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Top 43 brokerWOLF Alternatives : 2025
Floify
Mortgage Automation and Point-of-Sale
Floify is a Mortgage Automation and Point-of-Sale Solution that helps to automate and manage all processes of loan origination. It helps mortgage professionals automate lending processes and improve communication between all stakeholders. ...
It provides a portal to collect and verify documents, track progress, and efficiently close borrowing pipelines, to increase the profitability of mortgage operations. It has a secure document portal, automated borrower and agent notification platform, suite of productivity integrations and so much more.
Key features include loan document management, customer database, loan processing, multi-branch support, digital signature, credit reporting, visual representation and more. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Floify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks.
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.
TeamGram
CRM, Quote, Proposal and Sales Management Software
TeamGram is a cloud-based CRM tool for small and medium-sized businesses that helps in teams collaboration, manage tasks and sales cycle. It helps to increase sales and revenue and enhance customer relationships. ...
TeamGram provides a sales dashboard through which one can view live sales metrics and forecasts and get the big picture with a glance and then get the details with a click.TeamGram allows to customize sales process. It helps to manage the sales cycle from initial contact to quote preparation and order fulfillment. It is accessible anywhere, on the cloud, and mobile devices. TeamGram's news feed helps in seamless sharing among team members.
TeamGram features to manage business contacts all in one place, monitors the entire sales process, creates a product list, and manages inventory, enhances sales activities, and enables ready to deploy forms.
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.
Jobnimbus CRM
JobNimbus: Simple CRM and Project Management Software
Jobnimbus CRM is an integrated customer relationship management (CRM) and project management solution designed to help businesses track leads, jobs, and tasks. The cloud based platform provides ...
The tool allows integration with google calendar, companycam, Beacon, eagleview, quickbooks, zapier to name a few. Also, it offers two way sync with Google Calendar, providing visibility on JobNimbus tasks from anywhere.
Eway CRM
The Best CRM Software for Outlook
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. ...
It helps to Access clients, projects, business opportunities and customer communications right from the CRM for Outlook and automatically captures the contact information and files the email. Also, helps to track post-sales activities and automatically copy all communications. It is even accessible on web browsers.
Some of its features are synchronized with the smartphone, automatic email tracking, all deals and leads in one place, integration with web forms and lead generating tools, marketing emails right inside the CRM, and so on.
Commence
Customer Relationship Management (CRM) Software
Commence is a cloud-based customer relationship management(CRM) solution that caters to small businesses and helps them to manage communication with existing and potential customers. It helps customers enhance sales by automating sales and customer relationship management. ...
Commence offers various software technologies for the front office business processes, and specializes in cloud-based customer relationship management and business process automation software. It has a streamlined onboarding process, enables businesses to strike just the right balance, and supports a powerful dashboard that provides a snapshot of activities throughout the organization.
Commence provides a full set of tools that encompass contact management, lead management, sales opportunity management, activity management, marketing campaign management, customer service, project management, and more. The seamless ecosystem allows insight into every customer and leads interaction across the organization with powerful analytics and reporting features.
FreeAgent CRM
CRM and Work Management
FreeAgent CRM is a cloud-based platform that helps teams unlock productivity effortlessly. Its cloud-based sales, marketing, and customer service platform designed to help businesses nurture quality customer relationships. It helps to boost sales efficiency and gain revenue and more. ...
It empowers teams to increase sales and growth by delivering more value to customers and by increasing productivity with modern collaboration tools, enabling businesses to align teams, foster transparency, and increase revenue. It helps to boost key KPIs with full-funnel visibility, marketing-sales alignment, brand enforcement, sales enablement, and marketing project management. It boosts cycle times and follow-up with push notifications, email templates, customizable deal stages and automated task management.
Key features include contact management, prospect management, automated follow-ups, automated emails and phone call logging, pipeline management and sales forecasting, interactive sales dashboards, and more.
YetiForce CRM
An open source application that is constantly being improved
YetiForce CRM is an open-source application that helps to run the company efficiency, controlling, multitasking, innovation. It helps to enhance customer relationships and increase sales and revenue. ...
YetiForce CRM is completely free and provides full access to its source code. Regular updates and new versions are free of charge as well. Providing the system at no cost contributes to the growth of the open-source community.
