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Funraise: Reviews, Testimonials and Expert Opinions
(697)Funraise | The Best Nonprofit Fundraising Solution
Top 69 Funraise Alternatives : 2025
Tithe.ly
Online giving platform built for churches
Tithely is a digital giving tool that enables churches of all sizes to offer secure donations from anywhere, at any time, and the back-end administrative tools make management easy. This solution also helps to engage with the church online and offline, stay connected with the community, and simplify the lives of the staff with best-in-class administrative tools. ...
Tithe.ly easily connects with the church community through text messaging and email. Enable members to take interactive sermon notes, listen to messages on the go, access small group material, check the prayer list, engage with the real-time church newsfeed, give a donation, and much more.
Its features are gift matching management, online giving, receipt management, donation tracking, contribution tracking, membership management, payment processing, donor management, event management, mobile giving and many more.
EasySender
All-in-one solution to protect email domain immediately.
EasyDMARC’s deliverability tool, EasySender, covers all the aspects of email deliverability. The variety of features on the platform cover email list verification, mailbox warmup, and inbox placement. ...
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.
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.
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. ...
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.
Pyze
Embled User Analytics & Marketing Automation
Pyze is a digital transformation analytics and engagement platform to maximize process efficiency and application productivity through low-code process mining and usage analytics. It helps brands and enterprises to maximize user retention through AI-based engagement and personalization across digital platforms. It provides marketing and product teams with cross-platform user behavior analytics and automated segmentation to deliver hyper-relevant omnichannel campaigns and content personalization. ...
Pyze auto-discovers complex end-to-end business process flows to surface process bottlenecks, activity hotspots, and user experience optimization opportunities. It enables continuous improvement across multi-screen product journeys by providing a data-driven approach to maximize ROI and business impact, regardless of the underlying technologies.
Key features include cross-platform analytics, business success optimization, analytics center of excellence, behavior measurement, and user engagement.
Ada
ADA X - eXperience Faster. More analytical Smartest.
Ada, ADA X, redefines content campaigns by streamlining creation, distribution, and measurement. The new version of the all-in-one marketing platform enhances efficiency and effectiveness.
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.
Direct Mail For Mac
Create and send great looking email newsletters with Direct Mail, an easy to use email marketing app for the Mac.
Direct Mail for Mac is an easy-to-use email marketing app. Email campaigns are managed effortlessly, delivering results without headaches.
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.
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.
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.
DataEQ
Accurate opinion data through advanced sentiment analytics
DataEQ is an AI and human intelligence Platform for financial services, telecommunications, and retail that enables real-time mitigation of risk, improved retention and acquisition rates, and superior customer experience. ...
DataEQ’s uses a combination of AI and human intelligence to understand the nuances of human conversation. Its proprietary crowd-sourcing platform consisting of local language contributors filters noise out of high-risk, high-value conversations and enables verification and categorization of social media posts and other short-form texts.
DataEQ ’s Social Customer Service Audit includes an analysis of Twitter customer response time, response rate and a share of priority conversation, which enables improving customer service, customer value, and retention and acquisition rates.
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.
Intouch CRM
CRM system with full Sales and Marketing Features
Intouch CRM is a sales and marketing system that brings business tools to give one-stop shops to manage and grow business, eliminating the need to use multiple systems at a high cost. The platform has integrated web-based CRM, email marketing, database and task management designed for small businesses. This helps to close more deals and grow business. ...
InTouchCRM enables to store contacts safely in the cloud, in other words, the team can access them from any place, at any time for optimum collaboration. Users can nurture prospects and communicate with customers on a regular basis with InTouchCRM's email marketing software. Lead nurturing process is facilitated by InTouchCRM's integrated webforms. InTouchCRM’s text message marketing enables to send personalised texts to prospects and customers, using any data from the available contact list. It creates automated marketing campaigns, custom surveys.
