Alternatives to easygrahak
Compare easygrahak alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to easygrahak in 2024. Compare features, ratings, user reviews, pricing, and more from easygrahak competitors and alternatives in order to make an informed decision for your business.
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1
CompanyHub CRM
CompanyHub
CompanyHub is a cutting-edge customer relationship management (CRM) software with Sales Bots that helps manage leads and sales pipeline activities. Incorporating email scheduling, tracking, and reporting technologies, CompanyHub delivers a smart CRM solution for sales team through a single and centralized platform. Fully customizable and easy to use, CompanyHub helps you build strong relations and win more deals by nurturing leads, sending reminders to clients, automating alerts for the sales team, creating follow-up tasks for contacts, and so much more.Starting Price: $32.00/month/user -
2
CVenture
Chamunda Tech-Net Service
C-Venture is a free Sales Enquiry Management software to cater the needs to manage leads, quotes, follow-ups, managing sales order, Manage invoicing, Proforma invoice, Delivery Notes etc. Customer Support Management is also included in C-Venture that makes it a complete Customer Relationship Management Software. CRM that covers every aspect of business. Purchase management System makes C-Venture unique from all other CRM’s.. CRM that meets the needs of all business. Mail to Sales enquiry and mail to Support ticket features removes the pain to track emails. Sales executives can manage all their Enquiries and leads. They can manage customers contact informations etc. Sales Co-ordinators can view and respond to all enquries. Sales executives can update their follow-ups (Visit, Phone, Mail) and keep the team informed about follow-up. Automated daily report generated per sales executive as per follow-up data. -
3
iTours
IT Web Services
iTours is a complete ERP software solution specially designed for tour and travel business to simplify their travel related tasks. Travel companies can manage and boost their travel business with the help of iTours top features like Advanced CRM, Auto Accounting, B2B, MIS Reports, Promotion, HR management and so on. iTours comes with an advanced features, that travel agencies can manage their travel business with in easy and efficient manner. iTours travel ERP software automates many back office activities related to travel business with its efficient and user friendly features. With iTours CRM feature travel companies can manage inquiries, follow ups, quotations, alerts- reminders etc. B2B feature of iTours help managing suppliers easily. Accounting feature facilitates easy management of payments, receipts, invoices, sales, purchase, cheque related information, tax, quotations and many more. -
4
helloGTX
Catabatic Technology
helloGTX is an award winning travel software which helps travel agents and tour operators to automate their day to day activities. A Travel CRM is customer relationship management software which helps travel companies or tour operators to improve their lead management and conversion process, increase sales efficiency, streamline follow ups and rapidly expand their customer base. Software specifically designed for both TMCs and DMCs. helloGTX is the very cost-effective software which is designed keeping in mind all categories of travel partners. It's very easy to use for various Travel Partners and helps them organize their Corporate & Customer data, Automates Query Management, Initiates Payment Requisition, Allows Invoice Generation, Quotation Generation of contracted suppliers, Sightseeing and Transfers etc. -
5
Flowlu
Cloud Solutions Global FZCO
A comprehensive, all-in-one solution for business management and team collaboration. Streamline your workflow and propel business growth to new heights. Experience seamless integration of powerful features: CRM: Effectively manage customer relationships through contact management, lead generation, and sales pipelines. Project & Task Management: Plan, organize, and monitor projects using intuitive tools like Kanban boards, Gantt charts, and real-time progress reports. Document Builder: Easily create professional quotes, invoices, proposals, and other essential documents. Financial Management: Keep track of revenue, expenses, and cash flow with insightful financial reports. Knowledge Base & Mind Maps: Build a centralized repository of company knowledge, FAQs, and training materials for easy access and reference. Client Portal: Offer clients secure access to project updates, invoices, documents, and communication channels for enhanced collaboration.Starting Price: $29 USD/mo -
6
Insureio
Insureio Technologies
Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.Starting Price: $25 per month -
7
Delta Sales CRM
Delta Sales CRM