YetiForce features include its infrastructure, gaining full control over all the data, server, and security, ideal hosting for small companies that are looking for efficiency, stability and quality, calendar module with functions for effective time management as well as human resources, built-in e-mail module to send and receive e-mails directly in the system and many more.
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.
Quickbase
The #1 Low-Code Platform for Citizen Development
Quickbase empowers teams to manage complex projects with a flexible no-code platform. Unique problems are solved efficiently, and a free trial is available.
IloveLeasing
Apartment Lead Tracking and CRM Software
ILoveLeasing software Apartment lead tracking and CRM software. It is prospect engagement and closing tool. It offers robust integrations with property management accounting software, revenue management software, and other third-party services. It helps to improve efficiency and acquire customers. ...
It’s a lead and lease conversion software that serves the entire lead lifecycle. IloveLeasing aggregates leads into a conversion-centric dashboard that performs lead nurturing, closing, and tracking, as well as on-site and corporate level reporting. It uses a software program that allows integrations and shares detail about all the software programs with the best practice to follow with each to guide decision making.
IloveLeasing features include collecting leads from different sources, personalized branded follow-ups, follow-ups action alerts, collect prospect demographics, on-demand staff reporting, and many more.
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.
SalesNOW
The Mobile & Online CRM to Know the Customers Inside and Out
SalesNOW is an online and mobile customer relationship management (CRM) tool for sales representatives, sales teams, and customer support. SalesNOW gives management insight into who is doing what and how effectively sales reps are performing on the road. It also lessens the reporting burden by providing quick access to activity and sales-related graphical and excel-based data. ...
SalesNOW is a powerful and user-friendly sales force automation tool that includes contact management, business monitoring, and lead management, managed by sales teams, management, and executives. It has real-time access to customer information and the ability to stay connected with the sales teams which helps to build better relationships and help to manage the business more effectively.
Its features are - Document Management, Email Marketing, Sales Forecasting, Lead Management, Contact Management, Commission management, Customer Database, Field Sales Management, Referral Tracking, Sales Collaboration and more.
Plutio
Everything you need to run your business . Manage projects, communicate with clients, share files
Plutio offers a comprehensive suite to manage projects, collaborate, and automate workflows. Files can be shared, proposals created, and payments processed within a single app.
Infoflo CRM
A CRM Software, receive a feature-packed Contact Management System
InfoFlo CRM is a CRM Software. InfoFlo provides affordable customer relationship management software designed to improve business productivity. InfoFlo gives users the opportunity to focus less on their CRM and more on their business. With a central, easy-to-use interface, the platform allows businesses and staff to easily manage all customer relationships so that all important information can be accessed at a glance. ...
InfoFlo’s core features, like email marketing, appointments and meetings, project management, Skype and Outlook integration, and task management, all which can be shared amongst team members in real-time. InfoFlo will work with clients to build a CRM that’s customized for their business size and needs.
The solution can be utilized by small to midsize B2B companies in a variety of industries including accounting, software, construction, real estate, healthcare and more. InfoFlo gives clients access to training tools and videos on their website, as well as providing customer support through an online ticket system.
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.
Merchant Relationship Management
CRM & Underwriting Platform
IRIS-CRM is a user-friendly merchant services management solution that efficiently handles CRM and underwriting. Merchants are securely managed with NMI's onboarding features.
Wise Agent
Real Estate CRM Software to increase the productivity
Wise Agent is a Real Estate CRM platform that automates the leads, responses, appointments, and transactions. It provides seamless transaction management, centralized client information and smart marketing automation. It provides the members one simple platform to run and organize every aspect of the business. It helps to acquire customers and enhance customer relationships. ...
Wise Agent provides seamless transaction experience from initial outreach to the closing table. Wise Agent is integrated with Zapier and also provides native integration to applications like Google Calendar, Google Contacts, Twitter, Gmail etc.
Some of its features to run a successful business include contact management, lead automation, transaction management, team features, time management and many more.
SalesNexus
Enterprise CRM and marketing automation Platform
SalesNexus is an all-in-one CRM, SMS, & Email Marketing Automation designed specifically for sales teams keeping it simple for users and less expensive for the business. It makes selling easier, faster, and more effective. Create emails and automatic, ongoing campaigns for every segment and also validate and build sales and generate warm sales leads. ...
