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Vendasta Platform: Reviews, Testimonials and Expert Opinions
(1474)Vendasta | The white-label platform for companies selling
Top 65 Vendasta Platform Alternatives : 2025
ShippingEasy
Shipping software & E-commerce platform for ...
ShippingEasy is an intuitive shipping automation platform providing discounted USPS and UPS rates. It offers award-winning support for online shipping needs.
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.
ShipStation
Shipping Software for Ecommerce Fulfillment
ShipStation integrates ecommerce marketplaces for streamlined order and inventory management. It also offers shipping labels and branding solutions.
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.
EZOfficeInventory
Asset Tracking Software
EZOfficeInventory offers cloud-based asset management software to effortlessly manage, track, and report on equipment. Users can access it from anywhere, anytime.
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.
Ecwid
Add an online store - ecwid.com
Ecwid is an E-Commerce platform for small businesses to set up online selling, either through online stores on the website, through social media or marketplaces. It can be accessed from desktop or mobile devices and enables setting up online store systems optimized for mobile view. ...
Ecwid enables selling to anyone anywhere through automated centralized processes for inventory control, order management, pricing and sales and tracking through a common dashboard. The tools for creating the website for the online store is intuitive and easy to set up and does not require coding knowledge or software installation.
Ecwid facilitates selling through Social media sites Facebook and Instagram, and also provides integrations with marketplaces such as eBay and Amazon. The common dashboard can be used for creating and tracking product advertisements. Ecwid’s automated Google shopping ads can be used for quick ad creation and tracked through the dashboard.
Glue Up
All-in-one CRM platform that helps build and grow community
Glue Up is an intuitive SaaS platform that provides associations, event organizers, Chambers of Commerce, agencies, marketers, businesses, and NGOs with a full suite of tools designed to streamline operations, modernize processes, and eliminate engagement challenges. It helps professional communities enable and enrich relationships, generate efficiency, engagement, and more time for organizations. ...
It empowers organizations, revolutionizing relationships, delivering long-term business value, and making modern engagement more purposeful. It helps to build, manage, engage, and understand every member of the community, meet complex needs, and automate repetitive tasks and error-prone workflows. It also helps to use saved time to create new events or other engaging experiences.
Its features include managing the contacts and generating more revenue, online and offline events, email campaign, increasing retention, boosting engagement, and protecting the community’s information. It also increases productivity and simplifies the operations and manages invoices, delivers receipts, grows revenue, and accepts payments in multiple currencies.
ConvergeHub
All-in-One Customer Management Platform
Convergehub CRM is an all-in-one CRM software that can be used in enterprises and businesses of all sizes across various industries. It enables managing Sales, Marketing, Customer Support and Billing from one unified platform. ...
The software includes Sales Automation features that enable assigning the right lead to the right rep using lead capture and lead distribution functionality, and faster deal closures due to automated pipeline management and workflow automation tools.
Convergehub’s Marketing automation feature enables increased ROI with its personalised, automated campaigns across various channels such as email, social media and web. Visual, context rich reports provide real-time view on campaign status. The software provides automated Helpdesk features that enable better understanding of the customer and enhanced services, and a personalized approach to customer support.
shopVOX
Shop management software for sign shops, printing shops
ShopVOX offers all-in-one management software for print, sign, and screen printing shops. Features include quick quotes, proofing, job board, project management, CRM, and more.
Bloomerang
Donor Management Software for Nonprofits
Bloomerang is a CRM Software. Bloomerang enables users to view an organization's donor records, track the best time to contact each donor and measure a donor's engagement level to make it easier for users to know when someone should be contacted. Bloomerang is a solution for small and growing nonprofits. ...
Bloomerang has a clean, modern interface that gives users the tools they need to perform crucial fundraising activities effectively. The software’s core features include a dashboard that displays the organization’s donor retention rate along with suggestions on how to improve, as well as future incoming donations. Users can also access reports and accounts with a single click. Another core feature is the constituent timeline that displays all interactions made with a particular donor in a clean and easy-to-follow fashion. Bloomerang also generates smart reports and creates segmented lists that help with presentations and annual planning.
Bloomerang enables website integration so organizations can easily track browsing activity and create custom donation and sign-up forms that can be embedded onto a website. The social media hub connects Twitter for social media monitoring so organizations can learn what constituents might be tweeting about them.
