CRM Software with Process Management

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monday.com   

1,781
Project Management Made Easy
monday.com, an award-winning tool, makes an ideal solution for customer relationship management with a highly secure and reliable environment for your customer data and privacy. Easily manage customer relations with effective automations, integrations, dashboards and multiple data views. Read more about monday.com
Project Management Made Easy
monday.com, an award-winning tool, makes an ideal solution for customer relationship management with a highly secure and reliable environment for your customer data and privacy. Easily manage customer relations with effective automations, integrations, dashboards and multiple data views. Read more about monday.com

Scoro   

135
Comprehensive business management software.
Scoro is a cloud-based business management software, covering project & work management, CRM, quoting, billing, advanced reporting, dashboards, and much more. Read more about Scoro
Comprehensive business management software.
Scoro is a cloud-based business management software, covering project & work management, CRM, quoting, billing, advanced reporting, dashboards, and much more. Read more about Scoro

VeryConnect   

19
Membership, CRM and Community Software
VeryConnect's intuitive and reliable membership CRM typically saves 80% of your administration time. Our customisable CRM includes a secure GDPR-compliant database, powerful search, integrated email marketing, statistics and reports. Request a demo from our helpful UK team today. Read more about VeryConnect
Membership, CRM and Community Software
VeryConnect's intuitive and reliable membership CRM typically saves 80% of your administration time. Our customisable CRM includes a secure GDPR-compliant database, powerful search, integrated email marketing, statistics and reports. Request a demo from our helpful UK team today. Read more about VeryConnect

AgencyBloc  

87
CRM/Agency Management System for L&H Insurance Agencies
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation. Read more about AgencyBloc
CRM/Agency Management System for L&H Insurance Agencies
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation. Read more about AgencyBloc

Propertybase  

40
Real Estate CRM & Marketing Platform
Propertybase connects real estate businesses with scalable technology, creating repeatable, streamlined and efficient processes to manage the entire sales cycle. Read more about Propertybase
Real Estate CRM & Marketing Platform
Propertybase connects real estate businesses with scalable technology, creating repeatable, streamlined and efficient processes to manage the entire sales cycle. Read more about Propertybase

Zoho CRM  

2,920
CRM software that helps you sell smarter, better, faster.
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications. Read more about Zoho CRM
CRM software that helps you sell smarter, better, faster.
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications. Read more about Zoho CRM

Really Simple Systems  

242
Making CRM Simple
Small business CRM for B2B with everything you need to manage your customers, prospects, tasks, sales opportunities and marketing all in one easy-to-use system. Read more about Really Simple Systems
Making CRM Simple
Small business CRM for B2B with everything you need to manage your customers, prospects, tasks, sales opportunities and marketing all in one easy-to-use system. Read more about Really Simple Systems

bpm'online CRM  

74
Boost marketing, sales and service performance!
Online software for business process automation, sales force automation, marketing and service management. Read more about bpm'online CRM
Boost marketing, sales and service performance!
Online software for business process automation, sales force automation, marketing and service management. Read more about bpm'online CRM

Contactually  

91
Turn relationships into results
Use Contactually to see all your sales activity on a dashboard, organize contact records into buckets, automate actions, send emails & create pipelines. Read more about Contactually
Turn relationships into results
Use Contactually to see all your sales activity on a dashboard, organize contact records into buckets, automate actions, send emails & create pipelines. Read more about Contactually

SalesNexus  

60
CRM, Sales and Marketing Automation for B2B Sales Teams
CRM sales people will use! Simple and easy to use. Easy to customize to your unique business. Read more about SalesNexus
CRM, Sales and Marketing Automation for B2B Sales Teams
CRM sales people will use! Simple and easy to use. Easy to customize to your unique business. Read more about SalesNexus

NABD System  

38
Omnichannel Customer support & Help Desk software-FREE PLAN
NABD provides a framework to dispatch, analyze, automate, and unify customer interactions with your business to provide excellent customer experience. Read more about NABD System
Omnichannel Customer support & Help Desk software-FREE PLAN
NABD provides a framework to dispatch, analyze, automate, and unify customer interactions with your business to provide excellent customer experience. Read more about NABD System

Anthill  

13
Customer process management & CRM
Anthill is a customer process management & CRM solution that allows organizations to organize employee and customer interactions into workflow streams across teams, channels and locations to streamline business operations. Read more about Anthill
Customer process management & CRM
Anthill is a customer process management & CRM solution that allows organizations to organize employee and customer interactions into workflow streams across teams, channels and locations to streamline business operations. Read more about Anthill

ExxpertApps  

9
All-In-One Next Generation Enterprise Application in the Cloud
ExxpertApps is more than a CRM because it also manages mass communications, marketing campaigns, procurement, invoicing and eBusiness transactions. Read more about ExxpertApps
All-In-One Next Generation Enterprise Application in the Cloud
ExxpertApps is more than a CRM because it also manages mass communications, marketing campaigns, procurement, invoicing and eBusiness transactions. Read more about ExxpertApps

