35 Close.io Alternatives & Similar Software
Planning Center is web-based donor management or church management system that helps them manage operations more efficiently and work particularly well for growing churches. The software equips churches with the powerful tools they need to face challenges of the new era and offers powerful task-focused solutions.
The application includes check-in, giving, people, registration, resources, and services that make the experience more exciting and enjoyable. Just like the other similar donor management system, it is also available to use on iOS devices that you can access it anytime, anywhere around the world.
As compared to all the other similar applications, it is a more robust and features rich platform. It offers complete solutions quickly and accurately counts checks and cash to make people give through online giving. The application’s unified system provides new insights through the intuitive dashboard while making it easier to track all the donations.
Planning Center also introduce group management tools to make group listing and signup simple, help track attendance, and keep member notified of important announcements. The system also has a set of core features that make it better than others.
NetSuite for Nonprofits is a cloud-based donor management system for your nonprofit or social organization. It is simple and easy to use software that allows you to manage all the tasks and activities in a single system. The solution brings together modern business software with powerful financial management capabilities designed to address the particular needs of non-profits, including grant and fund accounting.
NetSuite for Nonprofits integrated solution allows non-profits to improve efficiency, reduce operating costs, accountability, and get a comprehensive view of organizational performance. Just like the other similar platforms also offers lots of advanced and new tools that manage their complete donor management system.
NetSuite for Nonprofits has a powerful dashboard where you can get it all the features without any limitations. Global cloud, fund accounting, analytics, reports, speed management, and automated FASB reporting are the most prominent features of the platform. The software also has various SMB and enterprise plans; each plan has its own cost and core benefits.
iMIS Fundraising Software is an Engagement Management System that offers lots of features and capabilities to help your non-profit organization to engage more donors anytime, anywhere on a device. The software provides a massive collection of advanced tools that help you to plan and implement fundraisers by improving commutation lines with donors.
iMIS Fundraising Software specially designed to help you to turn your best donors into your most efficient and productive fundraising advocates. With the help of this platform, you can also be able to create, organize, and manage events based on the needs and preferences of your participants to provide the best experience.
Also, the software helps you to evaluate your campaigns and events with different tracking tools that let you send automated emails, gift acknowledgments, and donor receipts, etc. The most addictive thing about this EMS is that it allows you to create and manage personal or team-based fundraising web-pages that support various currencies and languages. iMIS Fundraising Software also has a set of core features that attract more audiences around the world.
CaseWorthy is a leading donor management software that allows health and human service organizations to create stronger and healthier communities, families, and individuals. The software understands all the challenges that are faced by HHS organizations. That ‘way it provides all the latest technologies, expertise and support to allows the agencies to overcome those challenges and make a healthy impact in their community.
It is also known as commercial client management and case management software that manages a variety of tasks without any limitation. Also, CaseWorth focuses on human and social service organizations and introduce lots of customizable tools that help agencies and organizations to serve vulnerable populations.
Because of a customizable platform, it allows you to change forms, workflow, and all the other things that fit your specific needs. Integration, end-user training, data conversation, data analytics, reports, custom reports, and web portal are also features of the platform.
SchoolAuction is an online web-based donor management software, designed to cover a variety of fundraising needs. It is best for small to medium-sized schools, charitable organizations, and all the other non-profits platforms. Compared to the others, it offers lots of services that can turn any fundraising activity into success.
The solution is entirely compatible with Windows, Mac, and Chrome and makes it easy for you to bookmark your event website, login donations, and more. SchoolAuction.com is one of the best alternatives to SignUpGenius and offers all the similar services with some new and advanced features.
One of the most addictive things about this donor management is that it introduces an enhanced inventory system that allows you to organize and manage all the items on your list. SchoolAuction also includes core features such as web-based solution, check-in and check-out, online registration, donation database, and much more. It has different SMB and enterprise plans; each plan has its own cost and core features.
Giveffect is another end-to-end solution provider for all sizes of non-profit organizations. It is simple and easy to use software that has thousands of users around the world. The software integrates with four different systems with one software such as Events, Fundraising and Friends Asking Friends System, Online Giving and Offline Gift Tracking System, Volunteer Scheduling and Management System, and Full Relationship Management Database.
