Alternatives to CBS-CRM

Compare CBS-CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CBS-CRM in 2024. Compare features, ratings, user reviews, pricing, and more from CBS-CRM competitors and alternatives in order to make an informed decision for your business.

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    vtenext

    vtenext

    vtenext

    vtenext is the first and only All-In-One CRM equipped with a BPMN Engine and AI algorithms. Departmental silos are a dangerous productivity killer that you need to avoid. Boost your intra-organizational communication and reach your business objective through the features of a real Holistic CRM, a tool able to improve the efficiency of each business area. BPMN Engine This is a natively integrated tool which, through a graphic interface, allows to digitize and automate each kind of business process, avoiding collaborators to do tasks with low added value and minimizing loss of time and errors. Artificial Intelligence Integrated algorithms allow to make your organization more effective and efficient, through: - automatic tickets and leads classificators - lead generation chatbot - internal and external support chatbot - OCR Increase efficiency and automate marketing and pre-sales activities, sales, customer service and project management through vtenext now!
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    Lusha

    Lusha

    Lusha

    Lusha helps business professionals establish a fast and true connection with their leads, contacts, and candidates. B2B engagement is based on trust. Lusha helps you build that trust using simple tools which allow you to enrich and verify business profiles. Today, over 800,000 sales representatives, recruitment managers, and marketers transform the way they engage with their leads, contacts, and candidates by using Lusha on a daily basis. Our customers range from small and medium businesses to enterprises including Google, Amazon, and Apple, to name but a few. Use our razor-sharp filters to get your list of 1,000 prospects in one go. Easily build your lists with accurate and actionable data on each single prospect. In one click, export lists to your CRM and put your workflows on autopilot. Install Lusha on your browser to get instant contact and company data on all the people you want to reach, right where you work: LinkedIn, Salesforce, or any company website.
    Starting Price: $0
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    Intercom

    Intercom

    Intercom

    Deliver great experiences, no matter what. Connecting with customers is more important than ever. We can help with scalable messaging for sales, marketing, and support. The #1 Business Messenger for you and your customers. Use Intercom to drive growth at every stage of the customer lifecycle. Our chatbots and live chat capture more of your best leads and convert them while they’re hot. Set your customers up for success with tailored onboarding and activation messages. Real-time tools and rich insights mean our support solution amplifies your team for an unbeatable experience. Give customers personal touchpoints with your brand through the familiar medium of messaging. Engage customers at the exact moment they're ready to buy, whether on your website or in your app. Intercom connects your tools and workflows so you can communicate personally at scale. Set clear expectations with customers based on your team's bandwidth, and collect upfront information for follow-up later.
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    Starting Price: $39 per month
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    Touchpoint

    Touchpoint

    Touchpoint

    Touchpoint is an all-in-one CRM software for small and medium businesses. It brings together sales, marketing, and support capabilities to help users manage all their customer interactions from one, convenient dashboard: - Touchpoint Promote: Create, send, and split test SMS or email marketing campaigns. - Touchpoint Sell: Simplify sales processes and close more deals with a simple CRM. - Touchpoint Serve: Deliver excellent support and manage a unified view of all customer interactions. - Touchpoint Collaborate: Get more done and save time with a team collaboration software. - Touchpoint Connect: Engage customers, partners, and team members across multiple channels (email, SMS, etc.)
    Starting Price: $39
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    SalesTown CRM

    SalesTown CRM

    SalesTown CRM

    SalesTown CRM is a comprehensive customer relationship management software designed to streamline and enhance sales processes for businesses of all sizes. With a user-friendly interface and robust features, SalesTown CRM offers tools for managing contacts, tracking sales opportunities, automating marketing campaigns, and generating detailed analytics and reports. Its integration capabilities allow seamless connections with popular third-party applications, enabling a unified view of customer interactions. SalesTown CRM is ideal for sales teams seeking to increase efficiency, improve customer engagement, and drive growth.
    Starting Price: 9.79
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    Uniqode

    Uniqode

    Uniqode

    Uniqode's QR Code generator, formerly Beaconstac, is a QR Code generator focused on boosting efficiency, engaging customers, tracking physical marketing ROI, and cutting costs. With 50,000+ users across sectors like consumer goods and hospitality, it's trusted by global enterprises and small businesses alike. Some of Uniqode's customers include Pepsi, Amazon, Nestle, Toyota, etc. Uniqode aims to connect every physical object worldwide digitally. Offering comprehensive QR Code management and analytics, it helps businesses build relationships, boost revenue, and gather first-party data. With Uniqode, you can easily deploy high-converting QR Codes at any scale.
    Starting Price: $60/year
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    FunnelBeam

