1295 results
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Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 95,000+ 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 CRM that is both agile and powerful. Learn more about Pipedrive
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 95,000+ paying customers spanning across 179 countries, sales teams are drawn in by our...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
monday.com, a robust CRM software, ideal for customer relationship management with a highly secure environment for your customer data. Learn more about monday.com
monday.com is a powerful CRM platform that allows you to seamlessly manage all things CRM in one highly secure place. Its easy setup and intuitive interface mean smooth on-boarding and fast adoption for your team. Easily manage customer relations with effective automations, integrations, dashboards, customizable workflows, and multiple data views. Save time, boost efficiency, and connect everything from sales pipelines to customer projects directly to a CRM platform that meets your unique needs. Learn more about monday.com
monday.com is a powerful CRM platform that allows you to seamlessly manage all things CRM in one highly secure place. Its easy setup and intuitive interface mean smooth on-boarding and fast adoption...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Onpipeline is one of the best Sales CRM for small-medium businesses. Learn more about Onpipeline
Onpipeline is one of the best Sales CRM for small-medium businesses! Secure and reliable CRM to manage Sales, Contacts and Activities. You can integrate your emails and calendars, automate recurring tasks, create and send Quotes, get Leads from web forms or API, and much more. Focused on helping you track Deals without spending hours filling out forms. You can take control of your sales process, set Events for your next actions that sync with your gmail or outlook calendar, etc. Learn more about Onpipeline
Onpipeline is one of the best Sales CRM for small-medium businesses! Secure and reliable CRM to manage Sales, Contacts and Activities. You can integrate your emails and calendars, automate...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Freshworks CRM is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business. Learn more about Freshworks CRM
Built on the next-generation customer engagement platform, Freshworks CRM helps break internal silos and deliver personalized experiences across marketing and sales. The AI-powered CRM enables sales and marketing professionals to better understand customers with the right customer insights at the right time across each touchpoint. The CRM includes salesforce automation, marketing automation, chat, and telephony all in one solution. Learn more about Freshworks CRM
Built on the next-generation customer engagement platform, Freshworks CRM helps break internal silos and deliver personalized experiences across marketing and sales. The AI-powered CRM enables sales...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Used in agile sales teams to increase sales productivity, clear bottlenecks in processes, and ultimately hit revenue targets. Learn more about Vtiger CRM
Vtiger is an easy to use and customisable CRM leveraged by sales teams in over 300,000 companies to boost business revenue and sales performance. Vtiger adds value at all stages of the sales process from helping you capture & identify top leads, nurture deals via automated email & SMS campaigns, collaborate with teammates, analyse & forecast revenue, streamline meetings, spot deals at risk, manage proposals & quotes, and ultimately win more deals. Learn more about Vtiger CRM
Vtiger is an easy to use and customisable CRM leveraged by sales teams in over 300,000 companies to boost business revenue and sales performance. Vtiger adds value at all stages of the sales process...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
CRM + Event Management + Campaigns = The best Event CRM on the market. Learn more about Glue Up
Try our Event CRM to manage your customers, as well as to plan, promote, and execute one or hundreds of events, large and small, efficiently from start to finish. Join companies like KPMG or Facebook, and drive revenue, save time and increase ROI with a full suite of high-performance tools that streamline operations and maximize engagement. Keep data synchronized in a central location and leverage it to establish lasting relationships. Glue Up (formerly EventBank) is an all-in-one software. Learn more about Glue Up
Try our Event CRM to manage your customers, as well as to plan, promote, and execute one or hundreds of events, large and small, efficiently from start to finish. Join companies like KPMG or...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Bitrix24 is the fastest growing free CRM software used by over 8 million companies worldwide. Email marketing, quotes, invoicing too. Learn more about Bitrix24
Bitrix24 is the leading free online CRM software used by over 8 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. The free plan also comes with email marketing and telephony. Advanced versions have sales and marketing automation, bulk SMS, campaign management and support for multiple pipelines. Available in 18 different languages. Learn more about Bitrix24
Bitrix24 is the leading free online CRM software used by over 8 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts,...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Caspio is the world's leading LOW-CODE platform for building custom CRM applications without coding. Learn more about Caspio
Caspio is the world's leading LOW-CODE platform for building custom CRM applications without coding. Ranked a Leader by Forrester Research, the all-in-one platform provides everything you need to digitally transform business operations and workflows. It includes an integrated cloud database, a visual application builder, enterprise-grade security, regulatory compliance, and scalable global infrastructure. See why Caspio is trusted by over 15,000 companies worldwide. Try it for FREE. Learn more about Caspio
Caspio is the world's leading LOW-CODE platform for building custom CRM applications without coding. Ranked a Leader by Forrester Research, the all-in-one platform provides everything you need to...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
ClickUp is the future of work - it's one app to replace them all. ClickUp is the #1 fastest growing productivity app in 2020. Learn more about ClickUp
ClickUp is one app to replace them all. It's the future of work - where anyone can work on anything. More than just task management - ClickUp offers docs, reminders, goals, calendars, scheduling, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate. Learn more about ClickUp
ClickUp is one app to replace them all. It's the future of work - where anyone can work on anything. More than just task management - ClickUp offers docs, reminders, goals, calendars, scheduling, and...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
NetSuite CRM delivers your business with powerful front-office capabilities in a single, cloud-based CRM solution. Learn more about NetSuite
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 Learn more about NetSuite
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,...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Agile CRM is a complete sales, marketing and service suite designed to let SMBs to sell and market like the Fortune 500. Learn more about Agile CRM
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. Learn more about Agile CRM
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,...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work. Learn more about Salesflare
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from email, social media, company databases, phone, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Learn more about Salesflare
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
EngageBay is an all-in-one CRM with marketing, sales and service automation features integrated to a single platform. Learn more about EngageBay
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. Learn more about EngageBay
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Unite CRM with project planning, resource management, tasks, timesheets, billing & reports in one platform built for Google Workspace. Learn more about VOGSY
VOGSY unites sales and project teams in one user-friendly platform built for Google Workspace. Automate quotes and invoices with easy Google Docs templates and plan a profitable pipeline with CRM synced to projects, resource planning and forecasting. With customer profitability charts, you'll know at a glance which customers are making you money and which ones aren't. Assign tasks to resources from Gmail, follow up with clients and prospects faster, win more deals and make sales predictable. Learn more about VOGSY
VOGSY unites sales and project teams in one user-friendly platform built for Google Workspace. Automate quotes and invoices with easy Google Docs templates and plan a profitable pipeline with CRM...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs. Learn more about Bigin by Zoho CRM
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs. Learn more about Bigin by Zoho CRM
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs.