The primary purpose of this solution is that it ensures the website adds automatically to the organization database. The great thing about this donor management solution is that it allows you the chance to interact with all the visitors on your websites and also keep track of all the activities and can tell the total amount of donation received.
Giveffect enables all the non-profits to access the donor information so that the next time they have a fundraiser or a Gala, they can invite their support. With the help of this solution, you can also update the donors on how the donations raised their cause. Like the other software providers, it also has a set of core features that attract more audiences around the world.
DoJiggy is one of the best nonprofit fundraising software specially designed for charities, schools, and community organizations. It is a flexible, affordable and reliable software that helps users raise money for any cause or goal they have, streamline the administrative work and enhance their relationship with donors.
The software offers different subscription packages where each package has its core features and functionalities. One of the best features is the capability to launch online peer-to-peer fundraising campaigns through the aid of customizable personal fundraising pages.
DoJiggy also allows users to launch donation campaigns online where they will be able to process recurring donations from their constitutions quickly. The solution enables you to download all the financial and donor reports to manage all the online donations.
With the help of this platform user, you can also be able to create and manage events and send them to others. DoJiggy includes prominent features such as website templates, managing ticket, and sales, leading team paring, display top teams, share links and gift management, etc.
DonorSnap is another solution to track donors, contacts, volunteers, event registrations and more in one place. It is accessible on the budget and aims to reduce all the unnecessary costs such as sending email statements instead of delivering by post. One of the most exciting thing about this platform is that it has a Mass Entry tool that speeds up the data entry process, while DataMiner helps find hyper-targeted contact groups.
It has no hidden or extra costs, and all the non-profit get the full feature set at the monthly subscription price. Just like the other similar platforms, it can also be integrated with other popular software, including QuickBooks and ConstantContact.
DonorSnap is also available to use on mobile platforms that allow users to access records from anywhere in the world. There is also a powerful dashboard customized as with applications to better streamline donor management task.
In order to make it better than others, the platform comes with powerful web-development tools that enable to easily author and edit web forms without any limitations. The software includes core features such as online forms, mail merge letters, reporting, analytics, data conversation and quick search etc. With simple, fast and easy to understand interface.
Sumac is a donor management software specially designed to facilitate nonprofit organizations in dealing their day to day operations. The software use all the latest technology that makes it easier for organizations to automate their workflow and customize their management capabilities.
It also offers lots of features that can help nonprofit organizations deal with different operations effectively, such as fundraising, event management, donor management, member management, and ticketing management. The platform also collects all essential functionality that enables companies to form a centralized database and excel in leading their workflows and manage all work in the right direction.
It is best for all sizes of organizations that fulfil all the basic need and expectations. Sumac is one of the best alternatives to SignUpGenius and offers all the similar services with some new features that make it better than others.
The solution includes core features such as online donation pages, simple searching, compliance management, donor alert, automatic receipting and much more. Free, Silver, Gold and Platinum these are four SMB and enterprise plans; each one has its core benefits and cost.
Give.Church is a church management solution that allows a church’s flock to give they want. It is a powerful, convenient platform for Kindrid that supports online, text and in-app giving. The solution increases their engagements with their parishioners, especially the Youngers.
It also lets leaders and administrator rigorously manage their funds and supports the creation of unlimited designations they can route donations to different simultaneous projects. With the help of this application, all the churches can also look forward to a high impact.
Give.Church is a cost-efficient giving solution that has minimal monthly cost coupled with a marginal fee for every transaction. It allows churches and ministries to maximise their donations and enable them to delegate increased funds to more critical projects. Unlimited designations, custom giving page, bank giving, recurring page, third-party app integration and daily deposits. These are the core features of the platform.
SilkStart is a donor management software for organizations and associations. It is a web-based application that offers a massive range of advanced services for organizations of all sizes. The ultimate objective of the platform is to reduce the complexity of running organizations.
It provides an enhanced one-step solution because it integrates lots of components together in one platform. One of the most exciting thing about this application is that it offers to automate signup and includes customized enrollment forms, automated payment processing and renewal reminders.
As compared to the other similar donor management software, it offers a powerful and modern interface that allows you to access it all features without limitation easily. It seeks to create a great user experience. Hence they adopt the latest technology—the application used on any websites through Joomla, WordPress and Drupal.
