94% 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 ![]()
Get Free Quote
|
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Get Free Quote
|
Sponsored
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 Close
Visit Website
|
Sponsored
96% 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 ![]() Keap
Visit Website
|
Description | Sellsy is an end-to-end complete CRM, invoicing, and accounting software solution that helps you reduce administrative complexities. It let the finance department get rid of overhead work with an automated online solution for accounting. The tool's CRM allows users to create multiple sales pipelines to follow-up with their prospects efficiently and collaborate on their team's closing deal. The tool also provides email automation, lead tracking, and scoring features. It enables users to monitor each page of their website that customers visit and then create an automatic scoring tool to qualify opportunities. The invoicing part helps users create quotes and invoices, accept online signatures, receive payment for the invoice, and track the amount. The invoices will be personalized with users' logos, page background, and their company's information. Users' can use the repetitive billing feature to generate the invoice and bill automatically. The accounting software connects the user bank with software for quicker and better online accounting. Users can also make use of Sellsy to manage expenses, and lets users export accounting. Read more | Introducing InsightsCRM, the quintessential toolkit for Research, Sales & Trading enterprises aiming to cement lasting relationships with institutional money managers and boost assets under management. This innovative solution places users at the vanguard of the financial service sector by enhancing engagement strategies and driving substantial growth. Uniquely crafted to foster greater transparency and accountability throughout the service value chain, InsightsCRM offers an unrivaled suite of features designed for the demanding needs of finance professionals. Its robust platform streamlines interactions with clients, ensuring that every touchpoint is impactful and efficiently managed, resulting in a superior service experience. With InsightsCRM, organizations are equipped to navigate the complexities of client management, deploying targeted communications and leveraging transformative analytics to anticipate needs and customize services. The emphasis on maintaining and growing assets under management positions businesses using InsightsCRM at a competitive advantage, as they can easily demonstrate their value proposition and commit to the highest standards of client satisfaction. InsightsCRM stands out as a beacon of innovation for the Research, Sales & Trading spheres, promising not only to keep businesses ahead of the curve but to revolutionize the way they connect with and serve institutional investors. Embrace InsightsCRM for a future where client engagement and asset growth walk hand-in-hand. Read more | Close is a CRM platform popular among salespeople which provides a sales workflow, ultimately used to close deals. Close gives you an overview of activities relating to your sales, bringing items to your attention according to their level of priority. It has a simple UI with a beautiful timeline view where every member of the sales team has complete access to every detail of the sales process. Close has features like built-in calling and SMS to let you reach your contacts quicker, an e-mail tool that lets you send e-mail sequences to specified contacts quicker and a powerful search engine that provides you with results at amazing speed. Additionally, Close provides an actionable report system, helping you measure team performance. Call automation, predictive dialing, bulk email and email sequences – Close handles them all. Close is can be integrated to other tools like Zapier, Zendesk to ensure users get the most out of its features. Read more | Keap is an intuitive Sales, CRM and Marketing Automation software that can be utilised by businesses to enhance their sales and save time as well. Companies get to generate more leads, sort them out and forward the right kind of messages to the right people. They can also trust on the particular to generate a robust customer experience and gather loyal patrons. Its inbuilt features and functionality include email marketing, reporting and analytics, sales pipeline, CRM, sales and marketing automation, appointments, payments and more. Users can leverage Keap to generate custom forms and embed them within their landing pages and websites. This also helps them trigger automated actions in real-time. Inbuild SMS and Email marketing feature help users forward broadcast messages to individual target groups, driving in greater sales. They can also automate the entire sales follow-up and enhance lead conversion rates through the sales pipeline. Read more |
Pricing Options |
|
|
|
|
SW Score & Breakdown |
94% 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
|
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
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
|
96% 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
|
SaaSworthy Awards | # 4 Fastest Growing |
Not Available
|
# 14 Most Popular # 6 Fastest Growing | # 9 Highly Rated # 3 Most Popular |
Total Features |
26 Features
|
17 Features
|
23 Features
|
27 Features
|
Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
|
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
|
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
|
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
|
Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
Organization Types Supported |
|
|
|
|
Platforms Supported |
|
|
|
|
Modes of Support |
|
|
|
|
API Support |
|
|
|
|
User Rating |
|
Not Available
|
|
|
Rating Distribution |
|
Not Available
|
|
|
User Sentiments |
Not Available
|
Not Available
|
User-friendly Interface, Lead Management & Organization, Email Automation & Templates, Built-in Calling & SMS Reporting & Analytics limitations, Mobile App Functionality, Occasional Software Glitches & Crashes, Limited Integrations |
Email Marketing Automation, Customer Relationship Management (CRM), Ease of Use, Extensive Integrations Complex learning curve, Limited Landing Page Builder, Mobile App Functionality, Lack of Invoice Customization |
Review Summary |
Not Available
|
Not Available
|
Overall, users praise Close for its user-friendly interface, ease of use, and robust sales pipeline management capabilities. They appreciate the customizable features, automation tools, and integrations with other business applications. Close is also commended for its excellent customer support and onboarding process. However, some users have expressed concerns about occasional bugs and glitches, limited reporting options, and the need for more advanced features. Additionally, a few users have mentioned that the learning curve can be steep for those new to sales CRMs. |
Overall, users find the software easy to use and helpful for managing customer relationships. They appreciate the features for tracking leads, managing sales pipelines, and automating marketing campaigns. However, some users have reported issues with customer support and occasional bugs or glitches. Additionally, some users have expressed concerns about the pricing, feeling that it is somewhat expensive compared to similar products. |
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 Options |
|
|
|
|
Pricing Plans
Monthly Plans
Annual Plans
|
Sellsy CRM Others |
InsightsCRM Custom |
Startup $49.00 $59.00 per user / month Professional $99.00 $109.00 per user / month Enterprise $139.00 $149.00 per user / month |
Pro $159.00 $199.00 per month Max $229.00 $299.00 per month Ultimate $229.00 $299.00 per month |
View Detailed Pricing
|
View Detailed Pricing
|
View Detailed Pricing
|
View Detailed Pricing
|
![]() ![]()
Hubspot Marketing Hub
4.7 Based on 3360 Ratings ![]() ![]() ![]() |
![]() ![]() ![]() ![]() |
|||
Screenshots |
![]() |
Not Available |
![]()
+ 6 More
|
![]()
+ 5 More
|
Videos |
![]()
+ 2 More
|
![]()
+ 1 More
|
+ 3 More
|
![]()
+ 4 More
|
Company Details | Located in: La Rochelle, France Founded in: 2009 | Located in: New York, New York - 10036 | Located in: San Francisco, California Founded in: 2013 | Located in: Chandler, AZ - 85286 Founded in: 2001 |
Contact Details |
+44 20 3318 1285 https://go.sellsy.com/ |
+1 646 712 9533 https://insightscrm.com/ |
+1 833-462-5673 https://close.com/ |
+1 866-800-0004 https://keap.com/ |
Social Media Handles |
|
Not available |
|
|
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.