InTouchCRM’s integrated calendar allows the system to set important, automatic tasks & reminders. InTouch is the ideal platform for any small business to become more organised, save time and increase sales.
Streak
CRM In Your Inbox | Your CRM Right Inside Gmail
Streak is a CRM for Gmail. It can be used by Sales teams, Business Development teams, Partnership management, and by Hiring and Support teams. Streak CRM is built into GMail and can be used for ...
Stream CRM within GMail features managing of workflow such as lead pipeline, fund-raising, candidate management, projects and such through the Inbox. All context, contacts and customised tracking are available in the Inbox and can be viewed with context. All the spreadsheet features can be availed for personalising and tracking.
Streak CRM can be used on the go, on mobile.
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.
Sociamonials
Best Social Media Campaigns
Sociamonials is used to streamline social media strategy with its SaaS platform. Campaigns can be scheduled, managed, and analyzed effortlessly.
User.com
Marketing & Sales Automation Software
User.com is an advanced marketing and sales automation software. It aimed at boosting engagement and improving conversion by using a single data source for your customers. It engages visitors, gains more lead and increases conversion on the website. ...
User.com delivers the omnichannel communication experience. It allows users to gather information about prospects and communicate with them via live chat through chatbots. Other contact details of clients are collected by SMS, popups, or web push notifications as per individual preference. It helps companies streamline internal processes and grow their business faster.
User.com features include gaining insights about website visitors, generate leads, increase sales, streamline processes, and provide exceptional support.
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.
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.
Brandwatch
Digital Consumer Intelligence
Brandwatch is a social media monitoring tool that provides structure to the voices of potential customers, so as to make decisions that fit your business goals and to become consumer fit. It is suited for businesses and brands to get the right information to the right people in the right format. ...
This tool provides Brand management, content strategy to reach target audience, competitor analysis, enhanced customer experience, influencer marketing tools and protecting brand image.
It features flexible UI for quick insights and deep analysis, track brand health, analyze key trends, optimize brand with changing consumer perceptions and trends, measure impact of marketing strategy, customer journey mapping by automatically segmenting and analyzing consumer conversations, data integration & visualization, discover audience content affinities, amplifying content to the right people, identify real influencers who generate real engagement, discover effective micro-influencers, monitor ROI of your influencer campaigns, real-time insight on online presence relative to competitors, measure customer sentiment, detect emerging crisis, spot negative mentions instantly, share crucial communication across organization in real-time to ensure right people have right information at all times.
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.
emfluence Marketing Platform
Marketing Platform to create, track, and deploy successful digital campaigns
emfluence Marketing Platform is an email marketing, social media management, survey tool, landing page builder, website tracking, and marketing automation platform, designed for and powered by digital marketers. It allows businesses to visually create automated marketing campaigns using a drag-and-drop editor and optional placeholder steps. ...
The emfluence Marketing Platform is a full-scale marketing automation platform with tools to automate day-to-day tasks, including social media scheduling, automated emails, campaign reporting, landing page creation, surveys, web forms, and more. Users can create complex email campaigns based on recipient behaviors. Use workflow decisions to organize contacts into segments based on their email views, clicks, or custom event triggered action queries.
With emfluence's email marketing tool, users can create personalized emails using custom email templates or built-in templates. The form builder allows businesses to create forms that can capture and record online registrations and website leads. Users can also create personalized landing pages and event pages. Marketers can integrate their social media accounts with the platform to manage campaigns through channels like Facebook and Twitter.
Shortstack
Get More Leads From Your Marketing Campaigns
ShortStack is a digital marketing platform built for engagement, lead collection and marketing automation. It helps to acquire customers and increase sales and revenue. It’s a customizable all in ...
ShortStack is used to design, publish and optimize landing page promotions which Includes forms and feeds to gather valuable consumer data and uses email marketing tools to build a rapport with leads. Its built-in analytics data allows to understand how campaigns are performing, in real-time, track the entries, promote campaigns on social media. It helps to create a campaign or user can take advantage of custom design services.
