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Showing 401 - 420 of 469 Products

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

Pulse Technology logo
Managing Business Made Simple 4.9 Based on 16 Ratings
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What is Pulse Technology and how does it work?

Pulse Technology software is a platform used to manage business in minutes. The software offers tools to create email nurture campaigns and track leads to close more sales with our customized quoting tool. Collaborate with your teams to automate sales and marketing pipelines for better workflows. Small, Medium companies make use of the software.

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Pulse Technology Pricing

  • Free Trial Not Available
  • Starts at $49.00.

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
    93%
  • Reviews
    71%
  • Momentum
    65%
  • Popularity
    70%

User Sentiment

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location iconDelaware, OH

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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

CREST SFA logo
Mobile Sales Office for Smart Decision-Making Write a Review
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What is CREST SFA and how does it work?

As a business owner, managing sales operations can be challenging and time-consuming. However, with the use of CREST SFA (Sales Force Automation) mobile app, one can maximize productivity and streamline the outdoor sales process. CREST SFA is an integrated solution that works in tandem with CREST ERP (Enterprise Resource Planning) software. One of the key features of CREST SFA is its ability to integrate with CREST ERP. This means that enquiries and orders taken through the mobile app are automatically booked in the ERP system, eliminating the need for double data entry. The CREST SFA mobile app also empowers the inside sales team with intelligent reports, real-time lead status updates, and enhanced productivity tools. This enables them to make informed decisions and stay on top of their sales targets. Moreover, Sales Managers can access the app to get a complete overview of their team's performance and make better decisions when they have the right information at the right moment. This promotes accountability and ensures that Sales Executives stick to their assigned sales territories.

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CREST SFA Pricing

  • Free Trial Not Available
  • 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
    88%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    60%

User Sentiment

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location iconBangalore, India

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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

Cotano logo
Sale Automation Software Write a Review
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What is Cotano and how does it work?

Cotano software is a platform used to boost your company’s revenue. The software offers tools to make real-time data-driven management decisions for sales pipeline of your distributors. Create quota & conversion rate in a single dashboard to avoid churn risks for business. Small, Medium companies make use of the software.

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Cotano Pricing

  • Free Trial Available
  • 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
    75%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    70%

User Sentiment

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location iconWilmington, DE

location iconLive Since 2017

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88% 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

CloudCC CRM logo
A CRM Software 4.6 Based on 5 Ratings
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What is CloudCC CRM and how does it work?

CloudCC CRM software is a platform is designed to optimize business workload. The software offers tools to personalize customer experience to capture details across the entire life-cycle of your customer. Manage the products associated with your opportunities for organize sales team's day. Collaborate with your team to schedule tasks, events, and calls for conversations. It supports Mobile Android and iOS.

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CloudCC CRM Pricing

  • Free Trial Available
  • Starts at $5.00.

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
    96%
  • Reviews
    69%
  • Momentum
    65%
  • Popularity
    71%

User Sentiment

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location iconSanta Clara, CA

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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

CRM.me logo
A CRM Platform for Business 4.6 Based on 24 Ratings
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What is CRM.me and how does it work?

CRM.me software is an all-in-one tool to grow your business. The software offers tools to email templates to create drip marketing and nurture leads into opportunities. Collaborate with team to organize customer data and track products and services to visualize ROI. It integrates with Google, Outlook, and Exchange. Marketers, Small and Medium companies make use of the software.

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CRM.me Pricing

  • Free Trial Available
  • Starts at $35.00.

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
    78%
  • Reviews
    74%
  • Momentum
    60%
  • Popularity
    60%

User Sentiment

Not Enough Reviews!

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location iconUnited States

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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

Efficy CRM logo
A CRM for Business 4.3 Based on 145 Ratings
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What is Efficy CRM and how does it work?

