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OptifiNow: Reviews, Testimonials and Expert Opinions

4.32 5
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(644)

Marketing Automation, Lead Management

Top 58 OptifiNow Alternatives : 2025

Floify

Mortgage Automation and Point-of-Sale

4.73 ★

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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.

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monday sales CRM

The Sales CRM Software to fit the Sales Cycle

4.72 ★

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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.

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Pipeliner CRM

Sales CRM Software - Sales Enablement

4.69 ★

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Pipeliner CRM

4.69
★★★★★
★★★★★
Sales CRM Software - Sales Enablement

Pipeliner CRM is a sales enablement tool designed for sales professionals and administrators to help them focus on pipeline management, sales process and analytics. The sales friendly interface provides all the tools necessary to boost sales and increase revenue. ...

With visual sales process, product catalogue, profiles and charts, the software helps the team with contact management, lead management, account management and sales velocity & insights. It offers drag and drop functionality making it easy to use for dynamic visualized reporting, workflow automation and integration.

The cloud based platform integrates with email client, MS Outlook and Gmail, allowing emails related activities to be performed from within the CRM tool. The visual relationship mapping gives an insight into all the groups and decision makers who influence purchase. The tool can be accessed both offline and online and through mobile as well.

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OnePageCRM

Sales CRM, Contact Management & Pipeline

4.67 ★

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OnePageCRM

4.67
★★★★★
★★★★★
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.

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Memberplanet

Provides dynamic solutions, including powerful API integrations, to create a seamless experience

4.66 ★

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Memberplanet

4.66
★★★★★
★★★★★
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.

Commence

Customer Relationship Management (CRM) Software

4.62 ★

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Commence

4.62
★★★★★
★★★★★
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.

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Glue Up

All-in-one CRM platform that helps build and grow community

4.62 ★

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Glue Up

4.62
★★★★★
★★★★★
All-in-one CRM platform that helps build and grow community

Glue Up is an intuitive SaaS platform that provides associations, event organizers, Chambers of Commerce, agencies, marketers, businesses, and NGOs with a full suite of tools designed to streamline operations, modernize processes, and eliminate engagement challenges. It helps professional communities enable and enrich relationships, generate efficiency, engagement, and more time for organizations. ...

It empowers organizations, revolutionizing relationships, delivering long-term business value, and making modern engagement more purposeful. It helps to build, manage, engage, and understand every member of the community, meet complex needs, and automate repetitive tasks and error-prone workflows. It also helps to use saved time to create new events or other engaging experiences.

Its features include managing the contacts and generating more revenue, online and offline events, email campaign, increasing retention, boosting engagement, and protecting the community’s information. It also increases productivity and simplifies the operations and manages invoices, delivers receipts, grows revenue, and accepts payments in multiple currencies.

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ConvergeHub

All-in-One Customer Management Platform

4.61 ★

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ConvergeHub

4.61
★★★★★
★★★★★
All-in-One Customer Management Platform

Convergehub CRM is an all-in-one CRM software that can be used in enterprises and businesses of all sizes across various industries. It enables managing Sales, Marketing, Customer Support and Billing from one unified platform. ...

The software includes Sales Automation features that enable assigning the right lead to the right rep using lead capture and lead distribution functionality, and faster deal closures due to automated pipeline management and workflow automation tools.

Convergehub’s Marketing automation feature enables increased ROI with its personalised, automated campaigns across various channels such as email, social media and web. Visual, context rich reports provide real-time view on campaign status. The software provides automated Helpdesk features that enable better understanding of the customer and enhanced services, and a personalized approach to customer support.

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Gold-Vision CRM

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

4.60 ★

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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.

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FreeAgent CRM

CRM and Work Management

4.60 ★

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FreeAgent CRM

4.60
★★★★★
★★★★★
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.

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Intouch CRM

CRM system with full Sales and Marketing Features

4.56 ★

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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.

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BoldTrail

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

4.56 ★

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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.

Digimind Social Listening

The Leading Social Media Listening and Analytics Solution

4.55 ★

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Digimind Social Listening

4.55
★★★★★
★★★★★
The Leading Social Media Listening and Analytics Solution

Digimind Social is an AI-powered platform for social media monitoring and analytics. Real-time insights are turned into solutions by listening, engaging, analyzing, and reporting.

