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Lasso CRM: Reviews, Testimonials and Expert Opinions
(507)Lasso CRM for Home Builders and Real Estate Developers
Top 47 Lasso CRM Alternatives : 2025
Less Annoying CRM
Simple Contact Management for Small Business
Less annoying is a CRM tool designed for small businesses to help manage contacts, track leads, and follow-ups. The platform helps in contact management by offering a single screen to access ...
The platform is hosted on cloud, making it easy to access information from any device without syncing or installing. Also, it automatically installs updates.
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.
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. ...
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.
FLG
Online CRM for SMEs that manage leads and automate customer touchpoints
FLG is an online CRM software that helps to manage leads and automate customer touchpoints without changing the sales process. It helps small to large enterprises manage leads and streamline communication with customers. ...
It gathers leads from any source, bulk imports, automated intelligent workflows, track contact preferences and consent, secure cloud-based SaaS platform, integrations with diallers and telephony services to save call notes and recordings, personalized follow-up sequences, contact around appointments and events, automated onboarding processes, and more. It creates personal connections with customers, keeps costs down and maximizes productivity using powerful automation tools, and gains a deeper understanding of business and learn how to improve it.
Key features include multi-channel customer contact, appointment scheduling, automated workflows, marketing automation, integrations, bulk data imports and updates, compliance management, reporting, and more.
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.
BoldTrail
Real estate platform with next-gen solution for modern brokerages and enterprises
kvCORE, trusted by over 250K top teams and agents, is a top-rated real estate platform. It drives results and powers entire businesses with next-generation technology.
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.
Funraise
The Best Nonprofit Fundraising Solution
Funraise simplifies nonprofit fundraising with innovative features and tools, making it easier than ever. Nonprofits are empowered to enhance their fundraising efforts effectively.
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.
LeadSquared Mobile CRM
Simple Mobile CRM to run your entire field sales operations
Leadsquared Mobile CRM is a mobile software targeted at Sales across all industry verticals which require to manage their field team's efficiency and build a highly productive field workforce. It ...
Leadsquared Mobile CRM has features such as field force management, field force automation, field force tracker, and reports. Automated day plans are generated and intelligent up / cross-sell signals are recommended to field sales agents.
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.
noCRM.io
noCRM | Lead management software that really helps salespeople
noCRM is a SaaS lead management software that allows sales rep to create leads in seconds and manage their sales cycle from end to end. This is an easy to use sales management tool designed to help your sales team convert more leads. ...
It features built-in lead capturing, activities & status loop, customizable sales pipeline, built-in prospecting, team management, collaboration, statistics & reporting, customization, post-sale process, integrations and customer support.
It supports to drive more sales with smart features that eliminates the need for time-consuming training sessions. It allows to organize your sales process with a completely customizable sales funnel. It provides sales forecasting report, track performance, key sales metrics and in-depth insights into your business.
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.
Kommo
Empower your team to sell more effectively
Kommo is a messenger-based sales and marketing CRM for sales, and marketing teams to boost sales, enhance customer engagement and increase revenue. Kommo helps sales teams to synch data from all ...
Kommo comes with popular messenger apps: Facebook Messenger, Instagram, Skype, WeChat, Telegram and more. It offers an AI chatbot that’s enhanced with natural language processing, it can detect lead or customer’s intentions during the conversation, and then respond with pre-made templates and workflows. You can build your own chatbot with zero code, amoCRM integrates with email services, VoIP telephony, lead forms, payment processors and dozens more built-in integrations.
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.
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.
Follow Up Boss
Real Estate CRM and Lead Management Software to deliver an incredible customer experience
Follow Up Boss is a real estate CRM and lead management system that allows automatic distribution and follow up leads from over 200 different lead sources. It helps real estate teams, make the sales process, and follow up as efficient and effective as possible. ...
Follow Up Boss optimizes core sales activities for real estate agents and teams to help them set more appointments and close more deals with their leads, past clients, and sphere of influence. Laser-focused on lead generation, conversion, and follow-up, the system is designed to push its users to be the fastest and most organized real estate agent around.
The key features of Follow Up Boss are Email Integration, Sales Forecasting, Application Integration, Custom Fields, Lead Scoring, Sales Analytics, Campaign Management, Tracking Pixel, Company Number, Action Plan, and more. It integrates with existing contacts and dozens of email lead sources.
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.
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.
Lone Wolf Front Office (formerly Propertybase)
Real Estate CRM and Marketing Platform
Propertybase offers a full-service real estate platform for brokerages and teams, including CRM, web design, marketing, lead generation, and back office solutions. A demo can be requested.