Shopify Plus
Enterprise Commerce Platform
Shopify Plus is a cloud-based enterprise e-commerce platform that enables businesses to sell online and off across social channels. It provides businesses with unmatched scalability, reliability, and flexibility. It is ideal for large ventures, wholesalers, and enterprise level eCommerce shops which allows for high-demand sales, a higher level of customization, and scalability. ...
It offers enterprise-grade selling capabilities without the huge price tag and hassles of traditional enterprise solutions. Shopify Plus includes an easy-to-navigate CMS for merchants, marketers, and eCommerce managers which enables them to manage products, content, and pricing without code, including conversion-tested themes for personalized design layouts and functionality. Users get full control over the entire checkout process, as well as access to over 100 payment gateways. Shopify Plus enables businesses to launch sales channels across marketplaces, mobile, social, and offline, with dedicated storefronts for international eCommerce.
Key features include customer segmentation, loyalty points, inventory management, multi-currency, analytics and secure payment processing. Shopify Plus enables retailers to monitor stock levels, optimize inventory, offer personalized deals to customers and process cancellation for high-risk or fraudulent orders.
Easyship
Compare Shipping Rates & Couriers: Shipping Solutions - easyship.com
Easyship compares shipping rates and couriers. Shipping labels and international documents are easily generated.
FastSpring
Global ecommerce platform to sell more, stay lean, and compete big
FastSpring is a full-service ecommerce platform that monetizes their products and services online. It is designed to help businesses manage payments, subscriptions, risks, compliance, checkout processes, billing, tax collection, and more on a centralized platform. It helps to increase revenue, boost efficiency, and eliminate complexity and risk. ...
It helps SaaS, software and digital content companies to manage their online stores and subscriptions and to sell globally by providing a localized experience for businesses and consumers, enabling businesses to maximize conversions, increase sales and grow business online. Organizations can accept payments via credit/debit cards, Wallets or payment gateways in compliance with Payment Card Industry Data Security Standards (PCI DSS).
FastSpring allows enterprises to customize the platform’s language according to customers' location and configure subscriptions or pricing plans with free trials, annual or monthly billing options and discounts. Additionally, it lets managers update online stores, products and prices in real-time and use the fraud monitoring and detection algorithm to block fraudulent transactions. FastSpring facilitates integration with various third-party systems such as Zapier, MailChimp and more.
Intouch CRM
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.
BoldTrail
Real estate platform with next-gen solution for modern brokerages and enterprises
kvCORE, trusted by over 250K top teams and agents, is a top-rated real estate platform. It drives results and powers entire businesses with next-generation technology.
Miva eCommerce
Build the eCommerce Store Your Business Deserves
Miva is an Ecommerce SaaS Platform for driving sales. It helps to acquire customers and increase sales & revenue. Miva supports the critical marketing integrations like shipping and warehouse ...
Its uptime and robust functionality, integrating with the critical management systems, converting and retain loyal eCommerce buyers, manage all online sales with a single Miva site, assists to build e-commerce stores which the business deserves.
BenchmarkONE
Sales and marketing software for small businesses and marketing agencies
BenchmarkONE is an integrated marketing automation and CRM platform that aims to help users more effectively track and maintain both prospective and existing customers. It helps agencies and small business owners propel relationships into sales with all-in-one CRM and marketing automation. BenchmarkONE is designed for a wide range of businesses, including teams in advertising, consulting, hospitality, real estate and more. ...
BenchmarkONE integrated solution offers combined sales automation, marketing automation and email marketing features. With CRM, email marketing, and marketing automation tools all in one app, users can drive more business, organize contacts, boost response rates, and see their progress at a glance. BenchmarkONE’s CRM is a simple alternative to expensive, bloated sales software. BenchmarkONE’s email marketing tools integrate with CRM for data that tells a more complete story about your contacts. Picks up the slack in business processes with marketing automation. BenchmarkONE includes features to help users more effectively maintain and track both prospective and existing clients.
IXACT Contact
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.
Liftoff
Mobile App Marketing for Global App Growth
Liftoff is Mobile App Marketing for programmatic user acquisition and re-engagement. It helps to find the best users, deliver the most engaging ad experience, and find users who generate the most revenue for the app. ...
It's a one-stop shop for programmatic advertising. With ad campaigns optimized to drive post-install conversions, Liftoff ensures to get the best return on the ad spend, delivers the most engaging ad experience, maximize the user LTV with re-engagement and access all the campaign data in real-time with the customized dashboard.
