Alternatives to Simpleview CRM
Compare Simpleview CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Simpleview CRM in 2024. Compare features, ratings, user reviews, pricing, and more from Simpleview CRM competitors and alternatives in order to make an informed decision for your business.
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Buildertrend
Buildertrend
Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since 2006, we’ve empowered contractors to take control of projects and bring efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more on one convenient platform. More than one million users across over 100 countries have chosen Buildertrend as their preferred platform for real-time collaboration throughout the building process. Our software helps construction professionals complete more projects while reducing delays, eliminating costly errors and increasing customer satisfaction. Buildertrend also provides integrations with other valuable software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky. To learn more about Buildertrend, visit buildertrend.com.Starting Price: $199 (First month) -
2
Insider
Insider
Meet Insider, the first integrated Growth Management Platform (GMP), delivering a broad feature set across the sales funnel from Acquisition to Activation, Retention, and Revenue, leveraging real-time predictive segmentation powered by AI and machine learning capabilities. Built on a unified data layer, GMP is easy to implement and simple to use, with no need for complicated integrations. GMP simplifies the lives of digital marketers and helps them drive growth and loyalty for their brands. GMP comes with an easy-to-use, clean interface making the platform convenient and accessible for marketers. Enhanced usability allows marketers to focus on their actual work rather than managing complexities of technology and inefficiency in operations. GMP keeps the level of engagement in the platform high with active communication widgets such as toasters, tooltips and pop-ups speeding up operations. -
3
The Magazine Manager
Mirabel Technologies
Magazine Manager is a web-based CRM solution designed to help digital and print publishers streamline operations in an ever-changing media environment. Serving more than 23k+ publications and media companies worldwide, Magazine Manager’s product line includes a world-class customer relationship management platform, a sales pipeline opportunities module, an order management system that handles print orders, events, and digital products, a powerful billing module, an accounts receivable system, and a full reporting suite. Magazine Manager includes Media Mate our AI-powered media assistant which does everything from content creation, to website segmentation, media analytics, and automated prospecting research. The CRM also seamlessly integrates with Marketing Manager, our marketing automation and audience development platform, and ChargeBrite, our recurring revenue platform. Our audience development platform includes landing pages, forms, email marketing & verification. -
4
FitOneBox
Jeevan Infotech India
FITONEBOX is a web-based software application seamlessly integrated across all departments of your company, that can automate your manufacturing and distribution business in a quick time. One smart platform that can seamlessly automate your business and provide complete control. No more hassles of handling multiple software and vendors to streamline your business process. Lower your expenditure by up to 40% compared to any other industry standard on-premise solution. With FIT you have no big charges for customization as this is an industry-specific product with almost all your needs readily available. You will have our latest releases all the time at no extra cost. We are your reliable partner from the conceptualization of the idea all the way to its successful implementation in a short project duration, thanks to FOB's agile project management. The application carries best-of-industry practices and modules with structured data flow control that can be configured as per customer needs. -
5
NexJ CRM
NexJ Systems Inc.