Like the other similar applications, it also offers content management feature that allows organizations to create modern and fully responsive websites. SilkStart also includes core features such as membership management, events management, job board, customs data, invoicing and payments, email marketing and smart notifications etc. The platform has different price plans, and each has its benefits and cost.
SignUpGenius is a Donor management software specially designed for group organization, event planning and management. The platform is used by hundreds of non-profit organizations around the world which makes the whole process of getting a group organized and mobilized by taking the need to reply to all phone trees and paper sign-ups from the equation.
It is simple and easy to use software utilized to organize and manage school sign-ups, church and temple events and university affairs—the solution used to manage simple family affairs including bridal and baby shower and wedding etc.
It makes it easy for individual users and large non-profit organizations to manage and organize their events, from simple family weddings to massive nationwide volunteer mobilization. SignUpGenius has hundreds of themes users can choose from when creating their sign up forms.
To make it better them others, it offers advanced admin tools that allow the administrator to customized and set dates, configure notification texts and email to participants. The application also has a set of core features that make it better than others.
Cloud9 is leading school management and administrative solution that helps you systematize the running of your school and enhanced efficiency. It is a simple, fast and secure way to manage all your school-related tasks. The solution is also best for students; once the app installed, you will start getting notifications for various activities such as homework, attendance and communication etc.
The best thing about this solution is that it is available to use on mobile platforms too and you can access it anytime anywhere. Cloud9 includes core features such as Accounting, Examination Management, Financial Management, Library Management, Student Record and much more.
Fundly CRM is a donor management system that serves all factions or nonprofits, clubs, charity and all the other accusations. It is a web-based application specially designed with efficiency and effectiveness in mind that help every nonprofit make the most of the insights, communications and connections that inspire action.
The interface is user-friendly, and the user does not need prior training to operate it, help to raise more money, track donations, enhanced membership and be constant communication with your supporters. It is one of the best alternatives to SignupGenius that offers all the similar services with some new features that make it better than others.
The best part of the platform is that it is fully customizable that allows campaign managers can create custom web pages that are mobile-friendly to launch donation campaigns and calendar. They can also add images, and video owns its mission and activities that make it more interesting.
Fundly CRM also includes prominent features such as event management, custom web pages, reporting capabilities, task and interaction capabilities, membership management and ease of communication etc. Moreover, the platform also offers integration with different platforms, including Facebook, that allows fundraisers to broadcast their campaign messages to their supporters.
Tigerpaw is a robust cloud-based professional service automation platform specially designed for small and mid-size customers. It is a complete solution that provides project management, time tracking, and billing management system to manage your complete tasks.
Its project management feature allows you to easily schedule technicians and all the other similar resources required to organize tasks, and help project managers to build workflows and monitor maintenance contracts. To make it stronger, it allows you to filter service orders by customer, technician, and service issues while the billing and invoicing functionalities help the billing process.
Further, it automated sends emails and alerts for the recurring invoice. Unlike the other similar PSA solutions, it also has a powerful dashboard and reporting modules to help you to track and monitor time, measure profitability, and asset utilization rates. Tigerpaw also has a list of unique features that make it better and powerful than others.
Insightly is a cloud-based CRM solution for small businesses that offer specific enterprise-level modules for large companies and multi-level organizations. It is an all-in-one solution that provides contact management, pipeline management, and task management to help you get clear sales visibility, track your deliverables, improve customer communication and collaboration within the organizations, etc.
It allows you to implement CRM best practices to organize contacts-customers, vendors, and suppliers with the 360-degree view. Check complete background, email history, essential data, and all the other relevant information. The solution also features integrated project management at every stage of engagement with the customer.
These include recent activity and track overall project performance and progress against your preset timeline. Like the other CRM solutions, it also has a powerful dashboard where you can access all features and services.
Insightly includes core features such as flexible calendar and event, task and milestone, automatic address book, opportunity report, web to contact form, add custom filed, auto-detection of the email address and limited OData support, etc. Insightly has different price plans, and each plan has its price and core benefits.