Its features include maximizing user engagement and revenue, short-term investments, long-term results, unbiased ML to scale performance, drive real conversions, decrease shopping cart abandonment rates, measure impact with advanced analytics and more.
QuickBooks e-commerce
Accounting for e-commerce
QuickBooks Commerce enables product listing and management across various channels from a single platform. Integration with major e-commerce platforms is seamless.
Funraise
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.
Market Leader
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.
Hubspot Sales Hub
Fully featured Sales CRM and Sales Engagement Software
HubSpot sales hub is a sales service platform for sales teams which helps them to get all sales activities organized in one place. Using Hubspot sales teams can get lead notifications, automate tracking of all sales interactions. ...
It provides automated workflows for outreach, ability to create and share email templates, follow up with prospects, set up meetings with prospects, deal management and helps in tracking sales pipeline.
It uses several state-of-the-art technologies such as email sequencing, playbooks, inbox profiling, email tracking etc. to provide capabilities for sales pipeline management.
Sana Commerce
The Secret to Successful E-Commerce - sana-commerce.com
Sana Commerce is an eCommerce platform that provides seamless integration with ERP enabling personalized shopping experiences in B2C and B2B eCommerce businesses. It can be deployed in businesses of all sizes - small and medium to large enterprises, in industries such as Automotive, Chemicals, Construction, Food & Beverages, Manufacturing and more. The software can be used on any device - desktop, mobile phone or tablet. ...
The solution centralises the ERP data integrating with SAP or Microsoft Dynamics ERP solutions, enabling data updation and all changes to the data visible in real-time - such as pricing discounts, inventory levels, customer data and more. The features support upsells and cross-sells, and provides a Visual Designer with drag and drop interface for designing and creating personalized content.
The Order Management features include shopping cart calculations in real-time, allowing order editing after it has been placed, order tracking, streamlined product returns and more. Sana Commerce provides a visible, centralized customer account management system, enabling customers to view their account history. The software provides a single customer account dashboard with flexibility to control viewable sales documents based on customer type - B2B or B2C.
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.
BigCommerce
Ecommerce Solutions Through Open-Platform Flexibility | BigCommerce
BigCommerce is an e-Commerce platform offering differentiated Commerce experiences without compromising security, stability or scalability and helping optimize for business growth. The platform can be used in industries such as Apparel & Fashion, Food & Beverage, Automotive and more. ...
The Storefront Design features include a Page Builder Visual editor with drag-and-drop facility for creating, launching and editing websites that can be optimized for mobile devices. The Storefront Conversion features support creation of discount and promotion content, without the need for scripting, integration with payment gateways and digital wallets and customizable SEO-friendly URLs.
The Headless Commerce module includes many features for supporting brands that are more editorial and content focused, such as connecting with WordPress through its pre-built plugin. The platform helps provide flexibility to sell where customers are shopping by supporting integration with large marketplaces such as Amazon, eBay and others, in addition to integrations with Facebook, Instagram and other social media sites.
The platform supports multiple currencies and the front-end can be localized for any language.
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.
InStream
Sales, contact management and relationship automation tool
InStream is an online CRM, which helps build strong relationships with customers. It offers a product that enables every company to get to know their customers’ needs better and create long-term relationships with them. It also helps to increase sales and revenue. ...
InStream platform helps in providing clients with complex assistance in building professional sales strategy and effective customer service. It creates customizable lists that have all the information about business relations. Its calendar functionality enables users to gain absolute control of their time and makes time management more efficient, making it easy for users to schedule meetings, phone calls, and other events with ease.
Its features include gathering all the contacts in one place, communicate with the right people at the right time, manage leads and turn them into satisfied clients, identify sales opportunities faster, engage with them and gain loyal customers and many more.
Shopify
E-commerce software that enables business from anywhere, with tools that find customers, drive sales and manage all the other business activities.
Shopify is an e-commerce platform that helps sellers to start, run and grow their business online. Shopify helps sellers to start their online business with store and brand building support. ...
Finally Shopify helps sellers to manage their business with order management, fulfilment and payment systems, website builder, SEO optimization, email templates etc.
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.
Spotler CRM
The CRM That Grows With Your Business
Really Simple Systems CRM includes all essential sales and marketing features in an easy-to-use platform. Spotler CRM offers a powerful and integrated solution.
