MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
Best CRM Software At A Glance
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 Abisol CRM and how does it work?
Why Abisol CRM? Why choose between CRM and e-commerce when you can have both. Abisol CRM integrates sales, marketing, service, and e-commerce capabilities into one unified platform. Abisol CRM eliminates the need to juggle multiple tools. With advanced Sales Automation, we simplify and accelerate your operations, helping you focus on what truly matters—growing your business.
Read moreSW 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 AELESTRA and how does it work?
AELESTRA is an all-in-one business and marketing platform built to help small businesses, freelancers, and service providers grow with ease. From a single, intuitive dashboard, AELESTRA empowers users to manage their clients, launch email and social media campaigns, build beautiful websites, automate workflows, and create loyalty programs, without the need for multiple subscriptions or technical experience. Whether you're a startup or an established brand, AELESTRA delivers the tools you need to attract customers, increase sales, and streamline daily operations, all with unmatched simplicity and support. With powerful features like CRM, email marketing, social media scheduling, reward systems, and AI-driven automation, AELESTRA is more than just software, it’s your business growth partner.
Read moreSW Score Breakdown
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
What is SmartCRM and how does it work?
SmartCRM by Binotel is a comprehensive CRM system tailored for Ukrainian businesses, optimizing sales, client management, and communication. Its customizable sales funnel tracks deals from lead to closure, ensuring clear progress visibility. A centralized client database stores communication history, deal details, and customer needs for personalized engagement. Integrated telephony enables call handling, recording, and missed call tracking within the CRM, linking interactions to client profiles. Task automation generates daily task streams, minimizing manual effort, while advanced analytics provide reports on sales performance and trends for data-driven decisions. With a one-hour setup, unlimited 7-day support, and over 100 integrations, including Binotel’s Virtual PBX, SmartCRM is scalable and user-friendly. Pricing starts at 399 UAH/month per user, with a promotion offering two additional months free when ordering one month. Trusted by over 20,000 companies, including Nissan and BMW, it empowers sales teams, business owners, and customer service staff in retail, services, and B2B to enhance efficiency and drive growth.
Read moreSW Score Breakdown
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.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 Rolodex and how does it work?
Rolodex is a sophisticated relationship intelligence platform that empowers teams by leveraging their collective networks through advanced AI and automation. It meticulously tracks all interactions by syncing with LinkedIn, Gmail, and Outlook to provide a comprehensive history of meetings, emails, notes, and tasks within a centralized system. The platform offers robust network management, automatically syncing contacts and monitoring professional changes in real-time to highlight timely re-engagement opportunities. For workflow optimization, Rolodex includes a customizable Board View for managing deals and client engagement pipelines. Its innovative Map View offers a geographic overview of team connections, facilitating strategic outreach. Furthermore, Rolodex consolidates all company-level touchpoints into a unified view, offering complete visibility into team interactions and historical engagements. Task management features ensure efficient follow-ups and relationship nurturing within a secure, collaborative workspace, where all data is protected by end-to-end encryption and industry-standard compliance. This suite of tools provides a holistic solution for managing professional relationships with unparalleled efficiency and insight.
Read moreSW 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 CRM9 and how does it work?
CRM9 is a comprehensive customer relationship management platform designed to help businesses organize, track, and manage all customer interactions in one unified system. It provides tools for storing communication histories, including calls, emails, shared documents, invoices, and sales activities, ensuring that every customer detail is easily accessible. CRM9 emphasizes data privacy and secure management, allowing companies to work confidently without relying on multiple third-party applications. The software supports essential business needs such as time tracking, task scheduling, team collaboration, issue management, and detailed project oversight. Its streamlined interface helps teams stay coordinated, maintain accurate records, and deliver consistent customer service. With CRM9, businesses can strengthen relationships, simplify workflows, and make informed decisions through accurate, real-time customer insights.
Read moreSW Score Breakdown
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 OrgGen CRM and how does it work?
OrgGen CRM is a comprehensive customer relationship management (CRM) software designed to help businesses streamline their sales, marketing, and customer service operations through automation and centralized data management. The platform enables organizations to capture, track, and nurture leads from multiple sources, manage customer interactions, and monitor the entire sales pipeline from initial contact to deal closure. It offers features such as lead management, workflow automation, follow-up tracking, reporting dashboards, campaign management, and mobile CRM access, allowing teams to improve productivity and conversion rates. With its user-friendly interface, customizable workflows, and seamless integrations with third-party platforms, OrgGen CRM helps businesses enhance customer engagement, improve decision-making through real-time insights, and drive overall business growth.
Read moreSW Score Breakdown
91% 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 Act! and how does it work?
