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monday sales CRM is ideal for small-medium businesses and offers customizable, no-code solutions for the entire lead & sales pipeline.
Learn more about monday sales CRM
Use monday sales CRM to easily manage your entire sales cycle in one intuitive and collaborative place. monday sales CRM is ideal for small-medium businesses and offers customizable, no-code solutions for the entire sales pipeline. Stay on top of your sales funnel, automate repetitive work, and import leads. Centralize deal and contact info, communicate with clients, and keep your sales team aligned and focused. So you can close more deals, faster.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Learn more about HubSpot CRM
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Streamline your sales, marketing and service processes to manage a complete customer journey on a single Creatio platform.
Learn more about Creatio CRM
Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with a maximum degree of freedom.
•Marketing Creatio - a ready-to-use platform to automate marketing campaigns and lead management workflows with no-code
•Sales Creatio - an end-to-end platform to automate sales processes of any type with no-code
•Service Creatio - an omnichannel platform to automate customer service workflows of any complexity
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Keep track of top leads and opportunities, personalize sales cycles, control statistics/forecasts, and more with Odoo CRM.
Learn more about Odoo
With over 5 million users, Odoo is the #1 open-source CRM software! Sales teams can easily keep track of top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and create incredible marketing campaign automation to increase their overall sales performance. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated app.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships.
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The ideal CRM tool for companies with 10-1000 employees. Over 10,000 businesses across the globe use Capsule to better organize their customer facing and sales activities. Capsule is easy to use, yet powerful and customisable so you can adapt it to your business. It integrates with other popular apps such as Google G Suite, QuickBooks, MailChimp and Zapier for advanced sales automation. Starting from as little as $18 per user, you can get started in just a few minutes with our free trial.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
PORTERS is a cloud-based ATS/CRM designed for all Recruitment businesses. More than 2,000 companies worldwide use our product.
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PORTERS is a comprehensive cloud-based ATS/CRM for Staffing and Recruiting Agencies founded in Japan in 2001. With more than 2,000 clients, Porters holds the number one market share of recruitment software in Japan. The system is highly customizable and therefore can be used from small to large scale Recruitment & Staffing Agencies, RPO, Corporate HR, and Maid Agencies. System updates are made constantly and free of charge to keep up with new market requirements such as digital transformation.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform.
Salesforce helps Singapore small and medium businesses pivot to business growth with 80% grant support Salesforce has partnered with Enterprise Singapore (a Singapore government statutory board) to be a pre-approved PSG (Productivity Solutions Grant) and aims to help small and medium businesses in Singapore accelerate digital transformation, increase productivity, and close deals more efficiently. Learn more on how you can kickstart your technology journey with grant support of up to 80%.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Mailchimp is the #1 email marketing and automations brand that recommends ways to get more opens, clicks, and sales.
Mailchimp is the #1 Email Marketing and Automations brand for growing businesses. We empower businesses around the world to launch, build, and grow their businesses with world-class marketing technology, award-winning customer support, inspiring content & our data-driven recommendations
Over 12 Million businesses including TEDTalks, Shutterstock, Boston Market, Nikon India trust Mailchimp to turn their emails into revenue, grow their audience, & create effective multichannel marketing campaigns
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution built on an omnichannel platform.
Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrate with 500+ popular business apps in a single business system.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Boost productivity with customizable Docs, Reminders, Goals, Chat & more. Trusted by 800k+ teams. Streamline workflow today!
ClickUp is an all-in-one productivity platform that eliminates work silos. It's the hub where teams come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards, and more.
Easily customized with just a few clicks, ClickUp helps teams of all types and sizes deliver work more effectively. By replacing inflexible and overlapping tools, ClickUp helps teams save one day each week!
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Zendesk Sell is sales CRM software that helps you close more deals.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.
Learn more about Zendesk Suite
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Freshdesk is an easy-to-use customer service software that helps over 50,000 businesses worldwide create stellar customer experiences.
Freshdesk is a cloud-based helpdesk system that offers powerful solutions for customer service. Freshdesk unifies conversations from email, phone, web, chat, and social, and helps you resolve issues across channels effortlessly. With Freshdesk, you can also automate workflows, offer convenient self-service options, manage SLAs, and generate reports. Freshdesk is used by over 50,000 customers, including Bridgestone, HP, Harvard University, and DHL.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work.
Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.
*2018 Awards: Named a Leader in Enterprise Collaborative Work Management by Forrester Research, Selected to Deloittes Fast 500 List, Recognized for Technology Innovation & Vision by 451 Research
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 100'000+ paying customers spanning across 179 countries, sales teams are drawn in by our CRMs simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
ActiveCampaign CRM helps you sell more in less time by combining automated lead prioritization, task creation, and contact management.