Delta Sales CRM is a complete sales life cycle management software that helps you manage Leads, Customers, Invoices, Sales Activities all in a single platform. Keep your entire data safe in one place, and keep your leads organized. Proper attention and timely response would enhance customer relationships. Save time and effort spent in managing data, and automate repetitive tasks. With managed sales pipeline, reminders and notifications, double team communication. Track & have a better understanding about lead sources enhancing decision-making. Organized information, timely communication and follow-up would help in increasing sales. Save 20 hours per month by keeping all customers and leads data in one place.Starting Price: $7 per user per month -
8
MaxCustomer
MaxCustomer
MaxCustomer is an easy-to-use Customer Relationship Management (CRM) system that provides businesses the ability to analyze and increase their sales by effective management of revenue opportunities, customer relationships, and sales growth. MaxCustomer is focused on giving our clients the ability to manage the complete customer relationship process from a single page. We ensure that our clients get the best of the below benefits at all times to improve their businesses. Choosing our MaxCustomer for your CRM needs means that you choose to take your business to the next level. Track your sales, leads and provide you with real-time reports so you can monitor the status at any given day and time. Help you identify and prioritize customers that require further attention to avoid losing them and regain their trust. Provide your reps the ability to add, follow-up and convert good leads to new customers.Starting Price: $3.95 per month -
9
Spinso SalesTracker
Spinso
SalesTracker is simple ready to use sales lead management software to manage leads & its follow-up. Managing leads in excel or spreadsheets has its own limitations such as lack of centralized management and lesser control over data as it is scattered across different folders, workstations, branches, or even geographical locations. It is difficult to collaborate, generate reports, analytics etc since the information is managed individually by stakeholders or managers. With SalesTracker you can centrally and systematically manage lead data. It has a simple intuitive & work flow interface that enables you to focus on the actionable leads for quicker and timely actions, you can not only manage you leads but also multiple follow-ups, track stages capture regions, create quotations & more. It has all the essential features to efficiently manage lead & generate more closures thus improve productivity.Starting Price: $2 per user per month -
10
Money Advice + CRM
Money Advice
Managed and developed by experienced financial services professionals the software is the product of more than 20 years experience building software for the broker industry in Ireland. The application is designed to manage the end to end office requirements of big or small firms including marketing, sales, advice including full needs analysis, cash flow projections, compliance, comprehensive product library, pipeline and commissions management. Full Client Relationship Management is also included. Clients and policy details are updated and maintained from the following insurers; Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, Standard Life. Life Protection quotes also provided from all insurers. Money Advice +CRM provides all the software needs of brokers in one package. Provide advice through best price quotes on your web site and receive email notifications of all the enquiries generated. -
11
OneDigiFlow
OneBizStore Technologies
A simple CRM software to follow up with your potential customers through enquiry/sales life cycle, create and share quotations on the go, manage projects, tasks & job works with ease and send invoices in a breeze. In short, become productive and focus more time in growing your business. Our infrastructure is available 24/7 and you just need to enter your user name and password to get started. The dashboard with the help of our extensive algorithms and humongous lines of code learns from you adapts to you and gives it back to you. It displays important information about the quotes, estimates, invoices, etc., so that you, as a business can make meaningful decisions with just a glance. Get a 360-degree view of all your deals on a clean, visual mobile UI. Every activity that your sales rep performs on each deal can be logged, tracked and followed upon. Setup product/service SKU, quickly create estimates and share it with your customers for instant approval.Starting Price: $65.93 per year -
12
Worldsoft Business Suite
Worldsoft
Use the Customer Relationship Management to automate responses, react more quickly, send targeted messages, and keep track of everything. Statistics provides you with relevant data in real-time. Custom statistics can be defined quickly and easily in accordance with your personal requirements. Use WebConnector to easily integrate online forms, shop articles, online bookings, online surveys and customer administration into any static or CMS website. Customer acquisition by autopilot! The sending of personalized emails and automated follow-up emails (FollowUps) and SMS increases sales by 200 to 300 percent. Use Factura to easily and efficiently manage offers, orders, invoices, delivery notes, reminders and articles. Save time by automating work processes. -