    FunnelBeam

    FunnelBeam

    Find and connect with your ideal customer. Empower each phase of go-to-market with AI-driven technology, integrations, and automation. Hit your lead gen, sales, and revenue goals. From hard-to-find custom data, to the general fields that every organization cares about, FunnelBeam can help you scale in every situation. Sophisticated sales and marketing teams are choosing FunnelBeam to get the most advanced data on the market, to help power their growth. Shorten sign-up forms, improve lead scoring, and simply save your team time. We bring you the custom data and AI-driven signals you need to scale quickly. We take your ideal customer profile and turn it into an advanced AI model, generating custom buying signals to help your revenue-generating teams reach out to the right accounts now.
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    CloudYogi CRM

    CloudYogi CRM

    Target Integration

    Cloud Yogi CRM boosts your customer and sales management by providing an easy-to-use interface. Cloud Yogi CRM benefits companies by automating and streamlining an array of operations including project management, vendor management, client relationship management, sales management, complaint management, inventory management and much more. Cloud Yogi CRM is versatile and fits the business environment of all small and medium-sized companies. Further, Cloud Yogi CRM can also be accessed through its mobile app, thus keeping you connected wherever you go! Easy to deploy with no client software to install. Access anywhere with only an internet connection. Cloud-based ensures safe, secure & easily accessible data. Can be easily integrated with a range of third-party apps. Cloud Yogi CRM is fully documented, Although the Target Integration team is here to train you, Cloud Yogi ensures that you get the CRM right with the help of video training and documentation.
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    Doplac CRM
    Browse and collect B2B leads using Doplac tools. Automate social media marketing and conduct multi-channel outreach. Effortlessly manage your meeting appointments. Create projects and assign team members. Doplac CRM has everything an agency needs to go from zero to hero, from outreach leads to managing relationships. It has everything to skyrocket your agency's growth. Utilize the power of Doplac to automate your agency's operations, streamline workflows, and focus on closing more deals. Doplac is a robust and affordable CRM tool suite that helps businesses easily manage sales, marketing, customer service, and relationships to drive sustainable business growth and success. Doplac CRM has been specially designed to meet all the unique needs of an agency. It helps agencies, from finding new clients and marketing to connecting with clients, scheduling meetings, managing projects and clients, and even getting paid, all in one unified platform.
    Starting Price: $71 per month
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    Skyward CRM

    Skyward CRM

    Skyward Techno Solutions

    Customer Relationship Management helps companies to manage their relationship and interactions with customers and associate partners. At Skyward Techno, we understand your requirements and the importance of your association with your customers. The CRM Software aims to help businesses benefit from your relationship with your customers while keeping your needs and insights in mind. Our CRM automates your routine activities for sales, service, and marketing teams, leaving them free to use their time and skills to think generate leads and close deals. Packed with custom features, this CRM software is the key to all the solutions that you have been looking for.It is easy, adaptable, affordable CRM for small business as well as medium sized businesses. The CRM allows you to achieve targeted results as all features can be customized.. Simply put, Skyward CRM helps you and your sales team do the right things, at the right time.
    Starting Price: $10.00/month/user
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    KundenMeister
    KundenMeister is a web-based CRM marketing and sales software for small and medium-sized enterprises as well as for large concerns. By the use of online CRM software, you are able to efficiently organize your business processes and provide optimal support for your customers through a comprehensive and central database. Increased productivity, improved workflow, faster response time to important inquiries and appointments - due to the web-based CRM system you have access to all functions independent of time and place and so, the software can also be used via smartphone or tablet! Customer relationship management on a new level! The KundenMeister, a CRM software for everything in one. We guarantee efficient business processes thanks to the ideal coordination of all departments and areas. Discover our diverse CRM application possibilities.
    Starting Price: €15 per month
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    SoulCRM

