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CRM All-in-One Software 2021: Buyer’s Guide

Learn what is All-in-One CRM platform and how to choose the right CRM platform

Updated By Cuspera

Last updated: Feb 16, 2021

Top Software

HoneyBook

Client Management Software for Small Businesses

4.76

Read Reviews
HoneyBook Icon

HoneyBook

23.82
★★★★★
★★★★★
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.

The solution provides tools for generating customizable contracts, proposals and invoices and assists in easy tracking of payments. It provides automated actions on tasks and sending out personalized messages and responses based on preset rules.

The scheduling tool facilitates quick meeting scheduling with automated, and personalized confirmations and reminders. It integrates with all the popular business applications. The single unified platform enables easy tracking of project progress, customer communications, proposal generation and tracking.

Testimonials

Alexia Butts

Apt. 5 Interiors

HoneyBook Icon
Highlights
Top Processes : Sales document management,Contract management,Proposal & quote management
Top Features : Templates,Personalization,Alerts: popups & Notifications

Vendor: HoneyBook

Company Size: 101-250

HQ Location: San Francisco

1crm

1CRM: Best CRM For Small Business - All-in-One CRM Software

4.39

Read Reviews
1crm Icon

1crm

21.97
★★★★★
★★★★★
1CRM: Best CRM For Small Business - All-in-One CRM Software

1CRM is an all-in-one CRM solution that enables managing all aspects of a business online. It can be used by any type of business, start-ups or enterprises and enables team collaboration.

1CRM features include Daily Task management, Marketing Automation, Order management, Customer Service, Sales & Opportunities and Project management. The Daily task management feature includes tools that support multiple languages, email checking when it appears on the dashboard, weather dashlest for chosen cities, group calendar with click and drag features, and facility for creating forums enabling team collaboration. The software application is available on mobile devices iOS and Android.

1CRM Marketing Automation feature enables generation of lead forms for capture of leads that get automatically posted into the system. Customer conversion from leads is enabled through drip-feed campaigns and dynamic target lists for a personalized customer experience.

Testimonials

John Bura

CEO

Mammoth Interactive

1crm Icon
Highlights
Top Processes : Sales document management,Proposal & quote management,Workflow management
Top Features : Alerts: popups & Notifications,Landing page,Ticketing

Vendor: 1crm

Founded: 1997

Company Size: 1-10

HQ Location: 688 Falkland Road, Victoria BC, V8S 4L5

Financials: Private

Efficy CRM

Online CRM which organises the management of your business activity and your customer service

4.25

Read Reviews
Efficy CRM Icon

Efficy CRM

21.25
★★★★★
★★★★★
Online CRM which organises the management of your business activity and your customer service

Efficy CRM is a CRM solution covering Customer Relationship management across all customer touch points such as Sales, Marketing, Customer Service. It provides customised CRM solutions for each industry sector spanning across Non-profit organizations, Bank & Insurance, Healthcare, Tourism, Retail and more.

Efficy provides the tools to convert customer data into customer knowledge and provides customizable solutions that can be configured easily to work with the existing processes in the organization.

Efficy provides CRM tools that enhance the Sales team productivity such as customer database, business activity monitoring, offers portfolio etc., with an always-on 360 degree view of customer proposals and prospects. CRM for Marketing provides tools to launch email campaigns, analyse results and web traffic to provide insights for segmentation and sending out customised and targeted messages based on segment.

Efficy CRM Icon
Highlights
Top Processes : Contact list management,Sales document management,Proposal & quote management
Top Features : Gamification,Dashboard,Templates

Vendor: Efficy

Founded: 2005

Company Size: 101-250

HQ Location: Rue Colonel Bourg 122 1140 Brussels

Financials: Private

Keap CRM

Keap | Powerful CRM, sales, and marketing

4.12

Read Reviews
Keap CRM Icon

Keap CRM

20.59
★★★★★
★★★★★
Keap | Powerful CRM, sales, and marketing

Keap is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in a suite. It helps small businesses across various industries deliver sales volumes and customer service experiences. It helps to acquire customers and increase sales and revenue.

