Alternatives to EBP CRM
Compare EBP CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to EBP CRM in 2024. Compare features, ratings, user reviews, pricing, and more from EBP CRM competitors and alternatives in order to make an informed decision for your business.
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Tall Emu CRM
Tall Emu
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 -
2
ArcTitan
TitanHQ
ArcTitan is an email archiving and email data protection (EDP) solution allowing users to securely archive emails and simply retrieve them. ArcTitan is compliant, fast, secure, and M365 friendly. You can Save up to 75% of email storage space and costs with lightning fast search and retrieval. Significantly enhances Microsoft 365 email Search and Storage functionality with cost and time savings. With ArcTitan, our Cloud-Based Archiving Solution, users can fully offload their email storage requirements to the cloud. Email Archiving provides businesses with unlimited archiving of both inbound and outbound mail, as well as attachments, folders, calendar entries and contacts. The main features of our business email archiving solution include lightning fast search and retrieval, ultimate scalability, and full compliance with GDPR, eDiscovery, Sarbanes–Oxley, HIPPA, and other legislation for e-discovery, retention and audit. Book a demo today. -
3
SalesExec
ClickPoint Software
SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.Starting Price: $65.00/month/user -
4
Softland CRM
Softland
Softland CRM (Customer Relationship Management) will allow the commercial areas of companies to streamline the processes of prospecting, monitoring and closing sales with an agile, simple and intuitive solution. 360° view of the client, visualization of interactions, sales processes, accounts receivable, contacts, documents and relevant information. Everything on the same platform. Design and manage key processes such as order taking, opportunity follow-up, contact prospecting, marketing campaigns, etc. Get more done in less time! Softland CRM easily connects with our ERP, so you can synchronize the list of customers, products, stock, orders, sales statistics, collection portfolio, among others. Real-time activity monitoring. You will know exactly how your team is performing compared to sales targets. Work your way. CRM accessible from a web browser anytime, anywhere. -
5
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 -
6
VARstreet CRM
VARStreet Inc
VARStreet CRM helps you keep track of all the quotes that went out of your company. Your salespeople can work on opportunities, add notes, and activities, create To Do’s run follow-ups, etc. This provides them tremendous control over the entire process. They will be able to get better insights into the quotations and orders. Also shopping carts that were abandoned can be followed up better because of increased analytics in the CRM. A complete overview helps them do their job better which in turns helps in an increase in sales. VARStreet CRM is an extension of our quoting and eCommerce modules. All the quotations create Opportunities in the CRM for salespeople. Similarly, all the abandoned carts are also available in the CRM for follow-ups and further actions -
7
SalesUp! CRM
SalesUp!
SalesUp! is a CRM designed by commercial experts for the Spanish-speaking market. It is the sales management system that helps you increase the income of your company and the productivity of your salespeople. From the follow-up that your sales force gives to each of your prospects, you generate more business opportunities that become new sales for your company. The tools of the system facilitate the activities that impact the executive's work. Through the agenda, the configuration of the mail, templates and automatic communications, save time and that translates into effectiveness. Empower your management skills by standardizing the phases of your business process and make a positive and professional impression on your prospects and clients.Starting Price: $30.24 per user per month -
8
T-CRM
TECHNIX INDIA SOLUTIONS (P) LTD.
