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Apply Filters
Showing 441 - 460 of 542 Products

79% 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

Behomes logo
CRM system for brokers and real estate agencies Write a Review
Schedule a demo Start Free Trial

What is Behomes and how does it work?

Behomes is an excellent option for real estate professionals. Create personal presentations and share them in 6 languages, so that they can showcase the properties of their clients in the best possible way. This platform provides access to a large database of properties, allowing they to search and compare the options available to their clients. On top of that, they can share the best properties of Dubai with their customers with the help of Ready-made selections of the best properties. Behomes works on a convenient platform, allowing them to work from any place and at any time. Behomes also provides a community of more than 3,900 brokers, allowing they to stay connected with other professionals and get the help they need. Behomes is an essential tool for any real estate agent.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 78%
  • Reviews 60%
  • Momentum 60%
  • Popularity 65%

Behomes Pricing

  • Free Trial Not Available
  • Offers Custom plan.
Schedule a demo Start Free Trial

75% 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

Assistive logo
Assisting sales teams achieve greatness Write a Review
Schedule a demo Start Free Trial

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!

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Assistive Pricing

  • Free Trial Not Available
  • Starts at $8.0. Offers Free-forever and Custom plan.

SW Score Breakdown The SW Score breakdown shows individual score for product features.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
    73%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    62%

User Sentiment

  • Real-time analytics and reporting, User-friendly interface
  • Limited functionality in the mobile app, Occasional slow report generation

location iconGurgaon, India

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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

Relate logo
Modern Sales CRM for B2B Companies Write a Review
Schedule a demo Start Free Trial

What is Relate and how does it work?

Introducing Relate, the ultimate solution for startups and SMBs looking to streamline their sales management and CRM processes. With its collaborative features and innovative technology, Relate empowers professionals like to take control of business and achieve outstanding results. Whether it may be a small startup or a growing SMB, Relate is designed to meet unique needs. Say goodbye to scattered data and hello to a centralized platform that consolidates all customer information, interactions, and sales pipelines. With Relate, can effortlessly track and manage sales leads, monitor the progress of deals, and nurture customer relationships. The collaborative nature of Relate allows the entire team to stay on the same page. Share notes, assign tasks, and collaborate seamlessly, ensuring that everyone is aligned towards a common goal. With real-time updates and analytics, track the performance of the sales team, identify areas for improvement, and make data-driven decisions that drive the business forward. Relate is the game-changer for the business needs. It's time to elevate sales management and CRM processes to new heights.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 74%
  • Reviews 60%
  • Momentum 60%
  • Popularity 63%

Relate Pricing

  • Free Trial Not Available
  • Starts at $28.00. Offers Free-forever and Custom plan.
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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

PromoXcrm logo
Most Complete CRM Solution for the Promo Industry Write a Review
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What is PromoXcrm and how does it work?

Introducing PromoXcrm, the ultimate solution for seamless management of all their teams, projects, and clients. Designed specifically for promotional products distributors, PromoXcrm is here to revolutionize their business operations and delight their clients like never before. With PromoXcrm, they can now supercharge their efficiency in just a few clicks. No more wasting time on complex tasks or manual work. This user-friendly interface simplifies even the most challenging processes, allowing they to automate tasks and maximize productivity effortlessly. One of the key features of PromoXcrm is its seamless lead management. Say goodbye to scattered spreadsheets and hello to a centralized platform that organizes all their leads in one place. Easily track and manage their sales pipeline, ensuring that no opportunity slips through the cracks. But it doesn't stop there. PromoXcrm also empowers they with insightful reporting, giving they the data they need to make informed decisions swiftly. Identify trends, track performance, and discover potential areas for growth. With PromoXcrm, they have all the tools at their disposal to take their business to new heights. Join This CRM community and unlock a world of efficiency. No longer worry about the nitty-gritty details of their business operations because PromoXcrm has got they covered. Focus on what truly matters growing their business and exceeding their clients' expectations. It's time to embrace automated success with PromoXcrm. Experience the power of streamlined operations and witness the impact it has on their bottom line. Trust us, once they try PromoXcrm, there's no turning back. Say hello to efficiency, productivity, and growth. Say hello to PromoXcrm.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 86%
  • Reviews 60%
  • Momentum 60%
  • Popularity 63%

PromoXcrm Pricing

  • Free Trial Not Available
  • Starts at $45.00.
Schedule a demo Start Free Trial

82% 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

Galcode AI CRM logo
AI CRM with voice agents for automated calls, conversations and lead workflows Write a Review
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What is Galcode AI CRM and how does it work?