It helps to capture leads automatically through built-in landing pages, convert more visitors to leads, and automatically add new leads to the contacts with advanced segment.

Keap helps in increased conversion rates by powerful segmentation, delivering the right message to the right person, bulletproof automation to make sure leads don’t get lost, and customizable messaging to leads based on customer’s actions. Its campaign builder automatically tags new leads, assigns tasks, and sends emails based on client actions.

Testimonials

Johnny Laurent

Consulting

Johnny Laurent Consulting

Keap CRM Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Communication management
Top Features : Personalization,Landing page,Templates

Vendor: Keap

Company Size: 251-500

HQ Location: Chandler, AZ 85286

Financials: Series E

Solid Performers CRM

A Capable of performing multiple functions which includes lead management.

4.00

Read Reviews
Solid Performers CRM Icon

Solid Performers CRM

20.00
★★★★★
★★★★★
A Capable of performing multiple functions which includes lead management.

Solid Performers CRM is a SaaS cloud CRM software that can be used in businesses and large enterprises enabling effective Lead Management, Client Management from proposal till invoicing, and Project Management.

The software has an intuitive interface, and provides modules that cover almost every aspect of the business enabling it to be managed from one platform, with security and reliability and field level customization.

Some of the modules included are Product Management, Vendor management, Invoice management, Client management, Lead management and more.

Solid Performers CRM Icon
Highlights
Top Processes : Products & pricelist management,Proposal & quote management,Sales document management

Vendor: Solid Performers

Company Size: 11-50

HQ Location: Bangalore, Karnataka 560041, IN

Clientjoy

CRM for Agencies & Freelancers - All in One CRM

4.00

Read Reviews
Clientjoy Icon

Clientjoy

20.00
★★★★★
★★★★★
CRM for Agencies & Freelancers - All in One CRM

Clientjoy is a CRM for Agencies and freelancers that helps to manage leads, proposals, clients, invoicing and revenues under a single roof. It helps to reduce the time it takes for a Lead to sign a proposal to receive an invoice and ultimately, make payments. Identify the bottlenecks to remove them. Know the growth enablers and double down on them.

Clientjoy creates a robust and reliable repository of the contacts, checks for duplicates even incomplete entries. Create custom statuses based on the sales process for the own business. Provides access to a custom branded portal, centralizes communication with all client stakeholders while maintaining total and complete context. Creates proposals in no time with pre-defined templates and stays updated as it moves across statuses and so on.

Some of its features include unstoppable sales, shared file repository, custom scripts, custom embeds, payment gateway integration, revenue analytics, invoicing templates, recurring invoices, automated reminders and more.

Clientjoy Icon
Highlights
Top Processes : Proposal & quote management,Sales document management,Collaboration
Top Features : Live monitoring

Vendor: Clientjoy

Company Size: 11-50

HQ Location: Ahmedabad, Gujarat, India

C3 CRM™

C3 CRM - Leverage AI / machine learning to improve profitability and consistency across sales, marketing, and customer service

4.00

Read Reviews
C3 CRM™ Icon

C3 CRM™

20.00
★★★★★
★★★★★
C3 CRM - Leverage AI / machine learning to improve profitability and consistency across sales, marketing, and customer service

C3 CRM is a real-time predictive customer relationship management (CRM) application that leverages real-time machine learning and AI to generate recommendations that drive operational excellence and profitability across sales, marketing, and customer service. It helps to enhance customer relationships, scale best practices, and increase sales and revenue.

It pursues the highest-value sales opportunities using AI-based predictions including closure likelihood, expected revenue, product preferences, and key decision-maker contacts. It also prioritizes high-yield sales prospects that match the target profile from C3 AI CRM’s proprietary prospect-ranking system and predicts the lifetime value of leads as they arrive in the CRM system to evaluate the meeting quality standards.

