Alternatives to Capitán CRM
Compare Capitán CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Capitán CRM in 2026. Compare features, ratings, user reviews, pricing, and more from Capitán CRM competitors and alternatives in order to make an informed decision for your business.
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1
CheckMarket
CheckMarket
Enterprise survey software with users in 150 countries. Conduct insightful surveys and gain actionable feedback! Monitor customer experience (CX), employee experience (EX) and engagement. Close the loop with shareable reports, dashboards, alerts and follow-up tools like text analysis, benchmarks, dynamic text,.. Collecting data is just the first step. The real value lies in the efficiency of reporting. We provide you with real-time reporting so you can spot trends earlier, and get the information deep into your organization in order to improve processes. After you are done building an insightful report, share it with others. Create different share links, each with different filters, depending on what you want viewers to see all based on your own operational data, hierarchy and organization. Integrate with Slack, Zendesk, API, CRM & more. Includes unlimited users and works in 49 languages. Clients include L'Oreal, Toyota, Allegiance Bank, Sony, the Government of Canada,...Starting Price: $995 per year -
2
Leap
Leap
With Leap CRM and Leap SalesPro, our two signature software products, you can supercharge your organization with a digital process that reflects how your home improvement business sells and works. Leap helps you efficiently manage every lead, schedule every appointment, and create error-free estimates. You can also get accurate measurements, order materials, schedule your production, manage subcontractors and complete each job on schedule. When it’s time to complete the job, you can produce actionable reports, maintain your margins, and collect payments with simple online invoicing and payment processing. Leap also integrates with many of the industry-leading tools you already use, such as Quickbooks, CompanyCam, Angi, EagleView, and SRS Roof Hub. Plus, you can optimize your entire operations and access Leap’s industry-leading software on the go, whether you’re in the office, in the field, or at home on desktop, tablet, or mobile device.Starting Price: $79/month -
3
Top Producer CRM
Top Producer Systems
The new Top Producer CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. A real estate CRM needs more than just contact management, Top Producer includes features like MLS data, email, websites, text, intelligent insights, and automated marketing to keep you top of mind. Aside from dozens of integrations helping you maximize your day, Top Producer offers a library of expertly written conversion campaigns, transaction workflows, situational templates and more. Stay close to contacts with an impressive 360 view while the CRM uses social media insights to update your contact profiles with the latest photos, interests, jobs and locations. Keep viewings organized MLS Property Insights that track each client’s listings shown, viewed, interested in, or inquired on. Simplify your process with dynamic workflows - action plans for new leads to closed transaction that update as tasks complete, minds change or dates.Starting Price: $109/month/user -
4
ProTracker Advantage
ProTracker Software
ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.Starting Price: $895/user/year/1,000 RMDs -
5
Anyone Home CRM
Anyone Home
Designed specifically for single & multi-family operators, Anyone Home’s CRM helps you manage your prospects and residents efficiently. Automated communication, activities from your leasing agents, and easy to read views of your sales & marketing efforts in a single platform. Receive instant insight into marketing and agent performance. Track where your dollars are going and identify where optimization may be needed. See where your top performers excel to produce consistent results across your entire team. Easily address common prospect questions and resident needs with a single click. From unit features and availability to service reminders, save time with templated messages sent directly from Anyone Home CRM. Always know what’s next. Daily and upcoming reminders queue up the next automated or personal activity required. Customize attributes to each customer by their leasing status and personal preferences. -
6
Chromosis CRM
Chromosis Technologies
Have multiple clients? Things getting out of hand? Do you want to provide the best possible service to each and every client, every time they engage with your organization? Do individuals in your organization have the right tools to perform and achieve the targets? Chromosis CRM software helps you to do just that. Chromosis CRM is tailored according to your organizational needs to offer the tools you need to know everything about your clients, insights of your organization and empower every individual in your organization to deliver consistently and deliver high value customer experiences. Track leads, Convert leads, Retains your customers, get complete visibility of Sales & Marketing in a structured way. Create lead database, get a view of all potentials, reminders of all follow ups. Get reminders from your calendar and track lead communication history. Automatic update database of all leads based on status and convert more leads by timely follow ups. -
7
oClient
GETREVE
