Home CRM Blackbaud Raiser's Edge NXT® Blackbaud Raiser's Edge NXT® Alternatives
Blackbaud Raiser's Edge NXT®: Reviews, Testimonials and Expert Opinions
(4459)Fundraising & Donor Management Software - Raiser's Edge NXT | Blackbaud
Top 41 Blackbaud Raiser's Edge NXT® Alternatives : 2025
Less Annoying CRM
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. The platform helps in contact management by offering a single screen to access ...
The platform is hosted on cloud, making it easy to access information from any device without syncing or installing. Also, it automatically installs updates.
Teamgate CRM
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. Teamgate CRM system provides a ...
It collects leads from the landing pages, communication tools, identity, organizes, qualifies the lead effectively and also accelerates the visibility of the sales. Its CRM lead management software allows to plan activities; interact with the leads; and finally, convert leads to deals at the appropriate time. Its sales CRM drag and drop feature lets to move the deals through each progressive stage of the sales management process, easily, and visibly.
monday sales CRM
The Sales CRM Software to fit the Sales Cycle
monday Sales CRM is a CRM tool that aids in gaining visibility into the sales pipeline in order to increase productivity. It centrally tracks and manages all aspects of the sales cycle, customer data, and more. ...
monday Sales CRM can easily tailor the CRM software to fit the sales cycle without the need for development assistance. By integrating email, it is possible to communicate more effectively with contacts while also saving time by automating sales processes.
Some of its features are email sync and tracking, activity management and tracking, sales forecasting, import data and merge duplicate data, lead capturing and so on.
OnePageCRM
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. ...
OnePageCRM’s lead clipper feature allows for one-click lead capture from various sources, such as LinkedIn, Gmail and Twitter. This software can also be integrated with a number of third-party lead generation, communication and financial applications. The system's contact management feature allows for the consolidation of business contacts and merging of duplicate entries.
OnePageCRM keeps the sales team engaged by sending notification emails to each member of a sales team whenever a new task is assigned. OnePageCRM performs a range of functions from contact management to sales reporting, ensuring that leads and prospects are constantly being moved through the sales process for a successful win. OnePageCRM can also be accessed through native mobile apps available for Android and iOS devices.
Memberplanet
Provides dynamic solutions, including powerful API integrations, to create a seamless experience
Memberplanet offers dynamic solutions and powerful API integrations for a seamless organizational experience. Organizations benefit from streamlined management and enhanced functionality.
Salesflare
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. Salesflare platform does data input by itself to focus on more sales. ...
Salesflare assists to follow up every opportunity at the right time in the right way, collaborate more efficiently on customer conversations, integrate with the apps that are in use and many more.
Glue Up
All-in-one CRM platform that helps build and grow community
Glue Up is an intuitive SaaS platform that provides associations, event organizers, Chambers of Commerce, agencies, marketers, businesses, and NGOs with a full suite of tools designed to streamline operations, modernize processes, and eliminate engagement challenges. It helps professional communities enable and enrich relationships, generate efficiency, engagement, and more time for organizations. ...
It empowers organizations, revolutionizing relationships, delivering long-term business value, and making modern engagement more purposeful. It helps to build, manage, engage, and understand every member of the community, meet complex needs, and automate repetitive tasks and error-prone workflows. It also helps to use saved time to create new events or other engaging experiences.
Its features include managing the contacts and generating more revenue, online and offline events, email campaign, increasing retention, boosting engagement, and protecting the community’s information. It also increases productivity and simplifies the operations and manages invoices, delivers receipts, grows revenue, and accepts payments in multiple currencies.
C2CRM
Flexible CRM that manages client relationships throughout the sales cycle.
C2CRM is a comprehensive enterprise CRM solution designed to integrate sales and marketing automation with customer service into one seamless, collaborative operation for small to large market customers. ...
C2CRM is built on a platform that leverages the latest technology offering a rich graphical experience in a simple to use web browser interface. The application is an all-inclusive approach to earning and keeping loyal customers, leading to increased profitability and market leadership. Its mobile app interface allows for similar functionality to the desktop version of the software.