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Collaboration platform built for email management, customer support, and task management. Learn more about Rooftop
Rooftop is a collaboration platform built for email management, customer support, and task/project management. It was built around the following 3 pillars: -Inbox management: Managing emails can be a tedious task. Rooftop helps you classify, process, and retrieve emails easily. - Collaboration: Rooftop was built to make it possible for teams to collaborate on emails and tasks. - Task management: Manage all your tasks and projects in Rooftop. You can build all kinds of workflows and sales pipelines. Learn more about Rooftop
Rooftop is a collaboration platform built for email management, customer support, and task/project management. It was built around the following 3 pillars: -Inbox management: Managing emails can be...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Chatabox is a simplified CRM platform for business that is packed with lots of features and competitively priced from $35 AUD dollars. Learn more about Chatabox
Chatabox is a cloud-based CRM that is fully scalable user-friendly with seamless workflow and automation features to simplify the sales and lead management process. Standard features include tracking and sharing contact emails, attachments, appointment, customer relationships, marketing, leads generation, storage, quotes and proposals, invoicing with customisable dashboards plus an array of other features starting from $35 AUD dollars. Learn more about Chatabox. Learn more about Chatabox
Chatabox is a cloud-based CRM that is fully scalable user-friendly with seamless workflow and automation features to simplify the sales and lead management process. Standard features include tracking...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. Learn more about TOCA CRM
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. Learn more about TOCA CRM
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more.