Efficy CRM offers a comprehensive solution to streamline business processes, cultivate enduring customer relationships, and amplify sales. Designed to provide complete customer insights, Efficy enables the crafting of impactful, personalized conversations. The platform’s intuitive automation tools allow businesses to automate at scale, thereby enhancing efficiency, boosting productivity, and reducing overhead costs. Keeping track of potential opportunities becomes effortless with a unified 360-degree view, helping to maximize sales with minimal effort. Clear, detailed analytics are always accessible, offering precise ROI assessments and the convenience of generating shareable reports instantaneously. Efficy also helps to invigorate team collaboration, engagement, and productivity by incorporating elements of gamification into daily tasks. With the system, one can refine the customer experience, efficiently manage an increased volume of ticket requests through automation, and reliably meet every customer's needs.

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Efficy CRM Pricing

  • Free Trial 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
    97%
  • Reviews
    73%
  • Momentum
    66%
  • Popularity
    83%

User Sentiment

  • User Friendly Interface, Customization Options
  • Steep Learning Curve, Technical Issues

location iconBrussels, Belgium

location iconLive Since 2005

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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

Sellf CRM logo
Assist the sales team in meeting targets more quickly 4.4 Based on 24 Ratings
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What is Sellf CRM and how does it work?

Sellf CRM is a mobile CRM and sales monitoring application. It arranges one's schedule and reminds them of their responsibilities, such as arranging meetings, making phone calls, sending emails, and so on, while also guaranteeing not to miss a possible customer. It increases the productivity of a sales team by allowing them to schedule events with their clients or organise team meetings via email monitoring. In addition, users may attach any documents to a transaction, share them with their team, and determine who to share them with. The visual reporting component of Sellf CRM offers insights to assist users to make better business decisions. It allows users to gain a detailed picture of their team's performance over time and receive immediate feedback on their own actions. It also assists in tracking the source of the company's qualifying leads and generates reports on the most lucrative customers.

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Sellf CRM Pricing

  • Free Trial Available
  • 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
    76%
  • Reviews
    77%
  • Momentum
    61%
  • Popularity
    75%

User Sentiment

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location iconTreviso, Italy

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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

Onyx CRM logo
A Productivity Software 4.1 Based on 18 Ratings
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What is Onyx CRM and how does it work?

Onyx CRM software is an Enterprise CRM software used to manage data processes for business. The software offers a 360º view of every customer and prospect from a single platform. Collaborate with team in user-friendly interfaces to measure performance of workflows. Marketers, Small and Medium companies make use of the software.

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Onyx CRM Pricing

  • Free Trial Not Available
  • 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
    76%
  • Reviews
    70%
  • Momentum
    60%
  • Popularity
    61%

User Sentiment

Not Enough Reviews!

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location iconAustin, Texas

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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

eSalesTrack logo
A Web based CRM Software 5 Based on 9 Ratings
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What is eSalesTrack and how does it work?

eSalesTrack software is a platform used to automate sales pipelines for business. The software offers tools to manage customer and team details in real-time from any where at any time. Generate reports about progress of a campaigns with conversion rate and sales quota. Marketers, Small and Medium companies make use of the software.

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eSalesTrack Pricing

  • Free Trial Available
  • Starts at $40.00.

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
    80%
  • Reviews
    66%
  • Momentum
    60%
  • Popularity
    68%

User Sentiment

Not Enough Reviews!

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location iconOverland Park, Kansas

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91% 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

Gold-Vision CRM logo
Fully featured CRM that unifies marketing and sales 4.6 Based on 89 Ratings
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What is Gold-Vision CRM and how does it work?

Gold-Vision CRM is a customer relationship management (CRM) software that helps companies to unify their sales and marketing teams and make them more effective for extensive business growth. The software comes with a dynamic screen design, automated workflows and alerting that enables sales teams to spend less time on unnecessary admin processes and more time on closing deals. It is a GDPR compliant portal that ensures complete data privacy right from the moment users enter information. Gold-Vision CRM includes various custom support features, such as real-time reporting, LiveChat integration, Broadcastable notes, that helps companies to speed up their service delivery. The software can be used to assign projects and tasks to team members and seamlessly share information across project teams to ensure that they complete work on time and within budget. Finally, it also helps users to improve team collaboration and increase ROI by managing training courses, events and conferences in one place and simplifying the full event lifecycle through automated workflows.

