Home CRM OutSystems OutSystems Alternatives
OutSystems: Reviews, Testimonials and Expert Opinions
(2972)The Modern Application Development Platform
Top 52 OutSystems Alternatives : 2025
Tithe.ly
Online giving platform built for churches
Tithely is a digital giving tool that enables churches of all sizes to offer secure donations from anywhere, at any time, and the back-end administrative tools make management easy. This solution also helps to engage with the church online and offline, stay connected with the community, and simplify the lives of the staff with best-in-class administrative tools. ...
Tithe.ly easily connects with the church community through text messaging and email. Enable members to take interactive sermon notes, listen to messages on the go, access small group material, check the prayer list, engage with the real-time church newsfeed, give a donation, and much more.
Its features are gift matching management, online giving, receipt management, donation tracking, contribution tracking, membership management, payment processing, donor management, event management, mobile giving and many more.
Floify
Mortgage Automation and Point-of-Sale
Floify is a Mortgage Automation and Point-of-Sale Solution that helps to automate and manage all processes of loan origination. It helps mortgage professionals automate lending processes and improve communication between all stakeholders. ...
It provides a portal to collect and verify documents, track progress, and efficiently close borrowing pipelines, to increase the profitability of mortgage operations. It has a secure document portal, automated borrower and agent notification platform, suite of productivity integrations and so much more.
Key features include loan document management, customer database, loan processing, multi-branch support, digital signature, credit reporting, visual representation and more. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Floify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks.
Bonjoro
All-in-one video platform for creators & brands
Bonjoro is a video platform that helps to convert more leads and build loyal superfans for creators and brands. It helps to build customer relationships and increase customer lifetime value. It ...
Bonjoro also provides video guides and walkthroughs to engage and educate the audience along their journey and share the videos embed them into the emails, or share a simple link on any channel.
Pipeliner CRM
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.
NetHunt CRM
Simple, yet powerful CRM for small businesses
NetHunt CRM is a customer relationship management (CRM) software solution purpose-built to work closely with Gmail accounts and Google applications. It enables businesses to manage interactions and records directly from the inbox. ...
NetHunt CRM allows users to turn G Suite into a unified CRM hub, making it easy for users and their team to handle sales and marketing campaigns as well as customer support efforts without relying on a separate business system. It generates leads via email, chat messages and social media and provides all CRM updates through these platforms.
NetHunt features include data import, shared conversations, integration with G Suite, one-click leads capture, extensive customization, duplicates management, email templates, pipeline management, organized customer base, and more.
Memberplanet
Provides dynamic solutions, including powerful API integrations, to create a seamless experience
Memberplanet offers dynamic solutions and powerful API integrations for a seamless organizational experience. Organizations benefit from streamlined management and enhanced functionality.
Salesflare
Intelligent sales CRM for small businesses
Salesflare is a CRM software for small businesses selling B2B. It helps to increase sales and revenue and acquire customers. Salesflare platform does data input by itself to focus on more sales. ...
Salesflare assists to follow up every opportunity at the right time in the right way, collaborate more efficiently on customer conversations, integrate with the apps that are in use and many more.
Jobnimbus CRM
JobNimbus: Simple CRM and Project Management Software
Jobnimbus CRM is an integrated customer relationship management (CRM) and project management solution designed to help businesses track leads, jobs, and tasks. The cloud based platform provides ...
The tool allows integration with google calendar, companycam, Beacon, eagleview, quickbooks, zapier to name a few. Also, it offers two way sync with Google Calendar, providing visibility on JobNimbus tasks from anywhere.
Sentry
Application monitoring platform to optimize the performance of the code.
Sentry is an Application monitoring platform that helps developers diagnose, track, fix, and optimize the performance of their code enabling quicker shipping of their software. Sentry can be deployed across businesses of all sizes, and supports more than 30 coding languages, and integrates with most of the popular business tools. ...
Sentry features include stack traces, identification of performance bottlenecks, discovery of the trail of events leading to the error using breadcrumbs, and tracking of fixes with the respective versions.Sentry’s query builder tool Discover can be used for monitoring data in real-time.
The Enterprise version of Sentry includes cross-functional visibility enabling product support and more, scaling and high availability, and reliability.
Eway CRM
The Best CRM Software for Outlook
Eway CRM is a Microsoft Outlook plug-in with a client-server architecture that uncovers the full potential of Microsoft Outlook. It quickly creates leads/projects from emails, also with integrated mail merges that help to manage customer relationships, track projects, and tasks and work as a team. ...