13
Whiz Sales
e-Whiz Solutions
Whiz Sales Customer Relationship Management (CRM) is designed to foster collaboration and streamline processes for your sales team, resulting in higher productivity and acceleration of the sales cycle. This fully mobile application is so easy to implement and use that you’ll be up and running in a matter of days. With Whiz Sales, you can maintain all of your leads, customers, contacts, calendars, and follow-up data in a single seamless working environment. Access real-time lead status, monitor customer follow-ups, send customer greetings and more with these highly customizable dashboards. Keep the sales team on top of their follow-ups and leads with frequent, timely reminders for events, tasks, meetings, emails, and more. -
14
LoopSpark
LoopSpark
The go-to automated CRM solution for fitness studio management. LoopSpark is the best software for converting, retaining, measuring and growing your client base. LoopSpark's automated communications means no more client slip through the cracks. With assignable & trackable staff task management and 2-way text communications, your staff can turn opportunities into valuable outcomes. Save time behind the desk and spend more time with your clients! LoopSpark's simple dashboard makes it easy for your whole staff to get involved. Automate your repetitive tasks, keep your staff motivated with an easy and organized tasking system, identify opportunities with behavioral audience segmentation. Targeted, real time reporting. Gain a deeper perspective on your customers, provide more personalized relationship building and perfectly targeted communications.Starting Price: $189 per month -
15
eXert CRM
eXertERP
eXert CRM Software is a an advanced web based CRM software that combines sales, support and planning in order to reach the targeted audience for a better understanding about where the enterprise stands in terms of lead generation, follow-up, bucketing, sales funneling and forecasting regarding the various services or products offered to the end users. eXert CRM System is a handy web based tool with the latest integration features as a tab/palm/device ready application. eXert CRM software is designed on the basis of the current lifestyle and trending of the target audience and demographics. Client/Customer management would be increase efficiency with the 360 degrees integration through quotation/Orders to mention a few.. -
16
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 -
17
Sales1440
Constellation HomeBuilder Systems
Sales1440® provides lead management, sales automation, and customer relationship management (CRM) designed specifically for today’s builder. Easily manage the sales process from start to finish – track new leads, automate sales follow-up, track customer lots, manage floor plans and options selections, and automatically create dynamic sales contracts. The intuitive navigation guides staff through the entire sales process, effectively tracking sales leads and ensuring no opportunities or selections are missed. Capture and transfer new leads into the Sales1440 CRM system, while tracking progress throughout the sales process. Equip your staff with the tools necessary to easily follow-up with prospects, while automatically generating sales and marketing reports to fine-tune strategy and marketing campaigns.Starting Price: $65.00/month/user -
18
Apptivo
Apptivo
Discover how Apptivo CRM Software can help attract, engage, retain and delight more customers. No more juggling between various apps. Increase your productivity and boost your client relationship by managing your Customers, Finances, and Support right from your pocket. Get all the following apps in one CRM, Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, Expenses Reports. A simple online CRM system to store contacts, reminders, files, and communication history. If your business grows and you need more apps, feel free to add them from the App Store at anytime. Manage your sales pipeline, stay on top of employee activities, and close more deals. Track your sales and easily convert them into invoices to get paid quickly! Our mission is to reserve no effort to help our clients and their businesses to thrive and be successful. Everything you need in one cloud solution: CRM, Project Management, Invoicing & more.Starting Price: $10.00 per user per month -
19
PSXLink
OEConnection
Combining the power of PSX with the richness of RepairLink and CollisionLink data allows dealerships to take control of their parts business with actionable insights and easy-to-manage customer information. Visual, interactive dashboards to easily track parts department performance. Track and monitor all sales activities and schedule follow-up communications. Make proactive and informed decisions with dynamic filtering and reports. Track key data points and set up automated reports based on user-defined criteria. Receive on demand or automated reports on sales activity and follow-up progress. All tools necessary to navigate wholesale growth and turn your analytics into action. -
20
Sales Accelerator
VoltusFreight