Zoho CRM is a leading web-based CRM solution designed to attract, retain, and satisfy the customer to grow their business. Its core functionality is lead and contact management, but it also sells pipeline management and purchase control. The user can already assume what these features can do when bundled together, uniquely when placed on the revamped and easy to use interface which is so typically about Zoho.
The best thing about this application is that its home screen includes ten different components, and the main module navigates panel still placed on the top for easier searching. Zoho CRM also offers a customization feature that allows the user to create a dashboard that makes it more stunning.
The solution offers a wide range of core benefits, most of which related to closing more sales and attracting more customers. With the help of this platform, the user can easily manage customer accounts such as to monitor all accounts from a shared database, view location, and purchase history for cross-selling or upsell opportunities. Zoho CRM also includes a list of prominent feature that makes it better than others.
Daylite is a CRM software for small businesses that helps you to organize all your notes, emails, sales opportunities, calendars, tasks, and contacts in a single platform. On top of that, you can like people to track relationships, emails to projects notes to calls, and all the other similar activities.
It makes it easy to find anything that saves you a lot of time. Daylite is a reliable and robust solution that comes with all the primary tools and services that help you to manage all business tasks without any limitations. You can keep all customer info in a centralized place such as your call, notes, sales, meetings, and project-related them.
Likewise, you can store all projects into a single place, including people involved, tasks, and correspondence. With this solution, you can access your info anywhere with your mobile device, plus you can have offline access and when an internet connection is restored.
The application is automatically synced and update your device’s information in the system. Project management, task management, teamwork, mobility, linking, smart lists, reporting, and calendar management also features of the solution.
Reputology is a powerful tool designed to help businesses, particularly those with various locations, monitor customer reviews, collect customer feedback, and other commentaries to enhance their products and services. It is integrated with all the social listening and monitoring tools and customer engagement functions to help them stay on top and determine the root causes of positive feedback as well as complaints.
The software is ideal for brick and mortar businesses that enable users to monitor business reviews published in multiple leading review websites and social media channels such as Yelp, Google, Facebook reviews, etc. Reputology is an excellent partner for any business that needs to monitor reviews for several locations, including hotels, restaurants, retail, and more.
It is a comprehensive feedback management tool that comes with all the major devices and functionalities. With this review management tools, businesses have a platform that allows them to track viral channels or websites where customer feedback and complaints are published.
It also has a tool to enable companies and to handle any customer with a negative experience. With an active recovery, users can not only save their businesses by helping a disgruntled client gain more positive experience but also able to turn them into your biggest advocate. There is also a list of prominent features that make it better than others.
Salesnet is an inexpensive, easy-to-understand customer relations management software that provides companies with all the primary tools needed to boost their sales. It is done by enhancing sales teams while increasing all the business activities and visibility.
All these services achieved through the platform’s reporting capability and a dashboard viewed in real-time. The products can be easily accessed that enables you to view and update all primary sales information using your smartphone, through the Web or offline.
Salesnet is highly-flexible and easy to use solution that allowing you to regulate your business practices that makes it easier for you to benchmark and monitor your sales and marketing activities. With this, you can also be able to exploit sales leads that make deal closing a much faster process.
This capability enables companies to manage operations and ultimately surpass your sales goals efficiently. Aside from these, your sales teams are made well-organized and allow them to close more deals and work closely with clients and prospects.
The platform likewise keeps teams focused, preventing sales personnel from being lost in the selling process despite notable increases in accounts. As like most of the CMR solutions, it comes with additional tools that make it stronger than others.
SpringCM is a simple yet easy to use CRM software solution that gives businesses a robust solution to effectively manage contracts, documents, and all types of content. It comes with a set of comprehensive features such as powerful workflow and mobile and security functions that take time-consuming manual steps out of the picture so that business processes become faster and more streamlined.
The key elements in this software include document sharing and storage, advanced workflow, fax, email, electronic signature, annotation, version control, and desktop sync with highly improved security. SpringCM is a distinct cloud service for businesses to help them attain better document management and collaboration that can lead to the automation of multiple workforce processes.
With this, users save time and recourses significantly and make their business more professional. As a leading document management platform, it quickly deals with the myriad problems that usually come with all the major details processes such as contract documents, payment, invoice, and more.
There is also a detail report and analytics features that make it stronger than others. Collaboration, sync, security, contract management, workflow automation, mobile access, and dashboard are core features of the solution. SpringCM is a professional CRM solution for all sizes of businesses.
