Alternatives to Helmdeck
Compare Helmdeck alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Helmdeck in 2026. Compare features, ratings, user reviews, pricing, and more from Helmdeck competitors and alternatives in order to make an informed decision for your business.
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1
ZeyOS
ZeyOS
With ZeyOS you can read, write, and send e-mails wherever you are. All you need is a browser. Individual messages can be easily shared with groups and other users. Stop useless forwarding and avoid e-mail clutter! Instead of flodding your team's inbox with useless e-mail conversations, you can simply share e-mails and add internal comments. You can also display and link object-related events, such as task due dates, contract end, payment days, etc. ZeyOS offers four main apps to organize your work - projects, service tickets, tasks and activities. Time tracking allows you and your co-workers to always have an overview of the real-time progress and time effort spent on individual projects and tasks. You can associate notes directly with other ZeyOS objects, e.g. you can associate a note about a customer meeting with the related sales opportunity. -
2
SpinOffice CRM
Mulberry Garden
With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. Best of all, you share all information in the database with your colleagues, which makes SpinOffice the ultimate team application for any small to medium sized business. Customer management A central database for your business relations, email management, appointments, tasks, notes and conversation reports, projects, files, documents and files. Communication Use templates (mail & documents) for optimal communication, segment relationships (contacts types & tags) and build your own personalized CRM database. Collaboration Save time and increase productivity within your organization by sharing information and collaborating as a team. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.Starting Price: $27.50/month/user -
3
Radius
Radius Bob
CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.Starting Price: $34 per month -
4
Indegene
Indegene
KOL management is a time-consuming and resource-intensive task in most healthcare companies. KOL engagement visibility is restricted to a regional level and requires manual intervention to track the activities. In addition, the biggest challenge is monitoring the effectiveness of our interaction with KOLs. As a solution, Indegene's KOL Management service helps organizations develop a better understanding of KOLs, provide detailed visibility on the history of engagements, and tracking of our efforts toward them. KOLs are ranked by specialty and geography. Learn who are the rising stars through Indegene’s propriety AI-profiling algorithms. Monitor events and engagements of KOLs. Learn talking points and interests from advanced analytics. Dashboards on the effort expended, responses garnered, and resource utilization are measured to ensure effectiveness. -
5
Leader
Leader
Automatically capture phone calls and manage your leads on the go. Win more customers with the all-in-one CRM for small businesses. Leader integrates with your phone calls, calendar, and messages and enhances your business communication with data, automation, and work tools. Calls are automatically captured and identified with the caller's name, social profile, job title, and more. Create tasks, notes, and reminders, and set auto-replies with your own digital business card. Shorten your sales cycles, send price proposals, and win more customers. See data collected from the web about your callers. Find out about their work history, education, social networks, and more. Discover company details crucial for your sales closure. Focus on data that build relationships with your customers. See data collected from the web about your callers. Find out about their work history, education, and more. Discover company details crucial for your sales closure.Starting Price: Free -
6
CVenture
Chamunda Tech-Net Service
C-Venture is a free Sales Enquiry Management software to cater the needs to manage leads, quotes, follow-ups, managing sales order, Manage invoicing, Proforma invoice, Delivery Notes etc. Customer Support Management is also included in C-Venture that makes it a complete Customer Relationship Management Software. CRM that covers every aspect of business. Purchase management System makes C-Venture unique from all other CRM’s.. CRM that meets the needs of all business. Mail to Sales enquiry and mail to Support ticket features removes the pain to track emails. Sales executives can manage all their Enquiries and leads. They can manage customers contact informations etc. Sales Co-ordinators can view and respond to all enquries. Sales executives can update their follow-ups (Visit, Phone, Mail) and keep the team informed about follow-up. Automated daily report generated per sales executive as per follow-up data. -
7
retailCRM
retailCRM