C2CRM consists of four modules that integrate to provide a comprehensive CRM solution: Relationship Management, Sales Automation, Marketing Automation, Customer Service, and Mobility. The Marketing Automation allows marketers to plan, automate, and measure marketing campaigns. The C2CRM software provides all the logic users need to effectively manage business relationships as well as a mobility component to keep the sales team informed while on the move. Customer Service, and Mobility ticketing system, combined with knowledge base, allows teams to immediately react with the right responses to customer concerns.
Gold-Vision CRM
A complete CRM solution, highly configurable and scales in-line with business needs.
Gold-Vision is a fully customizable and affordable CRM system that supports business needs. Our system lets to manage customer data, integrate with business tools and manage teams - all in one place, wherever you are, on any device. ...
Gold-Vision CRM is a CRM solution that will unify sales and marketing teams. It is simple to use, highly configurable and scales in line with business needs. It helps mid-market organizations to do business better. It provides solutions for SMEs to major international groups.
Gold-Vision CRM has access to various sales tools that provide visibility on how leads are performing. It captures data automatically from website forms, live chats, or IP tracking tools, defines touchpoints to score leads, and gets a live view of the pipeline. Also, sales automation features enhance the sales process with reminder alerts, defined due dates, follow-ups, and much more. Its sales teams spend more time closing deals and less time on unnecessary admin with dynamic screen designs, alerting and automated workflows.
Some of its features include easy screen design, customizable widgets, mobile responsive, manage accounts and contacts, document management, document management, task management, interaction tracking, marketing automation, email tracking, touchpoint scoring, campaign ROI, photo gallery, campaign status, multi-language, workflow and alerts, and more.
Bloomerang
Donor Management Software for Nonprofits
Bloomerang is a CRM Software. Bloomerang enables users to view an organization's donor records, track the best time to contact each donor and measure a donor's engagement level to make it easier for users to know when someone should be contacted. Bloomerang is a solution for small and growing nonprofits. ...
Bloomerang has a clean, modern interface that gives users the tools they need to perform crucial fundraising activities effectively. The software’s core features include a dashboard that displays the organization’s donor retention rate along with suggestions on how to improve, as well as future incoming donations. Users can also access reports and accounts with a single click. Another core feature is the constituent timeline that displays all interactions made with a particular donor in a clean and easy-to-follow fashion. Bloomerang also generates smart reports and creates segmented lists that help with presentations and annual planning.
Bloomerang enables website integration so organizations can easily track browsing activity and create custom donation and sign-up forms that can be embedded onto a website. The social media hub connects Twitter for social media monitoring so organizations can learn what constituents might be tweeting about them.
WORKetc
Business Management Software, Web based CRM, Project Management and Collaboration.
WORKetc is an all-in-one cloud platform equipped with CRM, Projects, Billing, Help Desk & more. It can be used by businesses of all sizes from start-ups to large enterprises. It can also be accessed on Android and iOS mobile devices. ...
WORKetc includes tools for Sales, Support, and Project Management teams from one platform. The CRM and Sales tools include sales lead capture from web forms, assignment and tracking of leads through customized sales processes, and reporting with sales pipelines. Project management tools include the creation of complex projects with triggers and dependencies.
WORKetc includes tools for managing operations with access control, assignment of workgroups and roles for online teamwork, and more. The Management software consists of customized reports and tools for getting status, and communication tools for employee and customer interactions.
WORKetc includes a portal for easy collaboration with customers and contractors. Customers can check the status of their projects, send messages against specific projects or tasks, pay their invoices, and submit support requests. Contractors can view their assigned projects and tasks and record time spent working on those items.
Giveffect
All-In-One Nonprofit Software
Giveffect Nonprofit Software is an all-in-one nonprofit management software that provides organizations with the tools for managing fundraising, events, online donations, offline gift tracking, volunteer management, donor management and constituent relationship management software for nonprofits and more. ...
It allows nonprofits to set up custom-branded online donation pages to process one-off and recurring donations, and track donations made both online and offline by credit card, cash, check, SMS, bitcoin, securities, in-kind items and services, and more. Its nonprofit management module allows users to automate admin tasks, data entry, tax receipts and thank you notes. It also provides pre-prepared tax receipt letters, donor solicitation emails and letters, thank you letters and reports. The fundraising module allows users to launch and manage a fundraising website. Users can create donation tiers, accept online donations and track donation progress.
