MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
87% 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 Agile CRM and how does it work?
Agile CRM is a gamification-driven software that offers excellent customer relationship management functionalities as well. It can provide Marketing, Sales and Service automation in a single platform. The software comes featured with gamification features like collaboration tools, leaderboards or activity tracking and is perfectly suitable for sales. Free version and free trial of the software are available. It comes with three deployment options, which include Cloud, SaaS Web; Mobile - Android Native and Mobile-iOS Native. Besides gamification features, Agile CRM also features web analytics, contact management, telephony, sales tracking, marketing automation, two-way emails, etc.
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User Sentiment
Dallas, Texas
Live Since 2013
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
What is Salt CRM and how does it work?
Salt CRM is a customer relationship management software with project management features that allows team collaboration. Salt CRM is modified to fit you’re your company profile using your domain, logo, and color scheme to make sure you, as well as your customer are satisfied. With Salt CRM, you can manage your projects and time spent working upon it by each team member. There is also a customer area where clients can view details related to their projects and invoices are generated to also keep them on track. Salt CRM is designed in detail to make it optimized to fit screens of various sizes. Its UI is freely customizable as you can pick themes to fit your company profile and you can also re-organize the admin menu to fit your style. The security of your project and its privacy is also assured as a server side encryption and Google reCaptcha are in place to keep sensitive data safe and protect against hacking from bots. Your data is also automatically backed up after a fixed time interval for safe keeping. Salt CRM creates project context with spaces to store and talk about design ideas. It is simple, fast and easy to use.
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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
What is ClearRove and how does it work?
ClearRove is a CRM for distributors and owner-operated wholesale houses (about 35 to 150 people) with a counter and outside reps. Debrief the call in plain language. Rove drafts the CRM updates. A human confirms before anything writes. Not an ERP. Not order entry, routes, or inventory. Sells anywhere in the United States. Flat team pricing: Starter $499/month, Growth $999/month (Rove included), Scale $1,899/month.
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Unsure which SaaS tool fits your needs? Let Clara guide you.
SaaSworthy’s own chatbot that helps you find, compare, and choose better in seconds.85% 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 BuddyCRM and how does it work?
BuddyCRM is a sales management tool built for a sales team of 5 or more reps. It’s an online CRM solution to easily manage existing clients, leads, and prospects’ data. The tool enables sales managers to store all modes of interaction between the company and clients in one place including calls, emails, activities, and attachments. Users can build sales presentations and send out itemized quotes with product pictures and specifications. They can track the performance of their sales team and ROI on their marketing budget while on the go. Also, you can quickly filter contacts to send targeted emails through Pure360, Mailchimp, Redeye, and Flowbird integrations. The strength of this software is that it can be accessed from any browser and it has a strong customer support team. Additionally, there is a mobile app for iOS devices. BuddyCRM even comes with a dedicated CRM manager who oversees all aspects of software management while users manage sales.
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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
What is DokioCRM and how does it work?
DokioCRM is cross-platform software. It can be installed on a remote VPS-server and can work with it from any OS and any modern browser. Free and open source CRM for small business. Manage customers, sales and finances. Have access to full analytics of company.
SW Score Breakdown
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
What is Saleoid and how does it work?
Saleoid was built to solve a common problem. Most businesses must choose between a basic CRM that cannot manage their full workflow or an expensive all-in-one suite that feels complex and overpriced. Growing teams need one connected system where customer interactions, documents, messages, invoices, and campaigns stay linked in a single place. Saleoid connects the entire revenue journey, from lead generation to closing deals, marketing, and billing. Instead of scattered files, email threads, and disconnected tools, everything is organized under each client record. Teams can request documents, automate reminders, and reduce manual follow-ups. Saleoid eliminates tool overload by unifying sales, marketing, billing, and document management. It supports automation, modular add-ons, and multi-company management without forcing costly upgrades. Pricing starts at $5/month (2-year plan), letting businesses add features only when needed. With flexible plans, a 15-day risk-free trial, and onboarding support, Saleoid offers a simpler, scalable alternative to complex CRM suites.
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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
What is Zivux and how does it work?
Zivux AI is an advanced AI-powered CRM and business automation platform designed specifically for startups, SMEs, enterprises, and growing businesses looking to streamline operations, improve customer engagement, and automate business workflows from a single intelligent system. Built with modern automation technologies and AI-driven capabilities, Zivux AI helps organizations manage sales, customer relationships, support operations, HR processes, marketing campaigns, payment tracking, and team collaboration efficiently through a centralized dashboard. The platform is designed to eliminate manual business processes and improve productivity by automating repetitive tasks, optimizing communication, and providing real-time business insights. With its smart CRM system, businesses can efficiently manage leads, track sales pipelines, monitor customer interactions, schedule follow-ups, and improve conversion rates using intelligent workflow automation. Zivux AI also offers advanced WhatsApp automation and communication tools that enable businesses to engage with customers instantly, automate responses, send notifications, manage inquiries, and improve customer support experiences. Its integrated customer support system helps businesses handle tickets, complaints, and service requests more efficiently while maintaining better customer satisfaction and faster response times. The platform includes powerful HR and employee management features that help organizations manage attendance, employee records, task assignments, payroll workflows, performance tracking, and internal communication from a unified interface. Businesses can automate HR operations, improve workforce management, and simplify team collaboration across departments. Zivux AI also supports marketing automation, enabling businesses to create campaigns, manage leads, automate follow-ups, track engagement, and improve customer retention. The platform’s intelligent analytics and reporting system provides real-time
Read moreSW Score Breakdown
88% 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 Oracle Siebel and how does it work?
