Home CRM Gold-Vision CRM Gold-Vision CRM Alternatives
Gold-Vision CRM: Reviews, Testimonials and Expert Opinions
(1073)A complete CRM solution, highly configurable and scales in-line with business needs.
Top 47 Gold-Vision CRM Alternatives : 2025
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.
NetHunt CRM
Simple, yet powerful CRM for small businesses
NetHunt CRM is a customer relationship management (CRM) software solution purpose-built to work closely with Gmail accounts and Google applications. It enables businesses to manage interactions and records directly from the inbox. ...
NetHunt CRM allows users to turn G Suite into a unified CRM hub, making it easy for users and their team to handle sales and marketing campaigns as well as customer support efforts without relying on a separate business system. It generates leads via email, chat messages and social media and provides all CRM updates through these platforms.
NetHunt features include data import, shared conversations, integration with G Suite, one-click leads capture, extensive customization, duplicates management, email templates, pipeline management, organized customer base, and more.
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.
ServiceM8
Field Service Software
ServiceM8 simplifies job management from customer calls to invoicing and payment. Staff and clients are efficiently handled through estimates, scheduling, and on-site services.
Memberplanet
Provides dynamic solutions, including powerful API integrations, to create a seamless experience
Memberplanet offers dynamic solutions and powerful API integrations for a seamless organizational experience. Organizations benefit from streamlined management and enhanced functionality.
Salesflare
Intelligent sales CRM for small businesses
Salesflare is a CRM software for small businesses selling B2B. It helps to increase sales and revenue and acquire customers. Salesflare platform does data input by itself to focus on more sales. ...
Salesflare assists to follow up every opportunity at the right time in the right way, collaborate more efficiently on customer conversations, integrate with the apps that are in use and many more.
Jobnimbus CRM
JobNimbus: Simple CRM and Project Management Software
Jobnimbus CRM is an integrated customer relationship management (CRM) and project management solution designed to help businesses track leads, jobs, and tasks. The cloud based platform provides ...
The tool allows integration with google calendar, companycam, Beacon, eagleview, quickbooks, zapier to name a few. Also, it offers two way sync with Google Calendar, providing visibility on JobNimbus tasks from anywhere.
Eway CRM
The Best CRM Software for Outlook
Eway CRM is a Microsoft Outlook plug-in with a client-server architecture that uncovers the full potential of Microsoft Outlook. It quickly creates leads/projects from emails, also with integrated mail merges that help to manage customer relationships, track projects, and tasks and work as a team. ...
It helps to Access clients, projects, business opportunities and customer communications right from the CRM for Outlook and automatically captures the contact information and files the email. Also, helps to track post-sales activities and automatically copy all communications. It is even accessible on web browsers.
Some of its features are synchronized with the smartphone, automatic email tracking, all deals and leads in one place, integration with web forms and lead generating tools, marketing emails right inside the CRM, and so on.
Commence
Customer Relationship Management (CRM) Software
Commence is a cloud-based customer relationship management(CRM) solution that caters to small businesses and helps them to manage communication with existing and potential customers. It helps customers enhance sales by automating sales and customer relationship management. ...
Commence offers various software technologies for the front office business processes, and specializes in cloud-based customer relationship management and business process automation software. It has a streamlined onboarding process, enables businesses to strike just the right balance, and supports a powerful dashboard that provides a snapshot of activities throughout the organization.
Commence provides a full set of tools that encompass contact management, lead management, sales opportunity management, activity management, marketing campaign management, customer service, project management, and more. The seamless ecosystem allows insight into every customer and leads interaction across the organization with powerful analytics and reporting features.
C2CRM
Flexible CRM that manages client relationships throughout the sales cycle.
C2CRM is a comprehensive enterprise CRM solution designed to integrate sales and marketing automation with customer service into one seamless, collaborative operation for small to large market customers. ...
C2CRM is built on a platform that leverages the latest technology offering a rich graphical experience in a simple to use web browser interface. The application is an all-inclusive approach to earning and keeping loyal customers, leading to increased profitability and market leadership. Its mobile app interface allows for similar functionality to the desktop version of the software.
C2CRM consists of four modules that integrate to provide a comprehensive CRM solution: Relationship Management, Sales Automation, Marketing Automation, Customer Service, and Mobility. The Marketing Automation allows marketers to plan, automate, and measure marketing campaigns. The C2CRM software provides all the logic users need to effectively manage business relationships as well as a mobility component to keep the sales team informed while on the move. Customer Service, and Mobility ticketing system, combined with knowledge base, allows teams to immediately react with the right responses to customer concerns.