See how your team can process orders and requests, automate marketing and analyze results. Orders from all sources are collected into a single list and distributed among operators. Each customer has overall communications history despite the channel. Triggers assign tasks to employees automatically, send messages to customers and change their data. Operators work in a single window mode - it is not necessary to leave CRM for viewing stock balances, issuing invoices, arranging delivery. Collect customer data from all sources in CRM. Make segmentation of the base taking into account this data. Set up automatic rules for increasing repeated sales. Send personalized mailings by segments. Communicate with customers in messengers in CRM interface. View all earlier information about the customers in 2 clicks. Create orders directly in CRM conversations. Check stock availability due to built-in product catalogue. -
8
webCRM
webCRM
Increase revenue, nurture customer relationships & analyse performance with our award-winning CRM platform. webCRM helps your sales team with practical tasks. It keeps track of the day’s tasks, remembers follow-ups and quickly puts together call lists or segmented e-mails broadcasts. Yet, those are just some of the many features which allow you and your team more time for customers. Now it has become easier for salespeople in your team to remember all the important follow-ups. Task management on the home page gathers the to-dos for the day. Analyse data and produce quick reports which you can present in the sales meeting. Or use the analysis tool to segment e-mail broadcasts. Get rid of a lot of duplicated work in both the sales team and in the accounting department. Synchronize data from your existing ERP system with webCRM. A new system is only successful when it is used. webCRM is created by experienced salespeople.Starting Price: $23.00/month/user -
9
AllProWebTools
AllProWebTools
AllProWebTools brings all of your client's contact information and communications (including emails, Facebook messenger, text messages, and phone call history) under a single app. Get notified when new leads fill out your website form, invoices get paid, and customers contact your business. Staff chat, lets you communicate with your staff while you (or they) are on the go! The Timecard system allows your staff to clock in and out from their phone and provides GPS location on each clock. Look up customer information and see a complete history of ALL of their communications with your team - All emails, text messages, phone calls, and Facebook messages. Record notes on client records. You can also see tasks that your staff is working on and staff clock in and out times. AllProWebTools gives you unparalleled insight into not only how your emails are performing, but how interested and active each contact is with your communications. -
10
xRP
Agent Technogies
Manage Task for Everyone in Your Company. Upload Files Related to Task List Items. Add Notes Related to Task List Items. Increase Your Sales/Reduce The Cost of Generating Quotes. Generate PDF Service Request. Track Servic Hours by Category. Track Service Hours on Major Resources. Founded in 1995, Agent Technologies provides operation improvement through software and consulting. We've done work for small companies to Procter & Gamble with a concentration on manufacturing organizations.Starting Price: $9 per month -
11
Teamleader
Teamleader
As an entrepreneur, you have your hands full with running your business and everything that comes with it. That's why Teamleader makes your work easier and your mind free. With our business software, you can create quotes, manage customer relationships, invoice, and plan work, all in one place. This ensures that all relevant information is kept from being scattered across different inboxes, Excel sheets, and software. The result is a perfect overview of your sales opportunities, projects, and payments and, perhaps even more crucially, a sharp picture of your business's performance. Over 15,000 entrepreneurs and their teams hand over paperwork to Teamleader's business software. Get more done with less hassle. Sounds good?Starting Price: $25.00/month/user -
12
ClientLogix
UNAPEN
One solution that is built to handle the very distinct differences in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business. One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with a bi-directional interface to many portfolio accounting systems, plus flexible import from sponsor platforms. Heads-up CRM data and document library keeps you informed without leaving Outlook, quickly set up meetings, review/take meeting notes, view history and reminders and much more. User adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices. Insight into social interaction helps drive client relationships and referrals. -
13
Paramantra
Paramantra
Effortlessly manage sales team with sales CRM software. 97% implementation success in over 250 organizations. Hand-pick from 250+ features that work best for your business. Update the CRM from anywhere, at anytime and from any device. All customer interactions from one nimble platform. Make informed decisions with swift and accurate information. Paramantra enables the front line teams of the largest supplier of induction solution to act fast and make better decisions. Digitize your co-operative banking operations with a solution that improves existing transactions by 23% and provides 100% lead management. Paramantra's Real Estate Sales CRM Software solves the sales and marketing challenges for one of the largest developers in India. Paramantra's embedded telephony allows this large scale retailer to track all service tickets and not miss any customer requests. -