Increase your revenue by managing enquires systematically. Know what and where your sales team activities are and track tasks easily. Track bottlenecks and increase operational efficiency. Create Jobs, related task, allot task to teams or individuals. Keep your books updated. Track income, expense, payment, account receivables, and account payables. Always be credit ready. Increase your business with VoltusFreight Freight Finance. Empower your customers to share enquire, receive quotes, chat, negotiate, finalize quotes, share PO, and track shipment. Always keep in touch with your partner agents. Send quotation request, receive rates, chat, negotiate, and finalize status.Increase your digital web and platform presence. Gain Visibility in private directories of customers and generate more leads. Digitize your Freight Business through custom-built freight forwarder apps to solve all your business automation needs.Starting Price: $2.00 per month, per user -
21
Salesbox
Salesbox
The sales platform that mobile users love. We believe customer management should be easy & mobile. So we’ve designed a sales platform with minimal data input and high value output to accelerate your sales. Get accurate sales forecasts with dynamic and multiple processes with focus on activities. Built in marketing automation generates leads automatically from web, campaigns, emails & social media. Salesbox adapts to your behavior and performance to guide you to the sales target or to remind when you fall behind. Delegate tasks & leads directly to colleagues or open ticket lists. Ask for help if you get stuck. Call and email with Salesbox to get complete tracking of your customer communication. Get guidance after each call. Manage Salesbox with your voice. Add notes, tasks, place calls, get routes etc. through voice commands. -
22
Donarius for Business
Nuverb Systems
Donarius® will make it easy for you to keep track of customers, sales, leads and accounts receivable. Track sales, track customers, print invoices, email invoices as PDFs, lead follow-up to get new customers, customize your customer types and customer characteristics, avoid duplicates by checking for duplicate customers, and more.Starting Price: $47.98 as a one-time payment -
23
webCRM
webCRM
Increase revenue, nurture customer relationships & analyse performance with our award-winning CRM platform. webCRM helps your sales team with practical tasks. It keeps track of the day’s tasks, remembers follow-ups and quickly puts together call lists or segmented e-mails broadcasts. Yet, those are just some of the many features which allow you and your team more time for customers. Now it has become easier for salespeople in your team to remember all the important follow-ups. Task management on the home page gathers the to-dos for the day. Analyse data and produce quick reports which you can present in the sales meeting. Or use the analysis tool to segment e-mail broadcasts. Get rid of a lot of duplicated work in both the sales team and in the accounting department. Synchronize data from your existing ERP system with webCRM. A new system is only successful when it is used. webCRM is created by experienced salespeople.Starting Price: $23.00/month/user -
24
Bonzo
Bonzo
We are not a CRM, we are Conversation Software. Bonzo helps business owners create conversations at scale and empower their voice through simplicity, automation, and authentic outreach. Easily build automated workflow campaigns through 5-channel follow-up, including sms, email, video, calls, and voicemails. Speak directly to your audience with custom data fields, personalizing your outreach around who they are and what they’re looking for. Respond and converse with your prospects with our mobile app, Bonzo Go. Use our proven, pre-built campaign templates to drive inbound conversations. Get up and running in minutes. Send bulk texts, emails, and voicemails to your database with just two-clicks. Easily manage your people and conversations with simplicity. Remind yourself to get back with a prospect, send documents, or follow-up. Distribute leads to team members in a round robin rotation and track the progress of each lead. -
25
karmaCRM
KARMA Software
Build better customer relationships by enhancing clarity and efficiency through karmaCRM. A fully customizable Customer Relationship Management (CRM) platform, karmaCRM is loaded with features for closing more sales, knowing customers, simplifying and optimizing workflows, and planning and organizing tasks. These include automated templates and reminders, easy access to contacts, information, and history, calendars and task management, email templates and mass email distribution, and so much more.Starting Price: $9.00/month/user -
26
Build Formula
Build Formula
Build Formula helps with every step of the build from the sales process and project planning to material tracking and client communication. A comprehensive solution that has been built centered on the Real Estate industry’s needs for Management of construction projects. Complete Sales Management makes it easy to organize and grow your customer relationships with tracking, data visualizations for Sales, and more — all in one platform. Build Formula is your partner for stunning customer relationships. Now, close more leads with a highly streamlined process. Your system builds Your Business. Automate your construction process, boost productivity, and build an organized future for your real estate business. Process Build for Your Business. -
