cuspera logo CUSPERA

Oracle CRM On Demand: Reviews, Testimonials and Expert Opinions

3.96 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(879)
(879)

Oracle CRM On Demand | Oracle

Top 46 Oracle CRM On Demand Alternatives : 2025

Scratchpad

Fastest experience to update Salesforces

4.86

Scratchpad Icon

Scratchpad

4.86
★★★★★
★★★★★
Fastest experience to update Salesforces

Scratchpad is a sales software designed to take detailed notes, keeping track of deals, and creating sales plans. It updates and manages pipelines in Salesforce. It offers to combine notes, tasks, ...

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

OnePageCRM

Sales CRM, Contact Management & Pipeline

4.67

OnePageCRM Icon

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.

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

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

FLG

Online CRM for SMEs that manage leads and automate customer touchpoints

4.63

FLG Icon

FLG

4.63
★★★★★
★★★★★
Online CRM for SMEs that manage leads and automate customer touchpoints

FLG is an online CRM software that helps to manage leads and automate customer touchpoints without changing the sales process. It helps small to large enterprises manage leads and streamline communication with customers. ...

It gathers leads from any source, bulk imports, automated intelligent workflows, track contact preferences and consent, secure cloud-based SaaS platform, integrations with diallers and telephony services to save call notes and recordings, personalized follow-up sequences, contact around appointments and events, automated onboarding processes, and more. It creates personal connections with customers, keeps costs down and maximizes productivity using powerful automation tools, and gains a deeper understanding of business and learn how to improve it.

Key features include multi-channel customer contact, appointment scheduling, automated workflows, marketing automation, integrations, bulk data imports and updates, compliance management, reporting, and more.

Read more

Commence

Customer Relationship Management (CRM) Software

4.62

Commence Icon

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.

Read more

C2CRM

Flexible CRM that manages client relationships throughout the sales cycle.

4.62

C2CRM Icon

C2CRM

4.62
★★★★★
★★★★★
Flexible CRM that manages client relationships throughout the sales cycle.

C2CRM is a comprehensive enterprise CRM solution designed to integrate sales and marketing automation with customer service into one seamless, collaborative operation for small to large market customers. ...

C2CRM is built on a platform that leverages the latest technology offering a rich graphical experience in a simple to use web browser interface. The application is an all-inclusive approach to earning and keeping loyal customers, leading to increased profitability and market leadership. Its mobile app interface allows for similar functionality to the desktop version of the software.

C2CRM consists of four modules that integrate to provide a comprehensive CRM solution: Relationship Management, Sales Automation, Marketing Automation, Customer Service, and Mobility. The Marketing Automation allows marketers to plan, automate, and measure marketing campaigns. The C2CRM software provides all the logic users need to effectively manage business relationships as well as a mobility component to keep the sales team informed while on the move. Customer Service, and Mobility ticketing system, combined with knowledge base, allows teams to immediately react with the right responses to customer concerns.

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

FreeAgent CRM

CRM and Work Management

4.60

FreeAgent CRM Icon

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.

Read more

YetiForce CRM

An open source application that is constantly being improved

4.59

YetiForce CRM Icon

YetiForce CRM

4.59
★★★★★
★★★★★
An open source application that is constantly being improved

YetiForce CRM is an open-source application that helps to run the company efficiency, controlling, multitasking, innovation. It helps to enhance customer relationships and increase sales and revenue. ...

YetiForce CRM is completely free and provides full access to its source code. Regular updates and new versions are free of charge as well. Providing the system at no cost contributes to the growth of the open-source community.

YetiForce features include its infrastructure, gaining full control over all the data, server, and security, ideal hosting for small companies that are looking for efficiency, stability and quality, calendar module with functions for effective time management as well as human resources, built-in e-mail module to send and receive e-mails directly in the system and many more.

Read more

Clio

Industries #1 Legal Software

4.58

Clio Icon

Clio

4.58
★★★★★
★★★★★
Industries #1 Legal Software

Lexicata and Clio are top legal software for managing clients, cases, and billing. Free trials are available without requiring a credit card.

Quickbase

The #1 Low-Code Platform for Citizen Development

4.58

Quickbase Icon

Quickbase

4.58
★★★★★
★★★★★
The #1 Low-Code Platform for Citizen Development

Quickbase empowers teams to manage complex projects with a flexible no-code platform. Unique problems are solved efficiently, and a free trial is available.

