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Tall Emu CRM: Reviews, Testimonials and Expert Opinions

4.28 5
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(515)

Tall Emu CRM | CRM designed for Business to gain efficiencies and a competitive edge

Top 47 Tall Emu CRM Alternatives : 2025

Floify

Mortgage Automation and Point-of-Sale

4.73

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Floify

4.73
★★★★★
★★★★★
Mortgage Automation and Point-of-Sale

Floify is a Mortgage Automation and Point-of-Sale Solution that helps to automate and manage all processes of loan origination. It helps mortgage professionals automate lending processes and improve communication between all stakeholders. ...

It provides a portal to collect and verify documents, track progress, and efficiently close borrowing pipelines, to increase the profitability of mortgage operations. It has a secure document portal, automated borrower and agent notification platform, suite of productivity integrations and so much more.

Key features include loan document management, customer database, loan processing, multi-branch support, digital signature, credit reporting, visual representation and more. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Floify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks.

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monday sales CRM

The Sales CRM Software to fit the Sales Cycle

4.72

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monday sales CRM

4.72
★★★★★
★★★★★
The Sales CRM Software to fit the Sales Cycle

monday Sales CRM is a CRM tool that aids in gaining visibility into the sales pipeline in order to increase productivity. It centrally tracks and manages all aspects of the sales cycle, customer data, and more. ...

monday Sales CRM can easily tailor the CRM software to fit the sales cycle without the need for development assistance. By integrating email, it is possible to communicate more effectively with contacts while also saving time by automating sales processes.

Some of its features are email sync and tracking, activity management and tracking, sales forecasting, import data and merge duplicate data, lead capturing and so on.

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TeamGram

CRM, Quote, Proposal and Sales Management Software

4.70

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TeamGram

4.70
★★★★★
★★★★★
CRM, Quote, Proposal and Sales Management Software

TeamGram is a cloud-based CRM tool for small and medium-sized businesses that helps in teams collaboration, manage tasks and sales cycle. It helps to increase sales and revenue and enhance customer relationships. ...

TeamGram provides a sales dashboard through which one can view live sales metrics and forecasts and get the big picture with a glance and then get the details with a click.TeamGram allows to customize sales process. It helps to manage the sales cycle from initial contact to quote preparation and order fulfillment. It is accessible anywhere, on the cloud, and mobile devices. TeamGram's news feed helps in seamless sharing among team members.

TeamGram features to manage business contacts all in one place, monitors the entire sales process, creates a product list, and manages inventory, enhances sales activities, and enables ready to deploy forms.

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OnePageCRM

Sales CRM, Contact Management & Pipeline

4.67

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OnePageCRM

4.67
★★★★★
★★★★★
Sales CRM, Contact Management & Pipeline

OnePageCRM has converted the complexity of CRM into a to-do list so that users can convert leads to customers, reach targets and grow their businesses. This way sales staff focus on what drives sales, not bloated software with ineffective charts and graphs. ...

OnePageCRM’s lead clipper feature allows for one-click lead capture from various sources, such as LinkedIn, Gmail and Twitter. This software can also be integrated with a number of third-party lead generation, communication and financial applications. The system's contact management feature allows for the consolidation of business contacts and merging of duplicate entries.

OnePageCRM keeps the sales team engaged by sending notification emails to each member of a sales team whenever a new task is assigned. OnePageCRM performs a range of functions from contact management to sales reporting, ensuring that leads and prospects are constantly being moved through the sales process for a successful win. OnePageCRM can also be accessed through native mobile apps available for Android and iOS devices.

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Mothernode CRM

Scalable CRM solutions to grow with business

4.66

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Mothernode CRM

4.66
★★★★★
★★★★★
Scalable CRM solutions to grow with business

Mothernode CRM is a CRM Software. Mothernode CRM is a leading customer management service created to provide businesses with a cutting edge platform to better manage their company and customers. ...

Mothernode CRM helps businesses save time and money by allowing all users to share information such as emails, documents, notes, tasks, calendars and more, across all departments, in real-time. Mothernode improves collaboration, increases productivity and reduces redundancy.