BenchmarkONE

Sales and marketing software for small businesses and marketing agencies

4.52 ★

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BenchmarkONE

4.52
★★★★★
★★★★★
Sales and marketing software for small businesses and marketing agencies

BenchmarkONE is an integrated marketing automation and CRM platform that aims to help users more effectively track and maintain both prospective and existing customers. It helps agencies and small business owners propel relationships into sales with all-in-one CRM and marketing automation. BenchmarkONE is designed for a wide range of businesses, including teams in advertising, consulting, hospitality, real estate and more. ...

BenchmarkONE integrated solution offers combined sales automation, marketing automation and email marketing features. With CRM, email marketing, and marketing automation tools all in one app, users can drive more business, organize contacts, boost response rates, and see their progress at a glance. BenchmarkONE’s CRM is a simple alternative to expensive, bloated sales software. BenchmarkONE’s email marketing tools integrate with CRM for data that tells a more complete story about your contacts. Picks up the slack in business processes with marketing automation. BenchmarkONE includes features to help users more effectively maintain and track both prospective and existing clients.

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IXACT Contact

Real Estate CRM & Marketing Automation System to win more business

4.50 ★

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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.

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Talkwalker Analytics

Talkwalker: The #1 Social Media Analytics & Monitoring Platform

4.49 ★

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Talkwalker Analytics

4.49
★★★★★
★★★★★
Talkwalker: The #1 Social Media Analytics & Monitoring Platform

Talkwalker Analytics is a social media analytics and monitoring platform for marketing teams to promote brand, increase customer engagement and increase revenue. Talkwalker Analytics helps teams to ...

Talkwalker Analytics comes with artificial intelligence (AI) to find most relevant and impactful information. It uses image recognition technology to track over 30,000 brands images.it comes with smart theme analytics for collaborating with people and brand.it offers 30 prebuilt use cases to create reports on social media performance. It comes with centralized data intelligence platform for data integrity.

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Funraise

The Best Nonprofit Fundraising Solution

4.49 ★

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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.

DBxtra Report

DBxtra | Report Software - Design Reports & Dashboards

4.49 ★

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DBxtra Report

4.49
★★★★★
★★★★★
DBxtra | Report Software - Design Reports & Dashboards

DBxtra simplifies reporting tasks with its comprehensive modules, saving time on generating reports and dashboards. The ultimate reporting solution for efficient team performance.

Market Leader

Real Estate CRM Software pioneer in lead generation and contact management systems

4.47 ★

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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.

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LeadSquared Mobile CRM

Simple Mobile CRM to run your entire field sales operations

4.46 ★

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LeadSquared Mobile CRM

4.46
★★★★★
★★★★★
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.

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govDelivery

Full Marketing Platform for Government l govDelivery by ... - granicus.com

4.45 ★

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govDelivery

4.45
★★★★★
★★★★★
Full Marketing Platform for Government l govDelivery by ... - granicus.com

govDelivery is a Marketing platform for Government that helps to easily connect and engage citizens communicating via email, text messages and social media. It helps to increase sales and revenue and acquire customers. ...

govDelivery helps to easily communicate with citizens who are interested in the services and drive them to action. It also provides a robust citizen subscriber network leading to massive audience growth and stronger engagement, more personalized campaigns, bring citizen engagement to new levels by posting across email, social media, and text messaging and more.

Its features include detailed citizen subscriber reporting, easily automate and schedule campaigns, beautifully branded templates, and one-click social post and text messaging.

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Virtuous CRM

Responsive Nonprofit CRM & Marketing Automation Platform

4.45 ★

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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.

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InStream

Sales, contact management and relationship automation tool

4.43 ★

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InStream

4.43
★★★★★
★★★★★
Sales, contact management and relationship automation tool

InStream is an online CRM, which helps build strong relationships with customers. It offers a product that enables every company to get to know their customers’ needs better and create long-term relationships with them. It also helps to increase sales and revenue. ...

InStream platform helps in providing clients with complex assistance in building professional sales strategy and effective customer service. It creates customizable lists that have all the information about business relations. Its calendar functionality enables users to gain absolute control of their time and makes time management more efficient, making it easy for users to schedule meetings, phone calls, and other events with ease.

Its features include gathering all the contacts in one place, communicate with the right people at the right time, manage leads and turn them into satisfied clients, identify sales opportunities faster, engage with them and gain loyal customers and many more.

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Locowise

Locowise - FOR AGENCIES

4.43 ★

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Locowise

4.43
★★★★★
★★★★★
Locowise - FOR AGENCIES

Locowise provides social media analytics and reporting for brands and agencies, providing the most in-depth, comprehensive insights across all social media channels. Its tool allows businesses to have a better insight into their social media communities. ...