We help entrepreneurs to improve their sales with great client management. We offer a powerful tool with a unique pricing plan "Pay as you want". Collect all the client data you need. Add custom fields, groups, and tags, import and export documents. Make your account management easy and simple. Increase the number of your appointments and improve their quality. Use reminders to help you keep track of your clients and appointments. Share the calendar with your peers. Improve your account management by adding contracts, offers, files, tasks, and assets. Feel free to use the customer support system if your clients' have issues.Starting Price: $1 -
8
LeadTrac
National Data Systems
If your current software solution is not optimized to allow you to easily manage your data, financial transactions and client communication, let's talk! Your business works with data. Optimize how it's managed. Enjoy the flexibility of having customized field sets to organize data and streamline intake, enrollments, and sales with LeadTrac™. Utilize powerful, configurable workflows by department to keep employees, tasks and client relationships on track.Starting Price: $39.95 per user per month -
9
SCRMpro
Sphinx Worldbiz
Sphinx’s indigenous CRM software, the SCRMpro, is tailored to the needs of SMEs and multinational corporations. The SCRMpro system enables business enterprises to manage their critical customer-related processes such as acquisition & retention and gaining customer insights and improving customer loyalty. Our SCRMpro uses different types of customer-focused strategies to meet client-specific requirements of managing processes such as sales, leads management and channel management. Our customer-centrist solutions assist clients in driving growth, maintaining competitiveness, and attaining operational excellence. The CRM software is capable of scaling up to each client’s requirement and can manage different aspects of a business such as lead capturing and allocation, data warehousing, sales tracking, asset management, and reports generation. Our custom CRM software solutions have consistently helped improve our clients’ customer response time. -
10
Evolv Al
Evolv Al
Evolv Al powers intelligent experiences that enable organizations to learn valuable insights from every session and improve conversions continuously. Easy to implement and integrate with any tech stack, Evolv AI produces exponential results. Our AI-powered platform uses innovative tools to scale the number of experiences delivered, automate the process of identifying the best experiences across the customer journey, and personalize each visitor’s sessions. Utilizing a proprietary machine learning engine and client visitor data, Evolv AI delivers on digital growth goals at a velocity that takes conversion optimization and personalization to an entirely new level. Why just A/B test when you can Evolv?Starting Price: $0/Year -
11
Salesteer
Devua
A cloud based CRM software designed to make your work and your team's work simpler and more efficient. With team management tools, you always have an overview of all activities. The all-in-one solution to manage communication with contacts interested in your services and products. Collect in a single list all the opportunities generated by the various sources of access to your business. The task management tool that helps you organize your projects. With just one click, you can switch from the general list to the individual Opportunity. In each tab, you will find detailed information and you can manage all the work to be done: make an offer, assign tasks, upload attachments, and track the entire history of negotiations with potential customers.Starting Price: €7.08 per user per month -
12
MergeWare CRM
J&J Technology Consulting
Manage client information with a simple-to-use interface. Maintain client/vendor history, from phone calls/emails to any action performed. Track incoming or outgoing payments, as well as create invoices! Have reports available such as Aging in/out, Invoices, Client History, plus any customized report that you may need, all the while keeping it organized to each client. Additionally, an Insurance Module is available to track QuickQuotes by the client and be able to instantaneously reproduce them by linking to your existing or customized QuickQuote. As well, this can interface with existing TIFA applications or any other. -
13
NOWTIS
Deewigo
Evolving ERP for your customer relations, the Nowtis Suite is designed to produce and monitor all your campaigns. Manager of all types of campaigns, the Nowtis Suite will allow you to easily connect your contact center to other software tools in your company. Multi-site, multi-campaign, multi-channel and multi-advertiser manager, you can centralize all your actions with your prospects or customers. Manage your mass mailings by fax, email or SMS to send whenever you want. Complete statistics: erroneous emails or faxes or cell phone numbers, open rate, read rate and click rate. Integrate customer and/or prospect files, and launch checkouts: manually or automatically, in creation or update mode, in CSV or Excel formats. Automatic integration of data files by email, FTP or web service, or manually in real-time. Manual extracts in real-time and/or automatic by FTP or email, according to your parameters and your fully configurable extraction masks. -
14
Altitude CRM
Altitude CRM
Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.Starting Price: $79/user/month -
15
Rannkly
Rannkly
