76% 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
What is OnContact CRM and how does it work?
OnContact CRM software is a platform used to manage sales with customer support for business. The software offers tools to manage contacts, organizations, partners, vendors and suppliers to structure your sales process. Manage details of your pipeline to track opportunities, build forecasts and structure your sales process. It integrates with QuickBooks, Microsoft Outlook, Gmail and more. Small, Medium companies make use of the software.
Read MoreSW Score Breakdown
76% 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
What is BoardCRM and how does it work?
BoardCRM is the ultimate tool to manage deals and leads. It's accessible on all popular platforms, allowing to monitor the workflow whenever required. It automates lead collection and deal creation, and also enables to communicate with customers via emails. Plus, can create custom forms to place on the website or share the short link via messengers or email. Get organized and maximize efficiency with BoardCRM.
Read MoreSW Score Breakdown
76% 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
What is Deputy CRM and how does it work?
Introducing Deputy CRM - the ultimate all-in-one platform for their business management needs. As a professional with a third-party perspective, they understand the importance of staying organized and efficient in order to drive their business forward. This is where Deputy CRM comes in. Gone are the days of juggling multiple software for HR management, project management, employee management, and finance management. With Deputy CRM, them can streamline their operations by having all these aspects integrated into one powerful platform. No more time wasted switching between different software and losing valuable data. But it's not just about convenience. Deputy CRM offers real-time insights that give them a clear picture of their business performance. This allows them to make informed decisions and take proactive actions to stay ahead of the game. With seamless collaboration features, their team can work together towards achieving their business goals effectively. When it comes to selecting a CRM platform, Deputy CRM stands out as the top choice. They are dedicated to providing innovative solutions that help businesses thrive in the ever-evolving digital landscape. This comprehensive platform covers all their business management needs, and with us, them can rest assured that their business is in good hands. At Deputy CRM, they firmly believe in inventing the future. This team is constantly pushing the boundaries of technology to provide them with cutting-edge solutions that give them a competitive edge. So why not join the hundreds of successful businesses who trust Deputy CRM to drive their growth? Experience the power of this all-in-one platform and take their business to new heights. Sign up for Deputy CRM today.
Read MoreSW Score Breakdown
76% 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
What is Ringy and how does it work?
A user friendly, reliable, and easy to use CRM that provides the necessary tools to convert your leads into sales. With Ringy's automated SMS campaigns, you can send the same engaging text message to an unlimited number of prospects or customers and contact your leads as soon as they come in.
Read MoreSW Score Breakdown
76% 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
What is ClientPro AI and how does it work?
Introducing ClientPro AI, the all-in-one powerful tool to help them manage their contacts and grow their business. This business platform is designed to simplify their life and enhance their workflow. ClientPro AI can easily adapt to their business needs by customizing its features specifically for them. Advanced Artificial Intelligence (AI) technology automatically monitors their contact network, giving they insights into customer engagement and building relationships. From simple tasks such as analyzing customer data to more complex tasks such as managing multiple channels, ClientPro AI will handle the job with ease. With features such as automated follow-ups, detailed contact reports, and trigger-based notifications, ClientPro AI allows them to stay organized and in control of their sales and marketing efforts. This powerful platform makes it easy to track their customer conversations and engagement, so they can see in real-time what’s effective and what isn’t. Forget about having to jump from platform to platform and Excel spreadsheets. With ClientPro AI, they will have all the data and tools they need in one central dashboard. In addition, our deep mineral integration makes connecting to other software and data sources seamless and effortless. In short, ClientPro AI is the ultimate tool to manage their contacts and grow their business. With the help of intelligent AI and custom features, they will never miss out on customer opportunities. Make their life and sales easier today. Try ClientPro AI now for free and experience the ultimate business automation.