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Jobnimbus CRM

JobNimbus: Simple CRM and Project Management Software

4.64

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Jobnimbus CRM

4.64
★★★★★
★★★★★
JobNimbus: Simple CRM and Project Management Software

Jobnimbus CRM is an integrated customer relationship management (CRM) and project management solution designed to help businesses track leads, jobs, and tasks. The cloud based platform provides ...

The tool allows integration with google calendar, companycam, Beacon, eagleview, quickbooks, zapier to name a few. Also, it offers two way sync with Google Calendar, providing visibility on JobNimbus tasks from anywhere.

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Eway CRM

The Best CRM Software for Outlook

4.63

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Eway CRM

4.63
★★★★★
★★★★★
The Best CRM Software for Outlook

Eway CRM is a Microsoft Outlook plug-in with a client-server architecture that uncovers the full potential of Microsoft Outlook. It quickly creates leads/projects from emails, also with integrated mail merges that help to manage customer relationships, track projects, and tasks and work as a team. ...

It helps to Access clients, projects, business opportunities and customer communications right from the CRM for Outlook and automatically captures the contact information and files the email. Also, helps to track post-sales activities and automatically copy all communications. It is even accessible on web browsers.

Some of its features are synchronized with the smartphone, automatic email tracking, all deals and leads in one place, integration with web forms and lead generating tools, marketing emails right inside the CRM, and so on.

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C2CRM

Flexible CRM that manages client relationships throughout the sales cycle.

4.62

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C2CRM

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

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

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

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

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Gold-Vision CRM

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

4.60

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Gold-Vision CRM

4.60
★★★★★
★★★★★
A complete CRM solution, highly configurable and scales in-line with business needs.

Gold-Vision is a fully customizable and affordable CRM system that supports business needs. Our system lets to manage customer data, integrate with business tools and manage teams - all in one place, wherever you are, on any device. ...

Gold-Vision CRM is a CRM solution that will unify sales and marketing teams. It is simple to use, highly configurable and scales in line with business needs. It helps mid-market organizations to do business better. It provides solutions for SMEs to major international groups.

Gold-Vision CRM has access to various sales tools that provide visibility on how leads are performing. It captures data automatically from website forms, live chats, or IP tracking tools, defines touchpoints to score leads, and gets a live view of the pipeline. Also, sales automation features enhance the sales process with reminder alerts, defined due dates, follow-ups, and much more. Its sales teams spend more time closing deals and less time on unnecessary admin with dynamic screen designs, alerting and automated workflows.

Some of its features include easy screen design, customizable widgets, mobile responsive, manage accounts and contacts, document management, document management, task management, interaction tracking, marketing automation, email tracking, touchpoint scoring, campaign ROI, photo gallery, campaign status, multi-language, workflow and alerts, and more.

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YetiForce CRM

An open source application that is constantly being improved

4.59

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YetiForce CRM

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

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

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

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

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WORKetc

Business Management Software, Web based CRM, Project Management and Collaboration.

4.58

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WORKetc

4.58
★★★★★
★★★★★
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.

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Intouch CRM

CRM system with full Sales and Marketing Features

4.56

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Intouch CRM

4.56
★★★★★
★★★★★
CRM system with full Sales and Marketing Features

Intouch CRM is a sales and marketing system that brings business tools to give one-stop shops to manage and grow business, eliminating the need to use multiple systems at a high cost. The platform has integrated web-based CRM, email marketing, database and task management designed for small businesses. This helps to close more deals and grow business. ...

InTouchCRM enables to store contacts safely in the cloud, in other words, the team can access them from any place, at any time for optimum collaboration. Users can nurture prospects and communicate with customers on a regular basis with InTouchCRM's email marketing software. Lead nurturing process is facilitated by InTouchCRM's integrated webforms. InTouchCRM’s text message marketing enables to send personalised texts to prospects and customers, using any data from the available contact list. It creates automated marketing campaigns, custom surveys.

InTouchCRM’s integrated calendar allows the system to set important, automatic tasks & reminders. InTouch is the ideal platform for any small business to become more organised, save time and increase sales.

