't get frustrated with my total lack of knowledge with software program and didn't make me feel as ignorant as I am with setting up Outlook email.Art
Vendor: Redtail Technology
Company Size: 51-100
HQ Location: 3131 Fite Circle, Sacramento, California 95827, US
Financials: Private
Enterprise-grade marketing and customer engagement platform ?purpose-built for financial services
Total Expert is an enterprise marketing and customer engagement platform built for financial services to drive growth and create customers for life with a marketing operating system. It helps to scale best practices and improve digital and social presence.
Total Expert helps to combine marketing and CRM functionality with the proprietary intelligent automation engine, empowering to manage the customer journey across the entire lifecycle.
Total Expert features include nurturing relationships and reach consumers with the right message at the right time on the right channel, deliver a superior experience with automated and personalized email engagement across the customer journey, engage consumers with an integrated SMS marketing strategy that supports customers across the entire journey, develop strategic co-marketing partnerships or unlock cross-sell opportunities across lines of business and many more.
We've been able to cultivate prospects stay in front of them through a series of automations and drips throughout the process as soon as they make first contact with us.Dan Catinella
Chief Digital Officer
Finance of America
Vendor: Total Expert
Company Size: 101-250
HQ Location: 1600 Utica Ave S, Suite 600, St. Louis Park, Minnesota 55416, US
Financials: Series B
Real Estate CRM Software is mainly targeted for real estate vertical business and is designed for real estate agencies and property agents. This set of software needs to provide all traditional functionality of CRM like contact management, communication management, client relationship management and lead nurturing and followup. In Real Estate CRM the contact management’s critical requirement is to centralize all contacts as this is a key pain point for the users. This along with lead generation, nurturing, and lead engagement is critical for real estate and property agents.
Unlike traditional CRM, where the client profile is mostly of buyer profile, in Real Estate CRM, the client profile can be both buyer and seller and the processes and workflows will be different for each of these profiles.
Many of the CRM in this category provide support to create a realtor specific website, website visitor tracking to convert to leads. This feature is very much appreciated by the users in this segment. In addition, provision of website analytics will be considered an added bonus. In addition, drip campaigns, pre-designed email templates, email flyers, and the ability to send both bulk and personalized emails are critical.
Since lead generation is a critical process, ability to integrate with social media ads is desirable. In addition, many of the CRM provide industry-specific newsletters and realtors make great use of it. Vendors need to provide extensive training videos and how-to-use videos and these are highly desired by the users.
The Real Estate CRM software can be of two types
The selection of the right Real Estate CRM depends on the size of the business, business process requirements, and goals of the business - lead generation, contact management, lead nurturing, or lead engagement. Within this category, different vendors provide different capabilities with varying degrees of robustness. It is important to assess business needs before selecting the right CRM.
We bring you a selection of such software for your consideration.
Intelligent CRM for Real Estate professionals to build authentic relationships
Contactually is a cloud-based Real Estate CRM software that enables businesses to drive personalized communication with their clients. It helps with identifying new relationships, following possible leads, generating new referrals, closing opportunities and driving business growth. It is used by agents and brokers to grow their business.
Contactually can create multiple buckets from their contact list and configure sales pipelines across multiple channels. Contactually offers a dashboard for tracking daily follow-ups, scheduling events on a centralized calendar and monitoring engagement with key clients.
Contactually, businesses can automate their workflow by applying rules to a number of actions. The solution is capable of integrating with multiple email service providers such as Gmail, Outlook or any other IMAP-based email. Other features include processing client engagement history and generating business insights, assigning and distributing leads among the workforce and tracking business activity through the Contactually mobile app available for Android and iOS.
What our agents love about Contactually is it's ease of use, and that it integrates with all the systems we are already using. The Chrome extension has helped us streamline all our data and makes it easy for agents to sort contacts.Raq Qsar
CEO/Owner
BoutiqueRE
Vendor: Compass
Company Size: 251-500
HQ Location: 90 Fifth Avenue, New York, NY 10011, US
Financials: Series G
Real Estate Software for Agents & Brokers to close more deals and grow business
BoomTown is a cloud-based real estate platform that combines lead generation, customer relationship management and IDX websites and is scalable, enabling real estate brokers and agents to close more deals.
