Alternatives to Salesforce Essentials

Compare Salesforce Essentials alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Salesforce Essentials in 2024. Compare features, ratings, user reviews, pricing, and more from Salesforce Essentials 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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    Act!

    Act!

    Act!

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

    Shape Software

    Shape Software

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

    Pipedrive

    Pipedrive

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

    Lofty

    Lofty

    Featuring an AI-powered CRM, stunning IDX websites, and fan favorite tools like our Dynamic CMA and automated social media marketing (Social Studio), Lofty (formerly Chime) is an all-in-one platform known for its ease of use. Designed from the ground up for real estate professionals to drive more leads to close, our intuitive system ensures no matter how many years your agents have been in the business or their level of technical skill, they can easily step in and start using Lofty to generate results. Want an AI assistant that engages with leads 24/7 and learns as it interacts? We’ve got that. Want a geo-farming solution that helps you identify those hard-to-find seller leads in a specific neighborhood? We’ve got that too (it’s built-in). Want award-winning technology that understands how teams work and how to help you stand out from the competition? We’ve got all that and more. Want to close MORE deals FASTER? It's time for Lofty!
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    InfoFlo

    InfoFlo

    InfoFlo Solutions Inc

    Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price.
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    Creatio

    Creatio

    Creatio

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

    Freshsales

    Freshworks

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

    Close

    Close

    Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.
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    LeadsBridge

    LeadsBridge

    LeadsBridge

    LeadsBridge is an iPaaS solution that enables companies to enhance their omnichannel strategy by orchestrating their business data. LeadsBridge fulfills your integration needs, focusing on bridging gaps between advertising platforms and sales funnels, and delivering tailor-made integrations made upon your business needs. The LeadsBridge platform is suited for companies that want to streamline their advertising activities by integrating the marketing technology stack with Facebook & Instagram Ads, Google Ads, and LinkedIn Ads. With more than +370 out-of-the-box integrations available at the moment, you can easily connect your chosen software with your advertising platform, seamlessly synchronizing data for your marketing workflows. LeadsBridge main features include: - Lead Sync - Audience Targeting - Online to Offline Tracking - Platform to Platform - eCommerce Synchronization - Tailor-Made integration
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    1CRM

    1CRM

    1CRM Systems Corp.

    1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.
    Starting Price: $13.00/month/user
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    SMART Software
    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.
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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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    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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    ZoomInfo SalesOS
    Maximize productivity, accelerate pipeline and reach the revenue potential you didn’t imagine possible with ZoomInfo SalesOS. Build an account universe based on your Ideal Customer Profiles and reach decision makers with the largest B2B contact database of 65M+ direct dial phone numbers and 150M+verified email addresses. Identify and reach prospects at the beginning of their buyer’s journey by tracking companies researching solutions like yours across the web. Discover and connect with decision makers from companies exploring your business website. Analyze customer calls, meetings, and emails to drive process changes that impact your bottom line. Build and execute multi-touch sales cadences with our native phone dialer and email tool. Shorten your sales cycle with ZoomInfo Chat, an easy-to-use, data-driven chat bot tool. Set real-time lead alerts to engage best-fit buyers or automate lead-qualifying interactions to free up your internal team.
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    Salesforce

    Salesforce

    Salesforce

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

    Teknovate CRM

    Teknovative Solution

    Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. Never forget any follow-up by our personalized task reminder dashboard. Automatically Assign leads to the appropriate salesperson based on area or product/service and manage it effectively. Reduce time in follow-up by our marketing automation & auto-follow up the system. Reduce tasks & Increase the performance of your employees. Increase leads conversion ratio by automated, Targeted & constant follow up. Get Live and most advanced reports by Our BI Reporting dashboard.
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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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    Platformax

    Platformax

    Platformax

    Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.
    Starting Price: $9.99 per month
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    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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    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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    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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    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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    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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    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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    Magna Timeshare Software
    Timeshare Software, from Magna, is a workflow process application software, all the modules are interconnected, streamlining your resort operations and activities. Focused on timeshare sales, vacation club sales, mixed sales offices and the tasks associated, MAGNA Timeshare Software management creates a guideline for your staff and information to flow through the sales process. Realtime Key Performing Indicator reports help make sure you stay on track. Magna Timeshare Software will enhance your executives, project directors, sales managers, OPC, telemarketers, contract and tour desk staff, and vacation reservation jobs, making them simpler, faster, and easier to do, and increased speed means higher profits and MUCH less stress. OPCs can book tours by calling the control room or directly on-screen by themselves. Prints or e-mail confirmation letters. Tracks solicitation performance. Reports sales by a solicitor, including closing percentage and volume per guest.
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    REI BlackBook

    REI BlackBook

    REI BlackBook

    At REI BlackBook, we help stressed-out, busy real estate investors close more deals and build better businesses without sacrificing their souls. REI BlackBook brings all the essentials together in one seamless experience. No more patchworking software. No more integration headaches. Just one powerful toolkit designed with investors like you in mind. Arm yourself with our no-nonsense SEO tools, and watch the right leads come knockin'. Pair that with our plug-and-play websites, crafted meticulously to transform the mildly interested into your next big deal. It all ties in perfectly with our proven lead conversion system. No need for another complicated subscription. Incorporate that into your game plan, and let the ghostwriting magic unfold. Our CRM is not only perfectly integrated with our turnkey websites, but it also meshes seamlessly with our built-in phone system. This synergy ensures contacts are automatically created, tagged, and set into motion with intelligent follow-ups.
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    CallAction

