Home CRM TeamGram TeamGram Alternatives
TeamGram: Reviews, Testimonials and Expert Opinions
(533)TeamGram | CRM, Quote, Proposal and Sales Management Software
Top 46 TeamGram Alternatives : 2025
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.
Floify
Mortgage Automation and Point-of-Sale
Floify is a Mortgage Automation and Point-of-Sale Solution that helps to automate and manage all processes of loan origination. It helps mortgage professionals automate lending processes and improve communication between all stakeholders. ...
It provides a portal to collect and verify documents, track progress, and efficiently close borrowing pipelines, to increase the profitability of mortgage operations. It has a secure document portal, automated borrower and agent notification platform, suite of productivity integrations and so much more.
Key features include loan document management, customer database, loan processing, multi-branch support, digital signature, credit reporting, visual representation and more. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Floify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks.
monday sales CRM
The Sales CRM Software to fit the Sales Cycle
monday Sales CRM is a CRM tool that aids in gaining visibility into the sales pipeline in order to increase productivity. It centrally tracks and manages all aspects of the sales cycle, customer data, and more. ...
monday Sales CRM can easily tailor the CRM software to fit the sales cycle without the need for development assistance. By integrating email, it is possible to communicate more effectively with contacts while also saving time by automating sales processes.
Some of its features are email sync and tracking, activity management and tracking, sales forecasting, import data and merge duplicate data, lead capturing and so on.
NetHunt CRM
Simple, yet powerful CRM for small businesses
NetHunt CRM is a customer relationship management (CRM) software solution purpose-built to work closely with Gmail accounts and Google applications. It enables businesses to manage interactions and records directly from the inbox. ...
NetHunt CRM allows users to turn G Suite into a unified CRM hub, making it easy for users and their team to handle sales and marketing campaigns as well as customer support efforts without relying on a separate business system. It generates leads via email, chat messages and social media and provides all CRM updates through these platforms.
NetHunt features include data import, shared conversations, integration with G Suite, one-click leads capture, extensive customization, duplicates management, email templates, pipeline management, organized customer base, and more.
OnePageCRM
Sales CRM, Contact Management & Pipeline
OnePageCRM has converted the complexity of CRM into a to-do list so that users can convert leads to customers, reach targets and grow their businesses. This way sales staff focus on what drives sales, not bloated software with ineffective charts and graphs. ...
OnePageCRM’s lead clipper feature allows for one-click lead capture from various sources, such as LinkedIn, Gmail and Twitter. This software can also be integrated with a number of third-party lead generation, communication and financial applications. The system's contact management feature allows for the consolidation of business contacts and merging of duplicate entries.
OnePageCRM keeps the sales team engaged by sending notification emails to each member of a sales team whenever a new task is assigned. OnePageCRM performs a range of functions from contact management to sales reporting, ensuring that leads and prospects are constantly being moved through the sales process for a successful win. OnePageCRM can also be accessed through native mobile apps available for Android and iOS devices.
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.
Mothernode CRM
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.
Salesflare
Intelligent sales CRM for small businesses
Salesflare is a CRM software for small businesses selling B2B. It helps to increase sales and revenue and acquire customers. Salesflare platform does data input by itself to focus on more sales. ...
Salesflare assists to follow up every opportunity at the right time in the right way, collaborate more efficiently on customer conversations, integrate with the apps that are in use and many more.
Jobnimbus CRM
JobNimbus: Simple CRM and Project Management Software
Jobnimbus CRM is an integrated customer relationship management (CRM) and project management solution designed to help businesses track leads, jobs, and tasks. The cloud based platform provides ...
The tool allows integration with google calendar, companycam, Beacon, eagleview, quickbooks, zapier to name a few. Also, it offers two way sync with Google Calendar, providing visibility on JobNimbus tasks from anywhere.
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.
C2CRM
Flexible CRM that manages client relationships throughout the sales cycle.
