Oracle CRM is a complete Customer relationship management platform that helps you capture, analyze and act upon all your customer and business data. With this solution, you have a complete, out-of-the-box system for customer experience management that delivers smarter customer engagement and rapid revenue expansion. This end-to-end platform helps your organization attract and retain customers grow revenue, and gain insights from customer data. It includes integrated, best-of-breed products and services that help you accelerate customer experience innovation and create unique value for your customers.
The platform offers a great and beautiful page design, color schemes, and the latest trends and technologies. Oracle CRM helps you to get your business organized so that you can develop better and faster decisions. Always stay updated with the latest trends of your business through this tool. You can have a good insight into your customers and employees through this platform. It offers to create a good communication channel.
You can easily send emails, and messages, create notes, tasks, and many more through this platform. It helps you to digitize your information and make it available from anywhere at any time. Keep your marketing strategies organized through this platform so that you can enhance your business. You will have a great opportunity to learn about individuals, their progress, and issues by using these tools.
Oracle CRM Alternatives
#1 Sage CRM
Sage CRM is a cloud-based customer relationship management solution used to manage organizational customers. It has been designed with the end-users in mind and offers a fully customizable interface that is intuitive and easy to use. It supports social media monitoring that helps in tracking the top social media mentions about a company, brand, or product in real-time, as well as receiving alerts when keywords are mentioned on social media. The software also allows users to track their competitor’s performance via the competitive analysis module.
Feedback from users can be done via surveys, polls, or voting on numerous topics. Moreover, you can also change the branding of Sage CRM so that it matches the color scheme of your website or organization. It helps companies organize information about their customers to make it accessible across an entire organization. By doing so, the organization can recognize customer needs and provide appropriate support.
#2 monday sales CRM
monday sales CRM is a customizable customer relationship management software for every business with support for unlimited leads and accounts and prepaid plans. B2B sales are challenging, especially when the business depends on many leads to close deals. This CRM software focuses on the B2B market, which offers the best technology to manage sales contacts, schedule prospecting activities, and track the entire sales process. The software includes all features to help remote teams to close deals, including email tracking, proposals, timelines, deal follow-up, and one-click contact access.
In addition, the system includes features such as contacts grouping (by account, region, or other), lead scoring, deal scheduling, and more. You can make smart business decisions with its user-friendly features, real-time analytics, and actionable insights. Other features include out-of-the-box email, client, and customer engagement capabilities. All in all, monday sales CRM is the right fit for any company that wants to optimize its sales process and get the most out of its data.
Composity is a comprehensive ERP and CRM software that allows enterprises to manage various aspects of their business, including human resources, finance, accounting, and sales, through one core software solution. It provides a real-time, single-source view of all customers, their contact history, and Interactions within the platform. In addition to managing customer relationships, the solution allows for automation of the ordering process and scheduling the delivery of products and services.
It combines the workflows and data of ERP, CRM, and SCM into a single solution that allows you to operate your core business processes on a single platform. Composity provides you with a customer service feature so that you can keep track of customer requests and deliver them when they are needed. The billing feature allows the organization to send invoices, track payments and manage debtors, while delivery management helps to organize deliveries and ensure customers get what they need when they need it.
OpenPapyrus is an ERP and CRM software that allows you to streamline business operations and customer engagement all in one place. It is tailored for small and medium businesses (SMEs). It replaces a number of paper-based business processes and automates them through a comprehensive software solution. As a result, the productivity of your business is enhanced, allowing you to focus on more important activities.
Key features implemented in the software include accounting, project management, customer relationship management, enterprise resource planning, help desk, e-commerce and e-sales, partner relationship management, and more. OpenPapyrus is customizable to fit your specific business needs. It integrates with Microsoft’s Office suite and uses an open source database system so that it can be deployed quickly. All in all, OpenPapyrus is a great platform that you can consider among its alternatives.
TLDCRM is a customer relationship management software that can be used to manage a business’ customers and products. It helps businesses with business automation through an integrated solution to their digital footprint. This cloud-based CRM software is well suited for small and large-sized businesses to help with business growth and sales performance. Companies can save on initial costs, as well as reduces the risk of vendor lock-in. The software comprises features such as sales automation, market automation, and marketing automation modules.
