Best Sales Force Automation Software
Looking to enhance your sales processes? Sales Force Automation (SFA) software is a powerful tool that can help businesses streamline tasks like lead management, team coordination, and sales forecasting, boosting efficiency and the bottom line. GoodFirms has curated a list of the best Sales Force Automation Software, evaluated based on price, features, and user reviews. Explore our list below to find the ideal solution for your business needs.
Here is the Top Sales Force Automation Software Solutions List
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Field Force connect CRM empowers your field employees to easily generate, record, manage, and track leads and efficiently forecast their conversion probability. It comes with modules for collecting client data, reporting, sales ... read more about Field Force Connect
Glad to buy the HVAC software through field force tracker
reviewed by: Paul Smith, Assistant Manager at manuferingEntry Level PriceFree versionFree TrialAvailable50% in Sales Force Automation SoftwareFeatures
- Account Management
- Channel Management
- Customer Communications
- Lead Management
- Opportunity Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
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Pharmaceuticals
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Retail
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Transportation-trucking-railroad
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
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iPhone/iPad
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Android
Support
- Email
- Chat
- Phone
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24x7 Support
Knowledge Base
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Help Guides
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Video
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Blogs
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On-Site Training
Reviews
What User‘s Say
Glad to buy the HVAC software through field force tracker
Paul Smith, Assistant Manager at manuferingPerfect Software for My Business
Jack Martin, Student at University of Southern CaliforniaVery Useful Software for Business
Smith Martin, Manager at mangerReview Summary
we are using HVAC Software services from last 3 years and we love this hvac service software, and it has cut down on employees efforts.
Packages
Pricing Type
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Free
Payment Frequency
-
Quote Based
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Delta Sales App is a Field Sales Automation & Employee Tracking App designed for distributors, manufacturers, wholesalers and companies who have field employees. With features like order reporting, customer management, employee tracking, ... read more about Delta Sales App
Best for managing employee and sales record
reviewed by: Neha KarnEntry Level PriceContact vendorFree TrialN/A50% in Sales Force Automation SoftwareFeatures
- Channel Management
- Contract Management
- Customer Communications
- Opportunity Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
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Business-supplies-equipment
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Construction
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Cosmetics
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Electrical-electronic-manufacturing
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Food-beverages
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Hospital-health-care
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Logistics-supply-chain
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Oil-energy
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Railroad-manufacture
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Telecommunications
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Warehousing
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
Support
- Email
- Chat
- Phone
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24x7 Support
Training
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Webinar
Knowledge Base
-
Help Guides
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Video Guides
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Blogs
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On-Site Training
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Case Studies
Reviews
What User‘s Say
Best for managing employee and sales record
Neha KarnMost useful salesforce app
Anishkar BhattaBest software for work automation
anmol sethReview Summary
I had a pleasant experience with this app. They provided detailed demo session and addresses all my queries regarding the app. The plans are flexible and customized as per company's budget. I can track all the records of orders, returns , collections etc of all the salesman easily. The filters added in every page helps to search collective data easily. The best feature about Delta Sales App is the geo fencing which helps to track the GPS and add accurate data accordingly. My sales have improved with the better co-ordination with my customers and salesman. The support team is quick and responsive. Fully satisfied with my purchase.
Packages
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
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Flowlu's sales force automation features empower businesses to streamline their sales processes, enhance customer relationships, and drive revenue growth. With Flowlu, businesses can automate repetitive tasks, such as lead management, email communication, ... read more about Flowlu
Flowlu is a cloud-based collaboration software that allows businesses to manage tasks, and projects from anywhere.
reviewed by: Alvin BuckleyEntry Level PriceContact vendorFree Trial14 Days5% in Sales Force Automation SoftwareFeatures
- Account Management
- Contract Management
- Customer Communications
- Lead Management
- Opportunity Management
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
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Accounting
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Airlines-aviation
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Alternative-dispute-resolution
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Alternative-wmedicine
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Animation
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Apparel-fashion
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Architecture-planning
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Arts-crafts
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Automotive
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Aviation-aerospace
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Banking
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Biotechnology
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Broadcast-media
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Building-materials
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Business-supplies-equipment
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Capital-markets
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Chemicals
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Civic-social-organization
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Civil-engineering
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Commercial-real-estate
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Computer-network-security
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Computer-games
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Computer-hardware
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Computer-networking
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Computer-software
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Construction
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Consumer-electronics
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Consumer-goods
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Consumer-services
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Cosmetics
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Dairy
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Defense-space
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Design
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Education-management
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E-learning
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Electrical-electronic-manufacturing
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Entertainment
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Environmental-services
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Events-services
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Executive-office
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Facilities-services
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Farming
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Financial-services
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Fine-art
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Fishery
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Food-beverages
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Food-production
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Fundraising
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Furniture
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Glass-ceramics-concrete
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Government-administration
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Government-relations
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Graphic-design
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Health-wellness-fitness
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Higher-education
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Hospital-health-care
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Hospitality
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Human-resources
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Import-export
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Individual-family-services
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Industrial-automation
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Information-services
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Information-technology-services
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Insurance
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International-affairs
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International-trade-development
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Internet
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Investment-banking-venture
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Investment-management
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Judiciary
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Law-enforcement
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Law-practice
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Legal-services
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Legislative-office
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Leisure-travel
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Libraries
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Logistics-supply-chain
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Luxury-goods-jewelry
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Machinery
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Management-consulting
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Marketing-advertising
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Market-research
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Mechanical-or-industrial-engineering
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Media-production
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Medical-device
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Medical-practice
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Mental-health-care
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Mining-metals
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Motion-pictures-film
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Museums-institutions
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Music
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Nanotechnology
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Newspapers
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Nonprofit-organization-management
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Oil-energy
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Online-publishing
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Outsourcing-offshoring
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Package-freight-delivery
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Packaging-containers
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Paper-forest-products
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Performing-arts
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Pharmaceuticals
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Philanthropy
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Photography
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Plastics
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Political-organization
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Primary-secondary
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Printing
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Professional-training
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Program-development
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Public-policy
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Public-relations
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Public-safety
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Publishing
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Railroad-manufacture
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Ranching
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Real-estate
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Recreational
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Renewables-environment
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Research
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Restaurants
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Retail
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Security-investigations
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Shipbuilding
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Sporting-goods
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Sports
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Staffing-recruiting
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Supermarkets
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Telecommunications
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Textiles
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Translation-localization
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Transportation-trucking-railroad
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Utilities
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Venture-capital
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Veterinary
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Warehousing
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Wholesale
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Wireless
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Writing-editing
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
-
iPhone/iPad
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Android
Support
- Email
- Chat
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Weekdays
Training
-
Webinar
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In-person
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Documentation
Knowledge Base
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Help Guides
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Video
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Blogs
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Webinars
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Case Studies
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Use Cases
Reviews
What User‘s Say
Flowlu is a cloud-based collaboration software that allows businesses to manage tasks, and projects from anywhere.