    SoulCRM

    SoulCRM

    Recognize trends, spot opportunities and improve efficiency. Connect and engage with your leads and contacts with right information. Your data is hosted in some of the most secure facilities available today at protected locations. SoulCRM is developed to solve your specific business needs allowing you to grow faster. SoulCRM Support module is designed to help you focus more on creating customer happiness every day. SoulCRM is hosted on Amazon's secure cloud. Your data is completely secure and protected. CRM is a system that helps to streamline your company's leads, opportunities, appointments, sales and support, by keeping customers as the center of the process. SoulCRM India helps you boost your company’s Sales, Support & Satisfaction. Our CRM software for small and medium businesses helps you shorten your lead cycles, which means more sales, and helps you provide on-time support, which means happy customers.
    Starting Price: $6.50 per month
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    Builders CRM

    Builders CRM

    CetharSoft

    We understand the business needs and provide system consultancy services to resonate with the customer’s thoughts for achieving better business solutions and retaining customers. Customer Relationship and Work-flow Management system for small and medium-sized businesses. BinCRM helps you measure the effectiveness of your marketing campaigns, enhance customer satisfaction, enable prompt after-sales service and give you more time to focus on strategies for business growth. It links technology, systems, processes and people to maximize the relations of your organization with your customers. A CRM system enables the easy and fast access of key customer data. With BINCRM such data is transformed as information and used for effective decision making while delivering maximum customer satisfaction. All round increase in productivity and revenue.
    Starting Price: $1,000 one-time payment
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    Botbox

    Botbox

    Botbox

    Botbox is a platform designed for small and medium-sized businesses to help them to onboard customers seamlessly and automate acquisition/retention via the most popular messaging apps. Use smart triggers and easy automation to keep customers updated about your product and services through the most popular messaging apps. Reduce churn by 600% and increase sales with help of pre-built chatbots. Use chatbot templates or build on your own and deploy on Website, Messenger & WhatsApp with one click. Connect to apps you love to boost productivity or use Botbox API to do even more. Easily manage and request new HSM templates, design user opt-ins and manage your WhatsApp notification campaigns without having to rely on the IT department. Reach out to specific segments of your user base with the most relevant information, at the right time. Engage users using automation. Set triggers by analyzing behaviors.
    Starting Price: $49 per month
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    NexJ CRM

    NexJ CRM

    NexJ Systems Inc.

    Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.
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    D&B Connect

    D&B Connect

    Dun & Bradstreet

    Realize the true potential of your first-party data. D&B Connect is a customizable, self-service master data management solution built to scale. Eliminate data silos across the organization and bring all your data together using the D&B Connect family of products. Benchmark, cleanse, and enrich your data using our database of hundreds of millions of records. The result is an interconnected, single source of truth that empowers your teams to make more confident business decisions. Drive growth and reduce risk with data you can trust. With a clean, complete data foundation, your sales and marketing teams can align territories with a full view of account relationships. Reduce internal conflict and confusion over incomplete or bad data. Strengthen segmentation and targeting. Increase personalization and the quality/quantity of marketing-sourced leads. Improve accuracy of reporting and ROI analysis.
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    MYOB CRM
    MYOB CRM is a user-friendly software that empowers businesses to efficiently manage customer relationships. It offers contact management, sales automation, marketing integration, task and calendar management, reporting, and mobile accessibility. Customise it to fit your unique needs and integrate with MYOB's financial software for a comprehensive business solution. With MYOB CRM, enhance customer satisfaction, streamline sales processes, and drive growth, making it an ideal choice for businesses of all sizes. MYOB CRM enables organisations to track lead management, visualise sales opportunities, and execute targeted marketing campaigns. Its robust reporting and analytics provide valuable insights for data-driven decisions. Whether you're a small startup or a well-established enterprise, MYOB CRM is a versatile tool to optimise customer engagement and drive business success.
    Starting Price: $65 per month
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    VipeCloud

    VipeCloud

    VipeCloud

    VipeCloud is an all-in-one sales and marketing customer relationship management (CRM) solution designed to help small to midsize businesses streamline marketing operations and track sales. Key features include lead generation, prioritization, social sharing, multi-channel communication, engagement analytics, and autoresponder. VipeCloud brings with it the support you need to acquire more customers. With email marketing, marketing automation, and a sales CRM all in one easy to use app, you and your team will rapidly accelerate your growth. Empower your sales team to prioritize the hottest leads with workflow automation and lead scoring. Grow your sales with a simple marketing-to-sales hand-off. Rest easy knowing our industry-leading US-based support team has your back every step of the way.
    Starting Price: $20.00/month/user
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    SalesFundaa CRM

