karmaCRM Features

karmaCRM

Small business CRM software

4.69/5 (24 reviews)

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (287 other apps)
Activity Dashboard (153 other apps)
Activity Tracking (106 other apps)
Automatic Notifications (142 other apps)
Automatic Reminders (139 other apps)
CRM Integration (101 other apps)
Calendar Management (133 other apps)
Contact Database (100 other apps)
Custom Fields (112 other apps)
Customer Database (106 other apps)
Customizable Branding (134 other apps)
Customizable Reporting (118 other apps)
Customizable Templates (113 other apps)
Data Import/Export (133 other apps)
Electronic Payments (105 other apps)
Email Integration (131 other apps)
Mobile Integration (108 other apps)
Reporting & Statistics (138 other apps)
Social Media Integration (118 other apps)
Third Party Integration (145 other apps)

karmaCRM Feature Reviews

22 reviewers had the following to say about karmaCRM's features:

Andrew Bartholomew

KarmaCRM = insightly on steroids

2016-06-21

Pros

For me, KarmaCRM’s next best feature after task process templates is its Dashboard. Basically, you can create a “home page” of multiple “widgets” , each of which can be set to display whatever information you need to see.

Cons

KarmaCRM's mobile app isn’t great, but then you can’t expect to run a sophisticated CRM like this from a phone.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering karmaCRM

Like many crm users, I’ve tried 30 or 40 web-based CRMs looking for the one that’s perfect for my small business. Like everybody else, I’ve found it doesn’t exist – there’s always some vital feature missing, which you don’t find out until you are three days into it. But KarmaCRM hasn't got any missing features that I have found. It has email tracking, APIs, third party integrations, internal notifications, permissions, easy import and export – everything you expect in a modern CRM. KarmaCRM has very few online reviews, simply because people understandably gravitate to the CRM that has the most good reviews, thereby creating a snowball effect (see insightly). If you need something with the ease of use of insightly, and the greater power of Salesforce, but without the expense or the programming complexity, you will love KarmaCRM.

Source: Software Advice
Helpful?   Yes   No
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Friedrich Menges

KarmaCRM - my infallible assistant!

2015-11-09

Pros

Additionally, I could interface it to a registration form on my website, for automated creation of contact entries!

Cons

(which of course wouldn't, as it is cloud-based and you can have everything exported from it)

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

9/10

Recommendations to others considering karmaCRM

Take your time and find out if it's possible to make it work like you work yourself. Only then you will also use it! And if you don't use it consistently, it's a waste of time and money...

Source: Software Advice
Helpful?   Yes   No
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Sean Morris

Awesome Client relations software

2018-04-16

Pros

I love this product! The email integration is incredible, it makes my sales efforts so much easier!

Cons

A little confusing at first, but after some time navigating the software and looking at all the features, it's pretty easy. Practice makes perfect.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Stephen Morris

Very reliable CRM software

2018-02-22

Pros

I wish other CRM programs would utilize this feature without slowing down my PC.

Cons

The contacts interface is not as streamlined as other products I've used, but it is perfectly functional.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Greg Andrade

The Best Small Business CRM When You Need a Simple and Customizable Solution

2015-09-02

You can even capture leads from your website or import contacts and information from Linkedin and social media. It's also highly customizable, so you can modify it to match your preferences and processes.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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Joselyn VG

Good but need to improve!

2017-06-11

It has helped to organize clients' information.

Pros

It has a very flexible structure, so you can adapt almost everything to your needs and is easy to use.

Cons

The integrations with other apps don't work so well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

Nice CRM program very pleased

2017-11-18

Pros

accustomed to using it for archiving 100% of user/customer interaction, creating task chains, following up inquiries and problem reports.

Cons

Missing some enhancements that from my viewpoint would be beneficial to the overall use of the program. great interface now lets pick it up

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
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Jon Hills

Great System Good Price

2015-10-07

It is also user friendly, allowing you to download data when you need to but also customize your interface so you can see only the data points that you're interested in.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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Rob Frierson

By FAR, the very best of everything you could ever want in a CRM!

