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CRM Software 2021: A Comprehensive Guide

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.

Last updated: Apr 8, 2021

CRM Software 2021: A Comprehensive Guide

What is CRM?

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.

Related Guides

ALL in ONE CRM

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

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.

Vertical CRM

Types of CRM

Types of CRM

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 CRM
  • Marketing CRM
  • Service CRM
Types of CRM

Sales CRM

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

  • Close rate
  • Upsell rate
  • Length of the sales cycle

Some of the top usage of Sales CRM are listed below.

All customer data in one place

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.

Manage Deals

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!

M A

Martin A

Manufacturing Consultant

Sales Workflow Automation

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.

Increase revenue / Improve the bottom line

  • More Upsell / Cross-sell Opportunities - Since you have a good view of all your customers, their preferences and organization cycle, it can help you identify cross-sell and upsell opportunities and impact your revenue directly.
  • Improve sales performance - CRM’s can also help to identify sales performance issues and fixing them has directly impacted the revenue.
  • Increase referrals - Happy customers usually means more business. This comes from either buying more products from the company or referring the CRM to other customers.

Forecasting

Some software provides basic forecasting capabilities based on the deals in the pipeline, deal stages and deal scoring.

Marketing CRM

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

  • Customer Acquisition Cost (CAC)
  • LifeTime Value (LTV)
  • Revenue / Campaign ROI

Some of the key usages of Marketing CRM are listed here.

Managing Leads and Marketing Automation

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.

D W

Dom W

Business Development

Generating Leads

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.

Marketing ROI

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 Support CRM

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

  • NPS
  • Churn rate
  • Average time to resolution

Better Support

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.

Help Desk

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.

Customer Self Service

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!

J L

Jacey L

Inbound Marketing Specialist

Common for all CRMs

Increase Productivity and Collaboration

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.

Analytics and Reporting

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.

AI usage in CRM

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.

Sales CRM

Voice Assistants / Bots

  • With the data explosion happening in the CRMs it is difficult to access that data easily. Hence some vendors provide AI assistants which can fetch you the information you are looking using voice commands (Einstein, Zoho Zia, etc)
  • Some AI tools can automate the task of auto-capturing the sales activity data and auto-updating the CRM. This saves the salespeople a lot of time and they can focus on selling activities.
  • AI can also help you complete the profile of any person. For example, if the only email, name, etc are known, the AI can look on the web for other details (personal and professional) and complete the profile in a matter of seconds.
  • AI can also be used to automate certain workflows like customer engagement, followup, calendar, notes, call transcription, etc.

Recommendations

  • Some CRMs can also give alerts and recommendations to sales reps on what their next steps should be customized to each customer.
  • It can also give analytical insights based on your customer data to be incorporated in your pitch and demos based on what has worked before.
  • AI can put similar products in a group and optimize the right price for each customer.

Forecasting

  • Some CRMs leverage AI to enhance their forecasting capabilities.

Marketing CRM

Lead Management, Scoring, and Segmentation

  • CRM with AI capabilities can do a great job of lead scoring with lots of historical data available to them. They will be able to score and surface the hottest leads to the sales rep with the highest chance of a conversion.
  • Based on your customer list, AI can also help us identify the Ideal Customer Profile (ICP). AI can also help you segment customers based on past behaviors, demographics, likes, dislikes, etc
  • Automate workflow when customer reacts to marketing campaigns across channels and auto-create email works better for which product and customer.

Customer Service CRM

Better support

  • AI can go through the online review and internal feedback by the customer to understand his emotional state and tone of the complaint. This can help prepare the customer service person to respond with empathy thus increasing case resolution speed.
  • Auto escalate calls for different types of customers to different agents
  • Identify support ticket trends and auto-generate responses to customers based on the type of query and product
  • Intelligent customer self-service

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Buyer’s Guide - Guide to Choose Right Fit CRM Software

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.

Who should buy a CRM

Buyers are recommended to consider peer reviews and expert opinions that are extensively available on Cuspera before making buying decisions. Cuspera’s AI based engine guides you through the requirement process to help you choose the right software.

Go to Cuspera

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.

When to buy a CRM

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.

Which business process you wish to improve

While CRMs are mainly designed for sales teams, there are many variants of these CRMs which focus particularly on either sale, 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.