The advanced sales automation module enables sales leads to be created automatically based on prospective customer behavior on a website, allowing businesses to not only have control of their inventory but also of the prospective data it holds on potential customers. The marketing automation module provides the platform to execute marketing actions on application and website visitors, allowing businesses to have an accurate view of their audience and thus better target prospects.
#6 Carrrot CRM
Carrrot CRM, now rebranded to Dashly, is a business customer support and relationship management software that offers real-time updates, automated greetings, and a CRM all in one place. This innovative application gives small businesses the ability to quickly and easily manage their customer interactions. It offers a complete support system that is easy to use and makes it possible to connect to all of your contacts across multiple channels in just one place.
If you have multiple businesses, have a small team, and want to keep them organized, you probably use email. That’s where Dashly comes into your existing workflow. Use a chatbot to free your team from answering the same questions over and over again. Collect and qualify your leads, and use rich data to build segments and personalized campaigns. There’s everything you need to convert a visitor into a customer. All in all, Dashly is a great platform that you can consider among its alternatives.
KPI.Com is a suite of Business Process Management Tools that allows businesses of all sizes to plan, track and report on Key Performance Indicators (KPIs). Managers can use key performance indicators to evaluate activity, productivity, and operations. This lets business users define the critical success factors of their business processes and use KPIs to monitor the health and productivity of their business.
Whether a business is undergoing significant change or it is simply trying to be more efficient and effective, KPI.Com will effectively help that organization monitor and source its activities as well as report on the performance of those activities. In addition, it consists of all the necessary modules such as workflow and document management that will allow you to track your entire business activities and have an insight into the current state of your company. The software can be used by educational institutions, government agencies, manufacturing companies, healthcare providers, non-profit organizations, and other businesses.
Flow2b.com is business automation, management, and CRM software for small to medium-sized companies. It detects patterns in your data, suggests what to do next, and executes the steps in order to make you more productive: no more complex spreadsheets or random to-do lists. The software helps you manage the day-to-day business. It is innovative, cloud-based software which provides automated invoicing services like recurring invoicing, late payment reminders, and automated tax computation. The software accelerates the team collaboration and complete workflow between the sales and accounts that helps in streamlining the business process.
Flow2b.com simplifies the current business practices and enhances the productivity of the organization. It offers features like contact management, secure storage, email interface, appointment scheduling, task manager, calendar and document storage, etc. The auto messaging feature of this software allows effective communication between a company and its clients. The tool offers easy to use dashboard for improved accessibility and a user-friendly approach towards complex business process management. All in all, you can improve overall business performance by streamlining the workflow and team collaboration with this platform.
#9 CompanyHub CRM
CompanyHub CRM is a customer relationship management software that helps companies to manage multiple sales and marketing accounts, contacts, and leads. This business software comes with all the features that the business needs in order to work smoothly. It has a number of features that allow companies to track leads, schedule appointments, share notes and documents, and receive notifications about their customers.
CompanyHub CRM software is built on three pillars; simplicity, security, and collaboration. It is also highly customizable, i.e., the user can choose from a wide range of available apps available on the market in order to accomplish their specific task. You can create unlimited teams so that you may allocate them by region or department across subsidiaries within the same CompanyHub CRM account. Moreover, there is also an option to Sync the contacts from your email account and save them into your CRM account.
#10 Spin CRM
Spin CRM is a cloud-based customer relationship and sales management solution designed for small and mid-sized businesses. The software integrates with social media, text messaging, email, Phone, and more to help monitor and manage interactions with customers and prospects. The software includes tools like marketing automation, Sales intelligence, predictive lead scoring, and more. It keeps accurate, real-time records of your entire business operations, from leads to opportunities to follow-ups. A simple, intuitive interface enables you to manage complex teams while staying productive and on time.
This helps businesses manage all customer touchpoints from the initial Lead to a regular Customer. You can also use this smart and flexible system to manage your appointments and activities, as well as your support requests. From the moment of Lead creation to the final contact within your database, Spin CRM ensures that you always have an accurate picture of every contact in every step of their engagement with your business.
The reporting functionality includes a wide variety of reports that provide management with insight into sales performance and opportunities. These reports include contact and activity analysis; popular reports include Pipeline Report, Account Report, Lead Report, Opportunity Report, Closed Won Report, and many more. These reports are configurable, so you can choose the information you want to see.