Features of C3 CRM are improved forecast accuracy that automatically updates in near real-time, dynamically predict lead quality, lifetime value, and churn likelihood to reduce the cost of acquisition and improve conversion, predict propensity to buy, the likelihood of closure, product preferences, and deal risks, and recommend the best actions to sales representatives and many more.

Testimonials

Zvonimir Djerfi

SVP, Commercial

Baker Hughes

C3 CRM™ Icon
Highlights
Top Processes : Engagement management,Engaging and following up,Identify target customers
Top Features : Alerts: popups & Notifications,Micro customer segmenting,Personalization

Vendor: C3iot

Company Size: 201-500

HQ Location: 1300 Seaport Blvd., Suite 500, Redwood City, CA 94063, US

Financials: NA

InsideView Data Integrity

Improve CRM health, unify customer records. All starting with clean data

4.00

Read Reviews
InsideView Data Integrity Icon

InsideView Data Integrity

20.00
★★★★★
★★★★★
Improve CRM health, unify customer records. All starting with clean data

InsideView Data Integrity is a customer data management solution that cleans, monitors, and unifies CRM data with the most reliable, up-to-date information. It helps to make decisions in driving revenue and improving operational effectiveness and drives faster revenue growth.

InsideView Data Integrity unifies customer profiles with standardized and clean data, which feeds into territory assignments, account hierarchies, email validations, and more. It also gives companies a consistent, holistic view of their customers and prospects. Interactive trend graphs provide snapshots of data hygiene, with visual dashboards for revenue leaders to actively monitor their CRM health.

Key features of InsideView Data Integrity include data coverage spanning 18M companies and 59M decision-makers, data integrates seamlessly with Salesforce and Microsoft Dynamics, automate family tree linking and lead-to-account mapping, enhanced AI-powered matching that enables higher match rates, accuracy, and flexibility in match logic, control which records are managed, fields updated, and frequency of updates, and more.

Testimonials

PTC Inc

InsideView Data Integrity Icon
Highlights
Top Processes : Account management,Advertisement,Engaging and following up
Top Features : Personalization,Calculator

Vendor: Insideview

Founded: 1997

Company Size: 251-500

HQ Location: 444 DeHaro Street San Francisco, CA 94107

Financials: Private

EngageBay Marketing

All-in-one marketing, sales, support CRM that attract targeted web visitors, engage and capture leads

4.00

Read Reviews
EngageBay Marketing Icon

EngageBay Marketing

20.00
★★★★★
★★★★★
All-in-one marketing, sales, support CRM that attract targeted web visitors, engage and capture leads

EngageBay Marketing is an all-in-one Marketing and Sales CRM software that attract targeted web visitors, engage and capture leads, nurture and turn them into happy customers. It's an affordable HubSpot for small and medium businesses. It helps to enhance customer relationships, increase sales and revenue and acquire customers.

EngageBay combines lead generation, email marketing, marketing automation, CRM, and social media engagement. It allows users to create email campaigns and automate marketing processes and sales funnels. Its marketing suite provides businesses with the tools to design, manage, and run customized marketing campaigns. It offers an in-built CRM to help users organize their business contacts, manage relationships, and track pipelines.

Some of its features include attracting the right audience to the website using the marketing tools, engage visitors and capture leads, effortlessly nurture the audience with email marketing automation, free CRM to view the deal pipeline and track the status of every deal, boost the productivity of the support agents by creating tasks and many more.

Testimonials

Gergely Csaba N.

Online Marketing

Chamaileon

EngageBay Marketing Icon
Highlights
Top Processes : Generation of new leads,Engagement management,Engaging and following up
Top Features : Landing page,Alerts: popups & Notifications,Personalization

Vendor: EngageBay

HQ Location: 1007 North Orange Street 4th Floor #180 Wilmington, DE 19801

Configio

Event & Conference Management Software

4.67

Read Reviews
Configio Icon

Configio

23.37
★★★★★
★★★★★
Event & Conference Management Software

Configio is an event management software suite with tools that cover all aspects of event management. It can be configured for any kind of market or business for managing Events and Conferences, Franchises, Learning & Certification, Sports Camps, Marathons, Day camps and eCommerce.