SuperOffice
CRM for Better Customer Relationships
SuperOffice is a scalable cloud CRM platform that provides all basic foundational capabilities to connect sales, marketing and customer service teams. It is used by operations team, business managers and people in multifunctional role. It helps to build long term customer relationships, and increase sales and revenue. ...
SuperOffice helps to keep all key customer information in one place – whether its contact details, emails, phone calls, documents or meeting notes. SuperOffice is seamlessly integrated with Microsoft Office 365, G Suite and major email applications such as Exchange, Outlook, Notes, Gmail and all IMAP based email servers. It provides document management, project management and mobile CRM.
SuperOffice features include creating a unique sales experience to improve the forecasting accuracy, manage pipeline, and close more deals, deliver communications to the subscribers based on their interests and needs, and provide a personalized and individual experience that the customers deserve.
WooCommerce
WooCommerce - Sell Online With The eCommerce Platform for ..
WooCommerce is an open-source platform for developers and entrepreneurs to create an online ecommerce platform. It comes with powerful search and customization capabilities. It also ...
It is fully open source with a worldwide community. It is built on WordPress and provides REST API with documentation. It also has built-in plugins and comes with WP-CLI to manage stores.
Soffront
Soffront - Digital Marketing Company
Soffront is a CRM platform that offers fully managed marketing services to establish the brand, generate more leads, and close more sales. It helps to acquire customers and increase sales and revenue. ...
Soffront helps to build a beautiful and mobile-friendly website that gives just the right impression and drives results, generate more leads with paid search and social advertising services, nurture leads automatically with email marketing services, get found by the right prospects and more.
Soffront features include qualify leads with marketing automation, get organized and automate sales follow-ups, design workflows to create advocates, build a web presence, and generate more leads, and so on.
Continue To Give
Non-profit Software to engage with the community
Continue To Give is a simple-to-use, all-in-one, Online Giving, Donor Management, and Fund Accounting System fulfilling the e-giving needs of the organization. Continue To Give also serves personal fundraisers such as crowd-funding and missionary fundraising. ...
Its features are Accounting Integration, Built-in Accounting, Campaign Management, Contribution Tracking, CRM, Donation Management, and Donation Tracking for Religious Organizations, Online calendars, Payment Processing, Pledge Management, Recurring Giving and many more.
HubSpot CRM
For Sales Leaders
HubSpot a free CRM platform with full suite of sales productivity tools to sell more in an efficient manner. It provides full visibility to sales pipeline in real-time. It benefits sales leaders, sales reps, marketers, customer service teams, operations team, and business owners. It helps to acquire customers, manage customer relationships and increase sales and revenue. ...
HubSpot CRM provides near real-time view of sales pipeline in a easy-to-use visual dashboard. It helps sales leaders manage performance of their team members, get visibility on quota attainment, and provides all performance data to coach the sales team members. It enables sales and marketing teams with tools to increase productivity and get all the tracking, reporting, and third-party integrations required with less work and remove friction from the sales process.
Some of its features include email tracking and notifications, email templates and scheduling, Gmail and Outlook integration, meeting scheduling, company insights, contact management, and many more.
Simplicity CRM
CRM , Loyalty Software
Simplicity CRM is a comprehensive platform for managing customer interactions and campaigns. It supports multimedia and multilingual capabilities for effective communication.
CloudYogi CRM
Boosts your customer and sales management by providing an easy to use interface
Cloudyogi-crm offers CRM & ERP software solutions like Zoho, Odoo, Microsoft Dynamic 365, and Vtiger. Services are provided in the UK, US, Ireland, and India.
GreenRope
CRM with Marketing Automation for maximum growth and efficiency
GreenRope is a CRM that includes Marketing Automation platform that provides powerful and easy to use marketing automation, email marketing, and social media integration. It helps to increase sales and revenue and acquire customers. ...
GreenRope is the all-in-one CRM that accelerates growth by increasing awareness, generating leads, and driving conversions. Users can leverage advanced automation, predictive analytics, and artificial intelligence (AI) with an intuitive, easy-to-use interface.