Salesmate Sales CRM
Sales CRM Software for Growing Sales Teams
Salesmate is a sales CRM platform that enriches customer interactions, boosts sales productivity and helps win more deals. It helps to manage sales & revenue, save time and acquire new customers. ...
Salesmate is an intelligent sales CRM which helps sales reps to be more productive, increase their sales and engage deeply with their customers. Salesmate helps businesses close more deals faster.
Salesmate easily captures contacts, enrich them, track all conversations and activities, and have informed conversations with better insights, uses sales activity tracker to plan ahead, track activities and automate sales process steps. It improves on entire sales funnel by using interactive, pre-built, and customizable sales reports. These features help Salesmate in converting the team into a top-selling squad.
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.
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.
Daylite
Combines the power of a CRM, Project Management App, and Lead Management app
Daylite is a CRM that helps small businesses run smoother. It manages leads, clients, and projects all in one place and wins more business and get more done all with less stress. It helps to acquire customers and increase sales and revenue. ...
Daylite combines the power of a CRM, Project Management App, and Lead Management app all into one where everything is organized and shared with the team which helps to save time and increase productivity. Daylite helps to stay in touch and on top of every client. Organize all communication, details, and follow-ups in one place. It also organizes all the people, conversations, details, and next steps in one place.
Some of its features include email integration, keep a chronological history of emails, calls, and meetings, manage sales opportunities through their lifecycle, manage client or internal projects individually or as a team, create follow-ups and to-do lists with reminders, due dates, notes, and priority, controls which users and teams can see and access sensitive information and many more.
Copper
CRM Software Built for Google & G-Suite
Copper is a CRM software for small, mid-sized and enterprise companies to manage sales leads to improve customer relationship and grow business. The CRM is built on G Suite, enabling users to integrate all information associated with G Suite is made accessible from one place. ...
It is primarily used to improve sales productivity, collaborate and manage tasks efficiently and integrate with all G Suite products
Sales productivity features include lead management, contact management, visual pipeline management. Task management includes ready-to-use e-mail templates, e-mail sync and notifications. Collaboration tools include workflow automation with integration options available
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.
Infoflo CRM
A CRM Software, receive a feature-packed Contact Management System
InfoFlo CRM is a CRM Software. InfoFlo provides affordable customer relationship management software designed to improve business productivity. InfoFlo gives users the opportunity to focus less on their CRM and more on their business. With a central, easy-to-use interface, the platform allows businesses and staff to easily manage all customer relationships so that all important information can be accessed at a glance. ...
InfoFlo’s core features, like email marketing, appointments and meetings, project management, Skype and Outlook integration, and task management, all which can be shared amongst team members in real-time. InfoFlo will work with clients to build a CRM that’s customized for their business size and needs.
The solution can be utilized by small to midsize B2B companies in a variety of industries including accounting, software, construction, real estate, healthcare and more. InfoFlo gives clients access to training tools and videos on their website, as well as providing customer support through an online ticket system.
DonorPerfect Fundraising Software
Fundraising Management Activities in DonorPerfect
DonorPerfect Fundraising Software is a full-featured donor management CRM that empowers to achieve the goals of an organization helping them raise money, save time, and grow their community of supporters using smart fundraising solutions and data-driven best practices. It helps to organize the efforts, reduce administrative tasks, and pinpoint the success of every fundraising event hosted. ...
DonorPerfect makes it easy to get the word out and personalize messages about the cause which helps to stay in touch with donors and promote continued support. It helps to grow the database of donors, increase giving, and retain donors year after year. DonorPerfect keeps track of all the constituent contacts by storing detailed information.
DonorPerfect’s Growth Tracks focus on Online Fundraising, Crowdfunding, Donor Retention, Event Management, Donor Prospect Research and many other areas that are key to nonprofit fundraising success.
Mailup Email Marketing
Marketing solution for creating quality relationships with customers.
MailUp a Marketing Automation platform that supports Email Marketing and SMS Marketing. Its email marketing platform is a powerful, scalable, and integrated marketing solution for creating quality relationships with customers. It is suitable for marketers and agencies and e-commerce companies to engage with their customers and run effective email campaigns. ...
Mailup automates cross channel workflows with easy to use drag and drop interface. It provides advanced segmentation filters to send the right content at the right time to each recipient. It supports guaranteed delivery with high reliability which is best in class. Mailup integrates with external databases, CRM, ERP, business intelligence systems.
