cuspera logo CUSPERA

Lone Wolf Front Office (formerly Propertybase): Reviews, Testimonials and Expert Opinions

4.29 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(573)
(573)

Real Estate CRM and Marketing Platform

App Partner

Top 47 Lone Wolf Front Office (formerly Propertybase) Alternatives : 2025

Less Annoying CRM

Simple Contact Management for Small Business

4.78

Less Annoying CRM Icon

Less Annoying CRM

4.78
★★★★★
★★★★★
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.

Read more

Teamgate CRM

Sales CRM software to power your growth

4.75

Teamgate CRM Icon

Teamgate CRM

4.75
★★★★★
★★★★★
Sales CRM software to power your growth

Teamgate is a Sales CRM platform designed to strengthen the entire sales experience. It helps to increase sales and revenue and enhance customer relationships. Teamgate CRM system provides a ...

It collects leads from the landing pages, communication tools, identity, organizes, qualifies the lead effectively and also accelerates the visibility of the sales. Its CRM lead management software allows to plan activities; interact with the leads; and finally, convert leads to deals at the appropriate time. Its sales CRM drag and drop feature lets to move the deals through each progressive stage of the sales management process, easily, and visibly.

Read more

Floify

Mortgage Automation and Point-of-Sale

4.73

Floify Icon

Floify

4.73
★★★★★
★★★★★
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.

Read more

monday sales CRM

The Sales CRM Software to fit the Sales Cycle

4.72

monday sales CRM Icon

monday sales CRM

4.72
★★★★★
★★★★★
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.

Read more

AllProWebTools

Small Business Management Software

4.67

AllProWebTools Icon

AllProWebTools

4.67
★★★★★
★★★★★
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. ...

Read more

Salesflare

Intelligent sales CRM for small businesses

4.64

Salesflare Icon

Salesflare

4.64
★★★★★
★★★★★
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.

Read more

Jobnimbus CRM

JobNimbus: Simple CRM and Project Management Software

4.64

Jobnimbus CRM Icon

Jobnimbus CRM

4.64
★★★★★
★★★★★
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.

Read more

Eway CRM

The Best CRM Software for Outlook

4.63

Eway CRM Icon

Eway CRM

4.63
★★★★★
★★★★★
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.

Read more

Gold-Vision CRM

A complete CRM solution, highly configurable and scales in-line with business needs.

4.60

Gold-Vision CRM Icon

Gold-Vision CRM

4.60
★★★★★
★★★★★
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.

Read more

WORKetc

Business Management Software, Web based CRM, Project Management and Collaboration.

4.58

WORKetc Icon

WORKetc

4.58
★★★★★
★★★★★
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.

Read more

Giveffect

All-In-One Nonprofit Software

4.57

Giveffect Icon

Giveffect

4.57
★★★★★
★★★★★
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.

Read more

Intouch CRM

CRM system with full Sales and Marketing Features

4.56

Intouch CRM Icon

Intouch CRM

4.56
★★★★★
★★★★★
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.

Read more

BoldTrail

Real estate platform with next-gen solution for modern brokerages and enterprises

4.56

BoldTrail Icon

BoldTrail

4.56
★★★★★
★★★★★
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.

IXACT Contact

Real Estate CRM & Marketing Automation System to win more business

4.50

IXACT Contact Icon

IXACT Contact

4.50
★★★★★
★★★★★
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.

Read more

Funraise

The Best Nonprofit Fundraising Solution

4.49

Funraise Icon

Funraise

4.49
★★★★★
★★★★★
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

4.47

Market Leader Icon

Market Leader

4.47
★★★★★
★★★★★
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.

Read more

Virtuous CRM

Responsive Nonprofit CRM & Marketing Automation Platform

4.45

Virtuous CRM Icon

Virtuous CRM

4.45
★★★★★
★★★★★
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.

Read more

Buildout

Awesome Marketing for Commercial Real Estate

4.42

Buildout Icon

Buildout

4.42
★★★★★
★★★★★
Awesome Marketing for Commercial Real Estate

Buildout is a Marketing and Brokerage operations software used by Commercial real estate companies, for enhancing Marketing automation. Buildout supports the entire deal cycle process with back-end ...

Buildout enables creation of Custom branded marketing documents and emails. It also provides tools for forecasting on active pipelines and reports on closure timelines and prediction of commission info. Tools for processing deals and commissions enable efficiency in payments.

Read more

Wise Agent

Real Estate CRM Software to increase the productivity

4.42

Wise Agent Icon

Wise Agent

4.42
★★★★★
★★★★★
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.

Read more

Spotler CRM

The CRM That Grows With Your Business

4.42

Spotler CRM Icon

Spotler CRM

4.42
★★★★★
★★★★★
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.

SuperOffice

CRM for Better Customer Relationships

4.41

SuperOffice Icon

SuperOffice

4.41
★★★★★
★★★★★
CRM for Better Customer Relationships

SuperOffice is a scalable cloud CRM platform that provides all basic foundational capabilities to connect sales, marketing and customer service teams. It is used by operations team, business managers and people in multifunctional role. It helps to build long term customer relationships, and increase sales and revenue. ...

SuperOffice helps to keep all key customer information in one place – whether its contact details, emails, phone calls, documents or meeting notes. SuperOffice is seamlessly integrated with Microsoft Office 365, G Suite and major email applications such as Exchange, Outlook, Notes, Gmail and all IMAP based email servers. It provides document management, project management and mobile CRM.

SuperOffice features include creating a unique sales experience to improve the forecasting accuracy, manage pipeline, and close more deals, deliver communications to the subscribers based on their interests and needs, and provide a personalized and individual experience that the customers deserve.

