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CRM Software 2024: A Comprehensive Guide - Page 9

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

Placester Icon

Placester

4.30
★★★★★
★★★★★

Get the real estate website custom-made to specifications.

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Placester is a real estate marketing platform that provides the ability to advertise online by leveraging automated distribution with performance tracking in just a few clicks. Advertisers focus on lead management, while Placester handles the mechanics of driving traffic.

Highlights
Top Business Usecases : Generation of new leads,Content management,Engagement management
Top Features : SEO,Templates,Personalization

Vendor: Placester, Inc.

Company Size: 101-250

HQ Location: 33 Arch Street, 17th Floor Boston, MA 02110

Financials: SERIES D

Salesforce Financial Services Cloud Icon

Salesforce Financial Services Cloud

4.09
★★★★★
★★★★★

Build a lifetime of trust with a unified financial services experience

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Salesforce Financial Services Cloud is a CRM platform that integrates sales, service, and marketing into a consistent, personalized customer experience across all departments and communication channels. It helps to enhance customer relationships and improve ROI.

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

Vendor: Salesforce, Inc.

Founded: 1999

Company Size: 10001+

HQ Location: 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Financials: IPO

Patron Management Icon

Patron Management

4.35
★★★★★
★★★★★

PatronManager | Ticketing, subscriptions, fundraising, email marketing, and staff collaboration, all on the revolutionary Salesforce Platform

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Patron Management is a CRM platform that provides ticketing, subscriptions, fundraising, e-mail marketing, and staff collaboration on the Salesforce platform. It helps to increase sales and revenue and improve ROI.

Highlights
Top Business Usecases : Campaign management,Campaign analytics,Sales document management
Top Features : Ticketing,Personalization,Recording

Vendor: Leap Event Technology

Company Size: 251-500

Financials: PRIVATE

Sales Creatio Icon

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

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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 : Campaign management,Engagement management,Lead management
Top Features : Dashboard,Personalization,Recording

Vendor: Creatio

Founded: 2002

Company Size: 501-1000

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

Financials: PRIVATE

Relenta Icon

Relenta

4.73
★★★★★
★★★★★

Email Based CRM - Top Email Marketing Contact ...

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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

Vendor: Relenta, Inc.

Founded: 2004

Company Size: 1-10

Financials: PRIVATE

360e Icon

360e

4.46
★★★★★
★★★★★

All-in-One Field Management Software For Electritions

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Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Dashboard,Alerts: popups & Notifications,Recording

Vendor: 360 Enterprises LLC

Company Size: 11-50

HQ Location: 2203 NE Martin Luther King Jr Blvd, Portland, Oregon US

Redhorse CRM Icon

Redhorse CRM

3.99
★★★★★
★★★★★

Complete Windows-based contact manager.

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Highlights
Top Business Usecases : Knowledge management,Sales document management,Contact list management
Top Features : Recording,Ticketing,Templates

Vendor: Redhorse Systems

Company Size: 1-10

HQ Location: 2711 Centerville Rd, Suite 120 Wilmington, DE 19808

Financials: PRIVATE

Eccentex AppBase Icon

Eccentex AppBase

4.00
★★★★★
★★★★★

Omnichannel Customer Service Software to Provide consistent, context-aware service

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Eccentex AppBase is dynamic case management and Customer 360 platform for Customer Service to handle more than just simple ticketing. It provides consistent, context-aware service even as customers switch between phone, email, SMS, chat and social. It helps to log, track and prioritize all issues in one place, encourages self-service by intelligently surfacing knowledge articles, and provides personalized solutions to complex issues.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Knowledge management
Top Features : Ticketing,Personalization,Dashboard

Vendor: Eccentex

Founded: 2008

Company Size: 51-100

HQ Location: 6101 West Centinela Ave. Suite #110 Culver City, CA 90230 USA

Financials: PRIVATE

Toolyt Icon

Toolyt

4.49
★★★★★
★★★★★

Field Sales Productivity Tool, Lead Management Tool

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Toolyt is an intelligent mobile solution for the field sales team to increase productivity with the help of lead management and collaboration features. It provides a solution for the field sales team and relationship managers. It helps to increase productivity, optimum sales performance, and better revenues among others.

