ActiveCampaign

Salesforce CRM

Nimble

Less Annoying CRM

ClickUp

Zoho CRM is an intuitive and powerful CRM software that allows businesses of all sizes to manage their sales, customer relationships, and leads with ease. It is one of the most popular CRM systems on the market and has features that are ideal for small businesses and entrepreneurs.

Zoho CRM is a customer relationship management (CRM) software that provides a platform for businesses to manage their interactions with customers. It is commonly used by businesses of all sizes to manage customer data, including contacts, email, events, and tasks. Additionally, it offers a variety of features such as lead management, marketing automation, and reporting.

Zoho CRM is user-friendly and offers a drag-and-drop interface that makes it easy to customize the look and feel of your account. It also has a built-in chat feature that lets you communicate with customers directly. In addition, Zoho CRM offers a secure environment that ensures the privacy of your data. This CRM is also backed by Zoho&#39;s customer support team which is available 24/7 to assist you in resolving any issues.

Benefits of Zoho CRM

Zoho CRM offers a variety of features that can help businesses manage their customer data more effectively. These include:

<ul>
	<li>You can easily manage your customer interactions and keep track of your customer history.</li>
	<li>You can access your data from any device or computer, which makes it easy to work on the go.</li>
	<li>Built-in marketing automation features that can help you track and analyze your marketing efforts.</li>
	<li>You can easily create custom reports that help you to track your customer data and analyze your results.</li>
	<li>Zoho CRM is compatible with a wide range of platforms and tools, so you can easily integrate it with your other systems.</li>
	<li>Automated customer relationship management (CRM) features can help automate and streamline your customer relations processes.</li>
</ul>

Zoho CRM also offers integrations with a wide range of platforms such as Shopify, Google Workspace, Slack, MailChimp, Microsoft 365, and others to manage customer data from different sources. In addition, Zoho CRM is regularly updated with the latest marketing and sales tools, so you will be able to stay ahead of the curve and maximize your profits.

Easily create and manage tasks and processes within your business.


Workflow Automation

Allows you to keep track of all your appointments in one place.

Calendar Management

Track the progress of your deals and manage the contracts between parties.

Deal Management

Easily keep track of your contacts' information such as name, email, and phone number.

Contact Management

Allows you to manage multiple accounts for different purposes.

Account Management

Manage your leads better by categorizing them, tracking their activities, and automating your follow-ups.


Lead Management

monetization

Free

organizationtypes

Large Enterprises

platforms

Linux

Paid

Small Businesses

Windows

Zoho CRM

Features:

<ul>
	<li>Tasks, Events, Call log, and Notes</li>
	<li>Leads, Contacts, Accounts</li>
	<li>Workflow management</li>
	<li>Standard reports</li>
	<li>Advanced filters</li>
	<li>Page customization</li>
	<li>Custom list views</li>
	<li>Marketing automation</li>
	<li>Integration with Facebook, Twitter, and Google+</li>
	<li>Web forms and more.</li>
</ul>

Free Edition

Includes all features in Free Edition +

<ul>
	<li>Sales forecasting</li>
	<li>Roles and profiles</li>
	<li>Custom fields</li>
	<li>Call center connectors</li>
	<li>Webforms</li>
	<li>Scoring rules</li>
	<li>Charts and KPIs</li>
	<li>Document library</li>
	<li>Secure</li>
	<li>Workflow rules</li>
	<li>Encrypted transmission</li>
</ul>

Standard

Includes everything in Standard Edition +

<ul>
	<li>Email integration</li>
	<li>Social CRM</li>
	<li>Sales Signals</li>
	<li>Macros</li>
	<li>Google Ads integration</li>
	<li>Inventory management</li>
	<li>Unlimited records</li>
	<li>Blueprint - Process management</li>
</ul>

Professional

Includes everything in Professional Edition +

<ul>
	<li>Multi-user portals</li>
	<li>Zia Voice - Conversational AI</li>
	<li>Custom modules and buttons</li>
	<li>Mobile SDK and app distribution</li>
	<li>Subforms</li>
	<li>Target meters,&nbsp;</li>
	<li>Anomaly detectors,&nbsp;</li>
	<li>Predictive AI</li>
	<li>Conditional fields</li>
	<li>Encryption at rest</li>
</ul>

Enterprise

ActiveCampaign's CXA platform provides businesses with the tools to meaningfully engage with their customers through automated customer experience (CXA) processes. This platform helps businesses to streamline the customer experience by automating common customer interactions, such as creating and managing contacts, sending automated messages, and providing feedback.