Membrain is a cloud-based CRM, Sales enablement, reporting, and Business intelligence SaaS platform that drives sales teams to close more deals faster. The platform offers an easy-to-use yet powerful user interface that makes it easy for users to configure and deploy to their sales teams. Key features include contact management, built-in pipelines, email tracking, lead scoring, and territory management. It focuses on Sales, Marketing, and Customer service to provide an integrated experience for your customers. With pre-built workflows, the solution ensures that you can easily manage all the activities happening around your customers.
It integrates with your existing website and CRM system to create a one-stop-shop for sales and marketing teams. Membrain works by providing team members with the information they need in the format they prefer to consume. The software provides salespeople with calendars, activity feeds, and contact lists to manage their relationships more strategically, effectively, and efficiently. The program also helps improve the marketing team’s performance, as it provides them with the same tools that sales team members use, alongside increased insight into a client’s data.
#12 Sprinx CRM
Sprinx CRM is a web-based customer relationship management software that helps small businesses to manage customer data and create customer loyalty. It offers an integrated solution for the critical management tasks of business owners in the areas of sales, marketing, and relationships. You get special tools for efficient lead management, including web forms, welcome emails, automated workflows, subscriptions, lead groups, and more. Time-saving features include auto-fill email templates, contact birthday emails and notes, sending mass emails, and more.
In addition to time-saving tools, Sprinx CRM’s powerful reporting capabilities allow users to stay on top of their sales and marketing activities. Key reports include Leads Report, Team Activity Report, Email Open Rate Report, and more. All these features enable you to make better decisions, improve productivity and optimize your operations. Organize your contacts into logical groups, track your time and expenses on each item, request quotes, send invoices and track payments, assign items to team members and track their progress, and much more from one place.
ICTCRM is a customer relationship management software that comes with integrated unified communications and allows you to manage your entire customer lifecycle, from marketing campaigns to customer support and everything in between. The software suite is a complete all-in-one solution for any company that requires outbound and/or inbound telemarketing, email marketing; sales lead management, appointment scheduling, and contact database management. It provides the user the ability to update and maintain customer information on a real-time basis using the internet or any telephone network or VoIP network.
It also has a built-in telemarketing suite designed to be used by both sales and telemarketing personnel. ICTCRM is a fully functional CRM system for companies of all sizes, including small and medium enterprises, as well as corporate, state, healthcare, and public institutions. This complex ICTCRM unified solution provides its users with the opportunity to integrate all their business processes into one single business solution, which significantly improves all business processes, especially customer service, sales, and marketing.
24SevenOffice provides a cloud-based business management software with integrated CRM solutions, as well as online accounting software. With this suite, it is possible to manage customer relationships and streamline sales, marketing, and business development processes to increase customer retention and improve customer satisfaction and loyalty. By automating routine business tasks, 24SevenOffice empowers people to focus on value-added activities to deliver excellent customer experiences while reducing the time spent on administrative work.
With a unified Inbox, customers can send messages to companies directly and get an instant response in 24/7 mode. Customers can request a follow-up call and get a callback without having to give out their contact details. The software helps companies stay focused on business and not get distracted by non-core activities. All in all, 24SevenOffice is a great set of business software that you can consider among its alternatives.
iStrives is a performance management software that drives teams to produce more than they are capable of. It helps you uncover the real cause of performance issues with assessments and surveys. There are a bunch of add-on tools for employee evaluations, peer reviews, 360-degree feedback, and goal setting. Moreover, you can review your individual and team’s performance statistics, Track goals, and manage them using the goal-setting calendar. This application helps companies run more effective meetings and track employee progress. An employer can also schedule meetings with their employees.
iStrives software also has a powerful automated performance system that can be set up in minutes with rich analytics and dashboards that give businesses a better understanding of where they are heading. With the document sharing and management module, you can customize it by adding multi-layers of folders and setting different color schemes and icons for every folder and link. Additionally, it tracks goals and progress, allowing for an easy flow of communication between employees and managers about performance.
#16 DejaOffice PC CRM
DejaOffice PC CRM is a customer relationship management software that helps you manage customers and their interactions with your business in one place. It enables your business to manage, store and retrieve all customer-related information centrally. While representing the current status of customer relationships, it also helps you keep track of the offers made and their acceptance by the customer. DejaOffice allows you to make the most of customer support and tailor it to the individual needs of each client. The solution uses a secure infrastructure to protect data from unauthorized access.
