Alternatives to eTag365

Compare eTag365 alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to eTag365 in 2024. Compare features, ratings, user reviews, pricing, and more from eTag365 competitors and alternatives in order to make an informed decision for your business.

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    Tall Emu CRM
    At Tall Emu we understand how business owners & managers find it difficult to stay organised, be across all that’s happening with customers, following-up leads, knowing the status of projects and what staff have been doing…that’s why we created Tall Emu CRM software which is a REAL alternative to an expensive ERP. Best in class Inventory management features of an expensive ERP system that also empower your sales team to real-time quote at lightning speed to close more sales. Managing your sales pipeline is critical if you want to stay on top of leads and actively nurture them into customers. Easy to use, and powerful. Create professional quotes with our simple online quote builder. Add groups, images, links, videos and subtotals – send to customers by SMS or email so they can view online. View customers, leads opportunities and projects on a map. Visualize your sales territory to find your best opportunities instantly. Filter opportunities based on location and your schedule.
    Starting Price: $65 AUD per user per month
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    Nutshell

    Nutshell

    Nutshell

    Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field. Launched in 2010, Nutshell serves thousands of businesses around the world and has been named a top CRM for user-friendliness and affordability.
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    Starting Price: $16.00/month/user
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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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    eM Client

    eM Client

    eM Client

    Boost your email and skyrocket your productivity with the best email client for Windows and macOS. eM Client is a fully-featured email client with a clean and easy-to-use interface. It also offers features for calendars, tasks, contacts, notes, and chat. eM Client's compatibility is unmatched. You can connect to any email service – it will work. This email client works seamlessly with Google Workspace, Office 365, Outlook, Exchange and virtually all conceivable email technologies. Integrates with Online meeting tools such as Zoom, MS Teams, Google Meet and more. eM Client enhances email communication for professionals and home users alike. It is the only email app on the market with the full support of server-side rules and search, instant message translation, "Snooze email" and “Watch for reply” features + easy to use email encryption (PGP and S/MIME). It also works perfectly with Gmail, including support for tags and signature synchronization.
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    Starting Price: $59.95 one-time fee
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    Smarter Contact

    Smarter Contact

    Smarter Contact

    Smarter Contact is an innovative SMS marketing platform & CRM designed for businesses to build relationships and close more deals. We make it easy for you to upload your contacts and send a simple, customized message at the push of a button to keep your brand in front of your customers. Follow up with your customers, and send them campaigns, while achieving a killer response rate unachievable by email. The system is built with an intuitive CRM to manage all your contacts in one software. We track everything that a traditional CRM tracks so most of our customers ditch their existing CRM and use Smarter Contact as an all-in-one solution. In addition, the software comes with FREE training, onboarding, and a world-class customer support team to make sure you're successful. We’re so confident you’re going to LOVE the software that we give you 7-days completely FREE to test it out 😏 Check it out today...
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    Starting Price: $149 per month
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    WildApricot

    WildApricot

    Personify

    WildApricot is an all-in-one membership management software designed to fit your organization's needs whether you're an association, non profit, club, or other type of membership-based organization. Serving over 30,000 organizations already, WildApricot offers the tools to needed to run a successful organization. With WildApricot you can easily manage your contacts, create newsletters and send out emails, use their website builder to create your own site, process payments, register event attendees, and more. With a user friendly interface, you have the freedom to customize every aspect of your membership management system. If you need any assistance, the WildApricot support team and community of experts are ready to help guide you and share their best practices.
    Starting Price: $40.00/month
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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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    DejaOffice CRM

    DejaOffice CRM

    CompanionLink Software

    The perfect CRM Alternative for people who want to own their customer database and store it securely on-premise. DejaOffice PC CRM has all the classic features - Contacts, Calendar, Tasks, Notes, Histories, Projects, and Deals. Auto-dialer from your PC or phone. Outlook email integration. Easy migration from most common CRM systems like Business Contact Manager, Outlook Customer Manager, Act!, GoldMine, Monday, Salesforce and Hubspot. The DejaOffice Mobile CRM app is also free for Android and iPhone users, allowing you to call, text, map and navigate to your customers with ease. You can also plan and manage your day with the ability to create, prioritize and check off tasks, as well as write and store notes to yourself. And, with DejaOffice persistent alarms, you'll never miss a reminder!
    Starting Price: $69.95 one-time price
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    Lusha

