Check other parts of the series to get full list
Oliver: Finally! I am overwhelmed to see your office that we discussed for the past few days.
Shawn: Yeah! I always wanted you to visit my office
Oliver: Yay! I am glad that everything is moving so smoothly
Shawn: Ah! Yes, but I am facing issues in voice mail automation, easy implementation, and proper e-commerce facilities
Oliver: Don’t panic. There are specific solutions for your issues
Shawn: Yes, please acquaint me with it
Oliver: Yep! Listen to it
Agile CRM tracks and manages customer interests, behaviors, and profiles across telephony, email, mobile, social and web channels. It acts as a multi-tasker. Whether sales, marketing, customer support has to access all of the data from their colleague, contained on unit page with a 360-degree view. It locates itself in India, with offices in Mexico, San Francisco, and Boston. The software provides an All-in-One CRM with Sales, Service automation, and Marketing on a single platform.
The software consists of sales tracking, marketing automation, contact management, web analytics, telephony, two-way emails, and a simple, clean, and modern helpdesk.
This Agile software allows you to build, organize, and present your customer’s information database. You and your team can update this information whenever new data allocates itself. It is a central base for all customer and prospect information which facilitates your group, which organizes itself and becomes more productive. It also allows teamwork among teams and provides management with more profound judgment about individual performance and the overall growth of the business.
It is a CRM that automates your sales, marketing, and services in one platform. It also secures data from leaks and enables consistent messaging.
- Reasonable Pricing
The software provides the customers with several modern features and integrations, easy implementation, and great support at an affordable price.
- Developed Access
The cloud-based SaaS service is mobile-ready, fast, and simple in Agile.
- Contact Management
It manages all your contacts on a single page.
Tracks different stages and milestones of your deals to keep the sales process on track.
Just one-click calling, call scripts, and voicemail automation.
Agile CRM provides pricing in four different stages:
Free for ten users per month.
The Starter edition starts from $8.99 per user per month.
The Regular edition starts from $29.99 per user per month.
The Enterprise edition starts from $47.99 per user per month.
Freshworks acts fast and smoothly for businesses to delight customers and employees. It does this by taking a fresh approach to build and deliver software-as-a-service that’s affordable, quick to implement, and designed for the end-user.
As per software legacy, Freshworks CRM builds technology effortlessly that works for everyone. It makes it easy for IT, customer service, sales, marketers, and HR to do their job and delight their customers.
The software established itself in 2010 in Chennai. The headquarters is in San Mateo, California, United States, and the founders are Girish Mathrubootham and Shan Krishnasamy.
- Monitors contact
It goes through various stages of contact based on your business process.
- Creation of Fields
It helps create custom fields- text, date pickers, checklist, and even formula fields to collect and store information for your business.
- Customization of Sales
It creates custom activities and defines the outcomes. It also tracks interactions, check-in to meetings, log calls, and notes.
- Multi-currency and multi-language
It manages transactions in local currency, automates currency conversion, and customizes your CRM to speak your preferred language.
The cost of CRM software depends upon the size of the business.
So, it distributes itself into three levels:
The Growth Level: It is rs999 billed annually
The Pro-Level: It is rs2799 bills annually
Enterprise Level: It is rs4999 bills annually
For more information, you can visit Freshworks.
It is an American cloud computing company founded in 1998 with its headquarters in Austin, Texas. They also provide software and services to manage business finances, operations, and customer relations. The software and services for small and medium-sized enterprises with solutions for ERP, CRM, PSA, inventory\warehouse management, and e-commerce deliver itself with efficiency.
It is a subsidiary of Oracle Corporation. The intuitive interface and rich feature list make it an ideal solution for almost any type of business.
- Sales Forecasting
Accurate sales forecasting is vital for capitalizing on opportunities. It provides you with the real-time data you need to predict sales. The comprehensive range of forecasting tools includes a system of checks and balances that triangulate the sales forecast and enable you to get critical insight into sales forecast. It allows you to gain essential insight into sales opportunities and how they are likely to impact on your overall targets.
- Customer Management
An overview of all your customers is invaluable. It means that you can build a profile of your customers and better serve them.
- Campaign Management
It is a part of NetSuite CRM’s marketing automation tools; campaign management allows you to create marketing campaigns based on reliable data. It enables access to a wide range of information about your customers, including demographics, response patterns, purchase trends, and support history.
- Email Marketing
Managing your email marketing campaigns in the same system is a considerable benefit of NetSuite CRM. To maximize your open rates, you can create highly targeted campaigns with compelling content and even target specific sections of your list. The emails you send your contacts and their interactions store themselves within that person’s record.
- Lead management
It smoothly assembles marketing and sales functions, allows you to manage leads, tracks lead from initial capture to opportunity the customer. You can build a complete profile and truly personalize your approach by following their journey.
- Real-time Dashboard
It manages customer data appropriately and enables services, sales, and marketing teams to identify critical stats such as the number of calls resolved or open opportunities and response to email campaigns.
The cost of CRM software depends upon the size of your business and the packages you choose. At the same time, NetSuite’s pricing starts from $129 per month, with the rest of the details available on request by the vendor. For more references, you can connect through its website NetSuite.
Shawn: I am amused to know about such solutions
Oliver: Well, I am glad to help you out. However, I have sensed a few complexities in your marketing and follow-up.
Shawn: Yes, my friend, you are accurate about my issues
Oliver: By all means, I am always ready to resolve all your issues
It is a private company that offers an email marketing and sales platform for small businesses, including products to manage customers, customer relationship management, marketing, and e-commerce. In Chandler, Arizona, the company established itself in 2001.
It can segment contacts, track customer interactions, send emails, and run campaigns with personalized communication triggers based on emails, clicks, etc.
Keap takes the perplexes from marketing automation to help small businesses stay organized and deliver exceptional service to convert more customers.
It simplifies your Sales activities, qualifies and distributes leads, automate sales tasks, view sales, and convert reports. It also manages opportunities and pipelines, capture leads with web forms, segment customers, manage calendar and jobs, as well as, you can import and manage data.
It creates a storefront and shopping cart, electronic order forms, sells with discounts, upsells, and trials. It also helps in collecting invoices, managing inventory, and more.
It builds relationships with campaigns, follows up with autoresponders, shares content, socially measures results, captures leads with web forms, etc.
It builds innovative campaigns, qualifies and distributes leads, automates workflow, delivers products with personalized communications, etc.
- Easy applicability
It is the most user-friendly CRM platform. Although it’s not as vigorous as some enterprise-level tools, such as Salesforce, it’s an excellent fit for smaller businesses that want more straightforward software.
Even without participating in “expert coaching,” you will find it very easy to optimize. It also accomplishes tasks such as building automated workflows and sales pipelines.
The dashboard tries to keep your team focused on sales, with products such as leads, invoices, and email activity at the desk of the screen. It provides quick access to recent activities, appointments, and reviews. It efficiently reorganizes the home dashboard by holding a widget and moving it. You can also remove or add different devices and just a couple of clicks to create the perfect dashboard, regardless of its role within the organization or experience with the software.
CRM pricing depends upon the business’s size, and here, Keap has divided its pricing into three levels.