C2CRM is a comprehensive enterprise CRM solution designed to integrate sales and marketing automation with customer service into one seamless, collaborative operation for small to large market customers. ...
C2CRM is built on a platform that leverages the latest technology offering a rich graphical experience in a simple to use web browser interface. The application is an all-inclusive approach to earning and keeping loyal customers, leading to increased profitability and market leadership. Its mobile app interface allows for similar functionality to the desktop version of the software.
C2CRM consists of four modules that integrate to provide a comprehensive CRM solution: Relationship Management, Sales Automation, Marketing Automation, Customer Service, and Mobility. The Marketing Automation allows marketers to plan, automate, and measure marketing campaigns. The C2CRM software provides all the logic users need to effectively manage business relationships as well as a mobility component to keep the sales team informed while on the move. Customer Service, and Mobility ticketing system, combined with knowledge base, allows teams to immediately react with the right responses to customer concerns.
Gold-Vision CRM
A complete CRM solution, highly configurable and scales in-line with business needs.
Gold-Vision is a fully customizable and affordable CRM system that supports business needs. Our system lets to manage customer data, integrate with business tools and manage teams - all in one place, wherever you are, on any device. ...
Gold-Vision CRM is a CRM solution that will unify sales and marketing teams. It is simple to use, highly configurable and scales in line with business needs. It helps mid-market organizations to do business better. It provides solutions for SMEs to major international groups.
Gold-Vision CRM has access to various sales tools that provide visibility on how leads are performing. It captures data automatically from website forms, live chats, or IP tracking tools, defines touchpoints to score leads, and gets a live view of the pipeline. Also, sales automation features enhance the sales process with reminder alerts, defined due dates, follow-ups, and much more. Its sales teams spend more time closing deals and less time on unnecessary admin with dynamic screen designs, alerting and automated workflows.
Some of its features include easy screen design, customizable widgets, mobile responsive, manage accounts and contacts, document management, document management, task management, interaction tracking, marketing automation, email tracking, touchpoint scoring, campaign ROI, photo gallery, campaign status, multi-language, workflow and alerts, and more.
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.
WORKetc
Business Management Software, Web based CRM, Project Management and Collaboration.
WORKetc is an all-in-one cloud platform equipped with CRM, Projects, Billing, Help Desk & more. It can be used by businesses of all sizes from start-ups to large enterprises. It can also be accessed on Android and iOS mobile devices. ...
WORKetc includes tools for Sales, Support, and Project Management teams from one platform. The CRM and Sales tools include sales lead capture from web forms, assignment and tracking of leads through customized sales processes, and reporting with sales pipelines. Project management tools include the creation of complex projects with triggers and dependencies.
WORKetc includes tools for managing operations with access control, assignment of workgroups and roles for online teamwork, and more. The Management software consists of customized reports and tools for getting status, and communication tools for employee and customer interactions.
WORKetc includes a portal for easy collaboration with customers and contractors. Customers can check the status of their projects, send messages against specific projects or tasks, pay their invoices, and submit support requests. Contractors can view their assigned projects and tasks and record time spent working on those items.
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.
Plutio
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.
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.
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.
Unanet CRM by Cosential
Commercial CRM for Construction, Architecture
Unanet CRM by Cosential is a cloud-based Growth and Relationship Management solution built specifically for architecture, engineering and construction (AEC) firms. It helps to grow market share and improve stakeholder relations. ...
It is a commercial CRM platform that helps to grow business. It offers more than a CRM solution to identify new opportunities, and leverage internal experience and relationship history to win new projects.
Its features include smart time-saving tools, valuable integrations, simple administration and management, customized reports, advanced action plans, proposal automation and much more.
Virtuous CRM
Responsive Nonprofit CRM & Marketing Automation Platform
Virtuous CRM is a Responsive Non-profit CRM built for mid-sized or large non-profits for enabling better donor relationships. The software can also be accessed on mobile devices. Virtuous ...
