Top Producer CRM vs Initiative CRM Comparison

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92% 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

Top Producer CRM

CRM Software

3.7 228 user ratings

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86% 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

Initiative CRM

CRM Software

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Capsule

CRM Software

4.4 482 user ratings

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Keap

CRM Software

3.9 1,532 user ratings

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Overview

Description	Top Producer is a web-based CRM solution designed for real estate brokers or agents. The technology aids agents in managing clients from initial contact to long-term repeat business and referrals while providing personalised follow-up. Create your CRM with an eye-catching website, lead tracking and capture, custom landing pages, and free coaching. With visual processes, expert email templates, and the simple Follow-up Coach at your disposal, you can provide service to current clients while remaining in front of their minds through suggested touch points. Utilise email marketing technology, campaigns, and automatic MLS market data to cultivate recurring and referral business. Social Insights, an automatic update for contacts with public profiles that includes images, interests, locations, and job title, is one of the new features. Users can view more contact information simultaneously with the 360° contact view, including images, social media links, relationships, significant dates, tags, and status. Using information from previous encounters, you may create a chronology of texts, emails, call notes, and market reports that were given to a contact to help you personalise your outreach. With hundreds of lead providers and software integrations, including Gmail, Outlook, Dropbox, Facebook, Twitter, Zapier, and MailChimp, Top Producer is mobile-friendly. Read more	Initiative CRM is a B2B CRM that combines a shared agenda, opportunity tracking, quotations, bills, and complaints into a single platform. Analysis and reporting, as well as interaction with daily tools and GDPR compliance management, are all included in this platform. Initiative CRM is a collaborative solution that aids businesses throughout the sales cycle. VSEs, SMEs, and Key Accounts based in France and Europe are the best fit for the clientele. They come from a wide range of industries, including manufacturing, consulting, hotels, the press, and telecommunications. Initiative CRM's monthly cost starts at €14.00 per user. There is no free version available. A free trial of Initiative CRM is available. Please see the table below for more information on pricing. Read more	Capsule is an online CRM software that incorporates a simple visual interface into a powerful CRM system. It works towards building a database with vital information of customers available at the user’s fingertip, from tracking sales to keeping a track of all the contacts which essentially gives its users a birds-eye view of everything they need to deliver a more personal experience to their customers. Companies can achieve a higher number in sales with the option to tailor their own pipelines, granting them the complete dashboard which indicates minute details like potential values and where they stand in the pipeline. This makes taking the next decisive step pretty easy. Capsule’s features include a simple and intuitive customer index within a visual overview of entire sales pipelines, aiding companies to keep a track of where their sales stand as they scale and grow. The software makes sure that not a single open sales opportunity is missed. Users can use features like Milestones to measure up their possible future sales prospects against the factors that are dialed in automatically by the software. Capsule helps team members to have the visibility and the clarity to create their own sales pipelines, making the operations clearer and easier for businesses. 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	Free Trial Not Available Starts at $129.0.	Free Trial Available	Free Trial Available Starts at $18.0. Offers Free-forever plan.	Free Trial Available Starts at $159.0.
SW Score & Breakdown	92% 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 72% Momentum 63% Popularity 83%	86% 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 94% Reviews 66% Momentum 62% Popularity 68%	92% 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 89% Momentum 64% Popularity 78%	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 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 86% Momentum 64% Popularity 92%
SaaSworthy Awards	# 16 Most Popular # 13 Most Popular	Not Available	# 12 Highly Rated # 12 Highly Rated	# 9 Highly Rated # 3 Most Popular

Features

Total Features	26 Features	20 Features	26 Features	27 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 Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking 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 Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking 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 + 14 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 Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking 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 Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking 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 + 18 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	NA	Available	Available	Available

Reviews & Ratings

User Rating	3.7/5 228 user ratings	Not Available	4.4/5 482 user ratings	3.9/5 1,532 user ratings
Rating Distribution	Excellent 43.9% Very Good 20.6% Average 10.5% Poor 6.6% Terrible 18.4%	Not Available	Excellent 48.3% Very Good 44.6% Average 6.4% Poor 0.4% Terrible 0.2%	Excellent 43.4% Very Good 29.6% Average 12.3% Poor 3.9% Terrible 10.7%
User Sentiments	Contact Management, Transaction Management, Customer Support, Listing Management Outdated User Interface, Lack of Mobile App, Difficult to Learn, Mass Email Issues	Not Available	User-Friendly Interface, Extensive Integrations, Excellent Customer Support, Flexible Customization Limited Reporting Functionality, Occasional Software Glitches, Lack of Bulk Editing Options, Limited Mobile App Functionality	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	Users find Top Producer CRM user-friendly, reliable, and helpful in boosting their sales productivity. They appreciate its customizable features, ease of use, and excellent customer support. However, some users mention occasional glitches, a need for more in-depth reporting capabilities, and room for improvement in its mobile app's functionality. Overall, Top Producer CRM is a solid choice for businesses seeking a user-friendly and feature-rich CRM solution.	Not Available	Overall, users report that the software is generally user-friendly and easy to use. Its dashboard is intuitive, and its features are straightforward and easy to navigate. Many users appreciate its customer support, finding them responsive and helpful. However, there are complaints about its limited customization options and reporting capabilities. Additionally, some users have experienced issues with data syncing and integration, particularly with other software and platforms.	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.
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Pricing

Pricing Options	Free Trial Not Available Starts at $129.0.	Free Trial Available	Free Trial Available Starts at $18.0. Offers Free-forever plan.	Free Trial Available Starts at $159.0.
Pricing Plans Monthly Plans Annual Plans	Pro $129.00 $129.00 per user / month Pro + Leads $379.00 $379.00 per month Pro + Farming $399.00 $399.00 Pro Teams 5 $299.00 $299.00 per month Pro Teams 10 $499.00 $499.00 per month Pro Teams 25 $999.00 $999.00 per month	Essential Others Business Others Success Others	Free Free Starter $18.00 $21.00 per user / month Growth $36.00 $38.00 per user / month Advanced $54.00 $60.00 per user / month Ultimate $72.00 $75.00 per user / month	Pro $159.00 $199.00 per month Max $229.00 $299.00 per month Ultimate $229.00 $299.00 per month
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Alternatives

	PropCRM RealOffice360 4.5 Based on 102 Ratings Top Producer CRM Vs RealOffice360 Wise Agent 4.3 Based on 130 Ratings Top Producer CRM Vs Wise Agent Espresso Agent 4.9 Based on 18 Ratings Top Producer CRM Vs Espresso Agent Propertybase 3.8 Based on 120 Ratings Top Producer CRM Vs Propertybase	CRM.me 4.6 Based on 24 Ratings Initiative CRM Vs CRM.me BizPlus CRM 4 Based on 6 Ratings Initiative CRM Vs BizPlus CRM SimpleCRM 4.4 Based on 16 Ratings Initiative CRM Vs SimpleCRM Gro CRM 4.8 Based on 16 Ratings Initiative CRM Vs Gro CRM SalesCRM 5 Based on 1 Ratings Initiative CRM Vs SalesCRM
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