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Gold-Vision CRM Pricing

  • Free Trial Available
  • Starts at $32.50.

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
    63%
  • Popularity
    77%

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location iconLondon, United Kingdom

location iconLive Since 2001

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78% 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

Insight Business Management logo
All-in-one System to Manage Business. 5 Based on 2 Ratings
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What is Insight Business Management and how does it work?

Insight Business Management is a platform used to automate business workflows. The software offers a scheduling system to manage company activities like job information, staff leave, staff activities via calendar. Manage stock and inventory with invoices to maintain total control and a full audit trail. Collaborate with teams to gain Insights with customer databases like transactions and related information to measure the performance of business.

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Insight Business Management Pricing

  • Free Trial Not Available
  • 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
    80%
  • Reviews
    68%
  • Momentum
    61%
  • Popularity
    62%

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location iconLondon, United Kingdom

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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

Zimplu CRM logo
A Simple CRM for Better Business 4.3 Based on 4 Ratings
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What is Zimplu CRM and how does it work?

Zimplu CRM software is a platform used to manage information in real time from a single source. The software offers tools to monitor employee's performance for business growth. Generate reports about the Sales and Activity Report from your mobile phone. Marketers, Small and Medium companies make use of the software.

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Zimplu CRM Pricing

  • Free Trial Not Available
  • 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
    72%
  • Reviews
    65%
  • Momentum
    63%
  • Popularity
    70%

User Sentiment

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location iconBucharest, Romania

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88% 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

BlueCamroo logo
A Software for Business 4.8 Based on 10 Ratings
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What is BlueCamroo and how does it work?

BlueCamroo software is a platform used to track customer’s entire journey with deals and upselling opportunities. The software offers Email Marketing tools to engage your clients for better experiences. Collaborate with your team with access controls to generate bills. Track expenses to measure the performance of business workflows. It integrates with Google Calendar, Slack. Gmail, and more. Marketers, Small and Medium companies make use of the software.

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BlueCamroo Pricing

  • Free Trial Available
  • Starts at $5.00.

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
    96%
  • Reviews
    70%
  • Momentum
    64%
  • Popularity
    76%

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location iconOntario, Canada

location iconLive Since 2009

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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

BPA CRM logo
Elevate the sales team's effectiveness and customer happiness 4.5 Based on 2 Ratings
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What is BPA CRM and how does it work?

BPA CRM is a Microsoft Office 365 app and software. This contemporary CRM and project management tool can run in the safe and reliable Office 365 cloud, utilising technology for real-time conversations, teleconferencing, collaborations, automation systems, reporting, and more. The software does not necessitate connecting to a third-party system. Furthermore, the software can be utilised on any device. Additionally, because BPA CRM is built on the Microsoft tools used by the majority of salespeople, enterprises may utilise it to enhance productivity with Microsoft Teams. The software offers a modern interface with flexible and inventive components that may be customised to meet a user's specific demands. Running the application on Teams increases productivity, allowing for faster choices with rapid conversations and access to CRM material while speaking. Furthermore, it enhances the goal of achieving maximum mail answers in time, which further improves client happiness.

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BPA CRM Pricing

  • Free Trial Available
  • 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
    78%
  • Reviews
    67%
  • Momentum
    60%
  • Popularity
    61%

User Sentiment

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location iconSwitzerland

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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

Skyward CRM logo
Software for Small Business 4.8 Based on 4 Ratings
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What is Skyward CRM and how does it work?

Skyward CRM is a platform used to manage business works. The software offers CRM, ERP, HRMiS, tools to monitor and analyze administrative function to optimize growth. Collaborate with team to measure the performance. Small, Medium companies make use of the software.