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. -
6
DAXRM
DAXRM
DAXRM is the first all-in-one digital agency extended relationship management solution — created by marketers, for marketers. With DAXRM you have your entire campaign analytics at your fingertips. Explore PPC, organic and social media campaign performance, track traffic and conversions, identify opportunities and streamline your analytics reporting. Through the Google Looker Studio integration you can generate customizable reports at the push of a button. Create impressive and compelling branded client reports with white labeling functionality. With DAXRM rank tracking you can track your keyword rankings for any location across any device, all in real-time. Compare time periods, analyze ranking fluctuations, check Google and Bing positions, and gain actionable insights into your SEO campaign. DAXRM’s range of marketing connectors includes Google Ads and Analytics, GMB, Facebook and Instagram, Bing, Xero and more.Starting Price: $0 for 5 Accounts -
7
ORGTraq
ORGTraq
A SaaS-based integrated business tool that collaborates different departments and ensures staff productivity and accountability. You find bits & pieces everywhere, but here you will get it all. A first of its kind complete business management software that channelizes organizational workflow, simplifies admin functions and makes collaboration smooth across different departments like HR, operations, IT, sales, accounting & finance. An advanced business tool that ensures staff productivity and efficiency. Evolving enterprises are aware that to remain competitive, they need to foster development and creativity across various departments in the organization. ORGTraq helps businesses get more done with one simple tool, thereby helping them save money, regulate enterprise-wide accountability, manage governance and generate meaningful ROI. Our company built a one-of-a-kind web-based platform to bring accountability, visibility, trust and compliance to remote work.Starting Price: $3.97 per month -
8
Selltis
Selltis
Selltis CRM is a team-selling software solution designed for and in partnership with industrial sales organizations and their channel partners. Because of this, many industry-specific features that would require costly customization in other platforms come standard, right out of the box. Manage your business more proactively with forward-looking KPIs. Track what matters most with customizable dashboards. Easily compare real-time or past performance with current goals. Gain visibility throughout your business by integrating with your ERP, email, marketing and other platforms. Send quotes to your ERP system with one click, eliminating repetitive data entry. Access your data 24-7 in real time, from any device, with the cloud. Restrict which users can read, edit and delete documents or access specific features. -
9
IQProspects
Quest Analytics
IQProspects is an easy to use, sales and service CRM growth engine for banks and credit unions. The best commercial bankers are out meeting and talking with customers and prospects for the better part of every day. Now there is a tool to help you build relationships while you are on the move. The Quest Analytics mobile applications help you be more productive while you are out of the office. IQProspects tracks the journey every step of the way from opportunity stage to underwriting, thru closing. Are loans taking too long to process? IQProspects customizable workflow automates the process and gets loans completed quickly and accurately. It all starts with a prospect. Quest tracks the journey every step of the way from opportunity stage to underwriting, thru closing. IQProspects new marketing event management capabilities will help your institution manage each golf outing, charity event, or other relationship building marketing opportunity. -
10
The Newspaper Manager
Mirabel Technologies
Newspaper Manager is a web-based CRM solution designed to bring a world-class customer relationship management platform, a sales pipeline opportunities module, an order management system that handles print orders, events, and digital products, a powerful billing module, an accounts receivable system, a full reporting suite, and seamless integration with our audience development platform, Marketing Manager, that includes a landing page management system, email marketing automation, website visitor identification platform, competitor insights, and an email verification program, into one unified platform. The CRM also integrates with our recurring revenue platform, ChargeBrite. Key features include a new Google Chrome Extension, a built-in electronic signature system, an automated notifications system, an expansive production and project management module, and custom proposals, statements, and invoices. -
11
Tier1 Financial Solutions
Tier1 Financial Solutions
Tier1 Financial Solutions is a leader in global relationship management software for capital markets, corporate and investment banking and investment management professionals. We empower our clients to increase productivity, reduce relationship risks and enhance customer ROI. Tier1 delivers the tools, connectivity, and workflows that empower collaboration, transparency, and communication among capital markets participants and the clients they serve. Leveraging Salesforce’s trusted infrastructure and solid encryption, our extensible developer toolkit and plug-ins facilitate rapid custom application development with capital markets grade security, configurable coverage models and industry-specific business logic. -