14
EBP CRM
ebp
Save precious time by retrieving the information you have collected in your CRM tool without any re-entry! Take advantage of third-party synchronization, add a quote to your sales management solution from the opportunity sheet of your customer management software, make the link between the status of opportunities and the status of quotes, etc. The General Data Protection Regulation (GDPR) aims to harmonize European legislation around data protection, taking into account technological developments. A good knowledge of your prospects and customers is essential to ensure follow-up and the development of your business. With your CRM software , save the whole commercial exchanges: e-mails, calls, letters. Follow the evolution of sales opportunities and create targeted marketing campaigns. -
15
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. -
16
Daylite for Mac
Marketcircle
Daylite is an all-in-one business productivity app built specifically for service-based professionals in the Apple ecosystem. It combines CRM, sales pipeline tracking, project management, email, calendar, tasks, and notes into a single connected system. Designed for Mac, iPhone, and iPad, Daylite integrates seamlessly with Apple apps like Mail and Calendar. Every interaction—emails, meetings, tasks, and notes—is automatically linked to the right client, project, or opportunity. This creates a complete, searchable business history that saves time and strengthens client relationships. Daylite helps eliminate the need for multiple disconnected tools, reducing admin work and subscription costs. By streamlining workflows, it allows professionals to focus more on revenue-generating work.Starting Price: $29.00/month/user -
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i-linked
I-Group
Never lose track of your direction with reporting tools. Reporting by individuals, groups or company. Graphical reporting is at your fingertips! Avoid calls and emails. i-linked.net will keep you informed as the progress of your deals. i-linked.net makes it easy to issue custom quotes and proposals in seconds. The i-quoting module makes proposals a snap. i-linked.net is always up-to-date. You never download or maintain the system. i-linked.net lets PEOs, Carriers, MGAs, Wholesalers, Brokers, Agents and their teams work independently. Quickly collect and share the data you need. In an immediately familiar, user friendly environment. Collect and store prospect and client documents on a record-by-record basis. Easy to store and retrieve securely. Share documents, forms and other important data with your team and your partners. i-linked.net helps you to put the right information in the right hands instantly.Starting Price: $24 per month -
18
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. -
19
Latently
Latently
Latently is an AI-powered note-taking and personal knowledge management product designed to help users capture, organize, and recall information from across their digital life. The product allows users to save many types of information, including written notes, links, screenshots, images, PDFs, voice notes, Telegram messages, and AI conversations. Instead of requiring users to manually tag, file, and maintain every item, Latently automatically organizes saved material into meaningful context. Users can create Areas and Projects to group information by topic, goal, client, workflow, or body of work. Latently’s core functionality is contextual recall. When a user opens, writes, or works with a note, Latently can surface related notes, links, images, screenshots, memos, documents, and previous AI responses that may be relevant to the current task. This helps users reconnect scattered ideas, avoid losing useful context, and reuse information they have already captured.Starting Price: $12 per month -
20
Salesinteract
Salesinteract
Salesinteract is an interactive CRM that involves your relations in the entire sales process if you want. As a user of Salesinteract you work from a clear dashboard where you can follow up tasks in a very easy and quick way and you can share presentations with your relations. Important push notifications illuminate your dashboard when your relations are promoted to prospect or customer and when your shared files are viewed and how often. Your relations automatically get their own dashboard where they see information from your company, your presentations / files / offers you have shared with them. You can communicate with your relations 1-on-1 in the communication center, which can create an even more personal bond. When targets are set, Salesinteract will suggest motivational quotes based on your progress to help you further.Starting Price: $15.00/month/user -
21
Wealthbox
Starburst Labs
We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account. -
22
Aptean CRM
Aptean