The Lite version starts from $56 per month for the initial five months if your business is new.
The Pro version starts from $119 per month for your first five months if your business grows.
The Max version starts from $140 per month for the first five months if your business establishes itself and their team’s work.
For further linkages, you can refer to Keap.
It is an Indian multinational technology company that makes web-based business tools. It is known for the online office Suite offering Zoho. The company established itself in 1996 by Sridhar Vembu and Tony Thomas and had its presence in various locations with its global headquarters in Chennai, Tamil Nadu, India, and corporate headquarters outside of Austin in Del Valle, Texas.
- Management of Leads
It captures leads, automates scoring, identifies leads that will convert, and follow up with detailed contact information.
- SalesForce Automation
It automates routine sales, marketing, and support functions that take up valuable work time to concentrate on your customers.
- Contact Management
It provides real-time insights into your customers, connects them across channels, and builds strong relations.
- Workflow Automation
Team follow-ups with a lead or updates a field require significant manual work.
The cost of CRM software divides itself into four versions
The standard version starts from rs800 billed annually
The professional version starts from rs1400 billed annually
Enterprise version starts from rs2400 billed annually
The ultimate performance starts from rs2600 billed annually
For more information, you can visit Zoho.
Shawn: Oliver, I am amazed. It seems you have become an encyclopedia of CRMs.
Oliver: Haha! It’s all because you are hilarious.
Shawn: Oliver, it seems you are looking pale. So, you need to drip.
Oliver: ah! Not at all, I am fine.
Shawn: Haha! I was just fooling around. I was talking about a CRM, namely “Drip”.
It is a communication strategy that guides or sends a pre-written set of messages to customers or prospects over time. The letters are in the form of email marketing so that other media can use them. It has a distinct feature from different databases. Drip is the first eCommerce CRM created. Drip CRM (an abbreviation for Customer Relationship Management) system works as an enterprise-level technology. It also optimizes the way companies collect, organize, access, and analyze their customer information and interactions. It takes action and leverages a Drip CRM’s automated ability. It proactively shares the brand values with all the prospects and customers at a time.
It can send customer engagement rates by delivering them personally and taking care of relevant messages to the right contacts with precise information at the right time.
Even a marginal improvement to the sales funnel triggers a massive increase in the number of deals.
Drip CRMs are available as affordable, cloud-based SaaS solutions. They also automate lead management to enjoy an uplift in revenue.
The research from Gartner quantifies this increase at 10% or more in just six to nine months.
- Multi-channel marketing
It activates you to connect with your customers through social media. No valid email is compulsory. You can click through landing pages, postcards, and text messages.
- Email marketing
It comes up with a fabulous email designer built for text and visual emails. Drip makes setting up any email that suits your business very easy.
- Customer tracking
It provides insights into what your customers are doing so you can make it better. You can also set up a scoring system for your leads.
It makes sure to reach your customer with the most relevant and engaging messages. Drip’s automation and segmentation features are magnificent for helping you in driving solid connections with your target audience.
Drip’s revised pricing policy is to keep in mind while reading other reviews. You can enable your package to get 1,000 contacts for $49/month on the basic version. It was a common complaint – so this is one area where Drip has improved in recent years.
The problem with Drip pricing (aside from being a touch more expensive than similar platforms, to begin with) is prices increase steeply when your contact list grows. Keep this in mind when comparing Drip with alternative media and consider how you expect your online store to grow.
Drip will argue its specialist e-commerce features are worth the expense. Still, only you can decide whether these features add enough value to your brand to justify the price tag.
The cost of CRM software differs as per your business requirements. It starts as a free trial, then $19 per user. Whereas for further information you could visit the site Drip.
Oliver: It was delightful, Shawn, but do you know about any suite that can have more than 20 tools?
Shawn: aa! I don’t know if it is possible.
Oliver: of course, I will tell you about this, but before it, please come close to me as it’s a secret.
Oliver: What do you think only you can fool around me? This time I tried, and it worked. So, listen, I will elaborate on these CRMs.
It is more than just free online CRM software. It is a suite that features more than 30 tools for sales, administration, and marketing-a unique feature among other free CRM platforms.
Bitrix24 CRM keeps customers as the soul of the business. It provides you with the entire history of clients. From first contact to sale and beyond, allowing you to develop and nurture your relationship with the customer. With Bitrix24, you get the whole picture of customer interactions, sales activities, and lead management.
Our CRM comes with all the tools you need to automate marketing and sales, making running your business more manageable – and boosting revenue. It offers the choice of using a separate lead listing or going direct to contact. Even it provides constant notification of opportunities, tasks, and activities.
- Lead generation
It acquires leads via customizing web forms and has them automatically added to your online CRM system.
- Business automation
It uses your business process automation tools to customize automated workflow and sales funnel.
- Online marketing
It can also run victorious marketing campaigns right inside your CRM tool-email marketing, ad targeting, and more.
- Free customer management
It captures leads via free CRM website templates, forms, live chats, phone calls, or social media and has them added to your CRM program.
- Custom Pipelines
It enables you to set up your own custom sales pipeline with stages specific to your business.
- Email marketing
It also runs segment-based email marketing campaigns from your CRM software and tracks their results.
- Online ads
The software creates retargeting campaigns based on contact information stored inside CRM. You can launch ads directly on social sites from the Bitrix24 online CRM tool.
The cost of CRM divides as per the editions provided as per your business.
It also provides Free edition usage for initial users
The Basic edition provides effective collaboration for small businesses and sales teams starting from $39 per month per user.
The Standard edition advanced collaboration for your entire company and workgroups. It starts from $79 per user per month.
The Professional edition comes up with maximum sales and business process automation. It provides $159 per user per month.
Bitrix24 CRM offers a free 30-day trial for its paid Professional plan, and it needs 30 days to explore all the functionality. A free plan includes support for 12 users, 5GB of cloud storage, and access to core CRM, task management, and document management capabilities.
Whereas communication tools are free to use and it doesn’t have any limitations. All communication and collaboration tools within Bitrix24 CRM. The activity stream, workgroups, instant messages, and group chats. It also sends emails, telephony, mobiles, employee directories, and the company’s structure directory— which are available for free to unlimited users.
For more references, you can visit Bitrix24.
It is a great CRM tool to manage your business lifecycle and customer relationships with leads. Close boosts sales automation features that help you to generate leads. It also provides a helpdesk for those having any technical hassle. Close CRM is capable of handling outgoing calls automatically. The dialer makes it easy to automate the sales process by streamlining lead calling, working automatically through your list of prospects. It will make you reach the world so smoothly without much struggle.
- It automates calling, and logging allows you to keep track of sales processes.
- It records calls and can track the work done.
- It also provides an easy voicemail that lets you leave custom voicemails by clicking a button.
- It allows global calling to let you work seamlessly.
- It transfers calls and manages them efficiently.
- It also enriches with excellent audio quality to be confident about professionalism in your team.
Close CRM has four different pricing packages, depending upon the size and complexity of your marketing team. The prices below reflect the monthly plan.
The Starter plan starts with $35 per user per month and is a better option if it runs a sales team with one to three people.