InStream
Sales, contact management and relationship automation tool
InStream is an online CRM, which helps build strong relationships with customers. It offers a product that enables every company to get to know their customers’ needs better and create long-term relationships with them. It also helps to increase sales and revenue. ...
InStream platform helps in providing clients with complex assistance in building professional sales strategy and effective customer service. It creates customizable lists that have all the information about business relations. Its calendar functionality enables users to gain absolute control of their time and makes time management more efficient, making it easy for users to schedule meetings, phone calls, and other events with ease.
Its features include gathering all the contacts in one place, communicate with the right people at the right time, manage leads and turn them into satisfied clients, identify sales opportunities faster, engage with them and gain loyal customers and many more.
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.
Affinity Analytics
Easily surface real-time insights and drill into the data and trends that will shape the future of business.
Affinity Analytics is a business intelligence and analytics platform designed to increase visibility into and analysis of most important data. It helps to increase visibility into initiatives that drive results, and gain the analytical depth and flexibility to make quicker data-based decisions. ...
It provides fully customizable dashboards and granular, real-time reports to help companies conduct a deep analysis into the trends and performance drivers that affect critical business processes. All reports can be drilled deeper into custom segments such as industry vertical, company type, company size, and other factors. Users can easily export or email any reports to share them with key stakeholders.
Key features include surface real-time insights and drill into the data, increase visibility into initiatives that drive results, create custom dashboards, uncover data patterns, automate team workflows, and more. It sets, tracks, and visualizes key KPIs to identify the most effective ways to manage deal pipelines.
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.
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.
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.
Ringy
Close More Sales with a Communications-focused CRM
iSalesCRM is a VOIP Text Marketing Automation CRM Software that helps businesses manage leads and automate marketing operations. The platform integrates with third-party applications and offers mobile access for lead management and notifications. ...
Maropost
Marketing Automation platform for multi-channel customer engagement
Maropost is a unified customer engagement platform that connects companies with their customers at every step of their journey. It is designed for enterprises looking to engage the audience with personalized messages across every channel to boost engagement and revenue. ...
It features data-driven marketing, unified cross-channel engagement, contact lists, shopping cart solutions, customer management, payment gateway integration, commerce analytics and integrations.
It supports every stage of the customer lifecycle by setting campaigns and content on autopilot to deliver an outstanding customer experience. It connects customer data from different channels into a powerful profile that helps to understand each customer’s lifetime value. It provides customer’s marketing activity in a single view and offers detailed reports on conversion rates, repeat customer and revenue loss due to abandoned carts.
itracMarketer Platform
Email & Marketing Automation CRM Platform to improve and grow business.
itracMarketer is an Email and marketing automation CRM software that helps to improve and grow the business, grow a deeper connection with the audience, manually execute repetitive tasks and processes that drive the marketing and sales results, lead to a high number of visitors and conversions of those visitors into contacts and so on. It helps to enter new markets, improve ROI and grow market share. ...
itracMarketer develops innovative online marketing solutions providing the marketers the capability to stay on top of simple or complex business requirements and challenges while delivering results and measurable success. It offers turnkey self-service solutions in email marketing with CASL compliance, marketing automation, sales CRM, social media integration, web analytics, lead management and more. It helps to develop easy-to-use and effective solutions that drive customer results.
Some of its features include engaging emails with personalization and advanced features, track customers, score leads and manage all marketing, sales and customer service activities, schedule and publish to social media channels, build local engagement through corporate-created content and more.
Act-On
An automated Growth Marketing Platform
Act-on is a Marketing Automation software which enables Marketing professionals across industries such as Banking, Wealth Management, Insurance, Manufacturing, Technology and agencies to build effective marketing campaigns that achieve higher Return on Investment (ROI) ...
