CRM highlights for October
Featured CRM Apps
  • Salesforce Sales Cloud 
     6

    Software by Salesforce.com

    Cloud-based CRM & sales automation

  • Small Business solutions from the worldwide leader in CRM. No software to install. It's simple and quick! Built on the Salesforce1 Platform, Sales Cloud connects the next generation of apps, devices, and customers. It’s an instant connection to your leads, contacts, accounts, and critical business information. It’s everything you need to close deals quicker. Wherever you are. Whenever you want. On any device. Salesforce, combined with your custom apps and AppExchange mobile apps, turns your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, or check dashboards no matter where you are. And collaborate across teams, from anywhere

    Learn more about Salesforce Sales Cloud →

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  • Zoho CRM 
     9

    Software by Zoho Corp

    Flexible CRM for Small Business

  • Zoho CRM is a web-based CRM application, which gives you a 360-degree view of your sales, marketing, inventory, customer support and more. Additionally, Zoho CRM offers integration with E-mail, MS Office and Outlook and Google Apps. Your data is kept as safe as any bank. At present, Zoho CRM has ~250,000 users and counting.

    Learn more about Zoho CRM →

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  • RelateIQ 
     63

    Software by RelateIQ

    Relationship Intelligence

  • RelateIQ automates, simplifies, and deepens the way you engage with professional relationships. Whether you are managing a sales pipeline or tracking deals to closure, RelateIQ provides tools and insights to increase your effectiveness. It automatically tracks and analyzes the day-to-day interactions that drive relationships in business development, sales, and more, using data and algorithms to make you better at your job.

    Learn more about RelateIQ →

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  • Insightly 
     23

    Software by Insightly

    Online CRM app for Small Businesses

  • Insightly provides customer relationship and project management software to small businesses worldwide. More than 650,000 users in 200 countries leverage Insightly’s cloud-based application to manage customer transactions, interactions, leads, proposals, opportunities and projects from any device at any time. Insightly’s web application allows businesses to start using CRM with just an email address and a web browser. In addition, Insightly for Google Apps is the number one CRM application in the Google Apps marketplace.

    Learn more about Insightly →

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  • Infusionsoft 
     8

    Software by Infusionsoft, Inc.

    Grow Sales. Save Time. Get Organized.

  • Infusionsoft is the only all-in-one sales and marketing automation software for small businesses that combines CRM, email marketing and e-commerce. Over 23,000 small business owners use Infusionsoft to get organized, save time and grow sales. See why!

    Learn more about Infusionsoft →

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  • NetSuite CRM+ 
     2

    Software by NetSuite

     

  • NetSuite CRM+ software is the only cloud CRM system to provide complete customer lifecycle management, supporting lead generation through to opportunity creation, order processing, fulfillment, renewal, upsell, and cross-sell. It is used by over 16,000 organizations worldwide. According to Nucleus Research, customers deploying NetSuite increase sales productivity by 12.5% due to the system’s more complete approach to CRM that provides a true 360 degree view of the customer. Improve customer satisfaction, revenue, and marketing ROI with NetSuite CRM+. NetSuite CRM+ delivers powerful customer relationship management (CRM) capabilities, including sales force automation (SFA), marketing automation, customer support and service, and flexible customization, all in a web-based CRM application. NetSuite CRM+ also includes order management, sales forecasting, partner management, and marketing effectiveness capabilities.

    Learn more about NetSuite CRM+ →

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  • Pipedrive 
     2

    Software by Pipedrive

    CRM and lead management software

  • Pipedrive is a simple, yet powerful sales pipeline management tool loved by small and medium sized sales teams. It's built hand-in-hand by hardcore salespeople and ex-Skypers. Pipedrive organizes leads in a way you'll always have a great overview of sales, and makes you focus on the important deals first. Setting up an account takes a minute. Pipedrive helps you get super-organized: ★ Simple and effective sales pipeline management ★ Helps you focus on the right deals. ★ So easy to use that salespeople love it. ★ Use on computer or mobile. ★ Integrates with Google Contacts, Google Calendar and other Google apps.