Highlights
Top Business Usecases : Communication management,Sending & publishing communications,Workflow management
Top Features : Intelligent assistant,Alerts: popups & Notifications,Gamification

Vendor: Toolyt

Company Size: 11-50

HQ Location: Nasscom 10K Warehouse, Diamond Dis, Bangalore, Karnataka 560008, IN

Financials: PRIVATE

CrmLeaf CRM Icon

CrmLeaf CRM

4.30
★★★★★
★★★★★

Cloud-based CRM software for Growing Sales

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Highlights
Top Business Usecases : Lead management,Social media analytics,Social media management
Top Features : Dashboard,Ticketing

Vendor: CRMLEAF

HQ Location: 2059 Camden Ave., #118,, San Jose, California 95124, US

Forth CRM Icon

Forth CRM

4.20
★★★★★
★★★★★

CRM to access your data, make smarter decisions and save time

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DebtPayPro is a Financial Services CRM Software that provides a cutting edge solution to help with debt settlement, student loan consolidation, and more. It helps to acquire customers, increase sales and revenue.

Highlights
Top Business Usecases : Sales document management,Lead management,Performance management
Top Features : Recording,Alerts: popups & Notifications,Dashboard

Vendor: Set Forth, LLC

Company Size: 11-50

HQ Location: 1900 E Golf Rd. Suite 550 Schaumburg, IL 60173

Financials: PRIVATE

Sellsy Icon

Sellsy

4.05
★★★★★
★★★★★

Get rid of administrative overhead with an online solution that automates your accounting

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Sellsy is a CRM, invoicing and accounting software that can be used by Marketing, Sales and Admin teams in Startups, SMEs and Agencies.

Highlights
Top Business Usecases : Sales document management,Public relations,Proposal & quote management
Top Features : Widgets

Vendor: SELLSY SAS

Founded: 2009

Company Size: 11-50

HQ Location: 50, Avenue du Lazaret 17 000 LA ROCHELLE – France

Financials: SERIES B

EspoCRM Icon

EspoCRM

4.35
★★★★★
★★★★★

Open Source CRM Software To Increase Profitability

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EspoCRM is an Open Source CRM software that allows to see, enter, and evaluate all the company relationships regardless of the type. It is used in E-commerce, Real estate, Healthcare, Insurance and so on. It helps to increase sales and revenue and acquire customers.

Highlights
Top Business Usecases : Customise loyalty program,Loyalty management,Rating and review management
Top Features : Recording,Alerts: popups & Notifications,Personalization

Vendor: EspoCRM

Company Size: NA

HQ Location: Rivnenska, 5A, office 404, Chernivtsi, Ukraine, 58013

Financials: NA

nCino’s Mortgage Suite (formerly SimpleNexus) Icon

nCino’s Mortgage Suite (formerly SimpleNexus)

4.55
★★★★★
★★★★★

Unites the people, systems, and stages of the mortgage process into a seamless end-to-end solution.

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Highlights
Top Business Usecases : Loan management,Pipeline management,Collaboration
Top Features : Alerts: popups & Notifications,Calculator

Vendor: nCino Inc.

Company Size: 101-250

HQ Location: Wilmington, NC

Financials: PRIVATE

Oracle EBS CRM Icon

Oracle EBS CRM

3.84
★★★★★
★★★★★

E-Business Suite Customer Relationship Management.

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Oracle EBS CRM is a cloud-based suite containing integrated, global business applications that enable organizations to make decisions and manage costs of operations. It is designed to help sales, service and marketing departments make information-driven decisions and manage costs and performance.

Highlights
Top Business Usecases : Lead tracking,Relationship management,Helpdesk management
Top Features : Recording

Vendor: Oracle Corporation

Founded: 1977

Company Size: 10001+

HQ Location: 500 Oracle Parkway Redwood Shores, CA 94065

Financials: IPO

Zoho ContactManager Icon

Zoho ContactManager

4.21
★★★★★
★★★★★

Online contact management software that lets you organize contacts, tasks, and deals in one place

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Zoho ContactManager is an online contact management software that helps to manage all business contacts in a single place and helps in easy follow-up. It helps to acquire customers.