ActiveCampaign's CRM combines contact organization with sales automation, helping you sell more in less time. Prioritize your leads, keep track of your tasks, and automate contact management so nothing falls through the cracks. See your whole sales process at a glance and track every interaction, keeping your team on the same page. Features like lead scoring, win probability, and automated segmentation combined with marketing automation turns your team into a well-oiled, deal-closing machine.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Airtable combines an intuitive spreadsheet interface with file attachments, kanban boards, calendars, and other powerful features.
Airtable is the all-in-one collaboration platform that combines the flexibility of a spreadsheet interface with rich features like file attachments, kanban card stacks, calendars, and reporting.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Brevo, formerly known as Sendinblue, is the leading customer relationship management (CRM) suite.
Brevo, formerly known as Sendinblue, is the leading customer relationship management (CRM) suite designed to fully cultivate long-term customer relationships and to empower businesses to expand in a fast changing digital world. With Brevo, businesses have a unified view of the customer journey in one easy-to-use platform thanks to intuitive and scalable marketing and CRM tools such as Email, SMS, WhatsApp, Chat, Marketing Automation, Meetings, and much more.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
NetSuite CRM delivers your business with powerful front-office capabilities in a single, cloud-based CRM solution.
The first and last business system you will ever need. NetSuite provides a seamless flow of information across the entire customer lifecycle - from lead all the way through opportunity, sales order, fulfilment, renewal, upsell, cross-sell and support. Integrates key customer metrics with financials in one unified system to give you end-to-end business visibility, so you can turn complex challenges into smart solutions
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
The smarter way for small businesses to do great work
Keap organizes your client information & daily work in one place, freeing you up
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Run your business your way with a fully integrated CRM for small to medium sized businesses.
Stay organized as you scale and grow. Finally, a CRM that¿s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.
Learn more about Marketing 360
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
The fastest, easiest, and highest value service management software to automate everything from first customer contact to getting paid.
mHelpDesk is the #1 easiest and most powerful software solution for your field service business, automating everything from first customer contact all the way to getting paid. We provide our customers with mobile and online tools that are unmatched in performance, reliability, and functionality. We've packed the best tools into one extremely easy-to-use and affordable package that requires no big upfront investment. And we have in-house product experts to get you up and running immediately.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Grow your leads and convert more deals by adding the power of marketing to your sales arsenal with Constant Contact Lead Gen & CRM.
Constant Contact delivers for small businesses with powerful tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM (formerly SharpSpring) is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. Our tools are designed to help you attract the right leads, nurture them with personalized content, and grow your business with better conversion.
Learn more about Lead Gen & CRM (formerly SharpSpring)
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Bitrix24 is the fastest growing free CRM software used by over 12 million companies worldwide. Email marketing, quotes, invoicing too.
Bitrix24 is the leading free online CRM software used by over 12 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling. Advanced versions have sales and marketing automation, bulk SMS, campaign management and support for multiple pipelines. Available in 18 different languages.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Act! Premium empowers today's small and midsize businesses to market better, sell more, and create customers for life.
Act! Premium, a powerful all-in-one CRM and Marketing Automation tool, is perfect for today's small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or a hybrid deployment (Desktop Sync) for maximum flexibility!
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
100k+ ecommerce stores use Omnisend's all-in-one email marketing tool to easily nurture leads and access all relevant customer data.
Omnisend's complete marketing automation platform has everything to scale your online business. This includes a powerful CRM solution that automatically collects, analyzes, and leverages your customer data to create highly-personalized campaigns. Get the full picture of every customer journey and use ecommerce-designed tools to nurture leads and build loyalty. Combine email, SMS & Push for an immersive experience. Integrates easily in 1-click with Shopify, BigCommerce, WooCommerce, Wix & more.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Insightly is the modern, affordable CRM that teams love.
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Pipeline CRM is ranked #1 CRM for mid-market businesses, empowering sales teams of 10+ across a breadth of industries.
Join the teams who've used Pipeline CRM to close $40 billion in sales and counting! Built with the heartbeat of America in mind (thats you), we kept things simple. From our promise to help small to mid sized teams win deals faster. To an easy-to-use cloud-based platform that syncs your team in real time. And a Smart Agenda that builds itself while theyre hard at work. Thats how you spend more time closing deals. And less time trying to. Its that simple. Really.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Every CRM tool you need to manage clients, proposals, contracts, invoices, payments, and more.
Start your 7 day free trial today.
The go-to CRM for independent professionals—that's HoneyBook.
HoneyBook makes it easy to book more clients, manage projects, and get paid all in one place.