    Lusha

    Lusha

    Lusha helps business professionals establish a fast and true connection with their leads, contacts, and candidates. B2B engagement is based on trust. Lusha helps you build that trust using simple tools which allow you to enrich and verify business profiles. Today, over 800,000 sales representatives, recruitment managers, and marketers transform the way they engage with their leads, contacts, and candidates by using Lusha on a daily basis. Our customers range from small and medium businesses to enterprises including Google, Amazon, and Apple, to name but a few. Use our razor-sharp filters to get your list of 1,000 prospects in one go. Easily build your lists with accurate and actionable data on each single prospect. In one click, export lists to your CRM and put your workflows on autopilot. Install Lusha on your browser to get instant contact and company data on all the people you want to reach, right where you work: LinkedIn, Salesforce, or any company website.
    Starting Price: $0
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    ZoomInfo

    ZoomInfo

    ZoomInfo

    ZoomInfo helps companies achieve their most important objective: profitable growth. Our platform puts sales and marketing professionals in position to identify, connect, and engage with qualified prospects by giving you: - Verified Emails & Direct Dials - Intent Data & Business Scoops - Technographic Information - Company Organization Charts Integrate with the apps that matters to you. Start your free trial today.
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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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    Hilo CRM

    Hilo CRM

    Hilo IPA

    Contact Management and Virtual Office for Network Marketing Professionals. Our powerful contact management section allows you to track all interactions with your clients. Use our dashboard to keep you focused on the activity that moves your business forward. Email marketing is an important of everyone’s business these days. Our system allows you to email your contacts individually or in targeted groups. Design eye-catching email templates, assign prospects to a campaign and your contacts will automatically be sent personalized emails from you. Never forget to follow up with a client and always know where leads are in your pipeline. As the CEO of your business, use our reporting functionality to help you decide which activities are making you money and growing your business. The name of the game in Network Marketing is duplication! Our team management features allow you to create training programs, email templates, and sample language and share it with your entire team.
    Starting Price: $14.99 per month
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    Funnel CRM

    Funnel CRM

    Funnel CRM

    Never miss closing a deal, or following up with a customer again. All growing businesses run into the same fundamental problems. Losing track of your leads, buried under email, forgetting to followup. The good news? Funnel solves them all. Try Funnel CRM free for 14 days. A simple CRM software to track leads, manage follow-ups, less data entry, more sales. Its that quick and easy. Use our simple form builder to create contact forms. Paste the code you get into your website, done. Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox. Know when your messages have been viewed by your customers. Awe your customers with professional, well-formatted proposals. Multiple currencies supported. Funnel builds and maintains your contacts database, based on the information they provide through the contact forms. No effort required. You can use your favorite email client or mobile phone to reply to your customers.
    Starting Price: $10.00 per month
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    OfficeClip Contact Management
    OfficeClip all-in-one solution will help you to manage all your work without investing in multiple apps. OfficeClip CRM lets you track leads, create campaigns, create invoices, manage documents, schedule appointments, and much more. The reporting feature will provide you with all the detailed analysis and help to identify the areas of strength and weakness. The Contact Manager can help store detailed information that will help build your clients' profiles and convert your prospects into leads. It also has functionalities like marketing automation, web forms, and call list, which will increase the engagement between the users and clients. Manage communication with clients and standardize the work process. Solution for small and medium-sized businesses. Organize student data, streamline the admission process, and track staff availability. Automate tasks and events and create follow-up schedules.
    Starting Price: $3 per user per month
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    WinMan ERP