Galcode AI CRM is a platform that combines customer relationship management with AI-driven communication and automation. It allows teams to manage leads, contacts and interactions while using AI agents to handle outbound calls, follow-ups and messaging workflows. The system supports automated lead qualification, conversation tracking and campaign execution within a centralized environment. Each interaction is recorded and linked to contact records, providing visibility into communication history and outcomes. Galcode also offers API and webhook integrations, enabling developers to connect external tools and automate workflows across systems. The platform is designed to reduce manual communication tasks while keeping data and processes organized in one place.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 97%
  • Reviews 60%
  • Momentum 60%
  • Popularity 60%

Galcode AI CRM Pricing

  • Free Trial Available
Schedule a demo Start Free Trial

71% 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

Sync Made Easy logo
Sync your Shopify with Salesforce seamlessly and sell faster! Write a Review
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What is Sync Made Easy and how does it work?

Sync Made Easy is an integration platform designed to streamline data flow between Shopify and Salesforce for businesses. Our shopify salesforce integration solution helps teams eliminate manual entry, improve accuracy, and create a unified customer experience. Whether you use salesforce shopify workflows, manage shopify and salesforce operations, or need shopify and salesforce integration capabilities, Sync Made Easy delivers reliable automation. Built for businesses seeking salesforce for shopify functionality, our shopify salesforce connector enables real time synchronization of customers, products, orders, invoices, and inventory. Easily connect shopify to salesforce using the salesforce shopify connector and simplify salesforce integration with shopify processes. From shopify integration salesforce requirements to complete salesforce to shopify integration projects, our platform supports scalable growth. Organizations looking for shopify to salesforce integration and salesforce and shopify integration can confidently integrate shopify with salesforce without coding complexity. Sync Made Easy enhances salesforce integration shopify performance, supports salesforce to shopify data exchange, and optimizes salesforce with shopify collaboration. As a trusted shopify salesforce app, it strengthens shopify salesforce connect strategies, delivers seamless Shopify integration with Salesforce, and ensures accurate Salesforce Shopify sync. Choose Sync Made Easy to accelerate productivity, improve visibility, and drive connected commerce success across every customer touchpoint.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 64%
  • Reviews 60%
  • Momentum 60%
  • Popularity 60%

Sync Made Easy Pricing

  • Free Trial Available
  • Starts at $9.99.
Schedule a demo Start Free Trial

77% 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

Workpex CRM logo
Get Everything Workpex Write a Review
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What is Workpex CRM and how does it work?

Workpex is a sales and lead management platform designed to streamline sales processes and enhance team productivity. It offers features like lead and customer management, follow-up reminders, call tracking, and real-time performance reports. With seamless integrations and mobile optimization, Workpex empowers businesses to manage their sales pipelines efficiently and effectively.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 83%
  • Reviews 60%
  • Momentum 60%
  • Popularity 60%

Workpex CRM Pricing

  • Free Trial Not Available
Schedule a demo Start Free Trial

73% 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

Fluid CRM logo
Visual, lightweight CRM for small B2B teams. Track deals, contacts and follow-ups calmly. Write a Review
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What is Fluid CRM and how does it work?