Results CRM  

17
QuickBooks-integrated CRM for small businsesses
Results CRM is a QuickBooks-integrated CRM for small businesses to manage & automate their business processes, streamline workflows & deliver consistent results. Read more about Results CRM
QuickBooks-integrated CRM for small businsesses
Results CRM is a QuickBooks-integrated CRM for small businesses to manage & automate their business processes, streamline workflows & deliver consistent results. Read more about Results CRM

Comidor  

7
Low-code digital transformation and BPM platform
Comidor is a business process management (BPM) software and low-code digital transformation platform for enterprise collaboration, BPM, project management, case management, and workflow automation with cloud IDE. The cloud-based platform aims to connect all major business function in one place. Read more about Comidor
Low-code digital transformation and BPM platform
Comidor is a business process management (BPM) software and low-code digital transformation platform for enterprise collaboration, BPM, project management, case management, and workflow automation with cloud IDE. The cloud-based platform aims to connect all major business function in one place. Read more about Comidor

Composity  

2
All-in-one business management solution for SMEs
Composity is a web-based enterprise resource planning (ERP) and customer relationship management (CRM) solution for small & medium-sized businesses in a range of industries. The platform combines several modules which allow users to automate core processes, manage operations, and generate reports. Read more about Composity
All-in-one business management solution for SMEs
Composity is a web-based enterprise resource planning (ERP) and customer relationship management (CRM) solution for small & medium-sized businesses in a range of industries. The platform combines several modules which allow users to automate core processes, manage operations, and generate reports. Read more about Composity

BusinessMan CRM  

2
Complete Business Management solution
BusinessMan allows companies to manage all aspects of their business from prospect first contact to invoice. Never before has there been such a powerful system with so many features at such a price point. The BusinessMan Enterprise solution is a comprehensive, modular, ERP system. Read more about BusinessMan CRM It includes a comprehensive CRM software system with a customer management module, quotations and invoicing modules, suppliers and stock modules, a completely integrated email client and also a full featured and integrated Resource Scheduler. Also included are Sales Order Processing, Marketing, Purchase Order Processing, Document Management and Human Resource Management modules. The package comes complete with FileMaker Pro software and FileMaker Server V11. BusinessMan has been developed using the latest version of the award winning cross platform database FileMaker Pro, ensuring all the latest features are exploited. Expansion is virtually limitless!
Complete Business Management solution
BusinessMan allows companies to manage all aspects of their business from prospect first contact to invoice. Never before has there been such a powerful system with so many features at such a price point. The BusinessMan Enterprise solution is a comprehensive, modular, ERP system. Read more about BusinessMan CRM It includes a comprehensive CRM software system with a customer management module, quotations and invoicing modules, suppliers and stock modules, a completely integrated email client and also a full featured and integrated Resource Scheduler. Also included are Sales Order Processing, Marketing, Purchase Order Processing, Document Management and Human Resource Management modules. The package comes complete with FileMaker Pro software and FileMaker Server V11. BusinessMan has been developed using the latest version of the award winning cross platform database FileMaker Pro, ensuring all the latest features are exploited. Expansion is virtually limitless!

Salesbox  

1
Predictive sales CRM for small and medium-sized enterprises
Salesbox is a predictive and mobile CRM designed for small and medium-sized businesses which offers sales forecasting, collaboration, and proactive guidance. Read more about Salesbox
Predictive sales CRM for small and medium-sized enterprises
Salesbox is a predictive and mobile CRM designed for small and medium-sized businesses which offers sales forecasting, collaboration, and proactive guidance. Read more about Salesbox

bpm'online sales  

1
Out-of-the-box processes to close more deals
A cloud CRM that drives efficient sales processes to manage a complete customer journey. Read more about bpm'online sales
Out-of-the-box processes to close more deals
A cloud CRM that drives efficient sales processes to manage a complete customer journey. Read more about bpm'online sales

Arternal  

0
Cloud-based CRM software for art galleries and dealers
Arternal is a cloud-based CRM software for emerging, midsize and large art dealers and galleries. The customizable platform, with native mobile apps, has been designed to streamline the sales processes by managing client information, sales activity, and all deal flows. Read more about Arternal
Cloud-based CRM software for art galleries and dealers
Arternal is a cloud-based CRM software for emerging, midsize and large art dealers and galleries. The customizable platform, with native mobile apps, has been designed to streamline the sales processes by managing client information, sales activity, and all deal flows. Read more about Arternal

Cross CRM  

0
Quality monitoring & reporting platform for contact centers
Cross CRM enables direct connectivity to CRM & contact center platforms, facilitating the reporting and media monitoring of interactions across various channels. Read more about Cross CRM
Quality monitoring & reporting platform for contact centers
Cross CRM enables direct connectivity to CRM & contact center platforms, facilitating the reporting and media monitoring of interactions across various channels. Read more about Cross CRM
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Avg. User review

CRM Category Leaders Q1 2019

GetApp's quarterly ranking showcases the leading 10-15 CRM apps based in the cloud. Each app is scored using five factors, worth 20 points each, for a total possible score out of 100. These factors include user reviews, integrations, mobile app availability, functionality, and security. Each app's score is independent of commercial interests and existing relationships that GetApp has with app vendors.

