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Showing 21 - 40 of 465 Products

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Propertybase logo
A complete Marketing Platform 3.5 Based on 79 Ratings
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What is Propertybase and how does it work?

Propertybase is a cloud-based Real Estate CRM and Marketing tool. This software supports automated mass email campaigns, drip campaigns, and reporting tools with a pre-defined template to generate leads. Integrate your MLS, IDX Search, and dynamic market reports to scale heights. Collaborate with your team to manage your client's activities. Manage all your documents in a systematic process to close deals. The fully functioning dashboards help you monitor team performance and generate real-time reports spontaneously. This software is trusted by hundreds of businesses across the world.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 85%
  • Reviews 73%
  • Momentum 60%
  • Popularity 75%

Propertybase Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sheetify CRM logo
All-In-One 'Functional' CRM & Business Toolkit Write a Review
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What is Sheetify CRM and how does it work?

Introducing Sheetify CRM, the ultimate solution for small and micro businesses in need of a functional CRM system. In today's competitive market, having a reliable and efficient CRM is crucial in order to streamline operations, nurture client relationships, and ultimately drive sales. And with Sheetify CRM, they can achieve all of this and more, without breaking the bank. What sets Sheetify CRM apart from the rest is its unbeatable affordability. With just one payment, they gain lifetime access and updates, ensuring that they are always equipped with the latest features and enhancements. No more worrying about expensive monthly subscriptions or surprise charges, Sheetify CRM offers a transparent and cost-effective solution for businesses of any size. But affordability doesn't mean compromising on features. Sheetify CRM offers a comprehensive suite of tools and capabilities, including client management, sales tracking, task management, and email marketing. With every aspect of their business consolidated into one platform, they can save time, eliminate manual data entry errors, and stay organized like never before. And that's not all - Sheetify CRM seamlessly integrates with the Google Tasks app, allowing they to effortlessly manage their sales, client, and recurring tasks, both on the Sheetify platform and through the convenient mobile or desktop app. Imagine the convenience of accessing their CRM and task management tools, all in one place! Join the thousands of satisfied users who have already discovered the power of Sheetify CRM. Whether they’re a freelancer, a small business owner, or an entrepreneur on the rise, Sheetify CRM is their secret weapon to success. Don't miss out on this incredible opportunity - revolutionize their business operations with Sheetify CRM today!

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 74%
  • Reviews 60%
  • Momentum 64%
  • Popularity 64%

Sheetify CRM Pricing

  • Free Trial Not Available
  • Starts at $67.00.
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Dex logo

Dex

Build Stronger Relationships Write a Review
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What is Dex and how does it work?

Dex is a personal Customer Relationship Management (CRM) tool that helps user never forget to keep in touch with contacts. It provides reminders and notifications to ensure that reach out to important contacts when should. With Dex, can easily track the timeline of interactions with each contact. It allows to store important details from conversations, giving the ability to recall them quickly and easily. User can also organize contacts into groups, and add further details using custom fields. By using Dex, can be sure that never forget to keep in touch with contacts.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 66%
  • Reviews 60%
  • Momentum 67%
  • Popularity 72%

Dex Pricing

  • Free Trial Available
  • Starts at $12.0.
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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Attio logo
Attio is the Future of CRM 4.8 Based on 12 Ratings
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What is Attio and how does it work?

Attio is reinventing customer relationship management for the modern business. As the CRM platform of the future, Attio goes beyond traditional CRM solutions by providing complete customizability, intuitive collaboration features, and unparalleled data-driven insights that adapt in real-time to how the business operates and evolves. With Attio, professionals can build a tailored CRM solution to match their organization's unique needs and processes without the restrictions of a rigid, one-size-fits-all system. The platform makes it simple to set up customized workflows, fields, and integrations that power productivity and alignment across teams. Data is seamlessly integrated from all business systems into one centralized hub that delivers actionable intelligence and unprecedented visibility into the entire customer lifecycle. Attio sets a new standard for CRM usability with an intuitive, user-friendly interface that minimizes training requirements and encourages natural collaboration. Team members can easily share relevant customer information in real-time, work together on accounts, and provide transparency across the organization. As a true next-generation CRM, Attio evolves alongside the needs of modern businesses.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 92%
  • Reviews 67%
  • Momentum 68%
  • Popularity 72%

Attio Pricing

  • Free Trial Not Available
  • Starts at $29.00. Offers Free-forever plan.
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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

NetHunt CRM logo
Handle your CRM with flexibility 4.6 Based on 30 Ratings
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What is NetHunt CRM and how does it work?