It helps to Access clients, projects, business opportunities and customer communications right from the CRM for Outlook and automatically captures the contact information and files the email. Also, helps to track post-sales activities and automatically copy all communications. It is even accessible on web browsers.
Some of its features are synchronized with the smartphone, automatic email tracking, all deals and leads in one place, integration with web forms and lead generating tools, marketing emails right inside the CRM, and so on.
FLG
Online CRM for SMEs that manage leads and automate customer touchpoints
FLG is an online CRM software that helps to manage leads and automate customer touchpoints without changing the sales process. It helps small to large enterprises manage leads and streamline communication with customers. ...
It gathers leads from any source, bulk imports, automated intelligent workflows, track contact preferences and consent, secure cloud-based SaaS platform, integrations with diallers and telephony services to save call notes and recordings, personalized follow-up sequences, contact around appointments and events, automated onboarding processes, and more. It creates personal connections with customers, keeps costs down and maximizes productivity using powerful automation tools, and gains a deeper understanding of business and learn how to improve it.
Key features include multi-channel customer contact, appointment scheduling, automated workflows, marketing automation, integrations, bulk data imports and updates, compliance management, reporting, and more.
Glue Up
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.
C2CRM
Flexible CRM that manages client relationships throughout the sales cycle.
C2CRM is a comprehensive enterprise CRM solution designed to integrate sales and marketing automation with customer service into one seamless, collaborative operation for small to large market customers. ...
C2CRM is built on a platform that leverages the latest technology offering a rich graphical experience in a simple to use web browser interface. The application is an all-inclusive approach to earning and keeping loyal customers, leading to increased profitability and market leadership. Its mobile app interface allows for similar functionality to the desktop version of the software.
C2CRM consists of four modules that integrate to provide a comprehensive CRM solution: Relationship Management, Sales Automation, Marketing Automation, Customer Service, and Mobility. The Marketing Automation allows marketers to plan, automate, and measure marketing campaigns. The C2CRM software provides all the logic users need to effectively manage business relationships as well as a mobility component to keep the sales team informed while on the move. Customer Service, and Mobility ticketing system, combined with knowledge base, allows teams to immediately react with the right responses to customer concerns.
Rightsignature
Easiest and fastest way to get documents signed online
RightSignature is the easiest and fastest way to get documents signed online. It helps professionals, small businesses, and enterprises to get documents signed with secure, legally binding e-signatures. It helps to save time, cut costs, and impress the clients with secure, legally binding e-signature software. It also helps the organization maintain compliance in regulated industries such as accounting, finance, and more. ...
Its features include sending and sharing documents with these easy options via email, with a secure link, upload documents in common formats, get forms filled out flawlessly, one-click document preparation, get handwritten signatures, send several documents at once and many more.
Gold-Vision CRM
A complete CRM solution, highly configurable and scales in-line with business needs.
Gold-Vision is a fully customizable and affordable CRM system that supports business needs. Our system lets to manage customer data, integrate with business tools and manage teams - all in one place, wherever you are, on any device. ...
Gold-Vision CRM is a CRM solution that will unify sales and marketing teams. It is simple to use, highly configurable and scales in line with business needs. It helps mid-market organizations to do business better. It provides solutions for SMEs to major international groups.
Gold-Vision CRM has access to various sales tools that provide visibility on how leads are performing. It captures data automatically from website forms, live chats, or IP tracking tools, defines touchpoints to score leads, and gets a live view of the pipeline. Also, sales automation features enhance the sales process with reminder alerts, defined due dates, follow-ups, and much more. Its sales teams spend more time closing deals and less time on unnecessary admin with dynamic screen designs, alerting and automated workflows.
Some of its features include easy screen design, customizable widgets, mobile responsive, manage accounts and contacts, document management, document management, task management, interaction tracking, marketing automation, email tracking, touchpoint scoring, campaign ROI, photo gallery, campaign status, multi-language, workflow and alerts, and more.
Bloomerang
Donor Management Software for Nonprofits
Bloomerang is a CRM Software. Bloomerang enables users to view an organization's donor records, track the best time to contact each donor and measure a donor's engagement level to make it easier for users to know when someone should be contacted. Bloomerang is a solution for small and growing nonprofits. ...