What type of customization and integrations you need

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.

Cost / Pricing (Total Cost of Ownership)

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 CRM is going to cost the business.

Vendor Experience / Reliability

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.

GDPR / Data Security

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.

Deployment Flexibility

What type of deployment 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.

Mobile Readiness

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

Training becomes especially critical in the case of 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.

TTV - when will you see results

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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617 CRM Software

Less Annoying CRM

Simple Contact Management for Small Business

4.78

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Less Annoying CRM

4.78
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Contact list management
Top Features : Personalization,Recording,Alerts: popups & Notifications
Less Annoying CRM Icon

Vendor: Less Annoying Crm

Founded: 2009

Company Size: 1-10

HQ Location: 1017 Olive St. #300 St. Louis, MO 63101

Financials: Private

Tithe.ly

Increase giving and engagement with tools built for churches and ministries.

4.76

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Tithe.ly

4.76
★★★★★
★★★★★
Increase giving and engagement with tools built for churches and ministries.
Highlights
Top Business Usecases : Engaging and following up,Engagement management,Training & onboarding
Top Features : Personalization,Alerts: popups & Notifications,Dashboard
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Vendor: Tithe.ly

Company Size: 51-200

VipeCloud

All In One CRM, Marketing and Sales Automation

4.74

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VipeCloud

4.74
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Communication management,Engagement management,Engaging and following up
Top Features : Personalization,Templates,Alerts: popups & Notifications
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Vendor: Vipecloud

Founded: 2011

Company Size: 1-10

HQ Location: 855 El Camino Real, Ste 13A Palo Alto, California 94301

Financials: Private

HoneyBook

Client Management Software for Small Businesses

4.74

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HoneyBook

4.74
★★★★★
★★★★★
Client Management Software for Small Businesses
Highlights
Top Business Usecases : Sales document management,Contract management,Proposal & quote management
Top Features : Templates,Personalization,Capture form
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Vendor: HoneyBook

Company Size: 101-250

HQ Location: San Francisco

Relenta

Email Based CRM - Top Email Marketing Contact ...

4.73

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Relenta

4.73
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Contact list management,Communication management,Engagement management
Top Features : Personalization
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Vendor: Relenta

Founded: 2004

Company Size: 1-10

Financials: Private

Teamgate CRM

Sales CRM software to power your growth

4.73

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Teamgate CRM

4.73
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Contact list management,Generation of new leads,Communication management
Top Features : Dashboard,Personalization,Recording
Teamgate CRM Icon

Vendor: Teamgate

Company Size: 11-50

HQ Location: 11, Cundy Road, London, E16 3DJ, GB

Financials: Seed

Floify

Mortgage Automation and Point-of-Sale

4.73

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Floify

4.73
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Sales document management,Digital signature,Engagement management
Top Features : Alerts: popups & Notifications,Templates,Landing page
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Vendor: Floify

Company Size: 11-50

HQ Location: Boulder, Colorado US

TeamGram

CRM, Quote, Proposal and Sales Management Software

4.70

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TeamGram

4.70
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Alerts: popups & Notifications,Calculator,Templates
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Vendor: TeamGram

Sales Creatio

Sales Creatio is a cloud based CRM that drives efficient sales processes and enables total control over the complete customer journey - from lead generation to loyal repeat sales

4.69

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Sales Creatio

4.69
★★★★★
★★★★★
Sales Creatio is a cloud based CRM that drives efficient sales processes and enables total control over the complete customer journey - from lead generation to loyal repeat sales

Sales Creatio is a sales automation software that helps convert leads to repeat sales. It provides intuitive tools for opportunity management, lead management, and quote management, as well as invoice templates and order management tools.

