Alternatives to PlanPlus Online

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

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    monday.com

    monday.com

    monday.com

    Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.
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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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    Planfix

    Planfix

    Planfix

    The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.
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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 sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all y
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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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    Keap

    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).
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    Starting Price: $40 per month
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    Weave

    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.
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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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    TopBuilder

    TopBuilder

    TopBuilder

    More than a CRM, TopBuilder is the leading provider of preconstruction, sales, and marketing software for contractors of all types and sizes. TopBuilder is the first Construction CRM that helps increase collaboration, communication, efficiency, and profitability throughout your entire sales process. Experience the next breakthrough in construction software. With our new mobile functionality, you get all these wonderful benefits anywhere at any time. Experience the new industry standard with TopBuilder. When it comes to finding new leads and keeping track of your sales pipeline, you need a CRM system that is easy to use and provides you with the ability to segment your leads. TopBuilder’s CRM makes it easy to keep track of your construction projects and sales pipeline. You can easily see which projects are in progress, which ones are complete, and which ones are at risk. The software also allows you to segment your leads by location or type of project.
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    Starting Price: $55.00/user/month
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    Top Producer CRM

    Top Producer CRM

    Top Producer Systems

    The new Top Producer CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. A real estate CRM needs more than just contact management, Top Producer includes features like MLS data, email, websites, text, intelligent insights, and automated marketing to keep you top of mind. Aside from dozens of integrations helping you maximize your day, Top Producer offers a library of expertly written conversion campaigns, transaction workflows, situational templates and more. Stay close to contacts with an impressive 360 view while the CRM uses social media insights to update your contact profiles with the latest photos, interests, jobs and locations. Keep viewings organized MLS Property Insights that track each client’s listings shown, viewed, interested in, or inquired on. Simplify your process with dynamic workflows - action plans for new leads to closed transaction that update as tasks complete, minds change or dates.
    Starting Price: $109/month/user
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    IXACT Contact

    IXACT Contact

    Elm Street Technology

    IXACT Contact is an easy-to-use real estate CRM that gives you all the tools you need to manage your contact information, keep in touch communications, active business, and online presence. All in a single, easy-to-use solution. With our unique marketing automation and content, IXACT Contact helps you become the real estate professional that past clients never forget and prospects choose to work with. Agents who use IXACT Contact see an average increase in their GCI of 55%.
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    User.com

    User.com

    User.com

    User.com is a full-stack marketing automation software for all your messaging and relationships with customers. User.com is a single platform with many features providing you with easy-to-use, robust tools for marketing, sales, and support teams. Use the various features to send consistent communication to your customers across a variety of channels, from email marketing, live chat, web and mobile push, SMS messaging, call centers, and more, turning every visitor into happy customers. See every piece of data and measure everything with all activities organized in a single place, that can be customized to show only essential metrics as you determine, to make actionable decisions easy. Ready to check it out? Sign up for a free demo trial now at User.com →
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    Starting Price: $249.00/month
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    Less Annoying CRM

    Less Annoying CRM

    Less Annoying CRM

    Less Annoying CRM is a basic contact chief developed from the beginning private companies. Deal with your contacts, drives, notes, logbook, to-do's and that's only the tip of the iceberg, all from one straightforward web application. Our item is established on three center standards: straightforwardness, reasonableness, and exceptional client benefit. All clients get a boundless free 30-day trial to thoroughly test each part of the CRM, and client benefit is constantly free through the telephone and email if clients have questions.
    Starting Price: $15.00/month/user
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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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    SpinOffice CRM

    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
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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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    RealSavvy

    RealSavvy

    OJO Labs

    We build beautiful, easy-to-edit websites that help form the foundation of any successful real estate marketing plan. Drive traffic, capture leads and engage your site visitors. Agent-friendly CRM: View rich insights, manage marketing lists and automate lead routing to yourself or team with our fully-integrated CRM. Stay on top of your game with instant lead alerts and a robust client dashboard. Our unique, collaborative home search converts 9x more leads than other IDX solutions by making it easier for users to organize and socialize. Let us help you rank higher! From themes tailored to millennial buyers to bespoke luxury designs for top-producing agents and brokers, RealSavvy helps you market your real estate business like a pro. Easily create beautiful marketing pages for your listings and give your brand the digital boost it deserves.
    Starting Price: $299.00/month
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    Senegal Software