Alvin BuckleyFlowlu is a modern work management software that offers professional online tools for high-level project and product management.
Taylor SantosFlowlu is a cloud-based CRM to manage leads and contacts and track new sales opportunities.
Nydia OliverReview Summary
This software is great!! So easy to enter information and schedules. This solution keeps me very productive! I have a tendency to try to tackle too much at once and end up with an overwhelming number of unfinished tasks. I like the fact that I can share the tasks and lists with anyone just by using their email addresses.
Packages
Pricing Type
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Usage Based
Preferred Currency
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USD ($)
Free Version
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Yes
Free Trial
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14 Days Trial
Payment Frequency
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Monthly Payment
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Annual Subscription
Integration
Integrated With
- Google Drive
- Zendesk Support
- Jira
- Intuit Mailchimp
- Calendly
- JivoChat
- PayPal
- Stripe Billing
- Square
- Skrill
- Twilio
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As a complete solution for CRM, Salesforce has been helping organizations transform from cost centers to growth engines with its exclusive services like lead management, sales force automation, sales forecasting, marketing, etc. ... read more about Salesforce CRM
Made the jump up and never looked back
reviewed by: Michelle Wu, CMO at Priority Home BuyersEntry Level Price$25 Per MonthFree Trial30 Days15% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Channel Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
-
Accounting
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Logistics-supply-chain
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Marketing-advertising
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
-
Android
Support
- Chat
- Phone
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video
-
Blog
-
Case Studies
-
On-Site Training
Reviews
What User‘s Say
Made the jump up and never looked back
Michelle Wu, CMO at Priority Home BuyersSalesforce is designed for companies with larger sales staff and more complex business models.
Omer Usanmaz, CEO & Co-Founder at QooperSalesforce CRM's robust features allows us to manage entire business with just a few clicks.
Vartika Kashyap, Chief Marketing Officer at ProofHubReview Summary
We at Priority Home Buyers switched from Podio last year and the difference is 10fold uin terms of KPI tracking and sales automation. I wouldn't recommend it unless you are hyper focused on keeping your call metrics organized in one place, and are operating primarily outbound as a real estate investor. But for us it worked wonders.
Packages
Pricing Type
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Per User
Preferred Currency
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USD ($)
Free Version
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No
Free Trial
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30 Days Trial
Payment Frequency
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Monthly Payment
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Annual Subscription
Available Packages
Standard$25 Per Month -
Zoho CRM is one of the top preferred customer relationship management systems for its powerful features, user-friendly interface, and easy adaptation. small businesses, startups, and large-scale enterprises can use Zoho CRM software ... read more about Zoho CRM
Best CRM Software
reviewed by: Arvind Upadhyay, Digital Marketing ManagerEntry Level Price$14 Per MonthFree Trial15 Days20% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Channel Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
-
Accounting
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Financial-services
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Logistics-supply-chain
-
Marketing-advertising
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
-
Android
-
Windows
-
Mac
Support
- Email
- Chat
- Phone
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video
-
Blog
-
Case Studies
-
On-Site Training
Reviews
What User‘s Say
Best CRM Software
Arvind Upadhyay, Digital Marketing ManagerZoho CRM offers great integrations with other services that easily allow us to extend the platform’s functionality
Davin Joseph, CEO at My Enamel PinsZoho CRM is very easy to use and is perfect for small businesses as well
Radhika Gupta, Founder at One Digital LandReview Summary
Well, I have already used Freshsales but the workflow feature of Zoho CRM is the best in the world. There is not any comparison of Zoho CRM. Really!