ActiveCampaign&#39;s customer experience automation platform (CXA) gives businesses the ability to engage with their customers in a variety of ways. With access to over 500 pre-built automation, including CRM for customization and segmentation, email marketing, marketing automation, and many other services, the platform has assisted 130,000 plus companies in more than 170 countries.

ActiveCampaign, users can create and manage email campaigns, set up automated workflows, track customer engagement and behavior, and more. This platform makes it simple for businesses of all sizes to connect with their customers and drive leads and sales through email marketing.

ActiveCampaign offers a variety of features that make it easy to create powerful email campaigns. This includes automated email sequences, A/B testing, canned responses, and more. With ActiveCampaign, businesses can easily collect data on customer engagement and behavior to improve their marketing campaigns and strategies.

Benefits of ActiveCampaign:

Some of the key benefits of using this software include the ability to:

<ul>
	<li>Capture feedback and customer reviews for future reference.</li>
	<li>It is affordable, making it a good choice for small businesses and startups.</li>
	<li>It is secure and reliable, making it a good choice for businesses that need to protect their data.</li>
	<li>It has a wide range of integrations that can help you to connect with various platforms and systems.</li>
	<li>Stay up-to-date with market trends and learn from your customer&#39;s feedback to improve your customer experience.</li>
	<li>Manage customer relationships effectively by tracking data such as contact information, customer journey, and customer behavior.</li>
</ul>

The platform helps you manage your contacts effectively by connecting to leading platforms like Gmail, Outlook, etc from any web page to create deals. Additionally, users can also track email opens as well as replies, hassle-free. In regards to the pricing, ActiveCampaign offers four paid plans, with the lowest starting at $9/month.

Allows businesses to track and manage all their contact information in one place.

Automated Contact Management

This allows businesses to score leads based on demographics, interests, behaviors, etc.

Lead Scoring

Allows businesses to test different messages and offers to see which ones are most successful.

AB Testing

Keep track of your contact information, contact forms submitted, and conversion rates.

Measure the financial impact of your marketing efforts and find out where your money is being spent the most.

ROI Tracking

Allows you to manage your subscription cycles and cancellations in a more organized way.

Subscription Management

Lite

Plus

Monday.com's Work OS is an open platform that enables individuals to create and deploy applications that will help them perform their tasks effectively. Data access, scheduling, and communication with colleagues are all examples of tasks. The suite supports popular work productivity applications and is accessible on PCs and mobile devices.

Monday.com is a leading open Work OS platform that enables users to design and develop workflow applications they need to effectively execute their job. This includes everything from productivity tools to communication tools. Currently, Monday.com offers a wide range range of features such as customizable workflow templates to manage everything that comes your way, dashboards for valuable insights, and time-tracking features to meet important deadlines.

Users all over the world can use monday.com industry-specific products such as Monday Sales CRM, Monday Marketer, Monday Dev, Monday Work Management, Monday Projects, and much more. Over 100,000 companies, globally are using monday.com to power their teams&#39; efficiency and help focus on what matters the most.

Benefits of monday.com:

<ul>
	<li>Users can manage anything such as tasks, clients, projects, and much more.</li>
	<li>The unique timeline feature is super flexible and is focused entirely on people.</li>
	<li>The platform is popularly known for cutting down mundane works like emails and meetings by 50%.</li>
	<li>Offers a powerful and user-friendly interface that helps ease in managing projects and people at a glance.</li>
	<li>Users can add comments by @mentioning other users, colleagues, etc, or even upload documents with ease.</li>
	<li>Teams can experience improved productivity, better communication, collaboration, and improved time management.</li>
</ul>

 

One of the main benefits of using monday.com is that it is accessible on any computer or mobile phone. This apart, you can connect this platform with a wide range of apps that are used on a daily basis to transfer important information to monday.com. In regards to the pricing, monday.com offers 2 user seats under the Individual pricing plan that is free forever, with the basic plan starting at $8/seat per month.

Allows you to see a snapshot of all your current projects, with info on status, and deadlines.

Activity Dashboard

Allows you to manage your company's brand across all its channels

Brand Management

Plan and execute effective marketing campaigns that will reach your target audience.

Campaign Management

Track and manage all of your clients, from initial contact to final payment.

Client Management

Allows you to organize and track all of the materials required for a project.

Deliverables Management

Allows you to collect data on those who are most likely to convert or buy your product or service.