IloveLeasing

Apartment Lead Tracking and CRM Software

4.58

IloveLeasing Icon

IloveLeasing

4.58
★★★★★
★★★★★
Apartment Lead Tracking and CRM Software

ILoveLeasing software Apartment lead tracking and CRM software. It is prospect engagement and closing tool. It offers robust integrations with property management accounting software, revenue management software, and other third-party services. It helps to improve efficiency and acquire customers. ...

It’s a lead and lease conversion software that serves the entire lead lifecycle. IloveLeasing aggregates leads into a conversion-centric dashboard that performs lead nurturing, closing, and tracking, as well as on-site and corporate level reporting. It uses a software program that allows integrations and shares detail about all the software programs with the best practice to follow with each to guide decision making.

IloveLeasing features include collecting leads from different sources, personalized branded follow-ups, follow-ups action alerts, collect prospect demographics, on-demand staff reporting, and many more.

Read more

SalesNOW

The Mobile & Online CRM to Know the Customers Inside and Out

4.54

SalesNOW Icon

SalesNOW

4.54
★★★★★
★★★★★
The Mobile & Online CRM to Know the Customers Inside and Out

SalesNOW is an online and mobile customer relationship management (CRM) tool for sales representatives, sales teams, and customer support. SalesNOW gives management insight into who is doing what and how effectively sales reps are performing on the road. It also lessens the reporting burden by providing quick access to activity and sales-related graphical and excel-based data. ...

SalesNOW is a powerful and user-friendly sales force automation tool that includes contact management, business monitoring, and lead management, managed by sales teams, management, and executives. It has real-time access to customer information and the ability to stay connected with the sales teams which helps to build better relationships and help to manage the business more effectively.

Its features are - Document Management, Email Marketing, Sales Forecasting, Lead Management, Contact Management, Commission management, Customer Database, Field Sales Management, Referral Tracking, Sales Collaboration and more.

Read more

Infoflo CRM

A CRM Software, receive a feature-packed Contact Management System

4.48

Infoflo CRM Icon

Infoflo CRM

4.48
★★★★★
★★★★★
A CRM Software, receive a feature-packed Contact Management System

InfoFlo CRM is a CRM Software. InfoFlo provides affordable customer relationship management software designed to improve business productivity. InfoFlo gives users the opportunity to focus less on their CRM and more on their business. With a central, easy-to-use interface, the platform allows businesses and staff to easily manage all customer relationships so that all important information can be accessed at a glance. ...

InfoFlo’s core features, like email marketing, appointments and meetings, project management, Skype and Outlook integration, and task management, all which can be shared amongst team members in real-time. InfoFlo will work with clients to build a CRM that’s customized for their business size and needs.

The solution can be utilized by small to midsize B2B companies in a variety of industries including accounting, software, construction, real estate, healthcare and more. InfoFlo gives clients access to training tools and videos on their website, as well as providing customer support through an online ticket system.

Read more

DonorPerfect Fundraising Software

Fundraising Management Activities in DonorPerfect

4.46

DonorPerfect Fundraising Software Icon

DonorPerfect Fundraising Software

4.46
★★★★★
★★★★★
Fundraising Management Activities in DonorPerfect

DonorPerfect Fundraising Software is a full-featured donor management CRM that empowers to achieve the goals of an organization helping them raise money, save time, and grow their community of supporters using smart fundraising solutions and data-driven best practices. It helps to organize the efforts, reduce administrative tasks, and pinpoint the success of every fundraising event hosted. ...

DonorPerfect makes it easy to get the word out and personalize messages about the cause which helps to stay in touch with donors and promote continued support. It helps to grow the database of donors, increase giving, and retain donors year after year. DonorPerfect keeps track of all the constituent contacts by storing detailed information.

DonorPerfect’s Growth Tracks focus on Online Fundraising, Crowdfunding, Donor Retention, Event Management, Donor Prospect Research and many other areas that are key to nonprofit fundraising success.

Read more

Unanet CRM by Cosential

Commercial CRM for Construction, Architecture

4.45

Unanet CRM by Cosential Icon

Unanet CRM by Cosential

4.45
★★★★★
★★★★★
Commercial CRM for Construction, Architecture

Unanet CRM by Cosential is a cloud-based Growth and Relationship Management solution built specifically for architecture, engineering and construction (AEC) firms. It helps to grow market share and improve stakeholder relations. ...