    WinMan ERP

    WinMan ERP Software

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

    SalesJunction

    SalesJunction

    A system for managing a company’s interactions with current and future customers. CRM involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support. SFA includes a contact management system which tracks all contact and follow-up activities with customers. Designers, acrchitects, real estate developers, contractors, agents and brokerage offices. Many others, including nonprofits, online businesses, tech companies and more! Business services providers, like accountants, attorneys and consultants.
    Starting Price: $10.00/month/user
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    eContact

    eContact

    SkyCreek

    eContact currently facilitates millions of dynamic, intelligently timed and cost-suppressing multi-channel (IVR, SMS, Email) customer contacts per month for some of the largest, Fortune 500 contact operations in North America. Utilize tightly integrated IVR, email, and SMS text message capabilities to work in concert to deliver the right contact, over the right channel, to the right customer, at the right time. Dynamically ratchet up the volume of automated customer contacts to deliver within the highest probability contact windows to further maximize customer contact and action rates. Align outbound customer contact volumes to the level of customer support resources on hand, based on historical transfer rates and underlying service conditions. Incorporate individual channel preferences, customer status, and other customer variables to personalize the timing, message content, and frequency of customer contact attempts.
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    Leverly

    Leverly

    Leverly

    You love new inbound form leads. But, hate to lose sales due to ho-hum response and follow-ups. Our lead response software delivers your leads to your reps by phone. Extra revenue is waiting. Your gut tells you that reps aren't calling your web leads fast enough. And they are giving up before they should. You're not speaking with enough of your leads. And if you don't speak to a lead it bites the dust in your CRM. Leverly is the fastest way to contact more of your leads in record time. Leverly gives your reps more time to call leads. We'll tell you who to call and when in order of priority. Stay on top of prospects without thinking. Give your sales reps the superpower to speak to more leads within seconds. They'll close more sales with less time and effort. Leverly easily integrates with your current sales stack. There is nothing for your sales team to learn or log into. Just answer the phone and follow the prompts.
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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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    TL LeadManager

    TL LeadManager

    TargetLeads

    TL LeadManager® is our lead management system designed exclusively for Life and Health Insurance Agents. Managing your Medicare Supplement, Long Term Care, Final Expense and Annuity leads has never been easier. If you don't have or don't love your current lead/contact management system, you need to check out TL LeadManager. This feature rich, easy to use contact management system, CRM, is designed to minimize the time you spend working leads and maximize your selling time. Reduce your paperwork, be more organized than ever before and start selling more policies. Used in conjunction with TargetLeads® we can make your direct mail marketing efforts as seamless as possible. Whether using Turning 65 lists for Medicare Supplement or any other kind of insurance leads, TLLM will allow you to manage, follow-up and run reports on all of your campaigns.
    Starting Price: $40 per month
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    NetHunt CRM

    NetHunt CRM

    NetHunt CRM

    NetHunt is a powerful CRM platform, especially useful for sales and marketing teams who rely on Gmail and other Google Workspace apps. With the recent launch of its Workflows feature, NetHunt took the leap from powerful CRM system to dedicated sales-growth hub. Now, it automates webform capture, drip campaigns, and contact-email linking. Algorithms and notifications make life easier… because sometimes working hard is too much hard work.
    Starting Price: $24.00/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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    Cloze

    Cloze

    Cloze

    The no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social. Cloze automatically keeps track of your email, phone calls, meetings, documents, Evernote, LinkedIn, Facebook and Twitter. And everything from dozens of other services. And it's all organized for you — by contact, company, meeting, etc. — without any busy work. We’ll even grab email signatures so your contacts are always up-to-date.
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    Contact & Sales Manager
    Repository of outside organizations including customers, sales prospects, vendors, and other entities. Maintain individual contacts within each entity. Schedule and track all activities related to each contact. Management of all sales opportunities with current customers and prospects. Entity records which are organizations or companies with which some form of communications has been established. Entities can be existing customers, prospective customers, existing vendors, prospective vendors, or any organization with which communications need to be maintained. Track each sales opportunity to be able to analyze and efficiently report on the sales process for each salesperson and across the entire company. Maintain information on the source of the leads which are being pursued to determine the areas where marketing funds should be allocated. Track the current status of each opportunity such as expected close date.
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    SalesNexus

