ActiveCampaign

Salesforce CRM

Pipeliner CRM

Nimble

Less Annoying CRM

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

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

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

Salesforce CRM is an iconic software application that is used by business professionals all over the world to manage their sales and customer relationships. It offers a comprehensive set of features that make it a powerful tool for managing customer data, leads, and sales processes.

Salesforce CRM is a powerful customer relationship management (CRM) software that helps businesses manage customer data and interactions. It offers a variety of features that make it ideal for managing customer relationships, including the ability to capture and manage customer data, automate customer interactions, and track customer feedback. As per the company, the platform has helped customers report over a 37% increase in sales revenue, 43% increase in marketing ROI, and 45% jump in customer satisfaction.

Additionally, Salesforce CRM offers a variety of marketing capabilities that can help businesses market and sell their products and services. These capabilities include the ability to create targeted marketing campaigns, track customer interactions with marketing materials, and measure the effectiveness of marketing campaigns.

Benefits of Salesforce CRM :

<ul>
	<li>One of the great benefits of Salesforce CRM is its ability to integrate with many other platforms, such as email, social media, and calendaring. It offers a variety of benefits that can make managing customer relationships easier, including:</li>
	<li>It is customizable and can be tailored to fit the needs of your business.</li>
	<li>It is easy to use and can be integrated with other systems, such as accounting and marketing software.</li>
	<li>It offers customer relationship management (CRM) features, such as custom fields, reports, and integrations with social media platforms.</li>
	<li>It has a wide range of compatibility with other applications, making it easy to share data with other departments within your business.</li>
	<li>It is backed by a 24/7 support system that is available by phone, email, or chat.</li>
</ul>

If you are looking for CRM software that can help you manage your customers better and streamline your operations, then Salesforce CRM should be your go-to choice. It offers a wide range of features that make it versatile and effective for managing your customer relationships. Additionally, it is affordable and easy to use, making it a great choice for small businesses and entrepreneurs.

Allows you to manage your accounts and contacts in a centralized location.

Account and Contact Management

Helps track and analyze sales progress and identify potential opportunities.

Opportunity Management

Help you to measure the performance of your business.

Reporting & Analytics 

Keep track of quotes, contracts, and negotiations with quotes in a central location.

Quote Management

Automatically adds leads to Salesforce CRM as they come in from any source.

View and analyze sales data from past periods to make more informed decisions.

Sales Histories

<ul>
	<li>Contact &amp; Account Management&nbsp;</li>
	<li>Contact Lifecycle Stages&nbsp;</li>
	<li>Built-in Chat, Email, &amp; Phone&nbsp;</li>
	<li>24x5 Support&nbsp;</li>
	<li>Mobile App</li>
</ul>

Everything in Free, plus :

<ul>
	<li>Visual Sales Pipeline</li>
	<li>AI-powered Predictive Contact Scoring</li>
	<li>Sales Sequences</li>
	<li>Up to 2,000 Bot Sessions/Month</li>
	<li>WhatsApp Business</li>
</ul>

Growth

Everything in Growth, plus:

<ul>
	<li>Multiple Sales Pipelines </li>
	<li>Time-based Workflows </li>
	<li>AI-powered Deal Insights &amp; Next Best Action </li>
	<li>Up to 3,000 Bot Sessions/Month </li>
	<li>Sales Teams &amp; Territory</li>
</ul>

Everything in Growth, plus:

<ul>
	<li>Multiple Sales Pipelines&nbsp;</li>
	<li>Time-based Workflows&nbsp;</li>
	<li>AI-powered Deal Insights &amp; Next Best Action&nbsp;</li>
	<li>Up to 3,000 Bot Sessions/Month&nbsp;&nbsp;</li>
	<li>Sales Teams &amp; Territory</li>
</ul>

Everything in Pro, plus:

<ul>
	<li>Custom Modules&nbsp;</li>
	<li>AI-based Forecasting Insights&nbsp;</li>
	<li>Audit Logs&nbsp;</li>
	<li>Up to 5,000 Bot Sessions/Month&nbsp;&nbsp;</li>
	<li>Dedicated Account</li>
</ul>

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>

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 

ClickUp

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

1Channel is a sales force automation solution that streamlines the sales process and automates the handling of sales leads. This can help to reduce the time required to process sales leads, increase the speed of sales activities, and improve customer service.