Packages
Pricing Type
-
Per User
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
15 Days Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
Standard$14 Per MonthIntegration
Integrated With
- WooCommerce
- Xero
- Google Drive
- KrispCall
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Zendesk Sell is a modern sales CRM software that enhances the sales team's productivity by introducing automation in mundane tasks. Startups, small to medium businesses, and large enterprises can choose this CRM ... read more about Zendesk Sell
Zendesk CRM is ideal for fostering collaboration in our workplace
reviewed by: Kimberly Silva, CEO at FindPeopleFirstEntry Level Price$19.00 Per MonthFree Trial14 Days10% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
-
Accounting
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Logistics-supply-chain
-
Marketing-advertising
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
-
Android
Support
- Chat
- Phone
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video
-
Blog
-
Webinars
-
Case Studies
Reviews
What User‘s Say
Zendesk CRM is ideal for fostering collaboration in our workplace
Kimberly Silva, CEO at FindPeopleFirstZendesk is appropriate for us because we have broad spectrum of clients with support for several brands with connected accounts
Dave Cimon, Co-Founder at Costumes HeavenReview Summary
At FindPeopleFirst, we are subscribed to Zendesk CRM. It is a must-have tool for our sales teams requiring coordination to guarantee everything functions smoothly. As a team-oriented CRM, this one is ideal for fostering collaboration in our workplace. In addition to social media and websites, Zendesk makes it simple to provide customer service via all of these mediums. This CRM software's most robust feature is its integration with other apps, including Salesforce and Google Analytics.
However, Many 3rd-party integrations make Zendesk CRM software more expensive, which may be one of its most significant drawbacks. We have been using Zendesk for about a year and a half now. It is a part of our daily usage since we don’t have any other software for tracking what our customers have been up to.
Packages
Pricing Type
-
Flat Rate
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
14 Days Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
Standard$19.00 Per Month -
Act is a leading CRM and marketing automation software for small and midsize businesses. The software accommodates all CRM features to engage customers, like marketing automation, sales force automation, sales pipeline management, ... read more about Act!
Act! is a flexible contact management and full-featured CRM solution designed for small and mid-sized businesses.
reviewed by: Alger CarlsonEntry Level Price$12 Per MonthFree Trial14 Days33% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Customer Communications
- Email Marketing
- Lead Management
- Opportunity Management
- Sales Forecasting
Key Details
Licensing & Deployment
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Cloud Hosted
-
On Premises
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Web-based
-
iPhone/iPad
-
Android
-
Windows
-
Linux
Support
- Phone
Knowledge Base
-
Help Guides
-
Video Guides
-
Blogs
Packages
Pricing Type
-
Flat Rate
Free Version
-
No
Free Trial
-
14 Days Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
Standard$12 Per Month -
Spotler is complete B2B inbound and outbound marketing software. Ensuring your marketing & sales teams get more leads from website traffic, convert more visitors into MQLs and run complete marketing campaigns. Our ... read more about Spotler CRM
Entry Level Price$43 Per MonthFree Trial14 Days10% in Sales Force Automation SoftwareFeatures
- Campaign Management
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
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Education-management
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Financial-services
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Hospital-health-care
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Marketing-advertising
-
Nonprofit-organization-management
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
Web-based
-
Windows
-
Mac
Support
- Chat
- Phone
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video
-
Blogs
-
Infographics
-
Case Studies
-
Whitepapers
Packages
Pricing Type
-
Per User
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
14 Days Trial
Payment Frequency
-
Monthly Payment
-
Quote Based
Available Packages
Standard$43 Per Month -
Salesmate is a CRM tool designed to supercharge sales activities and expand customer relationships throughout the sales lifecycle. This CRM tool comprises features like sales force automation, lead management, marketing automation, etc. ... read more about Salesmate
Salesmate is an intelligent customer relationship management system to help the sales team to get more leads.
reviewed by: Eden SavageEntry Level Price$23 Per MonthFree Trial15 Days25% in Sales Force Automation SoftwareFeatures
- Account Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
-
Marketing-advertising
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
-
Android
Support
- Chat
-
24x7 Support
Knowledge Base
-
Help Guides
-
Video
-
Blog
Packages
Pricing Type
-
Per User
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
15 Days Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
Standard$23 Per Month -
With Freshsales CRM, businesses can attract, engage, close, and nurture their leads. You no longer need a CRM and five other tools to run your business, just Freshsales CRM will do. Top-rated ... read more about FreshWorks
Entry Level PriceFree versionFree TrialAvailable15% in Sales Force Automation SoftwareFeatures
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
-
Marketing-advertising
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
-
Android
-
Windows
-
Mac
Support
- Email
- Chat
- Phone
-
24x7 Support
Knowledge Base
-
Help Guides
-
Video
-
Blog
Packages
Pricing Type
-
Free
Payment Frequency
-
Monthly Payment
-
Annual Subscription
-
Pipedrive CRM solution is designed for small to large enterprises. This advanced customer relationship management software has a user-friendly interface covering all CRM capabilities like lead management, sales force automation, marketing automation, ... read more about Pipedrive
A Powerful and User-Friendly CRM for Sales Teams
reviewed by: SANeForce, Digital Marketing at SANeForceEntry Level Price$12 Per MonthFree Trial14 Days20% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
-
Accounting
-
Logistics-supply-chain
-
Marketing-advertising
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
Web-based
Support
- Email
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video
-
Blog
Reviews
What User‘s Say
A Powerful and User-Friendly CRM for Sales Teams
SANeForce, Digital Marketing at SANeForcePipedrive Experience
Marketing Executive at SAN Logistik ParkPipedrive utilizes a machine learning sales assistant, which is highly accurate.
Thomas Hawkins, CEO at Electrician Apprentice HQReview Summary
Pipedrive is an intuitive and feature-rich CRM that streamlines sales processes efficiently. Pipedrive has been a game-changer in managing our sales pipeline effectively. Its visual interface, automation features, and seamless integrations make it a great tool for tracking leads and closing deals. The ability to customize pipelines and automate tasks has significantly improved productivity. While the platform is excellent for small to mid-sized businesses, larger enterprises may find some limitations in advanced reporting and customization. Pipedrive offers a highly intuitive drag-and-drop interface, making it easy to manage deals and track progress. The automation features, such as email follow-ups and activity reminders, help ensure that no lead is missed. The integration with third-party apps like Slack, Zapier, and Google Workspace enhances collaboration and workflow automation.