Configio Event management software features include Event Planning Tools, Session & Abstract Management, Speaker Management, Online Registration, Event Apps, On-site Check-in, Exhibition management, Lead Retrieval and more.

Configio’s Event Planning tools feature is a comprehensive set of tools covering Staff Management. Vendor Management, Request functions and Reporting. It includes hiring and scheduling staff and volunteers, and managing on-site temp workers, managing vendors and providing them the details and tasks to work on, Requests for rooms, supplies and more and highly visual reports that can present the status collecting information from multiple sources.

Configio Icon
Highlights
Top Processes : Event management,Communication management,Training & onboarding
Top Features : Personalization,Dashboard,Feedback surveys

Vendor: Community Brands

Founded: 2017

Company Size: 501-1000

Financials: Private

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CRM All-in-One Buyer's Guide

In this section, you will find

What is CRM All-in-One Software?

What is CRM All-in-One Software?

CRM All-in-One

Classic or Basic CRM focuses on managing all customer contacts and interactions in a single place. Typically these CRM are meant for sales management activities around managing the customer relationships. All-in-One CRM go beyond these capabilities to manage the relationships through the sales journey. Many of the All-in-One CRM include capabilities to provide holistic solutions to business needs. All-in-One CRM automate many of the repetitive tasks, qualifying leads, closing deals, and engaging customers.

Which of these 17 CRM All-in-One software fit your needs?

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17 CRM All-in-One Software

HoneyBook

Client Management Software for Small Businesses

4.76

Read Reviews
HoneyBook Icon

HoneyBook

4.76
★★★★★
★★★★★
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.

Highlights
Top Business Usecases : Sales document management,Contract management,Proposal & quote management
Top Features : Templates,Personalization,Alerts: popups & Notifications
HoneyBook Icon

Vendor: HoneyBook

Company Size: 101-250

HQ Location: San Francisco

1crm

1CRM: Best CRM For Small Business - All-in-One CRM Software

4.39

Read Reviews
1crm Icon

1crm

4.39
★★★★★
★★★★★
1CRM: Best CRM For Small Business - All-in-One CRM Software

1CRM is an all-in-one CRM solution that enables managing all aspects of a business online. It can be used by any type of business, start-ups or enterprises and enables team collaboration.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Workflow management
Top Features : Alerts: popups & Notifications,Landing page,Ticketing
1crm Icon

Vendor: 1crm

Founded: 1997

Company Size: 1-10

HQ Location: 688 Falkland Road, Victoria BC, V8S 4L5

Financials: Private

webCRM

Integrated business growth and customer management solutions

4.34

Read Reviews
webCRM Icon

webCRM

4.34
★★★★★
★★★★★
Integrated business growth and customer management solutions
Highlights
Top Business Usecases : Generation of new leads,Sending & publishing communications,Communication management
Top Features : Personalization,Recording
webCRM Icon

Vendor: webCRM

Company Size: 11-50

HQ Location: Courtyard Business Centre Southwold Drive, Nottingham, webCRM Limited NG8 1PA, GB

Financials: Private

Efficy CRM

Online CRM which organises the management of your business activity and your customer service

4.25

Read Reviews
Efficy CRM Icon

Efficy CRM

4.25
★★★★★
★★★★★
Online CRM which organises the management of your business activity and your customer service

Efficy CRM is a CRM solution covering Customer Relationship management across all customer touch points such as Sales, Marketing, Customer Service. It provides customised CRM solutions for each industry sector spanning across Non-profit organizations, Bank & Insurance, Healthcare, Tourism, Retail and more.