BoomTown has a predictive CRM system which enables users to track all lead activities from a central location, as well as gain actionable insights into business performance. The predictive CRM helps users create more opportunities, and ensures leads are sent to the right agent for follow-up. BoomTown gives users a holistic view of business performance and team accountability metrics. The platform also enables users to create detailed reports using the reporting functionality.
BoomTown offers a range of features including lead qualification, drip campaigns and bulk text, transaction and pipeline management, email templates, call and note logging, simple sign-on, an MLS hotsheet, lead scoring, listing analytics, and more. Boomtown also features advanced website analytics, allowing users to track a prospective buyer's or seller's movements and interactions across the site.
The system works really well, to help us engage consumers by capturing phone numbers. Much more so than the previous system we were on... The quality of the leads for us is much better.Kevin Kaplan
Long Realty
Vendor: BoomTown
Company Size: 101-250
HQ Location: 1505 King Street, Suite 101, Charleston, SC 29405, US
Real Estate CRM Software pioneer in lead generation and contact management systems
Market Leader is a pioneer in lead generation and contact management systems helping real estate professionals manage and grow their businesses. It helps to acquire customers and scale best practices.
Market Leader helps to generate leads and engage with leads and contacts including a customizable IDX website, CRM, and marketing design center. It empowers the team with all of the features of agent tools plus lead distribution, productivity tracking, agent and team websites, and a sleek owner dashboard to manage it all.
Some of its features include customizable website, robust CRM, marketing automation, ensure a steady stream of leads with leads direct, speed to leads with real-time push notifications and contact records including lead insights, easily navigate to see which reminders are due and many more.
I’ve been a REALTOR® for less than a year, and I’ve been buying leads from Market Leader and don’t intend to ever stop doing that. I want to be able to buy even more!Andrea Watkins
Residential Brokerage, Bel Air, MD
Coldwell Banker
Vendor: Market Leader
Company Size: 101-250
HQ Location: Bellevue, Washington
CRM stands for customer relationship management (CRM) which is the process by which all your company’s relationships and interactions are handled. To do this well, you need to know where the new leads are generated, which customers the salespeople are talking to, what communication is happening with them on every channel, what questions and concerns were raised, etc. Today all this information is all over the place in notes, emails, calls, etc. leading to loss of information, no follow-ups, forgotten meetings, miscommunication, etc. Enter CRM software.
CRM software allows you to get all your customer and potential customer information and interactions in one place. CRM helps you with lifecycle management of customer relationships that includes getting the lead, engaging them, closing deals, upsell, cross-sell, to providing support, referrals, etc. This helps to bring the entire organization up-to-date with each customer and manage relationships better by putting the customer at the center.
Some CRMs go one step further and even capture recent news, social media updates, company activities and keep the CRM updated.
All in one CRM includes basic functionalities of Sales, marketing and service CRM like workflow automation, Leads and deal management, email marketing, contact management, ticketing etc. The primary difference between these CRM and the other one is that these are specifically designed for SME and MM companies to save them the cost of purchasing multiple CRMs.
Social CRM integrates social media channels into Customer Relationship Management systems. Social CRM is also referred to as Social Relationship Management. Social CRM provides insight into customer interactions with a brand, and helps to improve the quality of customer engagement on social media platforms and targets prospective customers on social media platforms.
The use cases and benefits of Social CRM are very different from traditional CRM, though Social CRM’s primary focus is to improve customer engagement. Traditional CRM focuses on customer contact data and customer interaction information. Social CRM is about customer conversations and relationships and managing those conversations and relationships. These conversations are not just two ways but can be multi-way between consumers and across consumer groups. This kind of involvement also involves Social Listening.
CRM strategy involves putting the customer at the center and delineating how the marketing, sales and customer service teams will manage these relationships and ensure customer success. CRM software helps to put this strategy into practice. They can be classified into
Sales teams use CRM to get all the information on their customers, prospect them, their interaction history and manage their pipelines better. It saves them a lot of time by automating the key workflows so that they can focus on selling activities. Sales teams use CRM to improve closing rates. Sales Managers and leaders also can keep a tab on sales activities and customer interactions.
Top KPIs for Sales CRM are
Some of the top usage of Sales CRM are listed below.
