Alternatives to InStream
Compare InStream alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to InStream in 2024. Compare features, ratings, user reviews, pricing, and more from InStream competitors and alternatives in order to make an informed decision for your business.
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1
monday sales CRM
monday.com
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. -
2
HubSpot CRM
HubSpot
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. -
3
C2CRM
Clear C2
At Clear C2, we understand that different companies have different business requirements. We designed C2CRM to allow you to choose only the functions you need. Our CRM system is a cost-effective solution that will grow with your business. C2CRM consists of four modules that integrate to provide a comprehensive CRM solution: Relationship Management, Sales Automation, Marketing Automation, and Customer Service. Only buy what each user needs. The C2CRM Relationship Management module is the core of our solution. It consists of all the logic you need to manage your business relationships effectively and a mobile app to keep your sales team informed while on the road. Get a 360-degree view of your accounts, contacts, and activity with built-in dashboards, workflow automation, and reports. -
4
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. -
5
CallShaper
CallShaper
CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions. -
6
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.Starting Price: $14/month (billed annually) -
7
Keap
Keap
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).Starting Price: $40 per month -
8
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 -
9
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.Starting Price: $9 per user per month -
10
Weave
Weave
Weave is the all-in-one customer communication and engagement platform for small business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local businesses attract, communicate with and engage customers to grow their business. The first Utah company to join Y Combinator, Weave has set the bar for Utah startup achievement & work culture. In the past year, Weave has been included in the Forbes Cloud 100, Inc. 5000 fastest-growing companies in America, and Glassdoor Best Places to Work. -
11
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. -
12
Smarter Contact
Smarter Contact
Smarter Contact is the #1 rated and highest converting all-in-one communications platform for real estate professionals. From one-to-many texting and voice campaigns to one-to-one messaging, we help you manage your conversations better in one place. Schedule and send daily text and voice message campaigns with no daily sending limits and no sending restrictions. Text and call from your same business phone number to unlimited markets at no additional costs. We simply deliver better value, support, and training – guaranteed. Experience blazing-fast 10 DLC approval times and join 10,000+ happy customers today with a free 7-day trial!Starting Price: $149 per month -
13
Capsule
Zestia
The smart simple online CRM. Build stronger customer relationships, make more sales and save time. Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences. Feel in control of your sales as you tailor your pipeline to match your sales process and easily spot the deals in need of attention and those about to land. Make more informed business decisions as you easily spot the activities having the most impact on your sales figures with our insightful reports. Shape Capsule around your teams so they only see the information they need. Focus their activity and report on their progress. Capsule works seamlessly with popular applications such as G Suite, Mailchimp, Xero and many more. With caller ID and a reminder to make a note in your CRM after a call, Capsule Mobile keeps you organized wherever you are. Access all of Capsule on Android and iPhone.Starting Price: $18 per user per month -
14
GoldMine CRM
GoldMine
GoldMine has removed the headaches of many CRM platforms. Because our interface is so common, your employees will feel right at home. Less time training means more time doing. Don’t “rent” your CRM System when you can OWN it and save BIG. Most companies save up to 70%. With one easy payment, its yours…forever! Take control, save money and have peace of mind you will never get “shut off”. CRM becomes much more powerful when you combine it with other powerful apps. Our cloud option will give you universal access with one login. Here are some popular Add-On applications. It’s your data and you need to keep it protected. We understand that. That’s why we have partnered with leading hosting providers who back up your data, protect it from intrusion and are compliant with certain data storage practices.Starting Price: $60 per user per month -
15
SMART Software
SMART
Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.Starting Price: $74.99 -
16
Lusha
Lusha
Lusha helps business professionals establish a fast and true connection with their leads, contacts, and candidates. B2B engagement is based on trust. Lusha helps you build that trust using simple tools which allow you to enrich and verify business profiles. Today, over 800,000 sales representatives, recruitment managers, and marketers transform the way they engage with their leads, contacts, and candidates by using Lusha on a daily basis. Our customers range from small and medium businesses to enterprises including Google, Amazon, and Apple, to name but a few. Use our razor-sharp filters to get your list of 1,000 prospects in one go. Easily build your lists with accurate and actionable data on each single prospect. In one click, export lists to your CRM and put your workflows on autopilot. Install Lusha on your browser to get instant contact and company data on all the people you want to reach, right where you work: LinkedIn, Salesforce, or any company website.Starting Price: $0 -
17
ZoomInfo Sales
ZoomInfo
Maximize productivity, accelerate pipeline and reach the revenue potential you didn’t imagine possible with ZoomInfo Sales. 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. -
18
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.Starting Price: $25.00/month/user -
19
Salesflare
Salesflare