Movegistics CRM is a comprehensive CRM (customer relationship management) software solution created for real estate industry players. The software provides users, from individual agents, brokers, developers, and franchises to large realty firms and agencies, with marketing and advertising solutions.
It is one of the best pioneering real estate-specific CRM solutions that incorporates every area of real estate marketing and sales with a unified and robust solution. The software gives real estate professionals the platform they need to effectively and efficiently address the problems they mostly face while remaining significant and highly productive in the competitive marketing landscape.
Movegistics CRM is not just a CRM solution for real estate. It provides features like Property Matching, Pre-Integrated Website and Content Management System, Franchise Network Framework, Two-Way Email Synchronization, XML Generator, Email & SMS Marketing Campaign Management that make it more addictive.
The best part about this software is that it is fully customizable, you can scale up and down that make tweaks on the solution’s configuration and tailor the overall system to make it work for you the way you want it to.
Movegistics CRM also includes key features such as intelligent CRM, analytics and reports, ad and flyer creation, templates, XML generator, and pre-integrated website and content management system, etc. There are three different price plans, and each plan has its features and cost.
SapphireOne is an all-in-one comprehensive software that offers CRM, ERP, and financial accounting solutions created for small to large enterprises. It is unique and easy to use solution that organizes the business processes of organizations into a single unified database.
That helps users manage all their financial aspects of business, their duties to their staff, and the transactions and projects they are involved with. The software comes with the aims to simplify the flow of details between the processes within an organization.
SapphireOne’s modules provide comprehensive features and functions that cater to the needs of different types of businesses that enable users to manage their accounts payable and receivable, job projects, assets, payroll, historical transactions, and functionalities within the solution.
The software also can run several companies in just a single file. Thus, it centralizes all the data from different companies and organizations worldwide or nationwide that allow them to access and share data easily. Also, it supports almost all the major currencies and tax jurisdictions to deliver a more realistic experience.
The best-known module of the software is that it allows users to manage the assets of their company or organization that will enable them to enter information related to their assets and store it into the database of the solution. This asset management module also helps users record all the transactions about their assets that include selling, purchasing, and repairing of the asset.
Expand ERP is a quick-start solution that integrates elements of ERP, CRM, and eCommerce into the single cloud-based platform. It is a comprehensive solution that centralizes all these aspects and provides you with a unified view of your company anywhere at any given time that results in the full control over your business.
With the help of this software, users enjoy real-time data exchange, and all the primary information is displayed seamlessly in a single window to maximize efficiency and improve productivity. The software also allows you to perform leads and quotation management smoothly, and all the orders effectively managed.
Expand ERP allows you to enjoy a better eCommerce system with its advanced features such as Amazon, Flipkart, and FedEx plugins, and single order dashboard, among others. The best part about this software is that it is load with business intelligence that provides businesses with analytics on multiple dimensions and attributes.
It results in high-value actionable insights on business performance that enable managers to make their business decisions. Unlike others, it also includes core features such as CRM, business intelligence, production, POS, payroll, order management, self-service, and documentation, etc.
VanillaSoft is an all-in-one powerful Sales CRM software solution specially designed, keeping simplicity in mind and offers powerful features that enable businesses to improve productivity, sales, and enhance contact rates. It works particularly well for sales hunters and inside sales.
As compared to all the other CRM solutions that focus on orders and account management and customer services functions, the program puts more emphasis on lead generation and nurturing that help in closing new businesses deals more effectively.
It has simple and easy to understand interface that comes with some new features and tools as well as offers unlimited customization that makes it better than others. VanillaSoft works well in a variety of scenarios ranging from cold calling to all the hot deals.
Also, the solution offers add-ons features that include dialing, recording, VoIP, and smart caller ID that make it more interesting. It is also known as a sales-focused CRM solution that helps accelerate inside sales performance through customizable workflows.
Auto-dialing, email marketing, call recording, and queue.-based lead rounding gives the CRM edge over other sales CRM that mostly focus on record keeping and administrative side of sales. Its queue-based leading management and rounding help teams correctly manage their priorities and stay focused on new leads. There is also has a list of core features that make it better than others.