    SalesFundaa CRM

    Dial N Search

    CRM stands for “Customer Relationship Management” and it is a software that stores customer contact information like names, addresses, and phone numbers. It is the best customer management software for small business who keep track of customer activity like website visits, phone calls, email, and more. SalesFundaa (CRM) enables the process of tracking and analyzing all of the interactions you have with your customers and prospects. SalesFundaa CRM can store detailed information about your customers and their behaviors and enable targeted marketing, product development, and sales activities. SalesFundaa CRM helps to make your business more efficient. We are the leading name in India that help SME’s to acquire a competitive advantage in a multi-channel customer environment. It is an ideal tool to look into the near future and be predictive of revenue. You need salesfundaa CRM to mitigate the risk and costs of sales turnover. It is considered India’s best Client Management Software.
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    erxes

    erxes

    erxes

    We offer a single solution for sales, marketing, and customer service teams, with a focus on the entire customer experience. Our mission is to provide equal opportunities for growth for all types of businesses and help them achieve greater output. Leverage growth marketing and scale your business with Growth Hacking. Convert your prospects into potential customers with Email & SMS Marketing. Never miss a potential lead by capturing them with customizable Pop-ups & Forms. Drive leads to a successful close with our Kanban-style boards in the Sales Pipeline. Coordinate and manage all your customer interactions in the Contact Management. Identify qualified leads and increase sales effectiveness with Lead Scoring. Stay in sync with your customers and staff through Team Inbox. Connect with your customers in continuous omnichannel with Messenger. Educate both your customers and staff with Knowledge Base.
    Starting Price: $20/month
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    Konnect CRM

    Konnect CRM

    Konnect ERP

    Konnect CRM software enables your marketing, sales, and customer services teams to work together, share information, and manage all their interactions with prospects, leads, and customers. Konnect CRM helps sales teams to win more deals. Many CRMs are not effective because they don’t offer much value to sales teams. But Konnect CRM stands out because it provides excellent features and customer support to help small businesses become more successful. Konnect CRM suits SMEs and small businesses help to them effectively manage their sales processes and win more deals quickly. Konnect CRM Solution that helps to manage the customer relationship covering from pre-sales to post-sales. Konnect CRM enables companies to handle their customers through the life cycle right from acquisition to post-sales support. Some of the unique features of Konnect would allow companies to easily up-sell, cross-sell, and retain their most loyal customers.
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    SalesGrow
    SalesGrow CRM is a fully customizable Customer Relationship Management (CRM) software for managing your customer relations in a better way. SalesGrow CRM software helps to simplify your organization methodology marketing, sales tracking, inventory system and customer support functions in a one software system. SalesGrow CRM is one of the best CRM software which is designed for any industry small, medium or large scale business. A complete enterprise CRM software developed in India. SalesGrow CRM is fully customizable Customer Relationship Management (CRM) software to opt any industry type. SalesGrow CRM software manages your customer relations in a simplified way.
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    Odore

    Odore

    Odore

    Efficiently manage lead generation across numerous platforms in one central hub, collect valuable first-party data, track clear ROI with Odore attribution, and influence purchase decisions using targeted content at the point of sale. Harness campaign and customer data to enhance basket size, stimulate cross-category growth, and boost customer LTV, while personalizing content for each customer to encourage repeat purchases. Engage in organic marketing strategies, fostering brand advocacy through loyalty programs and referrals. Minimize churn with well-timed, relevant communication tailored to customer behaviors and intentions. Seize high-intent customers and maximize opportunities through timely offers for win-backs, abandoned carts, and on-site triggers. Maintain brand prominence by delivering the right content, effectively outshining competitors' initiatives.
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    GoCRM