    SalesNexus

    SalesNexus

    With automated tasks for your sales team, and all their email correspondence on one easy to view contact screen, your sales team will become selling dream machines! Stop letting leads and $$$ slip through the cracks! For about $2 per day, you can reach out to more leads through follow ups and email marketing, organize your sales team, capture leads from your website, and all emails to and from your team! You know it’s time to get more organized- and your other CRM just isn’t cutting it. Stop letting leads and $$$ slip through the cracks! For about $2 per day, you can reach out to more leads through follow ups and email marketing, organize your sales team, capture leads from your website, and all emails to and from your team!
    Starting Price: $45 per user per month
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    Evercontact

    Evercontact

    One More Company

    Let Evercontact keep your address book up-to-date, magically creating new contacts and updating existing ones. More than 40% of the average address book changes within 3 months. Evercontact ensures you always have the latest contact info. Evercontact extracts contact info from the email signatures in your incoming email. Our service creates new contacts for you and also auto-updates any changes to your existing contacts. Our subscription plans allow for unlimited contact updates, multiple email accounts, centralized address books, CSV downloads and CRM integration. Your personal information belongs to you and you alone. Evercontact is GDPR compliant when it comes to user security and data privacy. Our service is available for Gmail, Outlook and Office 365.
    Starting Price: $5.00/month/user
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    Copy2Contact

    Copy2Contact

    Anagram Technologies

    Copy2Contact is used by companies and individuals to capture key business information about clients and leads. Smart professionals use Copy2Contact to slash data entry time by 98% and triple accuracy in their day-to-day tasks. Copy2Contact captures contacts, leads, appointments, and events into Microsoft Outlook and Salesforce.com on your PC or address book on iPhone. Grab contacts from emails, documents, resumes, websites, and more. Copy2Contact is a proprietary technology that saves time managing contacts and appointments. It eliminates errors and wasted time by grabbing an entire contact or appointment at once, right off the screen and into contact, calendar, and CRM software, without retyping. It works from email signatures, web search results, documents, resumes, and any other source of contact or event information that's a routine part of any professional's daily workflow.
    Starting Price: $34 per user per year
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    Cisdem ContactsMate
    Quickly get contacts from Apple Contacts, Google, iCloud, Outlook, CSV, vCard, more. Easily group, tag, add, edit, print, share and email contacts as you like. Accurately delete duplicate contacts, fix conflicting or incomplete contacts. Export contacts in CSV, Excel, vCard to send holiday greetings or business emails. ContactsMate will automatically import contacts from Apple Contacts each time it launches. Import contacts directly from CSV or vCard file, so you are always ready to manage your local contacts lists. Sync with popular third-party contacts systems, including iCloud, Google, Outlook, Exchange, Yahoo, AOL, etc. ContactsMate displays contacts details in the info panel, including photo, name, email, address, etc. Groups or tags help sort a long list of contacts by different parameters, making it super simple to categorize and organize your contacts. To expand your contacts database, you can add a new contact and edit info by typing into the fields.
    Starting Price: $39.99 one-time payment
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    folk

    folk

    folk

    folk is the CRM that works for you, not the other way around: it's lightweight, customizable, and powered by AI. folk's mail merge software lets you send emails in bulk, with as much customization as you want, from your own domain. Forget time-consuming copy-pasting; now you can build out your CRM with ease using folkX. Take the legwork out of collecting contacts for prospecting, hiring, fundraising, and much more. You can also use folk with 4000+ Integrations to build powerful automations with your favorite tools: Typeform, Webflow, Calendly, Slack, Airtable, and many more. Impress contacts with your thoughtfulness: make notes in folk whenever and wherever you interact, so you never forget a detail.
    Starting Price: $14 per user per month
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    Kontact
    Handle all your emails, calendars and contacts within a single window. Handle your email, calendar, contacts and other personal data with Kontact. Kontact groups everything together in one place and helps you manage your communications, organize your day and work with your colleagues. Become more productive with Kontact. Kontact unifies all our PIM applications into a single window to give you the best possible experience and boost your productivity. With Kontact you can use all the tools of our powerful suite in one place. Unlike proprietary web applications we value your privacy and support open standards, which is why Kontact gives you full control over your data. You can of course also access your data offline if you want to. KMail is a state-of-the-art email client that integrates well with widely used email providers like GMail. It provides many tools and features to maximize your productivity and makes working with large email accounts easy and fast.
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    Sansan

    Sansan

    Sansan Inc.