It is primarily used to bring in new customers and engage effectively with existing ones, using e-mail, call, sms, webinars, website and social media channels.
Act-on hepls to create personalized automated mail campaign, using predictive e-mail technology. By using AI-driven content recommendations on the website, right content is delivered at the right time to the website visitor and ensures better engagement. The campaign reports are available in interactive dashboards using BI & data visualization, which helps to derive better business insights
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.
Keyhole
Hashtag Tracking for Twitter, Instagram and Facebook
Keyhole is a real-time hashtag tracker tool for marketers, using Twitter, Instagram and FB. Its visual dashboard is simple and shareable with clients. Keyhole brings clarity to social media metrics by delivering actionable, easy to understand data to brands, journalists and marketers. ...
Keyhole features include sophisticated ad campaigns tracking & measuring tools, brand reputation & competitor monitoring, event insights to capture in real-time social and digital impact, influencer impact measuring. Keyhole’s API allows to track conversations about any topic: be it a brand, product, hashtag or campaign by creating and managing real-time hashtag and keyword trackers on your end.
Keyhole was built to deconstruct the conversation behind the campaign’s hashtag and help measure and share performance in seconds. It helps influencers increase engagement through recommendations on how to optimize posts and posting time and help maximize influencers’ influence. By growing engagement with Keyhole’s customized engagement recommendations, and then engage with followers and brand mentions to convert more leads.
LionDesk
Cloud-Based CRM & Communications Tool for Realtors & Brokers
Liondesk is a cloud based CRM and Communication tool for retailers and brokers. It helps to acquire customers and enhance customer relationships. It helps to organize contacts, automate client ...
Its features include Auto Drip Campaigns, Bulk Text Messages, Video Communication, Task Reminders, AI Lead Assist, Multiple Pipeline Transaction Management and much more. It provides integration with all leading business tools.
Campaign Monitor
Powerful email marketing software with drag-and-drop simplicity
Campaign Monitor is a cloud based email marketing tool used by entrepreneurs to design and send newsletters, manage new subscription and, promote and enhance customer base. The primary features ...
WYSIWYG Email Editor.
The platform offers pre-defined templates which the users can customize for their own brand and use it for the relevant marketing campaign. It also supports engagement-based segmentation to ensure distribution of right content to the relevant contacts.
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.
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.
OptifiNow
Marketing Automation, Lead Management
Elevate your business with OptifiNow—the all-in-one CRM built for mortgage lending. Tailored for retail, consumer direct, wholesale, and correspondent channels, our platform boasts robust LOS integrations, integrated email/SMS marketing, and exclusive White Glove service, offering daily system management, unlimited training, and custom solutions. Reduce costs, enhance efficiency, and gain a long-term partner invested in your success. OptifiNow—the only CRM marrying cutting-edge technology with personalized support—crafting success through understanding, customization, and proactive responsiveness. ...
UNIQUE VALUE PROPOSITION
- CRM designed for all types of mortgage channels: retail, consumer direct, wholesale, correspondent
- Robust LOS integrations
- Integrated email, SMS, and collateral marketing
- Every client gets a unique instance of the CRM for unlimited customizations
- White Glove service includes daily CRM system management, weekly client meetings, unlimited training, data management services, custom software development, custom integrations, quarterly system reviews, best practices
WHY A LENDER SHOULD CARE
- Reduces the cost and complexity of implementing and maintaining a CRM platform
- Provides an all-in-one sales and marketing solution that integrates sales, marketing, and operations into a powerful and versatile tool
- Incredibly flexible solution that can support all types of mortgage lending channels: retail, consumer direct, wholesale, and correspondent.
- Incredibly flexible solution that can support all types of loan products: forward, reverse, home equity, Non-QM, private lending
- Experienced and agile vendor that can support virtually any type of integration from any vendor
- Lenders need a long-term partner like OptifiNow in order to be successful with a CRM platform.