T-CRM is a Cloud based Customer Relationship Management encompassing direct interactions with customers, such as sales and service-related processes, and forecasting and analysis of customer trends and behaviors. T-CRM includes the below features: Manage Your Prospects Cold Calling and Prospect Filtering Lead Follow-up and Conversion Track Task and Activities Better Monitoring of Sales Team Know your Business Status for each Opportunity! Customer support MIS ReportsStarting Price: $8/month/user -
9
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
10
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 -
11
WAPI
WAPI
European marketplace aggregator for e-commerce sellers. Integrator of warehouses and courier services, fulfillment service provider (from order to purchase). Complete 3PL service in Europe in one API. WAPI will save you up to 50% on your fixed costs and take the weight off your shoulders by taking on supply chain, IT, and business development work. Manage all sales channels from one dashboard, follow your sales KPIs, and fulfill your orders in the WAPI system. Simple and quick integration with sales channels and CRM systems. Predictable cost transparency and finance reporting. -
12
JePilote
JePilote
Save time by automating your management with efficient online software. 100% compliant with the 2018 VAT anti-fraud law. Make good bills and be sure to follow the law. Accounting is no longer a constraint but an opportunity. Your management is monitoring in real-time with your accountant. You can be accompanied by a partner accountant (no obligation) Produce professional invoices in the colors of your company while respecting the legislation. Je Pilote offers you simple and effective accounting management. Your accountant has full access to your accounts. Auditing is much more efficient. Reduce accounting errors with Je Pilote. Je Pilote is software that complies and is legal under French law. Our data servers are reliable and are hosted in France, as is our customer service. Create and customize your quotes and invoices in the image of your company in a few clicks. Track your payments in real-time and never miss a payment.Starting Price: €12.90 per month -
13
LTC Quote Plus
StrateCision
The successor to StrateCision's acclaimed LTC Quote program for LTC quote comparisons, LTC Quote Plus is the new industry standard for comparing LTC policy rates. With LTC Quote Plus, you can get quotes for a single client or a couple, for virtually all current LTC insurance plans. Choose levels for all benefits, including special riders unique to the policy. Create single or comparative proposals, up to 6 on a page. Show additional illustrations such as cost of waiting, how inflation protection increases benefits, and alternative premium tables. Quotes are state specific and designed to mirror those of the carriers' software. StrateCision's LTC Quote Plus is an enhanced program which adds many features requested by users, including save and retrieve proposals Screen preview of all illustrations. Search for all plans with the benefits you are looking for, and rank them in order of increasing premium. Synchronize benefits for spouses. E-mail illustrations to clients.Starting Price: $25.00/month/user -
14
Big Purple Dot
Big Purple Dot
Create a queue from your leads and prioritize them based on their status. Disposition leads based on custom parameters and easily schedule a follow-up. Warm transfer calls to others on your team. Easily share and collaborate with team members and referral partners on any lead. Automate communication and increase lead conversion by connecting more partners to leads earlier in the sales process. Close more loans with a simplified experience for your borrowers that automates the process, connecting to their financial accounts to auto-populate most of the 1003, including their docs. Customize your workflows and automate follow-up to new leads as well as past clients with preset triggers to launch automatic reminders, emails, tasks, lead sharing and more with just one click. Robust tablet app with a sign-in sheet that syncs with your CRM. Upload your listing pictures and send your visitors a professional follow-up email containing the listing along with your contact information. -
15
Simply GDPR
Simply Digital Consulting
Simply GDPR is a GDPR (General Data Protection Regulation) audit and data management tool, designed to take the pain out of compliance with the GDPR. Unlike other products which often only offer a collection of forms and statements, or are limited to working in your website, Simply GDPR does much more. It will guide you through the process of obtaining consent for permission-based marketing and will also act upon it. Simply GDPR can also interact with and manage your permission records across your, and your suppliers', data stores and databases. Simply GDPR saves you time and money by creating a GDPR process, and reducing overheads by integrating all your databases into one. Our team has the knowledge and experience to design and develop FileMaker apps for your organization. Individuals or whole groups can be taught general FileMaker skills or those specific to your system.Starting Price: $17 per month -