Packages
Pricing Type
-
Per User
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
14 Days Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
Standard$12 Per MonthIntegration
Integrated With
- Zapier
- Slack
- Stripe Billing
- QuickBooks Online Advanced
- Asana
- Trello
-
NetSuite CRM is a powerful cloud customer relationship management (CRM) software designed for startups and fast-growing businesses. As a market leader, Netsuite CRM has been helping organizations master customer relationships with their ... read more about NetSuite CRM
It's a leading integrated cloud business software suite that includes financial management solutions to automate core finance and accounting.
reviewed by: Josh PetersEntry Level PriceContact vendorFree TrialN/A25% in Sales Force Automation SoftwareFeatures
- Campaign Management
- Channel Management
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
-
Accounting
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
-
Android
-
Windows
-
Mac
Support
- Chat
- Phone
-
24x7 Support
Knowledge Base
-
Help Guides
-
Video Guides
-
Blogs
-
Whitepapers
Reviews
What User‘s Say
It's a leading integrated cloud business software suite that includes financial management solutions to automate core finance and accounting.
Josh PetersNetSuite CRM is an enterprise-level, integrated and complete CRM solution for small and midsized organizations to manage their sales information.
Anonyms UserNetsuite CRM is a best fit for our firm as it satisfies all our needs starting from the Leads to Customer support.
Anonyms UserReview Summary
NetSuite is a cloud accounting software within an ERP platform that eases the process of getting data and tracking transactions, taking records of payables as well as receivables. It is good for all sizes of businesses as it provides accurate reporting on time and gives you full control over financial things. Our firm is using this software to generate the view of customers and sales.
Packages
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
-
No
Payment Frequency
-
Quote Based
-
Our AI-powered cold emails help you engage with your prospects more effectively by personalizing your emails, tracking the results of your campaigns, and improving your sender reputation. You can send unlimited emails ... read more about Success.ai
Revolutionizing Cold Email Outreach: Success.ai Review
reviewed by: Rakesh Chauhan, Digital Marketer | Social Media Marketer| Content Marketer | SEO Specialist at FreelancerEntry Level PriceContact vendorFree TrialN/A50% in Sales Force Automation SoftwareFeatures
- Account Management
- Email Marketing
- Lead Management
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
-
Information-technology-services
-
Marketing-advertising
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
Windows
-
Mac
Support
- Email
- Chat
-
24x7 Support
Reviews
What User‘s Say
Revolutionizing Cold Email Outreach: Success.ai Review
Rakesh Chauhan, Digital Marketer | Social Media Marketer| Content Marketer | SEO Specialist at FreelancerExperience of using an amazing AI powered cold email outreach platform
Aritra DasSuccess.ai revolutionizes email marketing with AI-driven personalization.
Jugal Kumar, Digital Marketing Executive @ Digital Marketing Manager | SaaS expert at Zebaq Pvt ltdReview Summary
Success.ai revolutionizes cold email outreach with its AI-powered platform. With advanced personalization, targeted campaigns, and comprehensive analytics, it's a game-changer for businesses. While there's a learning curve and cost considerations, the benefits far outweigh the drawbacks. Success.ai is a must-have tool for anyone serious about maximizing their email outreach efforts.
Packages
Pricing Type
-
Flat Rate
Preferred Currency
-
USD ($)
Free Version
-
Yes
Payment Frequency
-
Monthly Payment
-
B2B Rocket is a revolutionary sales automation platform powered by proprietary AI agents. It navigates the entire sales lifecycle, from lead generation to conversion, enabling efficient, personalized interactions and automated meeting setups. ... read more about B2B Rocket
Smooth customization
reviewed by: Tuba Anwar, Telemarketing Specialist, Social media Marketing. Content Writing. at TVD IT LLCEntry Level PriceContact vendorFree TrialN/A100% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Channel Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
-
Program-development
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
Web-based
Support
- Email
-
24x7 Support
Training
-
Webinar
Reviews
What User‘s Say
Smooth customization
Tuba Anwar, Telemarketing Specialist, Social media Marketing. Content Writing. at TVD IT LLCEfficient analytics feature
Pallavi Singh, Digital Marketing I B2B Marketing I at tycoonverseBest cold email outreach
Rakesh Chauhan, Digital Marketer | Social Media Marketer| Content Marketer | SEO Specialist at FreelancerReview Summary
B2B Rocket has made customization so smooth, straightforward, and efficient. It saves my time and never disappoints me. It makes my work easy and also time saving.
Packages
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
-
Yes
Payment Frequency
-
Monthly Payment
-
Solid Performers CRM is one of the very few SAAS CRM Software which is capable of performing multiple functions which, includes lead management, Lead Followup Management, Client Management, Client Followup management, Lead ... read more about Solid Performers CRM
CRM which has got stuffs at a minimal investment
reviewed by: Super AdminEntry Level Price$15 Per MonthFree TrialAvailable14% in Sales Force Automation SoftwareFeatures
- Campaign Management
- Contract Management
- Customer Communications
- Lead Management
- Opportunity Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
Key Details
Industries
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Construction
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Education-management
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Hospital-health-care
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Human-resources
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Real-estate
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
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iPhone/iPad
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Android
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Windows
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Mac
Support
- Email
- Chat
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24x7 Support
Training
-
Webinar
Knowledge Base
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Help Guides
-
Video
-
Blog
-
On-Site Training
Reviews
What User‘s Say
Good for Small and Medium Scale Enterprises
Sadik BashaGreat tool and I really like their chatbot
VishnuSimple and great CRM tool
AlwinReview Summary
I work with a 100+ team members and this system is suitable to match our requirement. But, I am not sure whether it can handle a team of 1000+ users. I think it has got the capability.
