Home CRM Buildout Buildout Alternatives
Buildout: Reviews, Testimonials and Expert Opinions
(948)Buildout | Awesome Marketing for Commercial Real Estate
Top 71 Buildout Alternatives : 2025
Google Drive
File storage and synchronization service from Google
Google Drive offers personal cloud storage and file sharing. Content can be securely shared with other users.
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.
Talkspirit
Enterprise social network, Collaborative platform
Talkspirit enhances teamwork and productivity through its enterprise social network. Employees collaborate seamlessly on this business communication platform.
Publer
Publer - Your Social Media Superhero
Publer is a social media marketing platform that helps to schedule the post on Facebook, Instagram, Tweets, LinkedIn, Pinterest pins, and Google My Business posts. It helps to improve digital and social presence and build brand awareness. ...
Publer helps to manage the social media accounts unified in a single location. Apart from scheduling and automating posts, it also helps to tailor the posting rules of the social media account.
Publer features include unlimited scheduling and drafts, bulk scheduling, analytics, watermark photos, schedule follow-up comments, auto-share, and auto-deleting, and many more.
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.
AllProWebTools
Small Business Management Software
AllProWebTools is a comprehensive small business management software offering integrated email marketing, CRM, website hosting, and more. It streamlines various business processes into one accessible platform. ...
Mothernode CRM
Scalable CRM solutions to grow with business
Mothernode CRM is a CRM Software. Mothernode CRM is a leading customer management service created to provide businesses with a cutting edge platform to better manage their company and customers. ...
Mothernode CRM helps businesses save time and money by allowing all users to share information such as emails, documents, notes, tasks, calendars and more, across all departments, in real-time. Mothernode improves collaboration, increases productivity and reduces redundancy.
Google Sheets
Free Online Spreadsheets for ......
Google Sheets allows users to create and edit online spreadsheets collaboratively. Secure sharing and real-time insights are accessible from any device.
Slack
AI work management and productivity tools
Slack is the collaboration hub that brings the right people, information and tools together to get work done. It helps to align their teams, unify their systems, and drive their businesses forward. ...
Slack offers a secure, enterprise-grade environment that can scale with the largest companies in the world. It is a stack where people can work together more effectively, connect all their other software tools and services, and find the information they need to do their best work. It offers real-time messaging, file sharing, archiving, and search. It has several internal and external sharing options to receive and share files with anyone. It offers advanced search, filters and sorting that make it easy to get the right files.
Some of its features include conversation channels, private groups, messaging, message history, search, snippets, webhooks, collaboration, fFile sharing, file browsing, voice/video calls, feedback, progress archive, notifications, integrations, synchronization, open API and more.
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.
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.
Adobe Acrobat Reader
Global standard for reliably viewing, printing, and commenting on PDF documents
Adobe Acrobat Reader is an application that helps in sharing, viewing, printing and working with PDF files, for signatures, collaboration and annotation across desktop, web and mobile devices - both iOS and Android. ...
The Adobe Acrobat Reader mobile app allows for work on the move, by enabling reading PDFs with readability controls that allow adjusting font size, line and character spacing, without having to pinch and zoom for increasing readability. The features include electronic form filling and signatures even on a mobile device.
The PDF documents can be shared and tracked on mobile devices too, with notifications when it is opened, downloaded or shared.
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.
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.
BoldTrail
Real estate platform with next-gen solution for modern brokerages and enterprises
kvCORE, trusted by over 250K top teams and agents, is a top-rated real estate platform. It drives results and powers entire businesses with next-generation technology.
Foxit Reader
Free PDF Reader & PDF Viewer Download | Foxit Software
Foxit-reader is a popular free PDF reader and viewer used by over 700 million users. It can be downloaded for Windows, Mac, Android, and more.
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.
marq
Enable org to build own content with brand templates
marq (formerly Lucidpress) is a brand templating platform designed to help brand marketers create on-brand content and enhance their customer base. The primary features offered by the enterprise ...
The platform has customizable templates, a library of designs, and brand controls to ensure all the critical brand elements are captured while creating the content.
BenchmarkONE
Sales and marketing software for small businesses and marketing agencies
BenchmarkONE is an integrated marketing automation and CRM platform that aims to help users more effectively track and maintain both prospective and existing customers. It helps agencies and small business owners propel relationships into sales with all-in-one CRM and marketing automation. BenchmarkONE is designed for a wide range of businesses, including teams in advertising, consulting, hospitality, real estate and more. ...