Bloomerang has a clean, modern interface that gives users the tools they need to perform crucial fundraising activities effectively. The software’s core features include a dashboard that displays the organization’s donor retention rate along with suggestions on how to improve, as well as future incoming donations. Users can also access reports and accounts with a single click. Another core feature is the constituent timeline that displays all interactions made with a particular donor in a clean and easy-to-follow fashion. Bloomerang also generates smart reports and creates segmented lists that help with presentations and annual planning.
Bloomerang enables website integration so organizations can easily track browsing activity and create custom donation and sign-up forms that can be embedded onto a website. The social media hub connects Twitter for social media monitoring so organizations can learn what constituents might be tweeting about them.
WORKetc
Business Management Software, Web based CRM, Project Management and Collaboration.
WORKetc is an all-in-one cloud platform equipped with CRM, Projects, Billing, Help Desk & more. It can be used by businesses of all sizes from start-ups to large enterprises. It can also be accessed on Android and iOS mobile devices. ...
WORKetc includes tools for Sales, Support, and Project Management teams from one platform. The CRM and Sales tools include sales lead capture from web forms, assignment and tracking of leads through customized sales processes, and reporting with sales pipelines. Project management tools include the creation of complex projects with triggers and dependencies.
WORKetc includes tools for managing operations with access control, assignment of workgroups and roles for online teamwork, and more. The Management software consists of customized reports and tools for getting status, and communication tools for employee and customer interactions.
WORKetc includes a portal for easy collaboration with customers and contractors. Customers can check the status of their projects, send messages against specific projects or tasks, pay their invoices, and submit support requests. Contractors can view their assigned projects and tasks and record time spent working on those items.
Quickbase
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.
Caspio
Low-Code App Development Platform | Build Web Apps 10x ...
Caspio is a cloud-based application development solution for building online database applications without coding The platform is suitable for industries such as health care, media, government, ...
Caspio has set the standard for bringing data to life on the web. You can easily convert spreadsheets and databases into rich, interactive, web-based reports that are accessible from anywhere by the public or by authorized users
OKTA
Okta | The Identity Standard
OKTA is a cloud-based identity provider that enables organizations to secure their digital interactions with employees and customers. It securely connects the right people to the right technologies at the right time. It protects the identities of their workforces and customers. It caters to businesses across various industries such as information technology (IT), consumer services, energy and utilities, telecommunications and more. ...
It creates secure, delightful experiences quickly by offloading customer identity management, protecting and enabling employees, contractors, and partners. Stand up authentication and user management customized and handle complexity. With more than 7,000 pre-built integrations to applications and infrastructure providers, OKTA provides simple and secure access to people and organizations everywhere, giving them the confidence to reach their full potential.
Key features include access request management, account management, compliance management, user provisioning and multi-factor authentication.
HR Cloud
HR Cloud - Made for HR, Loved by Employees
HR-cloud offers HR software to enhance employee experience and engagement through tools like social intranet and Workmates. Onboarding software and additional HR tools are included.
SalesNOW
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.
Daylite
Combines the power of a CRM, Project Management App, and Lead Management app
Daylite is a CRM that helps small businesses run smoother. It manages leads, clients, and projects all in one place and wins more business and get more done all with less stress. It helps to acquire customers and increase sales and revenue. ...
Daylite combines the power of a CRM, Project Management App, and Lead Management app all into one where everything is organized and shared with the team which helps to save time and increase productivity. Daylite helps to stay in touch and on top of every client. Organize all communication, details, and follow-ups in one place. It also organizes all the people, conversations, details, and next steps in one place.
Some of its features include email integration, keep a chronological history of emails, calls, and meetings, manage sales opportunities through their lifecycle, manage client or internal projects individually or as a team, create follow-ups and to-do lists with reminders, due dates, notes, and priority, controls which users and teams can see and access sensitive information and many more.
CiviCRM
Open source CRM software for nonprofits
CiviCRM is open-source software for nonprofit and civic sector organizations. It is a web-based, highly customizable CRM used by a diverse range of organizations around the world and translated into dozens of languages. ...
It's a friendly community where people instantly feel at home, and it's easy for them to give something back. CiviCRM assists enterprises in safeguarding the data of their contacts and will always be privacy-friendly. The community of developers and implementers can alter, expand, and integrate it with other technologies. It is an open, trustworthy platform. Additionally aids in the development of excellent, trustworthy, user-friendly software that is compatible with a variety of platforms and gadgets.
