Tall Emu CRM Alternatives

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.

Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance.

SuiteMaster - An Open-Source ERP & Implementation Solution * SuiteMaster is an affordable, fully integrated ERP business platform. Clients can select from thousands of core business applications, including CRM, Marketing Automation, Case Management, HR, Operations, Accounting, e-commerce, Inventory, and more. The apps easily "snap" into SuiteMaster's core ERP platform. SuiteMaster provides enterprise-class ERP/CRM at an attractive price point. SuiteMaster can be fully white-labeled, allowing you to bundle it with your organization's value-added services. We are also an Odoo-authorized Premier Partner. We provide consulting and implementation services to support Odoo's award-winning ERP solution. Companies of all sizes rely on us to deploy Odoo ERP successfully. With over 50,000 successful deployments, Odoo ERP has become a top ERP provider. Companies rely on LeadMaster Solutions Group to ensure cost-effective implementations with high adoption rates.

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.

LionO360 is a comprehensive SaaS based CRM/ERP solution that enables you to manage your entire business from one unified platform. This drives operational efficiency and enables business growth. Our next-gen platform empowers SMBs to transform their business process. There is no need to maintain multiple systems to run your business, and constantly deal with data reconciliation issues and manual workarounds. With the LionO360 platform, you get one single and unified CRM/ERP system to manage all your core business functions, which includes sales, customer relationships and pipeline/quota management to back-office inventory, purchases, warehouse, field service, logistics, financial management and e-commerce integrations. Our out-of-box solution is highly configurable and provides flexibility to start immediately, and then scale as the business expands.

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

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

The right ERP system for Life Sciences, Consumer Products & Distribution companies that are focused on growth and their systems are holding them back. Built for early-stage to mid-market companies that plan to grow. SAP Business ByDesign is a complete, cloud-based ERP solution for fast-growing, start-up to mid-market businesses and subsidiaries that want to scale without the complexity and unnecessary cost. With SAP Business ByDesign, you get an affordable way to manage your entire business as an integrated whole, from accounting and financials, purchasing, inventory, sales, and customer support, all the way to operations, logistics, project management, and human resources. 36 End-to-End Process Scenarios built-in Operational Performance Sourcing & Procurement Project Management Reporting & Analytics Accounting & Finance CRM, Sales, & Marketing Service Support Human resources (Suite-in-a-Box)

Yodify is a B2B e-Commerce, Quoting, Website Building, Product Data, Customer Account & Catalog Management Platform. Yodify grants you access to powerful sales & quoting tools, and a vast product library. The Yodify Library cuts your time to launch from months, to weeks. Use pre-built products made to manufacturer specifications and populate your catalog in a couple clicks. Platform features like Product Configurators, Account Pricing & Checkout, Quote-to-Cart, Order Templates, Shipping Rules & Restrictions, & so much more make your site the ultimate resource. Yodify benefits both your customers and your sales teams; breaking down barriers in communication, and freeing up time answering basic questions to focus on dead-accurate quotes, & lucrative sales. Yodify is equally suited to either compliment your existing web presence, or completely overhaul your site. Book a platform Demo with our team for a personalized walkthrough of your digital future.

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).

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.

Appointment scheduling, point-of-sale, staff management, marketing automation, and a whole lot more. HelmBot makes it easy for business owners to stay on top of all the complicated parts of their business in one place. HelmBot is designed to save you time and bring in extra appointments, every single day.

EQUP is an advanced all-in-one software solution that helps business owners streamline their business processes. From marketing to sales, billing to communication, EQUP provides industry-specific solutions for businesses in the Service, SaaS, and E-commerce industries, ensuring that they never have to settle for generic solutions. One of the unique features of EQUP is that it allows business owners to manage multiple companies with a single account and a single subscription. This means that you do not need to purchase a new plan to manage your other businesses. With EQUP's inventory pooling feature, you can easily pool your Emails, Users, Deals, Tags, Tasks, Appointments, and other features between your companies. This ensures that no feature is left unused, and you have complete control over all aspects of your business. Moreover, EQUP provides you with a dedicated account manager who will help you with onboarding and will be available to assist you with all your software needs.

BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days. We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate. If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes: Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses. Lastely, our demos are about selling you stuff, they're about genuinely helping you find a solution, whether that's us or not.

BlueCamroo is a SaaS Business Management Platform that combines many essential business services in a single, easily adoptable and affordable business solution. Designed specifically for SMB’s, it offers them the scope and whole-business approach of a larger enterprise level system, yet delivered in a much more manageable manner. This fully integrated approach makes work more efficient than a cluster of stitched together single-purpose applications, delivers better data security, is easier to learn, adopt, use, manage, and is less expensive. Our unique User-Role subscription model allows each user to be assigned a single or multiple user roles matched with features essential to fulfil their job requirements: • CRM • Sales & Marketing • Projects • Support It grows in unison with SMBs needs through gradual adoption into different business units, while progressively eliminating single-purpose applications. One application to manage the entire customer lifecycle.

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.

LOCATE is a scalable, cloud-based inventory and order management solution designed to help product-based businesses succeed in the mid-market. From warehouse basics, such as kitting, barcoding, and tracking, to advanced workflows like drop shipping, outsource manufacturing, and wave picking, LOCATE brings the power of an ERP system to the mid-market. LOCATE is the ideal solution for inventory-based companies looking to grow. Designed with the end-user in mind, LOCATE offers powerful features within a flexible, intuitive software. Above all, our superior customer service is what sets LOCATE apart; our customers aren’t just purchasing software, they are partnering with a team who will help them succeed.

Simpro is a leading operations management solution for service, maintenance and project contractors. Connect the office to the field, deliver exceptional customer service and gain invaluable insights with automated processes, streamlined workflows and in-depth business reporting.

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.

A highly capable solution, WinMan ERP software supports your business processes. WinMan provides visibility of data across the business empowering people to make informed, timely decisions. WinMan increases productivity, profitability and efficiency whilst reducing waste and duplicated tasks. WinMan provides a framework that allows you to adapt while you grow. WinMan supports companies that have both complex manufacturing & distribution requirements. If you’re currently considering your options with systems, please come over to our stand to discuss your project. Both B2B and B2C companies can also benefit from the seamless integration of the WinMan system to customer portals, ePOS and e-Commerce websites. Certain features can also be accessed remotely using our WinMan Go application, which acts as an extension to the core ERP system.

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

Raptech is a cloud-based digital business management software that enables growing companies to automate the processes of Lead-to-quote, order-to-cash, source-to-pay, and record-to-report. Gain total control over the business using efficient workflows. Make real-time data-driven decisions with AI-powered analytics. Having process and tools in place to manage sales pipeline and forecast pushes the sales team to be more effective, and efficient and ensure that lead clients turn into business opportunities. Streamlining order fulfillment, billing, and payment receipt process enable to increase in the bottom line. Revenue projections will help to make strategic decisions to maximize profits. Understanding spending patterns help to make a critical decision on cost control. Spend forecast will assist in closely monitoring and fixing problems before they become major issues. Bringing efficiency in working capital and cash flow management leads to a higher return on capital.

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.

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

ALL IN ONE for Quickbooks Online CRM. Sales. POs. Inventory. Scanning. Jobs. Docs. Tasks. WHOLESALE / DISTRIBUTION / ERP / INVENTORY SOFTWARE FOR QUICKBOOKS ONLINE: Use OneSource to Order, receive, price, find, sell, pick, ship, dispatch, and invoice items--all in one place. (Use Quickbooks Online for GL, Banking, AP, and Payroll). CRM / JOB TRACKING / SERVICE PROVIDERS FOR QUICKBOOKS ONLINE: Use OneSource for CRM, Orders, Jobs, Projects, Tickets, Tasks, Documents, Invoices, etc--all in one place. (Use Quickbooks Online for GL, Banking, AP, and Payroll).