12
Infor CRM
Infor
Infor CRM is more than just a database, it's a full view of your customer interactions. Infor Customer Relationship Management (CRM) software provides a view of every customer touch point across an organization’s sales, marketing, customer service, and support teams. Rich customer profiles and sales productivity tools can help users to identify opportunities to maximize the impact of each interaction and streamline sales activities. Drive accurate forecasting, informed decision making, and effective team and territory management with a robust selection of analytics, sales management tools, and proactive alerts. Infor CRM is a cloud-based application that includes sales, customer service, marketing analytics, and reporting; and integrates easily with Infor ERP solutions, Birst® Networked BI, other products in Infor’s Customer Experience Suite, and more. Manage the full customer lifecycle in one environment, capitalize on future sales opportunities, and deliver exceptional experiences. -
13
Terminus
Terminus Software
We Power High-Performing Go-to-Market Teams™ Transform how your company generates revenue. Terminus is for sales and marketing teams who care more about generating revenue than generating leads. The foundation of Terminus is our Data Studio. There you can easily understand and prioritize the right targets through firmographic, intent, engagement, psychographic and relationship data. Terminus lets you deliver personalized messages to the right audiences no matter where they are. Orchestrate consistent experiences across display and social advertising, chat, email, and web personalization. Terminus keeps your go-to-market teams aligned from the first touch all the way through renewal and expansion by seamlessly pulling together all of your account data. Automatically alert sales to meaningful engagements, centralize account information, and deliver better pipeline prediction to accelerate opportunities. -
14
BookingWhizz
BookingWhizz
We use full automation so you can deliver more human, personal, and consistent quality service with every interaction with your guests. Manage every aspect of your guest relationship with WhatsApp Business API Messenger you can get your message to new markets and expand your business opportunities. The possibilities are limitless. New age of traveling is ahead of us. Travelers with heightened expectations will ask for a personalized experience, tailored only for their needs. To succeed, hotels will need to offer seamless experiences, tailored to individual guests before, during, and after the stay itself. This solution uses BookingWhizz technology to connect systems, channels, and teams to inspire more bookings. Together with smarter, more personalized points-based reward systems and rewards programs, you’ll be able to create experiences that delight guests. And by curating feedback, previous guests’ experiences and interactions, you can build loyalty and keep them coming back. -
15
Nicoka
Nicoka
A powerful, agile, intuitive and fully configurable modular scalable solution to manage all aspects of your business, automate your processes and save you time. For more than 10 years, we have put our expertise at the service of startups, tpe, sme and large groups with more than 10 add-ons fully developed, maintained and hosted in France. From prospecting to selling, recruiting to onboarding, purchasing validation to invoice onboarding, project management to support, build teams and work together. Transparent communication, centralized information and an intuitive interface will allow everyone to be up to date. We know how difficult it can be to find solutions that specifically meet your needs at an affordable price. This is why our management system has flexible pricing that adapts to your use. It's up to you to choose the formula that suits you . Customizable, simple to use, while being very complete: Nicoka is unique on the market.Starting Price: $35.00/month/user -
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CoreTrac
Ignitech
This powerfully specialist CRM from Avolin is designed specifically for community banks and credit unions, giving you a centralized, 360° view of all your clients. Your financial services teams will be empowered to deliver outstanding customer experience outcomes, like never before. Build stronger connections with your clients using a centralized data view across all their experiences and communications with you. With one unified view you’ll be able to build better relationships, sell more and expand every opportunity. CoreTrac goes beyond other platforms, giving you the deep insight you need to craft bespoke communications for all your clients and prospects: the right message, at the right time. It also automatically manages online requests so that your website can serve clients and generate revenue 24/7. -
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Touchpoint
Touchpoint