    GoCRM

    GoCRM

    Boost your sales with marketing automation and state-of-the-art communication tools. GoCRM is the only customer relationship management solution that takes on a full-funnel approach by combining powerful marketing and sales features. This means you get a robust platform that supports scalable business growth, streamlines sales processes, and enhances the overall customer experience. Automatically import leads from hundreds of sources, both online and offline, with all the relevant attribution data such as source, channel, and campaign. With a specialized tool kit that includes call tracking, website tracking, Zapier, and CSV import, you can keep accurate track of all leads and the progress of each. Enjoy the option to distribute leads manually or randomly assign them to your team. With advanced workflows, team members automatically receive and follow up on all leads from their personal VoIP phone or email.
    Starting Price: $39 per user per month
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    Round Robin Distributor
    Round Robin Distributor: Lead Assignment, Case Assignment & Distribution Streamline lead, opportunity, account, and case assignment with Round Robin Distributor. Features include: - Smart Scheduling: Assign based on work schedules, skills, geographies, lead source, and past relationships. - Real-time Assignment: Monitor assignments with the Activity Log. - Efficient Tracking: Out-of-the-box reports, cross-object assignment. - Load Balancing: Evenly distribute work for enhanced team productivity. - Team-Centric: Create dedicated teams for distribution. - Workload Distribution: Prevent overburdening specific team members. - Versatile Reassignment: Flexibility with reassignment options. - Seamless Integration: Integrates with Salesforce queues and marketing automation software. - Insightful Reporting: Custom and standard reports. - Configurable Alerts: Receive notifications via task, email, or both. Simplify workflow and optimize processes with Round Robin Distributor.
    Starting Price: $169/company/month (10 users)
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    Everwin CXM
    Customer relationship management (CRM) is a strategic issue for any service company in order to identify prospects, monitor commercial activity and retain customers. Customer relationship management software is therefore an essential element for knowing your customers and documenting your relationship. Daily life and communication between teams are simpler and more efficient. With Everwin's CRM software, you benefit from clearer customer relationship management and boost your company's business performance. Companies and contacts database with automated imports (interface with Corporama). Management of commercial objectives and commercial reporting.
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    Vecta

    Vecta

    Vecta

    Vecta knows what you need before you do. Using and transforming existing customers and data, Vecta automatically uncovers new opportunities and directly alerts your sales team. No more complicated search queries, ready-to-action facts, figures, and opportunities, instantly. The sales tool that helps boost results and beat targets, Vecta ensures that every individual is fully prepared to be super productive and proactive on every call or visit. The all-in-one portal to store and share customer and sales information across your business. Every member of every team has instant access to a central bank of transaction and contact data. Making your business more profitable and efficient - it's what makes us tick. Software is only ever as good as the development and support teams behind it; take comfort that our experienced and friendly team are specialists in your field. We see your sales potential, now let's help you achieve it!
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    Jobba

    Jobba

    Jobba Trade Technologies

    Jobba’s roofing software is more than just software. It’s a powerful roofing technology platform designed to help commercial roofing contractors and larger community roofers generate new business, build stronger customer relationships, and save valuable time by automating manual processes. Whether it’s for helping sales deliver accurate estimates, keeping service on schedule, multiplying inspections, or providing vital details to the office staff, Jobba’s software is the best roofing technology for contractors that want to streamline manual processes and accelerate growth. Jobba keeps everyone connected during each stage of a project. You and your team members can see job statuses, outstanding items and more – from anywhere, on any device, at any time.
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    Salesdoor

    Salesdoor

    Copilot Provider Support Services

    Salesdoor is a Unique Customer Relationship Management Solution specifically designed for specialty pharmacy, pharmaceuticals and healthcare industry. Having vast practical experience in specialty pharmacy services we exactly know your needs. You need a system that can adopt your unique workflows seamlessly and don’t require complex configurations to get started. Stay connected to your clients with Salesdoor. Manage all communication and marketing using all in one platform. Built in contacts library enables you to reach out to more potential clients and grow rapidly. Salesdoor’s state of the art lead tracking allows you to grow, target and retarget your leads at every stage of your sales funnel. With Salesdoor, you don’t need any other tool for project management, sales, marketing or internal team performance tracking. Salesdoor is specifically designed and build for companies who need to engage physicians and medical staff to sell products and services.
    Starting Price: $45 per user per month
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    MetricsERP

    MetricsERP

    MetricsERP

    MetricsERP is acknowledged as the best ERP software provider in Australia and presents optimal ERP, CRM, and POS solutions for small and medium-sized enterprises. Part of our USP is that we are an innovative, user-friendly, and in-the-moment product, so our ERP software has become the best ERP software in Australia. Australia has strong local connections and knowledge, effectively enabling us to compete against foreign competitors. Our suite is not just software; our suite is more than that; it is an intention to generate transformative growth and efficiency through the use of the latest technology. We are focused on establishing relationships with our customers, on which we provide them with long-term support and customization of the systems according to their changing demands in the industries. A client-focused basis is the foundation of our achievements, thus providing business clients with an arsenal of tools to enable them to thrive and be successful.
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    StarterCRM