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SalesNOW

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

4.54

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SalesNOW

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

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

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

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

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Plutio

Everything you need to run your business . Manage projects, communicate with clients, share files

4.52

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Plutio

4.52
★★★★★
★★★★★
Everything you need to run your business . Manage projects, communicate with clients, share files

Plutio offers a comprehensive suite to manage projects, collaborate, and automate workflows. Files can be shared, proposals created, and payments processed within a single app.

IXACT Contact

Real Estate CRM & Marketing Automation System to win more business

4.50

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IXACT Contact

4.50
★★★★★
★★★★★
Real Estate CRM & Marketing Automation System to win more business

IXACT Contact is a Real Estate CRM Software and Marketing Automation all in one integrated solution that helps to keep in touch with the clients and contacts in a strategic way. It helps to acquire customers and enhance customer relationships. ...

IXACT Contact helps to get more leads and referrals and manage and stay on track towards reaching business goals. It helps manage business pipeline, keep-in-touch calls, email marketing, regular business activities and stay up-to-date. It also helps to manage the business on smartphone or tablet with its mobile app version.

IXACT Contact features include converting leads into clients, organizing the data, and putting them together in an easy-to-manage database, building rich contact profiles including social media information and photos, nurture longer-term leads, create a new agent website and much more.

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Funraise

The Best Nonprofit Fundraising Solution

4.49

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Funraise

4.49
★★★★★
★★★★★
The Best Nonprofit Fundraising Solution

Funraise simplifies nonprofit fundraising with innovative features and tools, making it easier than ever. Nonprofits are empowered to enhance their fundraising efforts effectively.

Infoflo CRM

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

4.48

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Infoflo CRM

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

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

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

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

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Market Leader

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

4.47

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Market Leader

4.47
★★★★★
★★★★★
Real Estate CRM Software pioneer in lead generation and contact management systems

Market Leader is a pioneer in lead generation and contact management systems helping real estate professionals manage and grow their businesses. It helps to acquire customers and scale best practices. ...

Market Leader helps to generate leads and engage with leads and contacts including a customizable IDX website, CRM, and marketing design center. It empowers the team with all of the features of agent tools plus lead distribution, productivity tracking, agent and team websites, and a sleek owner dashboard to manage it all.

Some of its features include customizable website, robust CRM, marketing automation, ensure a steady stream of leads with leads direct, speed to leads with real-time push notifications and contact records including lead insights, easily navigate to see which reminders are due and many more.

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Unanet CRM by Cosential

Commercial CRM for Construction, Architecture

4.45

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Unanet CRM by Cosential

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

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

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

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

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Virtuous CRM

Responsive Nonprofit CRM & Marketing Automation Platform

4.45

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Virtuous CRM

4.45
★★★★★
★★★★★
Responsive Nonprofit CRM & Marketing Automation Platform

Virtuous CRM is a Responsive Non-profit CRM built for mid-sized or large non-profits for enabling better donor relationships. The software can also be accessed on mobile devices. Virtuous ...

The Email integration and Task management feature enables automating tasks and assignments and integrating CRM with the Inbox. It also provides auto-generation of emails and mobile alerts when tasks are due including automated prompts for special donor events to send personalized messages and follow-ups.

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InStream

Sales, contact management and relationship automation tool

4.43

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InStream

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

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

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

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

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Wise Agent

Real Estate CRM Software to increase the productivity

4.42

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Wise Agent

4.42
★★★★★
★★★★★
Real Estate CRM Software to increase the productivity

Wise Agent is a Real Estate CRM platform that automates the leads, responses, appointments, and transactions. It provides seamless transaction management, centralized client information and smart marketing automation. It provides the members one simple platform to run and organize every aspect of the business. It helps to acquire customers and enhance customer relationships. ...

Wise Agent provides seamless transaction experience from initial outreach to the closing table. Wise Agent is integrated with Zapier and also provides native integration to applications like Google Calendar, Google Contacts, Twitter, Gmail etc.

Some of its features to run a successful business include contact management, lead automation, transaction management, team features, time management and many more.

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SalesNexus

Enterprise CRM and marketing automation Platform

4.40

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SalesNexus

4.40
★★★★★
★★★★★
Enterprise CRM and marketing automation Platform

SalesNexus is an all-in-one CRM, SMS, & Email Marketing Automation designed specifically for sales teams keeping it simple for users and less expensive for the business. It makes selling easier, faster, and more effective. Create emails and automatic, ongoing campaigns for every segment and also validate and build sales and generate warm sales leads. ...