This is the primary use of the CRM - to store customer information and their interaction. Customer contact information includes name, email, title, company, telephone, social media handles, etc. and interactions include storing all communications via phone, email, SMS, etc. Having all the needs in one place, it becomes the 360-degree view of the customer interactions across departments, across channels, and the de facto single source of truth. No outdated information, no inconsistent data, no hassle for the customer to explain his situation to business, etc. CRM is the best way to organize, access and manage your customer information throughout the lifecycle.
CRMs can help you create stages for your pipeline and visualize your pipeline so that you can get a sense of how likely you are going to hit quota. This along with predictive scoring can help you prioritize certain deals or certain activities that can help close deals faster. They can also notify you of which deals to prioritize to improve close rates. This visualization helps the sales manager to see an aggregate view of how healthy the pipeline is by giving direct visibility into the team's interactions with the customers.
What I love most about freshsales, is that It gives me so much clarity in regards to all my monthly deals. I know exactly what deals are coming when they are coming in and most importantly how much they are worth!
This is the third biggest advantage of using CRM. They automate workflows to save time for its users like capturing the information in the desired format when a lead signs up or sending a welcome / follow up email can easily be automated with the CRM. CRMs also help with deal engagement by automating email (email templates, sequencing, tracking, scheduling) and email analytics (which emails are opened, being read and which content downloads). Scheduling meetings (meetings, calls, in person, chats, etc) and follow-ups is a huge benefit the CRMs offer. They also have capabilities to craft beautiful proposals, collect signatures, payments, etc to keep deals engaged until he becomes a paid customer.
Some software provides basic forecasting capabilities based on the deals in the pipeline, deal stages and deal scoring.
Marketing teams use CRM to generate and engage leads, email marketing, marketing automation, segmentation, and targeting, tailoring their campaign and messaging based on the pipeline stages, etc. Ultimately they are looking to optimize their ROI on their campaigns with the help of CRM.
Top KPIs for Marketing CRM are
Some of the key usages of Marketing CRM are listed here.
CRMs have lead management and marketing automation built into it. This includes creating targeted campaigns, identifying quality leads and enriching them, nurturing them across touchpoints, lead scoring and routing, etc. For example, if a lead signs up, you can follow up with a relevant drip email campaign or trigger a follow up if the lead interacts with your content. You can effectively leverage user behavior to personalize and automate content, offer, email, etc. at scale.
Workflows allow you to automate complicated tasks and are almost infinitely customizable, they allow your marketing to be targeted and effective.
CRMs offer SEO, blogging, social media, etc capabilities to create engaging content for generating more traffic to your websites. They also offer to capture leads across channels with the help of landing pages and sign up forms to get more visitors and convert them to potential leads.
CRMs provide real-time analytics on your marketing campaigns and activities. This can serve as feedback to personalize your campaigns, communication and spend to optimize ROI.
Customer service teams use CRM to improve customer retention rates. It helps them understand the history of customer issues and concerns, the actions taken, and accordingly provide solutions. Some CRMs also integrate with helpdesk solutions to auto-update customer interactions.
Top KPIs for Customer Service CRM are
Customer service teams have all the history of customer complaints, interactions across channels and resolutions in one place. So that when you are talking to a customer you have the necessary context to help him better, CRM also captures customer feedback and satisfaction levels which can help you design your retention strategies.
Some CRMs have an inbuilt help desk while others easily integrate with helpdesk solutions. Ticketing (log and assign), routing (escalation and task creation) and feedback(NPS) surveys are other capabilities that they offer to better understand customer sentiment and complaints. They also help you maintain SLA goals.
CRMs have a knowledge base (sometimes chatbot) to help customers find their own solutions to their own problems. If that is too taxing, they can engage with the bot who can get them the relevant content they are looking for.
I like the way the Knowledge Base is formatted, it's very reader-friendly and you can search for articles. I think the knowledge base is up to par with this day and age's websites. Our old website was pretty dated, this gave us a major upgrade!
Automating tasks and saving time by reducing searching for customer information directly translates to increased productivity of the team. CRM is one place where all three teams collaborate together for the common goal of customer success.
CRMs can provide businesses with actionable insights based on customer data (which customer is likely to churn, spotting anomalies in business, etc). In terms of reporting, CRMs have all the dashboarding and charting capabilities built into it.
CRMs have a lot of information and expecting a salesperson to make sense of it is unreasonable. On the other hand, AI works best with large amounts of data and CRM being the hotspot of data, AI can enhance CRM capabilities in multiple ways.