Tired of investing in quoting software that doesn’t grow with your business? It’s time to work smarter with Clarity Software. Get consistency, visibility and profit assurance from day one. Your invoices are automatically generated from the confirmed quotes you send to your customers. So you can be confident that every invoice contains all the correct information and is on brand with our custom invoice templates. Save time chasing payments. Build complex quotes in seconds and track through the job completion. No more guestimating and get real-time pricing with price lists. Price list allows you to have multiple lists that differentiate between products from alternate suppliers and those you produce yourselves. Manage your bill of materials and analyse your costing vs profits. Easily manage and track all of your customer activity from a lead through to invoiced sale. Analyse your data to find where you are winning and losing business with accurate data.

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

Complete management of your customer service department from engineer service tickets to customer portal management. Support your sales function from initial lead through to appointment, and beyond. Easily transform your customer relationships and significantly reduce your administration time. Easily access the data and information you need, whenever you need it to achieve objectives & goals and support business growth. Easily fully manage the quote, order & invoice process within your holiday home dealership. Allocate your engineers’ workloads and have full visibility whilst empowering your team to complete jobs, re-allocate or upload photos where required from any device, even whilst offline.

We offer a single solution for sales, marketing, and customer service teams, with a focus on the entire customer experience. Our mission is to provide equal opportunities for growth for all types of businesses and help them achieve greater output. Leverage growth marketing and scale your business with Growth Hacking. Convert your prospects into potential customers with Email & SMS Marketing. Never miss a potential lead by capturing them with customizable Pop-ups & Forms. Drive leads to a successful close with our Kanban-style boards in the Sales Pipeline. Coordinate and manage all your customer interactions in the Contact Management. Identify qualified leads and increase sales effectiveness with Lead Scoring. Stay in sync with your customers and staff through Team Inbox. Connect with your customers in continuous omnichannel with Messenger. Educate both your customers and staff with Knowledge Base.

Establish and organize your businesses’ customer and contact information, which is the cornerstone to sales, marketing, and support activities. Harness the power of marketing automation and improve your business engagement from awareness, through purchasing to advocacy. Achieve greater efficiency and business velocity by leveraging team collaboration for all sales, marketing, and support activities. Remove the boundaries of distance, by adding the power of face-to-face video conferencing to all your sales, marketing, support, and business activities. Harness the power of marketing automation. Improve your business engagement from awareness, through purchasing, to advocacy. Achieve greater efficiency and business velocity by leveraging team collaboration for all sales, marketing, and support activities.

Onsight is a comprehensive suite of mobile sales applications specifically created for manufacturers, wholesalers, and distributors. Flexible and easy to use, Maxxor Business Solutions helps improve sales performance by hastening the ordering process. Available on the iPad, Windows tablet, and Android, Onsight allows sales reps to use their mobile devices to manage client information, show new products to customers, and quickly create quotes and orders even when they are offline or on the road.

Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.

Powered Now is the UK's #1 Business Management Software for trade businesses. Invoice and quote from anywhere, produce forms & certificates, record your supplier expenses, schedule your diary, track & chat with your team and send fully customisable documents such as job sheets, quotes & invoices. All data is backed up and syncs between your devices (iOS, Android, Mac & PC). Also works offline. Trade businesses come in lots of different shapes and sizes, we know there is a big difference between a one-man band electrician, a team of heating engineers or a building company. For 8 years at Powered Now, we've tried hard to make all of your paperwork as easy as possible to create and handle. We help you stay on top of your business, with everything in one place and great communication between the office, your field workforce and your customers. More Profit, Less Effort - Go Digital with Powered Now.

Achieve efficiency across all areas of your business with ECOUNT ERP. A cloud-based enterprise resource planning (ERP) system, ECOUNT ERP helps small to medium sized manufacturers, distributors, and other service-based businesses stay ahead of the curve. The platform integrates tools to simplify production, purchasing, payroll, inventory, sales, accounting, and team collaboration. And for only $55 per month, companies can take advantage of the entire ERP package.