    StarterCRM

    Lodestar Technology Labs

    Easily manage & control your leads and sales pipeline with our all-in-one CRM! Increase revenue by taking control of your sales pipeline. Build and strengthen client relationships by tracking crucial customer data. Improve team collaboration by assigning tasks, tracking issues, and more. Access your data securely anywhere, anytime with our cloud-based service. Build better client relationships. Improve team collaboration. Handle customer issues more efficiently. Store and organize crucial customer data more effectively. Increase revenue and profitability by improving your sales pipeline. Save money and time versus more complicated, expensive CRM platforms that give you a bunch of features you don’t need. StarterCRM is designed for the small business owner and startup entrepreneur who wants simplicity, performance, and an intuitive interface for one low monthly cost!
    Starting Price: $24.95 per month
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    Commence

    Commence

    Commence

    Commence, a cloud-based customer relationship management (CRM) software, is ideal for small to mid-size businesses. With Commence, users are able to manage communication with existing and potential customers. Commence features include lead management, marketing automation, customer portal, help desk functionality, reporting, and project management. Commence features marketing automation that allows users to launch targeted campaigns with a customizable budget.
    Starting Price: $29.00/month/user
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    Rsoft CRM

    Rsoft CRM

    Rsoft Technologies

    RSoft World-Class CRM Software (Customer Relationship Management) solution has been helping all kinds of small and medium businesses to organize, automate and improve their business. Our 15+ years of experience in Sales and Marketing. RSoft makes your business run transparently and intelligently which projects your brand image and win your customer's satisfaction. RSoft is way ahead of other CRM's with its new generation features. Our CRM Software can be used by all businesses including Real Estate, Educational institutes, Healthcare, Banking & Financial, the Automobile industry, Manufacturing Industry, Travel agencies, etc. Moreover, it is a zero-cost software that you can immediately use to jumpstart your CRM campaign and strategy.
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    CentralStationCRM
    CentralStationCRM offers simple and smart CRM software for small and medium-sized businesses. All address and customer data at a glance. Including emails, notes, to-dos and appointments. Numerous filter functions help to optimally prepare your customer data for sales and marketing. Transparent overview of all activities including notification function. So all colleagues are up to date. Sales planning, reminders and task lists ensure efficient control. Clear functions and an intuitive design reduce the training time to a minimum. We have radically eliminated complicated processes and features that only large companies need. Browser-based and can be used with any internet-enabled device, including mobile. No installation necessary. Filter your contacts with one click based on self-created categories.
    Starting Price: €18 per month
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    Intapp DealCloud
    Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud.
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    Rolldog

    Rolldog

    Rolldog

    Rolldog is a Customer Relationship Management (CRM) solution, with the perks of Sales Enablement all rolled into one. Rolldog helps companies manage their business relationships, increase revenue, and boost sales & marketing effectiveness. Managing business relationships and interactions through account details, relationships, activities, integrations and documents is part of our foundation. It is Rolldog’s ability to help qualify and manage opportunities from lead to close that really sets us apart. Rolldog has an objective approach to how Lead and Opportunity Management should be handled. With Rolldog, we can control the settings to configure the criteria in which leads are qualified and ranked, specifically to your sales process. Being able to adapt to virtually any sales methodology / process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals.
    Starting Price: $39 per user per month
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    QuickDesk