With proposals, invoices, contracts, payments, and scheduling at your fingertips, you have everything you need to give clients a great experience.
Start your 7 day free trial today.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
SendPulse is an all-in-one automation platform for email, SMS, and chatbot marketing, and for creating landing pages & online courses.
SendPulse is an all-in-one automation platform that specializes in email, SMS, and chatbot marketing and offers a complete toolkit for creating landing pages, developing online courses, and keeping track of everything in a free CRM.
SendPulse offers unlimited email sends with every plan, 24/7 live support, great deliverability and detailed reports. Free plan includes 15,000 emails every month and premium plan pricing starts at just $9.85/month.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.
Learn more about Freshsales
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.
Copper is the easy-to-use CRM for businesses on Google Workspace looking to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Easy-to-use, affordable, small business contact manager to track contacts, schedule follow-ups, and manage workflows.
BEST FOR 1-20 USER ACCOUNTS - Less Annoying CRM is a simple customer relationship manager built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service.
All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Wise Agent helps REALTORS® become more efficient, giving them the opportunity to save time and make more money with less stress.
Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other leading real estate technology companies, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps REALTORS become more efficient, giving them the opportunity to save time and take on more business.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Agile CRM is a complete sales, marketing and service suite designed to let SMBs to sell and market like the Fortune 500.
Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Mobile friendly and secure legal software that's easy to learn and use. Save time. Grow your firm. Go paperless. Work from anywhere.
PracticePanther is the top rated law practice management software on Capterra! See why tens of thousands of law firms in over 170 countries use PracticePanther to automate their workflows and get more done in less time. Never miss deadlines, get paid faster, seamlessly track billable time & expenses. Work from anywhere, on any device, with our mobile app. It's easy, user-friendly and intuitive. Spend less time managing your firm and more time making money. Try it free, no credit card needed.
Learn more about PracticePanther Legal Software
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
EngageBay is an all-in-one CRM with marketing, sales and service automation features integrated to a single platform.
EngageBay CRM offers a rich features set which enables you to manage your customer relationships better. It also comes with a full stack of Marketing, Sales and Service automation features to scale your business. The wide list of features allow you to capture leads, nurture and engage with them, convert to happy customers and provide superior customer experience using the unified platform. Stop paying for features that you do not need and switch to EngageBay today.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management, and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Easy-to-use CRM with optional marketing tool that helps you work smarter by managing and tracking your leads, customers and engagement.
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Customer relationship management software built for small business
Meet Thryv, the customer relationship management (CRM) software built for small business. Thryvs CRM gives you in-depth insights into customer data and detailed customer profiles that include contact info, appointment history, unique preferences, and personal notes. Use this information to send targeted text and email communications that keep them coming back again and again.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other Google Workspace applications.
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other Google Workspace applications. It can be used to track any business processes including sales, partnerships, support, hiring, deal flow, and much more. Streak also includes a powerful set of email tools such email tracking and mail merge (with automated follow-ups).
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Do you want your company to run EXACTLY how you want it to?
Try JobNimbus 2 Weeks for free, no credit card required.
Trying to get organized?
Does your team know what's going on with your customers?
Is all the business information in your head?
Do you want your company to run EXACTLY how you want it to?
Try JobNimbus 2 Weeks for free, no credit card required.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
The Most Powerful Real Estate Platform to Put Your Business Growth On Autopilot.
Ranked #1 by 250K Brokers, Teams, and Agents.
Ranked #1 by more than 4k brokerages and 250K Agents, kvCORE is a the real estate CRM built for todays brokerages and agents looking to automate and grow their business.
With its 20+ channels to organically grow agent pipeline, kvCORE is purpose-built to drive more high-value conversations for agents and their clients than any other platform on the market today.
Save 35% on tech costs, enhance brand recognition, and guarantee agent success, then kvCORE is the solution for your business.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
CRM that sits right within your Outlook. It helps manage Contacts, Sales, Projects, and Marketing. Also available as a web and mobile.
The best CRM Add-in for Outlook, also available as a web app and on iOS / Android.
It helps manage Customers, Sales, Projects, and Email Campaigns. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently.
The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Sales Hub provides email tracking, prospect database searching, presentation sharing, auto dialer with call recording and logging.
Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Sales Hub is built on the leading HubSpot CRM platform, where you can bring your customer data, tools, and teams together in one central system of record. Whether its strategies, services, or software, HubSpot has everything you need to grow better.
Learn more about HubSpot Sales Hub
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
SugarCRM is one of the world's leading CRM solutions, ideal for organisations with between 20 to 10,000 employees across all industries
SugarCRM has more than 2 million users across 120 countries. Our customers range from start-ups and mid-size businesses to enterprise organisations and cover all industries. In Europe, our customers include Rightmove, Mazars, Sennheiser and Deutsche Telefon.