Rannkly is an AI-driven software that can manage and enhance online reputation and social media platforms of the business at a single dashboard. It helps to manage, monitor, respond and generate reviews and ratings of the business to leverage their brand. It helps to automate the responses with time-efficient technology. User can also schedule and publish social media posts on all the platforms in a single click. Along with all these features, The all-in-one QR code gives the opportunity to both customer as well as organization to engage with each other with better technological tools. The customer can check the organization's services easily whereas organization can collect and organize customer data efficiently. Customer can check menus, offers and various coupons of the organization whereas organization can manage the customer database easily through a single scan of WhatsApp. Enhance the public engagement with your organization by accepting payments through QR code and connectingStarting Price: $9 per month -
16
Lead Force
Lead Force
Lead force helps you to develop, manage and get on time insights into your sales & marketing activities. Lead force analytics reports your sales trends and marketing and let you precisely forecast your future sales, and help you measure the contribution of each sales manager. Lead force CRM reports show you top clients, provide comparisons and calculate your advertising ROI. Get more targeted leads for the sales. Personalize, track and convert leads into potential clients with the Lead Force sales automation tools. Get more targeted leads for the sales. Personalize, track and convert leads into potential clients with the Lead Force sales automation tools. Reduce the tedious process of collecting leads manually, Instead Automate sales & Generate Leads by deploying Lead Force CRM tools.Starting Price: $2.67 per month -
17
Cairo Web Design CRM
Cairo Web Design
The CRM Software provides a platform to organize and track interaction with potential or existing clients, partners, agents and other contacts. Our CRM Software forms a contact base where the interaction and the history of contacts are managed and stored. All new events (calls, messages, meetings) connected with a contact or company are easily logged and further interaction can be planned, including by using integrated tasks. Using your own domain name for your social intranet, Managing meetings, briefings and other events that constantly take place in your company. Tracking working hours and time spent by users on individual tasks and projects is mission-critical Our CRM software provides a significant investment which is highly considered with regards to your unique business needs and operations rather than your potential or existing clients.Starting Price: $99 per year -
18
Gauss Box CRM & Sales
Gauss
Gauss Box is an innovative cloud platform that harnesses the power of advanced AI technology to revolutionize and optimize business processes. You can seamlessly manage day-to-day operations, strategically plan for success, and leverage intelligent workflow processes and comprehensive analytics. Gauss Box CRM & Sales business solution is a comprehensive tool for planning, executing, and tracking sales activities within your organization. Boosting your sales requires a comprehensive understanding and management of the entire sales process. By taking full control of your potential customer database, you can better tailor your marketing strategies and engagement tactics. Generating leads and identifying new sales opportunities becomes streamlined, ensuring no potential client slips through the cracks. Regular monitoring of client communication not only enhances customer relations but also ensures that their needs and concerns are promptly addressed.Starting Price: €24.99 -
19
ReCards
ReCards
Digitizing your business starts with the new contact methods. Trust-worthy contactless business cards. Send personalized name card URL to your client via email, SMS, WhatsApp, Twitter, etc. Send your name card URL in online meetings via Zoom, Google Meet, Skype, etc. Show the QR Code to your client, they can scan and collect your e-card immediately. Customized website for showing contact information of your employees. A single system supports multiple organizations. Each organization can customize its branding and data. Our software deploys on your server without extra charge, you own your data. Responsive, always looks good. QR Code for quick scan and share. 1 click to add to contacts, call, send emails and show maps. Custom URL for each employee (e.g. CEO, CTO, john-doe, etc.) Your name card, your domain. No search engine indexing, protect your information. Page view statistic for each card created. -
20
Vendasta
Vendasta
Vendasta is a rebrandable, end-to-end platform for companies who sell digital solutions to SMBs. Publishers, agencies, broadcasters, financial institutions, telcos, ISVs, MSPs, and other SMB-serving businesses are able to streamline their go-to market process, sell more products to more clients, and unlock recurring monthly revenue. The platform supports dozens of digital marketing and business productivity tools with marketing automation, a robust CRM, and a client-facing portal - all under a single login. Build on the Vendasta Platform to produce a customized experience for your business needs. -
21
NO-CODE CRM
No-Code Systems
NO-CODE CRM is a cloud based configurable CRM with website and client/vendor portals. Our CRM is very configurable and flexible. You can customize it to your specific Business Processes. We can configure a custom CRM based on your exact needs. We have a lot of built in tools that can be used as soon as you open an account. And we will help you customize the functionality, reports and experience based on your unique CRM needs. Some of the key functionality include: Database of clients Email and SMS communications with clients Tracking client activity Making notes Scheduling appointments and follow ups Design and host website in the same place as CRM Invoice clients Allow clients to pay online by credit card Online estimates, quotes and orders for clients Online inventory management with online store and shopping cart Online HelpDesk for clients Online advertisementStarting Price: $50/user/month -
