Alternatives to Funnel CRM

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

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     monday sales CRM
    Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.
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    HubSpot CRM
    HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.
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    Act!

    Act!

    Act!

    Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless. Act! Premium includes powerful CRM and Marketing Automation tools in one platform, making it easy for you to up your sales and marketing game – and ultimately create customers for life.
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    Shape Software

    Shape Software

    Shape Software

    Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.
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    Pipedrive

    Pipedrive

    Pipedrive

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

    Repfabric

    Repfabric

    Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.
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    Pipeliner CRM

    Pipeliner CRM

    Pipelinersales Corp.

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

    Creatio

    Creatio

    Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.
    Starting Price: $25 per user per month
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    SalesNOW

    SalesNOW

    Interchange Solutions

    SalesNOW by Interchange Solutions helps your business find a synergistic balance between team members and their sales workflow, with the user of an award-winning mobile CRM solution. Built to be robust, easy to use, and the most affordable customer relationship management and sales force automation solution. SalesNOW allows sales teams, management, and executives to manage all aspects of the sales cycle including contact management, company tracking, lead management, deal management, case management, activity, and sales reporting. Highly mobile individuals can access all customer and prospect data, track contacts, companies, leads, deals, events, and e-mail all from a single platform.
    Starting Price: $19.95/month/user
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    Nutshell

    Nutshell

    Nutshell

    Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field. Launched in 2010, Nutshell serves thousands of businesses around the world and has been named a top CRM for user-friendliness and affordability.
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    Starting Price: $16.00/month/user
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    Salesmate

    Salesmate

    Salesmate

    Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.
    Starting Price: $12/month/user
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    Freshsales

    Freshsales

    Freshworks

    Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.
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    Starting Price: $9 per user per month
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    Close

    Close

    Close

    Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.
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    Starting Price: $49.00/month
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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.
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    ZoomInfo SalesOS
    Maximize productivity, accelerate pipeline and reach the revenue potential you didn’t imagine possible with ZoomInfo SalesOS. Build an account universe based on your Ideal Customer Profiles and reach decision makers with the largest B2B contact database of 65M+ direct dial phone numbers and 150M+verified email addresses. Identify and reach prospects at the beginning of their buyer’s journey by tracking companies researching solutions like yours across the web. Discover and connect with decision makers from companies exploring your business website. Analyze customer calls, meetings, and emails to drive process changes that impact your bottom line. Build and execute multi-touch sales cadences with our native phone dialer and email tool. Shorten your sales cycle with ZoomInfo Chat, an easy-to-use, data-driven chat bot tool. Set real-time lead alerts to engage best-fit buyers or automate lead-qualifying interactions to free up your internal team.
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    Salesforce

    Salesforce

    Salesforce

    Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.
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    Starting Price: $25.00/month/user
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    ClientTether

    ClientTether

    ClientTether

    ClientTether’s leading growth automation platform and CRM was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. Because we’ve been in our clients’ shoes, we made our platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies.
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    TeamGram

    TeamGram

    TeamGram

    The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.
    Starting Price: $12 per user per month
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    Insightly

    Insightly

    Insightly

    Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.
    Starting Price: $29.00/month/user
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    Tubular

    Tubular

    Tubular

    Managing your sales pipeline can be tedious and at times a painful process, however Tubular, a sales tracking, collaboration, and workflow platform for sales teams, changes all that. Built on an easy to implement platform with sales tools that painlessly capture leads, while allowing your team to laser focus on closing deals. With features that include Tracking Leads from Multiple Sources, Triangulate Data, Seamless Integration Capability, Multi-user Collaboration, and much more, Tubular will make selling fun and engaging again.
    Starting Price: $9.00/month/user
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    Sugar Sell

    Sugar Sell

    SugarCRM

    Sugar Sell (formerly SugarCRM) is a one of a kind Customer Relationship Manager solutions, with functionality that includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Sugar Sell gives individual and teams back the time they need to increase project focus and interacting with customers to create more sales. Join top leading brands and try Sugar Sell today. Sugar Sell gives you what other customer management software solutions wish they could: The guarantee of an outstanding user experience. Sugar is the 4x winner for satisfaction, reliability and tech support in PCMag’s Business Choice Awards. The real power of our platform is in the story that it tells—about your customers, your company and the future of your business. It’s the customer experience solution to use when you want to empower every employee with the right information, at the right time, before they even ask.
    Starting Price: $40 per user per month
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    Routzy

