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Showing 61 - 80 of 469 Products

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

Easy Simple CRM logo
Manage Business with Contacts 5 Based on 3 Ratings
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What is Easy Simple CRM and how does it work?

Easy Simple CRM software is a platform used to automate business workflows. The software offers an easy to use interface to create and manage contacts. It is a secure software to save contact's details, create a to-do list, send forms. Export your data to Excel file format at the click of a button. Marketers, Small and Medium companies make use of the software.

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Easy Simple 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
    69%
  • Reviews
    66%
  • Momentum
    60%
  • Popularity
    63%

User Sentiment

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location iconLondon, United Kingdom

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86% 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

Tall Emu CRM logo
All your CRM requirements solved 4.4 Based on 17 Ratings
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What is Tall Emu CRM and how does it work?

Tall EMU CRM is a smart CRM software solution, developed for sales representatives, BDMS, and businesses of all sizes to improve growth efficiency and acquire a competitive advantage over the other rivals. It enables you to track clients, leads, possibilities, and projects on a single platform. With Tall EMU CRM, you can visualize your sales zone to quickly identify the finest chances and filter possibilities by location and availability. It offers prospect hunters that help you generate fresh leads by searching a geographic region, comparing them to your current data, and adding them to CRM swiftly. It also offers an easy online quote generator that lets you create stunning quotations in no time. Users can add groupings, photos, links, videos, and subtotals, then give consumers a link to see online through SMS or email. Users can track all inbound and outbound calls and offer crucial caller information without having to open the CRM. It additionally offers best-in-class inventory management capabilities of a costly ERP system that also enables your sales force to quote in real-time and complete more transactions.

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Tall Emu CRM Pricing

  • Free Trial Available
  • Starts at $45.00.

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
    67%
  • Momentum
    60%
  • Popularity
    73%

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location iconSydney, Australia

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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

Lime CRM logo
A User-friendly CRM Software 4.6 Based on 51 Ratings
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What is Lime CRM and how does it work?

Lime CRM software is a platform used to visual and customized business need. The software offers tools to manage contacts, history notes, to-dos, case management, deals and marketing activities. Collaborate with your team to manage follow-ups, sales pipelines to measure the workflows. It integrates with Zapier. Small, Medium companies make use of the software.

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Lime 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
    78%
  • Reviews
    72%
  • Momentum
    60%
  • Popularity
    62%

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location iconLund, Sweden

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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

90degree Team Task logo
Tool for Manage Business Workflows 4.2 Based on 5 Ratings
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What is 90degree Team Task and how does it work?

90degree Team Task software is a platform used to manage sales in minutes. The software offers tools to manage contacts, leads, opportunities and clients. Manage tasks with meetings and dynamic business needs. Generate reports to measure business performance and Export Data in PDF, XLS, Doc file formats. Marketers, Small, Medium companies make use of the software.

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90degree Team Task Pricing

  • Free Trial Not Available
  • Starts at $35.00. 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
    80%
  • Reviews
    69%
  • Momentum
    62%
  • Popularity
    64%

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location iconJabalpur, 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

iGlobe CRM Office 365 logo
CRM Software for Needs 4.3 Based on 3 Ratings
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What is iGlobe CRM Office 365 and how does it work?

iGlobe CRM Office 365 software is a platform used to automate business workflows. Understand customers and behavior to develop relationships to view all activities from e-mail communication, meetings, tasks, document management and pipeline management via simple dashboard. The software offers customizable tab driven and outlook interface to navigate without extensive training. It integrates with QuickBooks, Outlook, and more. Marketers, Small and Medium companies make use of the software.

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iGlobe CRM Office 365 Pricing

  • Free Trial Available
  • Starts at $28.99.

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
    62%
  • Popularity
    72%

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location iconCopenhagen, Denmark

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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

OfficeClip Contact Manager logo
A Contact Management Software 4.7 Based on 27 Ratings
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What is OfficeClip Contact Manager and how does it work?

OfficeClip Contact Manager software is a platform used to organize contacts and notes with an easy-to-use interface. The software offers tools to remind calls for customers at regular intervals. Collaborate with team to automate tasks and events with call list schedules. Measure the contact information through reports via dashboard. Marketers, Small companies make use of the software.

