Coheris CRM vs. Efficy Comparison Chart

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.

The trusted leader in text marketing, SlickText helps create valuable connections with your customers through targeted, action-driven text messages. Over 15,000 brands rely on SlickText because of its powerful software and easy-to-use platform. With SlickText, subscriber growth is easy with tools like website popups, landing pages, custom QR codes, and third-party integrations. You'll be able to engage your audience in meaningful ways that make mass text messaging personal so you can build loyalty and action. Our automated workflow tool allows you to create automated SMS sequences that engage with people one-on-one. No coding required. SlickText is known for an intuitive, easy to navigate platform coupled with responsive customer service. Their knowledge of compliance and best practices helps them actively create wins for their users.

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.

SurveyLegend is the next generation of online surveys — engaging, platform-independent, & beautiful. We empower companies - large & small - & individuals, to create mobile-friendly, gorgeous surveys. Create great-looking surveys, forms, polls, voting, questionnaires, NPS, customer satisfaction, customer experience, employee satisfaction surveys... on your computer or tablet, customize the look of your survey however you like, & display collected data with eye-catching and insightful graphics. Creating questionnaires is done simply by drag & drop, & you don't need to be a market research expert to use our tool. It has never been this easy to listen to customer demand, measure customer or employee satisfaction, manage client experience, or maintaining student & employee engagement. SurveyLegend has users all over the world, from amazing companies like L'Oréal, Universal, Harvard, Greenpeace, Airbnb, Sony, CocaCola, Roche, to awesome start-up companies and individuals.

Epicor® Vision® is a leading distribution ERP solution specially built for aftermarket parts distributors that connects your people and systems to fuel faster, more profitable growth. Epicor Vision enables your business to deliver superior customer service, whether it’s a single-location shop, a national service chain, or a large corporate or government account. Leverage extensive back-office automation, data-driven inventory planning, and advanced pricing strategies. Get ahead of competitors by automating processes such as transmission and receipt of POs, ASNs, e-invoices, and other documents. Conduct seamless peer-to-peer transactions and streamline special orders. Epicor Vision can help you optimize purchasing and inventory control to eliminate underperforming stock. Utilize leading-edge Epicor parts demand intelligence to fine-tune inventories at every location. Streamline purchasing and A/P operations with the Vision solution’s comprehensive three-way match feature.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.

SalesBuilder CRM is a cloud-based 4-in-1 homebuilder CRM software that will meet all your sales and marketing needs. Features include capturing & nurturing prospects, managing recorded sales, tracking option selections, and generating contracts. SalesBuilder CRM offers marketing features for connecting with prospects & recording activity: email follow-up, phone logger, & letters for mailing. Record prospect information and assign action items. Register manually at sales offices, import website leads or import 3rd party leads from Zillow, Realtor, BDX, etc. SalesBuilder CRM contains all sale tools needed, from start to finish: creating scenarios, recording sales, managing sale details, adding additional options, and generating contracts with optional DocuSign integration. Capture leads into our CRM software for homebuilders; record important information and promote prospects to homebuyers. Allow users to define their own registration cards to ensure all information needed is captured.

Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless. Act! Premium includes powerful CRM and Marketing Automation tools in one platform, making it easy for you to up your sales and marketing game – and ultimately create customers for life.

incentX is the go-to sales commission software for businesses that prioritize efficiency and clarity. It's designed to make complex tasks feel simple. Everyone works in harmony by aligning your sales team's targets with company goals. Forget manual calculations; incentX handles them in moments. With smooth integrations like SAP and Oracle NetSuite, your data flow remains uninterrupted. Our analytics don't just provide numbers; they offer actionable insights that inform your strategies. Streamlined operations mean fewer mistakes and a unified approach across all departments. And when it comes to customer interactions, incentX ensures they're meaningful, fostering stronger relationships. Choose incentX and experience a smarter way to manage incentives.

TicketSearch is a complete event ticketing, box office management, CRM, and fundraising solution providing organizations of any size the tools and support to sell tickets, registrations, workshops, and merchandise, as well as accept donations and manage customer relations. TicketSearch offers two levels of service, the standard edition, with features for every organization, and the enterprise solution, which provides additional services such as marketing, phone sales, and additional support services. From loading events to managing ticket inventory and providing daily revenue reports, TicketSearch can customize a box office solution for your team. Virtual phone sales, ticket distribution, and patron package mailing services are available. A dedicated sales and support representative will be assigned to your account to ensure TicketSearch integrates seamlessly with your team.