The Basic plan starts from $65 per user per month and is ideal if you have a medium-sized team. The basic program also provides you with access to calls and the ability to use your external phone number.
The Professional plan starts with $95 per user per month. It is for medium to large businesses with robust marketing and sales teams.
The Business plan starts from $145 per user per month and is worth considering if you operate a large sales team. You get all the features on the business plan, including the predictive dialer, voicemail drops, call transferring, call recording, etc.
For further details, you can visit Close CRM.
Shawn: Oo! That’s fine. But Oliver, I have some Goodnews to share with you. I am thinking of setting up a new branch.
Oliver: Greetings! I am mesmerized that you are growing each day.
Shawn: But I want a CRM that allows 100% functionality within Gmail. Besides this, I also wish to have a suitable platform that is easy and affordable for my new branch.
Oliver: Aye! I knew it. I can guide you.
It is a powerful CRM built inside Gmail and integrated with other G Suite apps. It works as a sales automation tool that helps you manage leads, nurture customer relations, monitor sales progress, and close more deals.
It has built the best CRM integration with Gmail, allowing for 100% CRM functionality from within Gmail. While using this, you don’t need to switch more tabs or more data entry, or everything in one place, with a familiar interface to use it easily.
NetHunt is a cloud-based customer relationship management software that integrates with Gmail and enables businesses to manage linkages. It also records directly from the inbox. It generates leads via email, chat messages, and social media.
It includes bulk email campaigning, open email tracking, email link tracking, follow-ups. It provides a 360-degree view of interactions, permission, management, and client management as a dedicated manager. NetHunt lets its users automate updates in CRM data from results generated through campaigns and customize software functionalities via API integration.
It integrates with Gmail, Google Drive, Google Hangouts, Facebook, Twitter, and WhatsApp. It is present on iOS and Android devices.
It’s a simplified solution that helps users manage customers, gather leads, and take care of sales from their Gmail. Its user-friendly interface provides easy learning. NetHunt also supports scalability and lets its users add more features when needed.
- Automatic Email Linking
The users can log emails with customers by automatically linking their email conversations with companies, contacts, deals, and support cases. The platform allows its users to share their conversation history with their team.
- One-Click Lead Capture
It allows users to create leads and to inquire from new emails. It impacts auto-fill to capture it quickly in fields like first names or emails.
- Accessible Data Transfer
The users can switch from spreadsheets or any other CRM without any stress. Importing data to NetHunt’s database takes a few glances.
- Extensive Features in Emails
The platform helps in saving time and promotes business growth with robust email capacity. It offers readymade email templates, bulk emailing, test emails, unsubscribe updates, open and click tracking, scheduling, and the ability to connect customs.
- Easy Customization
The system simplifies organizing and customizing folders, permissions, client cards, and pipelines. Customization is made prompt and straightforward without any technical support.
- Syncing contacts
The users can automatically sync Google Contacts with NetHunt CRM, easily converting their contacts into CRM records.
- LinkedIn Integration
The software directly captures LinkedIn or Sales Navigator leads, enabling more extensive lead authentication. It further enhances customer profiles with available data to avoid duplicates in the system.
- Managing Leads
The platform catches leads, nurtures them together, and makes them ready for sales. The segments are divided with follow-up reminders and help users sustain customers and their opportunities.
- Tracking Deals
It has a feature that allows users to track all deal-related to information. Find those with the highest conversion probability, and determine which ones need closer attention. They can use reports to identify bottlenecks in the sales funnel and find opportunities to grow.
- Pipeline Management
Users can structure sales cycles, define sales stages, generate reports, forecast sales, track conversion rates, and identify drop-offs. The pipeline’s creation tracks the progress of each sale.
- Team Collaboration
It leverages email linking with users, and it can promote better organization and communication. They can reach out to their colleagues when they need help or want them to stay informed about deals.
- Task Management
It can ensure and stick to deadlines with daily schedule lists. It can create tasks with a level of priority. It also assigns tasks to colleagues and sets notifications to get a reminder before the job.
The feature provides information about team activity and performance. The managers can track performers by the number of deals closed, revenue generated, processed, or emails sent. It also presents top-performing lead sources, the most effective marketing campaigns, and custom filters. The users can take data to make it more relevant and meaningful.
- Third-Party Apps
It benefits directly through integration with G Suite tools. It instantly connects their most-used apps via Zapier without any need for technical expertise.
- Mobile Application
Here the users can manage their relationships and sales operations very smoothly. It also closes deals from anywhere with a dedicated mobile app, which functions on Android and iOS devices.
The cost of CRM NetHunt follows three editions for their customers, which they can easily access.
Firstly, it provides a 14-day free trial.
The Basic edition comprises teams looking to organize their customer base, boost sales and send bulk emails for campaigns. It starts from $24 per user per month, billed annually.
The Business edition provides the need to track business performance, enforce collaboration, and automate routine tasks. It starts from $48 per user per month, billed annually.
The Advanced edition enables the need to manage perplexed workflows with more clarity, automation, and proper integration. It starts with $96 per user per month, billed annually.
ZNICRM is automated, comprehensive & adaptable. It enables the most suitable platform to make up from the grass level to the zenith of success. This CRM takes charge of all the details, from logging emails, recording calls, and managing your data to boosting sales and operating marketing.
- Syncing your existing contacts.
- Cloud-based telephony (Zip Call)
- Helpdesk and Ticketing
- Best customer support system
- Bulk SMS campaign
- ZNI CRM provides several integrations that can be best for small businesses and startups
- File Management
- Deals Management
- Custom Forums
As mentioned above, they are beneficial for small businesses. You can visit our website ZNICRM to find out more.
ZNICRM works in a more friendly and straightforward manner with your business. It is an apt choice for sales and marketing dealings during your business lifecycle. The efficient use of it creates an enriching surrounding in the sales department. Thus, application of it prepares a ground base for development in small businesses. Some of the benefits are:
- It displays and organizes campaigns
- ZNI has versatility in terms of its usage
- Works effectively in Sales to boost your output
- You can add unlimited users to the CRM regarding your business
- It simplifies document management
- Affordable pricing
- Works in every field, whether Real-estate, Education or even Travel industry it supports everywhere.
- It helps in maintaining leads
- Help in proper data management
- Workflow automation
- In-app notification alerts
A crucial topic to consider is the product’s pricing, offering all such features.
Its pricing differs according to currencies for all features; A free trial is also available. The essential and most efficient element of ZNICRM is its approach to ease of doing business. For further details, you can visit ZNICRM.
ZNICRM acts as a Saviour for startups and evolving businesses. It plays an essential role in excelling the spheres of CRMs and cherishing its essence through the inculcation of its basic features.
Shawn: After listening to all this, I am glad that this is an excellent solution for my new branch.
Oliver: What are you aiming for in your new branch?
Shawn: I think my new branch will support NGOs for fundraising. Furthermore, I want a platform that can simplify marketing, and I also want to endeavor other industries like Real estate.
Oliver: Oh! Brilliant thought, but have you searched for any platform that can support your goal perfectly?
Shawn: Indeed! I have.
It is software that allows nonprofit organizations to manage donor relationships, events, and fundraising. It also emphasizes donor engagement and retention supports company growth.