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Telarus QuoteVue
Telarus
Gain real-time visibility into the status and details of all your quotes and quickly sort them by the elements most important to you, opportunity, current status, customer, and line-item information. Manual quote tracking is tedious. With Telarus QuoteVue, you can quickly identify the right support resources to address questions, changes, or issues that may arise. Telarus QuoteVue ensures visibility and accountability of your quote monitoring so you can gain peace of mind. Having clear visibility helps to streamline operations, promotes collaboration, ensures compliance, and provides valuable insights into your sales process, ultimately contributing to increased sales and improved customer satisfaction. Real-time updates keep your business flexible and able to deliver excellent customer service, collaborate effectively, minimize errors, and, ultimately, make more informed decisions to drive business success. -
17
Product Development Management
OLOtech
Integrated software for the production or the purchasing of garment, for sales, delivery and invoicing. Complete solution; EDI, Warehouses/Locations, Barcode, Multi currencies/Taxes, Discount, Commissions, E-mailing. Product Development Management generates production sheets and Product Lifecycle Management regulates production and sales. All product information is always live so no confusion and no mistakes. Software as a Service that runs on all computers, smartphones and tablets. Filtered access for employees, sales representatives, customers and suppliers. B2B Catalog and API for B2C Websites. Intuitive web interface and training videos integrated into the software. Business rules make it possible to modify almost everything at any time simultaneously by several users on several windows and tabs. OLOtech increases productivity by eliminating re-entry of information, taking physical inventory and using an Excel spreadsheet.Starting Price: $435 per month -
18
GRC Contact
GRC Contact
GRC Contact is an online CRM software dedicated to all VSEs and SMEs. Simplify your life with an "All in One" solution including CRM, quotes, invoicing, eMailing and personalized support. GRC Contact is a French company , specialized in BtoB with French servers and advisers. The company aims to be close to its customers, with “very responsive support” ( customer experience testimonial ). A single advisor customizes the software to suit the sector of activity and the needs of the clients. The GRC solution ensures security and confidentiality because it follows French legislation. The Cloud located in Paris saves all customer data which is secured by respecting confidentiality clauses and privacy. GRC Contact is the EASIEST commercial management software of CRM software. It is perfectly adapted to small and medium-sized companies, to help them in their various commercial actions.Starting Price: $28.72 per month -
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Focal Point
Focal Point
Your department’s success is only measured by one thing: cost savings. But no one truly understands the hundreds of little tasks it takes to achieve those results. A structured process makes it easier to identify opportunities and prioritize which projects to take on and when. All stakeholders know real-time status of each project and can download resources without always pinging your employees. One-click reporting easily demonstrates your value beyond cost savings, such as customer satisfaction and risk mitigation. Assign tasks and approvals to people in your organization and stop chasing team members to manually update reports. We’ll analyze your pain points to tailor a solution, providing technical and procedural advice. Transformation Revolutionize your department with a transparent and harmonized procurement process. -
20
IntelliCRM
IntelliCRM
The IntelliCRM is powered by advanced Sales Acceleration technology with an intelligent dialer that calls the hot prospects first to close deals faster. Make a call to a Lead or Contact with a single click. All those calls including a recording are then automatically logged removing any manual data entry. This will dramatically increase the number of conversations you can have. In addition, there is Local Presence which increases the opportunity of an answer and Play and Go Voicemail which saves precious time and breath. IntelliCRM will dramatically increase sales results by equipping your sales team with right tools to stay in touch with prospects and customers at the right time, allowing no opportunity to slip. With our automated Sales Cadence Sales Agents will easily be able to focus on the opportunities and tasks that are most important and they can ensure every prospect is followed up with until qualified. -
21
Repair Traq
Upland Consulting Group