Aptean CRM delivers industry best practices to help you nurture customer relationships and increase your competitive advantage. Are you ready to generate quantifiable business results while mitigating risk and expense? Aptean CRM gives you a complete view of your customer. It’s designed to provide your organization with accurate sales, marketing and customer service information so all departments remain in sync and organized. With detailed history of marketing, sales and service efforts, in addition to customer characteristics and preferences, Aptean CRM software allows you to make the most of each customer interaction and generate data-driven decisions based on real-time information. Aptean CRM enables you to streamline your business processes and automate everyday tasks—saving you time and money. From scheduling appointments and follow-up reminders, to writing emails and generating quotes, our CRM software supports your staff throughout the entire sales cycle.Starting Price: $60 per month -
23
Amspaces
Modulus Technologies
Manage your entire coworking inventory from a single platform. Create multiple coworking spaces in your portfolio. Configure dedicated desks, flexible desks, private cabins and meeting rooms. Manage your coworking rent roll by configuring membership plans, lease details, deposits, car parking company details, billing details, lease escalations and lockins. Members of your coworking space have a separate portal for booking meeting rooms, helpdesk, tracking their visitors, self check-ins, downloading invoices and payment summary, access available inventory and plans. Empower your coworking community members with real-time bookings of shared resources from anywhere. Automate the entire process & avoid duplicate bookings.Starting Price: $0.91 per user per month -
24
Axonaut
Axonaut
Axonaut is the all-in-one tool that delivers the unbeatable combination of power, efficiency and simplicity, all at a price that won’t break the bank. Running a small business is hard enough. You deserve a CRM that makes it easier. Manage all your contacts in one convenient place. Make customer relationships easier and more productive. Generate branded quotes and invoices. Convert quotes to invoices with one click. Manage revenues, expenses and cash flow. Monitor bank transactions and account balances. Get detailed statistics. Automate accounting tasks. Customize your export process and formats. Manage company-specific accounting codes. Create and manage email and text message marketing campaigns. Group and segment mailing lists with multi-criteria for a more targeted approach. Manage your team and associated costs with the Staff Registry.Starting Price: $29.99/month/user -
25
SnapSuite
SnapSuite
All-in-one field service management software. Automate & grow your business. Improve customer service, manage projects, close deals faster and view real-time progress of your business’s day to day activities. Dispatch jobs directly to field workers and technicians through our mobile app or via text message and get real-time status updates. Generate Microsoft Word quotes from your existing templates in one click. Automatically attach and send related brochures with quotes. Convert quotes to Work Orders with one click. Automatically update Work Order status based on configured rules and field workers updates. Monitor inventory levels in multiple locations and automatically generate purchase orders when the stock is low. Find any document, quote, purchase order or invoice by item number, status, job type, technician or by company and see all related documents, notes and job history all in one place. No more duplicating orders and invoices.Starting Price: $350 per month -
26
Ai-Intelekt
Ai-Intelekt
Say goodbye to marketing tunnel vision and solutions that just don’t cut it. Say hello to a turnkey, flexible platform that drives real-time buying decisions and adjusts to your business needs, and empowers you to create seamless, omnichannel experiences that adapt to each customer, from the first touchpoint to the last. Ai-Intelekt implements hyper-personalization, prescriptive analytics, customer journey analytics, & closed-loop integration. Hyper-personalization allows you to create deeply personalized customer journeys of your brand through coordinated, informed actions & campaigns. Track the journey taken by each lead and customer so you always know their preferred path, chosen messaging, service background or purchase history. Predictive analytics Take control of your customer’s lifetime value by employing the power of true artificial intelligence (AI). Forecast outcomes based on behavioral data, historical sales, and actions to accelerate the customer journey. -
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workXmate
workXmate
Affordable CRM for B2B Sales Teams of all sizes. Maximise Sales Pipeline: Quickly identify key Opportunities & Risks & plan Activities to close more Opportunitieswith workXmate CRM. 360° Sales Data on Fingertips: Track Leads, Accounts, Contacts, Opportunities, Activities, Invoices, Quotes & Payments. Built-in Tally Integration. Error Free Transactions Visible to Customers: Seamlessly convert Qualified Leads to Opportunities and Quotes to Invoices with the CRM. Complete sales force automation on the Cloud available on Demand as SaaS: Provide Tools to your Sales Force to make smarter business decisions and close more deals faster. Segment your Customers to Maximise Returns: Use CRM software to segment customers using industry best practices and focus upon reaching out to your most profitable segments.Starting Price: $5 per user per month -