Packages
Pricing Type
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Per User
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
Available Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
Standard$15 Per MonthIntegration
Integrated With
- Zapier
-
ActiveCampaign CRM software is built considering every stage of the customer journey. The software provides a customized dashboard to fit any size B2B, B2C, and eCommerce businesses. This AI-integrated software offers end-to-end ... read more about ActiveCampaign
Active Campaign is super easy to manage complex email marketing campaigns
reviewed by: Rakshit Panchal, Marketing Specialist at Sydney Digital AgencyEntry Level Price$15 Per MonthFree Trial14 Days10% in Sales Force Automation SoftwareFeatures
- Campaign Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Sales Forecasting
Key Details
Industries
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Accounting
-
Computer-software
-
E-learning
-
Financial-services
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Health-wellness-fitness
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Logistics-supply-chain
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Marketing-advertising
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Professional-training
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
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iPhone/iPad
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Android
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Windows
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Mac
-
Linux
Support
- Chat
- Phone
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24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video
-
Blog
-
On-Site Training
Reviews
What User‘s Say
Active Campaign is super easy to manage complex email marketing campaigns
Rakshit Panchal, Marketing Specialist at Sydney Digital AgencyActiveCampaign’s intuitive interface and robust feature set, we can quickly create custom email sequences
Sarah Gibson, Director at Proactive HealthcareI would recommened ActiveCampaign for your business and experience the best results.
Jon Torres, Founder at Jon TorresReview Summary
We at Sydney Digital Agency use Active Campaign for email automation to send emails frequently about our blogs and the latest updates of our services for the last three years. It's super easy to manage complex email marketing campaigns. You can also segment campaigns according to your services by including tags and lists. When you require to scale up, it's quite pricey.
Packages
Pricing Type
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Flat Rate
Preferred Currency
-
USD ($)
Free Version
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No
Free Trial
-
14 Days Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
-
Quote Based
Available Packages
Standard$15 Per Month -
Highly secure, turnkey intranet solution for small and medium-sized businesses designed for effective collaboration, communication, social networking, business process, and knowledge management. Allows better knowledge continuity by moving data from network silos ... read more about Bitrix24
Streamlining Collaboration: A Comprehensive Bitrix24 Review
reviewed by: Neetika Jain , HR Specialist at Icarus Builders and Developers Pvt. Ltd.Entry Level Price$49 Per MonthFree Trial15 Days5% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Channel Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
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Accounting
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Banking
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Business-supplies-equipment
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Computer-hardware
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Computer-software
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Construction
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Consumer-services
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Executive-office
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Financial-services
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Hospital-health-care
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Insurance
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Nonprofit-organization-management
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Retail
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Staffing-recruiting
Licensing & Deployment
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Proprietary
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Cloud Hosted
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On Premises
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Web-based
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iPhone/iPad
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Android
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Windows
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Mac
-
Linux
Support
- Email
- Chat
- Phone
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24x7 Support
Training
-
Webinar
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Documentation
Knowledge Base
-
Help Guides
-
Video
-
Blog
-
Webinar
Reviews
What User‘s Say
Streamlining Collaboration: A Comprehensive Bitrix24 Review
Neetika Jain , HR Specialist at Icarus Builders and Developers Pvt. Ltd.Bitrix24 has a user-friendly approach to project management and communication which has simplified our daily operations.
Audrey HodgesBitrix24 has transformed the way we operate by replacing multiple services with a single, integrated ecosystem.
AnonymousReview Summary
Using Bitrix24 has been an illuminating experience in streamlining collaboration and boosting productivity within our team. The platform's multifaceted features offer a comprehensive solution for communication, project management, and CRM. The intuitive interface makes navigation effortless, while the wide array of tools caters to diverse needs, from task delegation and file sharing to time tracking and client management. The integration of communication channels like chat, video conferencing, and email within a unified platform fosters seamless interaction among team members, reducing the need for external applications. Additionally, the customizable workflows and automation options have significantly optimized our processes, saving time and minimizing errors. Overall, Bitrix24 has proven to be an invaluable asset in enhancing efficiency and fostering collaboration within our organization.
Packages
Pricing Type
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Flat Rate
Preferred Currency
-
USD ($)
Free Version
-
Yes
Free Trial
-
15 Days Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
Standard$49 Per MonthIntegration
Integrated With
- Intuit Mailchimp
- Slack
- Salesforce CRM
- office365
- Xero
- Zapier
- QuickBooks Online
- Google Drive
- HubSpot CRM
-
EngageBay is a simple, affordable, all-in-one marketing automation software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation ... read more about EngageBay
Engage Bay has allowed us to automate our brand’s marketing processes which enables us to save time
reviewed by: Lucia Jensen, CEO at WeLoansEntry Level Price$12.74 Per MonthFree TrialN/A8% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Customer Communications
- Email Marketing
- Lead Management
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
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Computer-software
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Consumer-services
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Education-management
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E-learning
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Higher-education
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Information-technology-services
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Marketing-advertising
Licensing & Deployment
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Proprietary
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Cloud Hosted
-
Web-based
Support
- Email
- Phone
-
24x7 Support
Knowledge Base
-
Help Guides
-
Video
-
Blog
Reviews
What User‘s Say
Engage Bay has allowed us to automate our brand’s marketing processes which enables us to save time
Lucia Jensen, CEO at WeLoansMy handy business tool.