Act! CRM is designed keeping in mind the needs of small size and mid size businesses to build lasting relationships with their customers. The software lets you personalize your platform and work-station the way you want so that your employees can adapt to it easily. Make informed decisions with Act! by using its interactive visual dashboard which displays snapshots of real-time metrics. You can also customize these reports in your unique way to get a better understanding of it. With Act! CRM, you get a number of powerful marketing and sales features that help you fuel your business growth. You can also send mobile-friendly campaigns that can drive sales to your contacts and groups.
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User Sentiment
Denver, Colorado
Live Since 2001
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
What is Trooya and how does it work?
Trooya is a social customer-service providing software and comes designed with a smart automated workflow. Your team can collaborate better to offer quality attention to customers queries and grievances. The software facilitates in prioritizing significant customers. This social media contact centre tool can automatically allocate customer service agents to attend to certain customers, for speedy resolution. Users will find Trooya quite efficient in protecting their brand goodwill in the market, by ensuring proper monitoring of social media influencer interactions. It further comes equipped with useful analytical tool for maximizing team productivity.
Read moreSW Score Breakdown
94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Nimble and how does it work?
Nimble is a comprehensive Customer Relationship Management (CRM) solution for G Suite and Office 365 teams. It helps users connect with their customers wherever they are in the world and is the only CRM that works across every social network. It generates auto-enriched contact profiles by sourcing information from the internet. Users just need to search any name and the Nimble browser extension will present enough business insights, contact information and interaction history to get them started. The software helps its user gain a 360-degree view of their leads and customers by enabling them to allocate teams interaction history and contact information. Users can also update deal status in real-time, add notes to a record and access social handles. Nimble can also be utilised by personnel to forward personalised, template group emails from their own email account. Other important functionalities include email tracking, pipeline management, today page, to-dos management, calendars etc.
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User Sentiment
Santa Monica, California
Live Since 2008
93% 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 OnePageCRM and how does it work?
One PageCRM is an advanced sales CRM that assists all business sizes and maintains all sales controls. It keenly focuses on what needs to be done next, pursue with every lead, close more deals, and maintain all teams harmoniously on the same page with one sales action at a time. OnePage CRM is significantly useful as it helps teams manage the lead pipeline and stay concentrated on following up with every prospect each day. The tool helps to maintain all contacts in one place and manage the audience as well. OnePage CRM primarily focuses on sales activity, the software guides users to configure the next actions for each customer; it helps conclude the next step that will keep them closer to a sale. The actions are organized by their requirement into a color-coded action stream list, offering the users a precise action plan for the day.OnePage CRM is an effective tool that every business must look after to opt for. It is time-efficient and automates work proficiently. The software significantly generates leads from anywhere on the web and the pricing plans start from $9.95 per month.
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User Sentiment
New York, New York
Live Since 2010
83% 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 Propertybase and how does it work?
Propertybase is a cloud-based Real Estate CRM and Marketing tool. This software supports automated mass email campaigns, drip campaigns, and reporting tools with a pre-defined template to generate leads. Integrate your MLS, IDX Search, and dynamic market reports to scale heights. Collaborate with your team to manage your client's activities. Manage all your documents in a systematic process to close deals. The fully functioning dashboards help you monitor team performance and generate real-time reports spontaneously. This software is trusted by hundreds of businesses across the world.
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 Cloudmango and how does it work?
Cloudmango is an invoicing and CRM software designed solely for small businesses and freelancers. It helps streamline the process of invoice generation and expense tracking, ensuring you spend less time on mundane paperwork and still create professional-looking invoices and estimates for your clients. The smart accounting feature not only ensures that you get paid for the services or goods you offer but also that all your income and expenditure is duly documented. This comes in handy when filing taxes and also gives your brand image a boost. The easy-to-use CRM of Cloudmango also helps you follow up on deals, leads, and productivity using its intuitive interface. Most importantly, it tracks your expenses periodically and helps you take stock of your financial health and devise business growth plans accordingly. Cloudmango also processes all your financial data into meaningful reports that be used to maintain financial records as well as shared with auditors and other stakeholders.
Read moreSW Score Breakdown
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 Cogmento CRM and how does it work?
Cogmento offers Customer Relationship Management (CRM) software solutions for various industries. Users can avail multiple CRMs including Dental CRM which ensures relevant medical compliances. It also includes patient marketing, patient reputation management, healthcare info tracking, dental documents and workflows, and accountability and patient sensitive information management tools. Another offering automotive CRM includes car dealer CRM management, dealership CRM system, automotive sales software, and auto finance software. Call center CRM automates the user's inbound and outbound calling needs in 90 countries worldwide. Users can get a virtual phone number and start creating their call center features after sign-up. Insurance CRM lets agents and other parties sell to consumers and businesses and keep track of the interactions on the Cloud. Users can also automate tracking of essential customers, policies, claims, and more. Other CRMs include Real Estate CRM, professional services CRM, and contract builder CRM.
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
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 DokaCRM and how does it work?