Locowise platform gives the ability to measure and analyse campaigns, optimise posts for engagement and produce reports on all aspects of social media performance. It identifies the right time for posting content based on analysis of data points of audience members, analysis to improve engagement, sentiment analysis to gauge effectiveness of campaigns and a dashboard to provide insights and reporting .

Locowise features include Social audit, Client Reporting, Campaign analysis and hashtag tracking, Competitor benchmarking, Branded reports and scheduling, New business development, and Predictive and smart metrics.

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Wise Agent

Real Estate CRM Software to increase the productivity

4.42 ★

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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.

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SalesNexus

Enterprise CRM and marketing automation Platform

4.40 ★

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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.

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Vendasta Platform

Vendasta | The white-label platform for companies selling

4.40 ★

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Vendasta Platform

4.40
★★★★★
★★★★★
Vendasta | The white-label platform for companies selling

Vendasta is a white label marketing, sales and CRM platform for companies that sell digital products and services to small and medium businesses worldwide. It helps to acquire customers and improve digital and social presence. ...

Vendasta assists to acquire, retain, and grow clients all with unparalleled efficiency. From researching leads to fulfilling digital solutions, it’s an end-to-end platform for companies that serve SMBs.

Vendasta’s Snapshot Report an automated sales intelligence tool connects with business owners, highlight gaps in their marketing, and propose the optimal solutions. Its marketing automation helps to automatically bring interested prospects so that the sales reps can focus on closing the sale. Vendasta’s Sales & Success Center uses AI to assist them when the prospects are ready to buy and gives the salespeople the tools they need to be trusted local experts.

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Soffront

Soffront - Digital Marketing Company

4.40 ★

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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.

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Pingdom

Website Monitoring & Performance Tools

4.40 ★

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Pingdom

4.40
★★★★★
★★★★★
Website Monitoring & Performance Tools

Pingdom is a website monitoring and performance tool used to enable the web faster and more reliable. It helps to acquire customers and enhance customer relationships. Pingdom's monitoring ...

Some of Pingdom’s website monitoring tools include uptime monitoring to test the availability of the website, applications, and servers, page speed monitoring, transaction monitoring tools to ensure customers always have a smooth experience, and website status monitoring.

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Continue To Give

Non-profit Software to engage with the community

4.40 ★

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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.

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Claritysoft CRM

CRM Software for Customer Relationship Management

4.39 ★

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Claritysoft CRM

4.39
★★★★★
★★★★★
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.

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Simplicity CRM

CRM , Loyalty Software

4.38 ★

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Simplicity CRM

4.38
★★★★★
★★★★★
CRM , Loyalty Software

Simplicity CRM is a comprehensive platform for managing customer interactions and campaigns. It supports multimedia and multilingual capabilities for effective communication.

CloudYogi CRM

Boosts your customer and sales management by providing an easy to use interface

4.38 ★

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CloudYogi CRM

4.38
★★★★★
★★★★★
Boosts your customer and sales management by providing an easy to use interface

Cloudyogi-crm offers CRM & ERP software solutions like Zoho, Odoo, Microsoft Dynamic 365, and Vtiger. Services are provided in the UK, US, Ireland, and India.

GreenRope

CRM with Marketing Automation for maximum growth and efficiency

4.37 ★

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GreenRope

4.37
★★★★★
★★★★★
CRM with Marketing Automation for maximum growth and efficiency

GreenRope is a CRM that includes Marketing Automation platform that provides powerful and easy to use marketing automation, email marketing, and social media integration. It helps to increase sales and revenue and acquire customers. ...

GreenRope is the all-in-one CRM that accelerates growth by increasing awareness, generating leads, and driving conversions. Users can leverage advanced automation, predictive analytics, and artificial intelligence (AI) with an intuitive, easy-to-use interface.

GreenRope's features are built to help communicate with leads and clients. Some of the tools that help to engage the contacts include GreenRope’s Marketing that helps to bring omnichannel experiences to leads and customers right from email marketing and lead nurturing to websites, landing pages, social media management, and more. Its sales software has the tools needed to develop stronger relationships with leads and clients and most importantly, close more deals. GreenRope’s Operations help to run and manage a business while bringing in the components required from sales and marketing. It provides marketing and sales personnel the additional data they need to bring in leads and convert them into loyal customers.

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synthesio

A social listening pioneer and global leader in AI-enabled consumer intelligence

4.35 ★

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synthesio

4.35
★★★★★
★★★★★
A social listening pioneer and global leader in AI-enabled consumer intelligence

Synthesio is a Social Media Marketing Software to measure the impact of online conversations against their business goals. Whether an organization’s social team is built within marketing or crosses multiple departments, business units or geographies, Synthesio helps teams listen, analyze, and engage with consumer conversations across social and mainstream media within one platform. ...