This CRM software is a must-have for companies that want to get a more detailed understanding of their customer base and its interactions with the business. The program provides information on customer activities and preferences, thus allowing you to easily plan marketing campaigns that have a high chance of success. Moreover, it’s easy to install, even for non-IT specialists, while its intuitive interface makes it very easy to use.
#17 Pobuca Connect
Pobuca Connect is the advanced-level contact management app that allows you to manage and control your network and improve your business by increasing your contacts. It allows you to import and export the contact and you can also invite coworkers and other team members. You can also scan your business cards which you can use in your invitation. It allows you to add the links, and you can also include the email signatures. Moreover, you can sort all the contacts and write the name of each category.
It offers you 24/7 customer support and you can easily set the restrictions of your information and data. It also provides you the option to set the reminders on the individual contact. The other amazing features of Pobuca Connect are smart search, device synchronization, outlook add-in, caller-ID options, various integration, add notes, and many others.
#18 Bigin by Zoho CRM
Bigin by Zoho CRM is an app that is designed for small to medium-sized businesses to manage their customer relationships in an effective manner, and able to boost their sales. It is a lightweight application and offers you a user-friendly and easy-to-use interface that you can personalize according to your requirements. You can manage your contact list and it allows you to monitor all the contact quickly at any time. It allows you to design the layout of the complete sales and you can track all your sales activities along with strong customer support.
It informs by sending notification emails and alerts about the important activity and events and allows you to keep in touch with every important customer and team member. Bigin by Zoho CRM covers all the major aspects of the CRM and other remarkable features are deal lookup, contact data, adding notes, updating records, handling multiple sales channels, strong follow-up options, scheduling, and others.
#19 Pipeliner CRM
Pipeliner CRM is an advanced-level customer and sales management application that is used to manage and control the customer quires and attract potential leads to grow the business sales. It provides you the options to manage the various business accounts and you can access the personalized templated to create the documents. You can monitor all your leads and contact them at a proper time. It allows you to set the appointment and you can get the notification before the appointment or meeting.
It provides you with a dashboard that is comprehensive and you can monitor all the activities easily. Moreover, you can track the historical records and share them with your team members. It is a fully interactive app and provides you with the best services. If you are looking for a simple and effective app to manage all your CRM activities and operations, then Pipeliner CRM is your best option.
#20 Maximizer CRM
Maximizer CRM is an app that is used to track all the sales activities and pipeline and it allows the sales team to manage and monitor their work from any remote location. It allows you to access the sales information in real-time which you can use in your decision-making. This app offers you great visibility for the sales pipeline so that you are able to manage and contact your leads, suppliers, customers, and other related information.
It provides you the option to add important notes that you can use in your meetings and presentations. You can schedule your meetings and timetable and it will notify you before the meeting. Moreover, this app provides you the suggestion about the accurate time to reach the potential leads. Hence, Maximizer CRM is the best CRM app and you can solve your customer queries in advance.
1CRM is a sales and marketing software that is used to plan, control, handle, and manage all the activities related to customer care and various sales pipeline. It provides you the Live Business card which you can use to focus on all the contacts, and it further allows you to schedule the meetings and calls in advance. You can scan your business card and attach it to your invitation. Moreover, it offers you the option of calls and emails and you can remain in touch with your potential leads.
It provides you with an interface that is simple and comprehensive and you can easily track and view all the tasks. This software allows you to create a multiple sales pipeline and it informs you about all the important events and tasks. 1CRM is the best software in its category due to its features and flexible options.
#22 Contact Boss
Contact Boss is a contact management software that is used to handle and control all the activities related to contacts and it provides you the options to increase the contact list. It provides you the powerful option of search which you can use to find the contact detail from the database. You can sort the contact and categorize them into various groups with personalized names, titles, and details. It is an easy-to-use software and provides you with a database that is centralized.
It permits you to keep in touch with your contacts and informs you in time when you are losing potential contacts. You can schedule the meeting in advance and easily share the updated list with your team members. Hence, Contact Boss is the perfect option in its category and provides you the option to increase the contact database.
Teamgate is a highly useful smart sales CRM that offers you many features and functionalities to become successful in a short time. It includes several essential modules like Team Goals and Activities, Data-Driven Insights, Intelligent Lead Scoring, and Ongoing sales processes. The platform has an integrated sales inbox that enables you to send and receive emails from the CRM account and read them in a single place.