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
SmartSales is an all-in-one field sales app that eliminates paperwork and allows reps on the road to sell more and better. Learn more about SmartSales
SmartSales is an all-in-one field sales CRM that eliminates paperwork, allows reps on the road to sell more and better, and saves them up to 90 minutes a day. - Territory management: Prospects and customers are geolocated and can be segmented. - Constant accuracy: Stocks, prices, and docs are always up to date. - Keep track of everything: Customize and generate in-depth visit reports as well as succinct notes. - Action-driven: Place orders right away in the app. No more extra waiting time. Learn more about SmartSales
SmartSales is an all-in-one field sales CRM that eliminates paperwork, allows reps on the road to sell more and better, and saves them up to 90 minutes a day. - Territory management: Prospects and...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Simplify the Workforce Equation with IMPRINT, our End-to-end Workforce Management Solution. Learn more about IMPRINT
IMPRINT AI LLC is a Delaware head-quartered SaaS product company run by IIT/IIM alumni who are passionate about using technology to solve real problems of their customers in this ever-transforming world. Our advanced tracking solutions go far beyond simple tracing of coordinates and offer smart modules that simplify the life of business managers with attendance management, expense management, and digitization of paperwork. Simplify the Workforce Equation with IMPRINT. Learn more about IMPRINT
IMPRINT AI LLC is a Delaware head-quartered SaaS product company run by IIT/IIM alumni who are passionate about using technology to solve real problems of their customers in this ever-transforming...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Keep your launches smooth and your communication clear by using Trello to see which tasks are on track, and which content is up next.
From planning a launch, to editorial calendar content, to meeting agendas and everything in between, Trello helps your marketing teams get more done. Trello is the command center that connects all your tasks and tools to show status updates, due dates, and allows you to quickly comment back and forth to teammates. Attach files and tickets from other apps like Google Docs and Salesforce, so everything stays together. Keep launches smooth and your whole marketing team on the same page.
From planning a launch, to editorial calendar content, to meeting agendas and everything in between, Trello helps your marketing teams get more done. Trello is the command center that connects all...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform.
Drive growth with Sales Cloud 360, the best-in-class sales solution that has helped power the world's best sales teams on the world's #1 CRM platform. Firms of all sizes, industries, and geographies, realize value faster with Sales Cloud 360. Increase rep productivity with data driven selling by quickly deploying industry-specific apps and best practice processes. You also get access to 150,000+ sales organizations and a 2 million user-strong community that are passionate about sales growth.
Drive growth with Sales Cloud 360, the best-in-class sales solution that has helped power the world's best sales teams on the world's #1 CRM platform. Firms of all sizes, industries, and geographies,...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster.
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools anyone can use to be successful. Mailchimp puts your audience at the center so you can send marketing emails and automated messages, create targeted ad campaigns, build landing pages, send postcards, facilitate reporting and analytics, and sell online.
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
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.
Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation,...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
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.
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
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.
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Zendesk offers an industry-leading customer service solution.
Zendesk offers an industry-leading customer service solution. On average, it increases customer satisfaction by 25% and agent productivity by 30% - at any scale. All your customer interactions live in a single, dynamic interface with features like web widgets, pre-defined ticket responses, and a full customer history. Get up and running quickly, and expect to see results even faster.
Zendesk offers an industry-leading customer service solution. On average, it increases customer satisfaction by 25% and agent productivity by 30% - at any scale. All your customer interactions live...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Freshdesk is an easy-to-use customer service software that helps over 40,000 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 40,000 customers, including Bridgestone, HP, Harvard University, and DHL.
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Put customer service at the heart of your company. Make agents more productive, managers more impactful and customers more empowered.
Zoho Desk is a web-based customer service application that helps your company build stronger relationships with customers. With Zoho Desk, agents become more productive, managers become more impactful, and customers become more empowered. It's customizable, convenient to use, and it doesn't cost you a fortune. Part of Zoho's 40+ strong suite of business software, Zoho Desk brings you the power to put customer service at the heart of your company.
Zoho Desk is a web-based customer service application that helps your company build stronger relationships with customers. With Zoho Desk, agents become more productive, managers become more...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
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.
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+...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
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.
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
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.
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.