27
oClient
GETREVE
We help entrepreneurs to improve their sales with great client management. We offer a powerful tool with a unique pricing plan "Pay as you want". Collect all the client data you need. Add custom fields, groups, and tags, import and export documents. Make your account management easy and simple. Increase the number of your appointments and improve their quality. Use reminders to help you keep track of your clients and appointments. Share the calendar with your peers. Improve your account management by adding contracts, offers, files, tasks, and assets. Feel free to use the customer support system if your clients' have issues.Starting Price: $1 -
28
HelloLeads
HelloLeads
HelloLeads is an enterprise-class lead capture, lead tracking and lead management solution that’s both cloud-based and mobile-driven, caters to B2B and B2C users. This sales management/contact management software specializes in transforming and solving the pain of every sales professional in managing lead information and scheduling sales follow-ups. This complete lead management solution helps to manage, engage, and convert your leads. HelloLeads helps sales teams to improve conversion rates by providing deeper insights on prospects, driving rapid lead response, and improving selling discipline. This simple and smart lead management solution offers you the tools and capabilities you need to drive engagement with your leads and potential clients at every opportunity, whether at trade shows, exhibitions, field sales, social media marketing, and various other sources. It offers a combination of web-based and mobile (Android and iOS) lead management for large-scale sales teams.Starting Price: $12 per month for 2 users -
29
TeamWave
TeamWave
A better way to manage your sales, projects, team, clients & marketing - on a single platform. Powerful, affordable & easy to use software for your business. Our visual sales pipeline prompts you to take action, remain organized and stay in control of the complex sales process. Easily customize your sales pipeline, filters, contacts and deals to suit any type of sales process. Keep track of hours worked, improve your team's productivity and your bottom line. Our mobile apps let you access your deals, tasks, projects and contacts even when you're on the road. Schedule and track meetings, tasks, milestones and events for you or other team members. Work with clients, partners and your team. With the option to keep things private, you control what the client (and team members) can see. Manage all contacts from one place, get a clear overview, and build better relationships.Starting Price: $39 per month -
30
LeadTrac
National Data Systems
If your current software solution is not optimized to allow you to easily manage your data, financial transactions and client communication, let's talk! Your business works with data. Optimize how it's managed. Enjoy the flexibility of having customized field sets to organize data and streamline intake, enrollments, and sales with LeadTrac™. Utilize powerful, configurable workflows by department to keep employees, tasks and client relationships on track.Starting Price: $39.95 per user per month -
31
OfficeClip Contact Management
OfficeClip
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 -
32
Gold-Vision CRM
Esteiro Business Solutions
Win more customers and increase client satisfaction with Gold-Vision CRM, a customer relationship management (CRM) platform. Gold-Vision CRM modules include marketing, sales, projects, support, and events. Organizations of all sizes are suitable for Gold-Vision CRM. Automatic tracking and synchronization of emails are two of the core features of Gold-Vision CRM. With Gold-Vision CRM, users can use the dashboard to gain valuable customer information for analysis.Starting Price: $21.50/month/user -
33
Salesforce Starter
Salesforce
Get started with CRM and see results from day one with Starter Suite — the all-in-one suite of the marketing, sales, service, and commerce tools you need to succeed. Get the power of the world’s #1 CRM in a simplified, easy-to-use suite built for growing businesses. Starter Suite enables you to quickly organize data, manage customer relationships, and gain valuable insights into your business. It’s a simple yet powerful CRM suite that’s easy to set up in a matter of minutes with social sign-on and built-in guidance. Nurture prospect and customer relationships with premade, customizable email templates that match your brand. Use built-in analytics to review performance and deliver effective marketing content. Unify your customer data across marketing, sales, and service to intelligently segment your audience based on their actions and behaviors. Segmentation helps you build lasting connections with your customers by sending personalized, relevant, and timely messages.Starting Price: $25/user/month -