Scroll down for more details about inclusion criteria and scoring.

Score
ReviewsIntegrationsMobileFunctionalitySecurity
75
75
Reviews 20/20
Integrations 20/20
Mobile 16/20
Functionality 19/20
Security -/20
70
70
Reviews 17/20
Integrations 17/20
Mobile 18/20
Functionality 18/20
Security -/20
69
69
Reviews 12/20
Integrations 13/20
Mobile 13/20
Functionality 16/20
Security 15/20
66
66
Reviews 11/20
Integrations 12/20
Mobile 13/20
Functionality 15/20
Security 15/20
66
66
Reviews 17/20
Integrations 17/20
Mobile 14/20
Functionality 18/20
Security -/20
64
64
Reviews 10/20
Integrations 16/20
Mobile 14/20
Functionality 10/20
Security 14/20
62
62
Reviews 16/20
Integrations 16/20
Mobile 14/20
Functionality 16/20
Security -/20
61
61
Reviews 17/20
Integrations 16/20
Mobile 13/20
Functionality 15/20
Security -/20
60
60
Reviews 17/20
Integrations 12/20
Mobile 13/20
Functionality 18/20
Security -/20
58
58
Reviews 8/20
Integrations 6/20
Mobile 16/20
Functionality 13/20
Security 15/20
58
58
Reviews 15/20
Integrations 16/20
Mobile 13/20
Functionality 14/20
Security -/20
57
57
Reviews 9/20
Integrations 10/20
Mobile 14/20
Functionality 10/20
Security 14/20
57
57
Reviews 11/20
Integrations 12/20
Mobile 15/20
Functionality 12/20
Security 7/20
56
56
Reviews 12/20
Integrations 4/20
Mobile 13/20
Functionality 14/20
Security 13/20
56
56
Reviews 13/20
Integrations 16/20
Mobile 13/20
Functionality 14/20
Security -/20

Who is the ranking for?

GetApp's Category Leader ranking is for business owners and decision makers looking for a comprehensive list of the leading cloud-based software products in the industry.

The ranking serves as a point of reference highlighting key factors that small businesses should look at when assessing a piece of software. These factors include user perception (reviews), compatibility (integrations and mobile compatibility), market presence (media presence), and security features (security).

How are the scores calculated?

An app's score is calculated using five unique data points, each scored out of 20, giving a total score out of 100. The ranking and scoring methodology ensure complete impartiality and independence from any relationships that GetApp has with app vendors.

User Reviews *

Review scores are calculated using reviews collected from GetApp and its sister sites, Software Advice and Capterra. Scores are calculated based on the total number, average rating, and recency of reviews.

The number of reviews and average user rating are scaled against the category average. A weighting is then applied to reward recency of user reviews: reviews written in the last 6 months score up to 10 points, those written between 6 and 12 months ago score up to 6 points, and those more than 12 months old score up to 4 points. These numbers are added together to give a total maximum score of 20.

Integrations

Integration scores factor in a number of variables. Up to 16 points are awarded based on the number of integrations an app has; the first 10 points are awarded based on the number of integrations relative to the category average, while 4 points are awarded based on the number of integrations relative to the leaders in the category. An additional 5 points is awarded for an integration with Zapier, a widely used software integration platform, while an extra point is given for having an open API. The total possible score for integrations is 20 points.

Mobile Platforms *

Mobile scores are calculated based on the availability of an iOS and Android app. 5 points are awarded for the presence of each app, with an additional 10 points being awarded for the number and average rating of reviews in both the App Store and Google Play. These review scores are calculated and scaled against the competition for a maximum of 5 points per platform and an overall maximum score of 20.

If there isn't a native iOS or Android app, the product's website is assessed using Google's PageSpeed Insights to measure mobile usability. The score is returned out of 100, then scaled to a score out of 5 for a maximum of 5 points.

Media Presence

Media presence is calculated using the number of Twitter followers and Facebook fans that an app has. The number of fans and followers are added together, and each app is scored based on this overall number, compared with others in the category. The first 15 points are awarded for the combined number of followers and fans scaled against the category average, while the final 5 points are awarded for the combined number of followers and fans scaled against the top leaders in the category. These two scores are added together for a total out of 20 points.

Security

Security scoring is calculated using answers from a vendor-completed survey. The questions in the survey are based on the Cloud Security Alliance self-assessment form as part of the Security, Trust & Assurance Registry. With 15 questions, each answer is assigned a point value based on vendor response, with additional points given for security certifications, for a maximum possible score of 20.

In the event of a tie, each data point is weighted for importance, with security taking precedent, followed by reviews, integrations, mobile apps, and media presence, respectively.

* All data points combining calculations for both ratings and reviews are calculated using a Bayesian estimate, which is a weighted average that includes the number of reviews and the rating of an app, benchmarked against others in the category.