28
Roomrr
Roomrr
What is Roomrr space? Each organization that uses Roomr have ability to define number of spaces (physical locations, rooms, open-spaces) which might be booked by employees or people that need to have access to. The app is free of charge for any use, super easy without need for a time consuming integrations. Life used to be quite predictable for some time already. Most of us went to office every day. There we met our mates and coworkers and exchanged information easily but in 2020 something changed. Because of coronavirus offices became not so secure places to work. Many people had to change the way they work and started working remotely. You may ask the question how things change? Well, we mainly started calling each other and exchanging messages. However the motivation and ability to cooperate has suffered greatly. So what is the solution? We do believe in simplicity. That is we created a web that enables space reservation in an easy way to accommodate when you want a space -
29
PeopleVine
PeopleVine
Designed from the ground up to create premier member experiences, empower ops teams to excel at scale and build forever transactions. Private social clubs have evolved to suit modern life and modern members who live, work, and play in city centers around the world. Popular destinations for locals and travelers alike, many of these properties have begun to establish a members club to differentiate themselves from the competition. As high-end residences and condo hotels up their amenities, developers are looking to leverage the power of membership to enhance the residential experience. To accommodate a growing number of start-ups and remote workers, coworking spaces are introducing more tiered levels of membership to their offerings. PeopleVine is designed specifically to serve lifestyle hospitality businesses. We are driven by experiences and culture. Our platform is designed to help you reach your goals the most efficient way possible. -
30
Infosys Genome Solution
Infosys
The Genome Solution enables enterprises across industries, leverage the power of analytics to provide end-customers with highly personalized experiences. The solution helps enterprises capture a customer’s behavior across channels such as digital, social, offline and data residing within the enterprise, and collate it based on behavioral attributes (genomes). With over 5,000 prefabricated customer genomes, the solution helps enterprises optimize data preparation and analysis time – freeing up 80% of time used to prepare the data, thereby significantly enhancing the time available to analyze the data. It also creates a foundation for predictive and prescriptive analytics to drive persona-based contextual insights. -
31
Sharp PLM
Sharp PLM
What if there was a simple way to track your quotes and project opportunities that integrated with email? If you find yourself spending more time managing quotes than winning quotes, then SharpPLM Quoting is what you've been looking for. With SharpPLM, you can capture email threads and documents related to a quote. As revisions change, you can update those documents and keep a history of changes. As machine shops, a lot of energy is put into quotes, now is the time to make it worth your time. By tracking your quotes, you'll learn what works and what doesn't. Learn what customers are price-insensitive, what customers are time-sensitive, and what customers will likely never buy from you. SharpPLM was created out of the idea that there should be a simple, low cost solution for businesses to manage their product and business-critical information. SharpPLM pulls together various backgrounds to provide a successful product.Starting Price: $49 per month -
32
Donarius for Business
Nuverb Systems
Donarius® will make it easy for you to keep track of customers, sales, leads and accounts receivable. Track sales, track customers, print invoices, email invoices as PDFs, lead follow-up to get new customers, customize your customer types and customer characteristics, avoid duplicates by checking for duplicate customers, and more.Starting Price: $47.98 as a one-time payment -
33
Sales Simplify
Sales Simplify
Sales Simplify is an app that saves salespeople up to 3 hours per day by drastically reducing the amount of work they have to fill out. It's already been used in the USA and India, and it's time to expand it worldwide. Convert your new leads into junk and deal with just a click! Maintain notes, logs, activity, emails with a complete 360-degree overview. With the help of Sales Simplify you can easy to Organize Leads, Contacts, Activities, track, schedule, and manage various tasks all in a single place and get in-depth reports to make a more accurate decision that increases your conversion Easy drag and drop sales pipeline that avoids long processes and increases your deal velocity, sales, & growth.Starting Price: $19/month/user -
34
openCRX
CRIXP