    Senegal Software

    Senegal Software

    CRM, finance, workforce management software, and more. Manage every aspect of your business. Pick the modules you need and begin saving time and money. Staffing Simplified Our founders have more than 20 years of experience in the staffing industry. During that time, they built, and rebuilt an internal platform that helped their team work smarter, not harder. One day a competitor saw what our founders built. She said that every other company in the industry was struggling to solve the very problems their internal platform had fixed. She suggested that they should make their platform available to everyone. In 2016 Senegal Software was born. The result is a modular platform that lets you run your business from anywhere, on any device. Today our software helps clients save time and money, all while increasing productivity. And we do not stop there – our team continuously works with clients to find new ways to automate and simplify staffing.
    Starting Price: $25-$55 month
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    Salesforce Essentials
    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
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    Airtable

    Airtable

    Airtable

    Organize your work your way with Airtable. An all-in-one collaboration software, Airtable combines the power of a relational database with the flexibility and ease of use of a spreadsheet. It works across platforms and devices, and syncs data in real-time. Users can choose from different formats to view the tasks at hand, including grid, calendar, Kanban, gallery, and forms.
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    Starting Price: $12.00/month/user
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    Tapdesk

    Tapdesk

    Ayulla

    Tapdesk is a CRM and leads search tool designed to streamline the sales process of every sales organization allowing more time and energy to closing deals. It is a tool built for sales professionals and organizations with sales team. Tapdesk is powered by AI and our Machine learning algorithm provides you with relevant data to increase your productivity and cut out waste. We have a unique search capability that allows users to find decision makers and potential customers based on multiple criteria. Tapdesk is designed to find leads that are relevant to your business and current in your niche. A complex process involving several computational steps, Tapdesk AI is engineered to make it both reliable and fast. This experience is quite incredible, we simply call it genius.
    Starting Price: $9.99/month/user
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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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    Avidian Prophet CRM

    Avidian Prophet CRM

    Avidian Technologies

    Context switching saps productivity. Avoid switching between Outlook and your CRM. Keep teams flowing without throwing unnecessary speed bumps in their way. Start closing more deals and improving customer relations today. We have helped thousands of companies streamline their business processes through Prophet CRM. Take the first step and join us for a demo today. Your team is in Outlook all day long, shouldn't your CRM system be too? Prophet CRM is easy for sales & marketing teams to start using since it's built into a platform they are already using - Outlook. Personal onboarding from our team of dedicated project managers ensures effortless adoption in your organization. Enjoy a 2-hour SLA with our Gold Support plan. All support staff are US-based full time employees. Founded in 2002 in the Seattle metro area of Washington state, Avidian is an employee-owned company that provides a CRM solution embedded directly within Microsoft Outlook.
    Starting Price: $55 per month
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    Boston Logic Platform

    Boston Logic Platform

    Boston Logic Technology Partners

    Take your real estate business to the next level with Boston Logic Platform! As an innovative rental estate inventory management system, Boston Logic Platform provides secure web-based login capabilities, easy to edit web pages, intelligent marketing automation, and fully integrated customer relationship management (CRM) solution. By leveraging Boston Logic Platform, users can grow and build stronger relationships with their clients. Other useful features of Boston Logic Platform include market reports, email marketing, pay-per-click (PPC), deal tracker, custom design and templates, IDX search, listing management, and more.
    Starting Price: $39.00/month/user
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    Kunversion+

    Kunversion+

    Inside Real Estate

    The most powerful lead acquisition and relationship manager solution for top producing teams and agents JUST GOT BETTER. The original Kunversion platform is trusted by over 40,000 real estate professionals across the US and Canada and captures over 500,000 buyer and seller leads per month. With the new Kunversion+, your team can drive more business than ever before! Since 2011, Kunversion+ plus has been the industry leader in IDX websites, lead generation, & automated follow-up. We have helped top producing agents and teams generate millions of leads and close thousands of deals. The new Kunversion+ is packed with even more tools and features to help agents and teams thrive. Kunversion+ offers multiple modern responsive themes with powerful customization features. We have 99% USA & Canadian IDX coverage. Put your best foot forward, and make every listing look brilliant.
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    Optima-CRM