Read MoreSW Score Breakdown
76% 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
What is ezTask.io and how does it work?
ezTask.io is an advanced CRM software that is simple at its core. It does not push the clients through a time-consuming training session to understand and value their team as is required in usual CRM solutions. With ezTask.io, the users can get a 360-degree view of all their customers. The company can view, check upon their customers', the status of their lead, social media updates, and store their business's contact details on a single secure database. The software’s emailing inbox enables the clients to receive and reply to emails without leaving the platform that they are working on, saving you time and impressing the leads with a responsive action. Using the custom sales activities, the dealers can plan calls, meetings, even coffee breaks with your leads. They can sync their calendars and stay updated with their deadlines. They can send and receive emails directly and also track email performance. In addition, they can create customizable email templates to automate replies. The users can benefit from the 14 days free trial, in which they can understand their features and buy plans further on.
Read MoreSW Score Breakdown
76% 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
What is Womply and how does it work?
Womply is a local commerce platform that provides apps, APIs, marketing, and financial tools to make local commerce happen for more number of American businesses and their customers. All of Womply’s products and services are powered by the Womply Commerce Graph, a proprietary data asset that offers the most complete view of local commerce.
Read MoreSW Score Breakdown
76% 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
What is Assistive and how does it work?
Assistive is the perfect solution for sales teams that want to get the most out of their CRM setup. With one intuitive system, Assistive makes it simpler than ever before for sales people and teams to win more deals. This innovative software takes away all of the hassle associated with traditional CRMs, allowing salespeople to reduce their workload without sacrificing data quality or accuracy. The features included in Assistive make it possible for teams to enjoy effortless data collection, automated transactions and timely updates on customer information. It's a comprehensive approach to managing your client relationships quickly, securely and professionally every time. Thanks to Assistive, they can easily monitor important customer details such as contact history and monthly revenue numbers, giving team members access to the insights they need at their fingertips. Say goodbye to hours spent manually entering data Assistive automatic processes will take care of that tiresome task so they don't have to! Specializing in user-friendly CRM solutions, Assistive is the top choice when it comes to unblocking time-consuming data entry tasks from the workday so they can focus on what matters: closing deals faster and building strong customer relationships. Get in touch today and find out how they help change the current CRM setup for good!
Read MoreSW Score Breakdown
76% 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
What is Inperium Sell and how does it work?
Inperium Sell software is a CRM software to track and manage opportunities of the sales process. The software offers tools to manage customer communication channels like SMS and WhatsApp, and more. Collaborate with your team and can generate professional business proposals, sales quotes and invoices. It integrates with Zapier, Marketo, MailChimp, and more.
Read MoreSW Score Breakdown
76% 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
What is Nat and how does it work?
Stay in touch with the customers that matter to your business. Import your emails and meetings automatically from all your Gmail and GCalendar accounts. Import your full contact book to have everything in one place.
Read MoreSW Score Breakdown
76% 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
What is Anyone Home CRM and how does it work?
Anyone Home CRM a cloud-based Real Estate CRM Software. Track where your dollars are going and identify where optimization may be needed. See where your top performers excel to produce consistent results across your entire team. Easily address common prospect questions and resident needs with a single click. From unit features and availability to service reminders, save time with templated messages sent directly from Anyone Home CRM. Whether communicating via email, phone, text, or chat, easily pick up where you or another leasing agent left off. Track and thread together all communication in a single, easy to read customer view.
Read MoreSW Score Breakdown
76% 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
What is Client Book CRM and how does it work?
Client Book CRM is a software used to manage retail operations with customer data. The software offers tools to collect customer information to manage sales with team collaboration. Built Email marketing campaigns to all your clients, leads, or based on specific interests directly from the CRM. Generate reports on your business in form of charts and graphs, PDFs, and more. Marketers, Small and Medium companies make use of the software.
Read MoreSW Score Breakdown
76% 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
What is Aurea CRM and how does it work?
Aurea CRM (customer relationship management) solution that lets you drive customer engagement tools deep into your sales organization. ACRM gives sales an AWS-powered holistic view of every interaction and every contact with deep analytic insights. The Aurea hybrid cloud deployment model utilizes the best of AWS to deliver improved availability over on-premise deployments, greater scalability, and lower TCO. Aurea’s mobile CRM solutions mean you can access customer information, process orders, and comprehensively manage your accounts wherever and whenever, whether on the road, at a point of sale, or in a meeting. These user-friendly mobile solutions are made for the mobile devices you use every day eg smartphones, tablets, iPads, and laptops. With 6x faster performance than the standard edition, streamlined UX, additional add-ons and integrations, and Platinum Support, it offers a superior platform for growth and innovation. With sales intelligence, sales reps know where to spend their time and how, using predictive analytics to identify deal threats and accelerators. Predictive CRM helps to rapidly identify your most promising prospects, built hyper-targeted segments, and personalize outreach at scale which results in a significant increase in conversion rates on inbound and outbound campaigns.
