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Scratchpad: Reviews, Testimonials and Expert Opinions
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Top 72 Scratchpad Alternatives : 2025
Veloxy
Sales Enablement Software for Salesforce CRM
Veloxy is an AI-powered Sales Enablement and Predictive Forecasting Software for Salesforce CRM that help Sales Reps engage in the Salesforce CRM with integrated software for sales management. It helps businesses using Salesforce CRM track potential leads, schedule and send emails to customers in bulk and share product information with prospective clients in real-time. It also helps to increase sales and revenue, acquire customers, and improve ROI. ...
It helps sales reps engage in the Salesforce CRM with integrated software for sales management. It helps them get more out of it than they put in while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. Veloxy Mobile and Veloxy Engage Salesforce CRM integrated software supports automatically logging actions like calls, emails sent, opens, and replies, and helps to add and maintain information on the go, as a natural step in the sales workflow.
Its features include powerful email analytics and notifications, Can-Spam compliant email prospecting, contact, and convert lead to opportunity management, streamlined user interface and experience and more.
ExpensePoint
ExpensePoint – Expense Reporting Made Easy
ExpensePoint automates expense management by effortlessly filling out expenses. Snap a photo, and the dependable Receipt Reader system handles the rest.
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.
iDeals Virtual Data Room
Virtual Data Room Features - idealsvdr.com
iDeals Virtual Data Room offers advanced features for M&A, IPO, and capital raising. Users can request pricing and start a free trial.
Highspot
Advanced Sales Enablement Tools and Software
Highspot is a sales enablement platform that connects sales teams to the most relevant content for each situation and provides a flexible way to present content to customers. It helps to improve the performance of their revenue teams, elevate customer conversations that drive strategic growth and more. ...
Highspot empowers organizations to manage content, guide, train, and coach reps, and engage customers on the #1-rated platform in the sales enablement category. It helps companies increase the impact of their customer-facing teams and offers flexible content management combined with semantic search, intelligent recommendations and customer relationship management integration, enabling businesses to engage more effectively with customers, driving increased revenue and customer satisfaction.
Key features include maximizes marketing investment, infuses guidance in every conversation with dynamic playbooks and AI-driven recommendations everywhere your sellers work, onboarding and training makes easier for reps to gain new knowledge or brush up when (and where) they need it, drive repeatable success using individual ratings and reviews or by leveraging expert methodologies and more.
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.
Dooly
Dooly Sales Enablement Tool for a winning sales process
Dooly is a sales enablement platform that helps with information and insights needed to close business sales. It helps the revenue teams win more deals, improving CRM hygiene, running a winning sales process, and eliminating low-value work. It also updates Salesforce, takes notes, manages all deals and automatically adds new contacts to an account helping teams run a winning sales process. ...
Dooly makes it effortless for sellers to collect the right information, ask the right questions, and always have the right answers. With Dooly, sellers use pre-built templates to fill out mandatory fields for the sales methodology and real-time playbooks to help guide their calls.
Some of its features include syncing the meeting notes to Salesforce automatically, managing all the deals at once with one-click updates, and templates prompting to collect the deal info and to keep deals moving forward with better conversations and close more deals.
Zight
All-In-One Screenshots, Videos, Screen Recording & GIF
Zight, formerly CloudApp, creates software to assist individuals all over the world to interact more effectively asynchronously by using a unified application to produce, annotate, and share screenshots, videos, screen recordings, GIFs, and other media. ...
Zight supports happier and more productive organizations through improved communication, saving time and reducing misunderstandings.
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.
Mediafly
Sales Enablement Software & Content Management Platform
Mediafly is an AI-powered sales enablement platform that gives marketers and sales reps a comprehensive solution that helps to engage with their buyers effectively at every stage of the buyer's journey. It covers the entire range of sales enablement from content management to value selling and customer engagement to revenue intelligence. Mediafly provides conversation intelligence, sales coaching & training in one platform so you can onboard and ramp sellers faster. Overall it helps to improve win rates, faster deal cycles and greater preparedness of sales reps. ...
Mediafly's flagship solution Revenue 360 connects sales enablement, value selling, customer engagement and revenue intelligence to create a personalized and interactive buyer experience. It enables sales reps in real-time with contextual training and guided selling. It helps to improve pipeline visibility and forecast accuracy with ML-powered dashboards. Overall helps to achieve revenue goals. It also provides high-quality leads and accelerates sales cycles quantifying the business value and even helps to convert buyer-seller interactions into actionable insights.