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OfficeClip Contact Manager Pricing

  • Free Trial Available
  • Starts at $3.00. 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
    78%
  • Reviews
    71%
  • Momentum
    60%
  • Popularity
    64%

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location iconAtlanta, GA

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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

Sun Bear CRM logo
All-In-One Sales Software 5 Based on 2 Ratings
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What is Sun Bear CRM and how does it work?

Sun Bear is a CRM platform with Marketing Automation and Lead Management for businesses. The software offers a centralized custom database of all contacts, leads, interactions and related information. Manage campaigns to create and execute personalized automated “drip” campaigns on the scheduled activity dates. Collaborate with teams to manage email responses and can analyze activities to measure the performance to goals. Marketers, Small and Medium companies make use of the software.

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Sun Bear CRM Pricing

  • Free Trial Not Available
  • Starts at $199.00.

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
    68%
  • Momentum
    60%
  • Popularity
    63%

User Sentiment

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location iconWest Harwich, MA

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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

AllClients logo
Manage Business with CRM software 4.6 Based on 30 Ratings
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What is AllClients and how does it work?

AllClients software is a Web-based CRM software to automate workflows. The software offers tools to manage Contact information, Notes, To-do’s, Appointments, and more. Group several client activities and each Team member has different permissions and access levels to the system. Create a step by step workflow for potential customers through your systematic processes.

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AllClients Pricing

  • Free Trial Available
  • Starts at $29.00.

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
    91%
  • Reviews
    76%
  • Momentum
    63%
  • Popularity
    76%

User Sentiment

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location iconSparks, Nevada

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86% 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

Cool Life CRM logo
Increase Revenue with CRM Software 4.3 Based on 18 Ratings
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What is Cool Life CRM and how does it work?

Cool Life CRM software is a 360° Marketing Solution to gain insights for business in real-time. The software offers tools to track information and retrieve your documentation in minutes. Engage audiences with Drip campaigns to automate processes through the sales cycle. Collaborate with team to manage events from your calendar. Generate reports to measure business performances. Small, Medium companies make use of the software.

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Cool Life CRM Pricing

  • Free Trial Not Available
  • Starts at $9.95.

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
    69%
  • Momentum
    63%
  • Popularity
    70%

User Sentiment

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location iconLewis, DE

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82% 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

Wice CRM logo
All-in-one CRM Software for Business 4.3 Based on 4 Ratings
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What is Wice CRM and how does it work?

Wice CRM software is a platform used to increase productivity for better user experience. The software offers tools like marketing campaigns to target groups and manage sales opportunities in minutes. Collaborate with team to manage tasks with workflows. Marketers, Small and Medium companies make use of the software.

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Wice CRM Pricing

  • Free Trial Not Available
  • 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
    76%
  • Reviews
    83%
  • Momentum
    62%
  • Popularity
    70%

User Sentiment

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location iconHamburg, Germany

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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

Shark Byte CRM logo
A Sale Estimating Software 4.7 Based on 6 Ratings
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What is Shark Byte CRM and how does it work?

Shark Byte CRM is a Sales System to manage business processes. The software offers tools to like mobile surveying tool, service contract and project estimating, proposal generation. Create proposals to manage sale documents within the system. Generate reports to measure the performance via dashboards. Marketers, Small and Medium companies make use of the software.

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Shark Byte 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
    78%
  • Reviews
    69%
  • Momentum
    62%
  • Popularity
    66%

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location iconFlorida

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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

SpinOffice CRM logo
Customer Management Software 4.6 Based on 33 Ratings
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What is SpinOffice CRM and how does it work?

SpinOffice CRM software is a platform used to create a central database for all your customer-related information. Manage contacts, leads with notes, emails, files, and more. Add personalized document templates to manage tasks with filters and set reminders. Import the existing documents in PDF file formats. It integrates with Dropbox, MailChimp, and more. Marketers, Small and Medium companies make use of the software.