Highlights
Top Business Usecases : Contact list management,Sales document management,Proposal & quote management
Top Features : Gamification,Dashboard,Templates
Efficy CRM Icon

Vendor: Efficy

Founded: 2005

Company Size: 101-250

HQ Location: Rue Colonel Bourg 122 1140 Brussels

Financials: Private

Keap CRM

Keap | Powerful CRM, sales, and marketing

4.12

Read Reviews
Keap CRM Icon

Keap CRM

4.12
★★★★★
★★★★★
Keap | Powerful CRM, sales, and marketing

Keap is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in a suite. It helps small businesses across various industries deliver sales volumes and customer service experiences. It helps to acquire customers and increase sales and revenue.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Communication management
Top Features : Personalization,Landing page,Templates
Keap CRM Icon

Vendor: Keap

Company Size: 251-500

HQ Location: Chandler, AZ 85286

Financials: Series E

Hogunsoft Icon

Hogunsoft

4.00
★★★★★
★★★★★
Highlights
Top Business Usecases : Contact list management,Contacts history,Business development
Top Features : Ticketing
Hogunsoft Icon

Vendor: Hogunsoft

Company Size: NA

HQ Location: 3A rue de Paris, Cesson-Sévigné, 35300, FR

Netric CRM Icon

Netric CRM

4.00
★★★★★
★★★★★
Highlights
Top Business Usecases : Relationship management,Workflow management,Collaboration
Netric CRM Icon

Vendor: Aereus

Company Size: 1-10

HQ Location: 2038 Bonnie Lane, Springfield, Oregon 97477, US

Robo CRM Icon

Robo CRM

4.00
★★★★★
★★★★★
Highlights
Top Business Usecases : Social media management,Lead management,Social media analytics
Top Features : Dashboard
Robo CRM Icon

Vendor: Inversions Lab

Company Size: 1-10

HQ Location: HSR Layout, Bangalore, KA 560102, IN

Solid Performers CRM

A Capable of performing multiple functions which includes lead management.

4.00

Read Reviews
Solid Performers CRM Icon

Solid Performers CRM

4.00
★★★★★
★★★★★
A Capable of performing multiple functions which includes lead management.

Solid Performers CRM is a SaaS cloud CRM software that can be used in businesses and large enterprises enabling effective Lead Management, Client Management from proposal till invoicing, and Project Management.

Highlights
Top Business Usecases : Products & pricelist management,Proposal & quote management,Sales document management
Solid Performers CRM Icon

Vendor: Solid Performers

Company Size: 11-50

HQ Location: Bangalore, Karnataka 560041, IN

Velociti

Sales Force Automation & Retail Execution – Velociti ...

4.00

Read Reviews
Velociti Icon

Velociti

4.00
★★★★★
★★★★★
Sales Force Automation & Retail Execution – Velociti ...
Highlights
Top Business Usecases : Promotion management,Distribution management,Business development
Top Features : Dashboard
Velociti Icon

Vendor: Velocitisfa

Company Size: NA

BlueLight SERVICE MANAGER

Manage every aspect of your service business with one tool

4.00

Read Reviews
BlueLight SERVICE MANAGER Icon

BlueLight SERVICE MANAGER

4.00
★★★★★
★★★★★
Manage every aspect of your service business with one tool
Highlights
Top Business Usecases : Proposal & quote management,Sales document management
BlueLight SERVICE MANAGER Icon

Vendor: Bluelight Software

Company Size: NA

HQ Location: The Officers’ Mess Business Centre, Duxford, Cambridgeshire CB22 4QH, GB

Clientjoy

CRM for Agencies & Freelancers - All in One CRM

4.00

Read Reviews
Clientjoy Icon

Clientjoy

4.00
★★★★★
★★★★★
CRM for Agencies & Freelancers - All in One CRM

Clientjoy is a CRM for Agencies and freelancers that helps to manage leads, proposals, clients, invoicing and revenues under a single roof. It helps to reduce the time it takes for a Lead to sign a proposal to receive an invoice and ultimately, make payments. Identify the bottlenecks to remove them. Know the growth enablers and double down on them.