Some of its features include contact management, membership management, accounting integration, event management, email marketing, advocacy campaigns, peer-to-peer fundraising, and so on.
DonorPerfect Fundraising Software
Fundraising Management Activities in DonorPerfect
DonorPerfect Fundraising Software is a full-featured donor management CRM that empowers to achieve the goals of an organization helping them raise money, save time, and grow their community of supporters using smart fundraising solutions and data-driven best practices. It helps to organize the efforts, reduce administrative tasks, and pinpoint the success of every fundraising event hosted. ...
DonorPerfect makes it easy to get the word out and personalize messages about the cause which helps to stay in touch with donors and promote continued support. It helps to grow the database of donors, increase giving, and retain donors year after year. DonorPerfect keeps track of all the constituent contacts by storing detailed information.
DonorPerfect’s Growth Tracks focus on Online Fundraising, Crowdfunding, Donor Retention, Event Management, Donor Prospect Research and many other areas that are key to nonprofit fundraising success.
Unanet CRM by Cosential
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.
Virtuous CRM
Responsive Nonprofit CRM & Marketing Automation Platform
Virtuous CRM is a Responsive Non-profit CRM built for mid-sized or large non-profits for enabling better donor relationships. The software can also be accessed on mobile devices. Virtuous ...
The Email integration and Task management feature enables automating tasks and assignments and integrating CRM with the Inbox. It also provides auto-generation of emails and mobile alerts when tasks are due including automated prompts for special donor events to send personalized messages and follow-ups.
eMaint CMMS
Emaint | CMMS Computerized Maintenance ... - fluke.com
eMaint-CMMS, Fluke's Computerized Maintenance Management Software, offers tools to enhance equipment reliability and reduce maintenance expenses. Organizations benefit from its industrial software solutions. ...
Solve CRM
Solve - Productivity CRM for Web, iPhone iPad and Android
Solve CRM is a cloud based CRM integrating with G Suite and can be deployed in industries such as Realty, Finance, Consulting and more. The software provides activity templates for automating ...
Solve CRM provides activity reports that provide status of activities, to-do lists, opportunities reports and team calendars. The secure workgroups feature enables permission based access to CRM data. It is also available as a mobile application.
Expensify
Receipt and Expense Management Software ...
Expensify simplifies spend management for receipts, expenses, bills, and invoices. Over 10 million users rely on Expensify to automate their preaccounting tasks.
Apptivo
Cloud Business Management Software Suite
Apptivo is a Business Management Software that is used by organizations to experience the power of integrated software. It consists integrated set of apps that include CRM, Project Management, Contract Management, Email Marketing, Help Desk, Invoicing and more. It helps to improve efficiency and enhance customer relationships. ...
Apptivo integrated suite of apps is used by businesses of all sizes, ranging from just one user to thousands. It provides customizable apps for businesses to enhance collaboration and communication with the customers.
Some of its features include tracking the complete sales process and close more deals from anywhere with the online CRM software, collaborate on tasks, manage timesheets, and log expense reports, billing system to send and receive online payments from anywhere, supply chain management with vendor tracking, purchasing, and inventory and many more.
CloudYogi CRM
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.
FormAssembly
FormAssembly -Fast and secure contact form
FormAssembly is an online form and data collection platform for organizations to increase productivity and save time. FormAssembly helps teams to solve data collection problems and save time, ...
FormAssembly comes with mobile forms, powerful Salesforce connector to create and update forms, it uses drag and drop form builder to personalize and secure online forms with custom css. It comes with Compliance Cloud plan with HIPAA Compliance, PCI DSS Level 1 certification for securing the data.
workbooks.com
Workbooks | A platform to manage your business, designed and priced for the mid-market
Workbooks.com is a cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. It helps small and midsize businesses to improve their business strategies and customer services. ...
Workbooks.com provides order management and fulfillment, invoicing and supplier management through data processing, enabling organizations to differentiate against the competition and run their business smoothly. Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere.
Workbooks features include Marketing, Sales, Order processing, and Customer Service. It helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.
ClientLook
Commercial real estate CRM
ClientLook is a hassle-free all-in-one commercial real estate CRM that helps to build better relationships and close more deals. It helps to acquire customers and grow market share. ClientLook ...
Its features include contact management, property tracking, deal-making, client collaboration, email integration, online lead capture, and many more.
Customer.io
Send Automated Messages. Deliver Results.