GreenRope's features are built to help communicate with leads and clients. Some of the tools that help to engage the contacts include GreenRope’s Marketing that helps to bring omnichannel experiences to leads and customers right from email marketing and lead nurturing to websites, landing pages, social media management, and more. Its sales software has the tools needed to develop stronger relationships with leads and clients and most importantly, close more deals. GreenRope’s Operations help to run and manage a business while bringing in the components required from sales and marketing. It provides marketing and sales personnel the additional data they need to bring in leads and convert them into loyal customers.
Zoey
B2B/Wholesale eCommerce Platform with Enterprise Capabilitie
Zoey is a B2B eCommerce platform for Wholesalers to manage bulk orders, unique customer-based pricing, product catalogs and more. It also supports Franchisees and Dealers with an online portal for placing orders and managing inventory. Zoey is also available as a mobile application on iOS/iPad and Android for sales teams to capture orders and create quotes or look up product information and inventory, while on the go. ...
Zoey’s B2B eCommerce features include a Visual Design editor which is the website builder tool that uses pre-built blocks for creating the website. The software also enables providing for B2C customers, in addition to B2B customers, to make purchases using self-service tools, and special login access for customers with special pricing to be able to view it. The software enables permission controls for access restrictions in product views, content pages and payment and shipping options.
A few of the other features include an Order portal for wholesale customers to place orders, a Sales quotes option for helping customers to raise draft orders or quotes before confirming order placement, an Accounts feature for enabling a group of users from the company to share workflows, such as order approvals, spending limits and such.
Wealthbox CRM
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.
OptifiNow
Marketing Automation, Lead Management
Elevate your business with OptifiNow—the all-in-one CRM built for mortgage lending. Tailored for retail, consumer direct, wholesale, and correspondent channels, our platform boasts robust LOS integrations, integrated email/SMS marketing, and exclusive White Glove service, offering daily system management, unlimited training, and custom solutions. Reduce costs, enhance efficiency, and gain a long-term partner invested in your success. OptifiNow—the only CRM marrying cutting-edge technology with personalized support—crafting success through understanding, customization, and proactive responsiveness. ...
UNIQUE VALUE PROPOSITION
- CRM designed for all types of mortgage channels: retail, consumer direct, wholesale, correspondent
- Robust LOS integrations
- Integrated email, SMS, and collateral marketing
- Every client gets a unique instance of the CRM for unlimited customizations
- White Glove service includes daily CRM system management, weekly client meetings, unlimited training, data management services, custom software development, custom integrations, quarterly system reviews, best practices
WHY A LENDER SHOULD CARE
- Reduces the cost and complexity of implementing and maintaining a CRM platform
- Provides an all-in-one sales and marketing solution that integrates sales, marketing, and operations into a powerful and versatile tool
- Incredibly flexible solution that can support all types of mortgage lending channels: retail, consumer direct, wholesale, and correspondent.
- Incredibly flexible solution that can support all types of loan products: forward, reverse, home equity, Non-QM, private lending
- Experienced and agile vendor that can support virtually any type of integration from any vendor
- Lenders need a long-term partner like OptifiNow in order to be successful with a CRM platform.
- Because OptifiNow is the only vendor that invests in their clients to ensure maximum usability, adoption, and value
WHAT MAKES US THE BEST IN THE CRM CATEGORY
- OptifiNow is the best CRM because of our unique combination of powerful technology and White Glove service.
- We’re the best because we have extensive experience in the mortgage industry
- We’re the best because we take the time to understand how our clients operate
- We’re the best because we customize our CRM to meet the precise needs of our clients.
- We’re the best because we are experts at integrations and can build a robust tech stack that streamlines a mortgage lender’s sales and marketing process
- We’re the best because we listen and respond quickly to our client’s requests
- We’re the best because we proactively help our clients make the best use of our CRM
SalezShark
Customer Relationship Management with end to end sales and marketing automation
SalezShark is a Customer Intelligence platform, equipped with the end to end sales and marketing automation features to help reap maximum productivity. It helps to improve ROI and increase sales and revenue. ...
SalezShark is a cloud-based automation tool that assists companies to get real-time insights, improve lead conversion, and deliver omni-channel customer support. It helps to nurture client relationships through every sales stage. Its unique relationship cloud enables to understand customers, and meet organizational goals in much lesser time.
Some of the key features of SalezShark include lead management that helps to acquire all the client information under one roof for easy tracking and management, email marketing to drive sales and ROI for the business, relationship intelligence for a mutual relationship of users internally and socially to help turn leads into prospects and win deals more efficiently and many more.