Highlights
Top Business Usecases : Communication management,Campaign management,Lead management
Top Features : Dashboard,Personalization,Recording
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Vendor: creatio

Founded: 2002

Company Size: 501-1000

HQ Location: 280 Summer St., 6th Floor, Boston, MA 02210

Financials: Private

Freedom Software

Cloud-based, access-from-anywhere software is ideal for building and maintaining your website

4.69

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Freedom Software

4.69
★★★★★
★★★★★
Cloud-based, access-from-anywhere software is ideal for building and maintaining your website
Highlights
Top Business Usecases : Event management,Membership management,Content management
Top Features : Landing page
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Vendor: Accrisoft

Company Size: 101-250

HQ Location: Charlotte, NC

Freshsales

Improve customer engagement, drive leads to closure, and nurture existing customers with AI-based sales CRM

4.69

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Freshsales

4.69
★★★★★
★★★★★
Improve customer engagement, drive leads to closure, and nurture existing customers with AI-based sales CRM

Freshsales is a customer relationship management (CRM) software by Freshworks designed for high-velocity sales teams to attract leads, engage across multiple touchpoints, close deals and nurture relationships.

Highlights
Top Business Usecases : Communication management,Engagement management,Engaging and following up
Top Features : Recording,Dashboard,Personalization
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Vendor: freshworks

Founded: 2010

Company Size: 1001-5000

HQ Location: 1250 Bayhill Drive, Suite 315, San Bruno, CA 94066

Financials: Series G

Upsales

CRM & Marketing Automation platform for B2B companies

4.68

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Upsales

4.68
★★★★★
★★★★★
CRM & Marketing Automation platform for B2B companies

Upsales CRM helps companies to generate more leads, drive an effective sales process, and unlock upselling opportunities from existing clients. It helps to enhance customer relationships and improve ROI.

Highlights
Top Business Usecases : Engagement management,Generation of new leads,Engaging and following up
Top Features : Landing page,Dashboard
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Vendor: Upsales

Company Size: 51-100

HQ Location: Stockholm, Stockholm

Financials: Private

Collective[i] Intelligence

Collective Intelligence | network of sales activity data combined with Artificial Intelligence and predictive technology

4.68

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Collective[i] Intelligence

4.68
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Forecasting,Collaboration,Account management
Top Features : Alerts: popups & Notifications,Personalization
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Vendor: Collective[i]

Company Size: 51-200

HQ Location: 130 Madison Ave, New York, New York 10016, US

Financials: NA

Pipeliner CRM

Sales CRM Software - Sales Enablement

4.67

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Pipeliner CRM

4.67
★★★★★
★★★★★
Sales CRM Software - Sales Enablement

Pipeliner CRM is a sales enablement tool designed for sales professionals and administrators to help them focus on pipeline management, sales process and analytics. The sales friendly interface provides all the tools necessary to boost sales and increase revenue.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Forecasting
Top Features : Dashboard,Personalization,Recording
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Vendor: Pipelinersales

Company Size: NA

HQ Location: 15243 La Cruz Drive, Suite 492, Pacific Palisade, California 90272, US

Financials: NA

NetHunt CRM

Simple, yet powerful CRM for small businesses

4.67

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NetHunt CRM

4.67
★★★★★
★★★★★
Simple, yet powerful CRM for small businesses

NetHunt CRM is a customer relationship management (CRM) software solution purpose-built to work closely with Gmail accounts and Google applications. It enables businesses to manage interactions and records directly from the inbox.

Highlights
Top Business Usecases : Communication management,Engagement management,Engaging and following up
Top Features : Recording,Personalization,Templates
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Vendor: NetHunt

Company Size: 11-50

HQ Location: 56 Daly Street, Belize City, Belize District, Belize

Financials: Private

Affinity

Relationship Intelligence, Reimagined

4.67

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Affinity

4.67
★★★★★
★★★★★
Relationship Intelligence, Reimagined

Affinity is a relationship intelligence platform enabling teams to leverage their network to close the next big deal. The Affinity platform helps users manage relationships across 30 million people and 7 million organizations. It is helpful for commercial real estate, investment banks and other professional services.

Highlights
Top Business Usecases : Workflow management,Relationship management,Contact list management
Top Features : Personalization
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Vendor: Affinity

Company Size: 11-50

Financials: Series B

Finepoints CRM

Finepoints CRM | Make Prospecting & Sales More Efficient.

4.67

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Finepoints CRM

4.67
★★★★★
★★★★★
Finepoints CRM | Make Prospecting & Sales More Efficient.

Finepoints CRM is a software to scale the business with the ability to effectively manage the leads, contacts and customers. It helps to increase sales and revenue and improve customer relationships.