Lead Capture

monday.com

Individual plan includes:

<ul>
	<li>Unlimited boards</li>
	<li>Unlimited docs</li>
	<li>200+ templates</li>
	<li>Over 20 column types</li>
	<li>Up to 2 team members</li>
	<li>iOS and Android apps</li>
</ul>

Individual

Includes Individual plus:

<ul>
	<li>Unlimited free viewers</li>
	<li>Unlimited items</li>
	<li>5 GB file storage</li>
	<li>Prioritized customer support</li>
	<li>Create a dashboard based on 1 board</li>
</ul>

Basic

Includes Basic, plus:

<ul>
	<li>Timeline &amp; Gantt views</li>
	<li>Calendar view</li>
	<li>Guest access</li>
	<li>Automations</li>
	<li>(250 actions per month)</li>
	<li>Integrations</li>
	<li>(250 actions per month)</li>
	<li>Create a dashboard that combines up to 5 boards</li>
</ul>

Includes Standard, plus:

<ul>
	<li>Private boards and docs</li>
	<li>Chart view</li>
	<li>Time tracking</li>
	<li>Formula column</li>
	<li>Dependency column</li>
	<li>Automations</li>
	<li>(25,000 actions per month)</li>
	<li>Integrations</li>
	<li>(25,000 actions per month)</li>
	<li>Create a dashboard that combines up to 10 boards</li>
</ul>

Includes Pro, plus:

<ul>
	<li>Enterprise-scale</li>
	<li>Automations &amp; Integrations</li>
	<li>Enterprise-grade security</li>
	<li>&amp; governance</li>
	<li>Advanced reporting</li>
	<li>&amp; analytics</li>
	<li>Multi-level permissions</li>
	<li>Tailored onboarding</li>
	<li>Premium support</li>
	<li>Create a dashboard that combines up to 50 boards</li>
</ul>

Hubspot Sales Hub CRM is a customer relationship management (CRM) software that helps sales teams to manage their interactions with customers. It is designed to automate the sales process and automate the follow-up with customers. It also offers features such as lead management, customer relationship insights, and automated marketing campaigns.

HubSpot Sales Hub is one of the best sales CRM that allows you to manage your sales leads, capture and track your sales activity, and access your sales data in one place. With this tool, you can automate your sales process and track your leads from start to finish. Additionally, you can access customer profiles and contact information, which makes it easier to connect with your leads and nurture them into customers.

The Sales Hub also allows you to create custom reports that will help you to identify and analyze your sales data. Furthermore, it provides you with the ability to send automated messages to your leads, which can help to increase your conversion rates.

Benefits of Hubspot Sales Hub:

Some of the benefits of using Hubspot Sales Hub include:

<ul>
	<li>Easy-to-use interface that is simple to learn and navigate</li>
	<li>Streamline your sales process with powerful features such as goal planning, activity tracking, and email marketing</li>
	<li>Easily keep track of your leads and sales activities with powerful reports and Dashboards</li>
	<li>Easily collaborate with co-workers and colleagues to make better decisions and grow your business</li>
	<li>Protect your data with powerful security features</li>
	<li>A sales pipeline that tracks the progress of each sales opportunity from beginning to end.</li>
	<li>Integrated customer data that can be used to target potential leads and customers.</li>
</ul>

Apart, the platform also integrates well with Salesforce, Gmail, Microsoft Outlook, G Suite, and many others. There are many other features and benefits that are available with Hubspot Sales Hub, so be sure to explore them all! In regards to the pricing, Hubspot Sales Hub pricing starts at $50/month, billed monthly, and $45/month when billed annually. For more Hubspot Sales Hub pricing details, check the website or reach out to the Hubspot Sales Team.

You can manage multiple calls in the hub of your sales, including scheduling, routing, and recording.

Call Management

Manage your contacts and lists, including email notifications, sending custom messages, etc.

Schedule and manage meetings with clients, collaborate on documents, share recordings, etc.

Meeting Management

Track the progress of your sales pipeline and prioritize tasks accordingly. 

Pipeline Management

Keep you updated on the progress of your sales reps and customers so that you can make informed decisions. 

Real-Time Notifications

Helps you to anticipate future sales trends and make strategic decisions accordingly.