Fluid CRM is a visual, lightweight CRM for solo founders and small B2B teams. It replaces messy spreadsheets and bloated enterprise CRMs with one clean pipeline view: drag deals across stages, keep contacts, notes, activity and reminders in one place, and always see what needs to happen next. Spreadsheets break past 30 deals. Tools like HubSpot and Salesforce demand weeks of setup. Fluid has the structure of a CRM with the simplicity of a spreadsheet, and sets up in about 5 minutes. Built for speed: minimal clicks, 7 keyboard shortcuts, BCC email sync, embeddable lead capture forms, 8 in-app automations, sales forecasting with a 3-month revenue projection, and a full REST API with 16 webhooks on every plan. Import from Pipedrive, HubSpot or any spreadsheet in minutes. Pricing is 16€ per seat per month with every feature included. No upgrade traps, no filler. Rated 5.0 on AppSumo by users switching from Pipedrive and Attio who cite the same things: clarity, speed and no bloat.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 71%
  • Reviews 60%
  • Momentum 60%
  • Popularity 60%

Fluid CRM Pricing

  • Free Trial Available
Schedule a demo Start Free Trial

78% 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

SAM logo

SAM

The best tools to grow your social media engagement Write a Review
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What is SAM and how does it work?

SAM is a fully integrated sales and marketing system based on the cloud. With several key features of the system which include e-mail marketing, social marketing, content marketing, direct marketing, SEO, visibility, marketing information and marketing automation. With SAM, users can manage targeted email campaigns via a single service. The marketing platform offers the user the ability to target potential customers based on their status and automate tracking. Users can create links between customers, build a brand, and track social media marketing activities from the central command centre. SAM Marketing Platform monitors social engagement analysis and allows users to create custom labels and letters specific to each company. SAM presents an analysis of social engagement so that the organization knows how it relates to competition. Users can automate social marketing with planned publications. The platform is best fit for businesses in a variety of industries, including the construction industry, law, and asset management and information software/technology. The software marketing platform automation helps real estate companies use the full power of artificial intelligence and automation to increase sales and marketing efficiencies, shorten sales cycles and increase sales by exposing the public to leadership growth.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 75%
  • Reviews 60%
  • Momentum 64%
  • Popularity 65%

SAM Pricing

  • Free Trial Not Available
  • Starts at $50.0. Offers Free-forever plan.
Schedule a demo Start Free Trial

78% 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

Workice CRM logo
For freelancers and small enterprises, the best self-hosted invoicing and project management software. Write a Review
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What is Workice CRM and how does it work?

Workice CRM is a platform that allows you to keep track of your outreach activities and retain information about the individuals and clients you engage with. Sales and marketing dashboards, invoicing dashboards, spending dashboards, payments dashboards, projects and ticketing dashboards are all included in the CRM. Workice CRM enables your team to manage projects across their entire life cycle, from start to finish, including planning, execution, invoicing, and payment. Set Workice to apply a late fee automatically when your invoice is past due, giving your clients an extra incentive to pay you soon. Regardless of the currency, keep track of all of your business spending, estimates, and invoices. You may sign and transmit contracts to clients for approval using Workice. They'll send out automatic reminders to your clients to remind them to read over their contracts.There will be no more hunting down consumers for checks or standing in long lines at the bank. Allow your customers to pay their bills online. From invoice reminders to securely billing your client's credit card, Workice CRM has got you covered.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 78%
  • Reviews 60%
  • Momentum 64%
  • Popularity 63%

Workice CRM Pricing

  • Free Trial Available
  • Starts at $10.0.
Schedule a demo Start Free Trial

77% 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

RealtyPass logo
An inclusive platform real estates Write a Review
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What is RealtyPass and how does it work?

RealtyPass is an intuitive platform that provides an all-inclusive real estate experience to empower real estate professionals to reach their true earning potential. The software is an all in one system to help real estate professionals to stay present and organized while focusing solely on developing, supporting and maintaining client relationships. The tired based pricing system of the software is designed to allow the users to grow their team without being charged on a per user basis. It enables users to manage their transactions and compliance through the software. REALTYPASS software provides its users with passes that help them to customize their experiences within the software hence allowing users to use the passes that are most valuable to their business. The software enables its users to sync their favorite email application, lead provider and many others into the software and accomplish a common task without duplicating the data entry or checking multiple systems.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 77%
  • Reviews 60%
  • Momentum 62%
  • Popularity 63%

RealtyPass Pricing

  • Free Trial Not Available
  • Starts at $99.00. Offers Free-forever and Custom plan.
Schedule a demo Start Free Trial

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

YetiForce CRM logo
The ultimate CRM system to run and manage your business 4.7 Based on 116 Ratings
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What is YetiForce CRM and how does it work?