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Keap's platforms, Lite, Pro, Max and Max Classic (formerly Infusionsoft) provide all-in-one CRM, sales, and marketing automation softwa
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.
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Automate every part of the recruiting lifecycle with Bullhorn's recruiting software built for staffing and recruiting agencies.
Bullhorn is the global leader in software for the staffing and recruiting industry. More than 10,000 staffing companies rely on Bullhorn's cloud-based platform to drive sales, build relationships, and power their staffing processes from start to finish. Headquartered in Boston, with offices around the world, Bullhorn is founder-led and employs more than 950 people globally. To learn more, visit www.bullhorn.com or follow @Bullhorn on Twitter.
Bullhorn is the global leader in software for the staffing and recruiting industry. More than 10,000 staffing companies rely on Bullhorn's cloud-based platform to drive sales, build relationships,...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
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.
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....

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
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.
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
SharpSpring offers powerful, flexible marketing automation with fully integrated CRM and social media management for agencies and SMBs.
SharpSpring is a comprehensive revenue growth platform stacked with sales and marketing automation features. Its one of the most flexible platforms on the market, offering powerful, behavior-based email marketing, native or 3rd-party CRM integration, social management tools, landing page & blog builders, universal CMS compatibility, and integration with hundreds of apps. SharpSpring is usually less than 1/3 the cost of other platforms and offers marketing agencies a special partner program.
SharpSpring is a comprehensive revenue growth platform stacked with sales and marketing automation features. Its one of the most flexible platforms on the market, offering powerful, behavior-based...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Act! makes it easy for businesses to grow, delivering proven CRM and powerful emarketing, the ultimate toolset.
Act! CRM provides users with everything they need to market like a pro, turn leads into sales, and win raving fans for life. For over 30 years, Act! has been a pioneer in the small & midsized business software market and today offers the rich functionality, unparalleled flexibility, and exceptional value that enables a perfect fit for every customer.
Act! CRM provides users with everything they need to market like a pro, turn leads into sales, and win raving fans for life. For over 30 years, Act! has been a pioneer in the small & midsized...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
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.
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
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.
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
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.
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
CRM solution for growing businesses to capture new business, track post sale customer interaction, and project delivery.
Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. With more than 1.5 million users in a variety of industries, Insightly is a leading CRM software. Businesses use Insightly to manage contacts at every stage of the sales process, track customer relationships, monitor their sales pipeline, and more.
Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. With more than 1.5 million users in a variety of...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
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.
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Be more professional, profitable, organized and efficient. The all-in-one Tool
Accelerate growth and efficiency with JobNimbus the best management software. Paperless contracts. Flexibility in terms of customization. Info everywhere, anywhere in the mobile app. Expedite your processes through integrations. Visual archive of job photos. Organize contacts/leads. Improve your work follow-up through tasks. Organize through work orders. Track outstanding invoices, collect payments Increase professionalism with estimates. Operational visibility through reports.
Accelerate growth and efficiency with JobNimbus the best management software. Paperless contracts. Flexibility in terms of customization. Info everywhere, anywhere in the mobile app. Expedite your...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
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.
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
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 small businesses that need to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Don't waste hours on typing things out. 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.
Copper is the easy-to-use CRM for small businesses that need to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools....

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Small business software to manage leads, customer information, contact history and reminders, and emails.
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.
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Keep track of top leads and opportunities, personalize sales cycles, control statistics/forecasts, and more with Odoo CRM.
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.
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...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other G Suite applications.
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other G Suite applications. It can be used to track many business processes including sales, partnerships, support, hiring, deal flow, and much more. Streak also includes a powerful set of email tools such email tracking, that lets you track when an email is opened.
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other G Suite applications. It can be used to track many business processes including sales,...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification
Not just a CRM: proposals, contracts, payments, and more. Get 7 days free when you're ready.
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. Small business owners and freelancers have tripled their bookings and saved multiple hours a day using HoneyBook tools. Start a free trial today!
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and...

Features

  • Internal Chat Integration
  • Email Marketing Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Lead Qualification

CRM Software Buyers Guide

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.
  • 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.