It includes capabilities in email marketing, online giving grant tracking, donor surveys, data segmentation, dashboards, reporting, and prospect research. It also absolutely provides security and scalability. It’s available in the U.S and Canadian organizations.
- Outsourcing sources
The Bloomerang adjoins fundraising experts to ensure the perfect quality of essential features such as donor engagement surveys, analysis, written donor communication, social media, and email.
- Building trust
Retention of committed donors is essential. It accomplishes data through analytics, dashboards, engagement meter, an interactive timeline, trend reports and updates them all correctly.
- Better searches
Now it’s easy to track the best donors through summary. As Adrian says, a fundraising expert, that summary leverages a proper proprietary algorithm. It uses a generosity score to rate the most vigorous supporter.
- Sustainable development
The environment that encourages grant funding by helping organizations become responsible donors makes them feel confident. The mark sheet is a quarterly survey that evaluates the institution’s health and promotes strategies that lead to sustainability.
- Donor views
To evaluate the prospects, to create engagement strategies needs best-asking amounts by integrating with the DonorSearch platform. It can also generate wealth reports from more than 20 proprietary and public databases.
To keep proper acquaintance with the information outside the official website pages, like donation forms, Bloomerang helps you to do this very quickly.
- Flexible configurations
It customizes your settings, enables you to record relevant information with custom fields and household fields to capture multiple phone numbers, emails, and addresses.
It ensures emails and letters focus on the donor and are easy to read.
- Consulting Directly
It receives additional expert support and access to more tools through Bloomerang’s extensive network of agencies, consultants, and software vendors.
- Industry expertise
It supports various spheres such as education, healthcare, social services, performing arts, environment, and religion.
- Online giveaways
It maximizes strong giving security and keeps processing fees low. It integrates customizable websites, supports multiple campaigns, automatically pulls in data captured in donor forms, and is customizable.
- Email Marketing
It reaches the constituents with the right content from within the platform- no need to integrate with a third-party application like Constant Contact. The features include a user-friendly editor, mobile-responsive format, scheduling, templates, analytics, receipts, and delivery validation.
It connects Bloomerang to best-of-breed solutions that provide wealth screening, data stewardship, fund accounting, social fundraising, donation processing, and website packages. However, the integrations aren’t as extensive as Donor Perfect and Kindful competitors.
- Engagement Meter
It shows engaged contacts to facilitate pursuing the best opportunities. It compiles information by donation frequency, email opens and clicks, website visits, event attendance, donation amounts, and social media interactions.
- Social media regulation
It assists effective Twitter engagement by providing a hub for monitoring interactions with an account, choosing hashtags, and finding new connections.
- Conducts Surveys
It encourages long-term relationships with constituents and identifies areas of improvement. They focus on existing and new donors.
- Grant tracking
It also helps monitor reports, custom fields, and task management and makes it easier to secure funding.
The pricing of the CRM depends upon the size of the business. Whereas here, it provides plans for unlimited users along with paid plans.
Bloomerang Standard plan comes up with $99 per user per month, and the rest depends accordingly. So, you can visit this website to track it further, Bloomerang.
It provided a detailed contact directory for simplified marketing outreach. It supports lead generation, sales management, and revenue tracking and helps in improving productivity by systematizing work. Here, users can leverage analytics, prioritize marketing efforts sales prospects, and align teams for effective outcomes. It can locate and align required contacts from desired domains, reducing anonymity rates. It also helps businesses make insightful strategies, connect with the right audience, boost business growth and provide custom solutions.
- Intelligence and Outreach
The feature discusses that the users don’t have to search or struggle with manual data updates. However, it can completely automate contact discoveries and company searches with precision.
- Webform Optimizations
The ZoomInfo form makes it easy for users to capture contact information without complex structures. All users need to grasp is the prospect’s email address, and the rest of the data scores itself accordingly.
- Website Visitor Tracking
Here, the users can apply their intent into action with the software’s website service, which tracks all unknown visitors to landing pages. The users never miss a visitor’s responses again.
- Lead Enrichment
It has an enriched feature that prevents outdated and incomplete data by auto-correcting the data with new information. This process makes database management and leads management much more simplistic and smoother.
- Pipeline Management
The inbuilt tool saves manual work time and quickly aligns the sales teams’ email inboxes. This data sync allows you to have complete authority to engage the accounts and activities.
- Enterprise API
Here, managers can customize the workflow and data presentation. ZoomInfo’s API helps search and attach existing data, so users never run out of contact discoveries.
- Targeting Accounts
It provides advanced targeting capabilities that allow users to reach key decision-makers. The account targeting watchlist guides account managers to access updated information that helps promote business growth.
- Optimizing Campaigns
The feature enables users to understand their target audience, cherish their data and develop hyper-targeted campaigns. It provides updated, accurate, and active CRM data to ensure successful outcomes.
The cost of CRM software offers flexible packages across the portfolios of data-driven solutions and premium applications. So, here you can visit the site Zoominfo.
It is a cloud-based marketing and sales tool that features professionals in the real estate industry. It is perfectly suitable for individuals, teams, and brokerages, as it provides a single place to manage client relationships.
It encourages imported leads from other sources, organizes information, manages processes, and connects with clients. It also provides a place to manage client relationships.
It boosts closed deals and tracks tasks. The inbuilt feature includes contact management, property management, video emails and texts, pipeline management, automation, and marketing campaigns.
- Focusing large audience
It boosts efficacy and increases the number of connections by using features like bulk texts and emails.
It makes it very easy to work from anywhere you want as it has access from both iOS and Android devices.
- Stay connected with Tasks.
It helps you to organize, create schedules and update calendar events. Everything it provides has a user-friendly interface.
- Free Trials
It also provides access to the software for 30 days. This gives you an overview of the interface.
- Coordinates with clients
It easily connects with clients and generates leads through text messages or emails.
- Import leads
It generates, and import leads from Facebook ads directly into the CRM without paying.
It manages workflow very wisely without any obstruction.
- Business management
The databases and lead information are nicely segmented.
The automation provided here is user-friendly and saves time. Increases productivity by automating tasks, texts, and contacts.
The cost of CRM software divides itself into three editions.
The Starter edition $21 per month bills annually.
The Pro edition is $42 per month accounts annually.
The Elite edition $83 per month bills annually.
Oliver: Just be with your positive attitude, and everything will happen at its correct pace.
Shawn: Yeah! True. Well, let’s focus on this official tour as that idea will take its time to accomplish.
Oliver: AH! You are so ambitious; I am in seventh heaven after listening to you.
Shawn: Hehe! By the way, for encouragement and to expand the knowledge of our employees I conduct a weekend event.
Oliver: Wao! It’s so exciting. So, are you going to host this event?
Shawn: Naa! When you are here, then why will I gear? Definitely, you will do the honor.
[ Shawn passes his mic to Oliver]
[ Oliver awkwardly walks to the stage with the butterflies in his stomach]
Oliver: [From stage addresses employees] Hello everyone, if you face any hindrance regarding your work, you may ask.
Employee: Good day, sir. My doubt is regarding a platform that can improve customer experience.
Oliver: Yes, I have a solution.