Oracle Siebel is a comprehensive CRM application that helps businesses to personalize and enhance their customer experience. The application helps users to improve account planning, pipeline visibility and productivity from a single place. Businesses can collaborate across department wise teams, including service, marketing, inventory and finance to get a 360° view. Users get to plan, orchestrate and deliver actionable marketing insights customized to the needs of B2B and B2C organizations. The specialized features of Oracle Siebel include intelligent real-time optimization and dispatch of field service resources, inventory management, depot repair and service analytics. The solution also allows sales teams and calls centres to perform tasks efficiently, making it easy for customers to buy goods and services easily. Users can create customized and intuitive customer experiences with a set of flexible solutions that directly meet their business requirements. The CRM application has a metadata-driven architecture that enables rapid application design and powerful performance.
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User Sentiment
Redwood Shores, California
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
What is Stateframe and how does it work?
Turn account-product spreadsheets into live relationship maps, whitespace views, and state-driven sales workflows. No cloud, no data migration, your data under your control.
SW 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 AntEater and how does it work?
AntEater boosts business relationships with the help of artificial intelligence. It enables the users to track the activities of their customers, partners, teams and prospects on Outlook, Slack and Gmail with the help of an AI-powered team contact list and CRM. AntEater is a CRM/CRI that finds what the user needs and eventually gets better with time. It helps the team members to look for hidden connections, skills, and relationships in the organization. AntEater saves a lot of time by connecting to the right person in the team and closing deals faster, thus resulting in improved margins and more effective teamwork. It is deemed to be ideal for startups, small businesses and growing teams that require relationship intelligence for the betterment of the organization. One can use the application to find new companies with similar interests to do businesses with, and keep track of details about where and when an individual in the team was last contacted.
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85% 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 SalesNexus and how does it work?
SalesNexus is an easy-to-use CRM and marketing automation tool for companies that prefer solutions with multiple delivery points. The CRM system enables users to manage their customers, companies, leads, and partners at a centralized location. On the other hand, the marketing system allows them to engage with leads and nurture them into paying customers. Users can easily track and manage leads to realize maximum possible conversion rates. Automation can also be leveraged to trigger customer processes automatically. This includes automated delegation of calls, tasks, and emails to the most relevant team members. Users can automatically manage new leads, recent proposals or meetings, new clients, renewing past clients, handling lost clients, and more. By syncing right into the Outlook or Google Calendar of teams, users can delegate tasks to the respective team members. The tool can also easily integrate with all leading accounting, ERP, website, and legacy systems.
Read moreSW Score Breakdown
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
What is MangoCRM and how does it work?
MangoCRM is an easy-to-use customer relationship management and billing platform that helps its users to manage all customer information and send invoices to get paid. The software enables its users to add physical products to their inventory or create services to generate bills for their customers. Users can delete, add, and manage all their team members from a single platform along with a 360-degree view of the entire business. MangoCRM enables easy list management where one can use tags in order to ensure that one can find the right contact at the right time. Users can make announcements and send notifications in order to keep the entire team and customers on the same page with company-wide announcements. The software enables users to create and deploy new services and products across all teams and also allows customers access to pay directly for the products or services. One can invite customers to log in and pay for the product and services through the software.
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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
What is AJGAR Clothing CRM and how does it work?
AJGAR Clothing CRM is a powerful and easy-to-use platform designed specifically for clothing brands and apparel businesses. It helps manage customer details, track orders, and streamline communication - all in one place. With smart automation and real-time data access, businesses can save time and improve productivity. From lead generation to final delivery, AJGAR Clothing CRM covers the entire workflow with features like stock management, artwork approval, production tracking, and custom order history. Whether you sell online, offline, or both, it brings your entire clothing business under one system for better growth and customer satisfaction.
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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
What is Groweon and how does it work?
Groweon is a CRM and lead management software designed to automate and streamline the lead management process for businesses. It captures leads from various sources, including websites, calls, and social media platforms, ensuring no opportunity is missed. The software offers automated lead distribution, assigning leads to the appropriate team members based on predefined rules, such as round-robin or priority-based systems. With features like lead scoring, businesses can prioritize high-quality leads, enhancing conversion rates. The platform provides timely follow-up alerts and reminders, ensuring consistent engagement with potential clients. Integrated communication tools, including WhatsApp, email, and SMS, facilitate seamless interaction with leads.