Highlights
Top Business Usecases : Lead management,Communication management,Engagement management
Top Features : Personalization
Finepoints CRM Icon

Vendor: Finepoints CRM

Founded: 2015

Company Size: 1-10

HQ Location: Silverston, Northamptonshire

Financials: Private

AllProWebTools

Small Business Management Software

4.67

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AllProWebTools

4.67
★★★★★
★★★★★
Small Business Management Software
Highlights
Top Business Usecases : Campaign management,Drip marketing,Customer case management
Top Features : Recording,Dashboard,Personalization
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Vendor: AllProWebTools

Company Size: 1-10

HQ Location: 320 E Vine Dr, #325, Fort Collins, CO 80524, US

Financials: Private

OnePageCRM

Sales CRM, Contact Management & Pipeline

4.66

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OnePageCRM

4.66
★★★★★
★★★★★
Sales CRM, Contact Management & Pipeline

OnePageCRM has converted the complexity of CRM into a to-do list so that users can convert leads to customers, reach targets and grow their businesses. This way sales staff focus on what drives sales, not bloated software with ineffective charts and graphs.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Contact list management
Top Features : Alerts: popups & Notifications,Personalization,Recording
OnePageCRM Icon

Vendor: Onepagecrm

Founded: 2010

Company Size: 11-50

HQ Location: Unit 30A, Kilkerrin Park 1, Liosban Industrial Estate, Galway, Co. Galway, IE, H91 XY29

Financials: Seed

Memberplanet

Provides dynamic solutions, including powerful API integrations, to create a seamless experience

4.66

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Memberplanet

4.66
★★★★★
★★★★★
Provides dynamic solutions, including powerful API integrations, to create a seamless experience
Highlights
Top Business Usecases : Communication management,Sending & publishing communications,Membership management
Top Features : Feedback surveys,Templates,Personalization
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Vendor: memberplanet

Company Size: 11-50

HQ Location: 23224 Crenshaw Blvd, Torrance, CA 90505, US

Mothernode CRM

Scalable CRM solutions to grow with business

4.66

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Mothernode CRM

4.66
★★★★★
★★★★★
Scalable CRM solutions to grow with business

Mothernode CRM is a CRM Software. Mothernode CRM is a leading customer management service created to provide businesses with a cutting edge platform to better manage their company and customers.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Personalization,Recording,Dashboard
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Vendor: Mothernode

Founded: 2009

Company Size: 11-50

HQ Location: 8445 Freeport Parkway, Suite 100 Irving, TX 75063 United States

Financials: Private

AddressTwo CRM

Simple CRM software to track key relationships that matter most.

4.65

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AddressTwo CRM

4.65
★★★★★
★★★★★
Simple CRM software to track key relationships that matter most.

AddressTwo CRM software helps small businesses keep track of the key relationships that matter most. Small business is about creating, building, deepening, and managing the relationships. It helps to increase sales and revenue and acquire customers.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Contact list management
Top Features : Personalization,Recording
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Vendor: AddressTwo

Company Size: 1-10

HQ Location: 6330 E 75th St, Indianapolis, Indiana 46250, US

Financials: Private

W3B

Proprietary CRM/Sales module, combined with Project Management and Online Invoicing

4.64

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W3B

4.64
★★★★★
★★★★★
Proprietary CRM/Sales module, combined with Project Management and Online Invoicing

W3B CRM is an all-in-one business management solution that provides integrated tools for customer relationship management, project management and online invoicing. It helps in managing customer interaction and automating processes involved in sales and invoicing. It defines, manages and tracks projects, linked to relevant customers.

Highlights
Top Business Usecases : Customer case management,Contact list management,Helpdesk management
Top Features : Personalization,Dashboard
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Vendor: Web3Box Software

Company Size: 11-50

HQ Location: 170 S Green Valley, #300, Henderson, Nevada 89012, US

Salesflare

Intelligent sales CRM for small businesses

4.64

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Salesflare

4.64
★★★★★
★★★★★
Intelligent sales CRM for small businesses

Salesflare is a CRM software for small businesses selling B2B. It helps to increase sales and revenue and acquire customers.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Alerts: popups & Notifications,Personalization,Dashboard
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Vendor: Salesflare

Company Size: 1-10

Financials: Seed

FLG

Online CRM for SMEs that manage leads and automate customer touchpoints

4.63

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FLG

4.63
★★★★★
★★★★★
Online CRM for SMEs that manage leads and automate customer touchpoints

FLG is an online CRM software that helps to manage leads and automate customer touchpoints without changing the sales process. It helps small to large enterprises manage leads and streamline communication with customers.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Generation of new leads
Top Features : Personalization,Recording,Templates
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Vendor: FLG Business Technology

Company Size: 11-50

HQ Location: Ribble Court, Shuttleworth Mead, Meadway, Padiham, Burnley BB12 7NG.