[Graphics: Oliver and Shawn on stage Oliver in spotlight, crowded employees near the stage like standup comedies show]
Zendesk CRM software
Zendesk CRM software is cloud-based software. It is an all-in-one Customer Support Platform that grows in various enterprises from large corporations to small businesses. You can use all the data from anywhere to access a comprehensive view of all the customers. Therefore, all the products available according to user collected through beta and Early Access Program (EAP).
Many businesses rely on Zendesk for customer support services to improve customer experiences. This platform provides complete customer service support solutions that are easy to use and scale the company based on users’ choices. This software offers customizable tools to build customer service portals, knowledge base, and online communities.
The solutions include customizable front-end portal, live chat, and integrations of applications like Salesforce and Google Analytics. This platform is available across all industries like technology, government, media, and retail.
Zendesk’s online customer support portal offers support agents to track the tickets raised and their status. The customer can also access these tickets if they have similar issues, and if they are not satisfied, they can raise their tickets in the portal. This platform is pretty good for those who want to offer the brand of support pages with business logos, themes, and brand images.
It is a platform that also provides businesses with the knowledge base to address some of the most prominent issues and queries. It will help the customers to go through this set of queries asked commonly. With this interface, businesses can also set up an online community for the customers to post queries and replies to the online threads.
- Internet Desk Help
The Internet Desk Help feature allows businesses to help employees manage customer interactions and their issues quickly and efficiently respond to their queries. It is also a tool to assist the staff in increasing productivity to boost morale.
- Knowledge Base
Zendesk’s Knowledge Bask comprises many articles and business blogs for all the customers. The users can also limit these business blogs to a specific community. These contents translate into other languages to provide customers with a personalized experience.
Zendesk comes with pre-configured triggers that customers can change according to the capability to form the customized triggers. The triggers can start the workflow based on the particular actions or modifications made on the tickets.
- Agent Collision Detection
This feature works when some other agent starts working on some issues or queries. Agent Collision Detector detects any active agents working on an issue or ticket. Besides this feature, Zendesk also facilitates real-time cooperation amongst support teams working on the same problem.
Agents can respond with tickets from various social media channels like Instagram, Facebook, forms, Emails, chats, etc. As a result, consumers can communicate with the brand through any channel.
- Answer Bot
It is a simple AI bot that uses machine learning that evaluates customer queries and gives possible responses. At the same time, if the customer is looking for any answer and if they receive a similar response, then requests are not sent to the agents. It will help agents to work on complex issues.
The cost of CRM software varies according to the plans which customers choose. Support price starts at $19 per agent/ month, and Suite pricing starts at $49 per agent/month. A free trial is also available. To know the detailed information, you should visit ZENDESK.
Oliver: Okay, fine. Anyone who has queries, feel free to ask.
Employee: Sir, I want to know about a centralized platform for marketing and sales along with social media integrations.
Oliver: Alright, I got your point. For that, two platforms that can dilute your issues.
Act! CRM Software
Act CRM is a customer relationship management solution that combines marketing automation and sales pipeline management into a single and centralized platform. This solution consists of specific sales process automation tools exclusively for small businesses. Teams can manage sales pipeline management, track interactions with leads and customers, access marketing automation tools and sales tools using Act CRM software.
This platform has built-in CRM features to enable businesses to track leads, manage and organize sales activities, emails, etc. Act CRM software is a contact management and customer relationship management system for small and mid-sized businesses. It is a CRM solution that grows your business by automating sales and marketing. Act CRM software was previously known as Sage Act that can build customer relationships using advanced contact management tools and email marketing campaigns.
The Act CRM software enables sales performance and enhances business profitability. This platform can also integrate with Microsoft Outlook and emails to build better relationships with the customer and organization. Act! Companion is a mobile application also available on iOS and Android phones.
Features of Act! CRM software
- Act! Companion App
Using this application, you can easily access using a smart device with an intelligent connection. You can update the customer information, scan business cards and use powerful marketing and search tools. Interactive maps are also available in this feature, which can easily and quickly find nearby customers.
- Sales Pipeline management
This feature helps to focus on sales revenue, adjust strategy and focus on your team’s efforts where they matter the most. You can also obtain a visual presentation of all the sales strategies to get the proper insights into all the leads. You can also view the total count and value of all the opportunities in your pipeline with the interactive sales pipeline.
- Marketing Automation
The Act CRM will furnish drip marketing campaigns that allow you to send emails and schedule activities using the activities tool. You can also send impactful and strong emails that promote your business or services without any big budgets.
- Act Connect
You can also extend the reach with your customers by connecting hundreds of applications using Act CRM software. The application that connects to the Act includes Outlook, Gmail, Twitter, Shopify, etc.
- Email integration
Streamline the workflow, save time and keep a record of your interactions using Act CRM software. You can easily create history records from Outlook emails, attaching your email texts to your Act Contacts. You can easily track emails and also the workflow status.
The cost of CRM software depends on which version you require and how many users you need. The pricing guide details categorize into Act! Pro, Act! Premium and Act! Premium Plus.
EngageBay is CRM software that integrates with marketing, sales, support, and CRM solution that helps to engage with the customers. This platform helps to acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses build relationships with customers and retain potential customers. This platform has built-in features that allow managing and organizing all activities across customers deals as they proceed through the timeline. Furthermore, it also offers a marketing automation tool that can create customizable forms, email, templates, social media engagements, etc.
EngageBay integrates Zapier and Xero to integrate with other social media and third-party applications such as Salesforce, Intercom, etc. It is a simple, affordable, all-in-one platform for marketing and sales for small businesses and organizations.
Features of EngageBay Inc
- Lead Management
The users can manage sales leads and track pipelines with specific features that include personalized outreach, automated lead distribution, sales pipeline, and various other tools that help to maximize sales.
- Deal Management
The platform streamlines sales processes and enhances efficiency. EngageBay can also gain complete visibility across all the stages to monitor the deal status and progress. All this data makes data-driven decisions, sorting, filtering, and predicting closing dates.
- Lead Scoring
Users can manage, organize, score all the leads that are the best fit for businesses. This feature defines which leads to pursue that can increase chances of conversion.
- Free Services
This software offers free services, unlimited usage of certain features, and access to all the data with a dedicated support team. It is a platform that can furnish free onboarding sessions.
- Easy landing page design
EngageBay imparts drag-and-drop designs, SEO analytics, and reporting that can boost customer satisfaction. This feature is simple as it provides pre-recorded answers, standard responses and sets reply templates for real-time conversions.
- CRM Metrics
This CRM software can bestow with single-view deals automated reports, increase growth and productivity. It will help to identify trends and to work with the latest trends.
- WordPress Plug-in
You can increase revenue after plugging WordPress with the EngageBay platform. This access provides built-in contact forms, website landing pages, live chats, etc.
- Basic users
The cost of CRM software is $14.99/ month/user (paid monthly) or $12.99/user/month (paid annually) or $10.79/ user/month (paid biennially)
- Growth users
The cost increases to $49.99/user/month (paid monthly) or $40.99/user/month (paid annually) or $35.99/user/month (paid biennially)
- Pro users
$79.99/month/user (paid monthly).