Read MoreSW Score Breakdown
76% 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
What is Chime CRM and how does it work?
Chime is a powerful lead generation and CRM solution for real estate professionals. It solves all of the pain points most agents struggle with on a daily basis. This suite of tools enables agents to launch marketing campaigns, track leads’ activities, build customer relationships, and seamlessly manage teams, across multiple devices. By streamlining all their operations from end-to-end, Chime allows agents to focus on what really matters boosting their business.
Read MoreSW Score Breakdown
76% 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
What is Mokapen and how does it work?
Mokapen is an independent online collaborative platform enabling organizations to manage projects, tasks and contacts with team members as well as with external customers, partners or suppliers. Mokapen is a CRM collaborative platform for small enterprises to plan and manage projects and tasks with customers, suppliers and partners. Boost productivity of your business
Read MoreSW Score Breakdown
76% 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
What is CRIISP and how does it work?
CRIISP is an end-to-end SaaS platform for raising capital, accessing investors, engaging in Q&As, managing and tracking investor interest, and operating investment deal room. It is a one-stop-shop for capital raising and is powered by Wholesale Investor. The tool sports a simple and safe folder structure for documentation and lets users access a targeted investor marketplace. It promotes deal rooms and listings or users or can also make it invitation-only. Users can stay on top of their entire capital raising journey with a simple and efficient dashboard. They can also track engagement within their deal rooms and follow up with investor leads. This enables entrepreneurs to accept investment application forms and also send payment receipts. They can issue, track and store share certificates for successful investments. The platform is free of charge for investors. The objective is to help them by saving time, money and make their investment process more efficient.
Read MoreSW Score Breakdown
76% 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
What is Teamwork CRM and how does it work?
Teamwork CRM is a cloud-based customer relationship management software that allows businesses to centralise lead and sales management in one place. Organizations can use the platform to construct various pipelines for processes, sales teams, and marketing campaigns, as well as track tasks to spot problems and possibilities. Teamwork CRM is a set of integrated business management software that help teams communicate more effectively, collaborate more easily, increase sales, support clients, and complete projects more efficiently.Contact management is a feature of Teamwork CRM that allows businesses to save, update, and organise information about organisations and customers in a centralised repository for future reference. Custom fields, Single Sign-On (SSO), data import/export, board and list views, data sorting, and more are among the features available. Managers can also use reports to get insight into indicators such as sales forecasting, probability score, negotiations, and marketing.Gmail, Import2, Zapier, Teamwork Desk, and other in-house and third-party applications are all supported by Teamwork CRM. Monthly/annual subscriptions are available, and support is provided via phone, email, and other online methods.
Read MoreSW Score Breakdown
76% 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
What is Dex and how does it work?
Dex is a personal Customer Relationship Management (CRM) tool that helps user never forget to keep in touch with contacts. It provides reminders and notifications to ensure that reach out to important contacts when should. With Dex, can easily track the timeline of interactions with each contact. It allows to store important details from conversations, giving the ability to recall them quickly and easily. User can also organize contacts into groups, and add further details using custom fields. By using Dex, can be sure that never forget to keep in touch with contacts.
Read MoreSW Score Breakdown
76% 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
What is Pivotal CRM and how does it work?
Pivotal CRM by Avolin is a platform used to customize experiences around your specific business processes. The software offers tools to manage customer service and contact management to generate leads with deals. Generate reports with smart analytics in real-time via personalized dashboards to measure the business workflows. It integrates with Microsoft Outlook.
Read MoreSW Score Breakdown
76% 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
What is OneHash CRM and how does it work?