It can be integrated with any email service that you like without hassle. This helps save time by not needing to move between tools while conversing with clients. It also saves a considerable amount of time for you, making it easy to focus on other important matters. Another module of the platform is the SMART DIALER, which allows you to make calls with great ease. It removes the need to interact with external programs or VoIP phones. Maximize the call-making throughput with this amazing feature. This component delivers a fantastic experience for the whole user base and assists them in saving time. Other key features of Teamgate include the Dashboard, Sales Pipeline, Analytics and Reports, and Leads and Mailchimp.
#24 Referral Maker CRM
Referral Maker CRM is the business management and customer relation app that provides you complete access to all the information related to customer handling and dealing. It allows you to get information about the customers from any location and you can share it with your team members. You can use this app for scheduling all the appointments and set reminders on them. It provides you the option of a to-do list in which you can write all the assignments and important tasks of the day.
It is a simple and easy-to-use application and it allows you to add new contacts and relationships. Moreover, it offers you the proper suggestion to reach the new leads and create new relations with them. Referral Maker CRM is a complete solution for small to medium-sized businesses and the other amazing features of this app are a comprehensive dashboard, priority action center, calendar, and many others.
#25 Insightly CRM
Insightly CRM is a cloud-based app that is used to manage the CRM and multiple projects and it allows you to access critical and important information from any location. It is a flexible app and it is capable of handling the activities of businesses of all sizes. You can easily scan your business cards and add all the new contacts with the small notes seamlessly. It allows you to create the complete list of the tasks in advance which you can monitor over time.
It offers you the marketing options in which you can create the multiple sale pipeline and track all the activities easily. The interface of the app is quite interactive and provides you with the statistical data to view the performances. Moreover, you can create a database that is centralized and helps you to close more deals. Hence, Insightly CRM is the complete app and you can get the amazing features to manage the CRM activities.
#26 Intellistant CRM
Intellistant CRM is a web-based software solution that is used to manage all the activities and tasks related to sales and customer relationship management. It helps you to attract the leads and provides you the features to convert the leads into sales funnel. You can generate the documents and invoices using its personalized templates. It is simple and easy-to-use software and offers you a dashboard that is comprehensive.
This software provides you with a centralized database and you can access the information from any remote location. It allows you to remain in touch with all the customers and informs you by sending notifications about the upcoming events and meetings. You can schedule the important tasks and meetings for the whole month. Intellistant CRM is a compatible software and fulfills all the desires of small to medium-sized businesses.
#27 Cratio CRM
Cratio CRM is a software solution that is used to manage and improve the sale process of the business and allows you to generate revenue by boosting the sale. It provides you with the lead portals which helps you to attract more leads and allows you to track all the activities related to leas and sales. You can effectively manage the sales pipelines and explore new opportunities. It helps you to improve team collaboration and allows you to plan the tasks with your team members. You can communicate with others using email, SMS messages, and reminders.
It provides you the option to upload the documents and you can directly share the document with the concerned party. Moreover, it offers you a mobile application that helps the sales teams to conduct their daily tasks effectively. if you are looking for sales, marketing, and CRM solution in the best ranges, then Cratio CRM would be the best option for you.
#28 LeadSquared – CRM
LeadSquared – CRM is a sales management software solution that provides you the advanced-level features to boost business sales and generate a large amount of revenue. It provides the option of sales execution CRM which helps your team members to remain focused and allows them to monitor and track the performance of their tasks. The field force automation feature of this software allows you to build strong relations with the suppliers and vendors.
It allows you to attract potential leads and provides you the marketing automation option to convert your leads into the sales funnel. Moreover, it helps you to build a strong relationship with your potential customer and allows you to communicate with them effectively. The database of the software is centralized which permits you to access the information from any location. Hence, LeadSquared – CRM is the best solution for all your sales and marketing leads and it further guides you to improve your supply chain for better results and outcomes.
#29 Maple CRM
Maple CRM is the business management software that is used to manage and control all the activities related to business sales and customer services. It offers you the option of immigration CRM which you can use to attract more potential leads, documents, various applications, through a single database and dashboard. You can use its built-in calculators to calculate the various scores such as Leads, CRS, etc.