It is a commercial CRM platform that helps to grow business. It offers more than a CRM solution to identify new opportunities, and leverage internal experience and relationship history to win new projects.

Its features include smart time-saving tools, valuable integrations, simple administration and management, customized reports, advanced action plans, proposal automation and much 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

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.

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

Claritysoft CRM

CRM Software for Customer Relationship Management

4.39

Claritysoft CRM Icon

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.

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

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

workbooks.com

Workbooks | A platform to manage your business, designed and priced for the mid-market

4.36

workbooks.com Icon

workbooks.com

4.36
★★★★★
★★★★★
Workbooks | A platform to manage your business, designed and priced for the mid-market

Workbooks.com is a cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. It helps small and midsize businesses to improve their business strategies and customer services. ...

Workbooks.com provides order management and fulfillment, invoicing and supplier management through data processing, enabling organizations to differentiate against the competition and run their business smoothly. Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere.

Workbooks features include Marketing, Sales, Order processing, and Customer Service. It helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

Read more

Vtiger all-in-one CRM

Provide a seamless customer experience across marketing, sales, and customer support

4.35

Vtiger all-in-one CRM Icon

Vtiger all-in-one CRM

4.35
★★★★★
★★★★★
Provide a seamless customer experience across marketing, sales, and customer support

Vtiger’s All-in-one CRM platform provides a seamless customer experience and helps to increase engagement, sell more and grow brand loyalty. It is built for enterprises looking to provide a great customer experience throughout the entire customer journey. ...

Its primary features include email marketing, customer portal, sales forecasts, workflow automation, inventory management, insights and integrations. This allows to boost revenue, increase conversion rate and efficiency, sales productivity growth, increase in CAGR and SLA fulfillment.

It provides 360 degree historical view of every contact. It supports multi channel communication. It offers marketing campaigns to attract and engage customers and also allows to measure campaign performance and profitability. It provides powerful tools to manage projects and to track inventory and services.

Read more

4.34

brokerWOLF Icon

brokerWOLF

4.34
★★★★★
★★★★★

Brokerwolf by Lone Wolf Technologies integrates accounting, transactions, commissions, and brokerage reporting into one platform. It streamlines real estate brokerage back-office operations efficiently. ...

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

SalezShark

Customer Relationship Management with end to end sales and marketing automation

4.31

SalezShark Icon

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.

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

Donor Tools

Simple donation management?

4.25

Donor Tools Icon

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

Suitecrm Icon

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.

Read more

MarketSharp

CRM Software for Contractors, Remodelers, and Home Improvement Professionals

4.23

MarketSharp Icon

MarketSharp

4.23
★★★★★
★★★★★
CRM Software for Contractors, Remodelers, and Home Improvement Professionals

MarketSharp is a CRM software that is designed specifically for home improvement professionals, contractors, and remodelers. It helps to generate more qualified leads, track important customer interactions, maximize sales opportunities, shorten production timelines, create satisfied customers, and have complete visibility into the profitability of business. ...

It offers a data-driven solution for contact management, lead generation and management, appointment scheduling, and sales workflow to improve the overall performance of contractors’ team of sales persons. It offers an interactive calendar that can be used to schedule and manage sales calls, project timelines, visits and employee time offs. MarketSharp offers document and job image attachments to help businesses schedule crews and automate workflows to increase customer satisfaction. Customizable reports are available to measure performance and results, and all data is updated in real-time.

Key features include generating more leads, converting more sales, improving productivity, streamline project management, maximize reputation management and know your numbers. MarketSharp facilitates integration with various third-party applications such as One Click Contractor and Leap, allowing users to create proposals and product estimates using mobile devices.

Read more

Kapture CRM

Kapture: CRM platform for sales, operations & customer service

4.21

Kapture CRM Icon

Kapture CRM

4.21
★★★★★
★★★★★
Kapture: CRM platform for sales, operations & customer service

Kapture CRM is an all-in-one Customer Service platform that helps to deliver better and intelligent customer service where the contact center, service center and field force automation are all integrated on one comprehensive platform. It helps with seamless customer experience, facilitates efficiency across the team and clears all the hurdles at every step of the journey. ...