2015-10-02

We needed something that we could easily customize for our many thousands of customer contacts, our multiple in-house departments, our need to store lots of customer-specific information and files, a powerful and easy to use sales and lead tracker, plus we needed it to be mobile friendly and easy to learn.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Thomas Sycko

Excellent CRM for professional service companies

2016-09-25

In addition to being able to do almost everything needed "out-of-the-box," the little bit of customization we needed (adding a few additional fields and adjusting some terminology) was incredibly simple.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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Conston Taylor

Great piece of software if you are looking for a lean but powerful CRM solution.

2015-08-28

I immediately imported my contacts to the site which was super easy.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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Josh Dillingham

Overall positive. Straight forward easy to use and adopt+customizable

2016-07-13

Pros

Straightforward, feature-rich, economical way to CRM. Overall positive and would recommend for most businesses- especially startups

Cons

Missing some minor features/enhancements that from my viewpoint would be beneficial

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

7/10

Recommendations to others considering karmaCRM

Try it before you buy it. Demo it for free before you choose to use and you will see the proof is in the pudding

Source: Software Advice
Helpful?   Yes   No
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Greg Lawrence

Great Support! Great Product!

2015-09-02

The one drawback is that it won't automatically code clicking boxes from Wufoo, only fill in the blanks and drop down menus.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Roland Pearson

Review of KarmaCRM

2015-09-24

Pros

The abilty to customize the product to our busness needs, ease of use and high level of customer support.

Cons

I haven't expereinced any negative qualities regarding the product. It has met all of our expectations.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering karmaCRM

There are many CRM systems out there and we have looked at them all. The best value is KarmaCRM, by far. Their policy of trying the product to see how it fits your needs before engaging in a long term committment makes it very easy move forward with them. It also allows you see how the product is supported, which is important.

Source: Software Advice
Helpful?   Yes   No
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Jose Gonzalez

Karma is easy to use. Whenever I had difficulty the answers weren't to far away.

2015-08-31

Pros - easy Cons - sometimes there were glitches and I'd lose data I input

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Joel REYES

An absolutely essential tool for every business.

2015-10-06

The versatility, speed, and ease to implement was a big deciding factor for business and my team when choosing our CRM solutions.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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Stephen Taylor

My Strong Second Choice

2018-05-21

Pros

Nice uncluttered UI. Support was fantastic.

Cons

My one major concern with Karma was its viability in the longer term. Other than that it's one of the best out there.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
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Amanda Scocozzo

Karma CRM has exceeded all of my expectations with superior customer service!

2015-10-03

The customer service is highly responsive and very open to hearing my suggestions and customizations that align with my business model.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Michael Gudger

Searching for software solutions is so much easier now!

2015-12-15

Pros

For instance, our software needs include Ecommerce, billing, accounts payable, call center management, and IT management.

Cons

I was completely satisfied with the service. Obviously, every company has to choose the right software to meet their specific needs. Software Advice simplifies that process.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Likelihood to recommend

10/10

Recommendations to others considering karmaCRM

Be diligent & thorough when choosing a software for your business. Document what your needs actually are so that you can communicate those to the software vendor.

Source: Software Advice
Helpful?   Yes   No
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Bruce Boguslav

karmaCRM is the BEST !!

2015-10-07

Our organization - we are non-profit Consumer Advocates selected karmaCRM after an extensive search for a CRM product that would meet our needs, be easy to use, easy to adapt, had solid customer service and met our budget.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from KARMA Software


Wow, I'm truly touched. I can't thank you enough for all of your support along the way. I hope some day we get to meet in person so I can shake your hand good sir.

Feedback like that helps me and my entire team stay charged and focused.

Hope you have the best and most productive week!

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Craig Zelizer

Wonderful CRM system

2015-10-05

The Karma team have always been responsive to any inquiries we have had (via phone or email) and always open to feedback of ways to improve the product.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mark Brinker

KarmaCRM works great for me

2016-04-28

Very easy to use. Not bloated with features 99% of people will never use.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from KARMA Software


Thanks Mark. We appreciate your business and taking the time to review karmaCRM!

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