Touchpoint is an all-in-one CRM software for small and medium businesses. It brings together sales, marketing, and support capabilities to help users manage all their customer interactions from one, convenient dashboard: - Touchpoint Promote: Create, send, and split test SMS or email marketing campaigns. - Touchpoint Sell: Simplify sales processes and close more deals with a simple CRM. - Touchpoint Serve: Deliver excellent support and manage a unified view of all customer interactions. - Touchpoint Collaborate: Get more done and save time with a team collaboration software. - Touchpoint Connect: Engage customers, partners, and team members across multiple channels (email, SMS, etc.)Starting Price: $39 -
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TravelClick
TravelClick
Boost bookings across all OTA channels while maintaining a positive market mix. Efficiently manage availability, rates and inventory in a central location to maximize the exposure of unsold inventory. Connect with more than 400 global, regional, and specialty OTAs, wholesalers and tour operators. Partner with local or regional players to drive demand to your property from specific markets or with Alternate Accommodations partners to capture specific segments. Enable greater rate parity to maximize direct bookings and compete more fairly with OTAs when compared side by side on Metasearch sites. Leverage our iHOS Self-Management Tool with content APIs for top OTA partners to create new content and enable immediate updates through a single portal. -
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PisaSales CRM
JustRelate Group
As part of the Engage Suite of the JustRelate CX Cloud, PisaSales CRM revolutionizes customer relationship management with its innovative, user-friendly platform tailored for various industries. It seamlessly integrates advanced technology to optimize sales, marketing, and service processes. With PisaSales CRM, enjoy customizable dashboards for real-time insights, automated sales processes, and powerful marketing tools for multi-channel campaigns. Leverage superior customer service features, mobile accessibility, and robust analytics. Industry-specific solutions ensure a perfect fit for your business needs. Enhance your operational efficiency, gain deeper customer insights, and deliver outstanding customer experiences with PisaSales CRM.Starting Price: $69.00/month/user -
20
Bluebird
Bluebird
Bluebird is the revolutionary lead management system designed specifically for global companies with sales partner networks and demand generation programs. With Bluebird's proprietary and secure cloud-based technology, enterprise clients experience clarity and efficiency between marketing programs and distributed sales efforts. As a stand alone system or integrated into existing tech stacks, Bluebird ensures every campaign proves ROI, pursuit enablements are optimized, and sales cycle conversion rates improve. Some of the world’s top IT providers, manufacturers, real estate organizations, and financial services companies rely on Bluebird, which now routes more than 1 million quality leads annually to over 30,000 sales team members and partners for over 300 enterprises. Complicated workflows are made easy with seamless maintainability and deployments guaranteeing go-to-market programs, scalability, and high network adoption without the hand holding. -
21
D&B Connect
Dun & Bradstreet
Realize the true potential of your first-party data. D&B Connect is a customizable, self-service master data management solution built to scale. Eliminate data silos across the organization and bring all your data together using the D&B Connect family of products. Benchmark, cleanse, and enrich your data using our database of hundreds of millions of records. The result is an interconnected, single source of truth that empowers your teams to make more confident business decisions. Drive growth and reduce risk with data you can trust. With a clean, complete data foundation, your sales and marketing teams can align territories with a full view of account relationships. Reduce internal conflict and confusion over incomplete or bad data. Strengthen segmentation and targeting. Increase personalization and the quality/quantity of marketing-sourced leads. Improve accuracy of reporting and ROI analysis. -
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DealerPeak
DealerPeak
Initially, DealerPeak entered the automotive space in 1999 by creating a 17-location Lead Collection Management system. Today, we create car dealer mobile CRM solutions, customized for dealers of all size. We serve dealerships from the independently owned used car dealership to also enterprise-level locations across the globe. First, our technical team is always on the search for new solutions. Second, they help to improve our clients’ ability to drive more traffic to their dealerships. Finally, our clients sell more vehicles and improve the customer experience because of their efforts. The DealerPeak Evolution is a series of customized auto dealer desking software and mobile CRM solutions. We’ve developed each platform for specific dealership types, size, and also scope. Whether you own a small town dealership with 5 employees or likewise manage a series of franchise facilities, we have developed a CRM software platform perfect for your individual needs. -
23
LuxorCRM
CoreLogic | Next Gear Solutions