Eric F MonteraEngageBay - A Revolutionary all-in-one system
Crypto13Review Summary
We WeLoans have been using Engage Bay since the company started, and it has helped us identify new opportunities, ensure customers are satisfied, and convert our webpage visitors, among other solutions. Engage Bay is the CRM software we use in our company once a week to track our marketing, support, and sales team. In addition, Engage Bay streamlines tracking customer details by allowing us to store unlimited contacts that help us build strong relationships with our clients.
Packages
Pricing Type
-
Per User
Preferred Currency
-
USD ($)
Free Version
-
Yes
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
Standard$12.74 Per MonthIntegration
Integrated With
- Zapier
- Xero
- mailgun
- Mandrill
- Postmark
- SendGrid
- PieSync
-
Keap CRM software is a robust client management and marketing automation software designed for small businesses and startups to govern all CRM activities from one dashboard. The system is powered by features ... read more about Keap
Keap honest review
reviewed by: Aman, Owner at KeapEntry Level Price$249 Per MonthFree Trial14 Days10% in Sales Force Automation SoftwareFeatures
- Campaign Management
- Customer Communications
- Email Marketing
- Lead Management
- Opportunity Management
- Proposal Generation
- Sales Forecasting
Key Details
Industries
-
Accounting
-
Information-technology-services
-
Logistics-supply-chain
-
Marketing-advertising
Licensing & Deployment
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Proprietary
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
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Android
Support
- Chat
- Phone
-
24x7 Support
Knowledge Base
-
Help Guides
-
Video
-
Blog
Reviews
What User‘s Say
Keap honest review
Aman, Owner at KeapKeap helps us to obtain constructive sales leads for our business
Jonathan Tian at CredityelpEmail marketing Tool
Jarrod Partridge, Founder at F1 ChronicleReview Summary
Using Keap has been a generally positive experience. As an all-in-one CRM and marketing automation tool, it provides a lot of value for small businesses and entrepreneurs. The interface is clean and intuitive, making it easy to get started even for users with limited technical experience. The platform's ability to automate repetitive tasks, manage customer data, and streamline communications is something that really sets it apart from other CRMs. However, it does have a learning curve, especially when it comes to more advanced features like workflow automation and email marketing campaigns. The support documentation is quite helpful, but I found that I needed to spend some time experimenting with the different tools to fully understand their capabilities.
Packages
Pricing Type
-
Flat Rate
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
14 Days Trial
Payment Frequency
-
Monthly Payment
-
Quote Based
Available Packages
Standard$249 Per Month -
Sugar CRM is a next-generation customer relationship management software solution for all businesses. This flexible, user-centric software allows users to strategize the CRM strategy with core features like customer sales force automation, ... read more about Sugar CRM
Better than other open source CRMs
reviewed by: Shailesh Chaudhary, Digital Marketing Executive at Taction Software LLCEntry Level Price$19 Per MonthFree TrialAvailable20% in Sales Force Automation SoftwareFeatures
- Account Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
-
Marketing-advertising
-
Retail
Licensing & Deployment
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Proprietary
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
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Android
-
Windows
-
Mac
-
Linux
Support
- Chat
- Phone
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video
-
Blog
-
Case Studies
-
Whitepapers
-
On-Site Training
Reviews
What User‘s Say
OK CRM for small businesses - still lacking
Kelly Wasden, Enterprise Accounts at MotivositySolid CRM
Zeke Becerra, Regional Sales Manager at Dbvisit SoftwareGreat system that can accomplish all the functionalities
Joseph Sloan, Marketing & Communications Coordinator at Advice MediaReview Summary
I want to like SugarCRM but after using it for well over 2 years as both user and admin, I have a real hard time recommending it to any business that is scaling fast. It's clunky in reporting, weird with opportunity creation. They updated the UI a bit, but that basically means they just repurposed the same buttons and added some more color to the overall look and feel. It's definitely an upgrade, but nothing like CopperCRM (Prosperworks) and SalesForce or even Hubspot. It's OK for a small business as they are starting out because it is somewhat easy to navigate, but with the lack or reports and overall clunkiness, I have a hard time recommending when there are so many great CRM's out there to accomplish your needs.
Packages
Pricing Type
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Flat Rate
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
Available Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
Standard$19 Per Month -
Close CRM software can easily create a route of growth for your business. It increases the sales team's productivity with sales force automation by taking care of core operations. The integrated reporting ... read more about Close
reviewed by: Kyle Stremme 🦄, VP of Multi Unit and Franchise System Growth at FetchRevEntry Level Price$49 Per MonthFree Trial14 Days7% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Channel Management
- Customer Communications
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
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Accounting
-
Logistics-supply-chain
-
Marketing-advertising
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
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Windows
-
Mac
Support
- Phone
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video
-
Blog
Reviews
What User‘s Say
Close is a powerful and easy to use CRM
Erik Zahnlecker, Co-Founder, COO at Allocate.aiMost complete & easy-to-use CRM
Joe GattoStraight to the point and no added mess
David Lee, Manager at CPD Online CollegeReview Summary
Close has an intuitive user interface and is supercharged by its many available integrations. We leveraged the Zapier integration and in doing so automated a good portion of the work we were previously doing manually. It was as if we added another member to our team. Highly recommend
Packages
Pricing Type
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Per User
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
14 Days Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
Standard$49 Per Month -
Nimble is a reliable and relationship-focused CRM software specifically designed for small businesses. From contact management, sales force automation, email tracking, and deal management to activity tracking, Nimble has everything you need ... read more about Nimble
Nimble is an industry-leading CRM for contact management solutions.
reviewed by: Anonyms UserEntry Level Price$24.90 Per MonthFree Trial14 Days33% in Sales Force Automation SoftwareFeatures
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Opportunity Management
- Proposal Generation
- Workflow and Approvals
Key Details
Industries
-
Accounting
-
Logistics-supply-chain
-
Marketing-advertising
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
-
Android
Support
- Chat
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video
-
Blog
-
On-Site Training
Reviews
What User‘s Say
Nimble is an industry-leading CRM for contact management solutions.