Simple yet powerful CRM for small businesses selling B2B. It automates your CRM from existing data to build better relationships and make more sales. A fast, visual and easy-to-use sales machine. Built on happiness with the latest tech, by humans for humans. Don’t worry about storing telephone numbers, email addresses or postal addresses for every customer anymore. No more searching for LinkedIn profiles. Salesflare gathers this information from emails, email signatures, social profiles, and more. Everything automatically appears in your address book. Don't know where to email them? Based on their first name, last name and company, Salesflare will find their business email address in a matter of seconds. Stop losing time on reporting what you’ve done. Salesflare connects to your calendar and mobile phone to log your meetings and phone calls with customers for you.Starting Price: $30/month/user -
20
Funnel CRM
Funnel CRM
Never miss closing a deal, or following up with a customer again. All growing businesses run into the same fundamental problems. Losing track of your leads, buried under email, forgetting to followup. The good news? Funnel solves them all. Try Funnel CRM free for 14 days. A simple CRM software to track leads, manage follow-ups, less data entry, more sales. Its that quick and easy. Use our simple form builder to create contact forms. Paste the code you get into your website, done. Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox. Know when your messages have been viewed by your customers. Awe your customers with professional, well-formatted proposals. Multiple currencies supported. Funnel builds and maintains your contacts database, based on the information they provide through the contact forms. No effort required. You can use your favorite email client or mobile phone to reply to your customers.Starting Price: $10.00 per month -
21
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 -
22
EliteDealers
Elite Dynamics
Complete management of your customer service department from engineer service tickets to customer portal management. Support your sales function from initial lead through to appointment, and beyond. Easily transform your customer relationships and significantly reduce your administration time. Easily access the data and information you need, whenever you need it to achieve objectives & goals and support business growth. Easily fully manage the quote, order & invoice process within your holiday home dealership. Allocate your engineers’ workloads and have full visibility whilst empowering your team to complete jobs, re-allocate or upload photos where required from any device, even whilst offline. -
23
LeadDelta
LeadDelta
Reclaim the power of your network to sell, hire, and grow. Amplify your sales, hiring, or fundraising efforts by tapping into the untapped potential of your teams’ collective network. Organize your LinkedIn contacts in one place, a single table, with no clutter. A smart LinkedIn inbox with you in charge. Save time and never miss a crucial conversation. Create messages with AI writer, translator, and spellchecker. Go beyond your network, unlock contact details, and supercharge LeadDelta with new connections. A single workspace for your company’s relationships. Choose between manual and automatic updates. Download your contacts with 15+ data points + tags/notes via a CSV file. Centralize your network no matter the platform & enhance your contacts with custom data. Seamlessly integrate HubSpot into your networking activities. Seamlessly send data into your existing apps and CRMs. A single workspace for your company’s relationships, onboard your team today.Starting Price: $34 per month -
24
Jobin.cloud
Jobin.cloud
Simplify prospecting efforts by automating LinkedIn profile-searches and imports. Finding and actively engaging with the right people is the first essential step of any business. However, browsing on social networks tends to be long and frustrating without the support of proper automation. Import in FULL (not just Name and Role) hundreds if not thousands of potential leads, in just one click, be it people, or companies. Remain untracked by LinkedIn, and surpass the limits of what regular users can do. After enabling Auto Import, just viewing a profile is enough to fully import them into your Jobin repository. Everything gets seamlessly merged, so instead of ending up with duplicates, you've fully updated them instead. LinkedIn profiles are definitely rich with useful information, but not always do they have everything; more often than not, emails, phone numbers, and other social media profiles are kept private or not mentioned.Starting Price: €7.99 per month -
25
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 -
26
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 -
27
Colabo
Colabo
Gather all the necessary information in real-time across internal data sources to create the shopping profile with information from social sources and partner services. Suggest personalized solutions for each of your consumers so they know you see them as individuals. Bots learn how to identify a cat by analyzing millions of cat photos and are then able to recognize one in seconds. Once the image is not of a cat, the bot will fail. Where technology lacks, there’s a need to rely on human beings to help consumers answer their requests. Colorado knows how to route the conversation between the bot and the human associate so it will remain flawless. Colabo provides tailored recommendations and suggestions using assisted intelligence so that associates can perform tasks better and faster so that every associate shines as an expert. -
28
Xapsys CRM
Xapsys
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 -
29
WinMan ERP
WinMan ERP Software
A highly capable solution, WinMan ERP software supports your business processes. WinMan provides visibility of data across the business empowering people to make informed, timely decisions. WinMan increases productivity, profitability and efficiency whilst reducing waste and duplicated tasks. WinMan provides a framework that allows you to adapt while you grow. WinMan supports companies that have both complex manufacturing & distribution requirements. If you’re currently considering your options with systems, please come over to our stand to discuss your project. Both B2B and B2C companies can also benefit from the seamless integration of the WinMan system to customer portals, ePOS and e-Commerce websites. Certain features can also be accessed remotely using our WinMan Go application, which acts as an extension to the core ERP system. -