Agile CRM
Automate your sales, marketing, and service in one platform
Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution. ...
Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and marketing automation, customer service, email tracking, landing pages, and social media marketing to name a few. With Agile CRM, users have a unified platform that puts all the information as well as people on a single page, streamlining their tasks, enhances communication and collaboration, and greatly improves productivity and output both at individual and collective levels.
Agile CRM centralizes real-time customer data, making it readily accessible and actionable across all teams. It supports full telephony integration alongside marketing support for sending email newsletters, social campaigns and SMS texts. Agile CRM automates web engagement with customer-conscious messages, pop ups, offers, surveys and signup forms.
Zoho CRM Plus
The customer experience platform across every channel
Zoho CRM Plus is a unified CX platform that empowers sales, marketing, and support teams to work as one, on a single interface. It helps to acquire customers and increase sales and revenue. It ...
Zoho CRM Plus features include providing customer experience across channels like phone, email, live chat, surveys, and social media, providing teams with access to a shared customer database for inter-team communication, converting complex business processes into automated, efficient workflows and many more.
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.
PrestaShop
Create and develop your business with PrestaShop
Prestashop is an eCommerce platform for designing and creating online stores, managing customer relationships, order listings, content sharing with global networks and creating a global presence for the online store with its localization features. The software enables optimization for SEO and mobile devices. ...
The online store builder tool provides customizable themes for designing and creating the website, without the need for coding knowledge. The payment feature offers different payment services that can be chosen from the options available. The features include product listing and catalog creation, for providing product inventory. The software includes flexibility to include taxes and other legal compliance requirements specific to the location.
Prestashop provides Marketing features such as product promotions, special offers, free shipping and more and provides insights on promotional campaigns, products and stock listings. The software is available in multiple languages and supports multiple currencies enabling global access to the online store.
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.
Lightspeed Ecommerce
One place to manage your inventory, sales reports, shipping, customer data, marketing and much more. | Lightspeed eCom
Lightspeed's eCommerce platform helps businesses build a strong web presence. Online store software simplifies managing an online shop.
Salesseek
SalesSeek: Sales CRM, Marketing, and Customer Success Platform
SalesSeek is a CRM, Marketing, and Customer Success Platform that helps organizations to scale their revenue generation. It helps to increase sales and revenue and improve ROI. SalesSeek helps to ...
Features that make sales, marketing, customer success teams more productive and effective include tracking deals, team management, smart filtering, email campaigns, and many more.
Lasso CRM
Lasso CRM for Home Builders and Real Estate Developers
Lasso is a CRM software custom-built to make it easier for home builders, real estate developers, and sales and marketing agencies to convert more prospects into purchasers. It helps to improve ROI and enhance customer relationships. ...
Lasso helps in daily tasks and routines, communication, and building relationships with the prospects. It also helps in collaboration with progressive builders, developers, and agencies improving marketing and selling more homes.
Features of Lasso include capture leads, built-in email marketing, robust reporting, integrated sales process, connect with other systems via API, and many more.
Square E-Commerce (formerly Weebly)
Sell online with eCommerce tools for any business
Square is an E-Commerce platform with tools for creating websites for selling on-line, in-store or on the go, establishing better customer relationships, making payments, and integrating with other systems in the business. It can be used in industries such as Retail, Food & Beverages, Professional Services and is scalable for use in small businesses to large enterprises. ...
The software offers a free eCommerce website that can support different types of orders that include shipping, pickup, delivery, and QR code ordering. It also features a POS system with an appointment scheduling set-up, in addition to tools for inventory management and managing staffing and sales, including Invoicing and estimates. The Virtual Terminal feature enables remote billing and credit card payments with facility to track and store customer card information for enabling recurring payments.
The Square Checkout system is customizable, has a payment tracking feature and allows adding subscriptions and tips, with a quick process for customer checkout. The formats can be chosen based on business requirements with flexibility to create buy buttons and pay links that can be shared through social media, email, or on a website.
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.
Zoho CRM
Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are
Zoho CRM is a relationship management tool designed for the sales and marketing professionals to help them garner more leads, interact & engage with consumers, and boost both sales and revenue. ...
Zoho CRM offers integration with third party tools like Google Ad, DocuSign, MailChimp, LinkedIn Sales Navigator, etc. Using these integrations, it allows comparison of campaigns against sales helping to monitor spending and identifies campaign success.