22
WETHOD
Wethod
Start from the beginning. Collect all of the opportunities in your sales/projects pipeline. It includes all of the key information you need: account manager, pricing, length and sale probability. Create your project, do your budget, and begin! Client's dashboard, revenue target and sales performance. Update client's details, set revenue target for each client and track sales performance. Discover the trend on why you lose and win projects. Add. Set. Revise. Go. List all the resources you think that you will need for your project divided into areas and tasks. Update your budget and keep the multiple versions in history. Resources, production and milestones. Start planning the workdays according to the budget. Planning and budget are always consistent in wethod. Planning production and setting milestones in a shared environment improves team work efficiency and helps to keep everything organized.Starting Price: $13.90 per user, per month -
23
eWebLife
eWebLife
At the core of eWebLife is our People Relationship Manager or PRM, a suite of web based tools to help organizations manage their clients, prospects, members, employees, volunteers, mentors, contacts, etc. eWebLife provides a single system to consolidate your technology needs including sales lead tracking, invoicing, donation management, event registration and payment, membership management, communications and more. eWebLife offers both custom and template websites that can be fully integrated with eWebLife's People Relationship Manager and eConnectLife and other services. With a fully integrated solution, you will have access to your website contacts to help you grow. eWebLife has solutions that will enable for profit & not for profit organizations to consolidate their technology & grow their organization. -
24
BrokerIQ
TradeCore
The CRM tool specifically designed for finance, allowing you to acquire, convert, retain and monetize. Keep track of leads, and easily onboard clients. Thorough client overview allows for actionable communication. Make your KYC checks quick & easy. Leading eKYC providers are natively integrated. BrokerIQ’s KYC-based client statuses allow for effortless management and clear overview. Access fully logged KYC and document checks through exportable, dedicated reports. BrokerIQ supports integrations with all major PSPs. You get to pick who will be processing your payments. All transactions, internal and external, are recorded in BrokerIQ, giving you a complete picture of your business. Automate bonuses based on flexible client segment configurations, and bonus amounts, fixed, or percentage based with limits. BrokerIQ is integrated with industry-leading trading platforms. Keep the platforms you have, and easily expand to new ones. -
25
GCors CRM
DESHODES
Our Customer Relationship Management (CRM) will satisfy all your business needs. The customization options are great and allow you to use the full potential of our CRM solution in the right way. Simple interface, unify UI. We create our CRM with an intuitive interface which you can master in one day. Our knowledge base will help you to start using CRM even faster. All your activities will be visible in Calendar module with their respective statuses. You have Projects, Offers, Invoices, Products,Price lists on your disposal. You can use a ticketing system for improving communication with your clients or inside the company as well. Use our chat widget on multiple websites. Set triggers, active time and agents. Track visitors statistics on websites. Your agents will serve visitors directly from CRM. Comprehensive CRM reports module. You can send every report over email with a single click.Starting Price: $24.76 per user per month -
26
SprinxCRM
Sprinx Systems
Learn who are your clients. Improve your processes to keep your existing customers, understand their needs and increase their satisfaction. Try out our system solution for your business. Our joint aim will be your satisfied customer. An exceptionally effective tool to manage sales and marketing agendas. Grow your business, establish truly effective marketing campaign strategies, and plan for future opportunities. Centralize your intra-business operations. Organization of customers in similar groups suitable for reaching. Use your CRM simply for targeting your marketing. No applications! Get all information easily in your web browser. One place for data management, one storage location and fewer problems with GDRP. An acquisition sales representative is interested in different information than an account manager. Adapt CRM to your employees! Instant view of the sales team’s performance thanks to a well-organized map reporting.Starting Price: $7 per month -
27
PiERP
PiERP
PiERP cloud ERP software is designed to excel in overcoming business challenges by fusing IT potential with measurable results and achievements. Our holistic strategy enables swift navigation through obstacles, igniting your enterprise's cloud potential. Experience unparalleled efficiency, improved collaboration, enhanced security, and increased productivity with PiERP. Our ERP solution offers rapid deployment, ensuring seamless implementation within just 30 days. It integrates various business processes and functions into a unified system, providing a highly scalable platform that grows alongside your business. With flexible configuration options, PiERP tailors the ERP system to meet your specific needs. PiERP is robust and secure, seamlessly integrating various APIs and third-party software. It features highly adaptable and configurable workflow automation, facilitating adjustments as your organization expands. -
