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Pipeliner CRM: Reviews, Testimonials and Expert Opinions
(2688)Pipeliner CRM | Sales CRM Software - Sales Enablement
Top 42 Pipeliner CRM Alternatives : 2025
Scratchpad
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, ...
Less Annoying CRM
Simple Contact Management for Small Business
Less annoying is a CRM tool designed for small businesses to help manage contacts, track leads, and follow-ups. The platform helps in contact management by offering a single screen to access ...
The platform is hosted on cloud, making it easy to access information from any device without syncing or installing. Also, it automatically installs updates.
Teamgate CRM
Sales CRM software to power your growth
Teamgate is a Sales CRM platform designed to strengthen the entire sales experience. It helps to increase sales and revenue and enhance customer relationships. Teamgate CRM system provides a ...
It collects leads from the landing pages, communication tools, identity, organizes, qualifies the lead effectively and also accelerates the visibility of the sales. Its CRM lead management software allows to plan activities; interact with the leads; and finally, convert leads to deals at the appropriate time. Its sales CRM drag and drop feature lets to move the deals through each progressive stage of the sales management process, easily, and visibly.
monday sales CRM
The Sales CRM Software to fit the Sales Cycle
monday Sales CRM is a CRM tool that aids in gaining visibility into the sales pipeline in order to increase productivity. It centrally tracks and manages all aspects of the sales cycle, customer data, and more. ...
monday Sales CRM can easily tailor the CRM software to fit the sales cycle without the need for development assistance. By integrating email, it is possible to communicate more effectively with contacts while also saving time by automating sales processes.
Some of its features are email sync and tracking, activity management and tracking, sales forecasting, import data and merge duplicate data, lead capturing and so on.
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.
OnePageCRM
Sales CRM, Contact Management & Pipeline
OnePageCRM has converted the complexity of CRM into a to-do list so that users can convert leads to customers, reach targets and grow their businesses. This way sales staff focus on what drives sales, not bloated software with ineffective charts and graphs. ...
OnePageCRM’s lead clipper feature allows for one-click lead capture from various sources, such as LinkedIn, Gmail and Twitter. This software can also be integrated with a number of third-party lead generation, communication and financial applications. The system's contact management feature allows for the consolidation of business contacts and merging of duplicate entries.
OnePageCRM keeps the sales team engaged by sending notification emails to each member of a sales team whenever a new task is assigned. OnePageCRM performs a range of functions from contact management to sales reporting, ensuring that leads and prospects are constantly being moved through the sales process for a successful win. OnePageCRM can also be accessed through native mobile apps available for Android and iOS devices.
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.
Commence
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.
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.
Salesmate Sales CRM
Sales CRM Software for Growing Sales Teams
Salesmate is a sales CRM platform that enriches customer interactions, boosts sales productivity and helps win more deals. It helps to manage sales & revenue, save time and acquire new customers. ...
Salesmate is an intelligent sales CRM which helps sales reps to be more productive, increase their sales and engage deeply with their customers. Salesmate helps businesses close more deals faster.
Salesmate easily captures contacts, enrich them, track all conversations and activities, and have informed conversations with better insights, uses sales activity tracker to plan ahead, track activities and automate sales process steps. It improves on entire sales funnel by using interactive, pre-built, and customizable sales reports. These features help Salesmate in converting the team into a top-selling squad.
ConvergeHub
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.
FreeAgent CRM
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.
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.
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.
Copper
CRM Software Built for Google & G-Suite
Copper is a CRM software for small, mid-sized and enterprise companies to manage sales leads to improve customer relationship and grow business. The CRM is built on G Suite, enabling users to integrate all information associated with G Suite is made accessible from one place. ...
It is primarily used to improve sales productivity, collaborate and manage tasks efficiently and integrate with all G Suite products
Sales productivity features include lead management, contact management, visual pipeline management. Task management includes ready-to-use e-mail templates, e-mail sync and notifications. Collaboration tools include workflow automation with integration options available
LeadSquared Mobile CRM
Simple Mobile CRM to run your entire field sales operations
Leadsquared Mobile CRM is a mobile software targeted at Sales across all industry verticals which require to manage their field team's efficiency and build a highly productive field workforce. It ...
Leadsquared Mobile CRM has features such as field force management, field force automation, field force tracker, and reports. Automated day plans are generated and intelligent up / cross-sell signals are recommended to field sales agents.
noCRM.io
noCRM | Lead management software that really helps salespeople
noCRM is a SaaS lead management software that allows sales rep to create leads in seconds and manage their sales cycle from end to end. This is an easy to use sales management tool designed to help your sales team convert more leads. ...
It features built-in lead capturing, activities & status loop, customizable sales pipeline, built-in prospecting, team management, collaboration, statistics & reporting, customization, post-sale process, integrations and customer support.
It supports to drive more sales with smart features that eliminates the need for time-consuming training sessions. It allows to organize your sales process with a completely customizable sales funnel. It provides sales forecasting report, track performance, key sales metrics and in-depth insights into your business.
InStream
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.
Soffront
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.
Claritysoft CRM
CRM Software for Customer Relationship Management
Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation, and social CRM within a single solution. It helps to enhance customer relationships and increase sales and revenue. ...
Claritysoft’s helps organizations deliver outstanding customer experiences and helps the clients do more, with intuitive technology and a strong focus on the end-user experience. Companies use the software to turn prospects into customers and customers into advocates.
CRM features help to grow the business while operating more efficiently. Some of them include managing and sharing all the accounts from one place, share and track contact information across the organization, create and send branded professional emails to customers, qualify and convert leads into accounts, contacts, and opportunities and many more.
Solve CRM
Solve - Productivity CRM for Web, iPhone iPad and Android
Solve CRM is a cloud based CRM integrating with G Suite and can be deployed in industries such as Realty, Finance, Consulting and more. The software provides activity templates for automating ...