Sales Forecasting

HubSpot Sales Hub

Free Hubspot CRM

Free tools with increased limits, plus:

REMOVE HUBSPOT BRANDING FROM

<ul>
	<li>Live chat</li>
	<li>Meeting scheduling</li>
	<li>Documents</li>
	<li>1-to-1 email</li>
</ul>

STREAMLINE B2B BUYING

<ul>
	<li>Payments (U.S only)</li>
</ul>

ORGANIZE YOUR SALES PROCESS

<ul>
	<li>Conversation routing</li>
	<li>Repeating tasks and task queues</li>
	<li>Multiple currencies</li>
	<li>Stripe integration</li>
	<li>OPERATE WITH EASE</li>
	<li>Calling SDK</li>
	<li>Goals</li>
</ul>

GET HELP FAST

<ul>
	<li>Email and in-app chat support</li>
</ul>

Hubspot Sales Hub Starter

Starter plus:

MANAGE YOUR GROWING TEAM

<ul>
	<li>Sales analytics</li>
	<li>Teams</li>
	<li>Sales automation</li>
	<li>Record customization</li>
	<li>Required fields</li>
	<li>Custom reporting</li>
	<li>Forecasting</li>
</ul>

PERSONALIZE YOUR OUTREACH AT SCALE

<ul>
	<li>Sequences</li>
	<li>1:1 video messaging</li>
	<li>Smart send times</li>
	<li>ABM tools and automation</li>
</ul>

CONFIGURE, PRICE &amp; QUOTE

<ul>
	<li>Product library</li>
	<li>Calculated properties</li>
	<li>eSignature</li>
</ul>

GET ADVANCED SUPPORT

Hubspot Sales Hub Professional

Professional plus:

CUSTOMIZE TO MATCH YOUR BUSINESS

<ul>
	<li>Custom objects</li>
	<li>Hierarchical teams</li>
	<li>Sandboxes</li>
</ul>

EXTEND ADMINISTRATIVE CONTROLS

<ul>
	<li>Advanced permissions</li>
</ul>

COACH &amp; ENABLE AT SCALE

<ul>
	<li>Sales analytics</li>
	<li>Playbooks</li>
	<li>Conversation intelligence</li>
	<li>Predictive lead scoring</li>
</ul>

Hubspot Sales Hub Enterprise

Nimble CRM is an intuitive, relationship-focused CRM that helps Office 365 and G Suite teams grow. It combines the strengths of traditional CRM, classic contact management, social media, and sales. Nimble CRM is fast, easy to use, and has a simple pricing model that makes it affordable for any business. 


Nimble CRM is a relationship-focused CRM that helps Office 365 and G Suite teams grow. It combines the strengths of traditional CRM, classic contact management, social media, and sales. Nimble CRM is intuitive and easy to use, making it the perfect choice for businesses that need a CRM that can handle both small and large teams. Plus, it has a pricing scheme that is simple and affordable, making it a great choice for any business.

Under the Relationship Management category, Nimble offers features including a unified message inbox, contact management, calendar sync, unlimited email message syncing, unlimited saved search segments, and custom fields. Data Enrichment features include social media signals, social profile match, email signature capture, and business insights capture. Group messages, unlimited email templates, email tracking, activity tracking, stay-in-touch reminders, task reminders, and call logging are available under the department of Marketing &amp; Outreach.

Benefits of Nimble:​​​​​​​

Nimble CRM is a powerful CRM platform that offers a variety of benefits that can make your life easier. Here are some of the key benefits that Nimble provides:

<ul>
	<li>Integrates with a variety of different platforms, making it easy to manage and communicate with your customers.</li>
	<li>Offers fantastic communication templates, which make it easy to send automated emails and respond to customer inquiries.</li>
	<li>Consolidates data from across all the platforms in one place, making it easy to keep track of all your customer data in a unified space.</li>
	<li>Nimble CRM reports are quite elaborate and helpful, providing detailed information about your contacts and their activities in the CRM.</li>
	<li>Comes with superb task management ability, allowing you to easily import contacts into the CRM, assign tasks to them, and track their progress.</li>
	<li>Importing contacts into the system is easy and straightforward, making it an ideal CRM for businesses of all sizes.</li>
</ul>

Nimble CRM is a great tool for small and midsize businesses. This highly popular and highly-rated CRM software comes with API access, integrates with G Suite, and Office 365, and provides two-way sync with 160+ applications. Nimble&rsquo;s pricing starts at $25 per user. ​​​​​​

Offers contact management, data enrichment, and activity tracking.

Complete CRM Solution

With sales & customer dashboards, contact data enrichment, smart social search, and segmentation. 

Contacts & Leads Management

Be in any mobile, any browser, or any Google/Office365 app. 

Works Everywhere

Provides business insights, social profile matching, social prospecting, and segmentation features.

Marketing & Outreach

Automatically ties your team's tasks, events, and communications to each deal.

Custom Pipeline Management

Nimble’s iOS & Android app delivers all sales intelligence and pipeline information right on mobile.