DokaCRM works as contact management that can be used by a small business to enhance the growth rate. It offers a better method to maintain your contacts, sales, and tasks. Everything mentioned above is performed on a single and robust platform. DokaCRM is not only affordable but is also easy to use and can be perfect for small business. In addition to that, it can aid users to improve customer happiness and also sign more deals. It comes with a simple screen from where you can track all of the information regarding a contact. Basically, DokaCRM is a flawless contact management software that comes with up to date lead management, which includes the contact info and status of the lead. Users can also add a note in order to enhance efficiency. Users can manage the leads by avoiding the confusion that the majority of the CRM's available in the market usually comes with. This software can be accessed without any sort of installation process from any device.
Read moreSW Score Breakdown
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
What is MoveCo BMS and how does it work?
MoveCo BMS is a cloud based application for managing your moving company effectively. Manage prospects and close more jobs to serve your clients. Manage Employees with automated time management and performance tracking. Manage claims and insurance management platform for movers. Track trucks for maintenance costs and performance. Small and Medium companies make use of the software.
Read moreSW Score Breakdown
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 eZnet CRM and how does it work?
eZnet CRM Platform for Integrated Business Operations. eZnet CRM provides the tools to help you manage your current and future customers using technology that integrates sales and marketing platforms. eZnet CRM offers excellent support and customer service provided by highly skilled and knowledgeable support staff. eZnet CRM provides a forum where questions relating to the product can be addressed as well as sharing ideas to improve future releases of the product. User the Social CRM feature to gain leads via Facebook, LinkedIn & Twitter.
Read moreSW Score Breakdown
93% 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 Pipeliner CRM and how does it work?
Pipeliner is a CRM designed especially for sales. It has a sales friendly interface and a built-in automation engine. The software offers uniform navigation to users, and every screen is logically organized to keep the user-focused. Users have an option to customize views if they don't like the default view. Users don't need to be from a technical background to use the software as admin. Anyone can administer the software and require no separate training or certification. The Pipeliner comes with instant dynamic visualized reporting, which lets users generate reports from anywhere in the system. Users can generate standard, pivot, and even advanced business intelligence reports. It also offers performance dashboard reports. The tool enables users to point and click interfaces to build processes, automate routine tasks, and increase efficiency. The software offers third party integration. The software is also available in the form of a mobile app, which increases users' efficiency and productivity. They can scan business cards and make voice to text notes effectively with the assistance of the tool.
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User Sentiment
Los Angeles, California
Live Since 2007
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 C2CRM and how does it work?
Companies depend on C2CRM to monitor cordial relationships with their clients throughout the entire cycle of sales. There are a variety of functions and facilities made available within the software, that can be personalised by business organisations as per individual needs. Its internal structure comes loaded with four different module types namely sales automation, relationship management, customer automation/mobility and marketing automation, facilitating great business. Out of all, the relationship management portal can be utilised to get a 360-degree view of business accounts, activities and contact-related information. The sales automation part can be relied upon to streamline the entire sales pipeline, while the marketing automation module takes care of the campaign-related opportunity and beyond. Finally, it is the customer service module that looks after the entire ticketing system, knowledge base and customer concerns. Other services made available within C2CRM are real-time help with implementation, online training, role-based access and 24 x 7 dedicated support over calls.
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User Sentiment
Coppell, Texas
Live Since 1993
95% 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 Keap and how does it work?
Keap is an intuitive Sales, CRM and Marketing Automation software that can be utilised by businesses to enhance their sales and save time as well. Companies get to generate more leads, sort them out and forward the right kind of messages to the right people. They can also trust on the particular to generate a robust customer experience and gather loyal patrons. Its inbuilt features and functionality include email marketing, reporting and analytics, sales pipeline, CRM, sales and marketing automation, appointments, payments and more. Users can leverage Keap to generate custom forms and embed them within their landing pages and websites. This also helps them trigger automated actions in real-time. Inbuild SMS and Email marketing feature help users forward broadcast messages to individual target groups, driving in greater sales. They can also automate the entire sales follow-up and enhance lead conversion rates through the sales pipeline.
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User Sentiment
Chandler, AZ - 85286
Live Since 2001
The Average Cost of a basic CRM Software plan is $25 per month.
52% of CRM Software offer a Free Trial , while 21% offer a Freemium Model .
| PRODUCT NAME | SW SCORE | AGGREGATED RATINGS |
|---|---|---|
Abisol CRM
|
79 | 0 |
AELESTRA
|
75 | 0 |
SmartCRM
|
82 | 0 |
Rolodex
|
79 | 0 |
CRM9
|
79 | 0 |
OrgGen CRM
|
74 | 0 |
Act!
|
91 | 3.3 |
Trooya
|
77 | 4.5 |
Nimble
|
94 | 4.4 |
OnePageCRM
|
93 | 4.7 |
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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