GoldMine CRM vs. SMART Software Comparison


GoldMine CRM GoldMine	SMART Software SMART	+	+
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		Related Products Coevera Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. • Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. • Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. • Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. • Automatizer — no-code workflow automation your own ops team builds and changes. • Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages. 753 Ratings Visit Website Act! 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. 555 Ratings Visit Website Pipedrive 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. 12,537 Ratings Visit Website Shape Software 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. 136 Ratings Visit Website ClickUp 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. 19,572 Ratings Visit Website InfoFlo 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. 196 Ratings Visit Website CharityTracker A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know you’re busy and don’t have time for complicated software – We’ve changed that! Even your staff will enjoy using the system – No more headaches and missing data from reports so you can use your valuable time to serve more people. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in 2,200 communities! Book a free demo. Pricing starts at just $20/mo. user 1,429 Ratings Visit Website Planfix 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. 58 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 589 Ratings Visit Website Plauti For Salesforce and Microsoft Dynamics 365 CE teams who want to run reports, automation and AI only on data they can trust, Plauti is the native data-quality platform that diagnoses, cleans and makes data actionable without it ever leaving the CRM. Unlike bolt-on tools that export your data or native features that stop at detection, Plauti gives configurable, governed control across Salesforce and Dynamics — so the AI, analytics, and revenue engine on top can finally trust the data underneath. 123 Ratings Visit Website
About GoldMine has removed the headaches of many CRM platforms. Because our interface is so common, your employees will feel right at home. Less time training means more time doing. Don’t “rent” your CRM System when you can OWN it and save BIG. Most companies save up to 70%. With one easy payment, its yours…forever! Take control, save money and have peace of mind you will never get “shut off”. CRM becomes much more powerful when you combine it with other powerful apps. Our cloud option will give you universal access with one login. Here are some popular Add-On applications. It’s your data and you need to keep it protected. We understand that. That’s why we have partnered with leading hosting providers who back up your data, protect it from intrusion and are compliant with certain data storage practices.	About Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.
Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Companies of all sizes	Audience Field service businesses
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $60 per user per month Free Version Not Supported Free Trial Supported	Pricing $74.99 $19 for next 10 users $15 for next 10 users $10 per user after that Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 4.7 / 5 ease 4.0 / 5 features 4.7 / 5 design 4.0 / 5 support 4.0 / 5 Read all reviews	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: Review this Software
Pros & Cons from Real Users Pros This CRM is unique and it can manage multiple customers transactions and their order history in systematic manner. It provides full details of the contact and email along with the order which customer has purchase in their life cycle. User need to enter the contact details once and it will fetch further details thereafter. It provides customer status for the newly added details. There is a lot to like about GoldMine CRM. First, it is a very competitive software compared to what other market players are offering. Besides affordability, this tool comes complete with all the necessary CRM features. It is effortless to understand, use, customize, and manage. GoldMine CRM is a software which has better price, that many investors or entrepreneurs can afford. Also, the relationship that GoldMine CRM establish with customers is diverse and effective. The management of the details clients supply us with is a benefit from GoldMine CRM. Cons Customization is little bit tough and every time user permission is required. Multiple window opening during data entry is also very annoying however it will does the job as required. With the many benefits that I have enjoyed with GoldMine CRM, I have no complaints regarding this CRM tool. GoldMine CRM usage is quite engaging, which calls for some experience and training. But after that time frame, the usage turns out simpler.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information GoldMine Founded: 1985 United States www.goldmine.com	Company Information SMART Founded: 1998 United States www.smart.software
Alternatives Act!	Alternatives ServiceNow Field Service Management ServiceNow
Coevera Pipelinersales Corporation	Bringoz
Exsalerate CRM Solution Source	CalAmp
Less Annoying CRM	ManageEngine ServiceDesk Plus ManageEngine
Tubular View All	Freshservice Freshworks View All
Categories Contact Management Supported CRM Supported Lead Management Supported	Categories Asset Tracking Supported Compliance Supported Contact Management Supported Contract Management Supported Employee Monitoring Supported Field Service Management Supported Help Desk Supported Inventory Control Supported Inventory Management Supported Issue Tracking Supported Lead Management Supported Portal Supported Route Planning Supported Service Dispatch Supported Tradesman Job Management Supported Transportation Dispatch Supported
Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Not Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Show More Features CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Not Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported	Contact Management Features Activity Management Not Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Not Supported Shared Contacts Supported Social Media Integration Not Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Not Supported Lead Nurturing Supported Lead Scoring Not Supported Lead Segmentation Not Supported Pipeline Management Supported Prospecting Tools Not Supported Source Tracking Not Supported Show More Features Compliance Features Archiving & Retention Supported Artificial Intelligence (AI) Not Supported Audit Management Supported Compliance Tracking Supported Controls Testing Supported Environmental Compliance Supported FDA Compliance Not Supported HIPAA Compliance Not Supported Incident Management Supported ISO Compliance Not Supported OSHA Compliance Not Supported Risk Management Not Supported Sarbanes-Oxley Compliance Not Supported Surveys & Feedback Not Supported Version Control Not Supported Workflow / Process Automation Supported Employee Monitoring Features Activity Monitoring Not Supported Browsing History Not Supported Email Monitoring Not Supported Keystroke Recording Not Supported Productivity Analysis Supported Remote Control Not Supported Screen Activity Recording Not Supported Time & Attendance Not Supported Time Tracking Supported Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management Supported Customer Database Supported Dispatch Management Supported Electronic Signature Supported Inventory Management Supported Mobile Access Supported Payment Collection in the Field Not Supported Quotes / Estimates Supported Routing Supported Scheduling Supported Service History Tracking Supported Time Clock Supported Work Order Management Supported Help Desk Features Alerts / Escalation Supported Automated Routing Not Supported Community Forums Not Supported Customizable Branding Supported Document Storage Supported Email Integration Supported Incident Management Supported Interaction Tracking Supported IT Asset Management Supported Knowledge Base Supported Known Issue Management Supported Live Chat Not Supported Multi-Channel Communication Not Supported Multiple Brands / Products Not Supported Network Monitoring Not Supported Real-time Chat Not Supported Self Service Portal Not Supported Service Level Agreement (SLA) Management Not Supported Ticket Management Not Supported Inventory Control Features Allocation Supported Barcoding Supported Cost Tracking Supported Forecasting Not Supported Item Management Supported Order Management Supported Procurement Management Not Supported Reorder Management Not Supported Serial Number Tracking Supported SKU / UPC Codes Supported Supplier Management Supported Inventory Management Features Alerts/Notifications Supported Barcoding / RFID Supported Forecasting Not Supported Inventory Optimization Not Supported Kitting Supported Manufacturing Inventory Management Supported Mobile Access Supported Multi-Channel Management Supported Product Identification Supported Reorder Management Not Supported Reporting/Analytics Supported Retail Inventory Management Not Supported Supplier Management Supported Warehouse Management Supported Issue Tracking Features Assignment Management Supported Dashboard Supported Escalation Management Supported Issue Auditing Supported Issue Scheduling Supported Knowledge Base Supported Project Management Supported Recurring Issues Supported Scheduling Supported Task Management Supported Route Planning Features Capacity Planning Not Supported Drag & Drop Scheduling Supported Driver Management Supported Emergency Dispatch Supported GPS Tracking Supported Performance Metrics Supported Route Costing Not Supported Territory Management Supported Service Dispatch Features Billing & Invoicing Supported Call Center Management Supported Contract Management Supported Customer Database Supported Inventory Control Supported Job Management Supported Job Tracking Supported Mobile Access Supported Routing Supported Scheduling Supported Self Service Portal Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Transportation Dispatch Features Billing & Invoicing Supported Computer Aided Dispatch Supported Customer Database Supported Emergency Dispatch Supported Fuel Management Not Supported Mileage Tracking Supported Order Management Not Supported Routing Supported Scheduling Supported Vehicle Tracking Supported
Integrations ACCEO Retail-1 Supported Cloudya Supported Constant Contact Supported Contact & Sales Manager Supported Descartes ShipRush Supported Evolve IP Supported IntelliClick Supported Intulse Supported Meetrics Not Supported Microsoft 365 Supported MigrationCrunch Supported Optimus MIS Supported QuickBooks Online Supported QuickBooks Online Advanced Supported QuoteWerks Supported Spotler Supported Verenia CPQ Supported Virtual Cabinet Supported esendex Supported Show More Integrations View All 23 Integrations	Integrations ACCEO Retail-1 Not Supported Cloudya Not Supported Constant Contact Not Supported Contact & Sales Manager Not Supported Descartes ShipRush Not Supported Evolve IP Not Supported IntelliClick Not Supported Intulse Not Supported Meetrics Supported Microsoft 365 Not Supported MigrationCrunch Not Supported Optimus MIS Not Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported QuoteWerks Not Supported Spotler Not Supported Verenia CPQ Not Supported Virtual Cabinet Not Supported esendex Not Supported Show More Integrations View All 1 Integration
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