It helps to manage the sales pipeline, past orders, and sales performance. Provides email automation, email designs, and lead nurturing ensuring that the new leads are automatically transferred into SalesNexus and converting the lead list into customers with automated alerts to sales.

SalesNexus features are: Manage contacts and companies, Schedule and delegate tasks and retain a history of all of them. Add notes and track relationships, create leaderboards, sales activity reports, instant management visibility into all customer interactions and more.

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Vendasta Platform

Vendasta | The white-label platform for companies selling

4.40

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Vendasta Platform

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

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

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

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

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Soffront

Soffront - Digital Marketing Company

4.40

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Soffront

4.40
★★★★★
★★★★★
Soffront - Digital Marketing Company

Soffront is a CRM platform that offers fully managed marketing services to establish the brand, generate more leads, and close more sales. It helps to acquire customers and increase sales and revenue. ...

Soffront helps to build a beautiful and mobile-friendly website that gives just the right impression and drives results, generate more leads with paid search and social advertising services, nurture leads automatically with email marketing services, get found by the right prospects and more.

Soffront features include qualify leads with marketing automation, get organized and automate sales follow-ups, design workflows to create advocates, build a web presence, and generate more leads, and so on.

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Claritysoft CRM

CRM Software for Customer Relationship Management

4.39

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Claritysoft CRM

4.39
★★★★★
★★★★★
CRM Software for Customer Relationship Management

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation, and social CRM within a single solution. It helps to enhance customer relationships and increase sales and revenue. ...

Claritysoft’s helps organizations deliver outstanding customer experiences and helps the clients do more, with intuitive technology and a strong focus on the end-user experience. Companies use the software to turn prospects into customers and customers into advocates.

CRM features help to grow the business while operating more efficiently. Some of them include managing and sharing all the accounts from one place, share and track contact information across the organization, create and send branded professional emails to customers, qualify and convert leads into accounts, contacts, and opportunities and many more.

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Solve CRM

Solve - Productivity CRM for Web, iPhone iPad and Android

4.39

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Solve CRM

4.39
★★★★★
★★★★★
Solve - Productivity CRM for Web, iPhone iPad and Android

Solve CRM is a cloud based CRM integrating with G Suite and can be deployed in industries such as Realty, Finance, Consulting and more. The software provides activity templates for automating ...

Solve CRM provides activity reports that provide status of activities, to-do lists, opportunities reports and team calendars. The secure workgroups feature enables permission based access to CRM data. It is also available as a mobile application.

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Ringy

Close More Sales with a Communications-focused CRM

4.39

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Ringy

4.39
★★★★★
★★★★★
Close More Sales with a Communications-focused CRM

iSalesCRM is a VOIP Text Marketing Automation CRM Software that helps businesses manage leads and automate marketing operations. The platform integrates with third-party applications and offers mobile access for lead management and notifications. ...

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Simplicity CRM

CRM , Loyalty Software

4.38

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Simplicity CRM

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

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

Vtiger all-in-one CRM

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

4.35

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Vtiger all-in-one CRM

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

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

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

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

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LionDesk

Cloud-Based CRM & Communications Tool for Realtors & Brokers

4.34

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LionDesk

4.34
★★★★★
★★★★★
Cloud-Based CRM & Communications Tool for Realtors & Brokers

Liondesk is a cloud based CRM and Communication tool for retailers and brokers. It helps to acquire customers and enhance customer relationships. It helps to organize contacts, automate client ...

Its features include Auto Drip Campaigns, Bulk Text Messages, Video Communication, Task Reminders, AI Lead Assist, Multiple Pipeline Transaction Management and much more. It provides integration with all leading business tools.

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Karma CRM

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

4.33

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Karma CRM

4.33
★★★★★
★★★★★
karmaCRM | Fully customizable solution for building better customer relationships through clarity and efficiency

KarmaCRM is a fully customizable solution for building better customer relationships through clarity and efficiency. KarmaCRM is a web-based CRM software that caters primarily to small and medium-sized businesses. ...