34
PipeCycle
CustomerSquare.com
Turn every channel into a revenue channel and drive business growth. Automatically Capture leads and sales enquiries from websites, emails, social channels, phone calls etc. Success of any business lies in proper monitoring and management of Sales pipeline. Visual pipeline helps you to stay abreast with all the deals in various stages. Get 360° customer view on a single screen. Communicate with your contacts across various channels. Access conversation history for every contact. Focus on important stuff and put the rest on autopilot. Create rules & workflows to Automate follow-ups, Automatically assign deals to users. Connect PipeCycle with other productivity apps. Capture Leads location, find Leads near you. Automatically capture team members locations and view on Map.Starting Price: $15 per user per year -
35
SAIBAOnline
Simson Softwares Private Limited
SAIBAOnline is the Enterprise Resource Planning (ERP) software that streamlines and synchronizes separate departments of insurance broking house into one unified software system. It acts as a central repository for all information that is shared by various departments and provides seamless flow of data across the organization. - Salient features of the system are: The software application can be accessed both internally and via the internet. Some of the prominent features of SAIBAOnline include. 1) Providing end to end solution from Customer Relationship Management (CRM) to Claims management 2) Integrates with online platforms – Quote and Policy management tracking automated workflows. 3) Robust CRM tool with simple and easy integration, remote access & lead generation along with follow-up tracking 4) Comprehensive Policy Management for all types of Policies 5) Strong Renewal Management system 6) Efficient Brokerage & Claims Management System -
36
Ambivo
Ambivo
Get organized and follow up on appointments and reminders. Engage your leads and create accountability for everyone on your team. Unlock the power of AI to elevate your notes, emails, and client correspondence. Ambivo is where all business owners turn to build a thriving business for their team. Enjoy working with an all-in-one solution. More closings with our state-of-the-art CRM system. More vacations when you let go of the manual work and use a robust automation system. Optimize your CRM and business processes with our AI empowerment suite. Get guidance on nurturing clients, closing deals, and maximizing profits. Enhance communication and automate tasks easily. Capture leads efficiently with customizable widgets. Gain valuable insights through flexible reporting solutions. Ambivo is the go-to platform for business owners looking to establish a successful business for their team. Ambivo provides specialized modules tailored for real estate and insurance brokerages.Starting Price: $29.99 per month -
37
ActionClient
ActionClient
ActionClient, for SMEs and the self-employed, lets you concentrate on sales and prospecting. CRM for SMBs, small businesses, freelancers, and sales reps – simple, easy, and effective to boost your sales. The only customer relationship manager made by salespeople for salespeople. You’ll be interested in this tool if you’re a small business, SME, VSE, startup, or freelancer, and your priority is to develop your business. A company is only as good as its customers, so your priority is to serve them as well as possible so that they stay and to attract new customers. Representatives and agents in the following sectors: insurance agents, real estate brokers, financial advisors, financial planners, multi-card representatives, and brokers in all fields. Customer service agents who want to provide personalized service and develop a new customer base. -
38
Easy CRM
Shoppias
When your business looks at every transaction through the eyes of the customer, you cant help but deliver a better customer experience, which in turn increases loyalty to your company. Easy CRM software brings together all information from different departments throughout the company to give one, holistic view of each customer in real time. Manage and invoice projects with the powerful project management feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff. Build professionals and great looking invoices. Attach files and send directly to your clients. A subscription and audience management platform that automates accounting, fulfillment and operations. Kicks off the sales process to identify potential leads, and prepare for the forecasting of those sales in production in minutes. Win more business, Get paid faster. Forget about never ending sales process.Starting Price: $5 per month -
39
JeffreyAI
JeffreyAI
JeffreyAI is an AI-driven business automation software designed to enhance sales and marketing efforts. It offers solutions for lead generation, email automation, social media posting, WhatsApp marketing, and SMS marketing. Additionally, it provides tools for organizing workflows, engaging clients through dynamic capabilities, and automating various tasks to transform business strategies. By integrating advanced AI features, JeffreyAI aims to streamline operations, improve efficiency, and drive business growth, allowing users to focus on relationship building and deal negotiations. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead GenerationStarting Price: FREE -