Anonyms UserNimble is a software that helps us track relationships with our consumers.
Lorie Carson, Founder at RealPeopleFinderNimble is essential in helping our small team with this vital aspect of our business
Evan McCarthy, CEO at Sporting SmilesReview Summary
Nimble is a perfectly good CRM tool for social sales and marketing that allows small businesses to store and organize all the contacts for follow-up reminders and to generate new leads. It easily incorporates Office 365 and some Google apps. This app provides great interaction between the customers and also it is very cost-effective. Its enhanced CRM systems are integrated with the communication power of social media and collaborative tools. Nimble has some nice features like Quotes, list management, customer support, referral tracking and many more.
Packages
Pricing Type
-
Per User
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
14 Days Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
Standard$24.90 Per Month -
Freshsales cloud-based CRM software is a 360-degree customer relationship management tool that enables users with core sales management and support activities. This fully-featured CRM system is customizable and accessible on mobile. Freshsales ... read more about Freshsales
Freshsales is cost-effective and has a very easy learning curve
reviewed by: Madilyn Hill, CEO at TruepersonfinderEntry Level Price$9 Per MonthFree TrialAvailable20% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Channel Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
-
Accounting
-
Logistics-supply-chain
-
Marketing-advertising
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
-
Android
-
Windows
-
Mac
Support
- Phone
-
24x7 Support
Training
-
Webinar
Knowledge Base
-
Help Guides
-
Video
-
Blog
Reviews
What User‘s Say
Freshsales is cost-effective and has a very easy learning curve
Madilyn Hill, CEO at TruepersonfinderComprehensive CRM tool which blends in with your organizational needs
Stella Scott, Co-founder at EasyPaydayLoanMost affordable CRM with best features and functionalities
Gautham Ramakrishnan, Head of Marketing at ZomentumReview Summary
We Truepersonfinder are using Freshsales for our organization. We haven't had to invest heavily in training. There is a free plan as well that helped us to find out about its real-time viability before investing it hugely. We use it daily to track the customer journey and ticket dispersal. Its AI, Freddy, guides us to close a deal that has high potential. It really saves us time and effort in closing a deal. While we mostly loved it, we missed the internet-scraping lead generation feature during its use.
Packages
Pricing Type
-
Per User
Preferred Currency
-
USD ($)
Free Version
-
Yes
Free Trial
-
Available Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
Standard$9 Per Month -
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Ready-to-use platform to automate marketing campaigns and lead management workflows with no-code ... read more about Creatio CRM
CRM Creatio is low-code SaaS CRM which has a financial service part with a focus on business process management for banks and financial institutions.
reviewed by: Anonyms UserEntry Level Price$25 Per MonthFree Trial14 Days15% in Sales Force Automation SoftwareFeatures
- Campaign Management
- Channel Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
Key Details
Industries
-
Marketing-advertising
-
Retail
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
On Premises
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Web-based
-
iPhone/iPad
-
Android
-
Windows
-
Mac
-
Linux
Support
- Chat
- Phone
-
24x7 Support
Knowledge Base
-
Help Guides
-
Video
-
Blog
Reviews
What User‘s Say
CRM Creatio is low-code SaaS CRM which has a financial service part with a focus on business process management for banks and financial institutions.
Anonyms UserCreatio CRM has effectively streamlined our company processes and enhanced team coordination across multiple offices.
VeronikaThe most cost-effective CRM system available, providing all necessary features in one intuitive platform.
AlumaReview Summary
This software solution is best for financial services. Our firm is now able to manage all financial and banking processes. With its low-code platform and BPM technology, our organisation can automate business-related processes. It easily syncs with other software and apps.
Packages
Pricing Type
-
Flat Rate
Preferred Currency
-
USD ($)
Free Version
-
No
Free Trial
-
14 Days Trial
Payment Frequency
-
Monthly Payment
Available Packages
Standard$25 Per Month -
Vtiger is an AI-integrated CRM software for startups and small to medium businesses. The software integrates easily with other tools to align all your teams under one dashboard at every stage in ... read more about Vtiger CRM
Great product for all valuable business. !!
reviewed by: Avinash Yaduka, Director at YADUKA GROUPEntry Level Price$12 Per MonthFree Trial15 Days5% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
-
Computer-software
Licensing & Deployment
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Proprietary
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
-
Android
-
Windows
-
Mac
-
Linux
Support
- Email
- Chat
- Phone
-
24x7 Support
Training
-
Webinar
-
In-person
-
Documentation
Knowledge Base
-
Help Guides
-
Video Guides
-
Blogs
-
Webinars
-
On-Site Training
Reviews
What User‘s Say
Great product for all valuable business. !!
Avinash Yaduka, Director at YADUKA GROUPAnd All-in-One CRM and Support Suite
Jose Quintero, Support Services Manager at GB Advisors, Inc.One Stop solution for Growing Companies
Saurabh Saxena, Product Operations & Marketing at InterviewBitReview Summary
It is an amazing product where all Sales, Project and service can be maintained very well. It help all roles of organisation.
