Clickbase BI

Clickbase BI

Clickbase
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About

ClickBase empowers your people to make better desisions. Challenges and opportunities come at you quickly and they are rarely the same ones you faced yesterday. With ClickBase business intelligence, be ready for whatever the competition, your customers or the economy throws at you. With ClickBase you can easily analyze your month-to-month or even day-to-day sales comparisons to any level of detail and between any elements of your business. You can know exactly where expenses are being spent, by whom and when for accurate allocations across monthly departmental reports. You can track current inventory levels, orders pending and sales trends by individual sales rep or by specific geography or by SKU. You can easily find that error causing your trial balance to be off. This edition of ClickBase does not have any predefined reports. You can use it to connect to any data source and create your reports and perform other data analysis functions.

About

Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses wanting a tool to analyze their month to month or even day to day sales comparisons

Audience

Small and medium-sized businesses with inside sales teams, across multiple industries.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$9,000 one-time payment
Free Version
Free Trial

Pricing

$13.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.6 / 5
ease 4.6 / 5
features 4.4 / 5
design 4.4 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clickbase
Founded: 1997
United States
www.clickbase.com

Company Information

Nutshell
Founded: 2009
United States
www.nutshell.com

Alternatives

Alternatives

monday sales CRM

monday sales CRM

monday.com
Qymatix Predictive Sales

Qymatix Predictive Sales

Qymatix Solutions GmbH
HubSpot CRM

HubSpot CRM

HubSpot
Maximizer CRM

Maximizer CRM

Maximizer Software

Categories

Categories

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Sales Analytics Features

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Online Form Builders Features

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement Features

Call Scripts / Call Steps
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Integrations

AWeber
Axis LMS
Box
Chat Agents
Ema
Exopen
FlowUp
Gmail
Google Contacts
HubSpot Customer Platform
Kixie PowerCall & SMS
Lead411
Microsoft Exchange
Microsoft Outlook
Olark
QuickBooks Online
QuickBooks Online Advanced
Stackreaction
Yesware
Zendesk Chat

Integrations

AWeber
Axis LMS
Box
Chat Agents
Ema
Exopen
FlowUp
Gmail
Google Contacts
HubSpot Customer Platform
Kixie PowerCall & SMS
Lead411
Microsoft Exchange
Microsoft Outlook
Olark
QuickBooks Online
QuickBooks Online Advanced
Stackreaction
Yesware
Zendesk Chat
Claim Clickbase BI and update features and information
Claim Clickbase BI and update features and information
Claim Nutshell and update features and information
Claim Nutshell and update features and information