Highlights
Top Business Usecases : Contact list management,Engagement management,Engaging and following up

Vendor: Zoho Corporation Pvt. Ltd

Founded: 1996

Company Size: 1001-5000

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

Financials: PRIVATE

Logicbox Software Icon

Logicbox Software

4.46
★★★★★
★★★★★

Logicbox | Business management software, focused on delivering business system performance, scale, security, and affordability

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Highlights
Top Business Usecases : Workflow management,Sales document management,Products & pricelist management
Top Features : White label,Recording

Vendor: Logicbox Software

Company Size: 11-50

HQ Location: 506 SW 6th Ave Ste 600, Portland, Oregon 97204, US

Financials: PRIVATE

TRACK CRM Icon

TRACK CRM

4.35
★★★★★
★★★★★

Enterprise solution that connects all guest data points in one central location

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Track CRM is an all-in-one enterprise software solution provider for the hospitality industry with integrated solutions that generate increased revenue for mid to large-scale vacation rental and short-term property management companies. It connects all of the guest data points in one central location and drives increased direct bookings and retention by engaging the guests with timely messaging throughout the guest life cycle.

Highlights
Top Business Usecases : Sales call management,Engaging and following up,Engagement management
Top Features : Recording,Personalization,Auto responder

Vendor: Transaction Network Services (TNS)

Company Size: 1001-5000

HQ Location: 9900 Hemingway Avenue South Cottage Grove, Minnesota 55016

Financials: M&A

Tubular.io Icon

Tubular.io

4.00
★★★★★
★★★★★

Tubular: Sales pipeline management and CRM Tool for collaborative sales teams

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Tubular.io is a cloud based sales pipeline software that is built to streamline the operations for collaborative sales teams . It is designed to track sales pipeline, tasks and leads of a company. It helps to organise leads, close deals quicker and create sales reports all in one place.

Highlights
Top Business Usecases : Generation of new leads,Advertisement,Capturing leads
Top Features : Personalization,Dashboard,Gamification

Vendor: Tubular Labs.

Company Size: 1-10

HQ Location: Suite 3 Samuel House, Thame, Oxfordshire, OX9 3NU

Financials: PRIVATE

Salesforce Heroku Icon

Salesforce Heroku

4.32
★★★★★
★★★★★

A cloud platform that lets companies build, deliver, monitor and scale apps

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Salesforce Heroku is a cloud platform that lets companies build, deliver, monitor and scale apps. It enables companies to spend their time developing and deploying apps that immediately start producing value. It helps to program in the favorite language, easily add data services, choose from a marketplace of app elements, and more.

Highlights
Top Business Usecases : Collaboration,Workflow management,Engagement management
Top Features : Personalization,Widgets,Dashboard

Vendor: Salesforce, Inc.

Founded: 1999

Company Size: 10001+

HQ Location: 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Financials: IPO

MeraCRM Icon

MeraCRM

4.00
★★★★★
★★★★★

Sales crm software makes managing customer relationship management easy and intuitive

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Highlights
Top Business Usecases : Engagement management,Engaging and following up,Proposal & quote management
Top Features : Personalization,Templates,Micro customer segmenting

Vendor: MeraCRM.

Company Size: NA

HQ Location: 1st & 2nd Floor, Kohinoor Complex, Chowki Street, Saiyedpura, Surat (Gujarat) INDIA - 395003

Financials: NA

BNTouch Icon

BNTouch

4.04
★★★★★
★★★★★
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Highlights
Top Business Usecases : Campaign management,Digital signature,Sales document management
Top Features : Personalization

Vendor: BNTouch

Company Size: 11-50

HQ Location: 4130 SW 117th Ave, Beaverton, Oregon 97005, US

Financials: PRIVATE

Arbostar Icon

Arbostar

4.76
★★★★★
★★★★★

Business Management Platform

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ArboStar is an all-in-one Business Management Platform that assists tree service businesses in increasing revenue, profitability, and customer satisfaction. Designed specifically for the tree-care and landscaping industries, and suitable for businesses of any size. It enables office and field staff to exchange information through an adaptive IP phone system and messaging, as well as access to critical client information on the spot.

Highlights
Top Business Usecases : Call recording,Sales call management,Engagement management
Top Features : Recording,Alerts: popups & Notifications,Calculator

Vendor: ArboStar Inc.

Company Size: 11-50

HQ Location: 478 King St W. Office 1206, Toronto, Ontario, M5V 0A8

Financials: PRIVATE

LineLeader by ChildcareCRM Icon

LineLeader by ChildcareCRM

4.73
★★★★★
★★★★★

Childcare Marketing Automation, Lead Management & More

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Highlights
Top Business Usecases : Engagement management,Engaging and following up,Lead tracking
Top Features : Personalization,Templates,Capture information

Vendor: LineLeader

Company Size: 11-50

HQ Location: 433 E. Las Colinas Blvd., Suite 650 Irving, TX 75039

Financials: PRIVATE