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Zoho CRM Plus: Reviews, Testimonials and Expert Opinions
(914)Zoho CRM Plus | The customer experience platform across every channel
Top 46 Zoho CRM Plus Alternatives : 2025
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.
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.
NetHunt CRM
Simple, yet powerful CRM for small businesses
NetHunt CRM is a customer relationship management (CRM) software solution purpose-built to work closely with Gmail accounts and Google applications. It enables businesses to manage interactions and records directly from the inbox. ...
NetHunt CRM allows users to turn G Suite into a unified CRM hub, making it easy for users and their team to handle sales and marketing campaigns as well as customer support efforts without relying on a separate business system. It generates leads via email, chat messages and social media and provides all CRM updates through these platforms.
NetHunt features include data import, shared conversations, integration with G Suite, one-click leads capture, extensive customization, duplicates management, email templates, pipeline management, organized customer base, and more.
OnePageCRM
Sales CRM, Contact Management & Pipeline
OnePageCRM has converted the complexity of CRM into a to-do list so that users can convert leads to customers, reach targets and grow their businesses. This way sales staff focus on what drives sales, not bloated software with ineffective charts and graphs. ...
OnePageCRM’s lead clipper feature allows for one-click lead capture from various sources, such as LinkedIn, Gmail and Twitter. This software can also be integrated with a number of third-party lead generation, communication and financial applications. The system's contact management feature allows for the consolidation of business contacts and merging of duplicate entries.
OnePageCRM keeps the sales team engaged by sending notification emails to each member of a sales team whenever a new task is assigned. OnePageCRM performs a range of functions from contact management to sales reporting, ensuring that leads and prospects are constantly being moved through the sales process for a successful win. OnePageCRM can also be accessed through native mobile apps available for Android and iOS devices.
Salesflare
Intelligent sales CRM for small businesses
Salesflare is a CRM software for small businesses selling B2B. It helps to increase sales and revenue and acquire customers. Salesflare platform does data input by itself to focus on more sales. ...
Salesflare assists to follow up every opportunity at the right time in the right way, collaborate more efficiently on customer conversations, integrate with the apps that are in use and many more.
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.
FreeAgent CRM
CRM and Work Management
FreeAgent CRM is a cloud-based platform that helps teams unlock productivity effortlessly. Its cloud-based sales, marketing, and customer service platform designed to help businesses nurture quality customer relationships. It helps to boost sales efficiency and gain revenue and more. ...
It empowers teams to increase sales and growth by delivering more value to customers and by increasing productivity with modern collaboration tools, enabling businesses to align teams, foster transparency, and increase revenue. It helps to boost key KPIs with full-funnel visibility, marketing-sales alignment, brand enforcement, sales enablement, and marketing project management. It boosts cycle times and follow-up with push notifications, email templates, customizable deal stages and automated task management.
Key features include contact management, prospect management, automated follow-ups, automated emails and phone call logging, pipeline management and sales forecasting, interactive sales dashboards, and more.
WORKetc
Business Management Software, Web based CRM, Project Management and Collaboration.
WORKetc is an all-in-one cloud platform equipped with CRM, Projects, Billing, Help Desk & more. It can be used by businesses of all sizes from start-ups to large enterprises. It can also be accessed on Android and iOS mobile devices. ...
WORKetc includes tools for Sales, Support, and Project Management teams from one platform. The CRM and Sales tools include sales lead capture from web forms, assignment and tracking of leads through customized sales processes, and reporting with sales pipelines. Project management tools include the creation of complex projects with triggers and dependencies.
WORKetc includes tools for managing operations with access control, assignment of workgroups and roles for online teamwork, and more. The Management software consists of customized reports and tools for getting status, and communication tools for employee and customer interactions.
WORKetc includes a portal for easy collaboration with customers and contractors. Customers can check the status of their projects, send messages against specific projects or tasks, pay their invoices, and submit support requests. Contractors can view their assigned projects and tasks and record time spent working on those items.
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.
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.
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.
DonorPerfect Fundraising Software
Fundraising Management Activities in DonorPerfect
DonorPerfect Fundraising Software is a full-featured donor management CRM that empowers to achieve the goals of an organization helping them raise money, save time, and grow their community of supporters using smart fundraising solutions and data-driven best practices. It helps to organize the efforts, reduce administrative tasks, and pinpoint the success of every fundraising event hosted. ...
DonorPerfect makes it easy to get the word out and personalize messages about the cause which helps to stay in touch with donors and promote continued support. It helps to grow the database of donors, increase giving, and retain donors year after year. DonorPerfect keeps track of all the constituent contacts by storing detailed information.
DonorPerfect’s Growth Tracks focus on Online Fundraising, Crowdfunding, Donor Retention, Event Management, Donor Prospect Research and many other areas that are key to nonprofit fundraising success.
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.
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.
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.
Vendasta Platform
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.