YetiForce is an open source CRM system that enables its users to manage their business with efficiency, multitasking, control, and innovation. The software allows its users to manage their businesses through any device from any place. It provides one with luxurious features, and many customizable modules of the user and administrator, along with the designed widgets, making the software equipped with the highest quality technological tools. One can avail reliable support from the software to solve the queries and problems of the users. The quick response of the system ensures compatibility with other mobile device browsers. YetiForce provides its users with regular updates that contain bug fixes, new improvements along with new features. The software helps its users to remember meetings, events, and calls, and hence organizes every information about the contacts of their customers. It analyzes and processes all the data entered into the system and creates different tables, charts, and graphs.

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YetiForce CRM Pricing

  • Free Trial Not Available
  • Offers Free-forever plan.

SW Score Breakdown The SW Score breakdown shows individual score for product features.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
    60%
  • Momentum
    60%
  • Popularity
    65%

User Sentiment

  • Highly Customizable, Excellent Customer Support
  • Lack of Documentation, Steep Learning Curve

location iconWarsaw, Poland

location iconLive Since 2014

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75% 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

Utiliko logo
All-in-one Business Management Solutions 4.7 Based on 13 Ratings
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What is Utiliko and how does it work?

Utiliko sotware is a platform used to automate business with leads. The software offers tools to manage estimates, invoices, support tickets, task management and more. Collaborate with your team, track tasks to monitor the performance of your team. Generate reports to measure the business revenue. Enterprenuers, Small and Medium companies make use of the software.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 72%
  • Reviews 65%
  • Momentum 60%
  • Popularity 69%

Utiliko Pricing

  • Free Trial Available
  • Starts at $89.0.
Schedule a demo Start Free Trial

77% 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

KarmaCRM logo
CRM Software for Small Businesses 3.9 Based on 11 Ratings
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What is KarmaCRM and how does it work?

KarmaCRM is a simple and customizable CRM software that is intuitive and full-featured. Streamline your daily activities and free up time to build better customer relationships. Research and connect with customers with automated social profile searches and integration. Easily collaborate with other team members to share information and serve your customers. Prioritize your day with convenient calendars and task management.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 72%
  • Reviews 65%
  • Momentum 62%
  • Popularity 65%

KarmaCRM Pricing

  • Free Trial Available
  • Starts at $28.00.
Schedule a demo Start Free Trial

75% 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

DocEngage Healthcare CRM (HCRM) logo
Best CRM for enterprise marketing Write a Review
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What is DocEngage Healthcare CRM (HCRM) and how does it work?

DocEngage Healthcare CRM integrated EMR creates meaningful marketing automation. DocEngage provides patient login, the patient can log in and view the clinical record and also request for the appointment anytime. The patient can book an appointment, from calling itself by IVR menu, both get a notification immediately and you can track the status also. The patient will get a confirmation via SMS, Email, and call for appointment booking, reschedule and cancellation and also send an automated reminder to the patient. DocEngage provides seamless communication between doctor and patient.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 73%
  • Reviews 60%
  • Momentum 60%
  • Popularity 62%

DocEngage Healthcare CRM (HCRM) Pricing

  • Free Trial Available
  • Starts at $49.00.
Schedule a demo Start Free Trial

75% 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

Riva CRM Integration logo
A Trusted platform for enterprise CRM, calendar and inbox sync Write a Review
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What is Riva CRM Integration and how does it work?

Riva Cloud delivers advanced, cloud integration of CRM contacts, calendars, tasks, email, opportunities, cases, custom fields, and custom objects. Improve CRM adoption and satisfaction in your sales organization through CRM support case integration for Exchange, Office 365, and Notes. Riva Enterprise delivers reliable, server-to-server integration for over 10 leading CRM systems and five corporate email platforms. Riva Insight’s Track in CRM* feature allows you to track emails against specific CRM contacts, accounts, opportunities, cases, and custom objects.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 72%
  • Reviews 60%
  • Momentum 61%
  • Popularity 63%

Riva CRM Integration Pricing

  • Free Trial Available
  • Offers Custom plan.
Schedule a demo Start Free Trial

84% 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

Pulse Technology logo
Managing Business Made Simple 4.9 Based on 13 Ratings
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What is Pulse Technology and how does it work?