Highlights
Top Business Usecases : Proposal & quote management,Sales document management,Collaboration
Top Features : Live monitoring
Clientjoy Icon

Vendor: Clientjoy

Company Size: 11-50

HQ Location: Ahmedabad, Gujarat, India

C3 CRM™

C3 CRM - Leverage AI / machine learning to improve profitability and consistency across sales, marketing, and customer service

4.00

Read Reviews
C3 CRM™ Icon

C3 CRM™

4.00
★★★★★
★★★★★
C3 CRM - Leverage AI / machine learning to improve profitability and consistency across sales, marketing, and customer service

C3 CRM is a real-time predictive customer relationship management (CRM) application that leverages real-time machine learning and AI to generate recommendations that drive operational excellence and profitability across sales, marketing, and customer service. It helps to enhance customer relationships, scale best practices, and increase sales and revenue.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Identify target customers
Top Features : Alerts: popups & Notifications,Micro customer segmenting,Personalization
C3 CRM™ Icon

Vendor: C3iot

Company Size: 201-500

HQ Location: 1300 Seaport Blvd., Suite 500, Redwood City, CA 94063, US

Financials: NA

InsideView Data Integrity

Improve CRM health, unify customer records. All starting with clean data

4.00

Read Reviews
InsideView Data Integrity Icon

InsideView Data Integrity

4.00
★★★★★
★★★★★
Improve CRM health, unify customer records. All starting with clean data

InsideView Data Integrity is a customer data management solution that cleans, monitors, and unifies CRM data with the most reliable, up-to-date information. It helps to make decisions in driving revenue and improving operational effectiveness and drives faster revenue growth.

Highlights
Top Business Usecases : Account management,Advertisement,Engaging and following up
Top Features : Personalization,Calculator
InsideView Data Integrity Icon

Vendor: Insideview

Founded: 1997

Company Size: 251-500

HQ Location: 444 DeHaro Street San Francisco, CA 94107

Financials: Private

EngageBay Marketing

All-in-one marketing, sales, support CRM that attract targeted web visitors, engage and capture leads

4.00

Read Reviews
EngageBay Marketing Icon

EngageBay Marketing

4.00
★★★★★
★★★★★
All-in-one marketing, sales, support CRM that attract targeted web visitors, engage and capture leads

EngageBay Marketing is an all-in-one Marketing and Sales CRM software that attract targeted web visitors, engage and capture leads, nurture and turn them into happy customers. It's an affordable HubSpot for small and medium businesses. It helps to enhance customer relationships, increase sales and revenue and acquire customers.

Highlights
Top Business Usecases : Generation of new leads,Engagement management,Engaging and following up
Top Features : Landing page,Alerts: popups & Notifications,Personalization
EngageBay Marketing Icon

Vendor: EngageBay

HQ Location: 1007 North Orange Street 4th Floor #180 Wilmington, DE 19801

Volly

simplifies lending technology and marketing automation for banks and ....

3.71

Read Reviews
Volly Icon

Volly

3.71
★★★★★
★★★★★
simplifies lending technology and marketing automation for banks and ....
Highlights
Top Business Usecases : Engagement management,Content management,Engaging and following up
Top Features : Alerts: popups & Notifications,Landing page,Personalization
Volly Icon

Vendor: Volly

HQ Location: Woburn, Massachusetts

Configio

Event & Conference Management Software

4.67

Read Reviews
Configio Icon

Configio

4.67
★★★★★
★★★★★
Event & Conference Management Software

Configio is an event management software suite with tools that cover all aspects of event management. It can be configured for any kind of market or business for managing Events and Conferences, Franchises, Learning & Certification, Sports Camps, Marathons, Day camps and eCommerce.

Highlights
Top Business Usecases : Event management,Communication management,Training & onboarding
Top Features : Personalization,Dashboard,Feedback surveys
Configio Icon

Vendor: Community Brands

Founded: 2017

Company Size: 501-1000

Financials: Private