    Routzy

    Coalesce Software

    Routzy is an iPad sales app that rolls the advanced features of several business utilities into a single, mobile sales center. Turn your leads into customers today. Stay organized by logging all your prospect and customer communication in one place. The perfect tool for a mobile sales team, Routzy generates optimized sales routes in seconds. Create sleek, snazzy quotes on the fly for a better shot at closing deals in the field. Digitize your existing paperwork and roll out with the forms to handle any situation. Make killer presentations to express your ideas and bolster your sales pitch. Access contact data and track workforce activity with Dropbox integration. Routzy is a mobile sales CRM (customer relationship management) app for the iPad®. Simply put, this application turns an iPad into the ultimate standalone sales tool. With Routzy, we've rolled the advanced features and functionality of several business productivity utilities into a single sales center.
    Starting Price: $34.99 per user per month
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    FreeAgent CRM

    FreeAgent CRM

    FreeAgent Network

    FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.
    Starting Price: $33 per user per month
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    RapidStart CRM

    RapidStart CRM

    Forceworks

    RapidStart CRM is the most Simple CRM solution on the Microsoft Stack. Purpose-built with feedback from thousands of users. You can be up and running in minutes. You can have RapidStart CRM integrated into your Outlook or Microsoft Teams environments in a few more minutes and at no additional cost. RapidStart CRM is completely “unlocked” for further customization by you, your partner, or with our help. You can build solutions to almost any business challenge on our foundational data model. RapidStart CRM includes exclusive features like our quick steps buttons for “one-click” record creation, record hashtagging, our RapidStart settings app, full documentation dashboards and our how to integrated video user training toolset! These capabilities and much more can be added to RapidStart CRM, with just a few clicks.
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    OnePageCRM

    OnePageCRM

    OnePageCRM

    OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat
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    Starting Price: $9.95 per user/month
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    LeadFuze

    LeadFuze

    LeadFuze

    Forget about bad data! Third party data partners + our own crawling allows our AI to aggregate, match and verify real-time company info, emails, mobile numbers, social profiles and more across 500+ million profiles and 10+ million companies! Salespeople love that we provide hyper-targeted lead searches and provide actual contact data. Not to mention complete list building automation so they spend more time talking to prospects vs researching them. Sales teams love using our integrations with their CRM and workflow tools along with the de-duplication of leads. Marketers love that we provide personal emails as well as business emails so you can have higher match rates for custom audience ad targeting and building outreach lists for their sales team.
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    Leverly

    Leverly

    Leverly

    You love new inbound form leads. But, hate to lose sales due to ho-hum response and follow-ups. Our lead response software delivers your leads to your reps by phone. Extra revenue is waiting. Your gut tells you that reps aren't calling your web leads fast enough. And they are giving up before they should. You're not speaking with enough of your leads. And if you don't speak to a lead it bites the dust in your CRM. Leverly is the fastest way to contact more of your leads in record time. Leverly gives your reps more time to call leads. We'll tell you who to call and when in order of priority. Stay on top of prospects without thinking. Give your sales reps the superpower to speak to more leads within seconds. They'll close more sales with less time and effort. Leverly easily integrates with your current sales stack. There is nothing for your sales team to learn or log into. Just answer the phone and follow the prompts.
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    Platformax

    Platformax

    Platformax

    Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.
    Starting Price: $9.99 per month
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    CrmOne

    CrmOne

    CrmOne

    CrmOne is an integrated marketing, sales, support, and CRM solution designed to help small to midsize enterprises acquire, engage, and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of CrmOne include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management, and more. It comes with Free CRM Software, which allows firms to manage and track all activities across customers, leads, and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement, and more.
    Starting Price: $59/month/5 Users
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    SalesSeek

    SalesSeek

    SalesSeek

    SalesSeek, a cloud-based customer relationship management (CRM) platform, is ideal for small, mid-sized, and large companies. SaleSeek primary features include contact management, sales funnel management, marketing automation, reporting, and email marketing. SaleSeek integrates well will Sage One, QuickBooks, Zendesk, Facebook, WordPress, and more.
    Starting Price: $48 per user per month
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    LeadAngel

    LeadAngel

    LeadAngel

    LeadAngel smart-matches incoming leads with existing accounts and distributes leads among your sales team using the most powerful & flexible lead routing and lead matching algorithm available. We as a team helps your business to drive sales with the automated lead management. The application offers data standardization, fuzzy matching, lead segmentation, Contact Routing and Account Routing and lead to account matching in a user-friendly interface with smart drag or drop options. The solutions are built with API's to help you leverage everything our platform has to offer. Eliminating duplicate leads, merge with existing contacts, and removing redundant accounts with LeadAngel’s powerful data cleanup engine and track the entire procedure with LeadAngel's reporting where each and every step is visible. Further optimize your sales funnel with tools such as auto conversion of leads into contacts if a matching account is found.
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    Clientjoy

    Clientjoy

    Clientjoy

    Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.
    Starting Price: $149 one-time fee
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    Razpo