Soffront
Soffront - Digital Marketing Company
Soffront is a CRM platform that offers fully managed marketing services to establish the brand, generate more leads, and close more sales. It helps to acquire customers and increase sales and revenue. ...
Soffront helps to build a beautiful and mobile-friendly website that gives just the right impression and drives results, generate more leads with paid search and social advertising services, nurture leads automatically with email marketing services, get found by the right prospects and more.
Soffront features include qualify leads with marketing automation, get organized and automate sales follow-ups, design workflows to create advocates, build a web presence, and generate more leads, and so on.
Claritysoft CRM
CRM Software for Customer Relationship Management
Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation, and social CRM within a single solution. It helps to enhance customer relationships and increase sales and revenue. ...
Claritysoft’s helps organizations deliver outstanding customer experiences and helps the clients do more, with intuitive technology and a strong focus on the end-user experience. Companies use the software to turn prospects into customers and customers into advocates.
CRM features help to grow the business while operating more efficiently. Some of them include managing and sharing all the accounts from one place, share and track contact information across the organization, create and send branded professional emails to customers, qualify and convert leads into accounts, contacts, and opportunities and many more.
Solve CRM
Solve - Productivity CRM for Web, iPhone iPad and Android
Solve CRM is a cloud based CRM integrating with G Suite and can be deployed in industries such as Realty, Finance, Consulting and more. The software provides activity templates for automating ...
Solve CRM provides activity reports that provide status of activities, to-do lists, opportunities reports and team calendars. The secure workgroups feature enables permission based access to CRM data. It is also available as a mobile application.
Kommo
Empower your team to sell more effectively
Kommo is a messenger-based sales and marketing CRM for sales, and marketing teams to boost sales, enhance customer engagement and increase revenue. Kommo helps sales teams to synch data from all ...
Kommo comes with popular messenger apps: Facebook Messenger, Instagram, Skype, WeChat, Telegram and more. It offers an AI chatbot that’s enhanced with natural language processing, it can detect lead or customer’s intentions during the conversation, and then respond with pre-made templates and workflows. You can build your own chatbot with zero code, amoCRM integrates with email services, VoIP telephony, lead forms, payment processors and dozens more built-in integrations.
Apptivo
Cloud Business Management Software Suite
Apptivo is a Business Management Software that is used by organizations to experience the power of integrated software. It consists integrated set of apps that include CRM, Project Management, Contract Management, Email Marketing, Help Desk, Invoicing and more. It helps to improve efficiency and enhance customer relationships. ...
Apptivo integrated suite of apps is used by businesses of all sizes, ranging from just one user to thousands. It provides customizable apps for businesses to enhance collaboration and communication with the customers.
Some of its features include tracking the complete sales process and close more deals from anywhere with the online CRM software, collaborate on tasks, manage timesheets, and log expense reports, billing system to send and receive online payments from anywhere, supply chain management with vendor tracking, purchasing, and inventory and many more.
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.
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.
Follow Up Boss
Real Estate CRM and Lead Management Software to deliver an incredible customer experience
Follow Up Boss is a real estate CRM and lead management system that allows automatic distribution and follow up leads from over 200 different lead sources. It helps real estate teams, make the sales process, and follow up as efficient and effective as possible. ...
Follow Up Boss optimizes core sales activities for real estate agents and teams to help them set more appointments and close more deals with their leads, past clients, and sphere of influence. Laser-focused on lead generation, conversion, and follow-up, the system is designed to push its users to be the fastest and most organized real estate agent around.
The key features of Follow Up Boss are Email Integration, Sales Forecasting, Application Integration, Custom Fields, Lead Scoring, Sales Analytics, Campaign Management, Tracking Pixel, Company Number, Action Plan, and more. It integrates with existing contacts and dozens of email lead sources.
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.
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.
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.
Keela
The Fundraising CRM for Nonprofits
Keela is donor management and fundraising platform that offers strong tools to expand the audience, generate more money for the cause, and build a lifelong community of supporters. Keela manages contributors and cultivates connections with ease. Designs donation pages to increase online giving, sends email marketing campaigns and has access to statistics and analytics that can aid in data-driven decision-making. ...
Keela unifies fundraising and donor communications empowering nonprofits to improve donor relations through targeted, multi-channel approaches. Keela prioritizes people over profit and never forgets the commitment to the communities in which they operate. Keela engages, inspires, and ultimately drives the supporters to action resulting in strong donor relationships and smarter fundraising.
Features include donor management in Keela’s CRM database, online fundraising tools to convert inspiration into action repeatedly, nonprofit communication tools for unlimited personalized communications via email or direct mail, relationship tracking, automatically updated info, dashboard and analytics, marketing automation and so on.
Suitecrm
Opensource CRM for businesses
Suitecrm is an Open Source CRM software that provides a 360-degree view of customers and business. It serves the needs of small to large businesses. It helps businesses to boost conversions, turn leads into customers, and drive innovation in product development and customer care. ...