Some of the key capabilities include the ability to measure content ROI by tracking what content is resonating with the audience and what is not working with centralized content management. It provides a 360º view of the customer journey improving sales efficiency and effectiveness. Communicating and quantifying the value pre and post-sale, delighting buyers with interactive presentations, proactively spot risk, improving forecast accuracy, inspecting pipelines, reporting on any metric, and driving predictable revenue growth with AI-powered revenue intelligence.
Docsend
DocSend - Share business-critical documents with confidence
DocSend is a secure document sharing platform which enables sharing, tracking and managing important documents in a secure environment. It enables Sales Enablement, Investor Relations, Board Management, and FundRaising activities and can be used by Sales Leaders, startup founders, investment bankers, and consultants. ...
DocSend features include secure sharing of documents by sharing through DocSend links, which eliminates sending bulky documents as attachments. It supports all file formats and provides password and email verification for controlling access to sensitive documents. Editing of documents is possible even after sharing with the corrections getting updated automatically in all shared links.
DocSend features include analytics on the documents each time it is viewed, providing pagewise analytics, popular pages and new stakeholder info. DocSend’s feature DocSend Spaces enables sharing of multiple documents within one link enabling a single point of reference. DocSend’s eSignature feature enables converting the document into a legally binding one, with provision for audit trail and signed copies sent to stakeholders.
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.
Vtiger Sales CRM
Vtiger CRM | Sell. Effortlessly, Close more deals, boost sales team productivity, and reduce time to make a sale
Vtiger’s sales CRM software allows the sales team to close more deals, boost team productivity and reduce time on every deal. It helps to increase conversion rate, boost revenue and grow renewal rates. ...
It features contact management, opportunity management, scheduling appointments, pre-built forecasts, automated workflows, email marketing, sales insights, reporting, collaboration and mobile apps.
It captures leads and sales enquiries from media channels, phone calls and trade fairs. It automatically assigns leads to reps based on different criteria and provides tools to pursue follow-ups. It analyses campaign performance to improve targeting and offers forecasting and deeper insights on open deals.
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.
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.
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.
Membrain CRM
Sales Enablement CRM for B2B Sales
Membrain is a Sales Enablement CRM built for B2B sales teams enabling execution on Sales strategy and build processes for deal winning behaviours. Membrain Sales Enablement CRM can co-exist or ...
Membrain includes features such as a CRM database, tools for building Sales enablement process workflow, templates for content, Sales forecasting and analytics tools, and productivity and collaboration tools.
PamFax
Send and receive faxes without phone lines and fax machines.
Pamela-for-Skype allows users to send and receive faxes easily with PamFax software, offering three free pages upon signup. Worldwide sending and receiving are supported and certified by Skype.
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.
YetiForce CRM
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.
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.
Exceed.ai
Exceed.ai - Accelerating Sales & Marketing with AI and Automation
Exceed.ai is an AI-powered Sales Enablement Software that automatically communicates with leads and enables sales and marketing teams to scale their lead engagement and qualification efforts. Exceed.ai follows up with every lead and qualifies them quickly and easily through two-way, automated conversations with prospects using natural language over chat and email. ...
Exceed.ai operates as a prospecting tool, enabling prospects to have human-like conversations with a virtual sales assistant through automated email communication or website chat forms. Designed to give prospects a ‘human experience’ until they qualify to speak to a real human agent, Exceed.ai utilizes machine learning technology to follow and replicate successful sales rep interactions. Other automation features include lead qualification and intelligent response processing, which enable the virtual assistant to understand lead responses and identify sales-ready opportunities.
Exceed.ai also offers a meeting scheduler, dynamic nurturing technology and personalization tools, such as firmographics and user profile data, which allow users to make meetings with leads and tailor lead conversations. Exceed.ai technology helps users manage leads, from initial engagement to handover to a real sales agent.
Enablix
Sales Enablement Platform for Marketers
Enablix is a content enablement platform for marketing, sales teams to drive sales and increase revenue. Enablix helps marketing team to manage and drive content enablement that spans the entire ...
Enablix comes with integrations to marketing and sales apps to gain content insights, it automates sales communication to keep sales on message, it provides a central hub for trusted content both sales and marketing can easily access which in turn helps in driving sales numbers and increase revenue
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.
GetAccept
Sales Enablement Platform Fully Enhances B2B Sales Experience
GetAccept is a sales enablement and electronic signature solution platform for sales, sales operation, customer success and legal teams to close the deals faster and increase revenue. ...
