SalesUp! CRM vs. EBP CRM Comparison Chart

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.

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.

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.

ConWize is a cloud-based platform that helps construction companies estimate projects more accurately and win more tenders. Estimating construction projects are complex and time-consuming. Overlooked errors can result in losing tenders, or throw you off budget in the execution phase. ConWize simplifies the bidding and estimation process in the tender phase, to protect your company against crucial mistakes, so you can win more tenders, and execute them profitably. We offer: ALL-IN-ONE BIDDING AND ESTIMATING PLATFORM FOR TENDER DEPARTMENTS: Tenders pipeline management, subcontractors bidding automation, advanced estimating tools, indirect costs and profit loading tools, Tender KPI analytics, and more. ESTIMATE PROJECTS AND MANAGE EXECUTION IN ONE PLATFORM: We know that the bottom line of projects is profitability. ConWize's pre-contract management module seamlessly connects the tender and execution phases to maximize control and project monitoring.

The #1 B2B sales platform for medium, large and enterprise consumer goods manufacturers and distributors. Pepperi is a comprehensive, unified commerce platform to manage all aspects of your B2B sales. We combine a B2B eCommerce storefront, sales rep app for mobile order-taking (iOS/Android), Trade Promotions module, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE UNIFIED cloud-based platform that runs online and offline to maximize in-person and online B2B sales. Thanks to its proprietary IPaaS (Integration Platform as a Service), Pepperi syncs seamlessly to your existing tech stack such as ERPs, Accounting software, Payment and Shipping gateways. Pepperi is the ONLY purpose-built mobile solution on the market and currently serves over 1000 companies in 65 countries.

Grow your business with OpenPro ERP solutions that can be deployed in the cloud or on your server. Our software supports most industries with a complete Enterprise Resource Planning (ERP) software solution. As a provider of Business Management ERP Software, OpenPro excels with its Real-Time Solutions. From Accounting and Financial Reports to its MES software, MRP manufacturing and wholesale distribution inventory control software. The Business Management Software are all GAAP and international compliant. OpenPro is multi language (9 different) and multi currency. Another of the many business software solutions is a complete retail Point of Sales (POS) system, while distributors benefit from the supply chain management software. Built in time card management, Payroll and HRMS systems are integrated with the accounting manufacturing software. Customer Relationship management (CRM) is integrated to target prospects and convert them into customers quickly.

At Tall Emu we understand how business owners & managers find it difficult to stay organised, be across all that’s happening with customers, following-up leads, knowing the status of projects and what staff have been doing…that’s why we created Tall Emu CRM software which is a REAL alternative to an expensive ERP. Best in class Inventory management features of an expensive ERP system that also empower your sales team to real-time quote at lightning speed to close more sales. Managing your sales pipeline is critical if you want to stay on top of leads and actively nurture them into customers. Easy to use, and powerful. Create professional quotes with our simple online quote builder. Add groups, images, links, videos and subtotals – send to customers by SMS or email so they can view online. View customers, leads opportunities and projects on a map. Visualize your sales territory to find your best opportunities instantly. Filter opportunities based on location and your schedule.

The right ERP system for Life Sciences, Consumer Products & Distribution companies that are focused on growth and their systems are holding them back. Built for early-stage to mid-market companies that plan to grow. SAP Business ByDesign is a complete, cloud-based ERP solution for fast-growing, start-up to mid-market businesses and subsidiaries that want to scale without the complexity and unnecessary cost. With SAP Business ByDesign, you get an affordable way to manage your entire business as an integrated whole, from accounting and financials, purchasing, inventory, sales, and customer support, all the way to operations, logistics, project management, and human resources. 36 End-to-End Process Scenarios built-in Operational Performance Sourcing & Procurement Project Management Reporting & Analytics Accounting & Finance CRM, Sales, & Marketing Service Support Human resources (Suite-in-a-Box)

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.

Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. Our system caters to businesses of all sizes and accommodates users from various roles such as: estimators, engineers, PMs, sales, executive, and field workers. It includes rich reporting features with customizable reports, charts, and graphs to enable companies to analyze their data in real-time.