Pulse Technology software is a platform used to manage business in minutes. The software offers tools to create email nurture campaigns and track leads to close more sales with our customized quoting tool. Collaborate with your teams to automate sales and marketing pipelines for better workflows. Small, Medium companies make use of the software.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 92%
  • Reviews 65%
  • Momentum 60%
  • Popularity 64%

Pulse Technology Pricing

  • Free Trial Not Available
  • Starts at $49.00.
Schedule a demo Start Free Trial

74% 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

Cotano logo
Sale Automation Software Write a Review
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What is Cotano and how does it work?

Cotano software is a platform used to boost your company’s revenue. The software offers tools to make real-time data-driven management decisions for sales pipeline of your distributors. Create quota & conversion rate in a single dashboard to avoid churn risks for business. Small, Medium companies make use of the software.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 75%
  • Reviews 60%
  • Momentum 60%
  • Popularity 60%

Cotano Pricing

  • Free Trial Available
  • Offers Custom plan.
Schedule a demo Start Free Trial

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

Efficy CRM logo
A CRM for Business 4.4 Based on 192 Ratings
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What is Efficy CRM and how does it work?

Efficy CRM offers a comprehensive solution to streamline business processes, cultivate enduring customer relationships, and amplify sales. Designed to provide complete customer insights, Efficy enables the crafting of impactful, personalized conversations. The platform’s intuitive automation tools allow businesses to automate at scale, thereby enhancing efficiency, boosting productivity, and reducing overhead costs. Keeping track of potential opportunities becomes effortless with a unified 360-degree view, helping to maximize sales with minimal effort. Clear, detailed analytics are always accessible, offering precise ROI assessments and the convenience of generating shareable reports instantaneously. Efficy also helps to invigorate team collaboration, engagement, and productivity by incorporating elements of gamification into daily tasks. With the system, one can refine the customer experience, efficiently manage an increased volume of ticket requests through automation, and reliably meet every customer's needs.

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Efficy CRM Pricing

  • Free Trial Available
  • Offers Custom plan.

SW Score Breakdown The SW Score breakdown shows individual score for product features.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
    97%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    66%

User Sentiment

  • User Friendly Interface, Customization Options
  • Steep Learning Curve, Technical Issues

location iconBrussels, Belgium

location iconLive Since 2005

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84% 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

Shape Software logo
A CRM Software for Productivity Write a Review
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What is Shape Software and how does it work?

Shape Software software is an all-in-one CRM, Sales, and Marketing Automation for business. The software offers tools to capture leads, send follow ups, and manage client projects within one easy-to-use interface. Collaborate with your team to send high quality newsletters, emails, and drip campaigns for leads. Generate custom reports to measure the performance of workflows. Small, Medium companies make use of the software.

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Shape Software Pricing

  • Free Trial Available
  • Starts at $99.0.

SW Score Breakdown The SW Score breakdown shows individual score for product features.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
    60%
  • Momentum
    60%
  • Popularity
    62%

User Sentiment

  • User-friendly interface, Excellent customer support
  • Limited UI customization, Steep learning curve for automation features

location iconIrvine, CA

Schedule a demo Start Free Trial

Pricing Insights for CRM Software

  • The Average Cost of a basic CRM Software plan is $25 per month.

  • 53% of CRM Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 23% offer a Freemium Model Allows users to access basic features at no cost..

List of CRM Software

PRODUCT NAME SW SCORE AGGREGATED RATINGS
Behomes Behomes 79 0
Assistive Assistive 75 0
Relate Relate 76 0
PromoXcrm PromoXcrm 80 0
Galcode AI CRM Galcode AI CRM 82 0
Sync Made Easy Sync Made Easy 71 0
Workpex CRM Workpex CRM 77 0
Fluid CRM Fluid CRM 73 0
SAM SAM 78 0
Workice CRM Workice CRM 78 0

Overview

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.