28
DailyStory
DailyStory
DailyStory, a digital marketing automation platform, brings together all the tools you need to build, manage, automate and measure effective digital marketing campaigns in a simple and easy-to-use experience. DailyStory also integrates with a variety of popular platforms from Telligent Community, Salesforce, Mindbody and more. And supports Zapier for integrating with virtually any software platform. Emails built in the DailyStory designer are automatically optimized for both desktop and mobile. Because, with more emails read on mobile devices it’s important your emails look great on mobile. We also optimize for all the major email clients such as Outlook and Gmail (to name a few). DailyStory’s reports provide insight to review delivery, emails sent, clicks opens, opt-outs, bounces and more. All reports support exporting your data to Excel or Google Sheets as a comma-separated value (CSV) file.Starting Price: Free -
29
BizPlanBuilder
Business Power Tools
If you're here to produce a convincing business plan you can actually use, let's make sure it does everything you need. BizPlanBuilder® creates a detailed strategic business plan for "lean" growth and, if or when you need it, a credible and compelling investor pitch to raise capital on the best terms. BizPlanBuilder helps you write a professional business plan for your project quickly and efficiently. Its organized system of pre-scripted sample business plan templates in Microsoft® Word, flexible Excel financial models, and PowerPoint presentation ("pitch" deck) can be accessed online where you can collaborate with your team and advisors. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It’s the fastest and easiest way of turning your ideas into an investment-grade business plan and a successful company.Starting Price: $27/month -
30
TimeManager
Atlantic Associates
The features in this time and billing software application will be able to provide your firm with a fast and efficient way to stay organized. TimeManager time billing software allows for hourly, flat fee, and percent finished billing, ensuring the most convenient way to track your time. TimeManager provides an easier way to stay informed of your firm’s performance with its reports feature. This application produces reports on individual performance, as well as on total firm billing by matter, department, workgroup, etc. It also produces aged accounts receivables, productivity reports, client history reports, time analysis reports, overhead and budget reports, and user-customizable reports. TimeManager has great security features as well. The application comes with a multi-level password protection system so that users see only what they need to see, and other features are made easy with just a click of a button. -
31
SOMTAB
SOM
The experience your clients have every time they come into contact with your organization, especially during "moments of truth", nourishes the feeling they have for you. Active listening at all stages of the customer journey paves the way to a deep understanding of your customers' needs and an unparalleled ability to react. Without a doubt, measuring the customer experience is the first pillar in implementing successful business strategies. It is common knowledge that a loyal customer is first and foremost a satisfied customer. We help organizations at all stages of project implementation, from design to the interpretation of results. Complete design of customer survey methodology or customer voice program. Ongoing data collection from the target audience. Designing reports and dashboards to support action at all levels of the organization. Implementation of a feedback loop strategy/post-survey follow-up with clients (strategy design, manager training, etc.)Starting Price: $2000 per year -
32
Questback
Questback
20 years of experience built into a survey platform that will help you make smarter decisions. Insights from your customers and employees have the power to make your organization smarter. Yearly engagement surveys, pulse and talent management with more. Develop your product or team with NPS-tracker, sales pulse or customer journey. Templates, access to panels and the know-how to make your market talk. Easily design beautiful surveys in line with your brand. More than 35 ready-made and tested templates available. Choose from a wide selection of question types. Distribute your survey via email, QR-code, link or SMS. Trigger sendouts from other systems with our API. Ensure a high response rate with our proven methods. Customize how you present your data and export to ppt, excel or other. Share live reports with colleagues to turn insight into action. Use our default or build your own custom reports. -
33
PMAM CRM
PMAM
Enhance customer loyalty and business profitability with optimal customer experience through transparent communication. You want your sales teams to concentrate on sales, revenue, right deals and they should spend less time on administrative tasks. To be able to sell more, they need faster access to accurate customer data, information about customer needs and customer history. PM AM CRM empowers your sales teams to produce more revenue by aptly targeting new as well as existing customers at the right time with right solution with complete information about the customers at their fingertips. PM AM CRM lets you manage and track your various marketing elements effectively. This will help you make informed decision about choosing right marketing medium at right time. PM AM CRM helps maintain consolidated and easily accessible information about customer interactions across departments.Starting Price: $10 per month -