Nimble Mobile

Nimble Business

Less Annoying CRM is the perfect tool for small businesses who want to improve their customer relationships. It is the easiest-to-use CRM in the world, and offers outstanding customer service. Plus, it is highly affordable and offers a long 30 days free trial.

Less Annoying CRM is the perfect solution for small businesses who are looking for an easy-to-use CRM system. It offers outstanding customer service and is highly affordable, making it a great option for small businesses. Plus, it offers a long 30 days free trial, so you can test it out before you make a decision. This high-rated CRM is being used by 1000s of small businesses in over 70 countries.

Less Annoying CRM&rsquo;s overall features include centralized contact management, built-in CRM calendar, and tasks, robust pipeline management, multi-user support, superb customization, data backups, universal access, log email conversations, free updates, easy importing, daily agenda emails, 256-bit encryption security, one-click export, and free phone and email support.

Benefits of Less Annoying CRM 

Less Annoying CRM provides many benefits to increase efficiency and collaboration, improved customer retention and decreased customer complaints.

<ul>
	<li>It&#39;s super easy to set up, requiring little time and no expertise at all to get started.</li>
	<li>It has a simple, intuitive user interface that makes it easy to manage your business.</li>
	<li>Has an easy-to-use contact and scheduling system that makes managing customer and prospect data a breeze.</li>
	<li>Requires no contract, so you can use it as a trial before making a decision.</li>
	<li>Allows you to easily create groups of customers and prospects, which you can use to quickly differentiate between the two.</li>
	<li>It&#39;s highly affordable, making it a great choice for businesses that are just starting out or those that want to upgrade their current system.</li>
</ul>

The software offers in-house integration support for Google Calendar, Google Contacts, Outlook Calendar, and Mailchimp, and provides third-party integration support with numerous other platforms. Less Annoying CRM is priced at $15 per user per month.

Provides all contact-related information like notes, files, tasks, events, and pipeline information.

Displays lead status, lead priority, contact info, and notes from previous calls. 

Leads & Pipelines 

Minimizes back-and-forth apps-switching with built-in sync-supporting calendar and tasks. 

Calendar & Tasks

Allows adding unlimited users, with features to either provide access to everyone or a few selectively.

Collaboration Support 

Provides just the right degree of customization over key elements without complicating things.

Powerful Customization

The web-based design provides easy access from any computer, tablet, or smartphone, anywhere. 

Everywhere Access

single pricing plan

ClickUp is a highly-reviewed software for tasks, docs, goals, chat & more. It helps you get things done by automating repetitive tasks and making it easy to communicate with others. You can also connect with clients or customers through chat and manage your tasks from anywhere.

ClickUp helps to manage tasks, docs, goals, and more. It is highly-rated and has received kudos from a variety of sources, including PCWorld, Lifehacker, and Forbes. ClickUp is versatile and can be used to manage a variety of tasks, from work-related tasks to personal tasks. It is also versatile in that it can be used to communicate with others via chat and email.

Some of the features that have made ClickUp popular include its ability to manage multiple tasks simultaneously, its compatibility with a wide range of devices, and its easy-to-use drag-and-drop feature. Furthermore, it offers users the ability to share tasks and documents with others easily, and it also has a chat feature that allows for easy communication between users.

Benefits of ClickUp :

<ul>
	<li>15+ different views give immense flexibility in viewing however you want, plus, adjusts according to anyone&rsquo;s needs and preferences.</li>
	<li>No matter what the workflow, personal preferences, business model, or anything else, Clickup adjusts to any platform, from fields to dashboards</li>
	<li>Comes with time-tracking features that allow for tracking time, setting estimates, adding notes to your tracked time, and checking reports from anywhere.</li>
	<li>Provides a large array of fully-customizable templates for all sorts of preferences and business needs.</li>
	<li>Integrates with 1000+ tools for free with popularly-used apps such as Slack, Google Calendar, Zapier, Front, and more!</li>
	<li>Starting price of just $5 per user per month along with its free forever plan makes it an excellent choice for growing companies and solopreneurs alike.</li>
	<li>Its mobile apps make it possible to create new tasks, manage projects, and update your colleagues from anywhere, anytime.</li>
</ul>

ClickUp is perfect for teams of all sizes and industries and has been highly reviewed by users who have found it to be reliable and user-friendly. ClickUp offers a free plan and its pain plan starts at $5 per month per user.

Perfect for planning, tracking, and managing any type of work.

Project & Tasks

Do everything from tagging individuals or groups to adding link tasks. 

Chat

Allows setting targets for task completions, numbers, and monetary values. 

Goals

With fun docs, whiteboards, and real-time time Dashboards. 