    Learn more about Pipedrive →

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  • Salesformics 
     0

    Software by Salesformics

    Simple CRM and all-inclusive marketing automation for everyone

  • "As easy to use as a search engine" Salesformics is an all-in-one customer relationship manager (CRM), sales and marketing automation solution that is designed and priced for small and medium-sized businesses. It is the only solution of this kind designed to get you up and running in minutes, not after days of training. Manage leads, accounts and opportunities. Automate sales and marketing processes. Leverage social media and marketing channels. Salesformics integrates with Twitter, LinkedIn, Buffer, Constant Contact, Evenbrite, Dropbox, Campaign Monitor and more.

    Learn more about Salesformics →

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  • Desk.com 
     18

    Software by Salesforce

    Online customer service software

  • Desk.com's all-in-one support app has everything fast-growing business need to provide fast, awesome customer service. It's easy to get up and running, and you can see all of your cases in one place and engage with customers across all channels in one easy-to-use desktop.

    Learn more about Desk.com →

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  • Sellsy CRM 
     0

    Software by Sellsy CRM

    CRM and Customer Relationship

  • Work together and keep customer satisfaction under control. Try our drag and drop friendly pipeline management, share collaborative tasks with your team, store any document or comment directly online! Sellsy's advantage: collect your leads straight from your website Use our Wordpress, Drupal and Prestashop modules to automate opportunities generation.

    Learn more about Sellsy CRM →

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  • Kickserv 
     10

    Software by Kickserv

    Field Service Management online CRM

  • Kickserv is a web-based CRM application for the field service industry which is easy-to-use. Our solution offers customer relationship management (CRM), scheduling, estimates, shared calendar management, mobile access, invoicing, dispatching, and more. Kickserv also synchronizes to QuickBooks Desktop and Online so you don't have to do double entry which is saving you time and MONEY. Ideal for Plumbers, HVAC, Computer Repair, Electricians, Handyman, Carpet Cleaning, Landscaping & Lawn Care, Maid Service, Pest Control, and many more industries!

    Learn more about Kickserv →

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  • Agendize Online Scheduling 
     1

    Software by Agendize

    Get bookings with a simple, flexible and mobile tool.

  • A scheduling solution that brings a real impact to your business. Agendize Appointment Scheduling Software is an online scheduling application that lets your visitors make bookings and lets you manage bookings online 24/7.

    Learn more about Agendize Online Scheduling →

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  • FinancialForce ERP 
     0

    Software by FinancialForce.com

    Cloud ERP solution for Salesforce

  • FinancialForce ERP, a unified family of cloud solutions that power a customer-centric organization’s back office needs. Built on the Salesforce1 Platform, FinancialForce ERP connects customers, employees, partners and products into a single system, providing everyone with a consistent view of the entire customer journey. Customers using Salesforce CRM and FinancialForce ERP are able to take advantage of cross-departmental reporting, analytics, workflow and collaborative capabilities including Salesforce1 Chatter. - Financial Management - Ordering & Billing - Supply Chain Management - Professional Services Automation - Human Resource Management Unlike ERP systems of the past, FinancialForce.com applications are built to change, upgrade and configure. Our cloud platform allows companies to get started very quickly—even one app at a time. Our ‘configure before coding’ approach and the 2,000 apps in the salesforce.com ecosystem make it easy to customize and evolve your solution.

    Learn more about FinancialForce ERP →

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  • Contactually 
     17

    Software by Contactually

    A CRM that you'll actually enjoy using

  • Contactually is a CRM software you'll actually want to use, and the perfect way to make sure you stay in touch with the most important people in your network. By automatically aggregating key information from across different email accounts, social networks, and more, Contactually is able to do far more than a typical CRM — like identify who you should contact next, and even help you figure out what to say. Your everyday network is more valuable than you probably realize. Using Contactually is a fun, easy way to get the most from it without having to change the way you work.