Giveffect’s volunteer management tools cover recruiting, scheduling, hours tracking, and reporting, with online application forms, a virtual kiosk for check-ins, automated confirmation and reminder emails, and analytics dashboards. Other features of Giveffect include email and direct mail marketing, wealth screening and prospect identification, relationship management, and website management.
Daylite
Combines the power of a CRM, Project Management App, and Lead Management app
Daylite is a CRM that helps small businesses run smoother. It manages leads, clients, and projects all in one place and wins more business and get more done all with less stress. It helps to acquire customers and increase sales and revenue. ...
Daylite combines the power of a CRM, Project Management App, and Lead Management app all into one where everything is organized and shared with the team which helps to save time and increase productivity. Daylite helps to stay in touch and on top of every client. Organize all communication, details, and follow-ups in one place. It also organizes all the people, conversations, details, and next steps in one place.
Some of its features include email integration, keep a chronological history of emails, calls, and meetings, manage sales opportunities through their lifecycle, manage client or internal projects individually or as a team, create follow-ups and to-do lists with reminders, due dates, notes, and priority, controls which users and teams can see and access sensitive information and many more.
Copper
CRM Software Built for Google & G-Suite
Copper is a CRM software for small, mid-sized and enterprise companies to manage sales leads to improve customer relationship and grow business. The CRM is built on G Suite, enabling users to integrate all information associated with G Suite is made accessible from one place. ...
It is primarily used to improve sales productivity, collaborate and manage tasks efficiently and integrate with all G Suite products
Sales productivity features include lead management, contact management, visual pipeline management. Task management includes ready-to-use e-mail templates, e-mail sync and notifications. Collaboration tools include workflow automation with integration options available
Funraise
The Best Nonprofit Fundraising Solution
Funraise simplifies nonprofit fundraising with innovative features and tools, making it easier than ever. Nonprofits are empowered to enhance their fundraising efforts effectively.
CiviCRM
Open source CRM software for nonprofits
CiviCRM is open-source software for nonprofit and civic sector organizations. It is a web-based, highly customizable CRM used by a diverse range of organizations around the world and translated into dozens of languages. ...
It's a friendly community where people instantly feel at home, and it's easy for them to give something back. CiviCRM assists enterprises in safeguarding the data of their contacts and will always be privacy-friendly. The community of developers and implementers can alter, expand, and integrate it with other technologies. It is an open, trustworthy platform. Additionally aids in the development of excellent, trustworthy, user-friendly software that is compatible with a variety of platforms and gadgets.
Some of its features include contact management, membership management, accounting integration, event management, email marketing, advocacy campaigns, peer-to-peer fundraising, and so on.
DonorPerfect Fundraising Software
Fundraising Management Activities in DonorPerfect
DonorPerfect Fundraising Software is a full-featured donor management CRM that empowers to achieve the goals of an organization helping them raise money, save time, and grow their community of supporters using smart fundraising solutions and data-driven best practices. It helps to organize the efforts, reduce administrative tasks, and pinpoint the success of every fundraising event hosted. ...
DonorPerfect makes it easy to get the word out and personalize messages about the cause which helps to stay in touch with donors and promote continued support. It helps to grow the database of donors, increase giving, and retain donors year after year. DonorPerfect keeps track of all the constituent contacts by storing detailed information.
DonorPerfect’s Growth Tracks focus on Online Fundraising, Crowdfunding, Donor Retention, Event Management, Donor Prospect Research and many other areas that are key to nonprofit fundraising success.
Virtuous CRM
Responsive Nonprofit CRM & Marketing Automation Platform
Virtuous CRM is a Responsive Non-profit CRM built for mid-sized or large non-profits for enabling better donor relationships. The software can also be accessed on mobile devices. Virtuous ...
The Email integration and Task management feature enables automating tasks and assignments and integrating CRM with the Inbox. It also provides auto-generation of emails and mobile alerts when tasks are due including automated prompts for special donor events to send personalized messages and follow-ups.
Spotler CRM
The CRM That Grows With Your Business
Really Simple Systems CRM includes all essential sales and marketing features in an easy-to-use platform. Spotler CRM offers a powerful and integrated solution.
Solve CRM
Solve - Productivity CRM for Web, iPhone iPad and Android
Solve CRM is a cloud based CRM integrating with G Suite and can be deployed in industries such as Realty, Finance, Consulting and more. The software provides activity templates for automating ...