Work Visually 

Allows automating assigned tasks, post comments, updating statuses, and 100+ more things!

Automation

Be it mobile, desktop, or voice assistants.

Works Everywhere 

UNLIMITED

BUSINESS

BUSINESS PLUS

ENTERPRISE

Creatio is a full stack marketing, sales, and service automation platform designed specifically for mid and large scale enterprises.

Creatio is a cloud-based software that helps businesses to manage and track their processes more efficiently. It offers a low-code approach that makes it easy for designers and developers to create custom processes without needing any coding experience. This makes Creatio an ideal solution for business process management (BPM) and customer relationship management (CRM).

Under the CRM category, Creatio offers an intuitive and easy-to-use marketing, sales, and service functionality that helps businesses manage their operations more effectively. The software enables businesses to track customer contacts, leads, opportunities, contracts won or lost, market research data (including competitor activity), and much more. Moreover, it provides valuable insights into the customers&#39; buying behavior so that companies can offer them tailored products/services in a timely manner.

Creatio offers ready-to-use workflows tailored for 20 industries, including insurance, advertising, marketing, legal services, financial industry, logistics, and transportation. Creatio also offers ready-to-use templates, connectors, and applications that will help streamline your business operations. The templates are easy to customize and allow for quick deployment of new features or changes to existing ones. The connectors enable a seamless connection between different systems so that data flows smoothly between them. And the Applications provide users with the tools they need to efficiently carry out their tasks.

For midsize and large enterprises, Creatio should be a top choice for process management and CRM software. It has been designed with the needs of these businesses in mind, including scalability, flexibility, robust features, and customer retention. Other solutions in Creatio&rsquo;s stack include Studio Creatio, Marketing Creatio, and Service Creatio.

Benefits of Creatio:

<ul>
	<li>Offers many powerful collaboration tools that help employees work more efficiently together. This includes features like drag and drop, team, messaging, and threaded discussions for keeping conversations organized and on track.</li>
	<li>Its lead management capabilities allow you to systematically track the progress of leads throughout the sales process so that you can prioritize resources accordingly.</li>
	<li>Field sales managers can use Creatio to manage their efforts effectively by tracking target accounts, managing contact information, and recording sales conversations.</li>
	<li>Allows you to track and manage all aspects of your contracts, from inception through billing. You can easily create invoices and assign payments, as well as customize reports that will give you a detailed overview of your business operations.</li>
	<li>Thanks to its mobile sales feature, you can access your contacts anywhere at any time. This makes it easy to handle customer inquiries and close deals on the go!</li>
</ul>

 

Creatio integrates with the DataService web service, Open Data (OData) protocol, and custom configuration web service. Creatio&rsquo;s pricing starts at $30 per user per month. The platform offers a free demo as well as a free trial.

Manage your business processes and view all of your customer interactions from a single location. 

360° Customer View

Allows for disciplined execution of tasks through structured workflow paths.

Business Process Management

Create, edit, print, and manage orders quickly and easily using an intuitive drag-and-drop interface. 

Orders & Invoices 

Provides accurate predictions for daily, weekly, monthly, and annual sales volume using data sources.

Sales Forecasting 

With a click of a button, you can automatically create and send documents as necessary. 

Document Flow Automation

Organizes tasks and resources, and tracks all associated changes, keeping things synchronized. 

Project Management 

Creatio

Key Edition Features: 

<ul>
	<li>Customer 360&deg; Profile</li>
	<li>Lead management</li>
	<li>Opportunity management</li>
	<li>Out-of-the-box process for long sales</li>
</ul>

Team

Key Edition Features:&nbsp;

<ul>
	<li>Customer 360&deg; Profile</li>
	<li>Lead management</li>
	<li>Orders and invoices</li>
	<li>Product catalog management</li>
</ul>

Commerce 

Key Edition Features:&nbsp;

<ul>
	<li>Customer 360&deg; Profile</li>
	<li>Lead management</li>
	<li>Opportunity management</li>
	<li>Out-of-the-box process for long sales</li>
	<li>Field sales</li>
	<li>The stand-alone add-on</li>
	<li>is bought separately,</li>
	<li>available on Creatio Marketplace</li>
	<li>Channel sales</li>
	<li>Sales forecasting</li>
	<li>Orders and invoices</li>
	<li>Product catalog management</li>
	<li>Contract management</li>
	<li>Project management</li>
</ul>

CRM Bundle

C2CRM is a comprehensive enterprise CRM solution that merges marketing, sales, and customer service into one seamless, collaborative operation. This customizable CRM provides a 360-degree view of your customers and offers free implementation, training, and support.

