CBS-CRM vs. Touchpoint Comparison Chart

Zoho SalesIQ is an all-in-one customer engagement, live chat, and analytics platform. It unifies your marketing, sales, and customer support efforts providing your customers a great experience, and boosting business growth. Get to know your prospects better and initiate the right conversation with them at exactly the right time. SalesIQ is optimized to suit the customer communication needs of B2B and B2C businesses of all sizes. It is equipped with built-in audio calling, screen sharing, visitor information, lead identification, a drag-and-drop custom bot builder, an AI-driven chatbot with a human touch that automates your customer engagement, and much more. It is trusted by over 450,000 businesses, including giants like Mahindra & Mahindra, Renault, IIFL, Suzuki, Zee5, Fluitec, and Borner Corp. to serve their customers at every stage of the customer lifecycle. We have a live chat software starting at $0 that scales with your business without burning a hole in your pocket.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

EngageBay is a simple, affordable, integrated, all-in-one marketing, sales and service automation platform with free CRM, built to grow small businesses and startups. The marketing automation suite helps you save time, nurture your audience and automate routine, manual tasks. With the free CRM and sales automation, you can organize all your email contacts, track deals, and the sales pipeline to grow your sales. Further, you can build meaningful customer relationships that stay for life. And finally, with the free live chat and helpdesk features, provide real-time assistance to convert visitors to happy customers. Track, prioritize, and solve customer support tickets in minutes.

SalesNOW helps your business find a synergistic balance between team members and their sales workflow, with the user of an award-winning mobile CRM solution. Built to be robust, easy to use, and the most affordable customer relationship management and sales force automation solution. SalesNOW allows sales teams, management, and executives to manage all aspects of the sales cycle including contact management, company tracking, lead management, deal management, case management, activity, and sales reporting. Highly mobile individuals can access all customer and prospect data, track contacts, companies, leads, deals, events, and e-mail all from a single platform.

Virtuous is much more than a CRM - it is the only responsive fundraising platform designed to help nonprofit teams build better donor relationships and grow generosity. The world of fundraising has changed. Virtuous is your growth partner for the new normal ⏤ unifying fundraising, marketing, and donor development activities, ridding teams of redundant back-office tasks, and surfacing the insights and signals needed to deliver dynamic donor experiences at scale. Giving is deeply personal. We believe fundraising should be too. Virtuous is everything you’d expect from a robust CRM, plus data insights to help you build deeper donor relationships: email marketing, mail segmentation, campaign tools, and more, designed to increase engagement. Data-driven donor insights powered by wealth, social media, engagement, location, and other data to help you listen to constituents at scale. See how Virtuous can unify and empower your teams to exceed your goals.

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

At Clear C2, we understand that different companies have different business requirements. We designed C2CRM to allow you to choose only the functions you need. Our CRM system is a cost-effective solution that will grow with your business. C2CRM consists of four modules that integrate to provide a comprehensive CRM solution: Relationship Management, Sales Automation, Marketing Automation, and Customer Service. Only buy what each user needs. The C2CRM Relationship Management module is the core of our solution. It consists of all the logic you need to manage your business relationships effectively and a mobile app to keep your sales team informed while on the road. Get a 360-degree view of your accounts, contacts, and activity with built-in dashboards, workflow automation, and reports.

LionO360 is a comprehensive SaaS based CRM/ERP solution that enables you to manage your entire business from one unified platform. This drives operational efficiency and enables business growth. Our next-gen platform empowers SMBs to transform their business process. There is no need to maintain multiple systems to run your business, and constantly deal with data reconciliation issues and manual workarounds. With the LionO360 platform, you get one single and unified CRM/ERP system to manage all your core business functions, which includes sales, customer relationships and pipeline/quota management to back-office inventory, purchases, warehouse, field service, logistics, financial management and e-commerce integrations. Our out-of-box solution is highly configurable and provides flexibility to start immediately, and then scale as the business expands.

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.