    Optima-CRM

    OptimaSys Group Spain

    CRM or Customer Relationship Management is a very broad term. Optima-CRM is the real estate software focusing on practically proven processes that allow you to take and keep control over your business and your teams. Designed for very experienced users and novices altogether. Optima-CRM covers all types of real estate & transactions. You can finally handle any transaction related to residential-commercial-industrial-land in one place, from any device at any time. Whereas other solutions stagnated, Optima-CRM is in constant evolution, integrating new functions constantly based on market changes and trends from around the globe. Our international users define where we are heading next! Our solutions are available in all the main languages so you can work in the comfort of the language you best manage. Furthermore our support team is multilingual to better assist you by phone, email, chat, tickets or in person, whenever you need us.
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    Bhoomi

    Bhoomi

    ABC Info Soft

    A complete integration of system across departments in a real estate organization. A fully integrated system that can also be modularized to streamline and automate business and operating processes and help make better business decisions. Bhoomi is multi-module application software that integrates activities across functional departments, from Product Planning, Material Purchase, Inventory Control, Contractor Management to Project & Construction Management. The objective is to make the entire operations of the company system-driven, rather then personnel drove. With the rapid growth of the infrastructure sector in India, real-estate companies are facing enormous pressure in retaining specialized manpower. Bhoomi ensures uninterrupted working of the operations, even in such high mobility environment. Bhoomi Construction ERP Software provides you with all needful data & information quickly whenever needed thus, eliminating the need to dig yourself through piles of paper.
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    Respacio

    Respacio

    Respacio

    The Respacio Real Estate CRM is a powerful system to manage the relationships between your real estate business, buyers, vendors, properties and the various processes of sales and marketing management. Integrate your advertising with multiple websites, portals, social media and more. Instantly view all sales pipeline details to increase efficiency and start nurturing faster. Improve the productivity of sales associates with streamlined workflows and task automation. Create unique designs and load fast across all devices. Work in different languages across servers in any countries for the best possible local SEO rankings. Increase conversion rates of visitors to enquiries. Distribute properties in multiple language to hundreds of global real estate portals. Quickly build new feeds compliant with any other system on the market. Accept incoming feeds and properties from partner agents, MLS systems and any other marketing source.
    Starting Price: $29.00/month/user
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    Propertybase

    Propertybase

    Propertybase

    Ideal for agents, teams and brokerages looking to increase their productivity. Discover how Propertybase helps you turn leads into life-long clients. Propertybase and Lone Wolf offer the industry’s most comprehensive suite of tools including CRM, Back Office, Lead Generation, Marketing & More making every step from search to sale an intelligent and seamless experience. See how we pair IDX websites, CRM, and back-office tools that help real estate professionals meet the demands of today’s challenges. Technology will never replace the value of real estate agents. Propertybase provides the tools you need to automate time-consuming tasks, reach more consumers, and drive your business forward. Propertybase Salesforce Edition helps real estate businesses in 60+ countries grow with market-leading technology. Designed to drive collaboration and performance, Propertybase GO is the ideal software to grow your brand.
    Starting Price: $79 per month
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    Simple Sales Tracking CRM

    Simple Sales Tracking CRM

    Simple Sales Tracking

    Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts. Simple Sales Tracking was born out of a need that existed within our own sales team. Back in 2005 we tried a number of crm sales tools that were available, but each crm proved either too complex to use, difficult to learn, expensive or a combination of the three. Keep all your important files together and easily accessible by your entire team. The files can also be associated to your Sales and Contacts for quick retrieval. Keep on top of your to-do’s. A fully featured task management system that is also integrated within the Contact and Lead Management features. Forward any important email message to your personalized email address and it will automatically be stored in the system. In addition, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two will be created.
    Starting Price: $15 per user per month
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    EspoCRM

    EspoCRM

    EspoCRM

    Currently, the hotel industry is one of the fastest-growing, competitive sectors. As guests become more digitalized and price-conscious, building loyal relationships and attracting new guests becomes an increasingly complicated process. This is where hotel CRM software comes into play. The software allows you to improve all the aspects of your sales, marketing and customer service, and as a result increase customer experience. Be it booking engines, travel websites, web forms on your own site, emails, or calls – the CRM unites the inquiries coming from all these channels. It creates a complete guest profile and stores the history of communication and visits. The platform also streamlines your marketing campaigns by offering the tools to create data-driven, targeted outreach and promotional emails for your business and private guests. Apart from that, it brings transparency to your financial transactions, and automates the generation of quotes and invoices.
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    CentraHub CRM