Simple, easy-to-use, cloud-based system to run your repair business! Track your repairs, Create work orders, quotes, invoices, follow-ups, and more! Ditch excel and pushing paper for good! Spend more time communicating with your customers and growing your business with Repair Traq. Repair Traq even keeps your customers up to date with automatic custom status update emails. Create your own Repair Tickets, Invoices, and emails. Our Repair Modules are fully customizable, amenable to any type of repair–based business. We will help make it happen every step of the way! Repair Traq is a simple, easy to use, cloud based, universal repair tracking application to run your repair business! Track your repairs, create work orders, quotes, invoices, follow ups, and more! Perfect for repair shops and other service based businesses. Our system allows you to save your work orders, quotes, and invoices in a higly customizable, easy-to-use database.Starting Price: $15 per month -
22
SaleSqueze
SaleSqueze
Bring your showroom to your customer’s living room. Create an amazing buying experience for your bespoke products and increase sales by up to 486%. SaleSqueze helps you build an engaging customer experience for your products on your website and automates the selling of your bespoke products. Your sales team can leave the quoting to the system and focus on taking care of customers and closing deals. The buying journey has changed a lot and prospects that come in contact with you have already explored the market in detail through digital and made their decision. Give them an online experience to explore your products in detail and increase your chances to close the deal. SaleSqueze is the perfect sales-boosting system for businesses that offer or produce high-ticket, sophisticated, and highly customizable or bespoke products. Prospects use the system to self-generate a quote and submit a fully qualified inquiry that the sales team can follow-up and close. -
23
Osmos Cloud
Osmos Cloud
Osmos is the sales quoting software that will automate the entire process for you. With Osmos, you can create, send and follow up on quotes and estimates all day long! Osmos saves you time and effort by automating the quote creation process. It organizes all sales quotes in one place, making them accessible within minutes to you and your sales team. Whether you are working from home, coffee shop, on the road, or even the office, with Osmos, quote inflow never stops. You can create, send, and review quotes from any device, no matter where you are. Osmos generate real-time sales data and forecasts with customizable dashboards. Monitor quotes, sales team members, leads, sales, and generate reports to make data-driven decisions for the future. Complete freedom and flexibility to design your own quotes. In a matter of minutes with the use of our drag-and-drop functionality.Starting Price: $15 per month -
24
TRUE Contractor
TRUE
Manage your company’s sales leads and opportunities. Assign prospects to your sales team for follow-up, and allow them to track all their activities and notes. Put together quotes for your clients quickly using either our built-in pricing database, or by using one of our integrations that pulls in line items from other takeoff software. Generate beautiful-looking proposals for your bids using our built-in proposal generator. Then track all active bids and related documentation in our Bids module, preventing your team from missing any future due dates. Ditch the white board on the wall by taking advantage of our robust, customizable built-in calendar and scheduling tools. Easily track all available resources, and share schedules with the field using our TRUE Field app. Manage your contract jobs through our Contracts workflow. Stay on top of your budget by easily tracking your Schedule of Values on your larger projects.Starting Price: $29 per user per month -
25
Dragon2000 DMS
Dragon2000
Our dealer management system enables you to manage and understand every aspect of your automotive business by bringing it all under one roof. Gone are the days of switching between systems to manage your vehicle sales stock, customer leads, service appointments and your online advertising platforms. The DragonDMS is here to make you more profit, uncover new opportunities and save hours upon hours of unnecessary work. Your time is precious, so our easy to use dealer management system makes it a doddle to create, build and advertise vehicles on your website and other third-party sites such as Auto Trader and eBay Motors. Our garage software takes care of the entire workshop process, from estimates, bookings and technician job cards to service invoices and customer reminders. -
26
Groundhogg
Groundhogg
Launch Your Funnel! Grow Your List! Scale Your Business! Simplify, consolidate and automate your sales and marketing so you can save valuable time and get better results faster than ever before. Send personalized and highly targeted emails to your list in just a few minutes. Create simple or complex sales funnels to guide your leads through your sales process. Easily manage your contacts and collect the information you need through custom forms. Compliant will all recent privacy legislation in Canada and the European Union. View detailed reports about your email, funnel and contact activity to make informed decisions. Developers and external applications can take advantage of an extensive REST API. Designed with developers in mind, you can change or add anything to suit your needs. Will work with any theme automatically. Groundhogg is mostly a back-end tool and does not affect the appearance of your site. Groundhogg plays nice with many other plugins.Starting Price: $20 per month -
