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CRM Software 2024: A Comprehensive Guide - Page 6

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.

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Updated By Cuspera

Last updated: Sep 27, 2024

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656 CRM Software

Buildout Icon

Buildout

4.42
★★★★★
★★★★★

Awesome Marketing for Commercial Real Estate

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Buildout is a Marketing and Brokerage operations software used by Commercial real estate companies, for enhancing Marketing automation.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Communication management
Top Features : Personalization,Widgets,Feedback surveys

Vendor: Buildout, Inc.

Company Size: 51-100

HQ Location: 222 S Riverside Plaza, Chicago, Illinois 60606, US

Financials: PRIVATE

Floify Icon

Floify

4.73
★★★★★
★★★★★

Mortgage Automation and Point-of-Sale

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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

Vendor: Floify LLC

Company Size: 11-50

HQ Location: Boulder, Colorado US

Financials: PRIVATE

Quickbase Icon

Quickbase

4.58
★★★★★
★★★★★

The #1 Low-Code Platform for Citizen Development

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Highlights
Top Business Usecases : Workflow management,Helpdesk management,Customer feedback management
Top Features : Templates,Dashboard,Personalization

Vendor: Quickbase, Inc.

Company Size: 251-500

HQ Location: 150 Cambridgepark Dr. Cambridge, MA 02140

Financials: PRIVATE

FranConnect Franchise Software Icon

FranConnect Franchise Software

4.30
★★★★★
★★★★★

Franchise Management Software for the Entire Franchise

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FranConnect Franchise Software is a franchise management software that helps to increase unit growth, reduce opening time, track and improve unit performance, and automate financial reporting. It is designed to help manage the entire franchise lifecycle, including franchisee onboarding, training, customer relationship management (CRM), sales, field ops, financial data management, communications, marketing, performance tracking, and more.

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

Vendor: Franconnect

Company Size: 501-1000

HQ Location: Herndon, Virginia

Financials: PRIVATE

Zoho CRM Plus Icon

Zoho CRM Plus

4.29
★★★★★
★★★★★

The customer experience platform across every channel

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Zoho CRM Plus is a unified CX platform that empowers sales, marketing, and support teams to work as one, on a single interface. It helps to acquire customers and increase sales and revenue.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Social media management
Top Features : Micro customer segmenting,Feedback surveys,Dashboard

Vendor: Zoho Corporation Pvt. Ltd

Founded: 1996

Company Size: 1001-5000

HQ Location: 4141 Hacienda Drive, Pleasanton, California 94588, USA

Financials: PRIVATE

Zurple Icon

Zurple

3.86
★★★★★
★★★★★

Client Generation Software for Real Estate Agents

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Zurple is a real estate lead generation software with a predictive CRM, enabling lead capture, lead conversions and marketing automation. It provides the tools that help real estate agents capture leads, analyze lead behavior and develop and maintain connections with leads.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Generation of new leads
Top Features : Personalization,Alerts: popups & Notifications,Conversation Intelligence

Vendor: Zurple, Inc

Company Size: 51-100

HQ Location: 10045 Mesa Rim Road, Suite 3 San Diego, CA 92121

Financials: PRIVATE

Redtail CRM Icon

Redtail CRM

4.21
★★★★★
★★★★★

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.

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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.

Highlights
Top Business Usecases : Workflow management,Contact list management,Engagement management
Top Features : Recording,Personalization,Dashboard

Vendor: Redtail Technology

Company Size: 51-100

HQ Location: 3131 Fite Circle, Sacramento, California 95827, US

Financials: PRIVATE

Voyado Icon

Voyado

4.00
★★★★★
★★★★★

A customer experience platform made for e-com and retailers

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Highlights
Top Business Usecases : Loyalty management,Customise loyalty program,Campaign management
Top Features : Personalization,Gamification,Rewards

Vendor: Voyado AB

Company Size: 101-250

HQ Location: Lumaparksvägen 9, Stockholm, Stockholm 120 31, SE

Financials: PRIVATE

Oracle CRM On Demand Icon

Oracle CRM On Demand

3.96
★★★★★
★★★★★

Oracle

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Oracle CRM On Demand Offers broad capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. It enables organizations of all types and sizes to: get smarter, more productive and get the best value, period. It helps to streamline business processes and allows key divisions to draw references from the same source of data.

Highlights
Top Business Usecases : Workflow management,Engagement management,Contact list management
Top Features : Dashboard,Recording,Alerts: popups & Notifications

Vendor: Oracle Corporation

Founded: 1977

Company Size: 10001+

HQ Location: 500 Oracle Parkway Redwood Shores, CA 94065

Financials: IPO

Capsule CRM Icon

Capsule CRM

4.15
★★★★★
★★★★★

Build stronger customer relationships, make more sales and save time.

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Capsule a CRM platform helps businesses stay organized, know more about the customers, build strong relationships, and to make the most of sales opportunities, all while minimizing user input. It helps to increase sales and revenue and enhance customer relationships.

Highlights
Top Business Usecases : Contact list management,Engagement management,Forecasting
Top Features : Recording,Dashboard,Personalization

Vendor: Zestia Limited

HQ Location: Manchester, UK

Eway CRM Icon

Eway CRM

4.63
★★★★★
★★★★★

The Best CRM Software for Outlook

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Eway CRM is a Microsoft Outlook plug-in with a client-server architecture that uncovers the full potential of Microsoft Outlook. It quickly creates leads/projects from emails, also with integrated mail merges that help to manage customer relationships, track projects, and tasks and work as a team.

Highlights
Top Business Usecases : Workflow management,Contact list management,Training & onboarding
Top Features : Recording,Personalization,Templates

Vendor: eWay System s.r.o.