It helps to manage the sales pipeline, past orders, and sales performance. Provides email automation, email designs, and lead nurturing ensuring that the new leads are automatically transferred into SalesNexus and converting the lead list into customers with automated alerts to sales.
SalesNexus features are: Manage contacts and companies, Schedule and delegate tasks and retain a history of all of them. Add notes and track relationships, create leaderboards, sales activity reports, instant management visibility into all customer interactions and more.
Claritysoft CRM
CRM Software for Customer Relationship Management
Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation, and social CRM within a single solution. It helps to enhance customer relationships and increase sales and revenue. ...
Claritysoft’s helps organizations deliver outstanding customer experiences and helps the clients do more, with intuitive technology and a strong focus on the end-user experience. Companies use the software to turn prospects into customers and customers into advocates.
CRM features help to grow the business while operating more efficiently. Some of them include managing and sharing all the accounts from one place, share and track contact information across the organization, create and send branded professional emails to customers, qualify and convert leads into accounts, contacts, and opportunities and many more.
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.
Kommo
Empower your team to sell more effectively
Kommo is a messenger-based sales and marketing CRM for sales, and marketing teams to boost sales, enhance customer engagement and increase revenue. Kommo helps sales teams to synch data from all ...
Kommo comes with popular messenger apps: Facebook Messenger, Instagram, Skype, WeChat, Telegram and more. It offers an AI chatbot that’s enhanced with natural language processing, it can detect lead or customer’s intentions during the conversation, and then respond with pre-made templates and workflows. You can build your own chatbot with zero code, amoCRM integrates with email services, VoIP telephony, lead forms, payment processors and dozens more built-in integrations.
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.
Nextiva Customer Relationship Suite
Manage sales & customer support with one powerful CRM workspace.
Nextiva Customer Relationship Suite helps firms manage sales and customer service interactions. It communicates with customers on any channel, works with the team in real-time to solve issues, customer data and analytics to make the best business decision for growth. ...
Nextiva Customer Relationship Suite manages sales and customer support with one powerful CRM workspace, takes the guesswork out of customer relationships, tracks and analyzes the entire pipeline for valuable hidden business insights.
Key features include a customer experience score, sentiment score, smart topics, and rules engine (NextSTEP).
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.
Karma CRM
karmaCRM | Fully customizable solution for building better customer relationships through clarity and efficiency
KarmaCRM is a fully customizable solution for building better customer relationships through clarity and efficiency. KarmaCRM is a web-based CRM software that caters primarily to small and medium-sized businesses. ...
KarmaCRM also enables the sales team to be more efficient by allowing them to customize their workflows through productivity tools. This lets them manage their tasks, contacts, and clients in one place and to even collaborate with their colleagues from a single platform. The solution provides email templates for quick drafting and mass emailing features. It organizes tasks through to-do lists and sends alerts of upcoming deadlines via email and text. Depending on the business needs, custom fields can be created for sales forms and sales leads be prioritized based on their convertibility.
With KarmaCRM, companies can even integrate third-party apps into the system. This lets them organize their emails, calendars, tasks and more and cascade them to other programs with ease. KarmaCRM maintains a history of all customer calls, emails, tasks, and deals, and shares it with the whole team. Team members can stay in touch with user groups via live chats.
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.
Bigcontacts CRM
BIGContacts | CRM and email marketing app for small businesses
Bigcontacts is a CRM and Marketing Automation tool that organizes communication with customers & prospects to grow business. It helps to capture more leads, more sales and retain customers. ...
Bigcontacts CRM helps to streamline lead to revenue strategy to ensure sales and marketing are working toward revenue as a common goal.
Managing prospects and customer relationships is by keeping track of all contacts, calendars and tasks in one platform. All communications with contacts can easily be captured and stored with Bigcontacts including notes, calls, meetings, tasks, files, photos, sales opportunities and all email communication. Bigcontacts gives real visibility into how engaged the contacts are with the emails sent to them on a day-to-day basis.
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.
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.