OneHash CRM is a software-as-a-service (SaaS) CRM and ERP solution that helps you increase sales, enroll clients faster and accomplish more with less. It assists the users in building long-term client connections by simplifying and automating operations and enhancing cooperation and communication among the parties involved. OneHash CRM reduces the expense of human lead assignment by using the power of logical sequencing to allocate leads automatically. It helps in improving pipeline management, and increasing income by combining cutting-edge technology with an aesthetically pleasing UI. It further enables the user in tracking leads and in creating invoices and estimates. You can also increase your audience engagement with better content and manage campaigns with OneHash. Users can additionally manage their contacts along with monitoring their call logging with OneHash. The software can easily be integrated with multiple other websites like Shopify, Slack, and much more. It also supports Android and iOS for better functioning of operations. They offer three pricing plan variations: the Startup plan is free, while the unlimited and ultimate plans are $10 and $25 per user per month respectively.
Read MoreSW Score Breakdown
The Average Cost of a basic CRM Software plan is $25 per month.
52% of CRM Software offer a Free Trial
, while 20% offer a Freemium Model .PRODUCT NAME | SW SCORE | AGGREGATED RATINGS |
---|---|---|
OnContact CRM | 76 | 4.6 |
BoardCRM | 76 | 0 |
Deputy CRM | 76 | 0 |
Ringy | 76 | 0 |
ClientPro AI | 76 | 0 |
ezTask.io | 76 | 0 |
Womply | 76 | 4.3 |
Assistive | 76 | 4.8 |
Inperium Sell | 76 | 5 |
Nat | 76 | 0 |
Top 10 Emerging Trends and Technologies in CRM Soft...
Top 10 CRM Integration Solutions to Try in 2024
Top 6 Visitor Identification Software to Use in 2023
CRM vs. CMS: Which Does Your Business Need?
Top 8 E-commerce CRM Software to Use in 2023
Why CRM Implementation Can Be a Challenge for All B...
Turning Your Average Business Development Team into...
CRM & Marketing Automation: Differences &...
Top 10 Mobile CRM Software in 2022
Five Critical Reports to Manage Your SaaS Business
A (Customer Relationship Management) CRM Software helps businesses to manage their relationship with the customers while also providing various tools and features to convert leads into sales. A CRM software is very effective for any business as it brings a number of sales, marketing, and customer-facing functions at one single screen. It also stores details about your customers to help you in handling them better and, thus, ensuring a healthy relationship with your customers.
This buyer's guide is for professionals looking to leverage Customer Relationship Management (CRM) software to improve their business. It caters to a diverse range of users, including:
By understanding the specific needs of each audience segment, this guide will provide tailored information and recommendations to help you choose the most suitable CRM solution for your role and business objectives.
The CRM software market is experiencing robust growth, driven by the increasing focus on customer-centricity, data-driven decision-making, and automation. Here's a snapshot of the current market landscape:
Some of the leading players in the CRM market include:
CRM pricing varies significantly depending on features, user count, and support options. Here's a general breakdown:
Based on the most recent research reports and publications.
CRM stands for Customer Relationship Management. It's a software platform designed to help businesses manage all aspects of their interactions with customers, from initial contact to ongoing engagement. Think of it as a centralized hub for everything customer-related, streamlining data storage, communication, and workflow.
While specific features vary across different CRM platforms, the core functions typically include:
These are just the core functionalities, and many CRM platforms offer additional features like project management, social media integration, and mobile accessibility.
Remember: While specific features and benefits may differ, the goal of CRM software remains the same - to optimize customer relationships, foster stronger engagement, and ultimately drive business growth.
In today's competitive landscape, nurturing customer relationships and optimizing operations are crucial for success. This is where CRM software shines, offering a plethora of benefits that go beyond the usual suspects, like improved customer relationships and increased sales. Let's dive deeper into how CRM software can transform your business:
Remember: CRM software is not just a technical tool; it's a strategic investment that can fundamentally transform how you interact with customers, manage your business, and drive growth.
CRM software isn't just for specific industries or company sizes; its benefits extend to a diverse range of businesses and professionals. Let's explore who can reap the most rewards from implementing a CRM:
Example: A real estate agency uses CRM to track leads, manage property listings, and nurture relationships with potential buyers and sellers. This allows them to close deals faster, personalize communication, and build stronger client relationships.