    Sansan is a cloud-based/business card-based contact management/CRM system for companies and teams. It has 6,000+ corporate customers worldwide. Sansan dominates its market in Japan, and is available in an entirely English system. Users increase productivity and efficiency, more effectively follow up on leads, and companies cooperate on internal referrals. Sansan is centered on business cards, which are a rich source of first-party data, with superb accuracy. With this in mind, we use a proprietary combination of OCR and highly secure human transcription, in harmony with machine learning, to deliver 99.9% accurate digitization. And it's not just English and Japanese – Sansan's intelligent data recognition can read and digitize most of the world's major languages. This business card data serves as the core of a proprietary and shareable database of all contacts that a company acquires. The database grows into a priceless company asset, accessible via web
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    Popl

    Popl

    Popl

    Instantly share your info with a tap, scan, or send. Share contact info, social media, websites, payment apps, files, videos and more. Send your digital business card via text message, email, Airdrop, email signatures, Zoom backgrounds, iPhone widgets and more. Create, distribute, and manage digital cards across your team for maintaining brand consistency. Capture 300% more leads on average. View, manage, and export team-wide leads with one central contact book. Our goal is to help your team generate more leads in less time NOT give you a long list of onboarding todos. That's why we've partnered with Azure Active Directory to allow for instant member syncs. CSV imports or creating digital cards from scratch are also available.
    Starting Price: $102 one-time payment
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    CircleBack

    CircleBack

    CircleBack

    At the core of every success, there’s a valued connection: a partner, a mentor, a customer. CircleBack offers the technologies you need to thrive in those connections while still having the time and freedom to move forward and get stuff done. CircleBack targets the core of a major productivity problem: not having access to the people you need when you need them. Using a proprietary data engine, CircleBack discovers when important connection details change and surfaces new contact info to help you keep connections alive and get stuff done. Email signature capture creates contacts for the people you email but haven’t yet added to your address book, making it easier than ever to have the information you need for everyone you know. Add contacts to your address book in an instant with a powerful OCR business card scanner.
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    Xapsys CRM
    The growing CRM for Sage and Xero. Empower your sales team in minutes, nurture your customer relationship and grow your business, the easy way. Contact management. In minutes, all your contacts are imported from Sage and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name. Sales pipeline. Easily manage and track your sales opportunities to prioritize your work effort. With a few clicks, move your prospects from one stage to the next as you progress the deal. Opportunity statuses can be customized to reflect the steps of your sales process, together with the certainty percentage you typically experience for each stage of your sales funnel.
    Starting Price: 20 GBP / user / month
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    CONTACTfile

    CONTACTfile

    BarnData

    CONTACTfile CRM is your 'contact file'. It serves as your very own CRM solution. Entirely developed in the UK, it caters to contact management for small businesses. With CONTACTfile you'll have CRM tools at your fingertips; you'll be able to keep and find details of your contacts whether at home or work, be reminded to do things, import and export your data, and many other things! Have you ever wanted to find out how to get in touch with someone you know? Of course, you have, but where do you look? Many people will use their phones, and their emailing program, and some will have a pocket full of business cards; this is obviously far from ideal. If you are a contact manager, ask yourself if you could do it better. Would you be able to be more efficient in your work if you had a contact manager program? If the answer is "Yes", then you probably you need a business customer-relationship management (CRM) system!! All businesses that mean business use CRM systems.
    Starting Price: $150 one-time payment
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    Sapientech Software Suite
    Built on Microsoft technology, Sapientech Software Suite Dynamic Content Management is the ultimate in contact management and tracking. Going far beyound the capability of Microsoft Outlook, Sapientech Software Suite Dynamic Content Management provides the user with a rich platform that can be customized to fit the user's needs without having to change the way in which they conduct business. The user friendly interface ensures that even the computer novice can easily navigate the application like a professional. With Sapientech Software Suite Dynamic Content Management you can - Manage all contact information fron one central location (database) - Upload emails, documents, graphics, etc. - Sort clients by either last name or company name - Define new forms and database fields using the form editor - No programming experience required - Automatic version control for attachments - Create, store and track notes and attachments related to a particular client
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    Karani