NetHunt is a Gmail CRM for small and medium sized businesses which aims at making your relations as simple as possible. Its live collaboration feature allows all your team members to receive live and instant updates regarding all the changes inside the Records. With NetHunt Cloud feature, you can run your business 24/7 from anywhere in the world using any device that has Internet. It is also flexible and allows you to modify and structure records in the way that suits your business the best. NetHunt CRM also takes your privacy and security of the information very seriously and makes sure you have control over the information shared.

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NetHunt CRM Pricing

  • Free Trial Available
  • Starts at $24.0. Offers Custom plan.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    84%
  • Momentum
    66%
  • Popularity
    78%

User Sentiment

  • Gmail Integration, Customizable Interface
  • Limited Third-Party Integrations, Lack of Advanced Reporting

location iconKyiv, Ukraine

location iconLive Since 2015

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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Capsule logo
A smart simple CRM solution helping businesses build strong customer relationship 4.4 Based on 513 Ratings
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What is Capsule and how does it work?

Capsule is an online CRM software that incorporates a simple visual interface into a powerful CRM system. It works towards building a database with vital information of customers available at the user’s fingertip, from tracking sales to keeping a track of all the contacts which essentially gives its users a birds-eye view of everything they need to deliver a more personal experience to their customers. Companies can achieve a higher number in sales with the option to tailor their own pipelines, granting them the complete dashboard which indicates minute details like potential values and where they stand in the pipeline. This makes taking the next decisive step pretty easy. Capsule’s features include a simple and intuitive customer index within a visual overview of entire sales pipelines, aiding companies to keep a track of where their sales stand as they scale and grow. The software makes sure that not a single open sales opportunity is missed. Users can use features like Milestones to measure up their possible future sales prospects against the factors that are dialed in automatically by the software. Capsule helps team members to have the visibility and the clarity to create their own sales pipelines, making the operations clearer and easier for businesses.

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Capsule Pricing

  • Free Trial Available
  • Starts at $18.0. Offers Free-forever plan.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    90%
  • Momentum
    63%
  • Popularity
    73%

User Sentiment

  • User-Friendly Interface, Extensive Integrations
  • Limited Reporting Functionality, Occasional Software Glitches

location iconManchester, England

location iconLive Since 2007

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79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Upsales CRM logo
The CRM for firms with big plans for expansion 4.5 Based on 114 Ratings
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What is Upsales CRM and how does it work?

Upsales CRM is a versatile CRM software platform that enables you to find fresh leads, close more transactions, and expand your client base with ease. It helps you find fresh leads to increase the efficiency of your sales process and grow your revenue. With Upsales’ account growth capabilities, you can uncover untapped potential in your current client base. You can get lead suggestions for all registered firms in the United Kingdom based on your sales history and contact information. You can invest your time on the correct offers and view everything from the pipeline's worth and progress to the likelihood and hazards of a transaction. You can discover upsell chances and get notifications when a consumer is ready to make a larger purchase. The platform allows you to see how many meetings you need to fulfill your sales targets, and make decisions based on data. It improves your prospecting and helps you to locate high-quality leads. Additionally, you can improve the predictability and efficiency of your whole sales process and complete more transactions.

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Upsales CRM Pricing

  • Free Trial Not Available

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    80%
  • Reviews
    73%
  • Momentum
    60%
  • Popularity
    69%

User Sentiment

  • Ease of Use, Organized Interface
  • Occasional System Slowdowns, Limited Customization Options

location iconStockholm, Sweden

location iconLive Since 2003

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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Aurea CRM logo
Manages your customer relationship 4.1 Based on 29 Ratings
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What is Aurea CRM and how does it work?