1Channel is the next-generation sales force automation solution that helps sales teams achieve their goals and improve customer relationships. It provides a centralized platform for managing sales teams, sales activity, and sales results. Using this platform, businesses can track the attendance and location of sales professionals to help them capture stock, take orders and manage collections, making it a complete Field Sales CRM package for all requirements.

1Channel also offers a variety of features, including lead management, sales forecasting, quoting, and order management. It is a comprehensive solution that helps you to manage your sales team and streamline your sales process. So far, the platform has improved the productivity of the field force by 38% and is trusted by fortune 500 companies. It also boasts of increasing market coverage by 52%. 1Channel supports some of the following retail execution activities as In-store Sales, Channel Sales, Visual Merchandising Tracking, Market Intelligence, Survey Management, Customized and Insightful Dashboards, etc.

Benefits of 1Channel:

Some of the key benefits of using 1Channel include:

<ul>
	<li>It can help you to identify and address sales challenges quickly and effectively.</li>
	<li>Keep your sales team organized and achieve your objectives more quickly.</li>
	<li>Supports integration with BI solution Qlik Sense for creating insightful graphs and reports.</li>
	<li>Offers support via calls, emails, helpdesk, and dedicated account manager.</li>
	<li>Enhances marketing activities by providing a single platform for managing all marketing campaigns.</li>
	<li>Allows for better analysis of sales data to identify trends and make better decisions.</li>
</ul>

Currently, 1Channel offers a free version as well as a free trial. However, the pricing has not been listed by the service provider. You can contact the sales team for pricing details. Overall, 1Channel offers many benefits to businesses of all sizes. If you are looking to manage your sales process more effectively, then 1Channel may be the perfect solution for you.

Enables you to monitor and manage all your channels in one place.

Track and manage all aspects of a customer relationship, from lead conversion to billing.

Channel Management

Measure the performance of your team and optimize your workflow for maximum efficiency. 

Performance Metrics

Allows you to predict how much sales will be generated based on past sales data. 

Allows you to manage multiple tasks at once, and this can save time and energy. 

Task Management

Helps determine which areas of the market are most profitable and allocate your resources accordingly.

Territory Management

1Channel

EngageBay is a marketing tools that gives small and big businesses the ability to manage their marketing activities. Social media management, email marketing, lead capture, and other features are available to help you boost the performance of your marketing efforts.

EngageBay is one of the world&#39;s best all-in-one marketing software which combines email marketing, lead generation, CRM, social media engagement, marketing automation, and much more. With its suite of features, EngageBay makes it easy for businesses of all sizes to manage their marketing efforts from one platform.

One of the most powerful features of EngageBay is its ability to automate your marketing processes. This allows you to easily create and send emails, create automated email sequences, and set up automated tasks. You can also use EngageBay to manage your social media accounts and track your brand&#39;s progress. Additionally, it has a powerful search engine optimization tool that can help you to improve your website&#39;s ranking. The platform also offers custom web forms that help businesses create and added them to websites to capture leads and much more.

Benefits of EngageBay All-in-One Suite:

<ul>
	<li>You can also use the suite to track your sales and transactions in real time.</li>
	<li>A convenient and user-friendly platform that makes it easy to manage your marketing campaigns.</li>
	<li>Streamlined customer interactions by providing a single point of contact for inquiries, orders, and payments.</li>
	<li>Ability to send automated emails and text messages to customers to keep them updated on their orders</li>
	<li>With powerful SEO tools, businesses can easily rank their content in search engines and increase website traffic.</li>
	<li>Quickly and easily create, manage, and publish content that is optimized for search engines, social media, and email marketing.</li>
	<li>It allows users to use Xero and Zapier which helps connect with third-party apps such as MailChimp, Hubspot, Salesforce, Intercom, etc.</li>
</ul>

Using this platform users can build their email campaigns using pre-designed email templates or customize texts, layouts, images, share buttons, and much more. Additionally, users can also create branded messages to attract new users or retain existing customers with ease.