Sell More in More Places. But Manage in One. Retail POS, Mobile POS, Phone Sales, B2C and B2B websites, eBay, Amazon, FBA, Google Shopping Actions, QuickBooks, EDI, ShipStation, BigCommerce, Magento, Shopify, WooCommerce, Zapier, Avalara, TaxCloud. Agiliron is redefining retail point of sale. With the Agiliron POS you can sell anywhere, at any time. At a tradeshow but don't have an internet connection? No problem, the Agiliron POS does not require an internet connection. Want your retail sales clerks to sell "on the floor?" No problem, the Agiliron POS is mobile enabled so you can sell in any setting. The AGILIRON Business Management Solution Suite encapsulates a variety of business processes as it relates to sales, operations, customers, accounting and other critical business functions. The following sections capture these processes into discrete modules that perform the various business functions.

Manage your business and propel your growth to the next level with Sage 200 - now connected to Microsoft 365. Part of Sage Business Cloud. Ditch the downtime with a solution available 24/7, 365 days a year. Manage your accounts and customers, as well as manufacturing, supply chain, business intelligence, and more, on the go. Sage 200 uses the power and productivity of the desktop, with the freedom and control of smart, secure software. You can also collaborate with your teams in real-time. Our solution supports manufacturers, distributors and business services. Control your business and gain complete visibility over your operations. You can also manage multiple companies and access key insights and reports on the go through Excel. Get business-wide, market-leading software full of the features and functionality you need when you need them, and with scalable solutions that grow with your business.

The new way to manage your field data and sales team. We are the tool purpose-built for outside sales. Map My Customers increases your field productivity and uncovers team activity — wherever you are. Visualize Sales Opportunities. Easily define and assign territories to your sales reps to - automatically distribute leads and customers from your CRM or spreadsheets. Strategically visualize which of your geographic areas or accounts are performing the best with sales and heat mapping. Target More of the “Right” Prospects. Find nearby sales opportunities while on the road with our mobile lead generator. Search for customers by product type, salesperson or territory. Personalize your sales team’s prospecting with sales funnel visualization. Automate Everyday Sales Tasks. Optimize route planning and mapping with Smart Routing. Sales teams save on average 30% in fuel cost and 1-2 days back in windshield time each month.

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.

Cin7 is a web based inventory system that helps businesses manage their inventory anywhere, in real time. Suitable for omni-channel retailers and wholesalers, Cin7 integrates cloud inventory, Point of Sale, warehouse management, B2B ecommerce, 3PL, and direct EDI, in one robust platform. Cin7 also features seamless integrations for Shopify, Magento, Xero, Amazon, Ebay and more.

Field activity management software for businesses with outside sales reps, merchandisers, or retail auditors. Track your field reps customer visits through an app on their smartphones. View reps GPS positions and know the time they check-in at each location. Plan and optimize your customer rounds to save time. Record your mileage and business expenses. Take and share photos and notes during your visits. Reduce or even eliminate off-hours reporting. Track your field sales reps and see when they check-in at each location. Collect timesheet information. Receive accurate records of their business expenses and mileage. Validate their movements with GPS and get photo reports and visit notes. Nothing to install on your computer - easy-to-use browser application. Customer rounds can be confusing both for field reps and supervisors. Visiting several locations every day can lead into smaller profits due to the time and fuel used in addition to lost sales opportunities.

✔ The CRM your reps will actually use ✔ The sales reports YOU need ✔ The sales growth EVERYONE wants The sales rep’s brain is wired to talk, not type. That’s why they’re in sales, NOT at a desk. Studies show it takes 1.5 hours per day to manually enter CRM data. Given the choice, reps would rather sell. They want to know “What’s In It For Me?” and how it’ll simplify their life and make them more money. There’s a way to get the data you need, improve sales productivity, and increase sales. You can leverage their natural inclination to TALK and not TYPE. You can give them a way to update their CRM in 47 seconds. You can give them a proven method to generate more sales with less effort.