Fedena is a cloud-based school ERP (Enterprise Resources Planning) software solution that offers both schools and colleges a single solution from which to manage all the institutional processes. It is an advanced level ERP solution that comes with lots of new and advanced features to manage and deliver a comprehensive experience in one single platform.
The solution comes to deliver an all-in-one school management platform; that’s is why it integrates with all the leading solutions.
the software contains users with more than 18 core modules that help you manage everything from student admission to school examination. Also, Fedena supports core modules that allow users to control HR, finance, and all the other similar tasks.
Base on 18 core modules, the software promotes several pros, pro plus, and enterprise-level modules that make it more powerful. Utilizing the software,’ pro features users can quickly create reports, forms, polls, and handle all assigned tasks and inventory easily and quickly.
Batchbook is a customer management solution designed to manage a productive and meaningful relationship with the customer. It is compatible with the small-sized and medium-sized businesses to scale up the management processes. The solution is available on desktop and mobile platforms such as iPhone/iPad and android.
Batchbook is best to manage the sales related information and organize the contacts seamlessly by importing the address book easily. It gives complete information of customers, including history and allows you to make decisions intelligently. It has robust integration with multiple apps and sites having a responsive interface.
Top features of Batchbook include multi-channel marketing, customer service integration, management and workflow rules, the campaign dashboard and many more. Additional features are Email Marketing, SMS marketing, Social Advertising, Social Media and others. It offers a free trial and secure pricing plans to unlock additional features.
It allows you to track all the prominent details of customers and also drag-and-drop importing facility from vCard files or spreadsheets. Batchbook offers to automate routine emails and recurring tasks with ease.
Siebel CRM is a digital transformation providing software that lets your organization proceed with its digitalized journey in an effective way. Now you can innovate robustly and proactively with Siebel CRM on a cloud platform that allows you to reimagine your business.
Siebel CRM has the feature of Oracle’s investment with continuous and fast delivery that assists you in taking advantage of the Siebel updates, and It gives the best user experience. Siebel CRM has many featured resources such as Portal, video, community, and webcasts.
Oracle has many applications to offer, such as enterprise resource planning, human capital management, marketing, sales, and more. Besides, it also provides many industry functions to open a path to success, such as automotive, construction, consumer products, healthcare, hospitality, financial services, and many more things to add.
Elead is a solution that provides dealers with a platform to convert their leads into sales and build long-lasting relationships with their customers. The software works on the basic principle of creating, managing, and nurturing relationships with the customers.
The service allows the company to view and manage the customers’ data to build stronger bonds with the customers and to fulfill their demands. The Car Dealer CRM feature enables the company to centralize reporting and bring sales efficiency. The digital Retail Solutions feature of the Elead helps the company to ease dealings with the customers. Generating more leads, keeping a productive conversation with the customers while cultivating loyalty are the main aims of the service.
The Automatic Desking Software of the service modernizes the dealing process by making the pricing transparent and more efficient workflow. Managing the inventory through the service is another feature that allows the company to increase its sales.
Its Interne Lead Management platform enables the company to grab on the opportunities more effectively by converting prospects into customers. Communication with the customers and increasing the sales have been made easy by Elead.
GoGreenSFA is a web-based software designed for increasing sales and improving customer relationship management. This software keeps the users (sales teams) updated about the new stocks and the changing market trends.
Key features of the software include expense and sales management, E-detailing, SMS integration, reports, and automated order entry. For easy workflow management of the ground teams, the software is compatible with the GPS system. It enables the efficient flow of information between different stakeholders and medical representatives. Document management features stores all kinds of documents for auditing and other purposes.
GoGreenSFA is used by marketing and sales companies, and medical professionals help them in campaigning for sales and achieving the sales target. The software helps in the day to day administrative tasks through its appointment management and workflow automation features.
Its patient portal helps the medical professionals to make better sales with the patients. It has a free trial and free version, but a priced version has more features, and support is available online and during business hours.
Perfex CRM is an online self-hosted customer relationships management platform that allows you to grow your business with robust integration services. The software packed with all the tools that aid with the effective running of your organization to enhance productivity. Perfex CRM eventually fits for all small and large businesses, freelancing, and many other uses.