CRM Software Buying Guide: A Comprehensive Overview

Customer Relationship Management (CRM) software serves as a centralized hub for customer data, empowering businesses to streamline interactions, enhance customer service, and drive sales growth. However, the abundance of available options can make choosing the right CRM overwhelming. This guide aims to simplify the selection process by outlining essential factors to consider.

Understanding CRM Software

CRM software acts as a comprehensive tool that assists businesses in managing customer information, tracking interactions, and automating various sales and marketing processes. By centralizing customer data, it ensures accessibility across departments such as sales, marketing, and customer service, fostering seamless collaboration and informed decision-making.

Key Features to Consider

When evaluating CRM software, focus on the following key features:

  • Contact and Lead Management: Efficiently organize and track customer information, including names, addresses, communication history, and lead progression through the sales pipeline.
  • Sales Automation: Streamline sales processes with features like pipeline management, sales forecasting, and opportunity tracking.
  • Marketing Automation: Automate email campaigns, manage multi-channel marketing efforts, and track campaign performance to optimize results.
  • Customer Service Management: Provide exceptional customer service through ticketing systems, knowledge bases, and self-service portals.
  • Reporting and Analytics: Generate insightful reports and visualize key metrics to gain actionable insights into customer behavior and sales trends.
  • Integration Capabilities: Ensure seamless integration with other essential business tools like email, social media, and accounting software.
  • Mobile Accessibility: Access crucial CRM features on the go with a dedicated mobile app or responsive design.

Choosing the Right CRM Software

When selecting a CRM, consider the following factors:

  • Business Size and Needs: Small businesses may benefit from a user-friendly CRM with essential features, while larger enterprises may require a more comprehensive solution with advanced functionalities.
  • User Experience: Prioritize a CRM with an intuitive interface and customizable workflows to minimize the learning curve and adapt to your specific business processes.
  • Cost: Evaluate pricing models, including subscription-based, one-time payment, or freemium options, and consider the total cost of ownership, including setup, training, and ongoing support.
  • Security: Ensure the CRM adheres to data protection regulations and provides robust user permission controls to safeguard sensitive customer information.
  • Vendor Reputation and Support: Research the vendor's track record and customer support options to ensure reliable assistance and a positive experience.

Implementing CRM Software

Successful CRM implementation involves several crucial steps:

  • Define Your Objectives: Clearly identify the business goals you aim to achieve with the CRM, such as improved customer satisfaction or increased sales efficiency.
  • Evaluate CRM Options: Based on your requirements, shortlist CRM solutions that offer the necessary features and fall within your budget.
  • Request Demos and Trials: Take advantage of free trials or request demos to experience the software's functionality firsthand.
  • Involve Stakeholders: Include representatives from sales, marketing, and customer service in the decision-making process to ensure the CRM meets the needs of all departments.
  • Plan for Implementation: Develop a comprehensive implementation plan that encompasses data migration, user training, and process setup within the CRM.
  • Monitor and Optimize: Continuously monitor the CRM's performance, gather feedback, and optimize its usage based on insights and results.

Popular CRM Options

Several popular CRM solutions cater to different business needs:

  • Salesforce: A highly customizable CRM suitable for large enterprises with complex requirements.
  • HubSpot CRM: A free and user-friendly CRM with robust marketing automation features, ideal for small to medium-sized businesses.
  • Zoho CRM: Offers a balance of features, ease of use, and affordability, making it suitable for small to medium-sized businesses seeking an all-in-one solution.
  • Microsoft Dynamics 365: A powerful CRM integrated with Microsoft's suite of products, making it a good choice for companies already utilizing Microsoft tools.
  • Pipedrive: A visually appealing and straightforward CRM with a focus on sales pipeline management, well-suited for sales-driven small businesses.

Conclusion

Choosing the right CRM software is a critical investment in optimizing customer relationships and fostering business growth. By understanding your business needs, evaluating key features, and considering factors like cost and vendor support, you can select a CRM that aligns with your current requirements and scales alongside your business. Remember to involve stakeholders, plan the implementation carefully, and continuously monitor and optimize the CRM to ensure its success in achieving your business goals.

Features

Typical Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

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.

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

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

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.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

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