SugarCRM is ranked as a Champion CRM platform in the 2022 CRM Emotional Footprint Awards by Software Reviews — a ranking based entirely on user input.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals.
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription comes with unlimited CRM contacts, data migration assistance, and world-class live support, all at an extremely affordable price.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
The #1 Cloud Accounting & Financial Management System. Achieve real-time visibility, drive efficiency, and scale with confidence.
Choose the flexible and scalable financial platform that delivers deep accounting capabilities, including payroll, tax filings, and inventory tracking tools, across multiple industries designed with a single aim—to accelerate your success. Small to medium-sized businesses prefer Sage Intacct for its ease of use, integrated multi-dimensional reporting, high customer satisfaction, dedicated support, and more. Maximize impact and future-proof your business with a partner who can scale with you.
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Features
- Contact Management
- Internal Chat Integration
- Email Marketing
- Lead Management
- Workflow Management
- Sales Pipeline Management
- Territory Management
- Task Management
- Marketing Automation
- Calendar/Reminder System
- Interaction Tracking
CRM Software Buyers Guide
Table of Contents
What is customer relationship management software?
Customer relationship management (CRM) software allows businesses to better manage customer interactions, support, and relationships through reliable systems and processes. It also integrates organizational processes across marketing, sales, and customer service.
The benefits of customer relationship management software
- Easy access to customer data: A customer relationship management system includes a searchable database that allows users to access client and prospect information during meetings. Some solutions also let users sync information across multiple devices, offering them access to the most up-to-date information on customers from anywhere.
- Streamlined processes through automation: Customer relationship management software lets users standardize different workflows and processes associated with sales, marketing, and customer support to increase coordination between these teams.
- Actionable insights on business performance and customer behavior: Vendors of some customer relationship management tools offer analytics functionality, which allows users to create customizable dashboards and reports based on customer data. These reports help in segmenting customers, tracking revenue, and managing personalized campaigns.
Typical features of customer relationship management software
- Contact management: Create a searchable database of customer and prospect information.
- Track interactions: Document conversations with customers and prospects on different channels such as phone, email, live chat, or in-person.
- Lead management: Track and manage leads throughout the customer lifecycle. This involves lead capture, storage, distribution, nurture, segmentation, and pipeline management.
- Calendar/reminder system: Create reminders about calls or meetings and synchronize these with the user’s calendar. A user can also set reminders via desktop notifications, calendar notifications, emails, or text messages.
- Document storage: Store, share, and manage documentation and paperwork.
- Segmentation: Divide the customer base into groups based on attributes such as age, gender, location, and preferences in order to create targeted sales and marketing campaigns.
Considerations when purchasing customer relationship management software
- Types of customer relationship management tools: A customer relationship management system falls into at least one of three buckets based on their functionalities: sales automation, marketing automation, and customer service and support. Sales automation solutions help users manage inventory, order processing, and sales reporting. Marketing automation solutions help users create and manage marketing campaigns. Customer service software helps track and manage customer queries. Users should assess their customer relationship management system needs and shortlist products that meet their specific needs.
- Total cost of ownership: The market is flooded with solutions that offer different pricing models depending on functionality breadth and deployment options, among other factors. But these options also differ in the total cost of ownership, depending on multiple criteria such as mode of deployment (cloud-based vs. on-premise), training time and costs, implementation time, and technical support costs.
- Data storage capabilities: Customer data is at the heart of a customer relationship management system. But the software also stores other data such as customer interactions, calendars, and campaign performance metrics. This makes adequate data storage a must-have when purchasing a solution. Buyers should assess their current data needs and estimate future needs.
Relevant customer relationship management software trends
- Adoption of a social customer relationship management system is on the rise: Social media usage is growing faster than ever. According to the Global Digital Report 2019, there are currently about 3.5 billion active social media users, indicating a 9% year-on-year growth compared to 2018. To build a social media strategy, small businesses can use social customer relationship management software that helps them manage their social media channels, run marketing campaigns, and track campaign performance in real time. Capterra's customer relationship management software directory allows you to search for software by the desired feature, including social media integration.
- AI is the future of small business customer relationship management tools: Small businesses are realizing the role that artificial intelligence (AI) can play in boosting the performance of customer relationship management software. According to a Salesforce survey, fast-growing SMBs are twice as likely to use AI when compared to slow-growing SMBs. An important application of AI in a customer relationship management system is chatbots: According to a Capterra technology trends report, 68% of small and midsize businesses are either currently using or plan to implement chatbots.