    Razpo

    Razpo

    Razpo is a Sales Performance Management App that is simple and easy to use client and goal manager for sales teams. - Envision, Track and Achieve your Sales Goals - Manage Deals and Clients - Follow Sales Team Members - Stay on Top of the Leaderboards
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    Thryv

    Thryv

    Thryv

    The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work.
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    ClinchPad

    ClinchPad

    Clinchpad Technologies

    Don't waste time entering tons of data and creating contacts, instead focus on converting leads into deals. Store all relevant information pertaining to the lead at one place. Easy to comprehend pre-defined reports which will help you streamline your workflow and eliminate blockages. Increase revenues by getting organized. Keep track of what needs to be done next and get insights from past information. We talked to hundreds of businesses and found out what features they need so that you could have an uncomplicated CRM. Create multiple sales pipelines so that you can track different aspects of your sales process. Filter leads in a sales pipeline by users, products, sources, zones, contacts or any combination of the above. A number of actions such as adding and renaming leads, assigning a user to a lead or moving the lead to another stage in the sales pipeline can be accomplished from the sales pipeline view itself.
    Starting Price: $9 per user per month
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    OpPlan

    OpPlan

    Winning Sales Plan

    Improve forecasting accuracy, achieve higher win rates, and reduce salesperson churn. “The” solution for your sales organization brings together CRM, benchmarking, analytics, competitive SWOT’s, sales strategies, action plans and much more! Effectively benchmark your opportunities and contacts with a simple scoring system. You will be able to quickly gauge the status of your opportunities, buying committee, sales team utilization, and win/loss ratio. Easily apply and maintain the strengths, weaknesses, opportunities, and threats (or SWOT) of your competition. Answer a series of questions around the current state of the opportunity and the appropriate strategy is revealed with coaching. Compile a list of actions with your prospects and get agreement on the steps to close the deal. Proven process to get deals unstuck and reveal interest level.
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    Xapsys CRM
    The growing CRM for Sage and Xero. Empower your sales team in minutes, nurture your customer relationship and grow your business, the easy way. Contact management. In minutes, all your contacts are imported from Sage and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name. Sales pipeline. Easily manage and track your sales opportunities to prioritize your work effort. With a few clicks, move your prospects from one stage to the next as you progress the deal. Opportunity statuses can be customized to reflect the steps of your sales process, together with the certainty percentage you typically experience for each stage of your sales funnel.
    Starting Price: 20 GBP / user / month
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    LeadMaster

    LeadMaster

    LeadMaster

    LeadMaster is an all-in-one CRM Software and Lead management software solution. Specifically built to support marketing and sales teams, LeadMaster lead tracking offers a rich set of tools to capture, follow up, and/or track leads. Comprised of integrated modules for email marketing, CRM, sales force automation, marketing automation, reporting, landing pages, and more, LeadMaster helps users streamline and automate their processes to drive efficiency, profits, and growth. While other lead management software requires additional hardware, our CRM platform takes a different approach. The LeadMaster CRM is cloud-based, giving you and your team the freedom to work and access information from anywhere and at any time. With our forward-thinking, we’ve created a system that’s packed full of customizable and scalable features — from intuitive and powerful tools to sophisticated and marketing-specific algorithms that give you the control you need to promote productivity and boost sales.
    Starting Price: $50.00/month/user
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    Lucep

    Lucep

    Lucep

    Increase sales from digital marketing and social media by connecting leads to sales agents instantly. Find out how to digitally transform your distribution channels. Used by the world's top automotive brands and dealerships, insurers, real estate companies, digital marketing agencies and thousands of small businesses for lead capture, tracking, gamification, and increasing conversions. Engage customers on Facebook, your website, email and other digital channels, and move them to the phone to increase conversions.
    Starting Price: $10.00/month/user
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    HubSpot Sales Hub
    Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.
    Starting Price: $50 per user per month
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    Raynet CRM

    Raynet CRM

    Raynet CRM

    Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –⁠ all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective. Who, when, with whom, for how much… Everything about open deals in one place: Just one look gives you a very good overview of how your salesmen are doing. You get 100% control over your sales and save time on meetings or tailoring proposals. Why Raynet? Smooth integration with you calendar, e-mail, phone and other applications, all your data in one place, your team can work from anywhere, immediate analysis of your sales score, increased productivity and effectiveness. Free trial for 30 days: Make sales easier.
    Starting Price: $25.00/month/user
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    Big Purple Dot