Aurea CRM (customer relationship management) solution that lets you drive customer engagement tools deep into your sales organization. ACRM gives sales an AWS-powered holistic view of every interaction and every contact with deep analytic insights. The Aurea hybrid cloud deployment model utilizes the best of AWS to deliver improved availability over on-premise deployments, greater scalability, and lower TCO. Aurea’s mobile CRM solutions mean you can access customer information, process orders, and comprehensively manage your accounts wherever and whenever, whether on the road, at a point of sale, or in a meeting. These user-friendly mobile solutions are made for the mobile devices you use every day eg smartphones, tablets, iPads, and laptops. With 6x faster performance than the standard edition, streamlined UX, additional add-ons and integrations, and Platinum Support, it offers a superior platform for growth and innovation. With sales intelligence, sales reps know where to spend their time and how, using predictive analytics to identify deal threats and accelerators. Predictive CRM helps to rapidly identify your most promising prospects, built hyper-targeted segments, and personalize outreach at scale which results in a significant increase in conversion rates on inbound and outbound campaigns.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 72%
  • Reviews 72%
  • Momentum 60%
  • Popularity 62%

Aurea CRM Pricing

  • Free Trial Not Available
  • Offers Custom plan.
Schedule a demo Start Free Trial

90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Microsoft Dynamics 365 for Sales logo
Integrates all your CRM function 3.6 Based on 1387 Ratings
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What is Microsoft Dynamics 365 for Sales and how does it work?

Dynamics CRM is a powerful software with a number of tools that help in making the customer-facing functions of business easier. Microsoft Dynamics CRM delivers a wide range of CRM via five individual apps - Customer Service, Sales, Field Service, Marketing, Project Service Automation that work in integration. It aims at centralizing customer informations, automating marketing informations, tracking sales opportunities, analyzing data and enabling a responsive customer service. All of these functions ensure that you are never out on any growth opportunity by maximizing your business relationships.

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Microsoft Dynamics 365 for Sales Pricing

  • Free Trial Available
  • Starts at $65.00.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    78%
  • Momentum
    65%
  • Popularity
    71%

User Sentiment

  • Customization Options, Extensive Integrations with Microsoft Products
  • Complex User Interface, Occasional Performance Issues

location iconRedmond, Washington

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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

CRM.io by 500apps logo
Drive Sales with CRM 5 Based on 2 Ratings
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What is CRM.io by 500apps and how does it work?

CRM.io by 500 apps software is a CRM tool for managing contacts, and powerful sales automation. The software offers tools to nurture and measure sales funnel towards conversion to close more deals. Collaborate with teams to track and manage the progress of your deals. Generate reports to measure the sales team's activities for better business workflows. Marketers, Small and Medium companies make use of the software.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 78%
  • Reviews 66%
  • Momentum 60%
  • Popularity 62%

CRM.io by 500apps Pricing

  • Free Trial Not Available
  • Starts at $9.99. Offers Free-forever and Custom plan.
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75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Paddle CRM logo
The Reviews & Messaging Platform For Local Business Write a Review
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What is Paddle CRM and how does it work?

Paddle CRM, is the ultimate reviews and messaging platform for local businesses. Plus, with the ability to send review requests via text to recent customers, they can easily improve their ratings, build their reputation, and get found online. Paddle CRM also offers a single inbox for all their messaging needs from text to Facebook messages to Google messages and more. Keep up with their customers and leads in one convenient location, without the hassle of switching between different platforms. And for those looking to convert more website visitors into leads and sales conversations, Paddle CRM has them covered with Webchat. Engage with potential customers and close deals faster with this user-friendly feature. But wait, there's more! With Paddle CRM, they can also simplify their client invoicing and get paid faster through easy text 2 pay client invoicing.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 76%
  • Reviews 60%
  • Momentum 61%
  • Popularity 62%

Paddle CRM Pricing

  • Free Trial Available
  • Starts at $164.16.
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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

FreeCRM logo
A Free CRM Software 4.4 Based on 11 Ratings
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What is FreeCRM and how does it work?

FreeCRM software is a Cloud CRM used to manage business. The software offers tools to customize leads with key contacts to manage your sales pipeline. Support every customer on every channel to close deals. Engage clients and nurture relationships to personalize messages and measure performance with reporting tool. Small, Medium companies make use of the software.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 78%
  • Reviews 66%
  • Momentum 60%
  • Popularity 67%

FreeCRM Pricing

  • Free Trial Not Available
  • Starts at $50.00. Offers Free-forever plan.
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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

W3B Management Solutions logo
A Business Sales Software 4.7 Based on 20 Ratings
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What is W3B Management Solutions and how does it work?