- Because OptifiNow is the only vendor that invests in their clients to ensure maximum usability, adoption, and value
WHAT MAKES US THE BEST IN THE CRM CATEGORY
- OptifiNow is the best CRM because of our unique combination of powerful technology and White Glove service.
- We’re the best because we have extensive experience in the mortgage industry
- We’re the best because we take the time to understand how our clients operate
- We’re the best because we customize our CRM to meet the precise needs of our clients.
- We’re the best because we are experts at integrations and can build a robust tech stack that streamlines a mortgage lender’s sales and marketing process
- We’re the best because we listen and respond quickly to our client’s requests
- We’re the best because we proactively help our clients make the best use of our CRM
SalezShark
Customer Relationship Management with end to end sales and marketing automation
SalezShark is a Customer Intelligence platform, equipped with the end to end sales and marketing automation features to help reap maximum productivity. It helps to improve ROI and increase sales and revenue. ...
SalezShark is a cloud-based automation tool that assists companies to get real-time insights, improve lead conversion, and deliver omni-channel customer support. It helps to nurture client relationships through every sales stage. Its unique relationship cloud enables to understand customers, and meet organizational goals in much lesser time.
Some of the key features of SalezShark include lead management that helps to acquire all the client information under one roof for easy tracking and management, email marketing to drive sales and ROI for the business, relationship intelligence for a mutual relationship of users internally and socially to help turn leads into prospects and win deals more efficiently 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.
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.
Higher Logic Thrive Marketing
Marketing Automation delivering personalized content and targeted communications
Higher Logic Marketing Automation is a tailored email communication that helps in delivering personalized content and targeted communications to keep the audiences coming back for more.It helps in creating custom campaigns, using pre-built templates, automates workflows delivering a personalized journey to every recipient, and send the most relevant content to the audience with guided messaging prompts. It tracks interactions with the email and website content, leverages data-driven insights to identify the most engaged contacts and also integrates directly with the CRM or AMS. ...
Some of its features include robust reporting tools, track performance across multiple channels, effectively measure conversions and campaign impact at every stage, builds reports providing key metrics, automates workflow and so on.
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.
SocketLabs
Email Delivery Services, API, SMTP, & More
SocketLabs provides email delivery services for marketing and transactional emails. Reliable and scalable solutions are offered for businesses.
Brandwatch Consumer Research
Brandwatch | Consumer Research | powerful listening platform
Brandwatch Consumer Research is an AI-based consumer intelligence platform, helping the brands and agencies to make insightful, data-driven business decisions. It helps to grow market share and acquire customers. ...
Consumer Research provides instant access to the largest archive of consumer conversations which helps in decision making with the contents needed at times. It helps to get the right information to the right people in the right format.
Consumer Research collects data from APAC regional sites and creates channels to monitor specific Twitter, Facebook, and Instagram accounts. It also helps to find insights, creates automated reports, email alerts, export data to merge with other data sets, integrates with the partners to cover a range of social media management needs and many more features help to collect, categorize, analyze, and make tangible changes using insights.
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.
ContactMonkey
Internal communications and employee engagement software with email tracking, scheduled sends and other tools
ContactMonkey is an Internal email communication software that enables improving workplace communications and employee engagement. It can be used by enterprises and businesses of all sizes. ...
ContactMonkey features include drag and drop email templates, employee engagement surveys, Outlook and Gmail Integration, and Email tracking and analytics. The Outlook and Gmail email template builder enables selecting from the library of templates which can be customized for company branding and guidelines. It also includes employee engagement surveys using pulse surveys, emoji reactions and comments.
Email tracking and analysis feature enables real-time tracking on email open or link-click, sending of mass personalized emails using mail-merge and planning and scheduling in advance for sending later. Dashboard analytics provides insights on team performance and other metrics.
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.
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.
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.