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.
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.
MarketSharp
CRM Software for Contractors, Remodelers, and Home Improvement Professionals
MarketSharp is a CRM software that is designed specifically for home improvement professionals, contractors, and remodelers. It helps to generate more qualified leads, track important customer interactions, maximize sales opportunities, shorten production timelines, create satisfied customers, and have complete visibility into the profitability of business. ...
It offers a data-driven solution for contact management, lead generation and management, appointment scheduling, and sales workflow to improve the overall performance of contractors’ team of sales persons. It offers an interactive calendar that can be used to schedule and manage sales calls, project timelines, visits and employee time offs. MarketSharp offers document and job image attachments to help businesses schedule crews and automate workflows to increase customer satisfaction. Customizable reports are available to measure performance and results, and all data is updated in real-time.
Key features include generating more leads, converting more sales, improving productivity, streamline project management, maximize reputation management and know your numbers. MarketSharp facilitates integration with various third-party applications such as One Click Contractor and Leap, allowing users to create proposals and product estimates using mobile devices.
Prophet CRM
The Outlook CRM for Sales and Marketing Professionals
Prophet CRM is a CRM embedded within Outlook and tracks activities automatically which lets everyone access the information they need without having to leave Outlook. The solution enables multiple sales teams to unify their emails, contacts, calendar details and communication records within a single application. ...
Prophet CRM automates tracking of Outlook-based emails, meetings, contacts, and calendar invites on a daily basis. With a single Outlook interface, users can directly work with one application and track activities in the sales pipeline. The solution provides valuable insights into the sales process along with the ability to track winning and losing leads.
With Prophet CRM dashboard, salespersons can track engagement with their clients, view their pipeline and scheduled tasks, set follow-ups, prioritize tasks and configure reminders for critical milestones during the sales pitch.
Method CRM
The most customizable CRM for QuickBooks
Method:CRM is a CRM platform that integrates with QuickBooks for real-time, and helps sales professionals to view and manage sales opportunities and leads. It helps to acquire customers and increase sales and revenue. ...
Method:CRM provides effective lead management, from the first point of contact to first purchase. It automates lead captures and saves new prospects directly to CRM, simplifies lead tracks by recording interactions, schedule follow-ups, and assign tasks to teammates, and checks the status of each deal to focus on the ones that matter most and close more sales.
Its features include the QuickBooks CRM to get the perfect CRM for the unique business needs, sync leads to QuickBooks when they become paying customers, provides a complete view of the customers to keep them coming back, and so on.
PlanPlus Online
A Productivity System for Leaders and High Achievers
PlanPlus Online is a Productivity Software System for Leaders to help plan, execute, and achieve goals. It is built for professionals and agents working in real estate, finance, and insurance, enhancing their productivity by fusing the highly renowned Franklin Covey business planning methodology to the web, a business practice that focuses on effectively managing time and clients. ...
PlanPlus Online combines a proven productivity engine used by over 15 million people with a powerful Customer Relationship Management system with collaboration, sales, marketing, and project management features. It carries a variety of tools that will help users cover major business management facets, ranging from sales automation, CRM, email marketing, collaboration, project management, customer support, and website integration. PlanPlus Online’s Sales Force Automation (SFA) Process Builder provides a default template that can be used or can modify it to match a specific process.
PlanPlus Online features include digital sales assistant, custom sales dashboards, custom layouts with ideal client profile, create a scalable sales system, lead management with lead scoring, personalized activities on the prioritized daily task list, and more.
Capsule CRM
Build stronger customer relationships, make more sales and save time.
Capsule a CRM platform helps businesses stay organized, know more about the customers, build strong relationships, and to make the most of sales opportunities, all while minimizing user input. It helps to increase sales and revenue and enhance customer relationships. ...
Capsule also helps to tailor the system to meet the needs of different businesses, including custom fields, tags, and branding options. It also integrates with a range of leading small-business solutions for customer support, email marketing, document management, and accounting.
Its features include creating and managing a list of contacts, create tracks to match the business processes, easily track sales opportunities, insightful reports of sales performance, capturing the right information with custom fields to match the brand, and many more.
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.
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.
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.
TRIBUS CRM
Custom Real Estate Brokerage CRM: TRIBUS CRM
Tribus-crm offers customizable solutions tailored to the unique needs of each brokerage and agent. TRIBUS CRM ensures the inclusion of necessary features for optimal balance.