openCRX, your enterprise-class private cloud with state-of-the-art customer relationship management (CRM), calendaring and issue tracking - a high quality open source solution! Identification and analysis of your key business processes and their interaction with CRM application. Specification of functional requirements, optimization and automation potential, systems and relationships, etc. Establishing a common language, capturing business logic, and modeling your individual blueprint for success are important activities in designing a customer relationship management solution (CRM) that fits your business. We at CRIXP have the know-how to integrate openCRX with all your relevant systems. We will define the best integration strategy for your environment in close co-operation with your IT specialists. -
35
WizSame
WizSoft
WizSame reveals identical or similar records suspected as being duplicate in one data set or compares two data sets. WizSame can be used to find duplicate records in order to uncover errors and frauds such as: duplicate invoices for the same purchase as well as duplicate payments, duplicate entries for the same customer, employee, vendor, stock item etc. WizSame can reveal if an employee is also a vendor just by comparing the Vendor list with the Employee list. The CRM administrator uses WizSame to find existing customers in the new list of potential customers. WizSame reveals records in the new list that are identical or similar to records in the existing database. The user determines the matching criteria by defining for each field whether it is identical, similar or ignored. The user may define several conditions connected by the and or or operators to be added to the matching criteria. -
36
Symphony
Integra Touch
The Symphony billing system gives you the power to introduce new products or applications quickly & easily, within your existing business systems. Integrate only the modules you need, or implement the full end-to-end solution and let our customizable, scalable solution grow with you. The real-time data transaction management and mediation provided by Symphony gives you visibility into your customers’ accounts—and the ability to more profitably manage those relationships. Transform the way you get from quote to cash. Win more business and get an edge on the competition with tools and insight that help you move swiftly from quote to cash. Specify products and generate customized quotes. Customer approval triggers workflow based on products ordered. Issue final quotes with auto-generated cover letter & product brochures. Access robust reporting on quotes issued/ordered by region/agent. End-to-end business process automation & management. -
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Amphis Customer
Amphis Software
Our CRM and Contacts Management Software makes it easy to manage Contacts and create Appointments, Customer Notes, Customer Letters, Quotes, Estimates, Invoices, Tasks, Statements and Job Sheets. Reminders eg Callback Reminders can be created to keep you organized including a Today view showing what is planned for today for each person. Appointments, Jobs and Tasks can be assigned to one or more people. The Appointments View shows Appointments for a given month and can show Appointments for a specific person or for everyone. Mail Merge and Email Marketing are supported as well as VoIP and sending SMS Messages. Amphis Customer can integrate with Outlook for easy handling of customer Email, Tasks and Appointments. Quotes and Invoices can be free-text paragraphs with a price for each or they can be created by selecting items from a Parts database of items that you sell. -
38
Knight
Knight SaaS SCRM
Track visitors behavior to find the most suitable marketing channel. Monitor the effectiveness of marketing activities across channels by analyzing the exposure, access, and user acquisition of marketing content across those different channels. Integrate all touch point data from different user path ways. (e.g. official website, WeChat, email, content marketing, exhibitions) to achieve cross-channel attribution. Compare customer acquisition and conversion effects of each channel, allowing marketing strategies to be optimized in a timely manner. Online form - automatically collate the information when a customer completes an online form and add the customer to the contact list. Knight supports different types of forms to suit various marketing scenarios, such as advertising landing page, official website registration, event registration, etc. Identifiable QR code - embed a QR code in emails, articles, offline materials etc. to monitor call-to-action activities. -
39
ConfirmKit
ConfirmKit
ConfirmKit is the modern user research platform that helps you and your team to talk to users in an approachable and efficient manner. Now everyone in your organization can meaningfully contribute to making your products better. Identifying patterns and trends between interviews can be a time consuming effort. Let us do it for you. Now you can focus on your users and we'll show you the patterns. Creating an interview guide, reviewing notes, and remembering all the little details before you start an interview can be error prone. We've got you. With ConfirmKit, you only need to prepare once. Our platform systematizes your user interviewing process. Say good-bye to monotonous work. No need to copy/paste a document, dragging files into folders, or duplicating effort. Enhance your research from online chat, e-mail, online forums, existing research, and any place you can think of.Starting Price: $29 per month -