    Big Purple Dot

    Big Purple Dot

    Create a queue from your leads and prioritize them based on their status. Disposition leads based on custom parameters and easily schedule a follow-up. Warm transfer calls to others on your team. Easily share and collaborate with team members and referral partners on any lead. Automate communication and increase lead conversion by connecting more partners to leads earlier in the sales process. Close more loans with a simplified experience for your borrowers that automates the process, connecting to their financial accounts to auto-populate most of the 1003, including their docs. Customize your workflows and automate follow-up to new leads as well as past clients with preset triggers to launch automatic reminders, emails, tasks, lead sharing and more with just one click. Robust tablet app with a sign-in sheet that syncs with your CRM. Upload your listing pictures and send your visitors a professional follow-up email containing the listing along with your contact information.
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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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    Followup CRM

    Followup CRM

    Followup CRM

    Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.
    Starting Price: $55/user/month
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    ActivePipe

    ActivePipe

    ActivePipe

    ActivePipe is an innovative email marketing platform that uses intelligent automation to nurture clients and generate leads. Designed to solve the specific challenges of real estate professionals, ActivePipe enables its users to build relationships at scale and unlock the hidden opportunities in their database. Let the power of email automation nurture your clients in the background and build relationships at scale. Set it up once and ActivePipe nurtures your prospects along the funnel, connecting you with the best leads every day. Spend more time selling and less time marketing. Top agents respond to 100% of their leads in under 100 mins. ActivePipe makes this easy by identifying high value prospects that are ready to buy or sell right now. Get leads delivered straight to your inbox at the exact moment people are ready to act. Know what clients need before you even pick up the phone.
    Starting Price: $300 per month
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    Infer

    Infer

    IgniteTech

    Infer is artificial intelligence (AI) SaaS platform integrated with multiple MarTech solutions for predictive lead and account scoring and managing hyper-segmented profiles. Identify your most promising prospects, build hyper-targeted segments, and personalize outreach at scale to significantly increased conversion rates. Predictive lead scoring & profile management to optimize and expand your sales and marketing operations. Score large amounts of inbound leads, contacts, and accounts in real-time. Increase ROI by improving MQLs & prioritizing sales efforts on the leads/accounts that will drive the most revenue. Segment and distribute leads appropriately and fairly across sales teams. Identify the effectiveness of campaigns by market segment, to inform ongoing improvement in targeting and segmentation. Identify your most promising prospects, build hyper-targeted segments and personalize outreach at scale to significantly increase conversion rates.
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    LeadConduit

    LeadConduit

    ActiveProspect

    LeadConduit is a real-time lead optimization platform that empowers you to take action on your leads by customizing lead flow, enhancing leads with additional data, filter and reject leads, and deliver it all straight to your CRM. LeadConduit supports over 100 pre-built unique integrations, including lead sources, data enhancements, and recipient systems, such as CRMs and autodialers. Additionally, LeadConduit has an Open API so you can customize it as much as you'd like. Capture leads from any source, compare to existing lists, and pay the right price for the right leads. Seller submits data to LeadConduit Ping system, providing TrustedForm data points via the Certificate URL and limited PII for SuppressionList checks. If the Seller likes the bid, they post the lead with PII data to your LeadConduit flow for purchase.
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    Vtiger CRM
    Vtiger offers a single, unified product that enables Marketing, Sales, and Support teams to work together and deliver outstanding customer experiences. Vtiger organises customer data in a single place and everyone on the team gets a holistic view of the customer. Vtiger CRM helps over 300,000 businesses improve revenue, customer loyalty, and team performance by breaking barriers between marketing, sales, and support teams. Vtiger's All-in-one CRM helps teams create delightful experiences across the entire customer lifecycle by enabling: 1. Marketing teams to capture and nurture leads. 2. Sales teams to score, track and close resulting deals. 3. Support teams to access complete customer history and provide exceptional support.
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    Starting Price: $10.00/month/user
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    noCRM.io

    noCRM.io

    You Don't Need a CRM!

    noCRM.io is an easy-to-use, cloud-based lead management software (SaaS) purpose-built for salespeople. Unlike a traditional CRM application, noCRM.io boosts business productivity through prospecting, lead tracking, and pipeline management. With noCRM.io, users can easily create leads in seconds (business card, email, website, and mobile, and spreadsheet) as well as seamlessly organize their sales process and customize their sales pipeline to manage their sales cycle from end-to-end.
    Starting Price: $14.00/month/user
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    Round-Robin Mailer

    Round-Robin Mailer

    Gammadyne Corporation

    Does your company have a sales staff? Do you have leads arriving by email? If so, you probably need a solution that distributes those leads promptly, reliably, and fairly to your staff. Round-Robin Mailer is designed to do exactly that. It connects directly to a POP3/IMAP4 mail server, reads all email, and forwards each one to a member of the staff in a rotating fashion. Because we understand how important leads are, Round-Robin Mailer is designed for maximum reliability. It is guaranteed to never lose an email. Other features include statistical reporting, archiving, staff scheduling and favoritism, and a rules-based system for handling certain types of emails differently.