Synthesio provides the tools to take conversations from the social web and convert them into information that can fuel smart, data-driven decision-making across the organization. The Synthesio Social Listening Dashboard is the interface within the Synthesio Social Intelligence Suite where data from one or more related queries are displayed both quantitatively and qualitatively. Synthesio Profiler makes surfacing audience insights easy with consumer profiling that harnesses the data that lies behind the world’s largest social networks. Profiler features out-of-the-box audience personas filled with granular information on the demographics, behaviors, and interests of your target consumer.

Synthesio Beam is a real-time social media command center that visualizes social KPIs in a multi-screen display suitable for sharing. Beam let's optimize campaign content on-the-fly with real-time feedback from end customers and online audiences, and can be sure that brand channels and messaging are exceeding industry benchmarks.

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LionDesk

Cloud-Based CRM & Communications Tool for Realtors & Brokers

4.34 ★

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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.

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Karma CRM

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

4.33 ★

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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.

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Wealthbox CRM

Modern CRM for financial advisors

4.33 ★

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Wealthbox CRM

4.33
★★★★★
★★★★★
Modern CRM for financial advisors

Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. It helps to launch new products and acquire customers. ...

Wealthbox CRM helps to create, design, develop and operate a stack of complementary web-and-mobile apps that are vertically aligned in the wealth management sector. With a focus on simplicity and usability, online products make use of modern design and development practices and reflect the growing consumerization of the financial enterprise and increase the simplicity of the investing experience.

Wealthbox keeps connected with clients, prospects, and staff with ease including features like contact management, task management, automated workflow, calendar events, opportunity tracking and many more.

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SalezShark

Customer Relationship Management with end to end sales and marketing automation

4.31 ★

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SalezShark

4.31
★★★★★
★★★★★
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.

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Agile CRM

Automate your sales, marketing, and service in one platform

4.30 ★

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Agile CRM

4.30
★★★★★
★★★★★
Automate your sales, marketing, and service in one platform

Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution. ...

Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and marketing automation, customer service, email tracking, landing pages, and social media marketing to name a few. With Agile CRM, users have a unified platform that puts all the information as well as people on a single page, streamlining their tasks, enhances communication and collaboration, and greatly improves productivity and output both at individual and collective levels.

Agile CRM centralizes real-time customer data, making it readily accessible and actionable across all teams. It supports full telephony integration alongside marketing support for sending email newsletters, social campaigns and SMS texts. Agile CRM automates web engagement with customer-conscious messages, pop ups, offers, surveys and signup forms.

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Quintly Social media analytics

Social media analytics & competitive benchmarking | quintly

4.30 ★

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Quintly Social media analytics

4.30
★★★★★
★★★★★
Social media analytics & competitive benchmarking | quintly

Quintly is a social media analytics solution that helps marketers to gain performance insights and optimize marketing strategize across various social channels. It provides advanced analytics and competitive benchmarking. It helps marketers to track, measure and optimize social media marketing strategy. It is used by marketers, agencies and enterprises. It helps to build brand awareness and improve digital and social presence. ...

Qunitly provides access to hundreds of customizable metrics and dashboards. This helps gain insight into social media performance. With the performance metrics, it’s easy to come up with the brand’s analytics and track the KPIs that support social media strategy and subsequent business goals.

Quintly helps to compare and analyze data from all social channels like Facebook, Instagram, Twitter, Linkedin, YouTube, Snapchat in one single tool. It also provides competitors data with social media benchmarking. It provides integration to existing BI systems of the company.

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Bigcontacts CRM

BIGContacts | CRM and email marketing app for small businesses

4.30 ★

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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.

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Zoho CRM Plus

The customer experience platform across every channel

4.29 ★

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Zoho CRM Plus

4.29
★★★★★
★★★★★
The customer experience platform across every channel

Zoho CRM Plus is a unified CX platform that empowers sales, marketing, and support teams to work as one, on a single interface. It helps to acquire customers and increase sales and revenue. It ...

Zoho CRM Plus features include providing customer experience across channels like phone, email, live chat, surveys, and social media, providing teams with access to a shared customer database for inter-team communication, converting complex business processes into automated, efficient workflows and many more.

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Tall Emu CRM

CRM designed for Business to gain efficiencies and a competitive edge

4.28 ★

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Tall Emu CRM

4.28
★★★★★
★★★★★
CRM designed for Business to gain efficiencies and a competitive edge

Tall-Emu-CRM is Australian software designed for product sellers, manufacturers, wholesalers, and distributors. It can be tried for free or watched in a demo.