W3B Management Solutions software is a platform used to manage Customer Relations and Support for sales. The software offers tools to manage functions like Contacts, Leads, Opportunities, Estimates, Customers and Campaigns. Collaborate with teams to manage estimates with opportunity or any quote requested by a prospect. It supports Mobile Android and iOS. Small, Medium companies make use of the software.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 93%
  • Reviews 70%
  • Momentum 61%
  • Popularity 66%

W3B Management Solutions Pricing

  • Free Trial Available
  • Starts at $10.00.
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75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Upp logo

Upp

The super-app for business mobility 5 Based on 1 Ratings
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What is Upp and how does it work?

Introducing Upp the industry-leading tool that takes the hassle out of business management. With Upp, you can do all your business tasks with just your smartphone. No need for complex software or desktop applications ever again. Upp is designed with all types of businesses in mind. Whether they’re an entrepreneur, freelancers, shop owners, or a larger business, they’ve got them covered. Upp streamlines the entire business process effortlessly. Take control of their deals and clients with Upp. From managing sales and processing orders to creating invoices and documents quickly and easily, Upp makes it all possible. Keep a close eye on your finances and goods in stock to ensure you’re always in the know. Upp also takes the guesswork out of scheduling. Automate notifications to customers and access all of their data anytime, anywhere. Whether they’re a budding business or an established organization, Upp is the smartest and most efficient way to do business from your smartphone. Make life easier and save time and effort – sign up for Upp today!

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 71%
  • Reviews 64%
  • Momentum 62%
  • Popularity 63%

Upp Pricing

  • Free Trial Available
  • Starts at $0.49.
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74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

CiuisCRM logo
Manage your business effectively with CiuisCRM Write a Review
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What is CiuisCRM and how does it work?

CiuisCRM is a customer relationship management (CRM) programme that handles everything from customer management to quotations, invoices, and payments, among other things. It includes a lot of capabilities, from customization to invoice and accounting automation, to help you grow your business. You can manage and regulate vendors and customers using CiuisCRM, as well as follow up with customers based on specified criteria. You can send invoices to your customers and collect payments from them online. You'll get customizable reports and dashboards with real-time data updates when you use them. You can use sales analytics to compare sales over time and set priorities based on reliable data. Depending on the roles in the organization, you can develop unique data displays. You may even develop and send customer quotations or proposals. With CiuisCRM, you can automate your workflow with recurring invoices, expense entries, and other income entries with a single click. By adopting CiuisCRM, you are choosing to streamline your business's estimation, invoicing, and accounting processes, allowing it to grow and expand.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 75%
  • Reviews 60%
  • Momentum 60%
  • Popularity 61%

CiuisCRM Pricing

  • Free Trial Available
  • Offers Custom plan.
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Concord CRM logo
Close deals faster as you move Write a Review
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What is Concord CRM and how does it work?

Concord CRM is a self-hosted affordable CRM platform that can be used to manage company-wise contacts, deals and emails within a unified location. This platform offers a wide variety of deal management features to individual companies, helping them create, manage deals and track the overall progress via stages that are the best fit for the sales workflow. With Concord CRM, companies can even create multiple pipelines comprising custom tags. Also, with the integrated tools available, businesses can assign deals to sales agents. Furthermore, its 2-way email sync facility available simplifies communication between the agents and the clients on the go. Concord CRM also allows users to connect personal and shared company accounts, associate emails to many companies, contacts and deals as well as convert email to deal, activity or contact, whatever action is suitable. Furthermore, this platform uses advanced filters to segment data and easily schedule the needed steps for sales reps.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 77%
  • Reviews 60%
  • Momentum 60%
  • Popularity 63%

Concord CRM Pricing

  • Free Trial Not Available
  • Starts at $118.00.
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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Rainmaker Reputation AI CRM logo
Smarter Tools, Seamless Growth Write a Review
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What is Rainmaker Reputation AI CRM and how does it work?

Rainmaker Reputation AI CRM is designed to revolutionize the way businesses manage their customer interactions and operations. Featuring tools like a Virtual Receptionist, Spam/Solicitor Screener, and Conversational AI Texting, it ensures seamless communication with clients while safeguarding your time from unwanted interruptions. This powerful platform also includes Appointment Booking, After-Hour Answering Service, and Real-Time Notifications, making sure your business stays accessible and responsive around the clock. Call Recording & Transcriptions enhance transparency and provide valuable insights, while Onboarding and 24/7 Support guarantee a smooth experience from day one. With Rainmaker's AI Assistant, you can maximize every opportunity to grow your business. From handling routine tasks to optimizing customer engagement, this assistant acts as a powerhouse tool to enhance efficiency and productivity.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 90%
  • Reviews 60%
  • Momentum 60%
  • Popularity 61%

Rainmaker Reputation AI CRM Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

CRIISP logo
Capital Raising Platform for Any Business Write a Review
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What is CRIISP and how does it work?