NetBase Quid
Next generation consumer and market intelligence platform, delivering contextual insights to reveal business trends
Netbase Quid is a Consumer and Market Intelligence platform. It provides real time consumer insights across the organisation, from the brand and digital marketing, public relations, product management to consumer care. It provides real-time, fast and accurate social media analytics that help the companies grow their business. It is suitable for small, midsize and large brands and marketing agencies. ...
The primary features include social media monitoring, brand health monitoring, campaign performance measurement, dashboards and reports. NetBase Quid helps companies manage their brands, and understand their customers in order to build a better and lasting relationship. It monitors posts from social media and captures what people are saying about brands. It can understand sentiments behind written text through its Natural Language Processing (NLP) engine. This allows the system to reveal consumer information such as attitude, willingness to purchase and needs.
The NetBase Quid platform processes millions of social media posts daily for actionable business insights for research, marketing, PR customer service, sales, and product innovation. It offers businesses foresight and real-time social information to stay "in the loop" and fuel action for their brands.
Blackbaud Raiser's Edge NXT®
Fundraising & Donor Management Software - Raiser's Edge NXT | Blackbaud
Blackbaud Raiser's Edge NXT is an integrated, cloud-based fundraising and relationship management solution for nonprofits. It helps to increase sales and revenue and acquire customers. Raiser's ...
Its features that help to drive fundraising efforts include identifying true growth opportunities to reach more supporters by inspiring and motivating them, spending more time focusing on missions by streamlining data, reporting, and administrative processes.
CINC
Real Estate Lead Generation and CRM Platform to nurture clients and monitor their business
CINC is a real estate lead generation platform that includes a website, CRM, and brokerage management tools. CINC puts its focus on brokerage tools, including agent accountability. It provides solutions such as lead generation, lead management, lead nurturing, lead conversion, and client retention. ...
CINC's product line includes 'CINC Pro' - an end-to-end solution for lead management, 'CINC pro Agent' - for individual agents, 'CINC pro-Enterprise' - and enterprise solution for brokerage firms, and 'CINC Pro Lender' - a management solution for lenders. Additionally, the company also offers mobile apps such as CINC Agent, Open Houses, and Etta Homes. Its mobile app is available for both Android and iOS devices.
CINC Pro’s dashboard enables managers to manage the leads and communicate with clients using predefined templates. These templates can be used to create drip campaigns, mass texts and emails. The solution also offers custom subdomains for individual performance tracking of team members in a graphical format. Workflow automation allows the marketing manager to organize and keep a track of follow-ups due for customers. It offers integration with Velocify, Bomb Bomb and Infusionsoft.
Resulticks
Omnichannel Marketing Automation
Resulticks is a real-time conversation marketing cloud that changes the marketing solutions landscape for customer experience, acquisition of a customer, and brand loyalty. It helps businesses of all sizes target audiences and generate leads through real-time engagement with clients. ...
Resulticks enables marketers to prepare campaigns for various communication channels including phone, email, social media, and digital assistants based on customer behaviour, location or interest. Resulticks helps managers monitor customer actions and collect insights from every owned, earned and paid media asset such as landing pages, social ads, email alerts for planning future campaigns. Additionally, team members can trigger automated responses and prioritize client communications to nurture leads. Key features include conversion tracking, customer profiling, predictive analytics, and campaign performance management.
Resulticks offers API-based integration which lets users connect the system with third-party applications, letting them synchronize data and drive targeted campaigns. Resulticks enables real-time and dynamic responses by providing an engine that leverages machine learning for the purpose of maximizing the impact of marketing messages and sustaining continuous conversations.
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.
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.
Vantage Amped
Amped | allow you to automatically capture data and get instant insights......
Vantage-amped's tools capture data automatically and provide instant insights. Sales information, activities, and deals are organized for increased efficiency and faster closures.
Alkami
Platform for all retail and business needs
Segmint increases ROI by 13X for financial institutions through real-time data and personalization. Marketing campaigns are transformed into profit by leveraging digital banking insights.