KarmaCRM also enables the sales team to be more efficient by allowing them to customize their workflows through productivity tools. This lets them manage their tasks, contacts, and clients in one place and to even collaborate with their colleagues from a single platform. The solution provides email templates for quick drafting and mass emailing features. It organizes tasks through to-do lists and sends alerts of upcoming deadlines via email and text. Depending on the business needs, custom fields can be created for sales forms and sales leads be prioritized based on their convertibility.

With KarmaCRM, companies can even integrate third-party apps into the system. This lets them organize their emails, calendars, tasks and more and cascade them to other programs with ease. KarmaCRM maintains a history of all customer calls, emails, tasks, and deals, and shares it with the whole team. Team members can stay in touch with user groups via live chats.

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Wealthbox CRM

Modern CRM for financial advisors

4.33

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Wealthbox CRM

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

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

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

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

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OptifiNow

Marketing Automation, Lead Management

4.32

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OptifiNow

4.32
★★★★★
★★★★★
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

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SalezShark

Customer Relationship Management with end to end sales and marketing automation

4.31

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SalezShark

4.31
★★★★★
★★★★★
Customer Relationship Management with end to end sales and marketing automation

SalezShark is a Customer Intelligence platform, equipped with the end to end sales and marketing automation features to help reap maximum productivity. It helps to improve ROI and increase sales and revenue. ...

SalezShark is a cloud-based automation tool that assists companies to get real-time insights, improve lead conversion, and deliver omni-channel customer support. It helps to nurture client relationships through every sales stage. Its unique relationship cloud enables to understand customers, and meet organizational goals in much lesser time.

Some of the key features of SalezShark include lead management that helps to acquire all the client information under one roof for easy tracking and management, email marketing to drive sales and ROI for the business, relationship intelligence for a mutual relationship of users internally and socially to help turn leads into prospects and win deals more efficiently and many more.

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Bigcontacts CRM

BIGContacts | CRM and email marketing app for small businesses

4.30

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Bigcontacts CRM

4.30
★★★★★
★★★★★
BIGContacts | CRM and email marketing app for small businesses

Bigcontacts is a CRM and Marketing Automation tool that organizes communication with customers & prospects to grow business. It helps to capture more leads, more sales and retain customers. ...

Bigcontacts CRM helps to streamline lead to revenue strategy to ensure sales and marketing are working toward revenue as a common goal.

Managing prospects and customer relationships is by keeping track of all contacts, calendars and tasks in one platform. All communications with contacts can easily be captured and stored with Bigcontacts including notes, calls, meetings, tasks, files, photos, sales opportunities and all email communication. Bigcontacts gives real visibility into how engaged the contacts are with the emails sent to them on a day-to-day basis.

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Zoho CRM Plus

The customer experience platform across every channel

4.29

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Zoho CRM Plus

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

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

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

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Donor Tools

Simple donation management?

4.25

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Donor Tools

4.25
★★★★★
★★★★★
Simple donation management?

Donor Tools is online giving and donation management software for non-profits, NGOs, and churches. Online donations can be accepted and tracked easily in Donor Tools.

Suitecrm

Opensource CRM for businesses

4.23

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Suitecrm

4.23
★★★★★
★★★★★
Opensource CRM for businesses

Suitecrm is an Open Source CRM software that provides a 360-degree view of customers and business. It serves the needs of small to large businesses. It helps businesses to boost conversions, turn leads into customers, and drive innovation in product development and customer care. ...

It provides users with highly actionable insights on which to base critical business decisions, actions, and strategies. It engages with their potential clients and existing customers at every point of contact and optimizes all opportunities that come along. It has all the features needed to accelerate business growth and provide exceptional customer experiences.

Key features include improving sales and growth pipeline, creating engaging campaigns to send marketing content and automate marketing tasks, reports module allows users to build, generate and manage reports, dashboards, 360-degree view of customers and more.

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Salesseek

SalesSeek: Sales CRM, Marketing, and Customer Success Platform

4.18

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Salesseek

4.18
★★★★★
★★★★★
SalesSeek: Sales CRM, Marketing, and Customer Success Platform

SalesSeek is a CRM, Marketing, and Customer Success Platform that helps organizations to scale their revenue generation. It helps to increase sales and revenue and improve ROI. SalesSeek helps to ...