LuxorCRM – Strategic Sales CRM is the most customizable online CRM software for restoration contractors to build relationships, track leads, and drive sales. LuxorCRM is the only contractor CRM software built and designed with proven sales methodologies that work in the restoration industry. Gain visibility of your sales processes and manage your sales team to higher success levels using LuxorCRM’s strategic sales through classification solution. Whether your focus is on maintaining insurance partner relationships or prospecting new commercial clients, LuxorCRM’s proprietary classifications keep your salespeople focused on the right sales at the right times. Equipped with industry-specific tools, robust reporting, and proven methodologies, this is the best CRM for restoration contractors who need to empower sales teams.Starting Price: $60 per user per month -
24
Wintouch CRM
Touchtone
Each of our software products were first introduced more than 25 years ago for IBM i (iSeries & AS/400) systems! Over the years our software has grown to meet the demands of the advancing business & technology environment while maintaining support for those legacy systems. Today, our software provides you with several options to extend the life of your legacy systems and smoothly transition to the cloud when you’re ready. Wintouch CRM is a business management solution available as a highly customizable cloud service. It is designed to help businesses and organizations of all sizes improve productivity in marketing, sales, customer service, project management, administration, and more. Since it’s launch in 1995 Wintouch has matured into a feature-rich business management tool that adapts to the specific needs of your organization. Wintouch is the best CRM for organizations running their business on the AS400 systems because it provides you with several future-proofing options. -
25
Pemcards
Emotion
No matter how many thousands of people see a picture, matter how many people remember it... How many opportunities are you missing with all the photos taken by your customers that your company is not taking advantage of? Pemcards provides its Business customers with different solutions for brand promotion and engagement campaigns through the sending of postcards by users. On the end user side, a Pemcards app is available free of charge on Apple and Google stores that allows to send one or more postcards for free through the acquisition of credits for sending. The credits can be provided by our business customer through a pre-purchase and are linked to the marketing campaign. Each time users send a postcard, their logo, a pay off and a QRCode are automatically inserted in the back of the card. The customer will also have access to reports with: First name Last name of the user. Email address. Date of sending the postcard. Country of destination of the postcard.Starting Price: $1.87 one-time payment -
26
Rolldog
Rolldog
Rolldog is a Customer Relationship Management (CRM) solution, with the perks of Sales Enablement all rolled into one. Rolldog helps companies manage their business relationships, increase revenue, and boost sales & marketing effectiveness. Managing business relationships and interactions through account details, relationships, activities, integrations and documents is part of our foundation. It is Rolldog’s ability to help qualify and manage opportunities from lead to close that really sets us apart. Rolldog has an objective approach to how Lead and Opportunity Management should be handled. With Rolldog, we can control the settings to configure the criteria in which leads are qualified and ranked, specifically to your sales process. Being able to adapt to virtually any sales methodology / process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals.Starting Price: $39 per user per month -
27
MarketSharp
MarketSharp Software
MarketSharp is a simple-to-use, web-based customer relationship management (CRM) software solution designed specifically for contractors, remodelers, and home improvement professionals. With mobile accessibility and enterprise-level features that include task scheduling, project estimation, lead management, and project management capabilities, MarketSharp helps create satisfied referral-giving customers, generate more qualified leads, close more profitable sales, and increase production volume.Starting Price: $70.00/month/user -
28
ResultsCX
ResultsCX
Customer experience (CX) is everything. The challenge with getting it right in a digital-first world is two-fold: shifting the focus from driving operational excellence to powering business outcomes and prioritizing digital CX investments to maximize impact. For more than three decades, we’ve been helping global brands capture the value of exceptional customer experiences. Whether it’s designing CX strategies aligned with your objectives or deploying digitally influenced customer journeys, our holistic approach drives measurable outcomes. By blending skilled people with industry-specific processes and advanced technologies, our solutions create strategic business impact – helping you drive differentiation and build competitive advantage across three major pillars. -
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BSI CX
BSI Business Systems Integration AG