40
bten
Bten
You register your sales, and we send evaluation requests, encouraging your customers to publicly share positive experiences and to contact your company if there is any dissatisfaction. Respond to your customers within the tool itself to demonstrate that you care about their satisfaction. When your client takes the time to make a positive or negative assessment of your company he is giving you a valuable indication of where to invest or improve. Organic engagement with your customers doesn’t have to be an expensive time-consuming chore. Bten provides you with communication tools that can help you drive dollars to the bottom line. Every step can be branded to fit your organization and customized to retrieve the information that you need while offering your patrons an experience that helps become a growth-driver for your operation. When people talk about the importance of follow-through in the customer experience, they’re talking about the importance bten. -
41
eWebLife
eWebLife
At the core of eWebLife is our People Relationship Manager or PRM, a suite of web based tools to help organizations manage their clients, prospects, members, employees, volunteers, mentors, contacts, etc. eWebLife provides a single system to consolidate your technology needs including sales lead tracking, invoicing, donation management, event registration and payment, membership management, communications and more. eWebLife offers both custom and template websites that can be fully integrated with eWebLife's People Relationship Manager and eConnectLife and other services. With a fully integrated solution, you will have access to your website contacts to help you grow. eWebLife has solutions that will enable for profit & not for profit organizations to consolidate their technology & grow their organization. -
42
Intrabench
Intrabench CRM
Small business CRM software to manage all your customer relations using your contacts and company knowledge. Intrabench CRM is a convenient software centre to manage your accounts, invoicing, sales and marketing. Intrabench CRM software also provides full email management capabilities including client tracking and bulk email. Intrabench CRM is a fast, secure and reliable way to organize contacts, drive sales, manage productivity and keep accounts - all from your personal user-interface - simple and intuitive CRM. Intrabench is designed with the business in mind, each feature is created to save time and enhance your productivity. Have a look at the features and see how some of these will benefit you, from searching for clients, call back reminders, opportunity tracking, quotes and invoicing to automatically chasing payments. Intrabench offers you the entire circle of operation that no other small business CRM system can offer. Try it and you'll see why so many people love it. -
43
Solar eCRM
Solar eCRM
Solar eCRM, enterprise-wide Customer Relationship Management (CRM) system for the solar industry. Cloud-based online system allowing for a fully automated business process. Leaving you to focus on growth and profitability. With a quick and easy setup, you will have the ability to automate your day-to-day solar business activities with this powerful and versatile system. Have greater control over your leads with all the information you need within your grasp. Never miss out on a lead opportunity. Create accurate, comprehensive quotes and send them to clients instantly. Provide solar benefit analyses for the customer. Encompass all costs. Orders processed without losing track of customer, site, installer and product requirements. Track margins with standard pricing for sales orders. Compiled job packs for installers to minimise installation issues. Lodge and track STC claims. Connection and rebate forms to close the loop between installers and customers.Starting Price: $69 per user per month -
44
INES CRM
INES
Manage your existing clients and prospects in an efficient way. Optimize your relationship with them and centralize every interaction. Boost growth by selling more! Manage leads and opportunities, develop and send quotations. Automate your marketing actions, create campaigns, manage qualified leads and align your sales and marketing efforts. Create projects from customized models, plan your calendar and your GANTT. Manage your resources set up time management and get activity reports. Monitor your sales, purchases and stock, control your cash flow and get commercial strategy performance indicators. -
45
ROI 360 by TALONOID
TALONOID Technologies