Features that make sales, marketing, customer success teams more productive and effective include tracking deals, team management, smart filtering, email campaigns, and many more.

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PlanPlus Online

A Productivity System for Leaders and High Achievers

4.18

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PlanPlus Online

4.18
★★★★★
★★★★★
A Productivity System for Leaders and High Achievers

PlanPlus Online is a Productivity Software System for Leaders to help plan, execute, and achieve goals. It is built for professionals and agents working in real estate, finance, and insurance, enhancing their productivity by fusing the highly renowned Franklin Covey business planning methodology to the web, a business practice that focuses on effectively managing time and clients. ...

PlanPlus Online combines a proven productivity engine used by over 15 million people with a powerful Customer Relationship Management system with collaboration, sales, marketing, and project management features. It carries a variety of tools that will help users cover major business management facets, ranging from sales automation, CRM, email marketing, collaboration, project management, customer support, and website integration. PlanPlus Online’s Sales Force Automation (SFA) Process Builder provides a default template that can be used or can modify it to match a specific process.

PlanPlus Online features include digital sales assistant, custom sales dashboards, custom layouts with ideal client profile, create a scalable sales system, lead management with lead scoring, personalized activities on the prioritized daily task list, and more.

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Salesforce Essentials

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

4.17

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Salesforce Essentials

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

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

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

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

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Capsule CRM

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

4.15

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Capsule CRM

4.15
★★★★★
★★★★★
Build stronger customer relationships, make more sales and save time.

Capsule a CRM platform helps businesses stay organized, know more about the customers, build strong relationships, and to make the most of sales opportunities, all while minimizing user input. It helps to increase sales and revenue and enhance customer relationships. ...

Capsule also helps to tailor the system to meet the needs of different businesses, including custom fields, tags, and branding options. It also integrates with a range of leading small-business solutions for customer support, email marketing, document management, and accounting.

Its features include creating and managing a list of contacts, create tracks to match the business processes, easily track sales opportunities, insightful reports of sales performance, capturing the right information with custom fields to match the brand, and many more.

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Thryv

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

4.10

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Thryv

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

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

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

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

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TopBuilder construction CRM

TopBuilder Solutions for Residential Builders, Commercial ...

4.00

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TopBuilder construction CRM

4.00
★★★★★
★★★★★
TopBuilder Solutions for Residential Builders, Commercial ...

TopBuilder construction CRM is a sales and marketing software for contractors that help them with the sales and pre-construction process. It helps to build brand awareness and increase sales and revenue. ...

TopBuilder provides exceptional customer service to raise the industry standard with a dedicated support manager, unlimited training, end-to-end setup services, and so on. It also helps in faster implementations with required analysis, planned projects, data conversion, and many more.

TopBuilder CRM allows to capture, organize, collaborate, follow-up, and access critical data from anywhere. It easily creates, sends, and tracks designs and targeted emails with TopBuilder’s email marketing tools, email integrations with major email platforms, document storage, and many more.

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LinxCRM

LinxCRM financial services client care software

4.00

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LinxCRM

4.00
★★★★★
★★★★★
LinxCRM financial services client care software

LinxCRM is an on-premise customer relationship management (CRM) solution for financial services organizations. It's a Windows-based desktop system with secure remote access. It helps to enhance customer relationships and acquire customers. ...

LinxCRM helps to manage all the incoming commissions and alerts instantly to any underpayments which are locally written and supported. Its customization charges are as per the need and remains under control without an aggregator, franchise head office, or producer group.

Its features include mortgage finance, equipment finance, insurance, financial planning, and property management. It also includes team collaboration and planning, document management, workflow automation, marketing management, referral tools, and business reporting.

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Zero BS CRM

Simple, Free CRM for WordPress

4.00

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Zero BS CRM

4.00
★★★★★
★★★★★
Simple, Free CRM for WordPress

Zero-bs-crm offers comprehensive CRM features tailored for entrepreneurs to save costs. Jetpack CRM includes tools for contact management, invoicing, and automation.