30
Fat Free CRM
Fat Free CRM
Fat Free CRM is an open source Ruby on Rails-based customer relationship management platform. Out of the box it features group collaboration, campaign and lead management, contact lists, and opportunity tracking. My thanks go to early adopters, beta testers, and open source enthusiasts for overwhelming positive feedback, words of encouragement, and inspiration. Keep your ideas coming! The project goal is to spur CRM innovation by providing clean code base that can be easily extended by developers. Check it out and fork away! An open source CRM designed to be highly customizable; elegant in simplicity. Grab the code from GitHub, and deploy it to your favorite host. Fat-Free CRM is open source Ruby on Rails-based customer relationship management (CRM) platform designed for small teams. -
31
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 -
32
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 -
33
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 -
34
FIREBusinessPlatform
1400degrees
Establish and organize your businesses’ customer and contact information, which is the cornerstone to sales, marketing, and support activities. Harness the power of marketing automation and improve your business engagement from awareness, through purchasing to advocacy. Achieve greater efficiency and business velocity by leveraging team collaboration for all sales, marketing, and support activities. Remove the boundaries of distance, by adding the power of face-to-face video conferencing to all your sales, marketing, support, and business activities. Harness the power of marketing automation. Improve your business engagement from awareness, through purchasing, to advocacy. Achieve greater efficiency and business velocity by leveraging team collaboration for all sales, marketing, and support activities.Starting Price: $19 per month per user -
35
Salesforce Essentials
Salesforce
Essentials offers sales and customer support software in one app. Think of us as an extra pair of hands — multiplied by 1,000. Organize all your customer data in one app. Track your sales process — from call to close — all in one place. Support your customers across phone, web chat, social media and email. Run your business from your phone. Build real-time reports and dashboards to visualize key business metrics. Sync with tools you already use, like Dropbox, and DocuSign.Starting Price: $25 per user per month -
36
EliteManufacturers
Elite Dynamics
Create and monitor your aftersales & work tickets with full visibility over the process across all customers. Monitor your customer aftersales tickets with the ability to mobilize your teams whilst providing them with all the necessary information. Reduce manual time spent on managing your engineers and empower them to take control of their jobs whilst on-site whether online or offline. Gain end-to-end visibility of the customer journey from lead to invoice with full control over every step in the process. Reach your customers in real-time and whenever required with the method that best suits them. All whilst receiving back actionable and reportable data. Reach your customers at critical moments based on customizable triggers whilst gaining insights into the best methods and times to reach them. Gain the ability to make quick and impactful business decisions with a detailed breakdown of data or top-level overview. -
37
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 & chatStarting Price: $9.95 per user/month -
38
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 -
39
Dex
Dex
Dex is a personal CRM that reminds you to keep in touch with people you would otherwise forget. Bring together LinkedIn, email, calendar, and contacts to build stronger relationships. Dex brings together LinkedIn, email, and all your daily tools. Keep in touch, remember where you left off, and see everyone you know. Manually keeping track of who you've met takes time you don't have. You're wasting time copying and pasting. It's even harder to keep your contacts up-to-date. Dex lets you connect to LinkedIn and other sources in minutes. New job titles will be synced automatically. Spend less time on data entry and focus on what matters — building relationships. Dealing with heavy, complicated systems like Salesforce is overkill for keeping in touch. Your relationships don’t belong in a sales CRM. Spend less time navigating menus and seamlessly pick up where you left off. Dex will let you know when your connections change their title, providing the perfect opportunity to reach out.Starting Price: $12 per month -
40
Microsoft Outlook
Microsoft
Connect. Organize. Get things done. Email, calendar, contacts all in one place. Work efficiently with email, calendar, contacts, tasks, and more—together in one place. Office integration lets you share attachments right from OneDrive, access contacts, and view LinkedIn profiles. Book conference rooms and track RSVPs for meetings right from your calendar. Make plans and coordinate schedules by sharing calendars and seeing when your coworkers are available. Get peace of mind with enterprise-grade security trusted by many of the world’s largest organizations. Outlook works around the clock to protect your confidential information, without getting in your way. Outlook anticipates your needs. Travel and bill payments are automatically added to your calendar, and intelligent reminders help keep you on track. Search helps you find information quickly. -
41
OutreachCRM
Outreach Software
We have been helping businesses and organizations throughout NZ for 20 years so it's safe to say we know quite a bit about contact management. Based in Dunedin, NZ, we started Outreach Software Limited back in 2002, providing online contact relationship management solutions for small businesses. Right from the get-go OutreachCRM was built as an online solution, a simple way to keep track of your contacts, clients, customers, members, donors, and whatever contact lists and groups you need to manage. Easily add, manage & track all the info you need about your contacts, customers, members or donors. Capture the information important & relevant to your business with custom fields. Record data as drop-down lists, free text, multi- choice or date fields. Group or tag your contacts into categories to create contact lists, identify target markets or communicate with groups. Connect your contacts & define the relationship.Starting Price: $50 per month -