You can receive detailed information from the website.
[Awkwardly Oliver drops his mic]
[Shawn enters the stage to support Oliver. Oliver picks up the mic and passes it to Shawn]
Shawn: Give Applause to Oliver [ everyone in the hall applauds] So, here I am again, guys, to discuss issues belonging to business predictions and a trusted platform that can help to track web behavior from the leads.
Odoo CRM Software
Odoo CRM is Customer Relationship Management already present in the Odoo platform. It is software that manages from one stage to another allows you to see leads in one forum and analyze your results. It is a comprehensive suite of enterprise applications, including Customer Relationship Management (CRM), accounting, finance, human resources, and Point of Sale. Odoo CRM designs to manage and organize all existing and potential customers.
Odoo CRM system enables business managers and sales executives to manage and access all the information in one place. Furthermore, Odoo CRM helps reduce the workload and gives them access to segmentation and well-visualized data.
Features of Odoo CRM Software
Odoo CRM software has an easy-to-use interface built according to the needs of salespeople. Salespeople generally spend less time in the office and more time on fields, so they require sales dashboards that are simple to use. The dashboard provides a better and simple visualized database.
- Minimize manual data entry
You can connect to the leads directly through emails and the internet. It means that leads automatically register in CRM when they connect through the internet or email. You can manage quotes and customers using your fingertips.
Your salesperson can update all the lead status using a mobile interface. Salespeople can also update all these leads without any access to the internet. This feature gives your company a real-time picture of the salesforce.
- Lead Management Software
Odoo provides lead management software to keep track of all leads and nurture them. All the leads can go to various nurturing stages like opportunity, quotation, and sales order. Using this feature in Odoo CRM, you can get perspectives of the different sales teams.
- Importing leads
You will receive various leads from several websites and can easily import them using CSV files.
- Acquiring leads
You can easily acquire leads using various apps via your website, SEO tools, form builders, etc.
- GeoIP and Live chats
The IP address can help you identify nations, states, and localities. Furthermore, live chats enable to converse with the website visitors and convert them into potential customers.
Odoo community edition is available for free. The enterprise edition costs $20/user/month (paid annually) and $25/user/month (paid monthly). All the applications integrate according to the customer’s needs. To know the full price quote, you can visit Odoo.
Sendinblue CRM software
Over 180,000 businesses trust this software, an all-in-one marketing platform to engage with customers and build better relationships through targeted and meaningful communications. Marketing automation features include email marketing, SMS marketing, chats, Facebook pages, CRM, and various messages like SMS and emails. The unique feature of this platform is flexibility and versatile marketing automation.
The Sendinblue tracker helps track the web behavior from the contacts and uses this information as email engagement and data or information from the contacts to form marketing campaigns. These marketing campaigns are highly customizable and can quickly help you scale and grow your business.
The best part of the Sendinblue CRM software is that the pricing is not on the numeral of contacts but the number of emails per day. You can easily create an account without pricing, and it allows you to send at least 300 emails per day. Without breaking your bank, you can quickly upgrade to the plans as per your requirements.
In 2010 the company was established by Kapil Sharma and Armand Theberge. With it headquarter in Paris, France, the software house has more than 184 employees. They have customers from all over the nations, capitals, and states.
Features of Sendinblue CRM software
- Email marketing
The central feature of Sendinblue CRM software is email marketing. You can send thousands of messages anytime and anywhere. The essential feature allows you to send 9000 emails in a month. The Lite plans are 40,000 per month, and the basic plan is 60,000 per month. You can also add custom emails as per your requirements.
- SMS Marketing
SMS Marketing is also one feature that can help send the SMS about time-sensitive features. This component permits you to send bulk messages to your contact list. You can just craft the message, select the contact list and send all the messages. This feature also enables you to send critical messages to your customers.
- Chat feature
This feature helps to connect with the customers from your website. It creates a seamless experience for visitors personalizing the user experience engagement. This tool also allows you to customize the chat feature and add your name and logo. With this feature, you can quickly answer your questions using this website.
- Dedicated IP plan
In the advanced enterprise packaging, you can have a dedicated IP Plan. This plan allows you to create email campaigns using domain names and signatures. Using this feature, you can make the brand image and reach the maximum number of people.
The cost of CRM software differs according to the customers’ needs. You can get free services with 300 emails per day. The Lite plan has $25 per month to provide 40,000 emails monthly with no daily limits. The cost of the essential plan is $39 per month, which can provide 60,000 emails per month to the users. The price can differ for premium users. You can check the complete information on the Sendinblue website.
Shawn: So, now you have the liberty to ask your doubts.
Employee: Sir, my query is regarding project management. Can you please throw light on my concern regarding predictions of sales opportunities?
Shawn: Fine, I have an elucidation of your concern.
ClickUp CRM Software
ClickUp is a cloud-based CRM software and project management tool suitable for all sizes of businesses and industries.
It is the highest-rated project management and CRM software that highly productive teams of companies use. The features include communication and collaboration, task assignments, alerts, and task toolbars. All the users can assign comments and tasks to specific teams and departments. Comments and tasks marked as progress or resolved, or users can create custom statuses. The activity task displays tasks as created, completed, or in progress in real-time.
The best thing about ClickUp CRM software is that it is like Elastgirl that is super flexible according to the basic needs of the customers. With a wide variety of ClickUp features, you can quickly help the project, customer success, sales, and finance teams.
In 2017 the ClickUp software was first launched by Chief Executive Zeb Evans as an internal tool before it launched publicly. This software ran in Silicon Valley before moving its headquarter to San Diego. In December 2020, the company raised $100 million in a Series B round.
Features of ClickUp CRM software
- CRM views
It chooses from 10+ views, including boards and tables, to visualize your clients, customer orders, or sales pipelines in any way you require.
The dashboard builds your mission to control and track control deal sizes, customer life cycles, and more.
- Email Project Management
The ClickUp software integrates with email to onboard customers, collaborates on deals, collaborates with clients from a centralized hub.
They use workspaces, spaces, folders, and lists to organize and manage all the customers for efficient management.
The essential feature is creating a database to store and analyze customer data.
- Form view
You can make customized forms with design stunning to capture any information you require.
- Assigned comments
You can turn comments into actions to ensure nothing slips through the cracks.
The cost of CRM software varies according to the different editions and plans. It offers a free version and has a free trial.
The price of ClickUp CRM software is $5/month. The website displays total billing prospects.
The cost of mid-sized teams is $9 per member/month.
- Business plans
The cost of business plans is $19/member/month.
Capsule CRM Software
Capsule CRM software is a CRM software-as-a-service mobile application and a web application developed by Zestia. It is a privately owned company currently in Massachusets, United Kingdom, and launched in 2009. It caters all its services to companies of all sizes. The comprehensive services include sales pipeline management, contact management, and many more.
It is a cloud-based system that offers mobile functionality available on Android phones and iOS. The capsule is free for up to 2 users, and the premium option is available per user and month. It prioritizes the sales opportunities and customer interaction through CRM software to build for easy management and organization, third-party applications, and full integrations.
It offers a custom-build sales pipeline dashboard and also provides users with a monitor and predict sales opportunities and generate reports to maximize sales and revenue.