White Fuse

Membership management software for automation, engagement and growth.

4.63

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White Fuse

4.63
★★★★★
★★★★★
Membership management software for automation, engagement and growth.

White Fuse is a membership management software that brings together the website, database and emails to create an unrivaled and delightful member experience. It helps small organizations supercharge charity, increase donations, raise awareness, and grow their community.

Highlights
Top Business Usecases : Membership management,Contact list management,Engagement management
Top Features : Ticketing
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Vendor: White Fuse

Company Size: 1-10

HQ Location: International House, 24 Holborn Viaduct, London, England EC1A 2BN, GB

Commence

Customer Relationship Management (CRM) Software

4.63

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Commence

4.63
★★★★★
★★★★★
Customer Relationship Management (CRM) Software

Commence is a cloud-based customer relationship management(CRM) solution that caters to small businesses and helps them to manage communication with existing and potential customers. It helps customers enhance sales by automating sales and customer relationship management.

Highlights
Top Business Usecases : Customer case management,Contact list management,Generation of new leads
Top Features : Ticketing,Dashboard,Personalization
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Vendor: Commence Corporation

Company Size: 11-50

HQ Location: 2 Industrial Way West, Eatontown, NJ 07724, US

Financials: Private

PRgloo

A complete media relations platform combining easy to use tools with exceptional analysis.

4.62

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PRgloo

4.62
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Contact list management,Engagement management,Engaging and following up
Top Features : Personalization,Recording
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Vendor: PRgloo

Founded: 2014

Company Size: 1-10

HQ Location: London, UK

Financials: Private

Anthill CRM

CRM and Process Automation

4.62

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Anthill CRM

4.62
★★★★★
★★★★★
CRM and Process Automation

Anthill CRM is a customer process management solution that manages the entire customer journey, streamlines processes, makes smarter decisions, and accelerates growth. It helps to improve efficiency and productivity by triggering personalized notifications at any stage to customers, increase efficiency, reduce costs and delight customers by using a CRM that allows it to work.

Highlights
Top Business Usecases : Sending & publishing communications,Communication management,Workflow management
Top Features : Personalization,Dashboard
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Vendor: Anthill

Company Size: 11-50

HQ Location: 46 The Calls, Leeds, West Yorkshire LS1, GB

Membrain CRM

Sales Enablement CRM for B2B Sales

4.62

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Membrain CRM

4.62
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Coaching,Engagement management,Account management
Top Features : Dashboard,Templates,Recording
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Vendor: Membrain

Founded: 2012

Company Size: 11-50

HQ Location: Industriv. 17, 171 48 Solna, Sweden.

Financials: Seed

Platformly

Marketing Automation Platform for Online Businesses

4.59

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Platformly

4.59
★★★★★
★★★★★
Marketing Automation Platform for Online Businesses
Highlights
Top Business Usecases : Communication management,Sending & publishing communications,Engagement management
Top Features : Dashboard,Landing page,Personalization
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Vendor: Platformly

Company Size: 1-10

HQ Location: Midocean Chambers, Road Town, , Tortola, British Virgin Islands VG1110, VG

Financials: NA

ActiveCampaign

CXA Platform to engage with their customers

4.55

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ActiveCampaign

4.55
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Communication management,Engagement management,Engaging and following up
Top Features : Personalization,Templates,Landing page
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Vendor: Activecampaign

Founded: 2003

Company Size: 501-1000

HQ Location: 1 North Dearborn St, 5th Floor, Chicago, IL 60602

Financials: Private

PressPage

Digital PR tools | PressPage

4.52

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PressPage

4.52
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Public relations,Communication management,Content management
Top Features : Templates
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Vendor: PressPage

