Home/CRM Software/BuddyCRM
Updated on: August 4, 2021
What is BuddyCRM ?
BuddyCRM - CRM Software
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85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

BuddyCRM

CRM Software for Sales Professionals
(7 Ratings) Write Review

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.

BuddyCRM Features Show All Features

BuddyCRM Technical details

Support Business Hours Online Customer Type Large Enterprises Medium Business Small Business
API Location / Phone Number Birmingham, United Kingdom / +44 121 288 0808
Deployment SaaS/Web/Cloud Mobile - iOS Category CRM Software

BuddyCRM Pricing

Pricing ModelQuotation Based
Buddy Sales
Custom

Features

  • Access to records
  • Shared Calendars
  • Full pipeline management
  • Sales dashboard
  • iOS Application for use on the road
  • Lead Management
  • Sales Analysis
  • Target Management
  • KPI Tracking
  • Cases
  • Product Catalogue
  • Quoting Tools
  • Centralised file repository with permission based access
  • 5GB bandwidth per user per month
  • Hosted in the cloud
  • Integration with Mailchimp and Pure360 for seamless Email Marketing
  • Integration with existing accounts and / or order processing systems
  • Phone and email support
  • API access to add custom links to other business applications
Buddy Exec
Custom

Features

  • Includes features of Buddy Sales plan, plus
  • Management Dashboard
  • Team views
  • KPI and Target Management
  • Opportunity Tracking
  • Management Dashboard
  • Marketing campaign creation
  • Full Admin access and permissions management
  • Ability to create custom fields
  • User management
  • Reporting tools
  • Data Exporting
  • Enhanced storage per user
  • 10GB bandwidth per user per month
  • Advanced phone and email support
  • Unlimited support with Data upload and management
  • Dedicated CRM Account Manager
  • Full support with report building and custom aspects of your BuddyCRM
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Disclaimer: The pricing details were last updated on 30/06/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about BuddyCRM pricing.

BuddyCRM FAQs

BuddyCRM is CRM Software. BuddyCRM offers the following functionalities:

  • Contact Management
  • Call Logging
  • Product Catalog
  • Project Management
  • Marketing Automation
  • Customer Support
  • List Management
  • Quotes (Proposals)

Learn more about BuddyCRM features.

Yes, BuddyCRM provides API.

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BuddyCRM Reviews

OVERALL RATING
4.2
Based on 7 Rating(s)
Rating Distribution
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  • 100 %
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Grace Miles Source : saasworthy.com
(Reviewed on 15 July 2020)
Buddy CRM Is great!

I have been using Buddy for 2 years now and we have found it a huge help to the company. Buddy has allowed us to generate Quote numbers in sequence so we do not have to use an excel sheet.

We can easily contact customers, know when to follow them up and see what we have missed. The system is really easy to navigate. The help desk are always on hand should you have any question or queries.

I would get Buddy if you are not  keeping in touch with your clients and if you need to keep your contacts all in one place as this was a key issue for us before we got the CRM.

...more
Dipesh VajaSource : saasworthy.com
(Reviewed on 19 August 2020)
Versatile Team

I've worked with several different CRM systems and each of them is similar in their core offering. I've been with my new company for about 8 months and have 'inherited' BuddyCRM as part of my role.

There are several areas that we need to work on improving with regards to the CRM and using it correctly, however in my opinion the biggest poitive that I've seen is that the BuddyCRM team are always accessible and have taken on all my points (whether specific to this business or on a whole) and implemented changes where possible.

...more
Andrew EtheringtonSource : saasworthy.com
(Reviewed on 17 August 2020)
Global expansion

Buddy CRM was our chosen system as our UK business started to expand.  

The overall system allows you to bespoke a lot of content which is ideal for our business, plus we love that we are able to create reports that work specifically for us.  Integration with our Accounting software has also assisted our business streamline itself.

The last couple of years has seen our business move into global franchises - Buddy CRM allows us to have duplicate accounts for each franchise and access to those accounts for a full HQ overview.

The team at Buddy are always on top of their game and provide sound and influencial advice which helps keep our business developing.

...more
Caroline WatsonSource : saasworthy.com
(Reviewed on 17 August 2020)
Lovely to use!

We've been using Buddy for a couple of years now and we love the fact it's simple to use, we can adjust it as the business changes and the support team are just fantastic.

Nothing is too much for them, we're really made to feel like a valued client :)

...more
Philip LillySource : saasworthy.com
(Reviewed on 14 July 2020)
Adaptable CRM package

Buddy CRM is a great CRM package that can be addapted to any business situation. Buddy CRM have customzied several areas of the platform to align with our needs. The support is fast and effeceint with a memeber of the team always contactable.

It is simple and intuative to use as a CRM system with the ability to pull in additional customer information (financials, salve volumes etc). This make it invaluable in the field when visiting customers.

I would highly recomend this CRM platform.

...more
Jacqueline BarnettSource : saasworthy.com
(Reviewed on 28 July 2020)
Logistics company using BuddyCRM for various departments

CRM is generally considered to be solely a sales tool, but here at Buffaload Logistics we are using it across Sales, Compliance and Marketing departments. We asked the Buddy team if we could link digital documentation within Buddy for our compliance office, and they tweaked the system and made it not only possible, but easy. We have had a lot of direct personal help to get our less confident users up to speed, and if there are difficulties Buddy support team are available immeditely to help.

I've scored Buddy with 4 stars not 5 because there is a lot more of Buddy that we haven't even started using yet, so I'm expecting it to be 5 on my next review!

...more
Jourdan PSource : g2crowd.com
(Reviewed on 08 July 2019)
"BuddyCRm review"

What do you like best?

I like how it allows me as a manager to get visibility of interactions between sales members and customers more efficiently.

What do you dislike?

The social media integration could be a bit better in my opinion

Recommendations to others considering the product:

If you need a CRm that has good integration with Mailchimp this would be it

What problems are you solving with the product? What benefits have you realized?

I'm solving the problem of organizing all of our touchpoint information for each customer in one secure place, by using this software.

...more

Videos on BuddyCRM

Get a buddy not just a crm
Get a buddy not just a crm

BuddyCRM Screenshots

BuddyCRM : Mobile screenshot
BuddyCRM : Calendar screenshot
BuddyCRM : Companies screenshot
BuddyCRM : Opportunity screenshot
BuddyCRM : Reports screenshot
BuddyCRM : Dashboard screenshot
BuddyCRM : Marketing screenshot
BuddyCRM : Quotes screenshot
BuddyCRM : Mobile screenshot
BuddyCRM : Mobile screenshot
BuddyCRM : Calendar screenshot
BuddyCRM : Companies screenshot
BuddyCRM : Opportunity screenshot
BuddyCRM : Reports screenshot
BuddyCRM : Dashboard screenshot
BuddyCRM : Marketing screenshot
BuddyCRM : Quotes screenshot

BuddyCRM Integration

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Disclaimer

The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com