Solve CRM provides activity reports that provide status of activities, to-do lists, opportunities reports and team calendars. The secure workgroups feature enables permission based access to CRM data. It is also available as a mobile application.
Apptivo
Cloud Business Management Software Suite
Apptivo is a Business Management Software that is used by organizations to experience the power of integrated software. It consists integrated set of apps that include CRM, Project Management, Contract Management, Email Marketing, Help Desk, Invoicing and more. It helps to improve efficiency and enhance customer relationships. ...
Apptivo integrated suite of apps is used by businesses of all sizes, ranging from just one user to thousands. It provides customizable apps for businesses to enhance collaboration and communication with the customers.
Some of its features include tracking the complete sales process and close more deals from anywhere with the online CRM software, collaborate on tasks, manage timesheets, and log expense reports, billing system to send and receive online payments from anywhere, supply chain management with vendor tracking, purchasing, and inventory and many more.
CloudYogi CRM
Boosts your customer and sales management by providing an easy to use interface
Cloudyogi-crm offers CRM & ERP software solutions like Zoho, Odoo, Microsoft Dynamic 365, and Vtiger. Services are provided in the UK, US, Ireland, and India.
GreenRope
CRM with Marketing Automation for maximum growth and efficiency
GreenRope is a CRM that includes Marketing Automation platform that provides powerful and easy to use marketing automation, email marketing, and social media integration. It helps to increase sales and revenue and acquire customers. ...
GreenRope is the all-in-one CRM that accelerates growth by increasing awareness, generating leads, and driving conversions. Users can leverage advanced automation, predictive analytics, and artificial intelligence (AI) with an intuitive, easy-to-use interface.
GreenRope's features are built to help communicate with leads and clients. Some of the tools that help to engage the contacts include GreenRope’s Marketing that helps to bring omnichannel experiences to leads and customers right from email marketing and lead nurturing to websites, landing pages, social media management, and more. Its sales software has the tools needed to develop stronger relationships with leads and clients and most importantly, close more deals. GreenRope’s Operations help to run and manage a business while bringing in the components required from sales and marketing. It provides marketing and sales personnel the additional data they need to bring in leads and convert them into loyal customers.
workbooks.com
Workbooks | A platform to manage your business, designed and priced for the mid-market
Workbooks.com is a cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. It helps small and midsize businesses to improve their business strategies and customer services. ...
Workbooks.com provides order management and fulfillment, invoicing and supplier management through data processing, enabling organizations to differentiate against the competition and run their business smoothly. Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere.
Workbooks features include Marketing, Sales, Order processing, and Customer Service. It helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.
ClientLook
Commercial real estate CRM
ClientLook is a hassle-free all-in-one commercial real estate CRM that helps to build better relationships and close more deals. It helps to acquire customers and grow market share. ClientLook ...
Its features include contact management, property tracking, deal-making, client collaboration, email integration, online lead capture, and many more.
Eventsforce
Event Management Software Solutions
Eventsforce is a cloud-based event management solution that specializes in working alongside performance-driven professionals to deliver exceptional events. It offers tools for event planning, marketing and registration as well as post-event analysis and reporting. ...
Eventsforce uses intelligent software that automates key tasks and makes it easier for the team to plan and manage events. Engage attendees with technology tools that help enhance and personalize the event journey right from the start. Eventsforce enables attendees to book one-to-one meetings for an event.
Key features include the ability to create public or invite-only events, customizable website templates, registration management, group bookings, session selections, online payments and invoicing. Eventsforce can be integrated with various leading customer relationship management (CRM), digital marketing and financial management systems.
Wealthbox CRM
Modern CRM for financial advisors
Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. It helps to launch new products and acquire customers. ...
Wealthbox CRM helps to create, design, develop and operate a stack of complementary web-and-mobile apps that are vertically aligned in the wealth management sector. With a focus on simplicity and usability, online products make use of modern design and development practices and reflect the growing consumerization of the financial enterprise and increase the simplicity of the investing experience.
Wealthbox keeps connected with clients, prospects, and staff with ease including features like contact management, task management, automated workflow, calendar events, opportunity tracking and many more.
FranConnect Franchise Software
FranConnect | Franchise Management Software for the Entire Franchise
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. ...