For marketing, sales, and service: Find, win, retain, and understand customers with BSI CX. Design, execute and optimize perfect customer journeys. Everything is cross-departmental, individualized for every customer, in real time, across all touchpoints, and fully automated – for extraordinary and emotional experiences. With BSI, personalized customer lifecycle management at all touchpoints becomes a reality. You will always know at what point in their lives your customers are. We believe that everyday life is the best trigger. With BSI’s trigger-based approach, you can respond to relevant (life) events in real time – and tell your customers the story that is right for them. To automate your omnichannel support, you can design, execute and optimize customer journeys as personalized campaigns, so-called “stories.” There is no need for IT skills: Everything works with drag-and-drop and with the help of a wide selection of pre-configured industry-specific “stories”. -
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Intapp DealCloud
Intapp
Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud. -
31
Inntopia
Inntopia
Sell real-time inventory from all your systems in a single interface, merge data from all those sources into a single view of your guest, and generate more direct bookings than you ever thought possible. Sell real-time inventory from your PMS, POS, tee-sheet, spa, and partners’ systems in a single interface. The result is bigger bookings and happier guests. Use Inntopia Marketing Cloud to merge behavioral, attitudinal, and transactional data from all your systems and channels into a single, marketing-integrated view of your guest. Inntopia DestiMetrics is useful to start an analytics program for your destination. Aggregated data backed by a team of travel experts give you game-changing insights. Build queries, run reports, and review performance right from your account. They’ve been in your shoes and know how to generate consistent, sustainable revenue. Pull guest data from your PMS, POS, social accounts, surveys, and more. -
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NeoCRM
Neolite Infotech India
Customer Relationship Management (CRM) Software is developed to accompany a lot of the workload for business sales processes. A CRM solution along with marketing technologies like marketing automation makes an amazing opportunity for small businesses and large enterprises to thrive. Every business need to expertly manage prospects. Leads, opportunities, Activities and existing customers with great care. CRM Software is an essential part of that strategy to manage Business sales process with ease and efficiency. Effective marketing ensures quality leads are consistently entering the sales pipeline. Unfortunately, many sales systems include only the most basic marketing capabilities and companies must purchase and integrate a separate marketing application which, more often than not, is expensive and unnecessarily complex. -
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X2CRM
X2Engine
Construct effortless customer experiences by enabling the most optimized process and interactions. X2CRM provides companies with speed and control in a complete, secure and highly configurable CRM suite. X2CRM is an enterprise CRM, Marketing Automation and Workflow solution that supports every aspect of your customer engagement. By combining Customer Relationship Management, Marketing Automation and Workflow, all managed on a single, cohesive platform, your company can break down data silos and propel customer relationships to a new level. X2CRM comes with 20+ modules that your company can choose to deploy. All modules are native and cohesively designed to interact with each other, and provide a comprehensive view of the customer journey. Personalize and automate every communication touchpoint throughout your customer's journey covering email, in-person, website, phone conversation, events, chat, and more. -
34
Saphyte
Loyica
Saphyte, as a comprehensive CRM platform with enhanced Sales and Marketing capabilities, is more than equipped to digitally transform your business. The Saphyte CRM platform was developed by a dedicated team of tech specialists. In addition to the platform itself, It constantly evolves with the needs of the market. Adopting the right technology is as important as choosing the right people to run the business. Saphyte ecosystem is a full suite of advanced customer relationship management tools. Enjoy increased visibility among teams and better breakdown of tasks with our Team and Workspace tools. With Saphyte, you can promote team building while ensuring that tasks are done and projects are moving forward. Onboard, engage, and manage leads on their journey to becoming customers. Saphyte’s Sales Management tools are built and designed to make your sales processes faster, easier, and more convenient.Starting Price: $15 per user per month -
35
Amadeus GuestView360
Amadeus Hospitality
Competition for hotel guests is more intense than ever. Understanding who your guests and prospects are and personalizing your communications with them dramatically improves your ability to build loyalty and drive repeat business – and edge out your competitors. Amadeus’s Guest Management Solutions (GMS) is more than just a customer relationship management (CRM) tool, it offers a comprehensive suite of marketing automation tools to engage your hotel guests and drive incremental revenue. Target guests with the right message at the right time, even as their behaviors change, and seamlessly customize your outreach before, during, and after their stay. Maximize the value of your guest data to continuously drive revenue and engagement for your hotel. Discover all the new hospitality-specific features of the GMS Email Center that make it fast and easy to build elegant and impactful communications. -