Lets businesses track their progress and determine how best to achieve their objectives.

Goal Management

Allows managers to track their leads and track the conversion rates of their offers.

Allows you to easily schedule appointments with customers and clients.

Appointment Management

Helps you to understand how customers are responding to your marketing efforts.

Behavior Tracking

Allows you to manage your calendars and agendas in a centralized location.

Helps in creating a proposal to track the progress of the contract negotiations.

Proposal Management

EngageBay All in One Suite

Features:

<ul>
	<li>Email Marketing</li>
	<li>Sequences</li>
	<li>Autoresponders</li>
	<li>Lead Grabbers</li>
	<li>Landing Pages</li>
	<li>Email Broadcast</li>
	<li>CRM</li>
	<li>Helpdesk</li>
	<li>Live Chat</li>
</ul>

Features:

<ul>
	<li>Email Templates</li>
	<li>Web Pop-ups</li>
	<li>SMS Marketing</li>
	<li>Social Suite</li>
	<li>Tag Manager</li>
	<li>Landing Page Builder</li>
	<li>Lead Scoring</li>
	<li>3rd Party Integrations</li>
</ul>

Features:

<ul>
	<li>Marketing Automation</li>
	<li>Broadcast A/B Testing</li>
	<li>Landing Page A/B Testing</li>
	<li>Custom Domain</li>
	<li>Products</li>
	<li>Proposals</li>
	<li>Call Records</li>
	<li>Service Automation</li>
	<li>Push Notifications</li>
	<li>Site Messages</li>
</ul>

Features:

<ul>
	<li>Marketing Automation</li>
	<li>Role Management</li>
	<li>SSO</li>
	<li>Goals</li>
	<li>Uptime SLA</li>
	<li>Web Analytics</li>
	<li>Proposal Analytics</li>
	<li>Custom Reporting</li>
	<li>Phone Support</li>
	<li>Dedicated Account Manager</li>
</ul>

EngageBay All-in-One Suite

Thryv is an end-to-end management software for small businesses. It provides users with a centralized dashboard for managing all aspects of their business, from sales and marketing to finance and operations. The software includes a host of features to expand the customer base including customizable CRM, communications inbox, client portal with customer login, online listings management, reserve with google, social media posting &amp; library, and 2-way text. Thryv is being used by over 45,000 businesses across the US, Canada, and Australia.

Thryv also comes with scheduling &amp; appointments, announcements &amp; automated campaigns, auto review generation, and competitor watch. It supports payment processing via Square, Stripe, Braintree &amp; Paypal. Also offers a mobile app for iOS and Android devices.

Benefits of Thryv:

Thryv is a powerful end-to-end management software that helps businesses manage their entire operations from a single platform. Some key benefits of using Thryv include:

<ul>
	<li>Streamlines communication and collaboration between team members, helping everyone stay in contact and collaborate easily.</li>
	<li>Increases efficiency and transparency by digitizing business processes.</li>
	<li>Ensures that your business is compliant with any applicable regulatory requirements by tracking and monitoring all business activities.</li>
	<li>Offers the best possible experience to customers with a variety of features including a customer journey map, customer feedback, and customer relationship management (CRM).</li>
	<li>Automates processes and reduces the time it takes to make decisions through the use of artificial intelligence (AI) and machine learning.</li>
</ul>

Thryv integrates with multiple third-party applications such as Quickbooks, Gmail, Slack, Mailchimp, Yelp, and more. Thryv hasn&rsquo;t made the pricing of its plans public.

Allows easy management of contacts, leads, and deals.

Integrated CRM

Thryv

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

Thryv Overview

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Thryv Overview

Overview

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About Thryv

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