This software is hosting services like manage customers, projects, original invoices, real-time estimations, and more to count. Perfex CRM is making its mark with a project management tool that aids you in tracking business expenses and allows you to bill and spend on tasks with valuable customers. The software is featuring a robust management platform that permits your staff members to assign them duties for the effective running of the projects.
Perfex CRM is facilitating many organizations with advanced features including one-click invoices, create an excellent looking proposal, record and receive payments, different managed contracts, send surveys to lead, goals tracking, creation of various custom fields, and more. The software reduced the management complexity for entrepreneurs and automated the management system with its robust technology.
Apptivo is an integrated suite which offers various applications to business to handle all kind of customers at a single place. The platform allows businesses to connect accounts of customers with their other applications to store their personal information, annual revenue, etc. The CRM app enables users to communicate directly with their customers within the application.
The software allows the users to embed different forms on their websites to generate leads through customer’s information automatically. It enables the users to share the contact information between the Apptivo and Google Account automatically. Apptivo also helps businesses to track individual sales performance.
Apptivo, with its interactive Gantt Charts, allows users to track and monitor the progress of any project. It also enables users to easily create, plan, and manage any number of projects with ease. Lastly, the software allows businesses to record and control their expenses and email marketing campaigns.
Copper CRM is an online platform that helps businesses in managing their leads and growing customer relationships effectively. It has integration with the Gmail inbox through which users can create their Google Calendar events and follow up on tasks. The platform enables the users to keep all of their customer data in a single place to keep the whole team in the loop.
It helps the businesses and sales teams to never drop an opportunity as with its interactive dashboard, users can always see their target and will also know how to get there. Moreover, the platform helps the businesses in automating most of the task, which saves their time, such as it automates the adding of contact details.
Copper CRM allows users to save their contact under various categories to access them faster. Lastly, it provides notifications whenever their contacts need their attention and offers integrations with other platforms.
Volgistics is a platform that helps the organizations to manage all of their volunteers through the campaign or event process. This cloud-based software enables organizations in volunteer management, from recruiting to tracking, to coordinating with them. It provides a volunteer portal through which they can submit their applications, can check their schedules, and can fill up the openings.
Some key features of Volgistics are Sign-in Kiosk, Group Tracking, Document Storage, Volunteer Reporting, and Multi-Site Capabilities. The software enables the organizations to schedule the volunteers through automated and manual methods to keep the functions running.
It allows the companies to track the complete information about volunteers from names to their number of tours. Volgistics enables the users to store the volunteer information in a documented form which they can access anytime. Lastly, it allows the companies to communicate with the volunteers through messages and reminders and can generate reports on volunteers.
PlanPlus Online is estimable productivity software that allows business leaders to plan, execute, and achieve goals in a pro-efficient way. The software enables you to organize correctly and to focus on the most important goals to get both professional and personal success. PlanPlus Online comes with the ultimate online digital planner that surfaces essential productivity features that includes contact management, calendar, and task management. The software also offers valuable planning features that help you to reveal your mission and lead a full productive life.
The software is surfacing a better customer relationship management system with comprehensive collaboration opportunities, marketing, sales, and project management. The multi-platform contact management allows you to integrate with only productivity software, and you can build your custom applications for your process and according to relationship management. PlanPlus Online is surfacing you with the several integration options, and restful API endpoints enable you to access data that, in turn, set the tone to virtually integrate with the third-party system.
More About Close.io
Close.io is an effective CRM platform that is specially developed by actual salespeople to help their fellow salespeople to make more calls and close more deals and hit their targets on or before their deadlines. It comes with some additional marketing tools and features that increase your productivity and delivers true customer feedback.
The platform is built to help users to spend more time communicating with their customers and potential clients and do lesson entry. Close.io is an engine that combines customer management with communication capabilities, including VoIP calling and two-way email.
Within the solution, users can easily make and receive calls and take business notes without getting on a phone or application. Just like most of the online tools, it also has a dashboard where you can easily access all features and tools to manage their online tasks.
Close.io includes core features such as Windows and Mac apps, voicemail drop, API access, bulk email sending, custom NDA, toll-free numbers, and call audio recording. Close.io is a commercial solution and comes with different SMB and enterprise plans; each plan has its own cost and core benefits.