BenchmarkONE integrated solution offers combined sales automation, marketing automation and email marketing features. With CRM, email marketing, and marketing automation tools all in one app, users can drive more business, organize contacts, boost response rates, and see their progress at a glance. BenchmarkONE’s CRM is a simple alternative to expensive, bloated sales software. BenchmarkONE’s email marketing tools integrate with CRM for data that tells a more complete story about your contacts. Picks up the slack in business processes with marketing automation. BenchmarkONE includes features to help users more effectively maintain and track both prospective and existing clients.
Dropbox Business
Dropbox Business - Secure File Sharing and Storage for your Business
Dropbox Business offers centralized cloud storage with robust security. Over 500,000 teams have chosen it for enterprise needs.
Dropbox
Dropbox - File Hosting service
Dropbox is a file hosting service designed for global workforce or any individual looking for a central location to store both the cloud content and traditional files. This smart workspace offers cloud storage, personal cloud, file synchronization, and client software. ...
The product provides the ability to access the content on the go by safely syncing them across all the devices, including computers and smartphones. Features like Dropbox Spaces, starred content, offline access, and a doc scanner makes collaborating with others simple.
Dropbox Smart Sync technology updates the files across devices each time changes are made to any file. Also, its LAN sync feature gives the users flexibility to transfer the files on the local network. The files saved in Dropbox can be accessed offline, without internet connectivity and any deleted file can be recovered within 30 days.
IXACT Contact
Real Estate CRM & Marketing Automation System to win more business
IXACT Contact is a Real Estate CRM Software and Marketing Automation all in one integrated solution that helps to keep in touch with the clients and contacts in a strategic way. It helps to acquire customers and enhance customer relationships. ...
IXACT Contact helps to get more leads and referrals and manage and stay on track towards reaching business goals. It helps manage business pipeline, keep-in-touch calls, email marketing, regular business activities and stay up-to-date. It also helps to manage the business on smartphone or tablet with its mobile app version.
IXACT Contact features include converting leads into clients, organizing the data, and putting them together in an easy-to-manage database, building rich contact profiles including social media information and photos, nurture longer-term leads, create a new agent website and much more.
Zinc Real-Time Communication
Boost service resolution efficiency
Zinc Real-Time Communication is a purpose-built real-time communications platform for technicians and field service teams to reduce mean time to repair and boost customer satisfaction. ...
It comes with powerful correlation technology.
Adobe Acrobat DC
View, create, manipulate, print and manage files
Adobe Acrobat DC is a software that enables creation and editing of PDFs, and conversion of PDFs to MS Office formats. It can be used in businesses of all sizes across industries, and is also available on mobile devices and tablets. ...
Adobe Acrobat DC features include Create PDFs, Convert PDFs, Edit PDFs, Share PDFs and Sign PDFs. The software enables converting various file formats such as Word, Excel, Powerpoint and so on into PDF that is easy to share. Adobe Acrobat DC also allows converting of PDF into other file formats, and also allows edits in the PDF format.
Adobe Acrobat DC’s Share PDF feature enables viewing, reviewing, signing and progress tracking of PDFs - from any device and any location. The Sign PDFs feature allows filling up PDF forms and signing them electronically on any device. e-Signatures can also be collected securely, in a legally binding format from anyone, anywhere in the world.
Mvine Cyber-Secure Platform
Next Generation Platforms that power the Digital ...
Mvine provides configurable collaboration, social sharing, and content management tools. A full set of user features is offered for enhanced cybersecurity.
Market Leader
Real Estate CRM Software pioneer in lead generation and contact management systems
Market Leader is a pioneer in lead generation and contact management systems helping real estate professionals manage and grow their businesses. It helps to acquire customers and scale best practices. ...
Market Leader helps to generate leads and engage with leads and contacts including a customizable IDX website, CRM, and marketing design center. It empowers the team with all of the features of agent tools plus lead distribution, productivity tracking, agent and team websites, and a sleek owner dashboard to manage it all.
Some of its features include customizable website, robust CRM, marketing automation, ensure a steady stream of leads with leads direct, speed to leads with real-time push notifications and contact records including lead insights, easily navigate to see which reminders are due and many more.
Flock
Flock - Communication & Collaboration Platform for Modern ...
Flock offers robust team communication features. The #1 team messenger enhances collaboration through chat, video calls, and file sharing.