    CentraHub CRM

    CentraHub

    #1 Custom CRM Software for Businesses. Boost your Growth by Automating Sales, Marketing and Service. Sales force automation tools to track, monitor and manage pipeline. Close more customers efficiently. Marketing automation platform for converting leads to sales with campaigns, email and more. Customer service platform for ticket management with SLA's across assets and service classes. Automate sales and lease of real estate assets intelligently with site visits, reservations bookings and possession. Reduce cost & equipment downtime while increasing team productivity with enterprise facilities & asset management. Dealership Management System (DMS) for simplified automotive inventory, marketing, sales and service management. Automate asset lifecycle across procurement, inventory tracking, transfers, maintenance and retirement of assets. Manage customers effectively with smart analytics for profiling, loyalty, trend analysis and order fulfillment.
    Starting Price: $10 per user per month
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    OSL Office
    Discover the capabilities of OSL Office, a dynamic real estate solution catering to a spectrum of needs, from single-office setups to expansive multi-office enterprises and real estate franchise groups. Tailored for residential, commercial, rural and business sales, our modular-based approach empowers sales teams to streamline operations and enhance sales performance. OSL Office seamlessly connects you with clients and suppliers. It integrates robust features such as relationship management, media and marketing tools, as well as transaction and financial management, effectively reducing administrative burdens and maximizing time efficiency. Experience the ease of access with intuitive real-time dashboards and AI technology, enabling effortless access to data and boosting productivity from anywhere.
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    ReFrame Engage

    ReFrame Engage

    WSD Digital

    Advanced conversational intelligence for unparalleled customer experience. Context-aware solutions to provide the best customer experience within a single powerful platform.​​ Services are enabled by seamless, and hassle-free multi-channel interactions with your customers.​ Empowered, context-aware interactions to build relationships with your customers.​ Engage is a platform that enables one-stop context-aware communication and collaboration for any industry looking to improve and streamline their customer interactions for any business services while driving great customer experiences. The solution empowers employees to deliver effectively from anywhere, anytime using any mobile device.​ A requirement assessment questionnaire that identifies your unique needs.​ Configure staff, departments, divisions, and locations, and appointment time-slot creation. ​Create service time-slots at the level of any entity (staff/dept/location) with intervals suited for your business or service.​
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    SuiteCRM

    SuiteCRM

    SuiteCRM

    SuiteCRM is the award winning Customer Relationship Management application brought to you by SalesAgility who are the authors and maintainers. The application is enterprise ready and completely scalable to suit any business size or business requirement. The application is fully customisable and can be tailor made to fit your current or future business processes. Most importantly the application is Open Source, so it’s completely FREE to use, with no limitations on users. Later this year SalesAgility are excited to be welcoming SuiteCRM 8 to the product family, the company’s biggest release since their inception in 2009. The move to SuiteCRM 8 will include fundamental changes to the UI and a new core framework.
    Starting Price: £95/month/unlimited users
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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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    Build Formula

    Build Formula

    Build Formula

    Build Formula helps with every step of the build from the sales process and project planning to material tracking and client communication. A comprehensive solution that has been built centered on the Real Estate industry’s needs for Management of construction projects. Complete Sales Management makes it easy to organize and grow your customer relationships with tracking, data visualizations for Sales, and more — all in one platform. Build Formula is your partner for stunning customer relationships. Now, close more leads with a highly streamlined process. Your system builds Your Business. Automate your construction process, boost productivity, and build an organized future for your real estate business. Process Build for Your Business.
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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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    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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    BrokerSumo

    BrokerSumo

    BrokerSumo

    BrokerSumo is a commission management cloud software for real estate brokers and teams. The software combines all the tools real estate professionals need to manage their office, financials, and agents in one easy to use platform. From onboarding new agents and managing and process agent monthly billings, through to customizing commission plans and closing fees, BrokerSumo does it all. It also syncs to QuickBooks for simple accounting.
    Starting Price: $45.00/month/user
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    TotalBrokerage

    TotalBrokerage

    Brokerage Management Solutions

    TotalBrokerage connects to every front-end website. We capture your online leads from any third-party portal, lead gen website, Facebook, or custom website to organize and track in one centralized location. The Marketing platform allows you to e-blast hundreds, even thousands of emails per day to your existing and prospective customers. With drip campaigns and a built-in HTML editor, staying in touch has never been easier. Transaction management allows users to create, edit and store all the necessary forms and documents. Track and report on all the contacts and vendors. Use the activity log for a centralized location of any pertinent information, such as inspections. All of your agents commissions will be automatically calculated in any way you want. Flat, tiered, or even fees, we handle any complex commission calculation. We even natively sync to Quickbooks Online or Quickbooks Desktop, so your accountant will stay happy. Track expenses down to an individual transaction or vendor.
    Starting Price: $399 per month
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    AscendixRE