Mailup allows to create professionally designed email campaigns that are optimized for mobile and tablets. MailUp is one working platform for all marketing activities related to Email, SMS and Messaging Apps. It supports sending upto 200 high quality SMS per second. With dynamic fields, user an personalize SMS based on contacts' activities, interests and personal information.
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.
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.
Spotler CRM
The CRM That Grows With Your Business
Really Simple Systems CRM includes all essential sales and marketing features in an easy-to-use platform. Spotler CRM offers a powerful and integrated solution.
SalesNexus
Enterprise CRM and marketing automation Platform
SalesNexus is an all-in-one CRM, SMS, & Email Marketing Automation designed specifically for sales teams keeping it simple for users and less expensive for the business. It makes selling easier, faster, and more effective. Create emails and automatic, ongoing campaigns for every segment and also validate and build sales and generate warm sales leads. ...
It helps to manage the sales pipeline, past orders, and sales performance. Provides email automation, email designs, and lead nurturing ensuring that the new leads are automatically transferred into SalesNexus and converting the lead list into customers with automated alerts to sales.
SalesNexus features are: Manage contacts and companies, Schedule and delegate tasks and retain a history of all of them. Add notes and track relationships, create leaderboards, sales activity reports, instant management visibility into all customer interactions and more.
Claritysoft CRM
CRM Software for Customer Relationship Management
Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation, and social CRM within a single solution. It helps to enhance customer relationships and increase sales and revenue. ...
Claritysoft’s helps organizations deliver outstanding customer experiences and helps the clients do more, with intuitive technology and a strong focus on the end-user experience. Companies use the software to turn prospects into customers and customers into advocates.
CRM features help to grow the business while operating more efficiently. Some of them include managing and sharing all the accounts from one place, share and track contact information across the organization, create and send branded professional emails to customers, qualify and convert leads into accounts, contacts, and opportunities and many more.
Solve CRM
Solve - Productivity CRM for Web, iPhone iPad and Android
Solve CRM is a cloud based CRM integrating with G Suite and can be deployed in industries such as Realty, Finance, Consulting and more. The software provides activity templates for automating ...
Solve CRM provides activity reports that provide status of activities, to-do lists, opportunities reports and team calendars. The secure workgroups feature enables permission based access to CRM data. It is also available as a mobile application.
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. ...
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.
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.
Yesware
All-in-One Toolkit for Sales Professionals with personalized outreach resulting in increased sales and customer engagement
Yesware is a sales software that allows you to easily connect with buyers, schedule meetings, follow up effectively and deliver more business. It is suited for sales team of any business who are looking for easy to use sales engagement software with Enterprise-Level Security. ...
It is used to simplify sales engagement through productivity tools and also provide reporting and analysis on Email activity, Recipient Engagement, Personal Tracking, Template, Campaign Dashboard and Salesforce.
The software features email tracking, template sharing, create multi-touch campaigns, Salesforce integration and LinkedIn Sales Navigator to create authentic connections right from your inbox.
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.
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.
Saleshandy
Email Tracking & Scheduling, Mail Merge, Auto-Followup & Email templates to boost sales teams productivity and increase sales and customer engagement
SalesHandy is a sales engagement platform that helps to engage smartly with prospects and close more deals. It helps to increase sales and revenue and improve efficiency. SalesHandy enables to ...
Its features include email tracking and scheduling, mail merge, auto-followup, and email templates to boost sales teams productivity.
Keela
The Fundraising CRM for Nonprofits
Keela is donor management and fundraising platform that offers strong tools to expand the audience, generate more money for the cause, and build a lifelong community of supporters. Keela manages contributors and cultivates connections with ease. Designs donation pages to increase online giving, sends email marketing campaigns and has access to statistics and analytics that can aid in data-driven decision-making. ...
Keela unifies fundraising and donor communications empowering nonprofits to improve donor relations through targeted, multi-channel approaches. Keela prioritizes people over profit and never forgets the commitment to the communities in which they operate. Keela engages, inspires, and ultimately drives the supporters to action resulting in strong donor relationships and smarter fundraising.
Features include donor management in Keela’s CRM database, online fundraising tools to convert inspiration into action repeatedly, nonprofit communication tools for unlimited personalized communications via email or direct mail, relationship tracking, automatically updated info, dashboard and analytics, marketing automation and so on.
Donor Tools
Simple donation management?