ROI 360 is a versatile, fully customized platform designed to streamline and enhance business operations, specifically for service-oriented industries. It offers a comprehensive suite of tools to efficiently manage every aspect of your business. Key Features: CRM: Manage customer relationships, track interactions, and optimize your sales funnel. Sales Management: Streamline sales from quotation to fulfillment with accurate reporting. Invoicing: Simplify billing with automated invoicing and integrated payment processing. Project Management: Oversee projects with task assignment, progress tracking, and deadlines. Inventory Management: Optimize inventory levels and manage stock movements. Purchase Management: Automate procurement and manage vendor relationships. Manufacturing: Enhance production with planning, scheduling, and monitoring tools. Maintenance and Repairs: Schedule and track maintenance to minimize downtime.Starting Price: $9/month/user -
46
Ad Orbit
Ad Orbit
A stellar end-to-end solution. Extensive integration & configuration options. Real human customer service. Track revenue forecasts, create proposals, book ad inventory in real time, get e-signatures, capture payment methods, and help your team reach their revenue goals. Automation workflows allow IFTT processing for ad assignments, status updates, customer notifications (content collection reminders), ad serving & reporting. Systematically bill and track payments. Get insight into revenue forecasting, aging, cost of goods sold, and more via customizable dashboards. Integrate with ERP/GL platforms. Clients can sign orders, submit ad materials, approve proofs, pay invoices, view campaign performance details, and generate account statements online. Built with integration in mind, Ad Orbit makes it easy to plug in your favorite apps. From dozens of direct integrations with some of the largest media and tech brands, to our RESTful API & Zapier integration. -
47
Solid Performers CRM
Solid Performers Pvt. Ltd
Solid Performers CRM is one of the fastest Growing Pre & Post Sales Management CRM which suits any Business Need. We are an ISO 27001 : 2013 Certified Company for Data Security and Maintenance. Our State of the Art Cloud Infrastructure is backed by Amazon Web Server which helps us to provide you with the service availability, sustainability and reliability 24/7. We strive to Commit “Delivering Excellence” at all point in time. Solid Performers CRM is one of the very few SAAS CRM Software which is capable of performing multiple functions which includes lead management, Lead Followup Management, Client Management, Client Followup management, Lead to Client Conversion in One Click, Proposal Management, Proforma Invoice Management, Invoice Management, Product Management, Project Management and many other required functions.Starting Price: $ 20 per user per month -
48
Odore
Odore
Efficiently manage lead generation across numerous platforms in one central hub, collect valuable first-party data, track clear ROI with Odore attribution, and influence purchase decisions using targeted content at the point of sale. Harness campaign and customer data to enhance basket size, stimulate cross-category growth, and boost customer LTV, while personalizing content for each customer to encourage repeat purchases. Engage in organic marketing strategies, fostering brand advocacy through loyalty programs and referrals. Minimize churn with well-timed, relevant communication tailored to customer behaviors and intentions. Seize high-intent customers and maximize opportunities through timely offers for win-backs, abandoned carts, and on-site triggers. Maintain brand prominence by delivering the right content, effectively outshining competitors' initiatives. -
49
Contractor's Office
PrioSoft
Contractor's Office is an advanced, easy-to-use estimating software that includes features such as professional CRM (customer relationship management), bid management, quotation, invoicing, job tracking, accounting and job scheduling. This out-of-the-box solution comes with localized, accurate residential/commercial cost database, pre-defined and customizable templates, job costing and budget-to-actual control tools, and external interfaces with other software. PrioSoft has sold over 5,700 systems to construction professionals. We have found that customers choose our software because of its quality performance, accurate cost databases, its variety of quotation and invoice formats (including AIA), ease of use, and customer support.Starting Price: $795.00/one-time -
50
Teamzy
Teamzy
Teamzy organizes and manages your relationships for your network marketing business. Never feel salesly, we help you build authentic relationships. Complete your income-producing activities in less than an hour a day. Track and manage your prospects, customers, and team. Always know what to do next to grow your business; just follow the system. You didn't start your network marketing business to burn through friends and relationships, right? But at the same time how are you supposed to make sales and grow your team? Today, it’s about building real relationships and staying in contact with people consistently, so they think of you when they need a professional. This allows you to become the person they trust and recommend to friends and family. They'll either become a customer or join your team, and if not, they'll still become an advocate for your business! It's far more rewarding, and it's the way business is supposed to be done!Starting Price: $29.99 per month