40
TEAM UP CRM
Evolution Technologies
Team up is a social CRM that provides user-friendly functionalities for managing clients'/customers' information and related documents, tasks and meetings with super-fast search engine capabilities which allow users to access any information in a few seconds and Reports & BI tool to monitor and analyze your business. Associate important emails with the relevant customers/clients and view all emails related to one customer/client in one click. Attach and categorize documents with the relevant customers/clients view all documents related to one customer/client in one click and check-in and check-out to record a version history of documents versioning. -
41
Maple CRM
Denisys Technologies
Avoid manual data entry and connect Maple CRM with your website, landing pages and any other lead generation platforms via integrations. Configure automatic lead assignment to your team based on segment, subject matter expertise or in round-robin fashion. By automating workflows your team can focus on the work, rather than the processes that supports them. Maple CRM allows you to define workflow, the stages, and the conditions to be met before moving from one stage to other. This allows you and your managers to focus on their job than ensuring the accuracy of your team members. Maple CRM ensures role-based access control with privileges that defines a set of actions that can be performed within the CRM system. User profiles supported Maple CRM ensure that users have permission to only the relevant features in CRM - various features, functions. There is also Multigroup access that allow you to extend the data/team-level access to multiple user groups/branches of your organization.Starting Price: $3 per month -
42
Anthill CRM
Anthill
One solution to manage your entire customer journey. Streamline your process, make smarter decisions, and accelerate growth. Fully customizable to work your way! Automate repetitive tasks to reduce costs. Impress and inform customers with professional and personalized communications. Learn from prospects and customers using feedback emails. Create unique dashboards for every team. Use filters to get the information you need. Drilldown to customer-level data and full notes history. Easily export for further processing. Are you trying to piece together reports from different tools with multiple login details and different support teams in order to understand your business? The larger your tech stack, the more unstable your business becomes and it can soon come crashing down. Anthill gives you instant control and visibility across your entire company, with one clean and easy-to-use interface.Starting Price: $45 per month -
43
SEGMENTAIL
Status2
SEGMENTAIL is a 100% CRM platform oriented to the current omnichannel retail from where you can make sense of your clients' data and use it to provide personalized experiences throughout their customer journey. Automatically imports data related to your clients, transactions, and promotions from different sources such as ecommerce platforms, POS software, contact managers, etc. Analyze the information in a unique profile per client, online and offline, unified. Transform raw data into customer segments to interact with. Use the segments generated in SEGMENTAIL to personalize your marketing campaigns, offer fully personalized shopping experiences, and generate better results. Each client is different. If you want to have meaningful interactions with them, you have to know more than their basic information. SEGMENTAIL offers you all the necessary tools to communicate with each client. -
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Kontava
Let Us Geek
Kontava is an online business management and electronic invoicing solution designed to simplify daily operations for small organizations. Built on Dolibarr, it offers an accessible way to manage quotes, invoices, accounting, point of sale, and customer data in one platform. The solution is fully online and available on both smartphones and computers, allowing users to work anywhere. Kontava makes it easy to create, send, and electronically sign quotes, then convert them into invoices in just a few clicks. It includes data backups and secure hosting in France to protect business information. Users can start with only the modules they need and expand as their activity grows. Kontava focuses on simplicity without sacrificing powerful ERP and CRM capabilities.Starting Price: 99€/year -
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Sapientech Software Suite
Sapientech
Built on Microsoft technology, Sapientech Software Suite Dynamic Content Management is the ultimate in contact management and tracking. Going far beyound the capability of Microsoft Outlook, Sapientech Software Suite Dynamic Content Management provides the user with a rich platform that can be customized to fit the user's needs without having to change the way in which they conduct business. The user friendly interface ensures that even the computer novice can easily navigate the application like a professional. With Sapientech Software Suite Dynamic Content Management you can - Manage all contact information fron one central location (database) - Upload emails, documents, graphics, etc. - Sort clients by either last name or company name - Define new forms and database fields using the form editor - No programming experience required - Automatic version control for attachments - Create, store and track notes and attachments related to a particular client -
