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Lucrativ   

0
Sales acceleration platform designed for deal management
Lucrativ is a cloud-based sales acceleration platform that helps businesses of all sizes with pipeline management, call prioritization, lead management, SMS campaign management & more. The platform leverages artificial intelligence to help sales teams derive insight & deliver custom-built solutions. Read more about Lucrativ
Sales acceleration platform designed for deal management
Lucrativ is a cloud-based sales acceleration platform that helps businesses of all sizes with pipeline management, call prioritization, lead management, SMS campaign management & more. The platform leverages artificial intelligence to help sales teams derive insight & deliver custom-built solutions. Read more about Lucrativ

JobNimbus  

224
Truly Simple CRM & Project Management
JobNimbus is an all-in-one CRM (customer relationship management) and project management software to manage contacts, projects and tasks. JobNimbus is designed using a simple and intuitive interface for ease of use and greater speed. The CRM software is tailored for freelancers and small businesses. Read more about JobNimbus JobNimbus enables team communication and collaboration with file sharing, task management, lead management, workflow automation, and more. JobNimbus provides mobile access to your projects, contact and task information and is compatible with PC, Mac, Android, BlackBerry, iPhone/iPad, and Windows Phone.
Truly Simple CRM & Project Management
JobNimbus is an all-in-one CRM (customer relationship management) and project management software to manage contacts, projects and tasks. JobNimbus is designed using a simple and intuitive interface for ease of use and greater speed. The CRM software is tailored for freelancers and small businesses. Read more about JobNimbus JobNimbus enables team communication and collaboration with file sharing, task management, lead management, workflow automation, and more. JobNimbus provides mobile access to your projects, contact and task information and is compatible with PC, Mac, Android, BlackBerry, iPhone/iPad, and Windows Phone.

Mortgage Quest  

13
Marketing automation & CRM for the mortgage industry
Mortgage Quest is a cloud-based marketing automation and CRM software for the mortgage industry that enables executives to create and run marketing campaigns. Read more about Mortgage Quest
Marketing automation & CRM for the mortgage industry
Mortgage Quest is a cloud-based marketing automation and CRM software for the mortgage industry that enables executives to create and run marketing campaigns. Read more about Mortgage Quest

UPilot  

4
Customer Relationship Management solution for SMBs
UPilot is a cloud-based sales CRM platform that helps small to mid-sized businesses with real-time insights, personalized dashboards, key performance indicators, productivity add-ons and more. The solution lets users manage sales cycles and engage customers. Read more about UPilot
Customer Relationship Management solution for SMBs
UPilot is a cloud-based sales CRM platform that helps small to mid-sized businesses with real-time insights, personalized dashboards, key performance indicators, productivity add-ons and more. The solution lets users manage sales cycles and engage customers. Read more about UPilot

Market Quest Real Estate  

0
Marketing & CRM software for the Real Estate industry
Market Quest for Real Estate is a web based real estate marketing and CRM software useful for keeping real estate agents organized. Read more about Market Quest Real Estate
Marketing & CRM software for the Real Estate industry
Market Quest for Real Estate is a web based real estate marketing and CRM software useful for keeping real estate agents organized. Read more about Market Quest Real Estate

Infusionsoft  

955
Powerful marketing automation & CRM built for SMBs
Infusionsoft is a CRM for small businesses that helps to organize contacts with tagging & segmentation, score leads, track engagement, send messages & more. Read more about Infusionsoft
Powerful marketing automation & CRM built for SMBs
Infusionsoft is a CRM for small businesses that helps to organize contacts with tagging & segmentation, score leads, track engagement, send messages & more. Read more about Infusionsoft

Preferred Patron Loyalty  

77
Loyalty marketing and gift card management
Preferred Patron provide customer loyalty and gift card management programs to businesses of all sizes, across many diverse industries. Read more about Preferred Patron Loyalty
Loyalty marketing and gift card management
Preferred Patron provide customer loyalty and gift card management programs to businesses of all sizes, across many diverse industries. Read more about Preferred Patron Loyalty

Lexicata  

63
CRM & client intake solution for law firms
Lexicata is a CRM & client intake solution designed to provide small to medium sized law firms with the technology to manage their leads & professional contacts. Read more about Lexicata
CRM & client intake solution for law firms
Lexicata is a CRM & client intake solution designed to provide small to medium sized law firms with the technology to manage their leads & professional contacts. Read more about Lexicata

Claritysoft CRM  

49
User-friendly customer relationship management software
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently. Read more about Claritysoft CRM
User-friendly customer relationship management software
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently. Read more about Claritysoft CRM

FreeAgent CRM  

25
All-in-one CRM platform for sales-led organizations
FreeAgent CRM is a cloud-based solution for marketing, sales, and customer services which helps small businesses, consulting firms and insurance companies nurture customer relationships. The platform works with the user’s emails to classify and create leads, send reminders, and perform automations. Read more about FreeAgent CRM
All-in-one CRM platform for sales-led organizations
FreeAgent CRM is a cloud-based solution for marketing, sales, and customer services which helps small businesses, consulting firms and insurance companies nurture customer relationships. The platform works with the user’s emails to classify and create leads, send reminders, and perform automations. Read more about FreeAgent CRM

Cool Life CRM  

17
360° marketing & relationship lifecycle management
Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more. Read more about Cool Life CRM
360° marketing & relationship lifecycle management
Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more. Read more about Cool Life CRM

Cosmos CRM  

1
Customer Relationship Management system for small businesses
Cosmos CRM is a Customer Relationship Management system for small businesses' activity management, contact management and Sales CRM admin & dashboard. Read more about Cosmos CRM
Customer Relationship Management system for small businesses
Cosmos CRM is a Customer Relationship Management system for small businesses' activity management, contact management and Sales CRM admin & dashboard. Read more about Cosmos CRM

Financial Services Cloud  

0
The world's #1 CRM, reimagined for financial services.
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device. Read more about Financial Services Cloud
The world's #1 CRM, reimagined for financial services.
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device. Read more about Financial Services Cloud
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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.