34
HarrisData CRM
HarrisData
HarrisData Offers Three CRM Modules. CustomerFirst® provides the support, help desk and quality tracking functionalities required to empower each department within your organization to maintain customer information and to view it in the context of their particular function. The solution manages the flow of work through the organization from the time a request or issue is reported, until it is completed or resolved. SalesFirst® is designed to help companies manage their sales organizations, prospects and customers. A significant tool for the salesperson, SalesFirst® captures all historical and critical data about the prospect. Competitive information can be compiled and tracked to assist in determining the best sales approach given the competition. WebFirst® is where the customer can access, update and create support incidents online 24/7/365. This extension of our CRM solutions will also allow you to download software updates from the web whenever you need them. -
35
InSimplify
InSimplify
InSimplify is a leading-edge cloud-based software system that integrates every stage of the Home Building process. With the end-to-end solution, it provides a single system to handle every stage from sales, online quotes, online color selection, customer portal, document management, and construction stages to handover and maintenance. Website, marketing templates, iBuildNew, and assign them automatically to the right sales executives. Never lose a lead, set up the right follow-up strategy so every lead is followed up on time by sales executives. Easily import your client information and also export to excel for marketing purposes. -
36
Rollio
Rollio
Prompt & populate the fields that drive business initiatives. Give 100+ hours back to each rep to spend in client-facing meetings, calls, and activities. Allow admins & developers to focus on infrastructure, not temporary fixes to simplify the experience. Embed your best process into the hands of all your producers. Customer interactions are one of the most valuable assets for a business and need to be treated with utmost care. Rollio is SOC2 Type 2 compliant, built on Heroku (owned by Salesforce.com) and passed the Salesforce Security Review. -
37
Insureio
Insureio Technologies
Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.Starting Price: $25 per month -
38
BuddyCRM
BuddyCRM
Deliver tailored sales experiences with in-depth contact and account management. Target your marketing. Create native HTML emails and email to specific customer segments. From lead to opportunity through to quote and close, track your deals with the sales pipeline. Automate your repetitive tasks from setting call reminders, emails, and tasks, to sending brochures and adding leads. Report on everything stored in your CRM. From activities, leads, and tasks through to sales and accounting information. Quote your client straight after your meeting with the built-in quoting system. Store your product details and photos and produce quick presentations of the products you want them to see. -
39
StaffNet
StaffNet Scheduling Software
Through StaffNet’s portal, you can create schedules in minutes, receive updates from jobs from your remote teams in realtime, collaborate with your team by tracking ongoing projects & deadlines, produce reports and so much more. Ditch the paper, files and filing cabinet, and keep your employees files safely stored online in our secure cloud-based system. Work smart, not hard. This intuitive feature allows you to keep track of all the different inventories you have in various locations. Welcome to the first flat-rate scheduling and workflow management tool. Save 5+ hours a week with our simplified automations and workflows to manage your day-to-day operations.Starting Price: $1.99 per month -
40
Zoniz
Zoniz
Personalize content and produce real life engagement. Guide your audience and make your content memorable. Zoniz helps you create interaction and engagement through proximity technology. Our creative solution is just what you need to deliver your content at the right place, to the right audience. Public institutions and organizations can build a relationship with citizens and tourists using Zoniz proximity technology. Our mobile engagement app helps municipalities reach people easier and stay connected for a long period of time. -
41
OfficeClip Contact Management
OfficeClip
OfficeClip all-in-one solution will help you to manage all your work without investing in multiple apps. OfficeClip CRM lets you track leads, create campaigns, create invoices, manage documents, schedule appointments, and much more. The reporting feature will provide you with all the detailed analysis and help to identify the areas of strength and weakness. The Contact Manager can help store detailed information that will help build your clients' profiles and convert your prospects into leads. It also has functionalities like marketing automation, web forms, and call list, which will increase the engagement between the users and clients. Manage communication with clients and standardize the work process. Solution for small and medium-sized businesses. Organize student data, streamline the admission process, and track staff availability. Automate tasks and events and create follow-up schedules.Starting Price: $3 per user per month -
42
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 -
43
Scout
Scout Data