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Difenso
Difenso
The fruit of 5 years of research, the data protection we offer is the basis for a new approach to digital security. It is now major preoccupation for individuals, companies and organizations within the framework of harmonizing European Data Confidentiality laws. Organizations around the world are facing a dramatic increase in legal requirements to protect sensitive and private data. Companies that collect, process and store personal data and which infringe this regulation will face serious consequences. Although created by the EU, GDPR (General Data Protection Regulation) has an international scope, covering the personal data of European citizens and providers wherever the data is distributed worldwide. -
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MyClaimStatus
Medical Payment Exchange
If your staff is wasting precious time and resources by manually statusing claims on web portals and sitting on the phone with payors you need myClaimStatus. Get real-time, actionable claim status information on all of your claims and eliminate the waste. myClaimStatus’s suite of data tools helps you reconcile claims faster. It doesn’t matter how big or small you are. Save more with every claim when you use myClaimStatus. Are you working efficiently? MedX medical claim services use robotic process automation to maximize your workflow efficiency. Easily reconcile reimbursement rates with your contracted amount ensuring you’re receiving what you should. Drill down with real-time data for every healthcare claim from every payor, no matter the dollar amount. This is not your standard healthcare claims processing software. Optimize AR follow-up activities to work by exception and get more done in less time. -
29
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. -
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Closing Commander
ClosingCommander
Thousands of dollars in sales are left on the table daily for one reason: lack of follow-up. Even a small improvement in follow-up communication can yield a dramatic uptick in closed business. No sales process is complete without a consistent follow-up system. Traditionally, it has been incredibly frustrating for companies to get consistent employee participation in any process. The reason is simple: following up has always been a manual, time-consuming, and psychologically easy-to-avoid step. As a result, there are stacks of dead estimates worth thousands (even millions) in most companies. Closing Commander™ makes following up easy, and automatic! Now, every customer opportunity will receive friendly follow-up communications from you like clockwork. Close up to 20% more opportunities by adding this follow-up automation to your existing sales process and letting it go to work for you. With Closing Commander™ you’ll be able to customize follow-up messages, track customer activity.Starting Price: $147 per month -
31
QuoteOnSite
QuoteOnSite
Save time and win more work with QuoteOnSite, an online quotation solution for small to medium-sized businesses. With QuoteOnSite, users are able to take control of their invoicing, and keep on contact with their clients. QuoteOnSite allows users to track messages for opens and clicks of user-crated quote pages, and see the status of the invoices. QuoteOnSite also allows users to efficiently make and send professional looking quotes and invoices to their clients.Starting Price: $10.00/month/user -
32
AUTOMATE Garage Management Software
KAPTAS Tech
AUTO-MATE is secured, simple & easy to use. Less than 15 minutes to learn & Computer skills are not mandatory to use this application. Create quick Job Cards, assign it, start, stop, inspect the service & email the Job cards in less than 10 minutes. Create Service booking, assign job cards, view history and prepare Invoices to the Services taken and set alarms to remind the deadline. View the automobile service history that includes managing inquiry, check status, follow-ups, due dates, service status, feedback & more. Manage your Automobile Spare list and get overall visibility on complete sales including costs, stock value, multiple garage transfers and age. Take service inquiries & view the Service follow-ups through which you can call the customers for vehicle service booking.Starting Price: $100 per month -
33
IdeaRoom
IdeaRoom
Empower your sales team to rapidly configure complex structures with accurate price quotes. Save time and energy by giving your customers the ability to self-educate. Our consumer-friendly experience allows anyone, anywhere to customize the building of their dreams. Automated follow-up provides accurate building images, line items & prices directly to you & your customer. Each lead is compiled in our simple back-end system. Assign follow up to salespeople or dealers. Enjoy leads that are 2X more likely to close, higher average sales prices, fewer tire-kickers & enhanced sales cycle efficiency. Work with our team of US-based Implementation Specialists who are passionate about the success of your business. Stay ahead of the curve with new features released on a regular basis to provide you with the most competitive tools on the market. -