    QuickDesk

    QuickDesk

    Equipping your sales and marketing team with the right digital tools and digital solutions to help them close more sales effectively. Enabling you to focus on strengthening your customer's experience and spend less time on pre-sales and after-sales activities. Empowering you to drive revenue growth without having to hire more salespeople to generate sales for you. We have seen how technology has transformed the way people buy, and also the way people sell. We help you train your sales team with proven frameworks and solutions to “fish” for more sales in this digital era. With the right strategy, it's time to equip your business and sales team with the right digital tools to drive sales. We provide a seamless sales and marketing solution that can be integrated with other digital applications that you use. Like any good fisherman, you will need the right fishing rod to meet your unique sales and marketing needs.
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    Corefactors AI CRM
    Corefactors AI CRM is a RevOps enabled CRM to help business break silos between teams and automate revenue operations that includes Sales, Marketing, Support and Success. Key Features include lead management, Inbuilt cloud telephony, Marketing Automation across multiple channels, Pipeline Management, Robust Ticketing system, Task Management and AI Powered alert/triggers and Customized Reports to help make informed decisions efficiently and grow faster. Sales Box is cloud based RevOps-enabled Sales CRM powered with AI, crafted to help business automate sales processes. Now manage leads efficiently and effortlessly at scale without missing any opportunities. Powerful dashboards with AI-based predictive lead scoring to help sales team prioritize and predict future sales.
    Starting Price: $20 per user per month
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    INES CRM
    Manage your existing clients and prospects in an efficient way. Optimize your relationship with them and centralize every interaction. Boost growth by selling more! Manage leads and opportunities, develop and send quotations. Automate your marketing actions, create campaigns, manage qualified leads and align your sales and marketing efforts. Create projects from customized models, plan your calendar and your GANTT. Manage your resources set up time management and get activity reports. Monitor your sales, purchases and stock, control your cash flow and get commercial strategy performance indicators.
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    Apptrop CRM
    Apptrop CRM is a cutting-edge solution designed to elevate your customer relationship management strategies. With a user-friendly interface and powerful features, Apptrop CRM empowers businesses to streamline processes, track leads effectively, and deliver exceptional customer experiences. From personalized interactions to automated workflows, Apptrop CRM helps businesses of all sizes boost sales, improve efficiency, and foster long-term customer relationships. Whether you're a startup or an established enterprise, Apptrop CRM is your key to optimizing customer interactions and driving business growth.
    Starting Price: $0
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    Clevenio

    Clevenio

    Clevenio

    Clevenio helps you build relationships and get more sales with the help of multi-channel outreach, automated follow-ups and real time analytics. Reach prospects in the channels they are most active in and get statistics on what channels work for different market segments. Make sure your sales reps follow-up potential customers by automating the follow-ups. Build automated sales machine, that makes sure you don’t miss the buying window from your target customers. Eliminate guesswork and get analytics on what messaging, cadences and channels actually work for different market segments. Segment your outreach Segment your potential customers to different segments and build different sales cadences for different target segments.
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    ORLIG CRM
    Gamification applies game mechanics into daily tasks and activities to drive employee and customer behaviors. ORLIG CRM provides you the ability to use the power of Gamification to overcome work challenges, resulting in motivated and engaged employees and customers, increased productivity, improved sales, and enhanced customer experience. Reaching the right target audiences with the right marketing message will generate leads that can be converted to sales. This will generate great numbers for your business! With ORLIG CRM, you can segment and profile your existing customers, thereby maximizing the potential from each customer interaction. Good customer service, especially customer enquiries and post-sales services, means great customer relationships. ORLIG CRM allows you to manage all your customer interactions in a single platform, providing your employees access to quick-action information, thereby improving efficiency in resolving customer issues before they even happen!
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    Leadscore

    Leadscore

    Interact.io Cloud Solutions

    From early stage lead qualification to closing million-dollar deals - Leadscore is the perfect sales tool for your growing business. Don't let marketing intimidate you. Leadscore makes it simple to reach more of your customers with the perfect message every time. Customization is our specialty. Let Leadscore help you build the perfect CRM to fit your small business' constantly evolving needs. We use visual pipelines throughout Leadscore to create an intuitive and consistent user experience over the entire platform. With deals, lists, and even tasks presentable in a pipeline view you will always be working in a consistent manner on Leadscore. Craft personalized email campaigns to send over Leadscore. Stay informed with real-time notifications for email opens, link clicks, and even more.
    Starting Price: $8 per user per month
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    SutiCRM

    SutiCRM

    SutiSoft

    SutiCRM is a SaaS-based customer relationship management solution that streamlines your marketing and sales activities. Launch campaigns, manage leads, opportunities and forecasts while reaching your target audience. The centralized, easy to use, and mobile-friendly cloud CRM software provides insight into your company’s marketing and sales activities and helps you close deals more effectively. SutiCRM streamlines your range of marketing activities and helps you reach your targeted audience through effective campaigns, lead generation, targeted mass emails, and facilitating assignments to the right sales people. SutiCRM Sales Force Automation (SFA) automates business tasks from lead generation to sales forecasting. SutiCRM modules include lead, contact, opportunity, and territory management. These help you collaborate and be well integrated with your team helping you achieve your sales targets.
    Starting Price: $5.95 per month
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    CentraHub CRM