It offers you the Study CRM in which you can conduct various tasks such as lead management, smart course finder, document management, student process, and invoice and payment tracker. This software offers you another feature named Sales CRM which you can use for inquiry management, quotation builder, highly customizable, mobile app, and rule-based automation. Maple CRM is the comprehensive software and its other remarkable features are ticket management, geo-tracking, TAT, escalations, service reports, process management, task and document manager, client management, and many others.
#30 Azeus Convene
Azeus Convene is the advanced-level software that provides you the features for administrative and executive activities, and it is compatible with organizations of all sizes. It offers you the features that help you to prepare the material for the presentations. You can use its templates to create customized templates which you can share with your clients and team members. It allows you to set the alerts for the important meetings and you can send the invitation to all the participants.
It allows you to apply multi-layer restrictions to your data and provides you with a secure and protected channel for communication and collaboration. The interface of the software is user-friendly and robust and allows you to access all the features easily. Azeus Convene is the best software in its category and provides you the various features such as AES-256 network, encrypted documents, user access control, email, alerts, import and export files, and many others.
#31 SalezShark Engage
SalezShark Engage is an all-in-one software solution that is used to improve the sales channels and engage with your customers in an interactive and effective manner. It offers you a powerful search engine and allows you to access the data which you can use in your decision-making. The database of the software is centralized and helps you to improve your team collaboration. You can use this software to conduct Omnichannel marketing and focus on customer-driven values.
It helps you to automate your processes which allows you to track all the activities and remove the hurdles. Moreover, it combines sales, marketing, customer care, and supports teams in such a way that you are able to provide the complete solution to your customers. Hence, SalezShark Engage is the best option for customer engagement and helps you to increase sales.
#32 Zoho CRM
Zoho CRM is a leading web-based CRM solution designed to attract, retain, and satisfy customers 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 this platform’s help, the user can easily manage customer accounts, such as monitoring 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.
Accelo is an all-in-one sales management, retainer, and service management platform that is professionally automating service operations. The platform gives you the complete visibility of the client database that will increase more sales and build trust, and you have more revenue at the end of the day. Accelo is featuring support for your online store to get the right product lead, and ultimately you have better productivity and profit across your service business. With this advanced technology, all the manual data entry is no more, and you have an automated way to import all of your emails and appointments with clients.
Accelo is easy to use and features an automated and intelligent strategy to run your entire business in the cloud. You will experience the most extensive streamlined, robust integrated service automated operation software that will let you connect with all your business’s mobile parts based on one cloud platform. Furthermore, the platform gave your business the right scalability and repeated delivering quality service and is taking most of the administrative burden out of delivering ongoing services to clients.
#34 Oracle Siebel CRM
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.
#35 Perfex CRM
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.
#36 Nutshell CRM
Nutshell provides sales automation and CRM services that help the sales team to improve their determinations and focus more on their time on constructing customer relationships. It allows you to design and implement a sales process that not only reduces your time but also specifies the follow-ups and actions from initial conversations to final negotiations. Pipeline Management lets you view and track your leads. It is the most flexible CRM product that allows you to manage your pipeline. Nutshell CRM lets you choose how to work with your deals and share them with your team.
It offers Map View, ListView, Board, and Chart View of analytics from the dashboard. The easy-to-use and customizable insights provide you a glimpse into your business performance and point out weak areas. You can take snapshots to put data into your presentations. Nutshell CRM has a separate repository for customer knowledge. The company’s team members can see contacts, call notes, email chats, and other essential customer details.
#37 Suite CRM
Suite CRM provides Customer Relationship Management Software solutions for small enterprises to large organizations. The software is available on-premises and on-cloud as a SaaS platform. With the 360 degrees view, it provides a central repository that helps you engage with your customer to know them more. The repository includes all the customer data, contact details, and key insights to enhance your business relationships. The open-source software allows customization according to your company’s needs. The REST API allows you to integrate the software with your existing systems.
Its flexible data model lets you use key insights to understand customer needs, improve efficiency, and automate key actions. The dashboard reports give a glance at visibility to make better decisions for your company. The tools capture important leads, create personalized quotations and manage your operations that ultimately result in freeing up a chunk of time to sell.
#38 Salesforce Essentials
Salesforce Essentials is a company that focuses on customer relationship management and eliminates the use of spreadsheets for data analysis. The comprehensive tools let you pull data from your email, spreadsheet, calendar, support channels and provides a 360-degree view of your customer and business data. The process is streamlined with a simple setup assistant that answers all your questions in few minutes.