34
Qwant
Qwant
Qwant is a European digital alternative made in France. Qwant guarantees the privacy and security of your searches on the web and contributes to the development of the digital economy of the European Union. Our teams are located in France, Germany and Italy. Our servers are located in Rouen (France), under European legislation. We defend a website at the service of the Internet user The network is in itself a space of freedom and human interaction. It is necessary to build a more responsible and sustainable Internet. We want to put ethics, equity and humanity at the heart of the network through the products and services we offer. Qwant and its users contribute to creating a responsible website. Through the products and services we offer, we support a model that protects privacy with Qwant.com and that promotes a responsible digital environment for future generations with Qwant Junior.Starting Price: Free -
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AllegianceMD
AllegianceMD
In order to use our software, all your practice needs is an internet connection and a web browser. That’s right, no software to download and no third party software. Veracity’s lab interface allows you to customize your lab ordering process, saving you precious time. Orders are sent with ease, and results come back quickly for follow-up. Available on Android and iOS. Fully functional mobile app that allows you to view your schedule, prescribe and refill Rx. View lab results/imaging results, chart notes, phone encounters, messages, patient summary sheets, and more. Improve medication safety and patient outcomes. Ensure clinically consistent, accurate information across your workflow. Create virtual appointments that allow you to see patients quickly and efficiently, without life getting in the way. Life made easier for you, and those who are unable to come to your practice. -
36
Incentit
Incentit
Use rebates to boost sales of your product or service. These incentive types are conventional consumer based purchasing incentives. Use sales incentives and spiffs to drive channel performance and to preserve suggested street pricing. Energy saving rebates and portfolio tracking and reporting. Incentivize employees, customers, and affiliates to help with your strategic initiatives. Store a master price list and issue electronic quotes. Manage and track opportunities through the selling process. Integrate the quoting and incentive applications to create instant rebate programs and control street pricing. -
37
Sercom
Abex Technologies
Sercom is a home & commercial service scheduling software that allows the solo or teams to properly plan the jobs to be done. Highly efficient scheduling calendar, suggestions of scheduling, notifications and what not. All the tools to properly run your field servicing company. Ensure your days are planned to your company standards. Features: • Request & Assessment management • Quote & time reservation management • Job planning & dispatch • Dashboard with items requiring an action • Follow-ups & check list • Integrations to accounting software • SMS Notifications for employees and clients • Roles and permissionsStarting Price: $20 per month -
38
Dendreo
Dendreo
Dendreo helps French Training Centers manage and develop their business thanks to a leading SaaS platform that supports them on all important aspects: CRM, Admin, Sales, Finance, Documents Management, E-signature, Quality, Legal, Reporting, Schedules, Enrollments, Tasks, Training, Emails, Assessments, etc. Dendreo is designed for the Web, with an open design approach (API), a reliable, mature and proven service, a large number of parameters to adapt to your operation, and advanced customization options. CRM, catalog, agenda, follow-up of files, conflict alerts, signatures, financing... it's your daily life but when everything is easy, you will quickly forget it! With our turnkey Public Catalog solution linked to your website, the follow-up of your sales pipeline, statistics by salesperson... never miss an opportunity. Generation of pre-filled documents from YOUR templates, configurable independently, integrated electronic signature, optical recognition by QR Code. -
39
Labra.io
Labra.io
By ensuring a seamless synchronization across all stages of the commerce journey, every stakeholder, from ISVs to partners to buyers, enjoys a streamlined experience. Gone are the days of fragmented communication and disjointed marketplace strategies. Instead, embrace a world where every facet of your cloud commerce journey is harmonized, optimizing marketplace and co-sell opportunities and ensuring every party stays connected and informed. Dive into this new era of interconnected commerce, where Labra leads the charge in transforming how businesses succeed in the cloud. Rapidly deploy and manage your cloud marketplace offerings, ensuring they resonate with target audiences and meet marketplace standards. Automate effective partnerships by synchronizing co-sell opportunities directly within your CRM, bridging the gap between cloud providers and your sales team.Starting Price: $415 per month -