It comes with data-driven analytics, sales automation, and personalized engagement features. It provides API to connect with any tools and electronic signature for closing deals faster.
Showpad
Sales Enablement and Marketing Platform Leader
Showpad is a sales enablement platform for training and coaching that enables centralized content for sales, marketing, onboarding, training, coaching and conversational content in an intuitive user interface and locates and recommends the right content. ...
Showpad's features include Content Analytics, Seller Analytics, Buyer Analytics, Conversation Intelligence, Personalized Content, Interactive Presentations, Content Sharing, Buyer Collaboration, Sales Content Guidance, Sales Onboarding and Training.
Showpad's Sales Content Findability feature enables sellers to discover and share the right sales content for every opportunity. Its Buyer Collaboration feature allows content to be shared quickly and supports seamless collaboration with all decision-makers, and the Personalized Content feature allows sellers to deliver an engaging buyer experience through personalized pitches and gives marketing visibility.
Seismic
Sales Enablement Software for right sales content and optimize sales process
Seismic is a sales & marketing enablement software that provides reps with the right content that compel buyer action. It is best suited for sales team to provide a personalized experience with the right data for every customer interaction. ...
It offers features like content management, targeted communication, training tools, data findability, content personalization & collaboration, engagement tracking, data analytics and reporting.
It offers a centralized location to manage all sales resources, information and content thereby increasing productivity and effectiveness. It provides strategic focus, cross-functional visibility and operational efficiency to orchestrate great customer experience. It supports with precise materials automatically to increase buyer engagement with appropriate information.
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
Showpad Content
Sales Enablement and Marketing Platform
Showpad Content is a content platform made available for the sales team to leverage visually engaging on-brand content developed by the marketing teams. It provides the sales team a centralized ...
The Sales content management centralizes asset management through automatic content sync with existing CMS or DAM systems. The platform is equipped with data access, security compliance, integration with CRM, Marketing Automation Systems or custom using APIs or SDKs ; Content Recommendation for sellers provides intelligent recommendations for Salesforce using AI and ML; Personalized or Visually engaging experiences delivered using Showpad Experiences; Collaborate with buyers through shared spaces helps all stakeholders get a holistic view of the buying process; Using Analytics and AI measure key metrics - content analytics (marketing), prospect insights (sales), user analytics (sales leadership). Using MeetingIQ understand how content is used in field, helping to optimize content strategy.
Infoflo CRM
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.
Dialpad Sell
Sales enablement tool that leverages AI and help sales team close more deals
DialpadSell is a cloud-based business phone solution software for sales teams to increase revenue through sales communications. It is primarily used for sales communication, sales coaching, ...
It uses advanced VoIP technologies WebRTC and Opus codec to provide the widest range of bandwidth. It uses Natural language processing to analyze and Machine Learning to provide intelligent recommendations in real-time.
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.
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.
CapLinked
Virtual Data Room | CapLinked
CapLinked offers intelligent and user-friendly virtual data room features. These tools are designed to help users close more deals efficiently.
ShareVault
Virtual Data Room - Virtual Data Room Providers | ShareVault
ShareVault offers Virtual Data Rooms for secure document sharing. These rooms are utilized during due diligence and critical business processes.
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.
Streamz
AI powered Sales Enablement and Sales Readiness Platform
Streamz is an AI-based Sales readiness platform that empowers companies to build and maintain engaged and differentiated sales teams. It's ‘Always-on: Continuous Measurement, Continuous Improvement’ approach to sales enablement and readiness has been deployed across widely distributed teams in several countries and languages across the world. ...
The platform is hosted on AWS RDS, and is built with flexibility to allow customization based on business logic, data management and user interface. It enables sales readiness by accessing the common infrastructure for building channel solutions and bringing together brands, distributors and retail networks on one platform.
The software allows customization of workflows based on roles and processes unique to the organization, skills for each role, and creation of personalized learning for each group. The features include analytics and insights with drill-downs based on business hierarchies, sales structure and product hierarchy.
It is multilingual, allows for creation of quick content with translation workflows, and provides ease of administration across the globe with access permissions and other enterprise grade security features. It can be deployed across devices and networks and integrates with the existing business software.
Merchant Relationship Management
CRM & Underwriting Platform
IRIS-CRM is a user-friendly merchant services management solution that efficiently handles CRM and underwriting. Merchants are securely managed with NMI's onboarding features.
RepZio
Mobile Sales Rep Software
RepZio for iOS works both online and offline, making it ideal for a mobile sales force. Sales reps can create presentations, check stock levels, and manage inventory from their mobile devices.