Features of Capsule CRM Software
When you are prospecting, you can quickly add, remove or import contacts from a spreadsheet you already have as it is in CSV format. It checks the fields in a CSV spreadsheet and uses it to create the areas in the software.
You can also create cases like contacts, attaching tasks and notes, so you know where the issues are. By associating cases with contacts with notes, you can easily and quickly view the contact’s history whenever you require while resolving any issues.
You can specify opportunities like expected value, expected close dates, and milestones. This information automatically enters into the sales pipeline and portrays that you have opportunities. You can adjust to the different date ranges of prospects.
This software produces reports on forecast sales, conversion rates, spot trends, works on the latest trends for marketing and sales.
The capsule has a free version for the limits of up to 2 users and has 10 megabytes of storage and 250 contacts. So, yes, it is pretty limited. The price range of professional enterprises is $12/month per user, and you can get free for 30 days. Additionally, you can get 50,000 contacts and two gigabytes per-user storage.
Shawn: I think you have resonated with the knowledge I have imparted. Now let’s get to the bottom of this discussion here. I will elaborate to you all regarding our new solutions to our business.
[ Shawn starts discussing]
Apptivo CRM Software
Apptivo is a CRM software that is a cloud-based suite of applications designed to help small businesses.
It manages a range of functions, including financial, human resources, and supply chain management. It is web-based online software and enterprise planning software that consists of apps-based business solutions. Currently, this software is in Fremont, California, and has a development team in Madurai, India.
All businesses are distributed as Software-as-a-service and have 40 cloud-based business applications available for small businesses. Apptivo’s revenue comes from paid plans. The paid plans offer customizable options. The software is also available from Google apps. Apptivo is a platform that provides more than CRM, such as helpdesk, invoicing, project management, procurement, and more. It also provides a 360° view of each customer.
Features of Apptivo CRM Software
- Administer all customer information
The best way to streamline all the workflows is to organize and document all customer information, log all the customer information and send essential records for approval.
- Sales automation
Apptivo has a sales pipeline and sales qualification process that helps organize sales managers and salespeople to monitor the performance of the leads. The automated sales funnel assists in comprehending the sales funnel in each stage.
- Project Management
Collaborate on the tasks projects and manage all the timesheets. The application includes “Quick Project,” a user-friendly graphic interface feature that creates a simple project. It has an interface that provides step-by-step directions and clean screenshots on the dashboards. The projects are easily searchable.
The invoicing feature is unique in this platform. You can create the invoices and send them out to the clients.
Apptivo’s invoice integrates with several other applications like Google Check Out PayPal.
- Affordable pricing
Apptivo has different pricing slabs like Free, Lite, Premium, Ultimate, and Enterprise Plans. All these plans are based on subscriptions and have no such contracts, and users can cancel a subscription.
The cost of CRM software has multiple plans with access to specific applications and features in each plan. The starting price is $10/month/feature with free trials and a free version. The entire slabs are already on the website.
Ontraport CRM software
Ontraport started as a bootstrapped business back in 2006. It came a long way from how this software started in a backyard yurt in Santa Barbara by three co-founders, Landon Ray, Pin Chen, and Steven Schneider. Ontraport went through with lots of mini-growth in 2006 and 2011 as it upgraded its OfficeAutopilot and the entry-level SendPepper products before it rebranded to Ontraport in 2012. Since 2012, this software has upgraded itself with various features and added infrastructure support and marketing staff and is the most prominent voice for women in business.
Ontraport is an all-in-one business automation platform. This platform can handle various business processes in budding or big organizations. This feature comprises multiple business solutions like Pipedrive, MailChimp, Unbounce, and GetAmbassador that resolve various customers’ needs. These solutions also implement lots of different solutions known as “stacks.”
Features of Ontraport CRM Software
- Custom objects
Custom objects are CRM records linked to various entries and used to manage relationships. It is a feature that tracks customer activities and connects them to the business. It also creates a detailed database for all the customers. As a result of this tool, you can easily understand the type of relationships you require for each type of customer. This feature makes customized customer activities and can make effective decisions.
- Visual Analytics
Every department has different tasks and activities, so each department makes records of all the customers’ information. The marketing department will have information regarding campaigns, and the sales department will have information on purchase habits. Ontraport collects all the data and visualizes all of it to make sense. This information will allow you to step up email marketing and improve customer relationships.
- Membership Automation
This software provides users straightforward and effective membership system. You can use it to make personalized Content for your customers to improve the customer experience. This feature helps maintain the membership system that can handle the entire task without requiring any third-party framework.
- Email Automation
Customer relationships are the best ways to increase sales and revenue. Most companies use newsletters or similar email marketing campaigns to maintain this customer experience. Ontraport is good at collecting data on customers’ behavior. So, it provides a tool that can help to make personalized Content. To make all these things better, Ontraport offers automated emails. You can create automated emails to make newsletters, replies, promotional emails for your customers.
- Facebook Custom Audience Integration
This feature keeps your Facebook contact list clean and organized. This platform optimizes your Facebook audience to focus on Facebook Marketing. Ontaport’s Facebook Custom Audience Integration can make your life more manageable and help your business to furnish.
The cost of CRM software increases as you move from primary to enterprise and the more customized form. Ontraport comes in four levels Basic, Plus, Pro and Enterprise. Custom pricing plans are for those whose requirements are beyond the enterprise plans.
The cost of the basic plan is $79 per month.
- Plus plan
The value of the Plus plan is $147 per month.
- Pro plan
The cost of the Pro Plan increases from the Plus to $297 per month.
$497 per month is for those who choose Enterprise plans.
To know the detailed description of each plan, visit the website.
Shawn: Okay, so I am eager to invite my partner, to shower business insights on the stage. So, put your hands together for Mr. Oliver.
Oliver: Oh! Thanks a ton, my friend. But how come the less annoying listener wears you out?
Oliver: Just teasing. So, let’s start on a lighter note about software.
Less Annoying CRM Software
Less Annoying CRM is a simple customer relationship management built for small businesses and startups. It is also for the startups to grow and build a better customer experience. It is a clean, yet intuitive user interface with comprehensive feature sets and great platform support to customers. It is aimed basically at small businesses and has affordable prices. Less Annoying CRM Software lunches in 2009 are in San Francisco, CA.
This software manages your contacts, leads, notes, calendars, to-dos, and more from one single web application. Less Annoying CRM Software has three core principles: simplicity, affordability, and best customer service. Simplicity means that you do not have to train yourself for the CRM to use it. This software is straightforward to use and can eliminate all the learning curves. All the information and contacts are easy to find on the website.
Affordability is one such thing for small businesses and startups. For the cost of a single launch, you can use tools that can make your life easy and simple and can even help co-workers. You can start the 30-day free trial after the launch.
Excellent customer service means the customers are always available by phone or email for free. This platform treats every customer as a companion and provides help anywhere they want.
Features of Less Annoying CRM Software
- Contact Management
Store all the contacts, including individuals or businesses, in a centralized place. Filter all the views to quickly find the contacts or group the different contacts in one place. You can easily store contacts’ names, company names, contact info, activity lists, and tasks.