C2CRM is an easy-to-use, easy-to-implement, and customizable CRM that packs sales, marketing, and customer service functionalities in a unified collaborative platform. Priced competitively, C2CRM doesn&rsquo;t charge extra for implementation, customization, training, or support, which is rare amongst CRM software. Another amazing thing about it is its flexibility in regard to the add-on modules. That means, businesses can choose to selectively invest in modules, designed to solve their specific business problems.

Available as both on-premises and cloud deployment, C2CRM features sales pipelines, quotes, forecasts, marketing funnels, drip campaigns, and a robust BI module - all of which are designed to improve productivity, increase sales, and boost your bottom line. And while C2CRM claims that it integrates with outside applications like ERP and Accounting systems, we couldn&rsquo;t discover the exact platforms&rsquo; names.

Benefits of C2CRM: 

<ul>
	<li>Helps increase sales by managing the pipeline from lead generation until sales closure.</li>
	<li>Allows businesses to be in front of customers and qualified prospects through its automated marketing tools like email management, drip campaigns, and lead scoring.</li>
	<li>Features centralized help desk ticketing, knowledgebase articles, and project management, which improve customer satisfaction by providing a unified experience.</li>
	<li>Provides in-depth analytics &amp; intelligence via custom dashboards, reports, and graphs, allowing businesses to discover what&rsquo;s working and what&rsquo;s not.</li>
	<li>C2CRM&rsquo;s employee management feature and mobile apps (Android &amp; iOS) make it easy for business owners to track their employees from anywhere, anytime.</li>
</ul>

For any industry having a minimum of 10 members in their sales, marketing, and customer service management departments, C2CRM can be a great investment. C2CRM&rsquo;s pricing starts at $37 per user per month, and every module costs $15 per user per month. C2CRM offers a 30-days free trial whenever someone schedules a live demo.

Allows to add, delete, or modify customer information, and track customer interactions. 


Account & Contact Management

Allows to add new tasks, modify existing tasks, and track progress and results. 


Task & Activity Management

Provides you with a visual overview of your data in a way that is easy to understand. 


Custom Dashboards 

Offers users the ability to control who has access to their data and how it is used. 


Privacy Controls 

Tracks customer locations and activity across various platforms.


Geo Mapping

Provides deep and contextual insights, measures business performance, and even forecasts. 


Reports 

C2CRM

Features:

<ul>
	<li>Account &amp; Contact Management</li>
	<li>Lead Management</li>
	<li>Task &amp; Activity Management</li>
	<li>Reporting &amp; Analytics (unlimited)</li>
	<li>Privacy Controls &ndash; Security</li>
	<li>Custom Dashboards</li>
	<li>Privacy Controls &ndash; Security</li>
	<li>Email Integration</li>
	<li>Automation/Workflows (unlimited)</li>
	<li>Email Integration</li>
	<li>Mobile Access</li>
	<li>Geo Mapping</li>
	<li>Unlimited File Storage</li>
	<li>Unlimited Records</li>
</ul>

Core Package 

All Core Package Features, plus:

<ul>
	<li>Sales Pipeline Management</li>
	<li>Opportunity Creation &amp; Tracking</li>
	<li>Forecasting</li>
	<li>Quote Generation</li>
	<li>Product &amp; Services Catalog</li>
	<li>Contracts &amp; Invoicing</li>
</ul>

Sales Add-On 

All Core Package Features, plus:

<ul>
	<li>Email Marketing</li>
	<li>Email Form Letter Templates with HTML Editor</li>
	<li>Drip Campaign Management</li>
	<li>List Management</li>
	<li>Mobile Marketing</li>
	<li>Lead Scoring</li>
	<li>Form Builder including Survey Creation</li>
	<li>Collateral (Document) Management</li>
</ul>

Marketing Add-On

All Core Package Features, plus:

<ul>
	<li>Customer Support Ticketing</li>
	<li>Automatic Escalations</li>
	<li>(Helpdesk) Case Management</li>
	<li>Knowledgebase</li>
	<li>Project Management</li>
	<li>Severity Assignments</li>
</ul>

Customer Service Add-On

OnePage CRM is an action-focussed, and affordable CRM that helps businesses to achieve their goals by automating the work process.


OnePageCRM is a robust, efficient, and clean CRM that features a &ldquo;Next Action&rdquo; sales method. With this algorithm, OnePageCRM is able to suggest the next best sales action you should take after you complete a specific sale action (for example, scheduling a call, sending a quote, or following up with an email).