LinkPoint Connect
Editions I LinkPoint360
LinkPoint360 offers email-to-CRM integration products for Salesforce and Microsoft. CRM records are easily managed, increasing productivity.
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.
Kommo
Empower your team to sell more effectively
Kommo is a messenger-based sales and marketing CRM for sales, and marketing teams to boost sales, enhance customer engagement and increase revenue. Kommo helps sales teams to synch data from all ...
Kommo comes with popular messenger apps: Facebook Messenger, Instagram, Skype, WeChat, Telegram and more. It offers an AI chatbot that’s enhanced with natural language processing, it can detect lead or customer’s intentions during the conversation, and then respond with pre-made templates and workflows. You can build your own chatbot with zero code, amoCRM integrates with email services, VoIP telephony, lead forms, payment processors and dozens more built-in integrations.
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.
Nextiva Customer Relationship Suite
Manage sales & customer support with one powerful CRM workspace.
Nextiva Customer Relationship Suite helps firms manage sales and customer service interactions. It communicates with customers on any channel, works with the team in real-time to solve issues, customer data and analytics to make the best business decision for growth. ...
Nextiva Customer Relationship Suite manages sales and customer support with one powerful CRM workspace, takes the guesswork out of customer relationships, tracks and analyzes the entire pipeline for valuable hidden business insights.
Key features include a customer experience score, sentiment score, smart topics, and rules engine (NextSTEP).
Bigtincan Hub
The leading AI-powered sales enablement automation platform for sales and marketing
Bigtincan Hub is a sales and content enablement automation platform designed for sales, service and marketing teams. It supports every phase of the buying process and helps the team to drive enhanced business results and deliver better customer experience. ...
The AI enabled platform helps to optimize sales content in a native language anywhere, anytime and via any device. It offers features including onboarding, meeting management, customer engagement, Sales and marketing alignment, collaboration between sales and marketing teams and training. Apart from that, it also has flexible smart forms and interactive content creation capability.
This integrated software leverages existing and potential customer information, interaction data, predictive analytics using machine learning capabilities and mobile-first design to help enhance sales productivity and performance.
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.
Vtiger all-in-one CRM
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.
Follow Up Boss
Real Estate CRM and Lead Management Software to deliver an incredible customer experience
Follow Up Boss is a real estate CRM and lead management system that allows automatic distribution and follow up leads from over 200 different lead sources. It helps real estate teams, make the sales process, and follow up as efficient and effective as possible. ...
Follow Up Boss optimizes core sales activities for real estate agents and teams to help them set more appointments and close more deals with their leads, past clients, and sphere of influence. Laser-focused on lead generation, conversion, and follow-up, the system is designed to push its users to be the fastest and most organized real estate agent around.
The key features of Follow Up Boss are Email Integration, Sales Forecasting, Application Integration, Custom Fields, Lead Scoring, Sales Analytics, Campaign Management, Tracking Pixel, Company Number, Action Plan, and more. It integrates with existing contacts and dozens of email lead sources.
Chameleon Intelligent
Chameleon - User Onboarding & Product Adoption for Web Apps
Chameleon enables modern SaaS teams to control, configure, and customize in-product UX. User adoption is driven by Chameleon's software to boost revenue.
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.
Business Card Reader
Business Card Reader application | MagneticOne MobileWorks
Business-card-reader application by MagneticOne MobileWorks simplifies work by preserving partner information. Download now to avoid losing valuable contact details.
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.
MarketSharp
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.
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.
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.
Prophet CRM
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.
Method CRM
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.
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.
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.
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.
SpiceCSM Engagement Suite
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.
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.
SymVolli
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.
SentiSum Platform
Customer enablement software to deep dive customer friction
SentiSum is a Customer Analytics Software that connects and understands customer moments across the business to accelerate and action insight in the moments that matter. It also helps to enhance customer relationships, improve ROI and increase sales and revenue. ...
SentiSum uncovers the reasons for customer contact from every conversation and make evidence-backed decisions and drive cross-functional change. It turns thousands of negative reviews, comments and survey answers into customer insight in real-time and tackles the root cause of customer friction.
Some of its features include the fastest time to insight, makes CX collaborative, truly multichannel, reduce churn, improve insight accuracy and so on.
Denave
Denave-End to End Sales Enablement Service Provider
Denave is an end-to-end sales enablement service provider with over 50,000 combined years of experience. They have trained 150,000+ salespeople across 500+ cities globally.