Founded: 1995

Company Size: 10001+

HQ Location: One Kansas City Place, 1200 Main Street, Suite 2110, Kansas City, MO 64105

Financials: IPO

Simplicity CRM Icon

Simplicity CRM

4.38
★★★★★
★★★★★

CRM , Loyalty Software

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Highlights
Top Business Usecases : Campaign management,Loyalty management,Social media management
Top Features : Rewards,Gamification,Micro customer segmenting

Vendor: Simplicity CRM, Inc.

Company Size: 51-200

HQ Location: 14-22 Triton Drive Albany Auckland 0632 New Zealand

Financials: NA

SpiceX Icon

SpiceX

4.03
★★★★★
★★★★★

A Low-Code Platform Designed To Empower Every Business

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Highlights
Top Business Usecases : Engagement management,Engaging and following up,Workflow management
Top Features : Dashboard,Recording,Capture information

Vendor: SpiceX

Company Size: 11-50

HQ Location: Austin

Financials: SEED

ClearView CRM Icon

ClearView CRM

4.00
★★★★★
★★★★★

Powerful Nonprofit Fundraising Software

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Highlights
Top Business Usecases : Competitive intelligence,Relationship management,Engagement management
Top Features : Dashboard,Recording,Personalization

Vendor: ClearView CRM

Company Size: NA

HQ Location: Amherst, N.Y.

Financials: NA

Ad Orbit Icon

Ad Orbit

4.24
★★★★★
★★★★★

Advertising Automation Platform

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Highlights
Top Business Usecases : Communication management,Sending & publishing communications,Advertisement
Top Features : Alerts: popups & Notifications,Ticketing,Dashboard

Vendor: Ad Orbit

Company Size: 11-50

HQ Location: 640 Avis Dr, Ann Arbor, Michigan 48108, US

LinkPoint Connect Icon

LinkPoint Connect

4.39
★★★★★
★★★★★

Editions I LinkPoint360

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Highlights
Top Business Usecases : Sales document management,Communication management,Contact list management
Top Features : Recording,Templates,Capture email

Vendor: Linkpoint360, LLC

Company Size: 11-50

HQ Location: 68 White Street, Suite 2, Red Bank, NJ 07701, US

Financials: PRIVATE

iMIS Icon

iMIS

4.00
★★★★★
★★★★★

iMIS, the #1 association software solution

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

Vendor: Advanced Solutions International, Inc

Company Size: 251-500

HQ Location: 901 N. Pitt Street, Suite 200 Alexandria, VA 22314

Financials: PRIVATE

Plutio Icon

Plutio

4.52
★★★★★
★★★★★

Everything you need to run your business . Manage projects, communicate with clients, share files

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Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Templates,Dashboard,White label

Vendor: Plutio Ltd.

Company Size: 1-10

HQ Location: London, GB

Financials: PRIVATE

TopBuilder construction CRM Icon

TopBuilder construction CRM

4.00
★★★★★
★★★★★

TopBuilder Solutions for Residential Builders, Commercial ...

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TopBuilder construction CRM is a sales and marketing software for contractors that help them with the sales and pre-construction process. It helps to build brand awareness and increase sales and revenue.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Capturing leads
Top Features : Personalization,Alerts: popups & Notifications,Templates

Vendor: TopBuilder Solutions, LLC

Company Size: 11-50

HQ Location: 7500 San Felipe St , Suite 600, Houston, TX 77063, US

Financials: PRIVATE

SalezShark Icon

SalezShark

4.31
★★★★★
★★★★★

Customer Relationship Management with end to end sales and marketing automation

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SalezShark is a Customer Intelligence platform, equipped with the end to end sales and marketing automation features to help reap maximum productivity. It helps to improve ROI and increase sales and revenue.

Highlights
Top Business Usecases : Relationship management,Engagement management,Forecasting
Top Features : Dashboard,Gamification,Leaderboards

Vendor: SalezShark Inc

Founded: 2014

Company Size: 11-50

HQ Location: 12801 World Gate Drive Suite 503, Herndon VA 20170

Financials: PRIVATE

1crm Icon

1crm

4.39
★★★★★
★★★★★

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

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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

Vendor: 1CRM Corp.

Founded: 1997

Company Size: 1-10

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

Financials: PRIVATE

DealCloud Icon

DealCloud

4.55
★★★★★
★★★★★

Relationship and business intelligence

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DealCloud is the leading CRM, deal sourcing, and fund management platform for the capital markets to deliver vertical-specific solutions and execute deals at the highest level. It helps to scale best practices and grow market share.

Highlights
Top Business Usecases : Relationship management,Deal management,Promotion management
Top Features : Personalization,Recording,Dashboard

Vendor: Integration Appliance Inc

Company Size: 251-500

HQ Location: 3101 Park Boulevard Palo Alto, CA 94306

Financials: PRIVATE

Uplead Icon

Uplead

4.79
★★★★★
★★★★★

UpLead | B2B Database & Business Contact Data Provider

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UpLead is an online lead generation platform for marketing, sales and recruitment teams to drive growth, increase revenue and increase number of prospects.

Highlights
Top Business Usecases : Generation of new leads,Engagement management,Lead qualification
Top Features : Personalization

Vendor: UpLead, LLC

Company Size: 11-50

HQ Location: 340 S Lemon Ave Ste 1022 Walnut, CA 91789

Financials: PRIVATE

Britecore Icon

Britecore

4.22
★★★★★
★★★★★

BriteCore | BriteCore Insurance Platform

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Highlights
Top Business Usecases : Personalized marketing,Engagement management,Engaging and following up
Top Features : Alerts: popups & Notifications,Personalization,Dashboard

Vendor: Britecore

Company Size: 251-500

HQ Location: 2305 S Blackman Rd, Bldg A, Suite 200, Springfield, MO 65809, US

Financials: PRIVATE