FranConnect provides users with a unified information system, enabling centralized management of compliance and historical records. All unit data can be managed from one location, and alerts are generated automatically for important events such as legal violation notifications, insurance expirations, renewal dates, and payments due. All contract transfers, expirations, renewals, and terminations can be tracked, and information can be shared to keep the organization aligned on unit history and status.
FranConnect’s franchise onboarding tools aim to streamline the process of opening new franchise locations, including construction, employee training, and opening events. It offers a centralized communications hub, marketing management, CRM functionality, franchise insights, financial data management, and more.
Odoo CRM
Track leads, close opportunities and get accurate forecasts.
Odoo CRM is an Open Source CRM that helps manage and track leads, close opportunities and get accurate forecasts and can be used in businesses of all sizes.. Odoo CRM's features include Sell ...
Odoo CRM's Leads feature enables Leads Nurturing by creating campaigns, a column matching tool that helps importing prospects files, Lead scoring tools, Lead acquisition optimisation with call-to-action and a/b testing tool and more. The Opportunities feature supports Activities and calls management, Pipeline management, Scheduling of meetings, Call logs and more.
Keela
The Fundraising CRM for Nonprofits
Keela is donor management and fundraising platform that offers strong tools to expand the audience, generate more money for the cause, and build a lifelong community of supporters. Keela manages contributors and cultivates connections with ease. Designs donation pages to increase online giving, sends email marketing campaigns and has access to statistics and analytics that can aid in data-driven decision-making. ...
Keela unifies fundraising and donor communications empowering nonprofits to improve donor relations through targeted, multi-channel approaches. Keela prioritizes people over profit and never forgets the commitment to the communities in which they operate. Keela engages, inspires, and ultimately drives the supporters to action resulting in strong donor relationships and smarter fundraising.
Features include donor management in Keela’s CRM database, online fundraising tools to convert inspiration into action repeatedly, nonprofit communication tools for unlimited personalized communications via email or direct mail, relationship tracking, automatically updated info, dashboard and analytics, marketing automation and so on.
Donor Tools
Simple donation management?
Donor Tools is online giving and donation management software for non-profits, NGOs, and churches. Online donations can be accepted and tracked easily in Donor Tools.
Suitecrm
Opensource CRM for businesses
Suitecrm is an Open Source CRM software that provides a 360-degree view of customers and business. It serves the needs of small to large businesses. It helps businesses to boost conversions, turn leads into customers, and drive innovation in product development and customer care. ...
It provides users with highly actionable insights on which to base critical business decisions, actions, and strategies. It engages with their potential clients and existing customers at every point of contact and optimizes all opportunities that come along. It has all the features needed to accelerate business growth and provide exceptional customer experiences.
Key features include improving sales and growth pipeline, creating engaging campaigns to send marketing content and automate marketing tasks, reports module allows users to build, generate and manage reports, dashboards, 360-degree view of customers and more.
Kapture CRM
Kapture: CRM platform for sales, operations & customer service
Kapture CRM is an all-in-one Customer Service platform that helps to deliver better and intelligent customer service where the contact center, service center and field force automation are all integrated on one comprehensive platform. It helps with seamless customer experience, facilitates efficiency across the team and clears all the hurdles at every step of the journey. ...
Its an omnichannel platform that makes it easy for customers to reach their preferred channel of communication like the phone, chat, email, social media or mobile app. It empowers the support team with the right tools to track, prioritize and resolve tickets. Assigns tasks to the field reps, track their location, close tickets and complete reports, all within minutes. Engage with the customers in real-time and provide instant customer support and so on.
Some of its features are Quick and easy resolution of queries, Manage Escalations with Ease, 360-Degree Customer View, Access to Customer, Product, and Service Details, Status Alerts at Every Touchpoint, Hassle-free Customer Returns Management, Communicate via Mobile App, Predefined Templates, Real-Time Monitoring, Chat Analytics & Reports and many more.
Redtail CRM
Web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations.
Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations. It helps to increase sales and revenue, enhance customer relationships, and improve efficiency. ...
Redtail is a subscription service and its CRM providers are priced per database, rather than per user. It offers free phone and email support, free webinars, extensive online help documentation/videos, and a popular traveling Redtail University that provides more in-depth training in a fun setting.