Unanet CRM by Cosential
Commercial CRM for Construction, Architecture
Unanet CRM by Cosential is a cloud-based Growth and Relationship Management solution built specifically for architecture, engineering and construction (AEC) firms. It helps to grow market share and improve stakeholder relations. ...
It is a commercial CRM platform that helps to grow business. It offers more than a CRM solution to identify new opportunities, and leverage internal experience and relationship history to win new projects.
Its features include smart time-saving tools, valuable integrations, simple administration and management, customized reports, advanced action plans, proposal automation and much more.
ShareVault
Virtual Data Room - Virtual Data Room Providers | ShareVault
ShareVault offers Virtual Data Rooms for secure document sharing. These rooms are utilized during due diligence and critical business processes.
Zoho Writer
Powerful Writer. Powerful Words.
Zoho-Writer is a next-generation word processor offering robust live-collaboration and MS Word support. Documents can be written, reviewed, and published all from one free tool.
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.
SuperOffice
CRM for Better Customer Relationships
SuperOffice is a scalable cloud CRM platform that provides all basic foundational capabilities to connect sales, marketing and customer service teams. It is used by operations team, business managers and people in multifunctional role. It helps to build long term customer relationships, and increase sales and revenue. ...
SuperOffice helps to keep all key customer information in one place – whether its contact details, emails, phone calls, documents or meeting notes. SuperOffice is seamlessly integrated with Microsoft Office 365, G Suite and major email applications such as Exchange, Outlook, Notes, Gmail and all IMAP based email servers. It provides document management, project management and mobile CRM.
SuperOffice features include creating a unique sales experience to improve the forecasting accuracy, manage pipeline, and close more deals, deliver communications to the subscribers based on their interests and needs, and provide a personalized and individual experience that the customers deserve.
Onehub
Cloud Storage & Data Room Services
Onehub is a cloud storage and online document sharing and collaboration solution that allows to stay hyper-organized and access the documents from anywhere through exact authorization controls that limit abilities by roles like viewer, creator, and administrator. It helps to enhance customer relationships by communicating more effectively and securely. ...
Onehub stores and shares the files in a polished, thoughtfully branded client portals using logo and brand where the client portal provides private workspaces for each client. It aims to provide the best cloud storage security in the business including role-based permissions, audit trails, session timeouts, and two-factor authentication empower to keep the content protected with ease. It also allow to seamlessly view or interact with the content, engage and inform customers using comments and tasks and much more.
Its features include stealth collaboration, non-disclosure agreements, document watermarking, automatic indexing, full audit trails of all activity, embedded sign in forms, automatic indexing, automatic file deletion and many more.
Soffront
Soffront - Digital Marketing Company
Soffront is a CRM platform that offers fully managed marketing services to establish the brand, generate more leads, and close more sales. It helps to acquire customers and increase sales and revenue. ...
Soffront helps to build a beautiful and mobile-friendly website that gives just the right impression and drives results, generate more leads with paid search and social advertising services, nurture leads automatically with email marketing services, get found by the right prospects and more.
Soffront features include qualify leads with marketing automation, get organized and automate sales follow-ups, design workflows to create advocates, build a web presence, and generate more leads, and so on.
Documize
Documize - The Integrated Document Environment
Documize provides Zerabase and Community products to power businesses. These tools enhance organizational efficiency and collaboration.
Continue To Give
Non-profit Software to engage with the community
Continue To Give is a simple-to-use, all-in-one, Online Giving, Donor Management, and Fund Accounting System fulfilling the e-giving needs of the organization. Continue To Give also serves personal fundraisers such as crowd-funding and missionary fundraising. ...
Its features are Accounting Integration, Built-in Accounting, Campaign Management, Contribution Tracking, CRM, Donation Management, and Donation Tracking for Religious Organizations, Online calendars, Payment Processing, Pledge Management, Recurring Giving and many 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.
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.
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.
SquidHub
Easy Team Collaboration
SquidHub is a collaboration app designed for clarity, simplicity, and fun. It provides a great way for teams to work together efficiently.
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.
OpenText Hightail
Hightail: File sharing & creative collaboration
Hightail offers secure file sharing and creative collaboration. Large files can be sent, visual assets previewed, and feedback collected efficiently.
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.
Basecamp
Project Management & Team Communication Software
Basecamp is a cloud-based project management software used by project managers, freelancers to communicate and collaborate. The software helps teams to organize their work and establish project workflows thereby increasing efficiency. ...