It provides users with highly actionable insights on which to base critical business decisions, actions, and strategies. It engages with their potential clients and existing customers at every point of contact and optimizes all opportunities that come along. It has all the features needed to accelerate business growth and provide exceptional customer experiences.
Key features include improving sales and growth pipeline, creating engaging campaigns to send marketing content and automate marketing tasks, reports module allows users to build, generate and manage reports, dashboards, 360-degree view of customers and more.
Kapture CRM
Kapture: CRM platform for sales, operations & customer service
Kapture CRM is an all-in-one Customer Service platform that helps to deliver better and intelligent customer service where the contact center, service center and field force automation are all integrated on one comprehensive platform. It helps with seamless customer experience, facilitates efficiency across the team and clears all the hurdles at every step of the journey. ...
Its an omnichannel platform that makes it easy for customers to reach their preferred channel of communication like the phone, chat, email, social media or mobile app. It empowers the support team with the right tools to track, prioritize and resolve tickets. Assigns tasks to the field reps, track their location, close tickets and complete reports, all within minutes. Engage with the customers in real-time and provide instant customer support and so on.
Some of its features are Quick and easy resolution of queries, Manage Escalations with Ease, 360-Degree Customer View, Access to Customer, Product, and Service Details, Status Alerts at Every Touchpoint, Hassle-free Customer Returns Management, Communicate via Mobile App, Predefined Templates, Real-Time Monitoring, Chat Analytics & Reports and many more.
Method CRM
The most customizable CRM for QuickBooks
Method:CRM is a CRM platform that integrates with QuickBooks for real-time, and helps sales professionals to view and manage sales opportunities and leads. It helps to acquire customers and increase sales and revenue. ...
Method:CRM provides effective lead management, from the first point of contact to first purchase. It automates lead captures and saves new prospects directly to CRM, simplifies lead tracks by recording interactions, schedule follow-ups, and assign tasks to teammates, and checks the status of each deal to focus on the ones that matter most and close more sales.
Its features include the QuickBooks CRM to get the perfect CRM for the unique business needs, sync leads to QuickBooks when they become paying customers, provides a complete view of the customers to keep them coming back, and so on.
Salesseek
SalesSeek: Sales CRM, Marketing, and Customer Success Platform
SalesSeek is a CRM, Marketing, and Customer Success Platform that helps organizations to scale their revenue generation. It helps to increase sales and revenue and improve ROI. SalesSeek helps to ...
Features that make sales, marketing, customer success teams more productive and effective include tracking deals, team management, smart filtering, email campaigns, and many more.
Lasso CRM
Lasso CRM for Home Builders and Real Estate Developers
Lasso is a CRM software custom-built to make it easier for home builders, real estate developers, and sales and marketing agencies to convert more prospects into purchasers. It helps to improve ROI and enhance customer relationships. ...
Lasso helps in daily tasks and routines, communication, and building relationships with the prospects. It also helps in collaboration with progressive builders, developers, and agencies improving marketing and selling more homes.
Features of Lasso include capture leads, built-in email marketing, robust reporting, integrated sales process, connect with other systems via API, and many more.
PlanPlus Online
A Productivity System for Leaders and High Achievers
PlanPlus Online is a Productivity Software System for Leaders to help plan, execute, and achieve goals. It is built for professionals and agents working in real estate, finance, and insurance, enhancing their productivity by fusing the highly renowned Franklin Covey business planning methodology to the web, a business practice that focuses on effectively managing time and clients. ...
PlanPlus Online combines a proven productivity engine used by over 15 million people with a powerful Customer Relationship Management system with collaboration, sales, marketing, and project management features. It carries a variety of tools that will help users cover major business management facets, ranging from sales automation, CRM, email marketing, collaboration, project management, customer support, and website integration. PlanPlus Online’s Sales Force Automation (SFA) Process Builder provides a default template that can be used or can modify it to match a specific process.
PlanPlus Online features include digital sales assistant, custom sales dashboards, custom layouts with ideal client profile, create a scalable sales system, lead management with lead scoring, personalized activities on the prioritized daily task list, and more.
Salesforce Essentials
Build stronger customer relationships, with the CRM built for small business
Salesforce Essentials is the vendor's small business plan for its CRM (Sales Cloud) and customer support (Service Cloud) solutions. It is designed for a small sales team to sell smarter and faster with the help of the app's built-in intelligence. It helps to acquire customers and enhance customer relationships. ...
Salesforce Essentials help to obtain data from email, calendar, spreadsheets, phone, chat, social channels, and more to get a view of every customer and the business. It connects with customers for a personalized customer experience and sells faster and smarter with built-in intelligence.
Some of its features include a 360-degree customer view, in-app tutorials, and guided setup, easy customizable view of all sales details, automatically connect multiple support channels, automate repetitive tasks, and many more.
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.
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.