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81% 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 Buopso and how does it work?
Transform how the business connects with customers using Buopso CRM, the ultimate tool for streamlining customer relationship management. Buopso eliminates tedious manual tasks, empowering teams to collaborate effectively and boost productivity. With a centralized platform to store all customer data, one can manage information, track progress, and organize workflows effortlessly. Simplify the sales process with a clear view of deal stages, uncover up-selling and cross-selling opportunities, and make smarter decisions using real-time dashboards with visual charts. Easily integrate data from multiple sources or import from Excel to keep everything in one place. Buopso CRM ensures the team stays aligned by assigning tasks, organizing workflows, and automating actions with predefined conditions. Say goodbye to missed follow-ups and manual errors to close deals faster. Perfect for small businesses and growing enterprises, Buopso CRM turns connections into long-term growth. Unlock smarter, more efficient work today!
Read moreSW Score Breakdown
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
What is Salesforce Sales Cloud and how does it work?
Salesforce Sales Cloud is a comprehensive sales force automation software helping out brands to expand their business outreach with ease and bring out the best in every sales representative. Brands can also depend on the same to get their customer relationship strengthened with Slack and Sales Cloud. Moreover, businesses are benefited from Salesforce Sales Cloud in an efficient way. The software helps them enhance the productivity levels of individual representatives on the go, stay connected with customers and clients throughout and receive relevant support from a professional team. Also, key features loaded within assures real-time deal closing and accurate business growth. Contact management, sales forecasting, opportunity management, revenue intelligence are some of the exclusive features loaded inside. Also, businesses get to automate and streamline their regular sales tasks like email alerts, activity tracking and workflows with the process automation functionality made available within.
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Salesforce Sales Cloud Pricing
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
What is Ivinex and how does it work?
Ivinex is a custom relations management software that is used to link between the contact centre and CRM systems. To fit your demands, the software includes capabilities to customise and configure. Use workflow automation for events in your process to collaborate with your teams to manage manual activities.It offers a vast variety of features such as - Its Unified User Experience (UUE) displays the correct information on a single screen and gives your agents a customisable view on one screen with all their tools in one place. Without ever-changing screens, your users can now accept a call, answer an email, live chat with a customer, and open a support request. One of their most beneficial features is that of outbound sales engagement - It combines sophisticated cloud data management with cadence automation. You can edit and test your campaigns before and after launch until you find what works best for engaging your contacts. They have clients from some of the largest public companies to everyday small and medium-sized businesses. Some of the – smart stops, is farmers’ insurance.
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72% 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 Atlas CRM and how does it work?
Atlas CRM software is a platform used to manage customer data and Atlassian tools. The user-friendly interface displays and monitors the sales opportunities by tracking them in a customizable sales funnel. Collaborate with teams to convert more leads in minutes. It integrates with Jira, Confluence and Service Desk. Marketers, Small and Medium companies make use of the software.
Read moreSW Score Breakdown
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
What is Miss CRM and how does it work?
With Miss CRM, you can increase your visibility into lead’s details, see a significant bounce in client service, satisfaction & customer retention than before. Get very detailed insights into your employee's activities and performance. Automate your SMS and Mail communication to optimize your communication.
SW Score Breakdown
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
What is Macanta and how does it work?
Macanta is a customer relationship management (CRM) software that enables business owners to build a personalised platform for automating and developing their systems. These custom CRM can be created without any coding. Business owners can create custom data objects to display the information about their business, and not just their contacts and opportunities available. Macanta also comes with powerful automation capabilities that rightly match users’ requirements. The software enables business owners to apply notes to their contacts and track their history and progress. It allows users to create custom Dashboards, from where team members can get an overview of the key data points of business as well as learn what needs to be done to complete a certain task. Apart from dashboards, Kanban-style boards can also be created to represent different processes and business progress. Finally, custom interface layouts, inline editing, trigger conditions, trigger actions, email actions, field actions, open API and more are some of the other features available.
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The Average Cost of a basic CRM Software plan is $25 per month.
53% of CRM Software offer a Free Trial , while 23% offer a Freemium Model .
| PRODUCT NAME | SW SCORE | AGGREGATED RATINGS |
|---|---|---|
Agile CRM
|
87 | 4.8 |
Salt CRM
|
75 | 0 |
ClearRove
|
73 | 0 |
BuddyCRM
|
85 | 4 |
DokioCRM
|
75 | 0 |
Saleoid
|
79 | 0 |
Zivux
|
74 | 0 |
Oracle Siebel
|
88 | 3.8 |
Stateframe
|
78 | 0 |
AntEater
|
76 | 0 |
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.
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.
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.
When evaluating CRM software, focus on the following key features:
When selecting a CRM, consider the following factors:
Successful CRM implementation involves several crucial steps:
Several popular CRM solutions cater to different business needs:
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.
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 outcomes based on performance and historical data.
Leveraging Internet of Things devices for enhanced data collection and analysis
Helps to customize the system for use in industry-specific use cases
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