Read more

SalesNexus

Enterprise CRM and marketing automation Platform

4.40

SalesNexus Icon

SalesNexus

4.40
★★★★★
★★★★★
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.

Read more

Soffront

Soffront - Digital Marketing Company

4.40

Soffront Icon

Soffront

4.40
★★★★★
★★★★★
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.

Read more

Continue To Give

Non-profit Software to engage with the community

4.40

Continue To Give Icon

Continue To Give

4.40
★★★★★
★★★★★
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.

Read more

Solve CRM

Solve - Productivity CRM for Web, iPhone iPad and Android

4.39

Solve CRM Icon

Solve CRM

4.39
★★★★★
★★★★★
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.

Read more

Kommo

Empower your team to sell more effectively

4.39

Kommo Icon

Kommo

4.39
★★★★★
★★★★★
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.

Read more

Ringy

Close More Sales with a Communications-focused CRM

4.39

Ringy Icon

Ringy

4.39
★★★★★
★★★★★
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. ...

Read more

Apptivo

Cloud Business Management Software Suite

4.38

Apptivo Icon

Apptivo

4.38
★★★★★
★★★★★
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.

Read more

ClientLook

Commercial real estate CRM

4.36

ClientLook Icon

ClientLook

4.36
★★★★★
★★★★★
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.

Read more

Follow Up Boss

Real Estate CRM and Lead Management Software to deliver an incredible customer experience

4.35

Follow Up Boss Icon

Follow Up Boss

4.35
★★★★★
★★★★★
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.

Read more

LionDesk

Cloud-Based CRM & Communications Tool for Realtors & Brokers

4.34

LionDesk Icon

LionDesk

4.34
★★★★★
★★★★★
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.

Read more

Karma CRM

karmaCRM | Fully customizable solution for building better customer relationships through clarity and efficiency

4.33

Karma CRM Icon

Karma CRM

4.33
★★★★★
★★★★★
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.

Read more

Bigcontacts CRM

BIGContacts | CRM and email marketing app for small businesses

4.30

Bigcontacts CRM Icon

Bigcontacts CRM

4.30
★★★★★
★★★★★
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.

Read more

Keela

The Fundraising CRM for Nonprofits

4.26

Keela Icon

Keela

4.26
★★★★★
★★★★★
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.

Read 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.

4.21

Redtail CRM Icon

Redtail CRM

4.21
★★★★★
★★★★★
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.

Read more

Prophet CRM

The Outlook CRM for Sales and Marketing Professionals

4.20

Prophet CRM Icon

Prophet CRM

4.20
★★★★★
★★★★★
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.

Read more

Method CRM

The most customizable CRM for QuickBooks

4.19

Method CRM Icon

Method CRM

4.19
★★★★★
★★★★★
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.

Read more

Salesseek

SalesSeek: Sales CRM, Marketing, and Customer Success Platform

4.18

Salesseek Icon

Salesseek

4.18
★★★★★
★★★★★
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.

Read more

Lasso CRM

Lasso CRM for Home Builders and Real Estate Developers

4.18

Lasso CRM Icon

Lasso CRM

4.18
★★★★★
★★★★★
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.

Read more

PlanPlus Online

A Productivity System for Leaders and High Achievers

4.18

PlanPlus Online Icon

PlanPlus Online

4.18
★★★★★
★★★★★
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.

Read more

Capsule CRM

Build stronger customer relationships, make more sales and save time.

4.15

Capsule CRM Icon

Capsule CRM

4.15
★★★★★
★★★★★
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.

Read more

CINC

Real Estate Lead Generation and CRM Platform to nurture clients and monitor their business

4.11

CINC Icon

CINC

4.11
★★★★★
★★★★★
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.

Read more

Leadmaster CRM

All-in-one CRM, sales and marketing tool that fits the needs of your business

4.03

Leadmaster CRM Icon

Leadmaster CRM

4.03
★★★★★
★★★★★
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.

Read more

iMIS

iMIS, the #1 association software solution

4.00

iMIS Icon

iMIS

4.00
★★★★★
★★★★★
iMIS, the #1 association software solution

iMIS enables connections with members, donors, and constituents on any device. Engagement is deepened, satisfaction improved, and retention increased.

TRIBUS CRM

Custom Real Estate Brokerage CRM: TRIBUS CRM

4.00

TRIBUS CRM Icon

TRIBUS CRM

4.00
★★★★★
★★★★★
Custom Real Estate Brokerage CRM: TRIBUS CRM

Tribus-crm offers customizable solutions tailored to the unique needs of each brokerage and agent. TRIBUS CRM ensures the inclusion of necessary features for optimal balance.

LinxCRM

LinxCRM financial services client care software

4.00

LinxCRM Icon

LinxCRM

4.00
★★★★★
★★★★★
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.

Read more

TopBuilder construction CRM

TopBuilder Solutions for Residential Builders, Commercial ...

4.00

TopBuilder construction CRM Icon

TopBuilder construction CRM

4.00
★★★★★
★★★★★
TopBuilder Solutions for Residential Builders, Commercial ...

TopBuilder construction CRM is a sales and marketing software for contractors that help them with the sales and pre-construction process. It helps to build brand awareness and increase sales and revenue. ...

TopBuilder provides exceptional customer service to raise the industry standard with a dedicated support manager, unlimited training, end-to-end setup services, and so on. It also helps in faster implementations with required analysis, planned projects, data conversion, and many more.

TopBuilder CRM allows to capture, organize, collaborate, follow-up, and access critical data from anywhere. It easily creates, sends, and tracks designs and targeted emails with TopBuilder’s email marketing tools, email integrations with major email platforms, document storage, and many more.

Read more