40
Dquip
Dquip
A powerful CRM to help you know all your showroom visits, bookings, vehicle sales, loans & payment schedules. Set sales targets for your company revenue-wise for a month, quarter, half-year, etc. Set, track and monitor sales targets for your business and banking sales team members respectively. Monitor & manage the sales performance of your business and sales teams. View the status of each follow-up and prioritize leads to get more account openings faster. See the condition of each lead follow-up & prioritize accordingly to sell more, faster. -
41
Embra
Embra
Connect your data, workflows, and team to save hours and accelerate great work. Used by startups, scaling businesses, and individuals alike. All types of professionals — leaders, salespeople, consultants, engineers, and support staff — use Embra. Your whole team can now integrate with AI and each other. Craft a detailed response with guidance and suggestions to ensure effective communication. Categorize and label an email thread to facilitate organization and efficient follow-up. Generate a concise summary of a meeting transcript for easy reference and review. Create tasks for team members based on meeting discussions to ensure action items are addressed. Retrieve relevant information from Notion, a platform for team collaboration and knowledge management. -
42
VARStreet InstaQuote
VARStreet Inc
MAKE YOUR DAY-TO-DAY QUOTING A LOT SIMPLER, FASTER, AND ACCURATE WITH VARSTREET’S QUOTATION APPLICATION VARStreet InstaQuote Quoting software is simple and easy to use which makes putting together even the most complex quotations quick and error-free. You can build a professional quote equipped with all the necessary information including rich content in a fraction of the time. It will take your whole sales quoting process online, making it easier to manage your quotes. So give your sales representatives access to VARStreet InstaQuote Quoting software and expect a major boost in their productivity. VARStreet’s InstaQuote quoting solution is designed for businesses of all sizes, from small VARs to large enterprises. It is simple enough to serve the requirements of a small business yet feature-rich to handle the complex processes of large enterprise resellers. You can start really small based on your need and scale as your need grows. -
43
HybridChart
HybridChart
Meet EVOLVE, HybridChart’s 4th generation platform, our newest and most powerful version yet. No rounding and workflow solution has ever been easier to use. Developed by physicians for physicians, HybridChart’s EVOLVE platform lets you take control of your entire workflow through our user-friendly and intuitive solution. HybridChart’s EVOLVE rounding and workflow solution is a feature-packed desktop and mobile app that allows Doctors to focus on patients at the point of care. HybridChart eliminates the need for paper, reduces billing cycles, and saves time by combining the features into one intuitive and easy solution. Capture a charge in 3 seconds. Never miss a charge again with our layers of protection. Collaborate effectively with your team and watch productivity soar to new heights. Communicate with confidence. Your whole practice is united on this secure platform. Bridge the gap between inpatient and outpatient. Manage disposition and follow-up with ease. -
44
Combit CRM
combit
Complete contact history for your contacts. Design categories and characteristics that you can freely assign. All-in-one! Control all phone calls, emails, letters and personal contacts from the CRM program. Our CRM tool actively supports GDPR-compliant data protection and can automatically document processes. Central data storage, no island solutions. Determine the database structure yourself. (Cost) planning, dispatch of the invitation, online registration form and management of the participants. Everything goes. Work quickly and clearly thanks to individual masks with a familiar Windows look. With shortcuts, of course. Manage your sales opportunities through process visualization and edit the sales pipeline using drag & drop. CRM program, support, comprehensive documentation - everything from and in Germany. -
45
SmartFusion
Harris School Solutions
SmartFusion is the comprehensive School Financial Management software system that brings together all the data you need, conveniently in one place. Work faster with the ability to view multiple reports and windows at the same time. Expand your capabilities easily with third-party software integration. Have confidence that all your sensitive financial information is secure at all times. Take control of your processes by removing data re-entry thanks to fully-integrated modules. Enjoy the freedom of working from anywhere directly from the cloud (with option to self-host). Stop worrying about compliance and inaccuracies, thanks to built-in state/federal reporting and data-entry flexibility. -