Redtail CRM features include workflow to create a trail of accountability for each task, integration with the industry partners, export of customed data tracked reports, customizable calendars, notes to capture the important history, and many more.
Prophet CRM
The Outlook CRM for Sales and Marketing Professionals
Prophet CRM is a CRM embedded within Outlook and tracks activities automatically which lets everyone access the information they need without having to leave Outlook. The solution enables multiple sales teams to unify their emails, contacts, calendar details and communication records within a single application. ...
Prophet CRM automates tracking of Outlook-based emails, meetings, contacts, and calendar invites on a daily basis. With a single Outlook interface, users can directly work with one application and track activities in the sales pipeline. The solution provides valuable insights into the sales process along with the ability to track winning and losing leads.
With Prophet CRM dashboard, salespersons can track engagement with their clients, view their pipeline and scheduled tasks, set follow-ups, prioritize tasks and configure reminders for critical milestones during the sales pitch.
Lasso CRM
Lasso CRM for Home Builders and Real Estate Developers
Lasso is a CRM software custom-built to make it easier for home builders, real estate developers, and sales and marketing agencies to convert more prospects into purchasers. It helps to improve ROI and enhance customer relationships. ...
Lasso helps in daily tasks and routines, communication, and building relationships with the prospects. It also helps in collaboration with progressive builders, developers, and agencies improving marketing and selling more homes.
Features of Lasso include capture leads, built-in email marketing, robust reporting, integrated sales process, connect with other systems via API, and many more.
PlanPlus Online
A Productivity System for Leaders and High Achievers
PlanPlus Online is a Productivity Software System for Leaders to help plan, execute, and achieve goals. It is built for professionals and agents working in real estate, finance, and insurance, enhancing their productivity by fusing the highly renowned Franklin Covey business planning methodology to the web, a business practice that focuses on effectively managing time and clients. ...
PlanPlus Online combines a proven productivity engine used by over 15 million people with a powerful Customer Relationship Management system with collaboration, sales, marketing, and project management features. It carries a variety of tools that will help users cover major business management facets, ranging from sales automation, CRM, email marketing, collaboration, project management, customer support, and website integration. PlanPlus Online’s Sales Force Automation (SFA) Process Builder provides a default template that can be used or can modify it to match a specific process.
PlanPlus Online features include digital sales assistant, custom sales dashboards, custom layouts with ideal client profile, create a scalable sales system, lead management with lead scoring, personalized activities on the prioritized daily task list, and more.
Maximizer CRM
SALES CRM SOFTWARE - PIPELINE MANAGEMENT
Maximizer CRM is a comprehensive, all-in-one solution which offers simple, accessible marketing, sales and customer care service tools to small and midsize businesses. It stores all customer information in one convenient, easy-to-use workspace, easily tailored to match the sales process. ...
Maximizer CRM features sales management, marketing automation, customer service and support and business productivity tools with integration with Microsoft products such as Outlook, Word, Excel and SharePoint. The solution's marketing automation application includes integrated campaign planning, email campaigns and marketing analytics. Users can target leads and customers and use list management capabilities to search and filter customer data by pre-defined criteria.
Maximizer CRM’s sales management feature includes sales team performance monitoring with the help of measuring criteria such as close and abandonment rate. Customers and prospects can be categorized per region, time zone, products purchased and other measures.
ClearView CRM
Powerful Nonprofit Fundraising Software
ClearView CRM helps nonprofits drive engagement and donations while streamlining operations. The software is designed by fundraising experts to increase organizational impact.
iMIS
iMIS, the #1 association software solution
iMIS enables connections with members, donors, and constituents on any device. Engagement is deepened, satisfaction improved, and retention increased.
LinxCRM
LinxCRM financial services client care software
LinxCRM is an on-premise customer relationship management (CRM) solution for financial services organizations. It's a Windows-based desktop system with secure remote access. It helps to enhance customer relationships and acquire customers. ...
LinxCRM helps to manage all the incoming commissions and alerts instantly to any underpayments which are locally written and supported. Its customization charges are as per the need and remains under control without an aggregator, franchise head office, or producer group.
Its features include mortgage finance, equipment finance, insurance, financial planning, and property management. It also includes team collaboration and planning, document management, workflow automation, marketing management, referral tools, and business reporting.