42
Highrise
Highrise
Highrise, a CRM solution, enables users to track communication with clients and monitor the status of deals and relationships. Highrise allows users to import contacts from Outlook, Gmail and Excel. Highrise enables users to add notes and comments to contact details. Highrise also features task management functionality that allows users to create tasks, add reminders to projects, and view tasks by company, contact or project.Starting Price: $24.00/month -
43
Nimble
Nimble
The Simple, Smart CRM for Office 365 and G Suite Teams. Skip the set-up. Nimble is the only CRM that builds itself for you. Thousands of teams are already working smarter everywhere with Nimble. Nimble gives you everything you need to organize your contacts. Build relationships, find opportunities, and reach your goals. Today Page organizes your pipeline, social signals, appointments, and tasks in one intuitive dashboard. Automatically combine contacts, social media connections, communications, inboxes, and calendar appointments with over 160 apps and CRMs into one unified relationship manager. Easily locate contact information and team's interaction history to access a 360-degree view of your customers and leads. You can also add notes to a record, update deal status, and access social handles.Starting Price: $19 per user per year -
44
Relenta
Relenta
Most people struggle with tasks when there are too many apps and tabs open and notifications are screaming at every corner. It’s not easy to keep track of thousands of emails and interactions. It’s even harder when you have to fill out endless CRM forms. Instead of solving customer problems your team members are trying to figure out where the last customer conversation left off. Get an instant real-time 360 degree view into each relationship via Contact Timeline. Communicate with your client base without losing a personal touch. Collaborate, delegate, and see the status of each task without leaving your inbox. Your customers don’t like being passed around. CIM puts everyone on the same page. Sort your contacts into groups and apply Get Things Done productivity workflow to emails and conversations. With an easy-to-use interface, everything is no more than one click away. With email marketing built in, you can send the same email to multiple customers and make it highly personable. -
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Karani
Karani
Stay organized, track your finances, and build better relationships using Karani. With Karani, it's easy to track your finances. Add or import your gifts and pledges with Karani so you always know where your funding is at. Fundraising is all about relationships. Use Karani to remember all the calls, asks, letters, thank you's, meetings, and interactions you've had with the people in your network. Spend less time figuring out what to do next. Keep your fundraising to-do's in Karani and say bye-bye to messy paper to-do lists forever. Store the contact information of your donors, prospects, and everyone else who matters in your fundraising. Since Karani lives in the cloud, you can access this information with an internet connection anytime, anywhere. The Karani support team is made up of former fundraisers who've experienced the pain, privilege, difficulty, and joy of fundraising. We know what fundraising is like and we know the ins and outs of Karani. -
46
Evercontact
One More Company
Let Evercontact keep your address book up-to-date, magically creating new contacts and updating existing ones. More than 40% of the average address book changes within 3 months. Evercontact ensures you always have the latest contact info. Evercontact extracts contact info from the email signatures in your incoming email. Our service creates new contacts for you and also auto-updates any changes to your existing contacts. Our subscription plans allow for unlimited contact updates, multiple email accounts, centralized address books, CSV downloads and CRM integration. Your personal information belongs to you and you alone. Evercontact is GDPR compliant when it comes to user security and data privacy. Our service is available for Gmail, Outlook and Office 365.Starting Price: $5.00/month/user -
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JeffreyAI
JeffreyAI
JeffreyAI is an AI-driven business automation software designed to enhance sales and marketing efforts. It offers solutions for lead generation, email automation, social media posting, WhatsApp marketing, and SMS marketing. Additionally, it provides tools for organizing workflows, engaging clients through dynamic capabilities, and automating various tasks to transform business strategies. By integrating advanced AI features, JeffreyAI aims to streamline operations, improve efficiency, and drive business growth, allowing users to focus on relationship building and deal negotiations. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead GenerationStarting Price: FREE -
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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 -
49
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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SalesOptima Stratus
SalesOptima
SalesOptima is ideal for anyone or any business that doesn't need a complete CRM software application. Our fully integrated, web-based contact manager contains all of the tools necessary to run a small business. Your homepage will offer convenient access to all of your contact information so that you can seamlessly manage and interact with your contacts. It's accessible from any computer or mobile device, so you'll never be stranded without all of your vital business information. Our Sales Optimization tools allow you to get more work done in less time. SalesOptima gives you the ability to create multiple web forms and use them to collect data from your website, initiate sales and workflow automation campaigns, and more. You'll have total control over the time between workflow events, so that you can create and maintain customized sales, marketing and customer service processes.Starting Price: $39 per month