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.
CINC
Real Estate Lead Generation and CRM Platform to nurture clients and monitor their business
CINC is a real estate lead generation platform that includes a website, CRM, and brokerage management tools. CINC puts its focus on brokerage tools, including agent accountability. It provides solutions such as lead generation, lead management, lead nurturing, lead conversion, and client retention. ...
CINC's product line includes 'CINC Pro' - an end-to-end solution for lead management, 'CINC pro Agent' - for individual agents, 'CINC pro-Enterprise' - and enterprise solution for brokerage firms, and 'CINC Pro Lender' - a management solution for lenders. Additionally, the company also offers mobile apps such as CINC Agent, Open Houses, and Etta Homes. Its mobile app is available for both Android and iOS devices.
CINC Pro’s dashboard enables managers to manage the leads and communicate with clients using predefined templates. These templates can be used to create drip campaigns, mass texts and emails. The solution also offers custom subdomains for individual performance tracking of team members in a graphical format. Workflow automation allows the marketing manager to organize and keep a track of follow-ups due for customers. It offers integration with Velocify, Bomb Bomb and Infusionsoft.
Thryv
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.
ECOMDASH
Multichannel Inventory Manager
Ecomdash enables confident sales with multichannel inventory management. Stock levels are automatically synced in near real-time across all online platforms.
Salesforce Commerce Cloud
Commerce Cloud: Customer Experience & Retail ... - Salesforce.com
Salesforce Commerce Cloud is a cloud-based unified e-commerce platform for B2C and B2B retailers and brand makers . It is created to offer seamless, personalized customer journeys across digital, social, mobile and store channels. It converts more customers and drives loyalty with a seamless customer journey from marketing to sales, commerce, fulfillment, service, and beyond. It is for retailers to engage their customers online and in stores throughout the customer lifecycle, including marketing to community management and customer service. ...
It offers digital commerce, predictive intelligence, point of sale and order management, enabling retailers and brands to engage with customers in entirely new ways through online stores. It features merchandising tools, such as sorting, filtering, image zooming, and more, allowing customers to browse products with confidence and control. Commerce Cloud also provides inventory management controls, built into the platform. Its experience capabilities manage products, pricing, promotions, and content to boost customer engagement.
Gumroad
Super-simple e-commerce and audience-building software for creators.
Gumroad is a software that enables creators to sell their products which can be anything ranging from digital documents, to physical products or memberships. It helps creators to start the project, sell it and build the audience and grow it to realise increased revenue. ...
The Gumroad features include tools for website and landing page creation, using customizable templates, and embedding the contact details and follow-up form in it with a few lines of code. The audience is built up by facilitating import of existing email lists and contacts. The software enables simple workflows for delivering content and audience engagement. The analytics feature provides insights and data on what is working and what is not.
The software enables notification of customer discounts on the products by adding a few lines of code, handles managing of licence keys if the product for sale is software or involves licence key generation. It also provides simple ways to communicate with the audience on pricing, and supports purchases from anywhere across the world and in any currency.
Oracle CX Sales
Optimize Sales and Commerce Across All Channels
Oracle CX Sales is a sales enablement and sales performance management suite, with modules providing sales intelligence via Oracle DataFox AI-based and human-verified data, and dynamic proposals via configure, price, and quote with Oracle CPQ (the former BigMachines product). ...
Oracle CX Sales enables leaders to set their teams up for success with big-picture data and helps sellers master buyer signals with complete intelligence and guided experiences. It connects trusted intelligence from the back office and front office and layers on third-party data and real-time market signals to create a complete customer picture that sellers can trust. Oracle CX Sales combines sales automation with partner relationship management and collaboration tools.
Oracle CX Sales features include lead and opportunity management, prospecting, customer data enrichment, territory and quota balancing, goal alignment, compensation plan modeling, account management, partner selling programs, social collaboration, and sales education/knowledge management.
GoDaddy Domains
Buy A Domain | Find the Best Domain Names with GoDaddy
GoDaddy-domains offers a wide range of domain names, including country-specific and new extensions. Traditional .com, .org, and .net domains are also available.
TRIBUS CRM
Custom Real Estate Brokerage CRM: TRIBUS CRM
Tribus-crm offers customizable solutions tailored to the unique needs of each brokerage and agent. TRIBUS CRM ensures the inclusion of necessary features for optimal balance.
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.