Company Size: 11-50

HQ Location: Amsterdam

Financials: Private

Kizen

Next-Gen Platform To Power The Future of Business

4.49

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Kizen

4.49
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Feedback surveys,Personalization,Recording
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Vendor: Kizen

Company Size: 51-100

HQ Location: 12 Groveland Court, 1st Floor, London, London EC4M 9EH, GB

Hubspot Sales Hub

Fully featured Sales CRM and Sales Engagement Software

4.47

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Hubspot Sales Hub

4.47
★★★★★
★★★★★
Fully featured Sales CRM and Sales Engagement Software

HubSpot sales hub is a sales service platform for sales teams which helps them to get all sales activities organized in one place. Using Hubspot sales teams can get lead notifications, automate tracking of all sales interactions.

Highlights
Top Business Usecases : Communication management,Engagement management,Engaging and following up
Top Features : Templates,Personalization,Alerts: popups & Notifications
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Vendor: HubSpot

Founded: 2006

Company Size: 1001-5000

HQ Location: 25 First Street, 2nd Floor Cambridge, MA 02141 United States

Financials: IPO

PR.co

PR.com: Directory of Businesses Jobs Press Releases Products Services ...

4.44

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PR.co

4.44
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Public relations,Communication management,Sending & publishing communications
Top Features : Personalization
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Vendor: PR.co

Company Size: 1-10

HQ Location: Singel 542, Amsterdam, Noord-Holland NL

Financials: Seed

Muck Rack

Muck Rack for journalists and public relations

4.43

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Muck Rack

4.43
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Public relations,Social media management,Social media analytics
Top Features : Alerts: popups & Notifications,Dashboard,Personalization
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Vendor: Sawhorse Media

Company Size: 11-50

HQ Location: 588 Broadway, Suite 503, New York, NY 10012, US

Financials: Private

Richpanel

Live Chat Software & Helpdesk For Ecommerce Stores

4.38

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Richpanel

4.38
★★★★★
★★★★★
Live Chat Software & Helpdesk For Ecommerce Stores

Richpanel is a Customer Data Platform that helps businesses to understand and extract value from their data. It helps agents efficiently resolve customer issues without switching tabs.

Highlights
Top Business Usecases : Helpdesk management,Conversion management,Contact list management
Top Features : Ticketing
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Vendor: Richpanel

Company Size: 11-50

HQ Location: 1885 Cabana Dr, San Jose, CA 95125, San Jose, California 95125, US

Financials: Private

Accelo

Manage your projects against budgets and resources in real time

4.37

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Accelo

4.37
★★★★★
★★★★★
Manage your projects against budgets and resources in real time

Accelo is a cloud based, fully integrated Professional Services Automation Software. The Service Operations (ServOps) Automation software helps to improve productivity and profitability of services business. Users in the professional service sector - accountants, architects, engineers, designers, consultants, MSPs will benefit from using this softwarae.

Highlights
Top Business Usecases : Communication management,Sales document management,Sending & publishing communications
Top Features : Ticketing,Alerts: popups & Notifications,Recording
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Vendor: Accelo

Founded: 1983

Company Size: 51-100

HQ Location: 530 Howard St, Floor 2 San Francisco, CA, 94105

Financials: Series A

Prezly

Prezly - Software for better, faster PR | Prezly

4.37

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Prezly

4.37
★★★★★
★★★★★
Prezly - Software for better, faster PR | Prezly

Prezly is a PR software for better, and faster communication. It helps to acquire customers, enter new markets and enhance customer relationships.

Highlights
Top Business Usecases : Public relations,Communication management,Sending & publishing communications
Top Features : Personalization,SEO,Templates
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Vendor: Prezly

Founded: 2010

Company Size: 11-50

HQ Location: Leuven, Flemish-Brabant

Financials: Private

Cliengo

Chatbot platform that helps to convert website visitors into customers.

4.30

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Cliengo

4.30
★★★★★
★★★★★
Chatbot platform that helps to convert website visitors into customers.

Cliengo a conversational intelligence platform is a chatbot that boosts business sales opportunities, chatting with the visitors proactively at any time. It helps to increase sales and revenue and improve efficiency.