Example: A fitness center uses CRM to manage member memberships, track attendance, and send targeted promotions based on individual preferences. This fosters personalized experiences, increases member engagement, and boosts retention rates.
Example: A freelance graphic designer uses CRM to manage client projects, track deadlines, and send invoices. This saves time, improves communication, and allows them to focus on delivering high-quality work.
Remember: The best way to determine if CRM software is right for you is to evaluate your specific needs and challenges. Consider factors like your business size, industry, budget, and desired functionalities. With its diverse range of benefits and applications, CRM software can empower businesses and professionals of all kinds to achieve greater success.
Implementing CRM software can be a game-changer for your business, but it's crucial to understand both the benefits and potential drawbacks before making a decision. Let's take a balanced look at the pros and cons:
Setting Realistic Expectations:
By understanding both the advantages and potential challenges, you can make an informed decision about whether CRM software is right for your business and set realistic expectations for its impact. Remember, it's about using CRM as a tool to empower your people and processes, ultimately leading to a more customer-centric and successful organization.
Navigating the world of CRM software can be overwhelming, especially with the vast array of features available. However, some essential functionalities stand out as crucial for managing customer relationships effectively. Let's explore the top features of CRM software:
Let's dive deeper into the exciting world of new-age features in CRM software beyond the essential functionalities we discussed earlier. These features are rapidly transforming the way businesses interact with customers, offering powerful capabilities for enhanced engagement, improved efficiency, and data-driven decisions:
Remember: Implementing these new-age features requires careful consideration and strategic planning. Ensure they align with your business goals, customer needs, and data capabilities to maximize their impact and avoid overwhelming your team.
The CRM landscape is evolving rapidly, and these new features are the engine driving customer-centric business success. By keeping them on your radar and understanding their potential, you can future-proof your business and stay ahead of the curve in the exciting world of customer relationships.
Bonus Features:
Note: When choosing CRM software, prioritize features that align with your specific needs and business goals. Don't get overwhelmed by an abundance of functionalities; focus on the core features that will empower your team to build stronger customer relationships, enhance sales performance, and drive overall business success.
Implementing CRM software isn't just about checking a box; it's a strategic investment that can yield real, measurable results for your business. Let's dive deeper into the tangible benefits you can expect, backed by examples and quantifiable data:
Remember: These are just a few examples, and the specific benefits you experience will depend on your industry, company size, and chosen CRM software. However, the potential for quantifiable improvements in customer relationships, sales, productivity, and decision-making is undeniable.
Invest in the right CRM solution, implement it strategically, and watch your business reap the rewards of a deeper understanding of your customers, optimized processes, and data-driven success.
CRM software isn't a one-size-fits-all solution, but its adaptability makes it a valuable tool across diverse industries and functional areas. Let's explore how different organizations leverage CRM to achieve their unique goals with recent examples and studies:
These are just a few examples, and the possibilities are vast. The key is to identify your specific needs, choose a CRM solution that aligns with your goals, and implement it with user adoption in mind.
Additional Tips for Successful User Adoption:
By following these steps and showcasing real-world, recent examples, you can inspire your team to embrace the power of CRM and unlock its full potential for success.
The allure of CRM software is undeniable, promising streamlined workflows, happier customers, and a skyrocketing bottom line. But before you jump on the bandwagon, take a moment to assess your business needs and determine if CRM is the missing piece or simply another piece of software clutter. It's crucial to understand whether it's the right fit for your business. This guide will help you navigate the decision-making process by identifying key pain points and problem statements that indicate CRM could be your missing puzzle piece.
If you answered YES to any of these questions, CRM software could be a game-changer for your business. By streamlining customer management, optimizing sales processes, improving team collaboration, and unlocking valuable customer insights, CRM can empower your business to:
Remember: CRM is an investment, but the potential return on that investment can be significant. Before taking the plunge, carefully consider your specific needs, budget, and resources to choose the right CRM solution for your business.
