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CRM Software

4.2 414 user ratings

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93% 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

Clientjoy logo
CRM Software

4.9 179 user ratings

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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

FreeAgent CRM logo

FreeAgent CRM

CRM Software

4.6 111 user ratings

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Sponsored

95% 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

Streak logo

Streak

CRM Software

4.6 900 user ratings

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Overview

Description Contactually is an integrated and intelligent CRM tool that is specially designed for real estate professionals. Those who have a broker firm can use the tool to manage their agents to increase the efficiency and eventually lead to higher brokerage. It also works great for individual real estate consultants or brokers. The leads managed in the CRM can be bucketed into different categories based on your work style, be it the number of days or how likely they are to convert. Contactually offers a daily dashboard to prioritise every day’s tasks and get a glance of the next tasks at hand. The agent workflow can be fully automated owing to its AI features that come into play. To engage users better, the tool lets you send emails and also shows you the best time to mail users based on historical data. If you’re a broker, simply gain admin rights to increase adoption of the tool and increase the productivity of your agents. Read more Clientjoy is an integrated client lifecycle management platform specially made for agencies and freelancers. Users can leverage the software to manage individual clients, leads, proposals, revenues and invoicing under a single roof. Moreover, agencies also get to organize their contacts and check for any incomplete or duplicate entries. Active Sales Pipeline view offered by ClientJoy, helps users identify bottlenecks and remove them in real-time. They can even generate custom statuses depending on the business sales processes. Customized client management portal within the software helps with client-related proposals and contacts management. Agencies can generate impactful proposals for their clients based on the pre-defined templates and forward the particulars in no time. They can also create professional invoices and get paid fast through multiple payment methods. Users can improve their sales productivity levels by tracking, analyzing, and enhancing overall sales performances with Clientjoy. Moreover, the platform allows easy integration with other useful applications enhancing effectiveness and flexibility. Read more FreeAgent is a complete CRM platform with robust work management. It helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. It is designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization. By eliminating time spent searching for information and manual entry, FreeAgent empowers leaders to optimize sales, marketing, customer success, project management. Read more Streak is a CRM software that’s entirely integrated within your gmail inbox. It relieves you of a number of stress as it brings everything related to your CRM function at one place, i.e. in your inbox. With Streak’s support pipeline, you can get access to the entire support history of the customer you’re talking with, which will allow you to help that customer better or even pitch in a new deal. Streak’s email tracking notifies you when your proposal is read, thus, giving you an idea of when to follow up and close the deal. It also lets you know if your support message has resolved an issue or if the contact hasn’t yet read your helpful message. Read more
Pricing Options
  • Free Trial Not Available
  • Free Trial Available
  • Starts at $149.0.
  • Free Trial Available
  • Starts at $25.0.
  • Free Trial Available
  • Starts at $49.0. Offers Free-forever plan.
SW Score & Breakdown

93% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    78%
  • Momentum
    65%
  • Popularity
    82%

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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%
  • Reviews
    76%
  • Momentum
    62%
  • Popularity
    79%

95% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    87%
  • Momentum
    70%
  • Popularity
    83%
SaaSworthy Awards # 18 Highly Rated # 11 Most Popular # 19 Fastest Growing
Not Available
# 11 Highly Rated # 13 Most Popular

Features

Total Features
0 Features
26 Features
24 Features
25 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    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.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Referral Tracking Track and manage your referred customers.
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    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
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    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.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Referral Tracking Track and manage your referred customers.
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    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
  • + 17 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      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.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      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
  • + 15 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Document Management Ability to store and manage various information and documents in electronic format.
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      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.
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
      Referral Tracking Track and manage your referred customers.
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      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
  • + 17 More - Show Less
  • 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.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      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
      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.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      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
      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.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      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
      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.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      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

    Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • Available
    • Available
    • Available

    Reviews & Ratings

    User Rating
    4.2/5 414 user ratings
    4.9/5 179 user ratings
    4.6/5 111 user ratings
    4.6/5 900 user ratings
    Rating Distribution
    • Excellent

      57%
    • Very Good

      19.6%
    • Average

      13.5%
    • Poor

      2.2%
    • Terrible

      7.7%
    • Excellent

      88.3%
    • Very Good

      10.6%
    • Average

      1.1%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      66.7%
    • Very Good

      27%
    • Average

      2.7%
    • Poor

      1.8%
    • Terrible

      1.8%
    • Excellent

      64.2%
    • Very Good

      29%
    • Average

      4.8%
    • Poor

      1.4%
    • Terrible

      0.6%
    User Sentiments
      Not Available

      User-friendly Interface, Comprehensive CRM Features, Excellent Customer Support, Customizable Proposals & Invoicing

      Mobile App Functionality, Limited Invoice Template Customization, Lack of Advanced Reporting, Slow Loading Speed

      Not Available

      Seamless Gmail Integration, Effective Email Tracking, Customizable Pipelines, Efficient Mail Merge

      Occasional Software Crashes, Limited Mobile App Functionality, Occasional Slow Loading Times, Inconsistent Third-Party Integrations

    Review Summary
    Not Available

    Clientjoy users generally praise its user-friendly interface, comprehensive features, and excellent customer support. They find it easy to set up and use, even for those with limited technical expertise. The platform's automation capabilities, such as automated follow-ups and reminders, are highly valued for streamlining workflows and saving time. However, some users have reported occasional glitches and bugs, and a few have expressed concerns about the pricing structure. Overall, Clientjoy is considered a reliable and effective tool for managing client relationships and projects.

    Not Available

    Users generally agree that Streak is user-friendly, easy to set up, and seamlessly integrates with Gmail, making it a convenient tool for managing email communication and tasks. Many appreciate the robust features, such as customizable pipelines, email tracking, and task management capabilities. However, some users find the interface cluttered and report occasional glitches and bugs. Additionally, a few reviewers express concerns about the pricing structure, suggesting that it may not be suitable for small businesses or individuals with limited budgets.

      Read All User Reviews Read All User Reviews Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Free Trial Available
    • Starts at $149.0.
    • Free Trial Available
    • Starts at $25.0.
    • Free Trial Available
    • Starts at $49.0. Offers Free-forever plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Clientjoy $149.00 $149.00 One-Time Payment

    Contact Management $35.00 $42.00 per user / month

    B2B Sales $75.00 $90.00 per user / month

    B2B Full Funnel Sales $100.00 $120.00 per user / month

    Help Desk $50.00 $60.00 per user / month

    B2B Customer Service $75.00 $90.00 per user / month

    Project Management $25.00 $30.00 per user / month

    Agile PPM $50.00 $60.00 per user / month

    IT Management $75.00 $90.00 per user / month

    Free Free

    Pro $49.00 $59.00 per user / month

    Pro+ $69.00 $89.00 per user / month

    Enterprise $129.00 $159.00 per user / month

      Not Available
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    Screenshots & Videos

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    Vendor information

    Company Details Located in: Washington, DC Founded in: 2011 Located in: Ahmedabad, India Founded in: 2019 Located in: Walnut Creek, California Located in: San Francisco, California Founded in: 2011
    Contact Details

    Not available

    https://www.contactually.com/

    09725376188

    https://www.clientjoy.io/

    Not available

    https://freeagentcrm.com/

    +1 312-420-4956

    https://www.streak.com

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