Donor Tools is online giving and donation management software for non-profits, NGOs, and churches. Online donations can be accepted and tracked easily in Donor Tools.
Suitecrm
Opensource CRM for businesses
Suitecrm is an Open Source CRM software that provides a 360-degree view of customers and business. It serves the needs of small to large businesses. It helps businesses to boost conversions, turn leads into customers, and drive innovation in product development and customer care. ...
It provides users with highly actionable insights on which to base critical business decisions, actions, and strategies. It engages with their potential clients and existing customers at every point of contact and optimizes all opportunities that come along. It has all the features needed to accelerate business growth and provide exceptional customer experiences.
Key features include improving sales and growth pipeline, creating engaging campaigns to send marketing content and automate marketing tasks, reports module allows users to build, generate and manage reports, dashboards, 360-degree view of customers and more.
Redtail CRM
Web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations.
Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations. It helps to increase sales and revenue, enhance customer relationships, and improve efficiency. ...
Redtail is a subscription service and its CRM providers are priced per database, rather than per user. It offers free phone and email support, free webinars, extensive online help documentation/videos, and a popular traveling Redtail University that provides more in-depth training in a fun setting.
Redtail CRM features include workflow to create a trail of accountability for each task, integration with the industry partners, export of customed data tracked reports, customizable calendars, notes to capture the important history, and many more.
Prophet CRM
The Outlook CRM for Sales and Marketing Professionals
Prophet CRM is a CRM embedded within Outlook and tracks activities automatically which lets everyone access the information they need without having to leave Outlook. The solution enables multiple sales teams to unify their emails, contacts, calendar details and communication records within a single application. ...
Prophet CRM automates tracking of Outlook-based emails, meetings, contacts, and calendar invites on a daily basis. With a single Outlook interface, users can directly work with one application and track activities in the sales pipeline. The solution provides valuable insights into the sales process along with the ability to track winning and losing leads.
With Prophet CRM dashboard, salespersons can track engagement with their clients, view their pipeline and scheduled tasks, set follow-ups, prioritize tasks and configure reminders for critical milestones during the sales pitch.
Lasso CRM
Lasso CRM for Home Builders and Real Estate Developers
Lasso is a CRM software custom-built to make it easier for home builders, real estate developers, and sales and marketing agencies to convert more prospects into purchasers. It helps to improve ROI and enhance customer relationships. ...
Lasso helps in daily tasks and routines, communication, and building relationships with the prospects. It also helps in collaboration with progressive builders, developers, and agencies improving marketing and selling more homes.
Features of Lasso include capture leads, built-in email marketing, robust reporting, integrated sales process, connect with other systems via API, and many more.
PlanPlus Online
A Productivity System for Leaders and High Achievers
PlanPlus Online is a Productivity Software System for Leaders to help plan, execute, and achieve goals. It is built for professionals and agents working in real estate, finance, and insurance, enhancing their productivity by fusing the highly renowned Franklin Covey business planning methodology to the web, a business practice that focuses on effectively managing time and clients. ...
PlanPlus Online combines a proven productivity engine used by over 15 million people with a powerful Customer Relationship Management system with collaboration, sales, marketing, and project management features. It carries a variety of tools that will help users cover major business management facets, ranging from sales automation, CRM, email marketing, collaboration, project management, customer support, and website integration. PlanPlus Online’s Sales Force Automation (SFA) Process Builder provides a default template that can be used or can modify it to match a specific process.
PlanPlus Online features include digital sales assistant, custom sales dashboards, custom layouts with ideal client profile, create a scalable sales system, lead management with lead scoring, personalized activities on the prioritized daily task list, and more.
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.
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.
Maximizer CRM
SALES CRM SOFTWARE - PIPELINE MANAGEMENT
Maximizer CRM is a comprehensive, all-in-one solution which offers simple, accessible marketing, sales and customer care service tools to small and midsize businesses. It stores all customer information in one convenient, easy-to-use workspace, easily tailored to match the sales process. ...
Maximizer CRM features sales management, marketing automation, customer service and support and business productivity tools with integration with Microsoft products such as Outlook, Word, Excel and SharePoint. The solution's marketing automation application includes integrated campaign planning, email campaigns and marketing analytics. Users can target leads and customers and use list management capabilities to search and filter customer data by pre-defined criteria.
Maximizer CRM’s sales management feature includes sales team performance monitoring with the help of measuring criteria such as close and abandonment rate. Customers and prospects can be categorized per region, time zone, products purchased and other measures.
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.
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.