This guide is just the first step. If you're wondering which CRM features would address your specific pain points, which platforms might be a good fit, or how to implement CRM successfully, We’re here to help! Feel free to ask me any questions you may have, and our experts will guide you through the journey of finding the perfect CRM solution to unlock your business's full potential.
Navigating the vast world of CRM software can be overwhelming. Let's break down the selection process into manageable steps to find the perfect solution for your business:
Remember: In order to adopt this framework, some customization should be done to specific needs and priorities. Continuous evaluation should be carried out to assess its performance regularly and make adjustments as required. Seek guidance from our experts for tailored advice.
Bonus Tip: We created SW Score at SaaSworthy to help users find the most suitable SaaS products. In a market with hundreds of thousands of options, this score captures the essence of a product to simplify the selection process. The goal of the SW Score is to provide an accurate representation of a SaaS product's capabilities, allowing users to easily find the most useful and relevant product for their specific requirements.
So, you've chosen the perfect CRM for your needs! Now comes the crucial part: making it work for your business. Here's a practical guide to navigating the implementation and setup process:
Bonus Tips:
By following these steps and adapting them to your specific needs, you can set up your CRM for success and unlock its full potential for improved customer relationships, streamlined processes, and business growth. Remember, it's a continuous journey, so embrace the learning curve and keep optimizing your CRM to drive lasting value for your business. Speak to our experts for tailored advice.
CRM software can be a game-changer for your business, but navigating the pricing landscape can feel like a maze. Let's break down the different models and factors influencing cost to help you find the perfect fit for your needs and budget:
Pro Tips:
Examples:
Remember: The "perfect price" is subjective and depends on your specific needs. By understanding the pricing models, influencing factors, and your own priorities, you can make an informed decision and find the CRM solution that delivers the best value for your business.
Still unsure or If you have any specific questions about pricing or need help comparing different vendors? Don't hesitate to ask! Our experts are here to guide you through the process and ensure you make the best decision for your business.
Choosing the right CRM software is a crucial decision that can significantly impact your business. To ensure an informed final decision, here are the key takeaways to keep in mind:
Remember:
By carefully considering these key takeaways, you can make an informed final decision about the right CRM software for your business. The goal is to choose a solution that empowers your team, streamlines processes and ultimately drives success.
The realm of Customer Relationship Management (CRM) is undergoing a groundbreaking transformation driven by the formidable power of Artificial Intelligence (AI). This evolution is not just a technological advancement; it's a fundamental shift in the dynamics of customer engagement and business operations. AI-enhanced CRM systems are becoming a critical tool for businesses seeking a competitive edge in today's market. Let's explore the comprehensive scope of this AI-driven revolution in CRM:
The integration of AI in CRM systems presents an array of benefits:
To fully embrace and benefit from AI in CRM, businesses should:
In conclusion, the fusion of AI with CRM is not merely a technological upgrade but a strategic revolution, redefining how businesses interact with customers and manage relationships. By leveraging AI's immense capabilities, companies are poised to unlock new levels of customer engagement, operational efficiency, and strategic foresight, steering towards a future of sustained success and innovation.
Typical Features
Allows to synchronize with other systems for up-to-date information across platforms
Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
Streamlined management of the sales cycle from lead to close
Helps to assign, manage sales territories and conveniently track their progress
Provides insightful reports and important business metrics to track and measure the outcomes and progress.
Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
Interactive tools meant to make the application highly collaborative and encourage teamwork
A systemized and organized way of managing all your leads and their conversation.
Create effective sales proposals by generating multiple quotes per opportunity
Enables management of multiple lists and communications with them
Ensures after-sales interactions with your customers and solve queries related to your products and services
Develop customer relationships, automate marketing programs and measure your marketing ROI
Track and manage your referred customers.
Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
Lets you manage your prospective leads by scoring them on the basis of their response.
Lets your sales representatives, as well as customers, view details and prices of each product.
Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
Ability to store and manage various information and documents in electronic format.
Unique Features
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.
Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
Unified management of customer interactions across multiple channels, including web, mobile, and social media.
Advanced analytics for predicting customer behavior and sales opportunities
Leveraging Internet of Things devices for enhanced data collection and analysis
Helps to customize the system for use in industry-specific use cases
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.