Highlights
Top Business Usecases : Contact list management,Creating contact list,Engagement management
Top Features : Personalization,Capture contact,Widgets
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Vendor: Cliengo

HQ Location: AR

Prowly PR Platform

Prowly PR Software - Tools to Drive PR Results

4.30

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Prowly PR Platform

4.30
★★★★★
★★★★★
Prowly PR Software - Tools to Drive PR Results

Prowly PR Platform is an Online Newsroom Software & PR Content Platform for PR teams from businesses of all sizes, large enterprises and freelancers.

Highlights
Top Business Usecases : Public relations,Communication management,Sending & publishing communications
Top Features : Personalization,Dashboard,Interactive content
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Vendor: Prowly

Founded: 2013

Company Size: 11-50

HQ Location: Madali?skiego 71/1 Mokotów, Warszawa, Poland 02-549

Financials: Series A

Total Expert

Enterprise-grade marketing and customer engagement platform ?purpose-built for financial services

4.29

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Total Expert

4.29
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Engagement management,Social media management,Engaging and following up
Top Features : Personalization,Landing page,Templates
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Vendor: Total Expert

Company Size: 101-250

HQ Location: 1600 Utica Ave S, Suite 600, St. Louis Park, Minnesota 55416, US

Financials: Series B

Beetle Eye

beetle-eye.com - Adaptable Lead Growth and Email Marketing Platform

4.29

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Beetle Eye

4.29
★★★★★
★★★★★
beetle-eye.com - Adaptable Lead Growth and Email Marketing Platform

Beetle Eye is a modern marketing automation platform that streamlines email campaigns and digital marketing tools to provide a powerful platform for creators and innovators that helps to grow the business and enter a new market.

Highlights
Top Business Usecases : Campaign management,Generation of new leads,Lead management
Top Features : Personalization,Templates,Feedback surveys
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Vendor: Beetle Eye

Company Size: 1-10

HQ Location: 3958 Calvin Ln, Sarasota, Florida 34232, US

Financials: NA

Nationbuilder

NationBuilder: Software for leaders

4.24

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Nationbuilder

4.24
★★★★★
★★★★★
NationBuilder: Software for leaders

Nationbuilder is a Community engagement platform built to grow community and move them to action. It helps to improve brand engagement, digital and social presence.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Contact list management
Top Features : Personalization,Capture information,Capture contact
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Vendor: Nationbuilder

Founded: 2009

Company Size: 101-250

HQ Location: 520 S. Grand Ave., 2nd Floor, Los Angeles, CA 90071

Financials: Series B

Mynewsdesk

Publish and distribute press releases | Digital PR

4.21

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Mynewsdesk

4.21
★★★★★
★★★★★
Publish and distribute press releases | Digital PR

Mynewsdesk a PR platform helps to discover the impact of online PR and get the complete solution to engage an audience of thousands. It helps to improve ROI and digital and social presence.

Highlights
Top Business Usecases : Public relations,Communication management,Engaging and following up
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Vendor: Mynewsdesk

Company Size: 251-500

HQ Location: Stockholm

Financials: Private

ConnectWise Manage

Business Management Software | ConnectWise Manage Business ...

4.08

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ConnectWise Manage

4.08
★★★★★
★★★★★
Business Management Software | ConnectWise Manage Business ...

ConnectWise Manage helps users manage customer service agreements, automate recurring invoices and document agreements in a central storage location. It caters to small and midsize businesses and can also be deployed on-premises.

Highlights
Top Business Usecases : Sales document management,Helpdesk management,Workflow management
Top Features : Ticketing,Personalization,Alerts: popups & Notifications
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Vendor: Connectwise

Founded: 1982

Company Size: 501-1000

HQ Location: 4110 George Rd., Suite 200, Tampa, FL 33634, USA

Financials: M&A

Accent Sales Enablement

AI-driven sales enablement tool that increases sales productivity

4.00

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Accent Sales Enablement

4.00
★★★★★
★★★★★
AI-driven sales enablement tool that increases sales productivity

Accent Sales Enablement solution enables sales with the right resources at the right time to secure the meeting or close the deal. It helps to increase sales and revenue and scale best practices.

Highlights
Top Business Usecases : Content management,Engaging and following up,Engagement management
Top Features : Personalization
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Vendor: Accent Technologies

Founded: 1990

Company Size: 51-100

HQ Location: 1411 Highland Avenue Melbourne, FL 32935 USA

Financials: Private