    Learn more about Contactually →

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  • Pipeliner CRM 
     5

    Software by Pipelinersales Corporation

    CRM Software for Apps, Windows & Mac

  • ★ Pipeliner is a fresh new way to look at the traditional sales pipeline. Built by professional salespeople for professional salespeople, Pipeliner uses a proprietary visual tool that engages salespeople with their prospects and customers and prioritizes the activities that help salespeople close deals. ★ We created an eye-catching, customizable representation of your pipeline -- because, A picture of your sales target is worth 1,000 spreadsheets. ★ Your sales team works together -- no one person on the team is an island. So why buy into a CRM that forces everyone into data-entry hell? We bring the insight of your entire team to the forefront for collaborative success. ★ Many CRM's fail at the most crucial aspect of the job: Providing a better sales process. With Pipeliner CRM, your team gets more organized, wins more deals and you reduce risk (while improving forecasts) -- All critical factors in your CRM investment!

    Learn more about Pipeliner CRM →

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  • Hatchbuck 
     0

    Software by Hatchbuck

    SMB sales and marketing software

  • Hatchbuck is an all-in-one sales and marketing software for small businesses. Our simple CRM, email marketing and marketing automation tools help smaller companies to stay organized, save time and boost sales. Hatchbuck includes everything you need to capture new contacts that visit your website, segment and nurture prospects, increase engagement and convert more opportunities into customers. Check out a live demonstration to see first hand how Hatchbuck can help your small business grow.

    Learn more about Hatchbuck →

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  • HarmonyPSA 
     2

    Software by Datalogic Solutions Ltd

    Complete professional services automation package.

  • HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources

    Learn more about HarmonyPSA →

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  • Booker 
     5

    Software by Booker Software

    Online booking management software

  • Booker is an all-in-one business management platform that gives you the power to run your business anytime, anywhere. We make it easy to access your business 24/7 from a computer, tablet, or smartphone. We also make it easy for your customers to book appointments and classes—even after business hours—from your website, social accounts, or mobile app. Our expertise in cloud-based business management makes us the safe, reliable choice.

    Learn more about Booker →

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  • InfoFlo 
     0

    Software by Carmel Vision

    All-in-One CRM Software Solution

  • Infoflo's software is an easy to use customer relationship management CRM software that is perfect for managing relationships with your customers and contacts. It is a fully integrated contact, relationship, 
email, calendar, document & task management solution. Most CRM solutions today are far too expensive for businesses and are not user-friendly. As a result, these solutions typically involve recurring maintenance and software update costs, in addition to initial assessment and consultant costs. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Our Customers appreciate this pricing model and take advantage of our free upgrades for life option.

    Learn more about InfoFlo →

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  • Podio 
     19

    Software by Podio

    The flexible way to manage projects with clients

  • Communicate, organize and get work done in one place with Podio. A tool that your team will love to use, that's entirely customizable to suit how you run projects most efficiently.

    Learn more about Podio →

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  • ActiveCampaign 
     4

    Software by ActiveCampaign

    Email Marketing + Marketing Automation + CRM/Sales Automation

  • Send newsletters, manage contacts, and automate your marketing. ActiveCampaign helps over 100,000 businesses grow with email marketing & marketing automation. Send newsletters, setup automated campaign sequences, automate sales processes, and more. Learn why thousands are ditching their current email marketing & marketing automation providers.

    Learn more about ActiveCampaign →

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  • Workbooks CRM 
     9

    Software by Workbooks.com

    CRM For Small and Medium Businesses

  • Workbooks is one of the fastest growing provider of CRM apps designed specifically for small and mid-size organisations. With headquarters in the UK, our suite of software enables our clients to accelerate sales growth, improve marketing execution, streamline business processes and improve the quality of customer support they deliver. The Workbooks CRM Edition delivers easy to use sales force automation, marketing management and customer support tools. The Workbooks Business Edition extends CRM to include the generation of transaction documents, such as customer orders, supplier purchase orders and customer invoices.

