EasyGrouper vs. GoldMine CRM Comparison Chart

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

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.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Coevera is the AI-native CRM built to empower and develop salespeople—not just track them. Formerly Pipeliner CRM, Coevera pairs a powerful, visual sales platform with a built-in professional development ecosystem, so your team gets better at selling while they sell. Rebuilt from the ground up, intelligence is the default—not a feature bolted onto decades-old architecture. Spot stalled deals at a glance, kill busywork with the Automatizer workflow engine, and plug into the wider AI ecosystem through native Model Context Protocol (MCP) support. Visual selling, intuitive navigation, and rapid time-to-value mean implementation in weeks, not quarters—and adoption stays high because the experience is built around the seller, not against them. Every capability is designed to amplify human judgment, never replace it. For organizations ready to move beyond legacy CRM and sell in a smarter, faster, more human way, Coevera is the platform built for what's next.

Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it. You need convergence. ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost. AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should. Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations. All connected. All in one place. Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions. Trusted by teams from startups to the Fortune 500. Stop patching a broken system. Get back the hours your team was never supposed to lose. Free Forever plan available. No credit card required.

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price.

Uptime.com provides comprehensive, unified visibility into the availability and performance of critical services. Monitoring tools empower engineering, operations and SRE teams to maintain oversight of their web stack and respond to outages through customizable alerting channels. Uptime.com offers a broad set of monitoring capabilities, including web, network, and email. API and transaction checks offer synthetic monitoring to perform multi-step validations of critical flows and services. Monitor public and private resources through a unified interface that streamlines configuration and alerting. Set up and customize Status Pages with your company branding to communicate incidents and maintenance to both customers and internal teams. Provide a single-page overview that shows your overall service health at a glance. Robust and customizable SLA reporting allows stakeholders to stay informed on incidents and downtime.

Plauti builds native data-quality apps that run entirely within your CRM. No data leaves your system, no external servers are used, and everything is controlled by your own admins without IT tickets. Plauti covers the full data quality spectrum: > Run batch jobs to find and merge existing duplicates with full audit trails > Verify email addresses and phone numbers before they’re saved + postal + add-on Context > Prevent duplicates with real-time alerts that stop bad data at entry > Catch duplicates from integrations and imports All functionality runs on Dynamics 365 CE or Salesforce infrastructure using your existing permissions and security. There’s no separate login, no data sync delays, and no compliance gaps.

Rise Vision is the all-in-one platform for digital signage, screen sharing, and emergency alerts designed to help organizations communicate, teach, collaborate, and improve safety. The cloud-based system integrates digital signage, interactive digital signage, screen sharing, and emergency alerts, making it an ideal choice for organizations looking to streamline their visual communication efforts. With its easy-to-use software and world-class support, Rise Vision caters to a diverse range of industries and applications. Key features of Rise Vision include over 750 professionally designed templates that allow users to quickly create engaging content without the need for extensive design skills. Users can also use the AI presentation design and editing tool that's the fastest way to turn an idea in your head into engaging digital signage. The platform supports a wide range of hardware, enabling users to either utilize recommended hardware or integrate their existing technology.