    Karani

    Karani

    Stay organized, track your finances, and build better relationships using Karani. With Karani, it's easy to track your finances. Add or import your gifts and pledges with Karani so you always know where your funding is at. Fundraising is all about relationships. Use Karani to remember all the calls, asks, letters, thank you's, meetings, and interactions you've had with the people in your network. Spend less time figuring out what to do next. Keep your fundraising to-do's in Karani and say bye-bye to messy paper to-do lists forever. Store the contact information of your donors, prospects, and everyone else who matters in your fundraising. Since Karani lives in the cloud, you can access this information with an internet connection anytime, anywhere. The Karani support team is made up of former fundraisers who've experienced the pain, privilege, difficulty, and joy of fundraising. We know what fundraising is like and we know the ins and outs of Karani.
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    Union Fusion

    Union Fusion

    Union Fusion

    Union fusion manages local dues, apprenticeship data for jatc's, remittance, benefits management and much more. Dues collection, member portal, scheduled payments, dues checkoff, events management, comprehensive contact management. Apprenticeship administration, upgrades, ojt, certifications, class management, grading, attendance and more. Remittance management, benefits, pension disbursements, health benefit, disabilities, annuities and 401k accounts. We have fully integrated a payment platform so that you can process dues one time in our application and the process is complete. Allow your members to go online and pay their own dues or schedule a payment at the end of each month. We also support integrated communication using Amazon simple email and Twilio text messaging and robo calls.
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    Dex

    Dex

    Dex

    Dex is a personal CRM that reminds you to keep in touch with people you would otherwise forget. Bring together LinkedIn, email, calendar, and contacts to build stronger relationships. Dex brings together LinkedIn, email, and all your daily tools. Keep in touch, remember where you left off, and see everyone you know. Manually keeping track of who you've met takes time you don't have. You're wasting time copying and pasting. It's even harder to keep your contacts up-to-date. Dex lets you connect to LinkedIn and other sources in minutes. New job titles will be synced automatically. Spend less time on data entry and focus on what matters — building relationships. Dealing with heavy, complicated systems like Salesforce is overkill for keeping in touch. Your relationships don’t belong in a sales CRM. Spend less time navigating menus and seamlessly pick up where you left off. Dex will let you know when your connections change their title, providing the perfect opportunity to reach out.
    Starting Price: $12 per month
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    CiraSync

    CiraSync

    CiraSync

    Manual workarounds for syncing contacts, calendars, and notes to smartphones are error prone and time consuming. Custom apps are not scalable or have limited functionality. Without an automatic GAL sync solution, employees waste time looking up current contact information, are unable to identify critical business calls, or are forced to make manual updates. Unsynced shared calendars lead to missing business-critical meetings and ineffective management of projects, emergencies, or shifts. The CiraSync platform provides centralized administration with single sign-on, granular control, and best-in-class support. No software to install, no client configuration, and no need for user training. Sync unlimited number of contacts, shared calendars, and notes multiple times a day. Control who gets which contacts and calendars by leveraging existing distribution groups.
    Starting Price: $1 per user per month
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    Upstream Works

    Upstream Works

    Upstream Works

    Keep up with changing customer expectations and give your agents an enhanced agent desktop that will empower them to provide personalized, meaningful, and efficient service. Better experiences start with Upstream Works omnichannel desktop solutions. Unified agent desktop with productivity tools and visibility of all channels, interactions, and applications for personalized CX and improved FCR. Convenient channel flexibility with voice, email, web chat, messaging, social, video, co-browse, bots, conversational AI, and more. Integrate with any AI and business application and CRM system to streamline workflows and increase agent efficiency. Improve business outcomes with real-time and historical omnichannel dashboards, reports, and analytics including FCR, CES, and bot analytics.
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    Method:CRM

    Method:CRM

    Method Integration

    Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.
    Starting Price: $25.00/month/user
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    Raynet CRM