Customer.io is a marketing automation tool for sending relevant messages like emails, push notifications, and SMS based on behavior across web and mobile products. It helps to build brand awareness and acquire customers. ...
An integration with Customer.io provides the complete information of the user which helps in sending personalized messages to the individual. It’s A/B testing helps to review the data and further improve the performance.
Customer.io provides multiple ways to get real-time business data from the product which updates the user database. Its segmentation platform helps to enhance the performance by calculating the real-time and performance scale of the business and the workflow builder allows to create high-performance campaigns in an intuitive drag-and-drop interface to reach the customer whenever and wherever they are.
FranConnect Franchise Software
FranConnect | Franchise Management Software for the Entire Franchise
FranConnect Franchise Software is a franchise management software that helps to increase unit growth, reduce opening time, track and improve unit performance, and automate financial reporting. It is designed to help manage the entire franchise lifecycle, including franchisee onboarding, training, customer relationship management (CRM), sales, field ops, financial data management, communications, marketing, performance tracking, and more. ...
FranConnect provides users with a unified information system, enabling centralized management of compliance and historical records. All unit data can be managed from one location, and alerts are generated automatically for important events such as legal violation notifications, insurance expirations, renewal dates, and payments due. All contract transfers, expirations, renewals, and terminations can be tracked, and information can be shared to keep the organization aligned on unit history and status.
FranConnect’s franchise onboarding tools aim to streamline the process of opening new franchise locations, including construction, employee training, and opening events. It offers a centralized communications hub, marketing management, CRM functionality, franchise insights, financial data management, and more.
Odoo CRM
Track leads, close opportunities and get accurate forecasts.
Odoo CRM is an Open Source CRM that helps manage and track leads, close opportunities and get accurate forecasts and can be used in businesses of all sizes.. Odoo CRM's features include Sell ...
Odoo CRM's Leads feature enables Leads Nurturing by creating campaigns, a column matching tool that helps importing prospects files, Lead scoring tools, Lead acquisition optimisation with call-to-action and a/b testing tool and more. The Opportunities feature supports Activities and calls management, Pipeline management, Scheduling of meetings, Call logs and more.
Keela
The Fundraising CRM for Nonprofits
Keela is donor management and fundraising platform that offers strong tools to expand the audience, generate more money for the cause, and build a lifelong community of supporters. Keela manages contributors and cultivates connections with ease. Designs donation pages to increase online giving, sends email marketing campaigns and has access to statistics and analytics that can aid in data-driven decision-making. ...
Keela unifies fundraising and donor communications empowering nonprofits to improve donor relations through targeted, multi-channel approaches. Keela prioritizes people over profit and never forgets the commitment to the communities in which they operate. Keela engages, inspires, and ultimately drives the supporters to action resulting in strong donor relationships and smarter fundraising.
Features include donor management in Keela’s CRM database, online fundraising tools to convert inspiration into action repeatedly, nonprofit communication tools for unlimited personalized communications via email or direct mail, relationship tracking, automatically updated info, dashboard and analytics, marketing automation and so on.
Nintex Process Platform
Process Management and Automation - Nintex
Nintex integrates with major ecosystems to offer the most complete platform for process automation. Businesses can speed up workflows using the Nintex Process Platform.
Ad Orbit
Advertising Automation Platform
Maghub's platform automates advertising and maximizes campaign success. Ad Orbit's CRM enhances sales efficiency.
Suitecrm
Opensource CRM for businesses
Suitecrm is an Open Source CRM software that provides a 360-degree view of customers and business. It serves the needs of small to large businesses. It helps businesses to boost conversions, turn leads into customers, and drive innovation in product development and customer care. ...
It provides users with highly actionable insights on which to base critical business decisions, actions, and strategies. It engages with their potential clients and existing customers at every point of contact and optimizes all opportunities that come along. It has all the features needed to accelerate business growth and provide exceptional customer experiences.
Key features include improving sales and growth pipeline, creating engaging campaigns to send marketing content and automate marketing tasks, reports module allows users to build, generate and manage reports, dashboards, 360-degree view of customers and more.
Britecore
BriteCore | BriteCore Insurance Platform
BriteCore is a cloud-native platform designed for P&C insurers to enhance business growth and efficiency. It offers a modern customer experience and increases productivity.
Redtail CRM
Web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations.
Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations. It helps to increase sales and revenue, enhance customer relationships, and improve efficiency. ...