CRIISP is an end-to-end SaaS platform for raising capital, accessing investors, engaging in Q&As, managing and tracking investor interest, and operating investment deal room. It is a one-stop-shop for capital raising and is powered by Wholesale Investor. The tool sports a simple and safe folder structure for documentation and lets users access a targeted investor marketplace. It promotes deal rooms and listings or users or can also make it invitation-only. Users can stay on top of their entire capital raising journey with a simple and efficient dashboard. They can also track engagement within their deal rooms and follow up with investor leads. This enables entrepreneurs to accept investment application forms and also send payment receipts. They can issue, track and store share certificates for successful investments. The platform is free of charge for investors. The objective is to help them by saving time, money and make their investment process more efficient.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 75%
  • Reviews 60%
  • Momentum 60%
  • Popularity 68%

CRIISP Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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72% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Blem CRM logo
Ultimate CRM solution 5 Based on 1 Ratings
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What is Blem CRM and how does it work?

Blem CRM is a revolutionary CRM solution that will enhance every customer connection and boost their business like never before. As a professional with a third-party perspective, they understand the importance of efficient and effective customer relationships. And that's where Blem comes in as their trusty partner in delivering game-changing CRM solutions, with Blem. This user-friendly platform streamlines all their customer interactions, giving they more time to focus on what matters to their business. Blem does everything from tracking customer data to managing sales and marketing efforts, allowing them to build stronger and long-lasting connections with their customers. Advanced features such as customer segmentation, personalized communication, and real-time analytics will take customer engagement to the next level. They'll have all the insights and tools they need to cater to each customer's unique needs and preferences, ensuring maximum satisfaction and loyalty.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 67%
  • Reviews 60%
  • Momentum 61%
  • Popularity 61%

Blem CRM Pricing

  • Free Trial Not Available
  • Offers Free-forever plan.
Schedule a demo Start Free Trial

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Shape Software logo
A CRM Software for Productivity 4.7 Based on 103 Ratings
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What is Shape Software and how does it work?

Shape Software software is an all-in-one CRM, Sales, and Marketing Automation for business. The software offers tools to capture leads, send follow ups, and manage client projects within one easy-to-use interface. Collaborate with your team to send high quality newsletters, emails, and drip campaigns for leads. Generate custom reports to measure the performance of workflows. Small, Medium companies make use of the software.

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Shape Software Pricing

  • Free Trial Available
  • Starts at $99.00.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%
  • Reviews
    75%
  • Momentum
    63%
  • Popularity
    78%

User Sentiment

  • User-friendly interface, Excellent customer support
  • Limited UI customization, Steep learning curve for automation features

location iconIrvine, CA

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Pricing Insights for CRM Software

  • The Average Cost of a basic CRM Software plan is $25 per month.

  • 50% of CRM Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 20% offer a Freemium Model Allows users to access basic features at no cost..

List of CRM Software

PRODUCT NAME SW SCORE AGGREGATED RATINGS
Propertybase Propertybase 84 3.5
Sheetify CRM Sheetify CRM 76 0
Dex Dex 76 0
Attio Attio 87 4.8
NetHunt CRM NetHunt CRM 94 4.6
Capsule Capsule 92 4.4
Upsales CRM Upsales CRM 79 4.5
Aurea CRM Aurea CRM 76 4.1
Microsoft Dynamics 365 for Sales Microsoft Dynamics 365 for Sales 90 3.6
CRM.io by 500apps CRM.io by 500apps 76 5

CRM Software FAQs

what is CRM ?

Answer of revstack hey hey hey goes here in multiple lines Answer 2 goes here

Hello Dummy Question

This is a sample dummy paragraph used for testing purposes. It helps in checking layout, font style, and hyperlink behavior on a web page. For example, you can visit OpenAI’s website to explore more about artificial intelligence and its applications.