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easyGDPR
easyGDPR
It has hit every single entrepreneur. Documentation, administration, appointments are additional expenses that come over us. Digitization is progressing and the volume of documentation will increase even more in the future. Documentaries have value only, if they are updated regularly. We all work with a lot of data every day, they are part of our everyday life and this is where the GDPR comes in place. We have to know what happens to our data, how we can protect it and adjust the data processes. The General Data Protection Regulation (GDPR) was adopted by the European Union with the aim of harmonizing the processing of personal data by private companies and public authorities across its members. We, the Schindler IT-Solutions Company, have set ourselves the task of combining years of experience with the knowledge of our GDPR experts in order to enable companies to implement GDPR in an affordable and easy way.Starting Price: €90 one-time payment -
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Aptean CRM
Aptean
Aptean CRM delivers industry best practices to help you nurture customer relationships and increase your competitive advantage. Are you ready to generate quantifiable business results while mitigating risk and expense? Aptean CRM gives you a complete view of your customer. It’s designed to provide your organization with accurate sales, marketing and customer service information so all departments remain in sync and organized. With detailed history of marketing, sales and service efforts, in addition to customer characteristics and preferences, Aptean CRM software allows you to make the most of each customer interaction and generate data-driven decisions based on real-time information. Aptean CRM enables you to streamline your business processes and automate everyday tasks—saving you time and money. From scheduling appointments and follow-up reminders, to writing emails and generating quotes, our CRM software supports your staff throughout the entire sales cycle.Starting Price: $60 per month -
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SmartTurn
SmartTurn
The speed of sales order fulfillment response is a strategic key to success in today's business world. SmartTurn™ reduces the time it takes from when the sales order is received to when it is delivered, thereby enabling companies to commit to more sales orders and increase profits without increasing the cost of doing business. The SmartTurn inventory management software is an on-demand, web-based warehouse order fulfillment solution that allows sales and warehouse operators to create and fulfill sales orders against real-time inventory information. Following order receipt, the SmartTurn sales order fulfillment system automatically generates pick lists, bin locations, and customer shipping documentation directly from the sales order thereby eliminating the data re-entry process. As a result, picking speed and accuracy is greatly improved and sales orders are fulfilled on time.Starting Price: $270 per month -
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Ogmyos eventManager
Ogmyos
eventManager is the complete management solution for companies and structures wishing to optimize their customer relations and after-sales services. Complete software in rental mode and accessible via the web (SaaS), also available in project mode (custom development). Benefit from CRM modules – shared calendar – Outlook synchronization – document sharing – collaborative work – surveys – emailing campaigns – business follow-up – event management on the same platform. From prospecting to conquest, to loyalty building through multi-channel order taking to collection and accounting transfer, we support our customers towards success and sustainable development. Our technical and functional experts advise you on setting up an appropriate, simple and effective software solution. We offer you a configurable global offer allowing the structuring of your complete cycle of the organizational management of your structure. -
50
Cliengo
Cliengo
We help scale your business process by automating all contact channels with your customers: Web, Facebook and WhatsApp. We integrate with the technologies that your company already uses and generate reports that will allow you to optimize your omnichannel service and increase your sales. Experience the interaction with the bot first-hand, ask your questions, and talk to our experts to adapt it to your business. Share with your team all the information of your clients to make a 100% efficient follow-up and optimize your commercial management. Provide immediate responses to multiple queries from your customers, avoiding the loss of business opportunities. Customize your support channels to provide your customers with immediate and quality information. Centralize your customer information, share it with the sales team and link campaign metrics to your sales for 100% efficient monitoring and ROI optimization.Starting Price: $18 per month