Scout Data's KOL management software is a robust platform designed to optimize Key Opinion Leader (KOL) engagement for the pharmaceutical industry. It offers a comprehensive KOL database, advanced profiling, engagement planning, and consent management. The platform includes powerful data analytics, reporting capabilities, and a calendar module, ensuring efficient tracking of KOL activities while promoting compliance with company policies. Customizable to the needs of each client, the software supports improved interaction with KOLs and enables tailored reporting and strategic planning. This tool is widely used across the pharmaceutical sector to streamline KOL management and enhance the effectiveness of engagement strategies. -
44
OutreachCRM
Outreach Software
We have been helping businesses and organizations throughout NZ for 20 years so it's safe to say we know quite a bit about contact management. Based in Dunedin, NZ, we started Outreach Software Limited back in 2002, providing online contact relationship management solutions for small businesses. Right from the get-go OutreachCRM was built as an online solution, a simple way to keep track of your contacts, clients, customers, members, donors, and whatever contact lists and groups you need to manage. Easily add, manage & track all the info you need about your contacts, customers, members or donors. Capture the information important & relevant to your business with custom fields. Record data as drop-down lists, free text, multi- choice or date fields. Group or tag your contacts into categories to create contact lists, identify target markets or communicate with groups. Connect your contacts & define the relationship.Starting Price: $50 per month -
45
Nutriadmin
Nutriadmin
The only software you will ever need to run your nutrition practice. NutriAdmin is the trusted platform that thousands of nutritionists and dietitians use worldwide. Deliver exceptional value to your clients, helping them achieve their goals - all of it whilst simplifying your workflow, saving time, and staying organized. NutriAdmin equips you with the tools you need to ensure you are 100% productive day after day, no matter how large or small your practice is. Saving time and streamlining your processes will allow you to invest more in growing your practice and in deepening the relationships with your clients. All our features are designed to handle the business side of your nutrition practice, dramatically cutting down the time spent on paperwork. Hosted on a HIPAA-compliant cloud and meet industry standards. Easily store, organize, and keep up-to-date all of your clients' data.Starting Price: $24.99 per user per month -
46
Welp CRM
Welp CRM
A versatile platform , integrated with the apps you use every day. Welp CRM is designed to manage sales teams of any size by aggregating information and data, marketing and post-sales, analytics and business intelligence, all in a single tool. Flexible and versatile, Welp CRM focuses your team's attention on sales , aggregating information and data from all company departments all in a single platform , accessible everywhere, from desktop and mobile. Features and processes are customized to meet your needs. Designed for companies and organizations oriented towards innovation, growth and constant improvement of their business, Welp allows you to easily manage sales, relationships and contacts. You will have a consultant at your disposal to respond to requests, provide assistance and information via email and telephone.Starting Price: €35 per user per month -
47
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 -
48
WA Contact Saver
WA Contact Saver
WA Contact Saver is a browser extension designed to simplify the process of exporting WhatsApp contacts to Excel. It enables users to efficiently manage their contact lists and save important information with just a few clicks. Key Features - Easy Exporting: Users can export contacts directly from WhatsApp chats to a standard Excel format. - Support for Group Chats: The extension allows the export of members from group chats as well as business contact information. - Customizable Fields: Users can include various fields in the exported file, such as phone numbers, names, and message details.Starting Price: $9.99/month -
49
Polar SIEM
Polar Bear Cyber Security Group
Securing data with a wide range of unintegrated security solutions causes a large volume of security reports exclusive to each, a high volume of produced alerts, and inconsistent and incorrect reports which in turn bring about attack prediction, detection, and response failures. Covering all these security needs without making fundamental changes in the structure of the systems, an advanced SOC is needed to be designed to enable 7/24 monitoring and controlling the data flow in-an-outside the organization which in turn requires powerful SIEM tools. Polar SIEM and its modules in the following is the one produced to receive, monitor and analyze the most diverse events. -
50
Quality Driven Software
Quality Driven Software
Your reputation is essential to your business growth. But you have to be better than “good”. Your customers have to believe you’re the best. To do that, you have to provide excellent service. Customer satisfaction software can provide you the insight you need to elevate your customer service. QDS customer satisfaction software gives you a clear picture of your company’s performance on a clean, visual dashboard. Filter reports to identify unhappy clients and poor company performers. QDS customer satisfaction software gives you the tools you need to conduct proactive and constructive employee reviews and training. Track employee performance, and see what areas where they excel and struggle. No news isn’t always good news! If clients aren’t responding to your feedback requests, there may be a problem. Get alerted to negative feedback, low-quality scores, and missing responses through QDS's customer satisfaction software.Starting Price: $29 per month