The golden rule to follow while selecting a CRM is that DO NOT compare the feature set. Define your requirements, define the business process you want to improve and check if the CRM helps you do that as most of the features in CRM don’t get used much.
B2B or B2C
Ideally, any company that has to manage customer relationships can buy a CRM. Whether you are B2B or a B2B company, small business or enterprise, there is definitely a CRM that you can leverage to improve your business process. While CRMs are mainly useful for B2B companies (for account management, deal management, payment management, reporting, etc), B2C companies can also leverage CRMs which focus on multi-channel lead management, surveys, marketing automation, etc.
Small or Enterprise
Some CRMs are designed to cater to specific needs of small and medium-sized companies like easy to learn, high-level features and scalability. Enterprise CRMs have complex workflows and increase the time to implement and training required. Enterprise CRMs are standalone products with integrations (email, support, etc) while midmarket is integration solutions with these functionalities built into them.
Industry
Many CRMs are customized for particular verticals which have workflows that solve complex use cases of that industry. For example, there are many CRMs that are designed for the real estate industry like Boomtown, Market leader, Contactually, etc.
Usually, when the business is small, most customer data is either with the CEO or sales head and they mainly use excel to manage this. As the company grows, following cracks begin to appear such as excel is no longer effective, takes too much time to manage data, if an employee leaves you can lose critical information, etc. These are early signs that you must start thinking about CRM.
While CRMs are mainly designed for sales teams, there are many variants of these CRMs which focus particularly on either sales, marketing or support. For example - Sales CRMs focus on contact management and pipeline management while marketing CRMs focus on basic lead management and email marketing. Many solutions have all three packed into one specially designed for smaller enterprises. Also, you need to be clear if the CRM will be used by only one team or you expect it to be adopted by the entire organization sometime in the future. Having a longer-term view of the CRM investment gives better results in terms of customer satisfaction.
Businesses usually want to integrate with existing systems accounts, databases, document signing ERP, etc. They also want to have certain customizations done so that the CRM can be leveraged for maximum business success. If you are a small business, this may not be required at all, but for an enterprise, this becomes very critical because they already have many other systems which deal with this or related data.
The two biggest contributors to the cost of the CRM are - the number of licensees and integration costs. Instead of just looking at the number of licenses for the costs, looking at a total cost of ownership gives a better estimate of how much a CRM is going to cost the business.
Having vendors who have experience with companies similar to you always helps. Sometimes it is also useful to have vendors with stronger local partner networks for local support, business consultations, and other customizations.
How your data and your customer data is stored is extremely critical in light of new GDPR guidelines. Most of the CRMs are now GDPR compliant which means that customer requests such as removing him from the database or giving him a record of all the data the company has about the customer should be possible in a single click. Without such capabilities, you are open to big fines and lots of time wasted in manual work. Also, cloud CRMs usually struggle with data security issues.
What type of deployment do you want has a big impact on certain key metrics? If you prefer an on-prem deployment, it means users have to own and maintain their tech infrastructure, they have full control of data, higher security, higher customization, and usually have their own IT departments which increase their spending. If you want a faster deployment, want to outsource most of the maintenance costs, and requirements on customization/integrations are low, cloud deployment would work for you. Given all this and your needs for security and data control are high, a private cloud would be the best option for you.
If your business has a lot of sales reps working from the field, business meetings, trade shows, networking events, in-flight, etc and criticality of information is high, it makes sense to invest in a mobile-ready CRM so that sales reps can update CRMs on the go, right when the information is hot in their heads.
Training becomes especially critical in the case of an enterprise where the CRM workflows are complex and the success of the CRM depends on how well your team’s adoption of the CRM is. For small companies, some training is needed as this may be the first time they are using technology solutions for their business.
It does take a lot of effort to set it up and is directly a function of the size of your organization and customizations/integrations needed. But for you to derive value out of the CRM, employee training becomes critical and when they reach a certain level of proficiency in using the CRM and its complex workflow, you can expect to leverage it for business success. The typical time taken could be 1 month to 6 months.
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Fastest experience to update Salesforces
Scratchpad is a sales software designed to take detailed notes, keeping track of deals, and creating sales plans. It updates and manages pipelines in Salesforce.