    Raynet CRM

    Raynet CRM

    Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –⁠ all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective. Who, when, with whom, for how much… Everything about open deals in one place: Just one look gives you a very good overview of how your salesmen are doing. You get 100% control over your sales and save time on meetings or tailoring proposals. Why Raynet? Smooth integration with you calendar, e-mail, phone and other applications, all your data in one place, your team can work from anywhere, immediate analysis of your sales score, increased productivity and effectiveness. Free trial for 30 days: Make sales easier.
    Starting Price: $25.00/month/user
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    SalesOptima Stratus
    SalesOptima is ideal for anyone or any business that doesn't need a complete CRM software application. Our fully integrated, web-based contact manager contains all of the tools necessary to run a small business. Your homepage will offer convenient access to all of your contact information so that you can seamlessly manage and interact with your contacts. It's accessible from any computer or mobile device, so you'll never be stranded without all of your vital business information. Our Sales Optimization tools allow you to get more work done in less time. SalesOptima gives you the ability to create multiple web forms and use them to collect data from your website, initiate sales and workflow automation campaigns, and more. You'll have total control over the time between workflow events, so that you can create and maintain customized sales, marketing and customer service processes.
    Starting Price: $39 per month
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    Datrm.in

    Datrm.in

    Flat Creek

    Encourage your top contacts to take action with an integrated call tool that can be customized for specific events. Filter and group your contacts by activity, transactions, custom fields, even proximity. Enhance your existing contacts with social, consumer and voter data from third-parties like FullContact. Create filters to automatically segment contacts into targeted drip and retargeting campaigns. Import existing contacts from Excel, Google Contacts, website forms, and hundreds of other sources. Create custom user roles with specific permissions for what users can see and do in your account. Mobilize your network to help you reach your goals. Datrm.in is here to help professionals, non-profits and campaigns build stronger relationships with their audience and mobilize them to take action. Easily track online and offline contributions, create call lists, see call results in real-time, and export lists for mailing and compliance.
    Starting Price: $250 per month
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    MessageMadeEasy.com

    MessageMadeEasy.com

    Message Made Easy

    Group Messaging keeps your Organization on the same Email, Text, Voice Message. Text EASY to 313131 to learn more about our options. TCPA Compliant, HIPAA Compliant & PCI Compliant. Can send reminders with Text, Email, Voice or a Combination. Drive show rates by 28% with appointment reminders. Choose from Text, Email or Voice. Include a link to forms that need filled out. HIPAA Compliant. Drop voice messages in Digital voice mail without ringing. Never dials a phone number. Delivers the voice message much like an email. Over 90% of voice messages will be heard. Engage customers directly and personally. Group Messaging for Schools, Churches, and Organizations. Send messages by Text, Email or Voice. No software to download, no licenses to purchase. An unlimited number of groups. Still an effective way to communicate. Customize templates. Customized instant email responses. Bulk email campaigns.
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    SigParser

    SigParser

    SigParser

    Turn Your Emails Into Contacts. Automatically find every contact detail from your emails, email signatures, and calendars. Easily sync with CRM and marketing apps so your contacts are up to date. How SigParser Works. We make it easy for individuals, teams, and entire companies to find and update contacts and more from their emails, email signatures, and calendars. Millions of Contacts Found. On average, a team of ten sales reps will find 15,600 new contacts in the past two years of their email and calendar accounts. Daily Scan & Sync Pricing. SigParser will automatically scan all email and calendar accounts multiple times a day to add and update contacts to your CRM and marketing applications. History Scan Pricing. Scan up to ten years of historical emails and calendar events to create a high quality contact list to be integrated with CRM and marketing applications. Developer API Pricing. SigParser has a rich set of APIs that developers can utilize to parse email contents
    Starting Price: $59 per month
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    Voiie

    Voiie

    Voiie

    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.
    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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    Auric Prospector

    Auric Prospector

    Auric Technology

    Auric Prospector is a one-stop CRM solution designed to help businesses bridge people and processes. An on-demand customer management system, Auric Prospector offers flexible and innovative built-in features that help teams optimize processes and manage contacts, prospects, and customers. It offers a wide range of tools for opportunity or lead management, customer service and support, list management, contact management, ERP, reporting and analysis, and more.
    Starting Price: $20.00/month/user