    CallAction

    CallAction

    CallAction automates time-consuming, repetitive sales tasks of the customer lifecycle. Frictionless lead generation using call, text or email communication channels on your online & offline marketing. Save time with automated data entry into your CRM. Instantly respond to every email lead or phone call to improve lead conversion by up to 391%. Automate your response & follow-up processes with authentic, advanced drip campaigns. Nurture your database of leads forever with scalable, authentic automation using different communication channels. Leverage resumable long-term drip campaigns featuring powerful scheduling options. Call capture system generates leads from inbound phone calls and text into your CRM. Discover secondary lead opportunities with real-time data append intelligence. First to claim, jump-ball broadcast of inbound calls and email leads to your team.
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    Mofilo CRM
    Think CRM software is just about contact management? Think again. Mofilo CRM has free tools for everyone on your team, and it’s 100% free. Here’s how the free Mofilo CRM makes your job easier. With the easy-to-use MOFILO CRM, you’ll never have to manually update reports or wonder how your team is tracking toward quota. Because you have more important things to do. Say “so long” to messy spreadsheets and time wasted on menial tasks. MOFILO CRM features a full suite of sales productivity tools so you can sell more, but work less. Who says a CRM is just for Sales? MOFILO CRM comes with free tools for lead generation and email marketing, so you can actually grow and nurture your database — not just organize it. Simple tools that organize communication and keep your whole team focused on the customer. All included in the free MOFILO CRM.
    Starting Price: $14.99 per month
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    ActivePipe

    ActivePipe

    ActivePipe

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

    PlanPlus Online

    PlanPlus Online

    Building better business begins by building better people. PlanPlus Online Business Edition is the only software product that combines a proven personal productivity engine used by over 15 million people with powerful Customer Relationship Management system. With collaboration, sales, marketing, and project management features, PlanPlus Online’s Business CRM solution enables productivity and ensures accountability within your organization.
    Starting Price: $12 per user per month
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    WHSuites

    WHSuites

    WHSuites

    Best in class where we can manage and track our all leads in one place. It is an open-source lead management software open source which can be used by any business industry. For example, Small businesses, real estate, educational industry, Colleges CRM Solutions, Educational Organizations, Pharma CRM, IT companies lead tracking software, etc. The Price of LMS is very reasonable which you can get. So Hurry Up now & get the benefit of our customized Lead Management system. Get rid of adding leads from different sources manually. WHSuites has an inbuilt feature to fetch leads automatically from different sources like Indiamart, PharmaHopers, Leads From Website, etc. Track lead activity is an awesome feature of WHSuites. In this feature, you can track the leads sources-wise. Like which lead is generated through which source.
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    Follow Up Boss
    Never lose another real estate lead. Automatically import and distribute leads. From 200+ sources. Turn leads into clients with always-on follow up that tells agents who to call, when. Instantly assign leads to agents, respond to new leads and send notifications and reminders to agents. New leads and inbound calls from listings or your website flow in and are automatically put into Action Plans. Emails and texts automatically go out, making speed to lead instant. Log in and click the "tasks" button. See the tasks for the day, and start checking them off, one by one (No guessing required). Then respond to all your emails, missed calls, texts and voicemails in one central spot. Review lists of active clients, pending clients and top clients. Pinpoint the ones that need contact. Text them. Go to lunch. Between appointments and showings, respond to push notifications, send texts, make contact notes and redistribute leads to others.
    Starting Price: $49 per user per month
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    REIPro

    REIPro

    REIPro

    All the Features You Need, All In One Place. Start Simplifying Your Real Estate Business with Tools that will Help You Close More Deals. REIPro is the result of two of the brightest minds in their respective fields coming together to create something more than just another real estate investing software. Chris Goff, long-time investor and one of the most sought-after REI educators in the country, teamed up with Bo Manry, expert online marketing professional and talented software engineer, to develop a tool that could positively change the way people of every experience level and background invest in real estate.
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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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    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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    GoCRM

    GoCRM

    GoCRM

    Boost your sales with marketing automation and state-of-the-art communication tools. GoCRM is the only customer relationship management solution that takes on a full-funnel approach by combining powerful marketing and sales features. This means you get a robust platform that supports scalable business growth, streamlines sales processes, and enhances the overall customer experience. Automatically import leads from hundreds of sources, both online and offline, with all the relevant attribution data such as source, channel, and campaign. With a specialized tool kit that includes call tracking, website tracking, Zapier, and CSV import, you can keep accurate track of all leads and the progress of each. Enjoy the option to distribute leads manually or randomly assign them to your team. With advanced workflows, team members automatically receive and follow up on all leads from their personal VoIP phone or email.
    Starting Price: $39 per user per month
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    Praedium CRM
    A powerful Real Estate CRM. Simple and easy. With Praedium's Real Estate CRM you can better serve and qualify leads to rent or sell more properties. Designed to save you time Real Estate CRM with Funnel. Custom Sales. With CRM Real Estate from Praedium you have all the leads generated through the portals, websites and social networks within the CRM. Configure the steps of your real estate service processes Service Funnel with Custom Steps Create or edit sales funnel steps to match your fulfillment process. Customize the steps of the sales process the way your real estate agent works. From the time the lead arrives until closing. Better understand at what point in the sales process you need to improve to have better results. Organize from capture to post-sale CRM with Multiple Real Estate Funnels Specific pipelines for sales, leases and after-sales. After all, they are different processes.
    Starting Price: $37 per user, per month
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    Tenant Turner