MarketSharp
CRM Software for Contractors, Remodelers, and Home Improvement Professionals
MarketSharp is a CRM software that is designed specifically for home improvement professionals, contractors, and remodelers. It helps to generate more qualified leads, track important customer interactions, maximize sales opportunities, shorten production timelines, create satisfied customers, and have complete visibility into the profitability of business. ...
It offers a data-driven solution for contact management, lead generation and management, appointment scheduling, and sales workflow to improve the overall performance of contractors’ team of sales persons. It offers an interactive calendar that can be used to schedule and manage sales calls, project timelines, visits and employee time offs. MarketSharp offers document and job image attachments to help businesses schedule crews and automate workflows to increase customer satisfaction. Customizable reports are available to measure performance and results, and all data is updated in real-time.
Key features include generating more leads, converting more sales, improving productivity, streamline project management, maximize reputation management and know your numbers. MarketSharp facilitates integration with various third-party applications such as One Click Contractor and Leap, allowing users to create proposals and product estimates using mobile devices.
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.
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.
Method CRM
The most customizable CRM for QuickBooks
Method:CRM is a CRM platform that integrates with QuickBooks for real-time, and helps sales professionals to view and manage sales opportunities and leads. It helps to acquire customers and increase sales and revenue. ...
Method:CRM provides effective lead management, from the first point of contact to first purchase. It automates lead captures and saves new prospects directly to CRM, simplifies lead tracks by recording interactions, schedule follow-ups, and assign tasks to teammates, and checks the status of each deal to focus on the ones that matter most and close more sales.
Its features include the QuickBooks CRM to get the perfect CRM for the unique business needs, sync leads to QuickBooks when they become paying customers, provides a complete view of the customers to keep them coming back, and so on.
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.
Capsule CRM
Build stronger customer relationships, make more sales and save time.
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. ...
Capsule also helps to tailor the system to meet the needs of different businesses, including custom fields, tags, and branding options. It also integrates with a range of leading small-business solutions for customer support, email marketing, document management, and accounting.
Its features include creating and managing a list of contacts, create tracks to match the business processes, easily track sales opportunities, insightful reports of sales performance, capturing the right information with custom fields to match the brand, and many more.
CAS genesisWorld
The complete customer relationship management solution
CAS genesisWorld is the complete customer relationship management solution that is flexible and powerful and can be tailored precisely to the needs and can get started straight away. It helps to scale best practices and increase sales and revenue. ...
CAS genesisWorld helps to access all the CRM data such as contact, opportunities and documents, and switch flexibly between different calendar views. It uses heatmaps for geographical data analyses and also configures individual dashboards for quick access to all the relevant information and many more.
CAS genesisWorld deals with the processes which include centrally stored, up-to-date information, and central access to data streamline the sales processes, leaving more time to spend on the customers, precisely targeted marketing campaigns every time for better results and excellent customer service, and more.
SpiceCSM Engagement Suite
A Unified User Interface (UUI) to Orchestrate Your Customer's Journey
SpiceCSM is an advanced platform for integration, automation, and business process management. It includes data integration, workflow engine, process automation, and a flexible CRM.
Leadmaster CRM
All-in-one CRM, sales and marketing tool that fits the needs of your business
Leadmaster CRM is an all in one CRM, Sales and Marketing tool for Call center, Education, Healthcare, Insurance, Manufacturing, Mortgage, Realestate and small business. It helps to drive more sales. The sales team will have all the information that they need at their fingertips such as past orders, contact information, proposal details and social information whenever they have any interaction with a lead or a customer making sales team more efficient. ...
Leadmaster CRM offers features such as Lead Management, Sales Management, Opportunity Management, Marketing Management, Email Marketing, Custom Forms, Customization Automations, Reporting, Smart queue, Administration panel and Data Mining Tools. Leadmaster CRM has a channel Management which lets users stay up-to-date on the progress of leads wherever they are in the chain where users can also quickly resign leads to another agent or another sales channel if required. It offers helpdesk support which is a powerful customer service tool.
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.
SymVolli
The power of ERP for the cost of CRM |
SymVolli provides a unique, web-based software management system for all businesses. Leads are converted, sales generated, and marketing optimized.
Heeros PSA
PSA software that consistently win the admiration and loyalty of our valued clients
Taimer's Heeros PSA platform streamlines project management, time and resource allocation, and invoicing. Efficiency is maximized for professional service automation.