OnePageCRM sets clear sales tasks and actions for every contact, allows following up with leads at the right time, and keeps the sales team laser-focused by keeping all your communication under one dedicated email tab. This CRM software is designed for small and medium-scale businesses across a variety of industries including agencies, software companies, financial services, real estate, manufacturing, and designers.

Benefits of OnePageCRM:

<ul>
	<li>Tracks all client communication in one place, making it easy to manage customer relationships and communications.</li>
	<li>OnePageCRM makes it easy to forecast deals and make detailed notes. This ensures that you are not missing any important details that could affect the deal&#39;s outcome.</li>
	<li>Allows for scheduling calls and follow-ups, as well as calling and emailing directly from the software. This is beneficial for reducing the time spent on administrative tasks and allows for more time to be spent on the business&#39;s core operations.</li>
	<li>OnePageCRM provides a great way to manage multiple actions at once by rescheduling them for another day, which can be helpful for things like rescheduling a group of actions for another day.</li>
	<li>Allows for scheduling calls and follow-ups - a feature that can be incredibly helpful for small business owners who are often busy and need to keep track of their appointments and commitments.</li>
</ul>

 

 

OnePage CRM integrates with tons of popular platforms including Skype, Google Contacts, Mailchimp, Quick Quotes, Xero, Unbounce, Help Scout, ActiveCampaign, Sage, Zapier, Evernote, Dropbox, Google Drive, Gmail, and Outlook365. OnePageCRM&rsquo;s pricing starts at just $ 9.95 per month per user, and it comes with a 21-day free trial.

Provides contact info, associated deals, and logged calls on one scrollable page.


Contact Management 

Syncs email and CRM allows sending bulk emails and provides email analytics. 


Email Capabilities 

With pre-built actions, smarter & faster deals, and repetitive tasks streamlining. 


Automation 

Allows setting up automated deals, and the option to choose between Kanban & Forecast. 


Sales Pipeline Management

Offers real-time activity feed, generates custom reports, and sends automated emails.

Reporting 

Assigns contacts and deals, gives a clear picture of the team's activity feed, and more. 

OnePageCRM

Features:

<ul>
	<li>Unlimited Contacts, Notes, Deals</li>
	<li>Bulk Email Send</li>
	<li>Full Email Sync</li>
	<li>Kanban Deal Management</li>
	<li>Al-powered Route Planner</li>
	<li>Custom Activity Reports</li>
	<li>Powerful Integrations</li>
	<li>Native iOS and Android mobile apps</li>
	<li>World-Class Support</li>
</ul>

Professional 

Pipeliner CRM is a customer relationship management (CRM) software that is designed to drive exceptional user engagement. It does not require a full-time admin or expensive certified technical resources, making it a great choice for small businesses that do not have the resources to invest in a more comprehensive CRM solution.

Pipeliner CRM comes with features including account management, automation, contact management, customization and admin, email integration, lead management, mobile CRM, opportunity and activity, productivity, sales insights, and sales training. The software comes with one of the most advanced CRM mobile apps in the market which uses state of an art Artificial Intelligence engine (called &ldquo;Voyager&rdquo;) to provide features such as location and mapping features, voice-to-text, business card scanning, and more.

Benefits of Pipeliner CRM:​​​​​​​

Pipeliner CRM is a powerful CRM solution that provides a variety of benefits for businesses of all sizes. Some of its key benefits include:

<ul>
	<li>Provides a visual approach to pipeline management which makes it easier for users to understand and navigate the pipeline, as well as track progress and changes.</li>
	<li>Allows you to track and manage all aspects of your pipeline, from initial project planning to final delivery.</li>
	<li>Comes with no code automation engine, meaning users do not need to learn how to use coding to manage their pipelines.</li>
	<li>Keeps track of their opportunities, prospects, and clients, allowing businesses to quickly identify potential leads, determine whether they are a good fit, and assess the level of engagement with your marketing efforts.</li>
	<li>Offers an amazing CRM system that lets businesses track all aspects of their customer relationships, right from contact data to customer interactions.</li>
</ul>

Pipeliner CRM is designed for sales management and salespeople. This CRM software offers Facebook&rsquo;s bi-directional API (GraphQL) and REST API and integrates with Office 365, Gmail, Google Drive, and Automation Hub. Pipeliner CRM&rsquo;s pricing starts at $5 per user per month.

Pipeliner CRM

Pipeliner CRM is a Sales, CRM platform designed to help businesses grow. Know the Pipeliner CRM features and it’s benefits. 

Pipeliner CRM Overview

Overview

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Pipeliner CRM Overview

Overview

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Pipeliner CRM Features

Pipeliner CRM Competitors

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