Keela

The Fundraising CRM for Nonprofits

4.26 ★

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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.

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Donor Tools

Simple donation management?

4.25 ★

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Donor Tools

4.25
★★★★★
★★★★★
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

4.23 ★

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Suitecrm

4.23
★★★★★
★★★★★
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.

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Logi Analytics

Embedded Analytics & Business Intelligence (BI)

4.20 ★

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Logi Analytics

4.20
★★★★★
★★★★★
Embedded Analytics & Business Intelligence (BI)

Logi Analytics provides embedded analytics and Business Intelligence in Commercial and Enterprise applications and is scalable for businesses of all sizes across industries. Logi Analytics ...

The software integrates in real-time with the rest of the data based applications in the business such as Relational databases, Big Data, Files including Excel, CSV, XML and Web Services and Cloud Applications. It enables predictive analytics and insights with its Logi Predict analytics solution powered by machine learning and artificial intelligence.

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Salesseek

SalesSeek: Sales CRM, Marketing, and Customer Success Platform

4.18 ★

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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.

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Lasso CRM

Lasso CRM for Home Builders and Real Estate Developers

4.18 ★

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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.

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Salesforce Essentials

Build stronger customer relationships, with the CRM built for small business

4.17 ★

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Salesforce Essentials

4.17
★★★★★
★★★★★
Build stronger customer relationships, with the CRM built for small business

Salesforce Essentials is the vendor's small business plan for its CRM (Sales Cloud) and customer support (Service Cloud) solutions. It is designed for a small sales team to sell smarter and faster with the help of the app's built-in intelligence. It helps to acquire customers and enhance customer relationships. ...

Salesforce Essentials help to obtain data from email, calendar, spreadsheets, phone, chat, social channels, and more to get a view of every customer and the business. It connects with customers for a personalized customer experience and sells faster and smarter with built-in intelligence.

Some of its features include a 360-degree customer view, in-app tutorials, and guided setup, easy customizable view of all sales details, automatically connect multiple support channels, automate repetitive tasks, and many more.

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Capsule CRM

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

4.15 ★

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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.

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CINC

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

4.11 ★

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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.

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Thryv

platform that automates tasks and puts your customers at the center of your business

4.10 ★

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Thryv

4.10
★★★★★
★★★★★
platform that automates tasks and puts your customers at the center of your business

Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. Business owners can expand their online presence, improve any customer relationship, and streamline payment processing. ...

With Thryv businesses can manage their contact database, engage and nurture leads through scheduled communications, and gain insight into customers through enriched data analytics. It communicates with contacts and customers through text (SMS) and email, all from one dashboard. Business owners can schedule automatic reminders to respond to client messages, or trigger appointment and payment reminders to clients in advance.

Thryv integrates features like contact management, CRM, text (SMS) and email marketing, online listings and reputation management, online appointment booking, social media scheduling, payment processing, and more. Thryv handles online appointment scheduling and booking management for one-on-one appointments, group classes, and other large-scale events. It includes calendar syncing, so business owners get insight into their staff's schedules.

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Fanpage Karma

Fanpage Karma - No. 1 Social Media Management Suite

4.10 ★

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Fanpage Karma

4.10
★★★★★
★★★★★
Fanpage Karma - No. 1 Social Media Management Suite

Fanpage-karma enables unlimited profile analysis, real-time communication, and post planning, creation, and publishing. Top influencers and trends are also discoverable.

TRIBUS CRM

Custom Real Estate Brokerage CRM: TRIBUS CRM

4.00 ★

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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.

Klarity

COMPREHENSIVE & ROBUST DATA COLLECTION | Klarity Analytics

4.00 ★

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Klarity

4.00
★★★★★
★★★★★
COMPREHENSIVE & ROBUST DATA COLLECTION | Klarity Analytics

Klarity's proprietary technologies enable data discovery from diverse sources, transforming granular data into reliable social intelligence. Social platforms, mobile channels, and influencer networks are utilized. ...

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Newsdata.io News API

The Platform To Search And Collect Worldwide News

4.00 ★

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Newsdata.io News API

4.00
★★★★★
★★★★★
The Platform To Search And Collect Worldwide News

Newsdata.io News API is a platform for searching, collecting, and tracking global news. Its News API delivers global news from thousands of trustworthy sources in real-time. In addition, the tool offers a variety of useful News analytics solutions. ...

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