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SpinOffice CRM Pricing

  • Free Trial Not Available
  • Starts at $27.50. 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
    93%
  • Reviews
    75%
  • Momentum
    60%
  • Popularity
    74%

User Sentiment

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location iconThe Hague, Netherlands

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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

Moskit logo
A CRM to Close Deals 4.5 Based on 2 Ratings
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What is Moskit and how does it work?

Moskit CRM stands at the forefront of sales process management by harnessing the conveniences of modern communication and the intelligence of AI. Integrated with WhatsApp, Moskit allows users to send, receive, and meticulously synchronize text and audio messages, ensuring no conversation detail slips through the cracks. This opens a gateway for a revolutionary approach to sales communications, backed by the powerful capabilities of ChatGPT, which aid in crafting personalized, efficient, and faster messaging. Moskit's impact spans enhancing service quality and boosting sales productivity through integrating business data and customized message templates directly into WhatsApp. These elements seamlessly sync with CRM systems, ensuring uniformity and effortless accessibility. Email correspondence remains integral; the platform facilitates crafting and sending emails using preset templates directly from the CRM. This cultivates increased team interaction and efficiency. Calls are effortlessly made, recorded, and their history tracked through the seamless integration with Zenvia. Even the creation of proposals is streamlined; negotiators can generate them automatically from ongoing discussions in the CRM, utilizing customizable templates that adapt to the unique needs of each enterprise. For operations based on product sales, Moskit provides optimized management by associating business records with the attributes of the products sold, offering users complete control of scheduled activities and empowering them to drive business success.

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Moskit 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
    68%
  • Momentum
    67%
  • Popularity
    79%

User Sentiment

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location iconLondrina, Paraná

location iconLive Since 2015

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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

Freshworks 360 logo
The ultimate customer engagement suite Write a Review
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What is Freshworks 360 and how does it work?

Freshworks 360 is a customer engagement software that offers integration between the marketing, sales and support team to provide a seamless experience to the customers. It provides a 360-degree view of the targeted customers and centralizes all customer conversation from multiple media, marketing, and sales channels at single place. Freshworks 360 ensures full collaboration among teams to help them give quality customer services and support timely. Customer data and interaction history are easily accessible, and brands can track social media mentions as well. Freshworks 360 is customizable and is flexible enough for any team size. This omnichannel CRM tool can also serve as a helpdesk tool.

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Freshworks 360 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
    69%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    63%

User Sentiment

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location iconSan Mateo, California

location iconLive Since 2010

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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

Netfunda CRM logo
Customer relationship monitoring tool Write a Review
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What is Netfunda CRM and how does it work?

Netfunda CRM software helps in automating your online selling process and can boost your ecommerce objectives. Tracing sales potential, lead generation and maintaining suitable rapport with the customers are possible with the platform. You can directly funnel into your CRM system the vital data concerning your web visitors. Appropriate workflow automation can help minimizing sales transaction cycle time. Netfunda CRM features customizable dashboard and important sales analytics offering real-time data on your sales lineup. This software comes with in-built email integrations that works with IBM Lotus Notes, Microsoft Outlook and Gmail.

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Netfunda 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
    68%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    65%

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location iconNoida, India

location iconLive Since 2001

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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

Zingy Sales logo
Automate your sales campaigns using an A.I CRM Write a Review
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What is Zingy Sales and how does it work?

Zingy Sales is an AI-powered CRM that aims to make the sales process easier and more intelligent. One of Zingy Sales’ most interesting and unique feature is its conversational A.I. interface. This interface analyzes each sales opportunity and automatically recommends a next best action, as well as moving the sale on without human intervention. This is aimed at helping automate time-consuming manual tasks. Zingy Sales includes a built-in phone for one-touch calls. All call activities are logged automatically. This software also features lead scoring functionality that allows you to filter leads by website, call interactions, email, and product, and prioritize leads accordingly. Zingy Sales enables better collaboration between the sales and marketing teams. It also provides salespeople with alerts when they should be following up with clients, and analyzes data such as inventory, customer service history, demographics, and policies to recommend which actions the sales staff should take at this time.

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Zingy Sales Pricing

  • Free Trial Available
  • Starts at $10.00.