36
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. -
37
SAM.AI
SAM AI
Meet SAM, your super connector! The first network powered relationship manager, fully humanized with voice activated conversational AI to help you lead. SAM makes it easy to securely exchange warm introductions & referrals with your close-knit network of colleagues, contacts, and connections. SAM is invite-only and identifies true relationship strength with a range of touch-points and time-based variables. This is done with the utmost respect for your privacy. Costs nothing to join, no spam, and never an Ad. SAM offers all the familiarity of a cloud-based application with the option to use voice activated conversational AI (talk/type) to get more things done with a lot less data entry, clicks, and software training. Talk or chat with SAM and get things done without learning a new system. SAM runs 402% faster with voice activated conversational AI than any other platform in the market.Starting Price: $395 per user per month -
38
Emerald
ISO Travel Solutions
Manage your campaigns comprehensively - CRM for the tourism industry with comprehensive campaign management - for better processes, lower costs, and more satisfied customers. Your customers are your potential. Analyze and control your customer relationships – from the initial contact through to bookings and the resulting classification up to customer feedback and follow-up bookings. With Emerald, ISO has developed a CRM system tailored specifically to the needs of the tourism market. Emerald supports the entire process of the tourism value chain – from initial travel advisories to follow-up to the customer getting back for arranging the next trip. And thanks to its modular design, Emerald can be adapted to meet any demand. Also available, iEmerald – the mobile CRM for your sales staff. Optimized business processes in the marketing, sales and service departments. Higher customer loyalty thanks to a better understanding the customers’ needs.Starting Price: $500.00/one-time/user -
39
Axonaut
Axonaut
Axonaut is the all-in-one tool that delivers the unbeatable combination of power, efficiency and simplicity, all at a price that won’t break the bank. Running a small business is hard enough. You deserve a CRM that makes it easier. Manage all your contacts in one convenient place. Make customer relationships easier and more productive. Generate branded quotes and invoices. Convert quotes to invoices with one click. Manage revenues, expenses and cash flow. Monitor bank transactions and account balances. Get detailed statistics. Automate accounting tasks. Customize your export process and formats. Manage company-specific accounting codes. Create and manage email and text message marketing campaigns. Group and segment mailing lists with multi-criteria for a more targeted approach. Manage your team and associated costs with the Staff Registry.Starting Price: $29.99/month/user -
40
FiveCRM
FiveCRM
The only CRM made specifically for Telemarketing. The most customizable sales solution for your outbound and lead generation teams. FiveCRM improves outbound sales processes. It's built to assist with the performance tracking of any sales team. No matter what kind of product or service you sell, FiveCRM can provide insights into your process and help you increase your company's overall performance. FiveCRM is an all-inclusive CRM system that makes the job of outbound and inbound telemarketers easy. It provides them with the tools they need to work faster, more effectively, and more efficiently than ever before. Manage and track your calls, leads and contacts… and the deals you close. Use Five CRM’s native application builder to generate reports to keep everyone on your team informed and motivated. -
41
Equisoft/connect
Equisoft
Build deeper long-term client relationships using our CRM software for financial advisors. Equisoft/connect is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients’ insurance and investment information. And it’s a powerful productivity, marketing, sales and compliance tool. Spend less time looking for important client data and more time with clients and prospects. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. Thanks to the various Equisoft/connect modules, you can view your clients' insurance policies and investments, send emails, and manage your appointments and documents—all in one powerful app.Starting Price: $89.00/month/user -
42
SYDLE ONE
SYDLE
Gravitational architecture of integration with other systems to achieve digital transformation in organizations. Automated, flexible and result-oriented processes for a scalable and quality business. Integrated content management combined with processes to generate and maintain large volumes of structured, up-to-date and reliable data. CRM 360 for customer and partner relationship: better management, more sales and greater retention. Real-time data analysis – in charts or extractions – to make visual management easier, provide insights and support decision-making. Have your other areas oriented to a strategy with procurement, marketing, IT, logistics and legal integrated processes. Make your administrative processes efficient – from purchases to reimbursements – and improve your team’s results. Automate your organization’s HR department and manage the whole process, from admission to dismissal.Starting Price: $19 per month -
