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CRM Software with Process/Workflow Automation
Last updated: December 2024
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Key Features of CRM Software
Based on GetApp's analysis of 10831 verified reviews collected between July, 2021 and August, 2024
- Contact Management: Reviewers appreciate gathering all contact information in one place, enabling detailed reporting, analysis, and easy customization for strategic planning and follow-ups. 93% of reviewers rated this feature as important or highly important.
- Sales Pipeline Management: Users highlight the visual representation, customizable stages, and detailed tracking of deals, which aid in forecasting, prioritizing efforts, and improving sales efficiency. 89% of reviewers rated this feature as important or highly important.
- Lead Management: Reviewers value the ability to prioritize, score, and track leads, enhancing personalized communication and improving conversion rates through automated follow-ups and comprehensive interaction tracking. 89% of reviewers rated this feature as important or highly important.
- Reporting/Analytics: Users find the customizable reports and dashboards essential for tracking KPIs, analyzing trends, and making data-driven decisions to optimize sales and marketing strategies. 86% of reviewers rated this feature as important or highly important.
- Lead Capture: Reviewers note the importance of capturing leads from various sources, ensuring no opportunities are missed, and automating follow-up activities to streamline the sales process. 85% of reviewers rated this feature as important or highly important.
- Task Management: Users emphasize the ability to organize, assign, and track tasks, enhancing collaboration, productivity, and timely follow-ups, ensuring efficient project management. 85% of reviewers rated this feature as important or highly important.
120 software options
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Bigin is a pipeline-centric customer relationship management software designed to help small businesses manage sales pipelines, schedule follow-ups, and update customer records.
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Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.
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Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time, be more organized and collaborate.
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The Magazine Manager is a digital magazine software. This web-based CRM is designed to manage sales, production, and marketing in a centralized platform that includes email marketing, customer relationship management, invoice processing, live notifications, and custom statements and proposals.
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HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication. Start a 7 day free trial today.
Get started with a 7 day free trial today.
Get started with a 7 day free trial today.
Users also considered
98% of customers rate VipeCloud's Value For Money at 4 stars and above!
VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. CRM, Email Marketing, Social, Texting, Video Email, and More.
VipeCloud is your all-in-one, easy to use, and powerful growth solution.
VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. CRM, Email Marketing, Social, Texting, Video Email, and More.
VipeCloud is your all-in-one, easy to use, and powerful growth solution.
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Connected email marketing, marketing automation, CRM, and account management for businesses looking to connect and engage with customers. Send follow-up that adapts to customer behavior so you're sending the perfect message at the perfect time. You’ll have happier customers and higher conversions.
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Flowlu is an online business management tool offering comprehensive solutions for task management, project management, online invoicing, team collaboration and knowledge management.
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JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!
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Ploomes is a CRM platform that automates processes and integrates business operations. Ploomes include the creation of intelligent workflows, the automatic preparation of proposals and other documents, and the management of opportunities via a sales funnel.
Users also considered
Pipeline is a CRM your team will actually use. Boost your business's sales pipeline and deal growth by up to 300% in the first 12 months using Pipeline CRM.
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Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.
Users also considered
Front is a customer operations platform that enables support, sales, and account management teams to deliver exceptional service at scale. Front streamlines customer comms by combining the efficiency of a help desk and the familiarity of email, with automated workflows and real-time collaboration.
Users also considered
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly is trusted by more than a million users worldwide.
Users also considered
? Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI.
Users also considered
NetHunt is a powerful CRM platform, especially useful for sales and marketing teams who rely on Gmail and other Google Workspace apps.
Users also considered
vcita is an all-in-one business management app designed with small businesses in mind, helping you manage your clients, schedule, billing and administration.
Users also considered
Tracker offers an integrated applicant tracking system for Recruiter, Candidate and Client Success with a simple to use single place for sourcing solution to manage all relationships from any browser or mobile device.
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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.
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Automated Social Profile Import, data Aggregation and auto Update, ATS, CRM, AI powered ranking filtering, Process Automation, recruiting workflow, sales pipeline, automatic Outreach, mass Mailing, messaging templates, multiplatform communications.
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Close is the sales CRM that helps small businesses and startups turn leads into revenue. Close lets you email, call, and text your leads from desktop. With productivity tools like task reminders, Call Assistant, and Predictive Dialer, you’ll reach more leads, follow up more often, and close more.
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Prospect CRM is designed to help B2B product businesses manage their business, combining traditional CRM features - like contact management & lead pipelines - with the reality of selling B2B products - like quoting, ordering & special pricing to ensure customer-facing teams are fully Stock-Aware.
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Act! Premium empowers small and midsize businesses to market better, sell more, and create customers for life.
Users also considered
Salesflare is an intelligent CRM for small and medium-sized B2B businesses, who want to sell more with less work. Unlike many other CRMs, it's very practical and simple to use. Amongst other things, Salesflare will automate your data input, send email sequences, and assist with following up leads.
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