With the Salesforce Essentials, easily follow up leads, identify key contacts, sales details, and much more. The software eliminates spending more time on spreadsheets. Enable more selling time with meetings, call logs, email tracking, data collection, and synchronization. All these features are readily available on mobile apps.
Salesforce Essentials collects and organizes customer information and your support channels onto one page, which helps you automate repetitive tasks, assign work based on simultaneous availability, and route each question to the respective agent. All in all, Salesforce Essentials skill up your organization to give you customized and engaging learning to employees, customers, and partners.
Ricochet360 is an advanced autodialer, Customer Relation Management, and Marketing Automation solution provider. It is aimed at both outbound and inbound agents that look for an advantage by letting them contact a new lead, engage prospects, and automate most of the portion of the daily workflow. Ricochet360 provides you advanced real-time reporting that allows you to have your finger on the pulse of your entire sales team or call centers. You can build pipelines for easy access to groups of leads.
Build dialer campaigns that both predictive and progressive dialing modes by local and toll-free numbers set up call routing. Ricochet360 lets you listen in on calls, build email templates and campaigns, automate text messages, create scripts to easily manage new hires through the sales process. It is one of the fastest dialers currently available in the commercial market.
#40 Copper CRM
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.
#41 Siebel CRM
Siebel CRM is a comprehensive customer relationship management solution that enables businesses to maximize their growth and deliver services to customers across all channels. The solution comes in a cloud-based deployment that allows users to improve agility and reduce TCO of their business. It aids businesses in transforming their sales by improving sales visibility and effectiveness.
It helps in delivering personalized marketing campaigns through the customer information gathered from web interactions. This improves marketing results with targeted offers and turns more prospects into buyers. It helps in complete campaign planning and management to optimize the allocation of marketing resources across the enterprise.
Siebel CRM provides email marketing campaigns that help in building customer trust and create profitable relationships. It provides an open and integrated network for social media that helps the sales teams in pushing leads from social into Siebel. The task-based UI helps in distributing information to the right place and right time.
SugarCRM is a top-rated customer experience platform that empowers businesses to innovate customer services. The web-based software promotes support for customer relations management, and different functions include Marketing campaigns, customer support, collaboration, Mobile CRM, sales force automation, and reporting. SugarCRM is allowing your marketing service and sales teams to collaborate across the whole life cycle of the customer to drive more meaningful results.
The platform is dispensing in-depth market insights that allow you to capture the attention of your most productive prospect and provides you an option to sell smarter. SugarCRM is innovating with the most functional CRM in the market and surfaces market automation solutions to lift your business. The software is providing elegant services that include revenue analytics, email & calendaring integrations, relationship intelligence, and mobile marketplace. SugarCRM is a radical approach to proactive analytics that aims awareness of customer experience at the time.
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.
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.
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.
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.
kvCORE is an online platform that helps the real estate businesses to run their entire enterprise through a single platform. The platform offers an empowered SOI and powerful prospecting and networking tools with automation features to enable the agents and businesses to be successful. It provides users with more advanced tools such as cross-MLS websites and IDX tools to grow the business.
The platform helps the companies to bridge the gap between the lead generation and closing the deals through its seamless transaction integrations such as Dotloop, etc. It provides a customizable website to users to keep driving leads into the pipeline.
kvCORE comes with a smart CRM feature which enables the teams or agents to rate and score leads and can categorize their customers for follow-ups. The marketing automation feature helps the real estate teams to drive intelligent lead follow-up, which increases the response from leads up to ten times.
#49 PlanPlus Online
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.
#50 Really Simple Systems
Really Simple Systems is a cloud CRM system created to help small and mid-sized businesses. This advanced-level CRM solution comes with all the leading services and features that make it a one-stop solution. With the help of its sales, marketing, and service support feature, you can make your work smarter and allow you to manage and track sales leads and customers automatically.
The solution offers a dashboard to place all your data is in one place that helps you and your team collaboration, exchange ideas, and increased sales. Like others, it also has come with an integration system and allows you to integrate with dozens of third-party platforms to increase its efficiency.
Its integrated email marketing system with campaign management and database segmentation features also make one of the best online CRM solutions. Really Simple Systems comes to a premium solution and offers four different price plans such as Free, Starter, Professional, and Enterprise.