Vendor: Scratchpad
Company Size: NA
HQ Location: San Francisco, CA 94107, US
Simple Contact Management for Small Business
Less annoying is a CRM tool designed for small businesses to help manage contacts, track leads, and follow-ups.
Vendor: Less Annoying Crm
Founded: 2009
Company Size: 1-10
HQ Location: 1017 Olive St. #300 St. Louis, MO 63101
Financials: Private
Increase giving and engagement with tools built for churches and ministries.
Vendor: Tithe.ly
Company Size: 51-200
All In One CRM, Marketing and Sales Automation
VipeCloud is a cloud-based sales and marketing customer relationship management (CRM) solution that allows businesses to optimize marketing and sales budgets. VipeCloud allows users to track their various sales cycles, from prospecting to recurring sales with multiple pipelines. It is designed to help small to midsize businesses streamline marketing operations and track sales.
Vendor: Vipecloud
Founded: 2011
Company Size: 1-10
HQ Location: 855 El Camino Real, Ste 13A Palo Alto, California 94301
Financials: Private
Intelligent relationship management for deal-driven teams,
4Degrees CRM software helps automatically track the relationships and deals with actionable intelligence to move them forward. It is used in financial services companies such as venture capital, investment banking, private equity. It helps to acquire customers and enhance customer relationships.
Vendor: 4Degrees
Company Size: 1-10
HQ Location: Chicago, IL 60606, US
Email Based CRM - Top Email Marketing Contact ...
Relenta is an email based Customer Interaction Management (CIM) software enabling small businesses with the tools for managing customer relationships with a large number of customers within a short time, thus ensuring better customer experience and enhanced business performance.
Vendor: Relenta
Founded: 2004
Company Size: 1-10
Financials: Private
Sales CRM software to power your growth
Teamgate is a Sales CRM platform designed to strengthen the entire sales experience. It helps to increase sales and revenue and enhance customer relationships.
Vendor: Teamgate
Company Size: 11-50
HQ Location: 11, Cundy Road, London, E16 3DJ, GB
Financials: Seed
Childcare Marketing Automation, Lead Management & More
Vendor: CRM Web Solutions
Company Size: 11-50
HQ Location: 433 E. Las Colinas Blvd., Suite 650 Irving, TX 75039
Mortgage Automation and Point-of-Sale
Floify is a Mortgage Automation and Point-of-Sale Solution that helps to automate and manage all processes of loan origination. It helps mortgage professionals automate lending processes and improve communication between all stakeholders.
Vendor: Floify
Company Size: 11-50
HQ Location: Boulder, Colorado US
One app to replace tasks, docs, chat, goals, & more
ClickUp is a customizable productivity platform that replaces other workplace apps for all users and all departments in an organization. It offers docs, reminders, goals, calendars, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate.
Vendor: ClickUp
Founded: 2017
Company Size: 251-500
HQ Location: 363 Fifth Ave. Suite 300 San Diego, CA 92101
CRM, Quote, Proposal and Sales Management Software
TeamGram is a cloud-based CRM tool for small and medium-sized businesses that helps in teams collaboration, manage tasks and sales cycle. It helps to increase sales and revenue and enhance customer relationships.
Vendor: TeamGram
Membership, CRM and Community Software
Vendor: VeryConnect
Company Size: 11-50
HQ Location: Pavilion 1 12 Minerva Way Glasgow G3 8AU Scotland
Client Management Software for Small Businesses
Honeybook is an all-in-one software solution that assists small and medium businesses especially in the services sector to manage projects, online proposals, contracts, invoices and all related business activities from one place. It is also accessible on mobile devices.
Vendor: HoneyBook
Company Size: 101-250
HQ Location: San Francisco
AI Recruiting Platform to Hire 10x Faster
Hiretual is an AI-Powered Global Talent Platform that empowers businesses to achieve their goals by hiring the right people and bringing forth visibility of underrepresented talent. Experience AI-powered candidate sourcing, email engagement with response rate tracking, and a talent data cloud to centralize, refresh and rediscover previously siloed data.
Vendor: Hiretual
Company Size: 200-300
HQ Location: 2513 E Charleston Rd #200, Mountain View, CA 94043
Collective Intelligence | network of sales activity data combined with Artificial Intelligence and predictive technology
Collective[i] Intelligence hosts one of the largest networks of sales data that is combined with AI and Predictive Analytics to create intelligence to improve B2B selling. It provides a set performance optimization applications, which use a combination of advanced analytics and decision support tools to dramatically improve the performance of sales, marketing, customer service and customer support teams.