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Merlin CRM
Merlin Business Software
With Merlin you get unlimited company and contact records, which alongside the standard fields you would expect from a CRM system, Merlin allows for approximately 40 user-definable (customisable) fields. With this you can store and report on the information you want. Tired of clicking through screens to find the relevant windows, Merlin has an intelligent, dynamic menu, which will predict and show the options you’re most likely to need next on any given page. With its fully integrated approach, Merlin records all activity against the relevant contact, so there is no duplication of data and you get a full historical archive. The Customer Relationship Management (CRM) module allows for a proactive sales force to have their diaries automatically populated with appointments scheduled for the next month, week, day or a given date range. This also works with your Accounts and Purchasing teams chasing payments or deliveries respectively. -
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Ambassador Relations Tool
Konfactory
Easily centralize customer basic information and negotiation/response history. Data items can be freely customized according to customer data types in various industries. An effective approach to keep active customers. Automate various marketing measures such as pop-up questionnaires on the site and guidance to arbitrary campaigns . You can easily send a customer satisfaction survey questionnaire email with a template for each industry. Step mail can be automatically sent for specific customer actions in the scenario settings. RFM analysis is performed from the customer's purchase history and usage behavior, and it is automatically grouped into 6 ranks. You can take measures according to each rank.Starting Price: $217.26 per month -
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Mothernode CRM
Mothernode
Mothernode is an all-in-one cloud-based CRM solution designed for small and mid-sized businesses across a variety of industry verticals. Mothernode CRM helps companies manage and automate their sales and marketing processes as well as establish a complete business platform to run their businesses on. From tracking and nurturing sales leads to creating quotes and invoices, Mothernode CRM offers a variety of solutions, available in different editions that meet your requirements and budget. Because Mothernode is an all-in-one CRM, it helps businesses save time and money by allowing all users to share information such as emails, documents, notes, tasks, calendars and more, across all departments, in real-time. Mothernode improves collaboration, increases productivity and reduces redundancy. Other efficient solutions include integrations with Outlook and Gmail, as well as iOS and Android devices.Starting Price: $24.99 per user per month -
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SmartShare
EASI
The flexible Collaboration Suite for efficient teams. SmartShare brings all crucial information about what's going on together in one single, centralized system. The famous Company Overview feature shows all possible information about a customer in one single screen: ongoing projects, deals, contracts, offerings, etc. SmartShare brings structure in the way people work and share information. Collaboration between colleagues and teams is drastically improved thanks to the centralization of information in the shared environment. Customers report a time gain of 1h per day per employee. An advanced integrated access rights management system allows to make sure that information is only accessible to persons with sufficient access rights. Access rights can be managed at multiple level: individual, team, binder, project, document, etc. Emails are managed in the shared environment, which brings a huge productivity gain and efficient collaboration. -
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Pinpoint Works
Pinpoint Works
Everything you need to communicate and coordinate your work, snag and punch lists. If you're tired of information getting lost in emails, scribbling in notepads, and co-workers working from various spreadsheets, then Pinpoint Works is the perfect custom solution for your project. Pinpoint Works turns your site plan into a live, interactive work list solution. Keeping project management simple for faster adoption by teams around the world. One simple system can bring the pieces together to better manage your property or yacht work lists. Whether it's a work, snag or punch list - or all three - start now and create a project history on one system. Ditch the spreadsheets. Toss the sticky notes. Stop searching for that email. Keep work coordination and communication simple. Customize your site and start tracking the information you need on the device you want. Create a communal space for your team to share knowledge.Starting Price: $210.00/year