43
CrmOne
CrmOne
CrmOne is an integrated marketing, sales, support, and CRM solution designed to help small to midsize enterprises acquire, engage, and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of CrmOne include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management, and more. It comes with Free CRM Software, which allows firms to manage and track all activities across customers, leads, and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement, and more.Starting Price: $59/month/5 Users -
44
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. -
45
UDA ConstructionSuite
UDA Technologies
For more than 22 years, UDA Technologies has been the leading provider of desktop, web, and mobile solutions for construction estimating, scheduling, CRM, and project management. As business needs and software preferences across the industry continue to evolve, UDA reports that construction pros are choosing UDA’s web-based solution - ConstructionOnline™ - as their preferred project management solution 50 to 1 over desktop solutions like ConstructionSuite™ 13. Accordingly, UDA has announced that ConstructionSuite™ will likely be phased out in the coming year(s). Since the launch of ConstructionSuite™ in 2007, each new version has empowered construction pros with powerful desktop tools for construction estimating, scheduling, job costing, contracts, documents, and more - and ConstructionOnline™ carries on this outstanding legacy of success, with even more advanced tools and exclusive features. ConstructionOnline™ currently serves nearly 900,000 construction pros worldwide.Starting Price: $1500/seat -
46
Vision33
Vision33
Manage every aspect of your business, including accounting, CRM, stock control, and production, with one integrated solution. At Vision33, hundreds of companies have come to us for service and support of their existing software systems. Because we’re much larger than the typical mid-market software and IT consulting firm, we have more to offer: more expertise, more experience, more coverage options, and more technologies. For example: Our mission says it all: We transform business processes and results for customers by delivering value through the promise of technology and its benefits for growing businesses. For over 30 years, Vision33 has helped companies integrate and automate their processes and applications to better serve their customers, employees, and stakeholders. Although the technologies have changed drastically in those 30 years, Vision33’s mission has never wavered. -
47
FranConnect
FranConnect
FranConnect is a cloud-native Franchise Management SaaS platform that provides all your departments – including sales, operations, finance, support and marketing – a single, shared view of your franchise business. Whether you’re an emerging franchise, or a larger, more established brand, FranConnect’s powerful cloud platform can help you grow, scale and optimize your business. For nearly twenty years, the FranConnect platform has served as the Sales, Operations, and Marketing backbone for over 800 brands worldwide. Nine of the Franchise Times Top 10 Fastest Growing franchise businesses rely on FranConnect to drive growth, improve profitability, and streamline operational performance. FranConnect customers span all sizes, growth phases, and industries and they grow 44% faster on average than the broader franchising market. -
48
Unify CRM
Unify
All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients -
49
Mortgage iQ
CRMnow
Intuitive. Smart. Complete. Mortgage iQ takes your business to the next level. Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders. We've got you covered. Our CRM Platform includes serious firepower to serve the needs of all of your organization's departments. Mortgage iQ CRM improves your efficiency. Leverage the power of Mortgage iQ's list management capabilities to drive focus and attention on the relationships that matter. Let Mortgage iQ do the driving. Our team will assist you in configuring strategic touch point campaigns or "tracks" for borrowers, transactions, Realtors and other Partners in your database. Create Beautiful Templates for high impact. Our powerful yet easy-to-use Template Editor provides the tools to create great-looking emails that you can use for drip campaigns, mass emails or single use. Top Originators Demand it. So should you. -
50
Workbooks
Workbooks
Workbooks joins up your entire business, helping everyone work better, work together, and work in the right way with a single cloud-based CRM solution. Marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. With secure anytime, anywhere access across all devices and seamless integration with your current systems, Workbooks gives your teams a single 360-degree view of your customers that helps them focus on the right things and get the real-time insights they need to make decisions. Workbooks helps you put customers at the heart of your business and build lasting, profitable relationships that grow long-term revenue in a sustainable way. That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them grow better, grow together, and grow in the right way.Starting Price: $39.00 per user per month