- Pipeline Management
In this software, you can add four default pipelines with the add more option. You can also use editable templates for specific templates like orders, projects, and other scenarios. After adding contacts to the pipeline, you can add tasks for other days.
This feature acts like the summary dashboard. You can overview all the tasks to the activities and day’s events to the pipeline report.
Segment contacts into the different groups or attach to the existing group. You can also email this segmented contact using Mailchimp to sync an audience to a specific group.
- Built-in Calendar
Make activities and tasks using the Calendar feature in this platform. Sub calendars are also unique features to categorize all the different tasks and move to the different levels of the task priorities.
- Email Logs and Agenda
You can store email conversations and attach them to the contact records with the complete history of interactions.
Less Annoying CRM software costs $15/per month/per user. It is the lowest price and is suitable for all small businesses and startups.
Scoro CRM Software
Scoro CRM Software is customer relationship management that helps every aspect of the businesses from work. It is business management software that is also loved by agencies and consultancies worldwide. This software began in 2013 that can make the job simple. It has several features like project management, CRM, billing, reporting, and any other feature in one place. These features will run the business smoothly and efficiently from sales to billing and insights.
This software is pretty easy. You can shuffle from different tools without changing the tabs. The score has clients in more than 50 countries worldwide with a strong customer base that manages the relationship between the organization and customers. It is a cloud-based professional services solution that helps small to the midsize organization. This software helps consulting, IT, and other industries. The solution offers a control hub that displays the pending tasks, scheduling, calendars, and various other features that can help businesses worldwide.
Features of Scoro CRM Software
- Project Management
You can manage everything about a project on one page, including time spent, billed, invoices, meetings and expenses, comments, and various other activities in one place. Allocation of billable and non-billable work, and you can monitor how your team is doing in real-time. You can also manage the project portfolio according to configurable status.
- Work Scheduling and Tracking
Schedule work and tasks according to Scoro’s planner. You can have an instant outline of everyone’s work, deadline, potential workloads, and available slots. You can schedule a meeting in the team and share it with the individuals and customers for a 360° view. You can easily monitor and track the team’s calendar events and completed tasks to receive work reports.
- Financial Management
You can automate late invoices reminders, scheduling, and recurring invoices. You can maintain track of all the purchases and costs. The unique function of this feature is that you can compare the budget with the actual costs, revenues or profits so that this software can forecast based on scheduled invoices.
- CRM and Quoting
You can get all the contact information in one place. It includes contact details, communication history, invoices, call history, quotes, orders, and purchasing behavior.
You can gather quotes and send them as beautiful PDF files in just a few clicks. You can also get customized quotes and invoices within a few seconds.
- Reporting and dashboards
You can keep an eye on your KPIs, actionable items, and conversion in these beautiful dashboards. You can get a detailed overview of all the activities of the employees and customers. View all the projects in real-time and the status of all the projects, whether they are complete, pending, or in progress.
You can tour the website with 14 days free trial and no credit card required. Furthermore, various plans start from $26/month for five users as an Essential Plan. You can see full pricing details on the website.
Oliver: I hope you all can resonate with this information.
Employee: Sir, I have a problem managing accounts as they are in bulk. At the same time, I need a platform that can support live chat messages.
Oliver: Absolutely, here I will talk over it.
WORKetc CRM Software
WORKetc is a single cloud-computing platform with integrated CRM, project management, helpdesk, invoicing, help desk, sales, and marketing automation modules helping businesses grow and enhance efficiency. This platform supports collaboration between sales, support, project finance, and management to improve customer visibility. This software offers all the features to small and midsize businesses. It was founded in 2009 by Daniel Bernett.
WORKetc is in Sydney, Australia.
The software keeps track of all the billable and non-billable accounts across the business with company-wide billing, trackable overdue accounts, payment gateways, taxes, and document management. This platform can integrate with G Suite, Xero, QuickBooks, etc.
Features of WORKetc CRM Software
- Complete Workforce
Every activity and task filter. You can browse timelines or search and filter records.
- Gmail CRM and Outlook integration
Run your business inside Gmail and Outlook with WORKetc Plugin. You can create a lead, share the contacts, update activities and tasks, assign projects, and support all customers. You can share Google docs inside this software and sync it with Google contacts.
- Project Management
Using WORKetc, you can manage and organize all the projects with meaningful web-based projects, billing, and more into a single businesses management solution. You can conserve time and effort by automatically converting sales leads into projects project templates and sharing all the projects with the designated teams and individuals.
- Team Collaboration
You can design a project’s collaboration within WORKetc’s collaboration is simple. It is simple and easy to communicate information with each other and can make changes according to the requirements. You can even collaborate with your customers, clients, and contractors.
- Android, iPhone, and Mobile CSS
You can access your entire WORKetc software on Android, iPhone, and Mobile CSS. This feature will help the employees to work efficiently with save time.
The starting cost of CRM software varies according to the users and its requirements. The starting price of WORKetc is $78 per month. The free trials are available for all users.
ActiveCampaign CRM Software
ActiveCampaign is a cloud-based software that is in Chicago, Illinois. This company offers excellent customer support experience that combines email marketing, marketing automation, and sales automation. It helps over 130,000 businesses all over 170 countries and engages with customers. This platform gives companies of all sizes access to 500+ pre-build automation, including marketing, sales, and email.
This platform also offers lead scoring web analytics, a CRM platform with a live chat messaging platform called conversations. It is a platform that integrates with 850 applications, including WordPress, Salesforce, etc. ActiveCampaign CRM Software offers free customer service like live chat, phone support, and broad knowledge base sections. It also provides one-on-one consulting free custom design services for customer experiences.
Features of ActiveCampaign CRM Software
- Site Tracking
Site Tracking is a feature that connects marketing to specific contact details. It helps the users respond to the customers according to their purchasing behavior. In this way, they will adapt to the customers based on what they are doing on the website. It will help to resolve all the issues quickly. Site Tracking enables the system to track what the customers are doing on the user’s site.
- Conditional Content
Conditional Content means the Content dynamically changes on a per-contact basis. This feature is also useful when sending notifications of sales contacts via emails when displaying certain products while searching for them on the website.
- Intuitive API
The essential feature of this software is the ease of use of its API. It allows users to integrate the system with the app’s ecosystem fully.
- Event Monitoring
Event monitoring enables communication with the customers about the specific tasks that may have already taken place. This information then helps to make highly personalized marketing quickly.
The ActiveCampaign CRM software already has four plans starting at $9/month.
The starter plan has email marketing and marketing automation. Higher goals automatically add the feature to the system. The pricing details are already on the website to make your decision fair and reasonable.
Oliver: Aye! The time flies, and we are here to conclude this event.
[Meanwhile, Shawn gets a call]
[ Shawn runs to the stage]
Shawn: [ takes over the mic from Oliver] I am euphoric and enthusiastic about acquainting you all with such pleasing news. I want to announce that my friend Oliver is put forward for the category of “Best Business Consultant of the Year”.
[Oliver surprised, meanwhile audience applauds]
Oliver: I am speechless, but I am fortunate to have your “companionship.”
[Oliver hugs Shawn and the nostalgic moment ends]