Its an omnichannel platform that makes it easy for customers to reach their preferred channel of communication like the phone, chat, email, social media or mobile app. It empowers the support team with the right tools to track, prioritize and resolve tickets. Assigns tasks to the field reps, track their location, close tickets and complete reports, all within minutes. Engage with the customers in real-time and provide instant customer support and so on.

Some of its features are Quick and easy resolution of queries, Manage Escalations with Ease, 360-Degree Customer View, Access to Customer, Product, and Service Details, Status Alerts at Every Touchpoint, Hassle-free Customer Returns Management, Communicate via Mobile App, Predefined Templates, Real-Time Monitoring, Chat Analytics & Reports and many more.

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

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

CAS genesisWorld

The complete customer relationship management solution

4.09

CAS genesisWorld Icon

CAS genesisWorld

4.09
★★★★★
★★★★★
The complete customer relationship management solution

CAS genesisWorld is the complete customer relationship management solution that is flexible and powerful and can be tailored precisely to the needs and can get started straight away. It helps to scale best practices and increase sales and revenue. ...

CAS genesisWorld helps to access all the CRM data such as contact, opportunities and documents, and switch flexibly between different calendar views. It uses heatmaps for geographical data analyses and also configures individual dashboards for quick access to all the relevant information and many more.

CAS genesisWorld deals with the processes which include centrally stored, up-to-date information, and central access to data streamline the sales processes, leaving more time to spend on the customers, precisely targeted marketing campaigns every time for better results and excellent customer service, and more.

Read more

SpiceCSM Engagement Suite

A Unified User Interface (UUI) to Orchestrate Your Customer's Journey

4.03

SpiceCSM Engagement Suite Icon

SpiceCSM Engagement Suite

4.03
★★★★★
★★★★★
A Unified User Interface (UUI) to Orchestrate Your Customer's Journey

SpiceCSM is an advanced platform for integration, automation, and business process management. It includes data integration, workflow engine, process automation, and a flexible CRM.

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

Maximizer CRM

SALES CRM SOFTWARE - PIPELINE MANAGEMENT

4.01

Maximizer CRM Icon

Maximizer CRM

4.01
★★★★★
★★★★★
SALES CRM SOFTWARE - PIPELINE MANAGEMENT

Maximizer CRM is a comprehensive, all-in-one solution which offers simple, accessible marketing, sales and customer care service tools to small and midsize businesses. It stores all customer information in one convenient, easy-to-use workspace, easily tailored to match the sales process. ...

Maximizer CRM features sales management, marketing automation, customer service and support and business productivity tools with integration with Microsoft products such as Outlook, Word, Excel and SharePoint. The solution's marketing automation application includes integrated campaign planning, email campaigns and marketing analytics. Users can target leads and customers and use list management capabilities to search and filter customer data by pre-defined criteria.

Maximizer CRM’s sales management feature includes sales team performance monitoring with the help of measuring criteria such as close and abandonment rate. Customers and prospects can be categorized per region, time zone, products purchased and other measures.

Read more

Oracle CX Sales

Optimize Sales and Commerce Across All Channels

4.01

Oracle CX Sales Icon

Oracle CX Sales

4.01
★★★★★
★★★★★
Optimize Sales and Commerce Across All Channels

Oracle CX Sales is a sales enablement and sales performance management suite, with modules providing sales intelligence via Oracle DataFox AI-based and human-verified data, and dynamic proposals via configure, price, and quote with Oracle CPQ (the former BigMachines product). ...

Oracle CX Sales enables leaders to set their teams up for success with big-picture data and helps sellers master buyer signals with complete intelligence and guided experiences. It connects trusted intelligence from the back office and front office and layers on third-party data and real-time market signals to create a complete customer picture that sellers can trust. Oracle CX Sales combines sales automation with partner relationship management and collaboration tools.

Oracle CX Sales features include lead and opportunity management, prospecting, customer data enrichment, territory and quota balancing, goal alignment, compensation plan modeling, account management, partner selling programs, social collaboration, and sales education/knowledge management.

Read more

SymVolli

The power of ERP for the cost of CRM |

4.00

SymVolli Icon

SymVolli

4.00
★★★★★
★★★★★
The power of ERP for the cost of CRM |

SymVolli provides a unique, web-based software management system for all businesses. Leads are converted, sales generated, and marketing optimized.

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