Redtail is a subscription service and its CRM providers are priced per database, rather than per user. It offers free phone and email support, free webinars, extensive online help documentation/videos, and a popular traveling Redtail University that provides more in-depth training in a fun setting.
Redtail CRM features include workflow to create a trail of accountability for each task, integration with the industry partners, export of customed data tracked reports, customizable calendars, notes to capture the important history, and many more.
PlanPlus Online
A Productivity System for Leaders and High Achievers
PlanPlus Online is a Productivity Software System for Leaders to help plan, execute, and achieve goals. It is built for professionals and agents working in real estate, finance, and insurance, enhancing their productivity by fusing the highly renowned Franklin Covey business planning methodology to the web, a business practice that focuses on effectively managing time and clients. ...
PlanPlus Online combines a proven productivity engine used by over 15 million people with a powerful Customer Relationship Management system with collaboration, sales, marketing, and project management features. It carries a variety of tools that will help users cover major business management facets, ranging from sales automation, CRM, email marketing, collaboration, project management, customer support, and website integration. PlanPlus Online’s Sales Force Automation (SFA) Process Builder provides a default template that can be used or can modify it to match a specific process.
PlanPlus Online features include digital sales assistant, custom sales dashboards, custom layouts with ideal client profile, create a scalable sales system, lead management with lead scoring, personalized activities on the prioritized daily task list, and more.
Blackbaud Raiser's Edge NXT®
Fundraising & Donor Management Software - Raiser's Edge NXT | Blackbaud
Blackbaud Raiser's Edge NXT is an integrated, cloud-based fundraising and relationship management solution for nonprofits. It helps to increase sales and revenue and acquire customers. Raiser's ...
Its features that help to drive fundraising efforts include identifying true growth opportunities to reach more supporters by inspiring and motivating them, spending more time focusing on missions by streamlining data, reporting, and administrative processes.
CAS genesisWorld
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.
Sage CRM
Manage every customer relationship with Sage CRM
Sage CRM is a cloud-based customer relationship management solution that helps businesses optimize the customer experience by offering tools to manage new and existing client relationships. It helps to enhance customer relationships and acquire customers. ...
Sage CRM accelerates response time to customer inquiries with accurate information related to project costing and pricing. It provides time and expenses tracking through mobile devices to get real-time insight on tasks completed, improve accounting processes with automated creation of customer invoices, revenue recognition entries, and budget adjustments, simplify project management and ensure accurate tracking to optimize profitability and keep projects on schedule.
Sage CRM helps to gain reliable insight where the business stands and act, understand customers better to improve customer retention and drive revenue growth, collaborate effectively to be productive and efficient, and accelerate team performance.
Maximizer CRM
SALES CRM SOFTWARE - PIPELINE MANAGEMENT
Maximizer CRM is a comprehensive, all-in-one solution which offers simple, accessible marketing, sales and customer care service tools to small and midsize businesses. It stores all customer information in one convenient, easy-to-use workspace, easily tailored to match the sales process. ...
Maximizer CRM features sales management, marketing automation, customer service and support and business productivity tools with integration with Microsoft products such as Outlook, Word, Excel and SharePoint. The solution's marketing automation application includes integrated campaign planning, email campaigns and marketing analytics. Users can target leads and customers and use list management capabilities to search and filter customer data by pre-defined criteria.
Maximizer CRM’s sales management feature includes sales team performance monitoring with the help of measuring criteria such as close and abandonment rate. Customers and prospects can be categorized per region, time zone, products purchased and other measures.
ClearView CRM
Powerful Nonprofit Fundraising Software
ClearView CRM helps nonprofits drive engagement and donations while streamlining operations. The software is designed by fundraising experts to increase organizational impact.
iMIS
iMIS, the #1 association software solution
iMIS enables connections with members, donors, and constituents on any device. Engagement is deepened, satisfaction improved, and retention increased.
LinxCRM
LinxCRM financial services client care software
LinxCRM is an on-premise customer relationship management (CRM) solution for financial services organizations. It's a Windows-based desktop system with secure remote access. It helps to enhance customer relationships and acquire customers. ...
LinxCRM helps to manage all the incoming commissions and alerts instantly to any underpayments which are locally written and supported. Its customization charges are as per the need and remains under control without an aggregator, franchise head office, or producer group.
Its features include mortgage finance, equipment finance, insurance, financial planning, and property management. It also includes team collaboration and planning, document management, workflow automation, marketing management, referral tools, and business reporting.