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Skyward CRM Pricing

  • Free Trial Not Available
  • 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
    77%
  • Reviews
    72%
  • Momentum
    62%
  • Popularity
    70%

User Sentiment

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location iconOld Bridge, NJ

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78% 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

Sales Desk logo
All-In-One Sales Software 4.8 Based on 14 Ratings
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What is Sales Desk and how does it work?

Sales Desk is a Sales management software used to organize sales team to manage productivity. The software offers tools to manage cold calls, appointments to close deals. Collaborate with team to track products/services with quotes to measure business performance. Marketers, Small and Medium companies make use of the software.

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Sales Desk Pricing

  • Free Trial Available
  • Starts at $300.00.

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
    80%
  • Reviews
    70%
  • Momentum
    60%
  • Popularity
    62%

User Sentiment

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location iconUnited Arab Emirates

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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

MyBusiness CRM logo
Online CRM Software 5 Based on 8 Ratings
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What is MyBusiness CRM and how does it work?

MyBusiness CRM software is an Online CRM Systems for business. The software offers tools like Inbound and Outbound call center to generate leads with customer interactions. Collaborate with team to automate workflows across agents. Generate reports to measure the performance of business. Marketers, Small and Medium companies make use of the software.

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MyBusiness CRM Pricing

  • Free Trial Available
  • 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
    78%
  • Reviews
    68%
  • Momentum
    61%
  • Popularity
    67%

User Sentiment

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location iconVan Nuys, CA

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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

Cratio CRM logo
A Sales CRM Software 4.7 Based on 6 Ratings
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What is Cratio CRM and how does it work?

Cratio CRM software is a smart tool to close more sales. The software offers tool to assign and manage sales leads with Activities with Email/SMS reminders. Create customizable Forms, Fields, Reports to meet your business. Monitor the sales pipeline and measure the performance with reports. Marketers, Small, Medium companies make use of the software.

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Cratio CRM Pricing

  • Free Trial Available
  • Starts at $499.00.

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
    78%
  • Reviews
    69%
  • Momentum
    62%
  • Popularity
    69%

User Sentiment

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location iconChennai, India

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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

DigitalCRM.com logo
An Online CRM Software Write a Review
Schedule a demo Start Free Trial

What is DigitalCRM.com and how does it work?

DigitalCRM.com software is a platform used to automate workflow process. The software offers tools to manage sales funnel, lead status on a interactive graphical dashboard. Manage status of lead from various sources like Website, Forms to categories them as per lead status. Generate reports to measure the sales and marketing activities.

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DigitalCRM.com Pricing

  • Free Trial Available
  • Starts at $500.00.

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
    80%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    74%

User Sentiment

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location iconDelhi, India

location iconLive Since 2017

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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

TeamGram logo
Sales Management Software 4.8 Based on 38 Ratings
Schedule a demo Start Free Trial

What is TeamGram and how does it work?

TeamGram software is an easy-to-use CRM to close deals. The software offers tools to convert opportunities and sales quotes with internal Communications. Collaborate with teams to store contact information, meeting notes, emails and more. Measure the performance of tasks with business reports. Small, Medium companies make use of the software.

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TeamGram Pricing

  • Free Trial Available
  • Starts at $12.00.

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
    94%
  • Reviews
    71%
  • Momentum
    64%
  • Popularity
    66%

User Sentiment

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location iconToronto, Canada

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Pricing Insights for CRM Software

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

  • 51% 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
Pulse Technology Pulse Technology 87 4.9
CREST SFA CREST SFA 79 0
Cotano Cotano 76 0
CloudCC CRM CloudCC CRM 88 4.6
CRM.me CRM.me 77 4.6
Efficy CRM Efficy CRM 92 4.3
Sellf CRM Sellf CRM 80 4.4
Onyx CRM Onyx CRM 77 4.1
eSalesTrack eSalesTrack 80 5
Gold-Vision CRM Gold-Vision CRM 91 4.6

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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