Overview

A (Customer Relationship Management) CRM Software helps businesses to manage their relationship with the customers while also providing various tools and features to convert leads into sales. A CRM software is very effective for any business as it brings a number of sales, marketing, and customer-facing functions at one single screen. It also stores details about your customers to help you in handling them better and, thus, ensuring a healthy relationship with your customers.

CRM Software Buying Guide: A Comprehensive Overview

Customer Relationship Management (CRM) software serves as a centralized hub for customer data, empowering businesses to streamline interactions, enhance customer service, and drive sales growth. However, the abundance of available options can make choosing the right CRM overwhelming. This guide aims to simplify the selection process by outlining essential factors to consider.

Understanding CRM Software

CRM software acts as a comprehensive tool that assists businesses in managing customer information, tracking interactions, and automating various sales and marketing processes. By centralizing customer data, it ensures accessibility across departments such as sales, marketing, and customer service, fostering seamless collaboration and informed decision-making.

Key Features to Consider

When evaluating CRM software, focus on the following key features:

  • Contact and Lead Management: Efficiently organize and track customer information, including names, addresses, communication history, and lead progression through the sales pipeline.
  • Sales Automation: Streamline sales processes with features like pipeline management, sales forecasting, and opportunity tracking.
  • Marketing Automation: Automate email campaigns, manage multi-channel marketing efforts, and track campaign performance to optimize results.
  • Customer Service Management: Provide exceptional customer service through ticketing systems, knowledge bases, and self-service portals.
  • Reporting and Analytics: Generate insightful reports and visualize key metrics to gain actionable insights into customer behavior and sales trends.
  • Integration Capabilities: Ensure seamless integration with other essential business tools like email, social media, and accounting software.
  • Mobile Accessibility: Access crucial CRM features on the go with a dedicated mobile app or responsive design.

Choosing the Right CRM Software

When selecting a CRM, consider the following factors:

  • Business Size and Needs: Small businesses may benefit from a user-friendly CRM with essential features, while larger enterprises may require a more comprehensive solution with advanced functionalities.
  • User Experience: Prioritize a CRM with an intuitive interface and customizable workflows to minimize the learning curve and adapt to your specific business processes.
  • Cost: Evaluate pricing models, including subscription-based, one-time payment, or freemium options, and consider the total cost of ownership, including setup, training, and ongoing support.
  • Security: Ensure the CRM adheres to data protection regulations and provides robust user permission controls to safeguard sensitive customer information.
  • Vendor Reputation and Support: Research the vendor's track record and customer support options to ensure reliable assistance and a positive experience.

Implementing CRM Software

Successful CRM implementation involves several crucial steps:

  • Define Your Objectives: Clearly identify the business goals you aim to achieve with the CRM, such as improved customer satisfaction or increased sales efficiency.
  • Evaluate CRM Options: Based on your requirements, shortlist CRM solutions that offer the necessary features and fall within your budget.
  • Request Demos and Trials: Take advantage of free trials or request demos to experience the software's functionality firsthand.
  • Involve Stakeholders: Include representatives from sales, marketing, and customer service in the decision-making process to ensure the CRM meets the needs of all departments.
  • Plan for Implementation: Develop a comprehensive implementation plan that encompasses data migration, user training, and process setup within the CRM.
  • Monitor and Optimize: Continuously monitor the CRM's performance, gather feedback, and optimize its usage based on insights and results.

Popular CRM Options

Several popular CRM solutions cater to different business needs:

  • Salesforce: A highly customizable CRM suitable for large enterprises with complex requirements.
  • HubSpot CRM: A free and user-friendly CRM with robust marketing automation features, ideal for small to medium-sized businesses.
  • Zoho CRM: Offers a balance of features, ease of use, and affordability, making it suitable for small to medium-sized businesses seeking an all-in-one solution.
  • Microsoft Dynamics 365: A powerful CRM integrated with Microsoft's suite of products, making it a good choice for companies already utilizing Microsoft tools.
  • Pipedrive: A visually appealing and straightforward CRM with a focus on sales pipeline management, well-suited for sales-driven small businesses.

Conclusion

Choosing the right CRM software is a critical investment in optimizing customer relationships and fostering business growth. By understanding your business needs, evaluating key features, and considering factors like cost and vendor support, you can select a CRM that aligns with your current requirements and scales alongside your business. Remember to involve stakeholders, plan the implementation carefully, and continuously monitor and optimize the CRM to ensure its success in achieving your business goals.

Features

Typical Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

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