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
    60%
  • Popularity
    63%

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location iconNewark New Castle, Delaware

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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

Lucep logo
A unique Lead Capture Solution 4.8 Based on 12 Ratings
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What is Lucep and how does it work?

Lucep is a CRM software for effective online generation of leads. The software offers functions such as Instant response to customer inquiries within the first 5 minutes and receives notifications with click to call system for a callback, to generate customized responses. Lucep’s Artificial Intelligence Sales Gorilla engages your website's visitors, and increases lead conversion and sales opportunities. A dashboard is available to monitor analytics and reports to automate. The software is used by sales organizations for Small to Large Enterprises.

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Lucep Pricing

  • Free Trial Available
  • Starts at $25.00. 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
    73%
  • Reviews
    70%
  • Momentum
    65%
  • Popularity
    78%

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location iconSingapore, Singapore

location iconLive Since 2012

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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

Bearbook CRM logo
Simplify Your Sales Workflow 4 Based on 1 Ratings
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What is Bearbook CRM and how does it work?

Bearbook CRM has great features that will simplify all your sales activity. Bearbook CRM provides best-calling experience for the sales team. It helps to Manage all your sales activity like meeting with your customer, schedule call and much more.

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Bearbook CRM Pricing

  • Free Trial Not Available
  • Starts at $12.00. Offers Free-forever and 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
    65%
  • Reviews
    64%
  • Momentum
    60%
  • Popularity
    67%

User Sentiment

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location iconKarnataka, 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

SaySimple logo
Achieving Conversational Excellence 5 Based on 1 Ratings
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What is SaySimple and how does it work?

SaySimple is a pioneer of the social messaging platform deployed on the cloud, SaaS and Web as they use social messaging channels that are used between people for usual conversations and turn it into customer and business conversation channels. It aims at leveraging the strength of social messaging by turning customer service cost centers into commercial profit centers. The software helps to achieve “conversational excellence” by responding to the popularity of social messaging. It provides 24/7 accessibility through the channel and devices with its unique platform where all the chatbots, messaging channels, statistics, and the sentiment analysis all come under one platform. SaySimple enables the businesses to become better listeners and expert communicators with the help of technologies such as artificial intelligence, bot and, machine learning. With the help of software, the business is enabled to treat its customers with unique and individual brand experiences. It will also help the user to generate more sales by using social media automation and recognizing the opportunities better and strengthening the contacts with the customer.

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SaySimple 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
    77%
  • Reviews
    67%
  • Momentum
    63%
  • Popularity
    76%

User Sentiment

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location iconHaarlem, Netherlands

location iconLive Since 2014

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73% 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

DokaCRM logo
Contact management for small firms Write a Review
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What is DokaCRM and how does it work?

DokaCRM works as contact management that can be used by a small business to enhance the growth rate. It offers a better method to maintain your contacts, sales, and tasks. Everything mentioned above is performed on a single and robust platform. DokaCRM is not only affordable but is also easy to use and can be perfect for small business. In addition to that, it can aid users to improve customer happiness and also sign more deals. It comes with a simple screen from where you can track all of the information regarding a contact. Basically, DokaCRM is a flawless contact management software that comes with up to date lead management, which includes the contact info and status of the lead. Users can also add a note in order to enhance efficiency. Users can manage the leads by avoiding the confusion that the majority of the CRM's available in the market usually comes with. This software can be accessed without any sort of installation process from any device.

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DokaCRM 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
    69%
  • Reviews
    60%
  • Momentum
    62%
  • Popularity
    62%

User Sentiment

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Schedule a demo Start Free Trial

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
Easy Simple CRM Easy Simple CRM 74 5
Tall Emu CRM Tall Emu CRM 86 4.4
Lime CRM Lime CRM 78 4.6
90degree Team Task 90degree Team Task 80 4.2
iGlobe CRM Office 365 iGlobe CRM Office 365 80 4.3
OfficeClip Contact Manager OfficeClip Contact Manager 79 4.7
Sun Bear CRM Sun Bear CRM 78 5
AllClients AllClients 88 4.6
Cool Life CRM Cool Life CRM 86 4.3
Wice CRM Wice CRM 82 4.3

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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