92%
The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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81%
The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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83%
The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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92%
The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
![]() |
81%
The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
|
83%
The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Sponsored
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|
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Summary |
Insightly is a powerful CRM tool for capturing and managing leads in every aspect of a sales process. Insightly gives you the power of complete contact management and can track the relevant lead information from emails. One can upload files straight from Dropbox, Box, Google Drive, Microsoft OneDrive and Insightly online without any upsets and conveniently. The inbuilt project management system helps you continuously monitor the workflow and publish at the right time. Unquestionably, this tool fits in different sectors like accounting, construction, education, health, real estate and many more. ..show more |
Perfex is a Customer Relationship Management (CRM) system that is aimed at small businesses and freelancers. Project management features let users track expenses and time spent on tasks, and bill their customers. It also provides the ability to assign tasks and track logged time. They can even create one-click invoices, invoices with different taxation and recurring invoices which will be regenerated automatically based on user requirements. Estimates can be converted directly to invoices and customers can view invoices even without any login. Features for creating impressive proposals are also present, including an editor allowing tables, images, YouTube videos and more. Lead management is possible and is helped using kanban layouts and users can automatically import leads from emails. On top of all this, features for managing expenses and payments with automatic reports after each PayPal payment, task management, contract management, surveys, goal tracking, and more are available. ..show more |
A CRM software built with intuitive interfaces, clean layouts and a simple user experience to help you manage your customer relations efficiently. An easy to customise software, Pipedrive CRM serves you the way you want to, according to your needs. The software is built around sales pipeline monitoring methodology, which offers a quality visual interface prompting users you to take appropriate action, stay organised and monitor challenging sales process. The email integration feature connects automatically to the contacts and displays everything that’s happening with a particular prospect at one place. ..show more |
Customer relationship management (CRM) can be summarised at its most basic level as the activity of managing contacts with customers and potential customers in order to boost sales and customer satisfaction. It also has the impact of improving the company's customer and market reputation. Companies used spreadsheets and lists to manage this process a few decades ago. CRM technology began to evolve in the early 1980s, with the advent of database marketing and the first contact management system. Without any development expertise, you can easily customise your CRM to work for you. You can edit deal stages, add as many columns as you like, manage many pipelines at the same time, and more. Integrate your email to communicate with your connections more effectively. Save time by automatically logging sent emails, keeping track of conversations, and using custom email templates. Receive automatic notifications when a lead opens or responds to an email so you can follow up at the appropriate moment. ..show more |
Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. |
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Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. |
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Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services |
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Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. |
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List Management Enables management of multiple lists and communications with them |
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Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI |
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Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. |
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Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. |
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Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity |
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Referral Tracking Track and manage your referred customers. |
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Top alternatives to Perfex CRM ![]()
Salesforce
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Zoho CRM
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Pipedrive
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