    CentraHub CRM

    CentraHub

    #1 Custom CRM Software for Businesses. Boost your Growth by Automating Sales, Marketing and Service. Sales force automation tools to track, monitor and manage pipeline. Close more customers efficiently. Marketing automation platform for converting leads to sales with campaigns, email and more. Customer service platform for ticket management with SLA's across assets and service classes. Automate sales and lease of real estate assets intelligently with site visits, reservations bookings and possession. Reduce cost & equipment downtime while increasing team productivity with enterprise facilities & asset management. Dealership Management System (DMS) for simplified automotive inventory, marketing, sales and service management. Automate asset lifecycle across procurement, inventory tracking, transfers, maintenance and retirement of assets. Manage customers effectively with smart analytics for profiling, loyalty, trend analysis and order fulfillment.
    Starting Price: $10 per user per month
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    EliteDealers

    EliteDealers

    Elite Dynamics

    Complete management of your customer service department from engineer service tickets to customer portal management. Support your sales function from initial lead through to appointment, and beyond. Easily transform your customer relationships and significantly reduce your administration time. Easily access the data and information you need, whenever you need it to achieve objectives & goals and support business growth. Easily fully manage the quote, order & invoice process within your holiday home dealership. Allocate your engineers’ workloads and have full visibility whilst empowering your team to complete jobs, re-allocate or upload photos where required from any device, even whilst offline.
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    Soft1 Cloud CRM
    Soft1 Cloud CRM Series 5 is an all-in-one, software as a service solution that assists your business people establish closer connections with your customers, provide professional customer service, sell more and grow your business further. Soft1 CRM Series 5 provides your business with the edge to gain visibility into the most accurate customer information and better understand your client’s behavior. Featuring real-time functionality, Soft1 CRM Series 5 enables your people to connect and strengthen existing relationships as well as create new sales opportunities from anywhere, using any mobile device. Operating on the Microsoft Windows Azure platform, Soft1 CRM Series 5 helps your business reduce its operational costs while your sales people sell more, your managers know more and your customers enjoy amazing services. Bring your customers' information in one place and execute every part of the customer experience, from marketing, sales, support and service.
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    Cloodo WhatsApp CRM
    Cloodo WhatsApp CRM is an all-in-one platform designed to elevate business efficiency, simplify operations, and create superior customer experiences. Some of main features include: 1. Customer Interaction: Helps manage customer conversations and provide great service. 2. Sales Enhancement: Finds and guides new customers using their data. 3. Cross-selling and Upselling: Suggests products based on customer preferences to increase sales. 4. Customer Engagement: Provides a platform for easy communication with customers. 5. Team Communication: Provides useful customer insights for better planning. 6. Communication Center: Manages customer interactions and support in one place. 7. Contact Import: Automatically adds new contacts. In short, Cloodo WhatsApp CRM uses WhatsApp to improve customer relationships and increase sales.
    Starting Price: $12
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    Cerrebro

    Cerrebro

    ND Microsystems

    Cerrebro is a cloud-based CRM system that redefines how customers, leads, marketing managers and sales executives can be connected to each other seamlessly. Our CRM objectives are higher percentage of lead converts and customer growth & retention. These objectives are materialized by building a feature strong, dynamic and user friendly CRM system with a heavy focus on emerging technologies. Field Force Management module ensures that your on field team remained connected to the CRM system by the use of a simple mobile app, reducing their dependence on the back office team. This streamlines field team management and reporting. Every client is different and have their own specified needs and requirements. We build these requirements on the existing standard framework to result in a high quality product specific to the client. Our expertise is in ERP technology, customized business solutions and mobile based business applications.
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    VeriTouch

    VeriTouch

    VeriPark

    Serve, solve and sell with VeriTouch. VeriTouch is a vertical Customer Engagement (CRM) solution built o​n top of Microsoft Dynamics 365, optimized with industry best practices that enable financial institutions to place customer relationship management at the core of their digital transformation journey. ​VeriTouch consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently; streamlined and tailored solutions to solve customer's concerns and address their needs; recommendations and guided selling tools to deliver relevant and differentiated offers to customers. Benefits of VeriTouch; Improve Data Quality, Reduce, TAT & Cost of Servicing, Improve Cross-sell Ratio, Provide Single View of Customer, Improve Sales Team Efficiency, Reduce Cost of Client Acquisition, Improve Marketing Efficiency, Improve Customer Experience.