Solve CRM provides activity reports that provide status of activities, to-do lists, opportunities reports and team calendars. The secure workgroups feature enables permission based access to CRM data. It is also available as a mobile application.
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.
Pipeline CRM
Sales Pipeline Enablement Platform
Pipeline CRM is a sales pipeline enablement CRM platform designed for sales teams to help enhance and boost sales. The primary solutions offered by the platform include Sales pipeline ...
The platform tracks every deal and shares the account lists with the employees to help them achieve their targets. Also, it gives full visibility on customer accounts both pre- and post-sales so that the team can manage key deliverables, milestones, project details, and deadlines.
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.
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.
OptifiNow
Marketing Automation, Lead Management
Elevate your business with OptifiNow—the all-in-one CRM built for mortgage lending. Tailored for retail, consumer direct, wholesale, and correspondent channels, our platform boasts robust LOS integrations, integrated email/SMS marketing, and exclusive White Glove service, offering daily system management, unlimited training, and custom solutions. Reduce costs, enhance efficiency, and gain a long-term partner invested in your success. OptifiNow—the only CRM marrying cutting-edge technology with personalized support—crafting success through understanding, customization, and proactive responsiveness. ...
UNIQUE VALUE PROPOSITION
- CRM designed for all types of mortgage channels: retail, consumer direct, wholesale, correspondent
- Robust LOS integrations
- Integrated email, SMS, and collateral marketing
- Every client gets a unique instance of the CRM for unlimited customizations
- White Glove service includes daily CRM system management, weekly client meetings, unlimited training, data management services, custom software development, custom integrations, quarterly system reviews, best practices
WHY A LENDER SHOULD CARE
- Reduces the cost and complexity of implementing and maintaining a CRM platform
- Provides an all-in-one sales and marketing solution that integrates sales, marketing, and operations into a powerful and versatile tool
- Incredibly flexible solution that can support all types of mortgage lending channels: retail, consumer direct, wholesale, and correspondent.
- Incredibly flexible solution that can support all types of loan products: forward, reverse, home equity, Non-QM, private lending
- Experienced and agile vendor that can support virtually any type of integration from any vendor
- Lenders need a long-term partner like OptifiNow in order to be successful with a CRM platform.
- Because OptifiNow is the only vendor that invests in their clients to ensure maximum usability, adoption, and value
WHAT MAKES US THE BEST IN THE CRM CATEGORY
- OptifiNow is the best CRM because of our unique combination of powerful technology and White Glove service.
- We’re the best because we have extensive experience in the mortgage industry
- We’re the best because we take the time to understand how our clients operate
- We’re the best because we customize our CRM to meet the precise needs of our clients.
- We’re the best because we are experts at integrations and can build a robust tech stack that streamlines a mortgage lender’s sales and marketing process
- We’re the best because we listen and respond quickly to our client’s requests
- We’re the best because we proactively help our clients make the best use of our CRM
SalezShark
Customer Relationship Management with end to end sales and marketing automation
SalezShark is a Customer Intelligence platform, equipped with the end to end sales and marketing automation features to help reap maximum productivity. It helps to improve ROI and increase sales and revenue. ...
SalezShark is a cloud-based automation tool that assists companies to get real-time insights, improve lead conversion, and deliver omni-channel customer support. It helps to nurture client relationships through every sales stage. Its unique relationship cloud enables to understand customers, and meet organizational goals in much lesser time.
Some of the key features of SalezShark include lead management that helps to acquire all the client information under one roof for easy tracking and management, email marketing to drive sales and ROI for the business, relationship intelligence for a mutual relationship of users internally and socially to help turn leads into prospects and win deals more efficiently and many more.
Bigcontacts CRM
BIGContacts | CRM and email marketing app for small businesses
Bigcontacts is a CRM and Marketing Automation tool that organizes communication with customers & prospects to grow business. It helps to capture more leads, more sales and retain customers. ...
Bigcontacts CRM helps to streamline lead to revenue strategy to ensure sales and marketing are working toward revenue as a common goal.
Managing prospects and customer relationships is by keeping track of all contacts, calendars and tasks in one platform. All communications with contacts can easily be captured and stored with Bigcontacts including notes, calls, meetings, tasks, files, photos, sales opportunities and all email communication. Bigcontacts gives real visibility into how engaged the contacts are with the emails sent to them on a day-to-day basis.
Zoho CRM Plus
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.
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.
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.
Kapture CRM
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.
Salesseek
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.
Lasso CRM
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.
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.
Salesforce Essentials
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.
Insightly CRM
CRM Software for Gmail, G Suite and Outlook.
Insightly is a customer relationship management (CRM) tool designed for marketing, Sales, and Project Management professionals to assist in complex sales and marketing campaigns. The platform ...
The software provides Gmail and Outlook plugins, and tools that helps to integrate with other systems. The marketing campaign effectiveness can be measured using segmenting and speaking with the audiences, sharing content on every interaction and utilizing the customizable dashboard. The business processes can be streamlined further with the help of custom objects and apps.
Capsule CRM
Build stronger customer relationships, make more sales and save time.
Capsule a CRM platform helps businesses stay organized, know more about the customers, build strong relationships, and to make the most of sales opportunities, all while minimizing user input. It helps to increase sales and revenue and enhance customer relationships. ...
Capsule also helps to tailor the system to meet the needs of different businesses, including custom fields, tags, and branding options. It also integrates with a range of leading small-business solutions for customer support, email marketing, document management, and accounting.
Its features include creating and managing a list of contacts, create tracks to match the business processes, easily track sales opportunities, insightful reports of sales performance, capturing the right information with custom fields to match the brand, and many more.
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.