    AscendixRE

    Ascendix Technologies

    AscendixRE is an easy-to-use, yet powerful CRM for commercial real estate brokers. It is highly customizable and easily adapts to your needs while being intuitive and straightforward. The CRM is built on top of Salesforce and takes into account the needs of commercial real estate firms. It means complete commercial real estate functionality in addition to world-class experience, security, and the up to date tools to boost the productivity of your brokers. A cloud-based CRM you can access anywhere and from any device. AscendixRE is built on top of Salesforce and converts it into easy-to-use and comprehensive CRM for commercial real estate brokers. Start using prospecting tools to mine targeted lists of contacts to make calls and send emails to. Get automatic reminders on lease expirations or when it is time to get in touch with your contacts. Easily monitor and plan your sales activities.
    Starting Price: $79 per month
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    The Real Estate Platform (REP)
    Improve lead generation with a powerful region website displaying all of your listings, offices and agents. Equip all levels of your organization with tools to manage transactions, improve productivity, support accountability, encourage cooperation and facilitate growth. Streamline operations with the ability to control listing publication, manage teams, track agent activity and productivity, monitor lead response times, create marketing for recruitment, and easily transfer agents, agendas, contacts and listings. Grow agent business with powerful lead, contact and listing management tools, like the agent productivity dashboard, on-demand and drip marketing campaigns, automated buyer follow-up, synchronized agendas, a mobile app, and agent cooperation manager.
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    onOffice

    onOffice

    onOffice GmbH

    The online-based real estate software onOffice enterprise is the product of years of software experience in terms of innovation, quality and reliability. Since 2001, onOffice has been an important part of the real estate industry. The software, created specifically for real estate agents, sets new standards in the field of brokerage and aims to simplify the working life of every real estate professional. Both the real estate software and the first-class web design offer are designed to help all real estate agents achieve a stress-free and organized daily brokerage routine. Over 35,000 users already rely on the secure, portal-independent and fully web-based real estate software. With its outstanding features - networked brokerage in the cloud, optimization of work processes, creation of websites and other marketing tools - it more than meets the needs of companies in the real estate industry.
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    Apto

    Apto

    Apto

    All of your most important data—like contacts, companies, and properties—organized the way you think and applied the way you work. Stay organized and save time with our cloud-based and relational commercial real estate software, built by and for brokers. A tab-based workspace with all your relationship details in one place, so you can make connections quickly and win more business. Reduce time spent clicking and scrolling with everything you need to make connections quickly—like strategic call lists and contact info—organized for you in one place. Professional-quality property websites with details auto-populated from your CRM that attract more qualified leads. Instantly create a unique property site and send the URL to your top prospects so you can get more qualified leads for your listings in less time.
    Starting Price: $89 per user per month
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    Wise Agent

    Wise Agent

    Wise Agent

    A real estate CRM that's simple, smart, and affordable. From initial outreach to the closing table, ensure every detail happens exactly how it should. Get instant access to everything you need to know about your clients. If you’re like most agents, you want to provide an amazing customer experience and build an incredibly successful real estate business. The problem is that most agents are still running their business the old fashioned way. They haven’t automated their marketing or transactions, and so they’re working too hard and leaving lots of money on the table. Wise Agent was built by agents for agents. So you can automate your business, convert more leads and actually live the lifestyle you came here for.
    Starting Price: $29 per month
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    Netty

    Netty

    Netty.fr

    The real estate solution. The creation of your website is offered, as well as the implementation of your software. You remain free. Netty ensures your complete satisfaction for a lasting collaboration. Netty is constantly evolving. You get all updates for free. Ultra responsive advisers, reachable by email or phone, always at your disposal. Exceed your business goals and gain efficiency with 100% web-based, comprehensive and intuitive software. Imagined and developed for you, real estate professionals, the all-in-one Netty solution allows you to manage your business and boost your communication. The Netty Mobile app is available free of charge for Apple and Android smartphones and tablets. It is operational even without an internet connection. With the right tools in the pocket, your performance in the field will be unmatched.
    Starting Price: $49 per user per month