    Learn more about Workbooks CRM →

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  • ManageEngine SupportCenter Plus 
     1

    Software by Zoho Corporation

    Web based customer support

  • SupportCenter Plus is a web-based CRM application and customer support tool that lets organizations effectively manage customer tickets, their account & contact information, the service contracts and in the process providing a superior customer experience. It enables you to manage multiple service contracts and related support plans to service your customers on time and bill accordingly. The self-service portal and allow your customers to submit tickets, track them, search the knowledge base and run reports.

    Learn more about ManageEngine SupportCenter Plus →

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  • PlanPlus Online 
     1

    Software by PlanPlus Online

    Personal Planner and CRM software

  • PlanPlus Online is planning software, plus a progressive set of productivity, collaboration, and Customer Relationship Management (CRM) features that allow you to increase individual effectiveness and build a Culture of Productivity™

    Learn more about PlanPlus Online →

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  • Zoho Contact Manager 
     0

    Software by Zoho Corporation

    Online contact management software

  • All Business Contacts in One Place. Zoho ContactManager lets you keep all your business contacts in a centralized place. A Unified View of Your Interactions. Tasks, meeting, notes and all you need to know about your contacts is available in one place. Follow-up and Get Things Done Share best practices with your team, do the right set of follow-up activities and get things done. Easily Distribute Tasks to Your Team. Assign, pioritize, track to-do items, plan follow-up activities accordingly. Access Info from Your Phone Instantly access your contact's phone number, email address, notes and much more.

    Learn more about Zoho Contact Manager →

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Key Features & Benefits

  • Customer data management
  • Customer support and service
  • Lead management and marketing campaign tools
  • Client interaction tracking and recording
  • Team communication, collaboration and file sharing tools
  • Key sales insights and reporting tools
  • Staff performance and productivity monitoring

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CRM Reviews


Megan Thornberry reviewed

Booker

"Has been great for our business"

  6 days ago 15:24


Lauren Rogers reviewed

Pipeliner CRM

"Haven't found any cons yet!"

  24th of September 14:18


Joanna Motylewska reviewed

Podio

"Podio Love"

  30th of July 23:01


Ron Johnson reviewed

Contactually

"I"

  29th of July 19:43


Keith Norris reviewed

PlanPlus Online

"Use it- Love it!"

  20th of June 17:26


Brian Walsh reviewed

Workbooks CRM

"Amazingly Simple"

  12th of June 04:13


Alex Agostini reviewed

Insightly

"Poor Understanding of how People Use CRM but some cool features."

  21st of May 14:48


Maurice D. Williams, MS reviewed

Infusionsoft

"Infusionsoft Rocks!"

  14th of May 16:26


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What is CRM Software?

CRM software helps to improve the quality of the relationship between a company and its clients by automating a range of customer-focused processes and providing insights into these activities. The traditional goal of customer relationship management software is to automate the process of recording and storing customer information, providing one point of access for all team members.

However, as these applications have become more popular they have grown to be become vital tools for sales teams in managing their daily activities.

CRM applications are not only used to keep track of customer interactions, but also those of vendors, partners and suppliers. This helps sales teams and other customer-focused members improve the experience of their customers. Features that help with this include conversation and interaction tracking, allowing you to follow the progress of leads through the sales cycle.

The majority of CRM solutions not only offer customer data storage, but also include sales and marketing features, such as lead management, competitor analysis and team collaboration tools.

CRM software removes the need for teams to keep separate spreadsheets, files and folders by consolidating customer data, interactions, notes, billing, invoicing and account history into one easily accessible user interface. Many applications now also link social media profiles to customer profiles.

Having all this client information in one place bridges the gap between departments, improving the overall performance of all teams. This also helps teams to avoid doubling up on work and ensures your most important clients receive the right amount of attention.

Many CRM applications also include features for performance and productivity monitoring and will generate reporting based on key insights and analytics. This helps you identify issues and opportunities that may otherwise go unnoticed.

Key Features & Benefits

  • Customer data management
  • Customer support and service
  • Lead management and marketing campaign tools
  • Client interaction tracking and recording
  • Team communication, collaboration and file sharing tools
  • Key sales insights and reporting tools
  • Staff performance and productivity monitoring

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