The Email integration and Task management feature enables automating tasks and assignments and integrating CRM with the Inbox. It also provides auto-generation of emails and mobile alerts when tasks are due including automated prompts for special donor events to send personalized messages and follow-ups.
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.
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.
Buildout
Awesome Marketing for Commercial Real Estate
Buildout is a Marketing and Brokerage operations software used by Commercial real estate companies, for enhancing Marketing automation. Buildout supports the entire deal cycle process with back-end ...
Buildout enables creation of Custom branded marketing documents and emails. It also provides tools for forecasting on active pipelines and reports on closure timelines and prediction of commission info. Tools for processing deals and commissions enable efficiency in payments.
SalesNexus
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.
Claritysoft CRM
CRM Software for Customer Relationship Management
Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation, and social CRM within a single solution. It helps to enhance customer relationships and increase sales and revenue. ...
Claritysoft’s helps organizations deliver outstanding customer experiences and helps the clients do more, with intuitive technology and a strong focus on the end-user experience. Companies use the software to turn prospects into customers and customers into advocates.
CRM features help to grow the business while operating more efficiently. Some of them include managing and sharing all the accounts from one place, share and track contact information across the organization, create and send branded professional emails to customers, qualify and convert leads into accounts, contacts, and opportunities and many more.
Solve CRM
Solve - Productivity CRM for Web, iPhone iPad and Android
Solve CRM is a cloud based CRM integrating with G Suite and can be deployed in industries such as Realty, Finance, Consulting and more. The software provides activity templates for automating ...
Solve CRM provides activity reports that provide status of activities, to-do lists, opportunities reports and team calendars. The secure workgroups feature enables permission based access to CRM data. It is also available as a mobile application.
Apptivo
Cloud Business Management Software Suite
Apptivo is a Business Management Software that is used by organizations to experience the power of integrated software. It consists integrated set of apps that include CRM, Project Management, Contract Management, Email Marketing, Help Desk, Invoicing and more. It helps to improve efficiency and enhance customer relationships. ...
Apptivo integrated suite of apps is used by businesses of all sizes, ranging from just one user to thousands. It provides customizable apps for businesses to enhance collaboration and communication with the customers.
Some of its features include tracking the complete sales process and close more deals from anywhere with the online CRM software, collaborate on tasks, manage timesheets, and log expense reports, billing system to send and receive online payments from anywhere, supply chain management with vendor tracking, purchasing, and inventory and many more.
workbooks.com
Workbooks | A platform to manage your business, designed and priced for the mid-market
Workbooks.com is a cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. It helps small and midsize businesses to improve their business strategies and customer services. ...
Workbooks.com provides order management and fulfillment, invoicing and supplier management through data processing, enabling organizations to differentiate against the competition and run their business smoothly. Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere.
Workbooks features include Marketing, Sales, Order processing, and Customer Service. It helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.
ClientLook
Commercial real estate CRM
ClientLook is a hassle-free all-in-one commercial real estate CRM that helps to build better relationships and close more deals. It helps to acquire customers and grow market share. ClientLook ...
Its features include contact management, property tracking, deal-making, client collaboration, email integration, online lead capture, and many more.
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.
Karma CRM
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.
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.
Tall Emu CRM
CRM designed for Business to gain efficiencies and a competitive edge
Tall-Emu-CRM is Australian software designed for product sellers, manufacturers, wholesalers, and distributors. It can be tried for free or watched in a demo.
Donor Tools
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
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.
Britecore
BriteCore | BriteCore Insurance Platform
BriteCore is a cloud-native platform designed for P&C insurers to enhance business growth and efficiency. It offers a modern customer experience and increases productivity.
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.
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.
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.
TopBuilder construction CRM
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.
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.
Heeros PSA
PSA software that consistently win the admiration and loyalty of our valued clients
Taimer's Heeros PSA platform streamlines project management, time and resource allocation, and invoicing. Efficiency is maximized for professional service automation.
Zero BS CRM
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.