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

To live on the leading edge of business you must automate the sales experience so it’s quick, easy and always personalized. That’s Smart CPQ software accelerating your sales teams to deliver the right product at the right price in a flash. PROS configure, price, quote software solutions accelerate sales by enabling your team to respond to customer quotes within minutes. Integrate AI-based price optimization science and increase your sales teams’ ability to win the sale on the first quote. With PROS CPQ software solutions, your team can now quickly quote the right products at the right price. Skip the speed bumps. Smart CPQ technology accelerates the sales process and provides powerful, intuitive CPQ tools so your reps can find the right product, customize configurations, manage approvals, price just right and generate professional proposals.

We provide a complete management system with tasks, appointments, sms, email and payment processing to manage your contacts. Non-Profit Memebrship and Membership based Business can see the beneift of recurring contact and charges Quickly organize, manage and track all aspects of your contacts or customers. Intake forms, website forms, quotes management, invoicing, policy and sales tracking, Payments processing using ACH and Credit/Debit Cards, Appointment Reminders Using Sms and Emails. Contact Types Organize contacts, by type and Add Custom Contact Lists and mass email or SMS the list.

Knack is the most easy-to-use Application builder, designed for the non-developer business owner leader. Using the drag-and-drop feature, users can create intuitive apps for CRM/Lead Manager, Membership Directory, Project Manager, Inventory Manager, Quote/Order Manager or HIPAA compliant app. Existing users rave about how easy it was to take their entire app on the go, using an iOS or Android device. Larger teams with multiple admin users can also work more efficiently with the use of the collaboration function, which includes whiteboards, and tag & search tools. Finally, use the automated analytics report dashboard to monitor application usage and how your customers or staff interacts with it.

Receive RFQ emails from your favorite listing services, just like you always have. VistaQuote finds your RFQs, cleans up your inbox, and organizes them for rapid response. VistaQuote rules can route RFQs and alert you on critical sales opportunities based on your preferences. View real time business data on the spot, for fast pricing decisions, with one click. Send your customer their quote, and with no data entry required, the quote is automatically entered in your business software. With VistaQuote, read and respond to RFQs inside one platform while at your desk using our website interface or on the go with our mobile app. Here is a practical example of how we thoughtfully designed VistaQuote for you: Our cutting-edge technology deploys a first ever automated export compliance solution using your new or existing VisualCompliance eCustoms subscription. Once activated, VistaQuote will automatically screen all your new RFQs against global threats and bans.

VipeCloud is an all-in-one sales and marketing customer relationship management (CRM) solution designed to help small to midsize businesses streamline marketing operations and track sales. Key features include lead generation, prioritization, social sharing, multi-channel communication, engagement analytics, and autoresponder. VipeCloud brings with it the support you need to acquire more customers. With email marketing, marketing automation, and a sales CRM all in one easy to use app, you and your team will rapidly accelerate your growth. Empower your sales team to prioritize the hottest leads with workflow automation and lead scoring. Grow your sales with a simple marketing-to-sales hand-off. Rest easy knowing our industry-leading US-based support team has your back every step of the way.

#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.

Agility ERP is the #1 business management platform for the lumber & building materials industry. Want to learn more about the right solution for your business? Become your customers’ most trusted partner by consistently meeting your promised dates. Keep the right products and the right quantities in stock at the right time. Improve your cash flow and reporting accuracy with real-time financial data. Provide fast, high-quality service customers expect with easy access to information. Orders are delivered on time and in full. That means quotes, sales orders, purchasing, deliveries, and everything in between. Track every item in your inventory in real-time while reducing paperwork. Find the right inventory levels to meet customer needs without tying up capital in surplus products. DMSi Software started in 1976. We’ve spent decades perfecting our products so they help businesses like yours succeed in this industry. When you become a DMSi customer, you get more than software.

One Platform. Total Commerce Control. Linnworks is a leading commerce automation platform that works with the world’s major marketplaces and selling channels. Linnworks connects, manages and automates commerce operations, powering businesses to sell wherever their customers are and capture every revenue opportunity. Linnworks enables businesses to manage their multichannel inventory, orders and fulfillment from a centralized platform and provides deep insights across sales channels and operations. As both Amazon and eBay’s largest European commerce partner, Linnworks processes $8bn+ GMV each year globally, and serves some of the world’s biggest brands.