![Collective[i] Intelligence Icon](https://d37oro8yophbdb.cloudfront.net/CFProdCode-2610)
Vendor: Collective[i]
Company Size: 51-200
HQ Location: 450 Park Ave South 3rd Floor New York, NY 10016
Financials: NA
A complete media relations platform combining easy to use tools with exceptional analysis.
PRgloo is a Public Relations Software. PRgloo is a comprehensive media communications management service to help streamline media marketing workflows and improve media penetration. A modern intuitive, super-fast platform to allow real-time data entry. The solution is designed for in-house media communication teams, internal communications, and stakeholders to manage all communication functions including enquiries, media newsrooms, press releases, coverage, and influencer engagement.
Vendor: PRgloo
Founded: 2014
Company Size: 1-10
HQ Location: London, UK
Financials: Private
Sales Enablement CRM for B2B Sales
Membrain is a Sales Enablement CRM built for B2B sales teams enabling execution on Sales strategy and build processes for deal winning behaviours.
Vendor: Membrain
Founded: 2012
Company Size: 11-50
HQ Location: Industriv. 17, 171 48 Solna, Sweden.
Financials: Seed
Marketing Automation Platform for Online Businesses
Vendor: Platformly
Company Size: 1-10
HQ Location: Midocean Chambers, Road Town, , Tortola, British Virgin Islands VG1110, VG
Financials: NA
CXA Platform to engage with their customers
ActiveCampaign's category-defining Customer Experience Automation (CXA) platform helps over 130,000 businesses in 170 countries meaningfully engage with their customers. The platform gives businesses of all sizes access to hundreds of pre-built automation that combine email marketing, marketing automation, CRM, and machine learning for powerful segmentation and personalization across social, email, messaging, chat, and text. Over 70% of ActiveCampaign's customers use its 300+ integrations including Shopify, Square, Facebook, and Salesforce. It creates meaningful experiences for their customers.
Vendor: Activecampaign
Founded: 2003
Company Size: 501-1000
HQ Location: 1 North Dearborn St, 5th Floor, Chicago, IL 60602
Financials: Private
Digital PR tools | PressPage
PressPage is a PR software that helps to simplify the workflow, manage online newsroom, media database, email newsletters, and analytics. It helps to improve ROI and acquire customers.
Vendor: PressPage
Company Size: 11-50
HQ Location: Amsterdam
Financials: Private
Customer data platform with omnichannel communication to improve conversion
SALESmanago is the no-code, AI driven CDXP (all in One Customer Data Platform & Customer Experience Platform) used by 2000+ midmarket and large Enterprises in 50 countries including Starbucks, Vodafone, Lacoste, New Balance, Victoria’s Secret and many other global brands.
Vendor: SALESmanago
Founded: 2011
Company Size: 101-250
HQ Location: Grzegórzecka 21, 31-532 Kraków
Financials: Private
Next-Gen Platform To Power The Future of Business
Kizen is a sales, marketing, and experience platform that helps companies drive smarter, faster growth, deliver amazing, personalized customer experiences, and unleash their full potential. It helps the teams save time, work smarter, and deliver personalized experiences that drive faster growth. It also helps in acquiring customers and increases customer lifetime value.
Vendor: Kizen
Company Size: 51-100
HQ Location: 12 Groveland Court, 1st Floor, London, London EC4M 9EH, GB
PR.com: Directory of Businesses Jobs Press Releases Products Services ...
PR.com a Public Relations platform is a directory of businesses, products and services, a press release distribution service, a job search website, and online publication of articles, reviews, and celebrity interviews. It is a cross between public relations and advertising entities, with a full company profile. It helps to improve brand engagement and establish thought leadership.
Vendor: PR.co
Company Size: 1-10
HQ Location: Singel 542, Amsterdam, Noord-Holland NL
Financials: Seed
Muck Rack for journalists and public relations
Muck Rack is a public relations software that easily searches for journalists, monitor news, and build reports. It helps to acquire customers and improve internal communications.
Vendor: Sawhorse Media
Company Size: 11-50
HQ Location: 588 Broadway, Suite 503, New York, NY 10012, US
Financials: Private