    Tenant Turner

    Tenant Turner

    Our robust web-based lead management software works for you 24/7/365, whether you have a dozen rentals or thousands. And it's backed by passionate customer support that's only a click away. We will score your leads based on your criteria and let only qualified leads have access to your calendar or get a lockbox code. You can show the rental yourself, assign the showing to someone else, use electronic lockboxes, combo lockboxes, or key checkout. Your leads can provide a 1-5 rating and comments on the rental. We put the feedback in an owner report that we can automatically send to your owners. We automatically import your rental listings when you put them on market in your property management software so you don't have to re-type data.
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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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    FiveStreet

    FiveStreet

    Top Producer Software

    Get all your leads from all your sources into one streamlined space. FiveStreet real estate lead management software works with your existing lead sources and turns your phone into a virtual command center. Automatically deliver personalized auto-responses to new leads in less than a minute, broadcast leads to your team, and easily keep track of who is working a lead. FiveStreet real estate lead generation software helps agents boost revenue from online leads with speed, personalization, and organization. Capable of handling any online lead sent through email, FiveStreet works with leads from over 150 online vendors. Automatically broadcast leads to your team, or redirect the lead to a custom team with a single tap. Keep your team in the loop with shared access to contacts, communications, and a calendar of key dates and tasks.
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    Mojo Dialer

    Mojo Dialer

    Mojo Dialing Solutions

    The ultimate prospecting tool from the leader in sales telephony technology. • Exclusive copper-based technology delivering unparalleled, crystal clear call quality and first hello answers. • Easy calling modes and advanced calling filters for instant access to the most popular sales calling logic. • Click to Call for semi-manual list and nurture dialing. • Automated single line power dialing up to 85 calls per hour. • Automated multi-line power dialing up to 300 calls per hour. Manage leads, contacts, sales pipeline and take action with our easy to use lead manager. • Import data, post data automatically from one of our preferred data partners or use our custom lead capture forms to fill your pipeline. • Create calling lists, organize your data into custom groups and create custom workflows. • Manage your tasks, follow up calls and appointments using Mojo's calendar and scheduling tools.
    Starting Price: $99 per license
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    BoomTown

    BoomTown

    BoomTown

    Expert lead generation, IDX websites, intelligent CRM, lead management services and more, come in flexible packages that scale with your success. See why BoomTown is the #1 user-rated real estate CRM year after year! Expert lead generation, IDX websites, intelligent CRM, lead management services and more, come in flexible packages that scale with your success. You know where you want to go. We know how to get you there. A true extension of your team, we respond to prospects 24/7 in as little as 90 seconds, nurture them for up to one year, so agents get transaction-ready leads. Rest assured that prospects get the attention they need, agents focus on active buyers and sellers, and conversions accelerate. The best-of-the-best do things differently, and that’s why they choose BoomTown over any other CRM to make success easy. The only real estate solution that helps you generate, qualify, manage, and convert leads with ease.
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    BSI CRM

    BSI CRM

    BSI Business Systems Integration AG

    BSI CRM will give you a 360° view of your customers – at any time, from any department, and at every touchpoint. It will win you over with its modular design, high configurability, and open technology. It has received praise for this flexibility from experts and customers alike and has earned CRM awards. The best reward for us, however, is having happy users. We love CRM and have dedicated ourselves to it for almost 25 years. Thanks to its cutting-edge platform and innovative product development, BSI CRM is already in its 16th generation. If your company has complex needs, as they are common in large corporations, we are the right partner for you. We offer a vast ecosystem and many standard interfaces, and our experience is reflected in attractive total cost of ownership (TCO) numbers. Whether you are B2B, B2C, or B2B2C, BSI CRM will adapt to your business, processes, and your IT environment – not the other way round.
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    Calldrip

    Calldrip

    Calldrip

    What is Calldrip and why should my sales organization use it? For more than 10 years Calldrip has been dedicated to helping businesses respond immediately to new inquiries. We've leveraged this experience to develop our suite of sales automation tools and have now deployed this technology to thousands of customers worldwide. By triggering a phone call between your sales team and your prospect while they're still on your website, were able to increase conversations by as much as 900%. The privately held, fast-growing company is based in Salt Lake City, UT. In todays Google Micro Moments world, business must engage with the prospect FAST. Calldrip ensures instant engagement and spotlights potential problems in the sales processes.
    Starting Price: $99.00/month/user