The platform is primarily used to create To-Do lists, schedule, create and upload documents and files, share messages and chat with colleagues, restrictive viewing or editing rights, and regular project health monitoring. It facilitates easier communication, removing the challenges especially for virtual teams.
The software helps set up a project, track tasks, add people to the project for communication, manage message board and provides facility to store files.
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.
Salesforce Anywhere
Real-time Team Collaboration App for Sales and Service teams
Salesforce Anywhere is a Collaboration software and the easiest way to accelerate sales processes inside Salesforce, helping teams close deals faster. It reimagines sales and service with ...
It also helps the team to work together on plans, discuss records, and analyze reports, keeps sales and service on the same page with smarter decisions and take the right steps to drive the business forward with suggested actions powered by AI.
Lone Wolf Front Office (formerly Propertybase)
Real Estate CRM and Marketing Platform
Propertybase offers a full-service real estate platform for brokerages and teams, including CRM, web design, marketing, lead generation, and back office solutions. A demo can be requested.
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.
Zoho WorkDrive
Online file management for teams
Zoho WorkDrive is a content collaboration platform where teams can store, share, manage, and collaborate on files of any size. Designed for seamless teamwork, it enhances productivity and organization. ...
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.
Microsoft OneDrive for Business
Microsoft OneDrive for Business - Store, sync, and share work files in the cloud using Microsoft OneDrive for Business
Microsoft OneDrive for Business enables file sharing and real-time collaboration. Documents can be worked on simultaneously using OneDrive cloud storage.
methinks
methinks - where product research meets humanity
Methinks is an User Research Software. Methinks is a platform where individual researchers can search for their target users, schedule times to meet them, and perform HD video remote interview sessions while the user is sharing their device screen. While conducting the research, the platform can transcribe the tester's words while bookmark key behaviours to review later. All recordings, qualitative quotes, and quantitative responses/graphs are stored in a secure cloud for oneself and their team to access anytime, anywhere. ...
Methinks make key decisions based on customer insights gathered in face-to-face video chats. User can learn directly from customers and design useful, engaging features. This saves development time and costs by catching UX issues early. User can conduct remote research without having to compromise on methodology. It helps to build a brand that leaves a good impression. Methinks Thinkers share their thoughts on trending topics, events and happenings around the world.
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.
Salesseek
SalesSeek: Sales CRM, Marketing, and Customer Success Platform
SalesSeek is a CRM, Marketing, and Customer Success Platform that helps organizations to scale their revenue generation. It helps to increase sales and revenue and improve ROI. SalesSeek helps to ...
Features that make sales, marketing, customer success teams more productive and effective include tracking deals, team management, smart filtering, email campaigns, 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.
Sharefile
Confidently share and collaborate without having to sacrifice security
ShareFile by Citrix offers secure file sharing tailored for businesses. Files can be shared with clients and colleagues for free.
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.
Nextcloud
Protecting your data....
Nextcloud is an open-source content collaboration platform used by millions globally. Organizations rely on it for secure and efficient file sharing and teamwork.
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.
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.
TopBuilder construction CRM
TopBuilder Solutions for Residential Builders, Commercial ...
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. ...
TopBuilder provides exceptional customer service to raise the industry standard with a dedicated support manager, unlimited training, end-to-end setup services, and so on. It also helps in faster implementations with required analysis, planned projects, data conversion, and many more.
TopBuilder CRM allows to capture, organize, collaborate, follow-up, and access critical data from anywhere. It easily creates, sends, and tracks designs and targeted emails with TopBuilder’s email marketing tools, email integrations with major email platforms, document storage, and many more.
Zero BS CRM
Simple, Free CRM for WordPress
Zero-bs-crm offers comprehensive CRM features tailored for entrepreneurs to save costs. Jetpack CRM includes tools for contact management, invoicing, and automation.
TRIBUS CRM
Custom Real Estate Brokerage CRM: TRIBUS CRM
Tribus-crm offers customizable solutions tailored to the unique needs of each brokerage and agent. TRIBUS CRM ensures the inclusion of necessary features for optimal balance.
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.
Big Easy CMS
video libraries you get the whole set of tools to easily...
Big Easy CMS offers intuitive navigation and effective editing tools for video content. It ensures simplicity and efficiency for company use.
cegedim
A global technology and services company ... - Cegedim
Cegedim is a global technology and services company focused on digital data flow for healthcare and B2B. It also publishes business software for healthcare and insurance professionals.