Packages
Pricing Type
-
Flat Rate
Preferred Currency
-
USD ($)
Free Version
-
Yes
Free Trial
-
15 Days Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
One Growth$12 Per MonthOne Professional$30 Per MonthOne Enterprise$42 Per Month -
NetHunt CRM is a well-known online sales force automation tool allowing you to control your sales pipeline. Expanding target audiences and acquiring the market is easy with this CRM, as the device ... read more about NetHunt CRM
Best CRM so far
reviewed by: Volodymyr Denysenko, Front-End-Entwicklerin at EPOMEntry Level Price$24 Per MonthFree Trial14 Days25% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Customer Communications
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Licensing & Deployment
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
-
Android
Support
- Phone
Knowledge Base
-
Help Guides
-
Video Guides
-
Blogs
-
Webinars
Reviews
What User‘s Say
Best CRM so far
Volodymyr Denysenko, Front-End-Entwicklerin at EPOMGreat for small teams
Richard Rothbauer, CEO at ABN+AnalyticsEasiest to use CRM in Gmail
Lina Lugova, Head Of Marketing at EPOMReview Summary
I tried both well-known CRMs and tried to develop my custom solution, but none of them did their job perfect. I am fully dependant on GSuite apps in my job: Google Calendar, Hangouts, Docs, Sheets, and NetHunt helped me to organize a mess created during the years of managing 100+ clients.
Packages
Pricing Type
-
Flat Rate
Free Version
-
No
Free Trial
-
14 Days Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
Available Packages
Standard$24 Per Month -
CompanyHub is specialized CRM package which is fully customizable to any industry type. A very easy to use CRM similar to excel with user friendly features which is so productive that you ... read more about CompanyHub
It's a SaaS-based Professional accounting CRM software which is similar to excel and useful for all scales of businesses for their various operations.
reviewed by: Anonyms UserEntry Level Price$15 Per MonthFree Trial14 Days50% in Sales Force Automation SoftwareFeatures
- Account Management
- Channel Management
- Customer Communications
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Licensing & Deployment
-
Cloud Hosted
-
On Premises
-
iPhone/iPad
-
Android
-
Windows
-
Mac
-
Linux
Support
- Chat
- Phone
Knowledge Base
-
Help Guides
-
Video Guides
-
Blogs
-
On-Site Training
Reviews
What User‘s Say
It's a SaaS-based Professional accounting CRM software which is similar to excel and useful for all scales of businesses for their various operations.
Anonyms UserCompanyHub is a SaaS-based, fully customizable business-related CRM application for task management, useful for sales teams.
Anonyms UserCompanyHub is one of the best CRM I have ever come across and I have been using it for quite a while now and I can not get enough of it.
Anonyms UserReview Summary
Excellent time-saving and efficient accounting software I have seen till now. No more manual entry and other time-consuming tasks after implementing this software as it works like a pro. You can turn this software according to your need as it is highly customizable software. I am using this for creating records, sending emails and other managing accounts. The great thing about this software is it provides a 360-degree view so now I can view all processes in one place.
Packages
Pricing Type
-
Flat Rate
Free Version
-
No
Free Trial
-
14 Days Trial
Payment Frequency
-
Monthly Payment
-
Annual Subscription
-
Quote Based
Available Packages
Standard$15 Per Month -
SuiteCRM’s revolutionary Hosted Service ends per-user charging, ends charging for premium features & ends vendor lock-in. Take back control & scale CRM throughout your business at massively reduced cost without fear of ... read more about SuiteCRM
SuiteCRM's mobile-friendly interface has made things easy for our workers, no matter where they are in the world
reviewed by: Calvin Willis, Founder at Moo SoftEntry Level PriceContact vendorFree Trial30 Days33% in Sales Force Automation SoftwareFeatures
- Channel Management
- Contract Management
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Licensing & Deployment
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
-
Android
-
Windows
Knowledge Base
-
Help Guides
-
Video Guides
-
Blogs
-
Case Studies
-
On-Site Training
Reviews
What User‘s Say
SuiteCRM's mobile-friendly interface has made things easy for our workers, no matter where they are in the world
Calvin Willis, Founder at Moo SoftIt's a powerful CRM software that offers all advanced features and integration with accounting software like Xero to enhance your business.
Anonyms UserA great alternative to similar CRMs that are both open source and SaaS.
Anonyms UserReview Summary
Our medium-sized software download company Moo Soft has utilized the open-sourced SuiteCRM for three years to manage our global workforce of contract workers. It has very useful features such as customizable dashboards, workflow automation, and good integration with our other popular web applications. The biggest advantage is that it is really affordable to be open-sourced. However, this also leads to its disadvantage as it is a bit more challenging to use for those not technically minded as you do need a bit of technical knowledge to set up and manage the software.
Packages
Pricing Type
-
Contact Vendor
Free Version
-
No
Free Trial
-
30 Days Trial
Payment Frequency
-
Quote Based
-
Nutshell is an all-in-one solution for businesses of all types. The CRM solution assists the sales and marketing teams of B2B businesses in closing deals successfully with features like sales forces automation, ... read more about Nutshell CRM
A cloud-based CRM software to automate sales processes in businesses.
reviewed by: Anonyms UserEntry Level Price$19 Per MonthFree Trial14 Days25% in Sales Force Automation SoftwareFeatures
- Channel Management
- Customer Communications
- Email Marketing
- Lead Management
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
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What User‘s Say
A cloud-based CRM software to automate sales processes in businesses.
Anonyms UserWe have gained a significant improvement in the overall productivity of our company by using Nutshell
Ashley Amor, Co-Founder at PeopleFindFastGood, cheap CRM
Alex Lapp, Social Media Manager at Insite AdviceReview Summary
Nutshell CRM is easy to implement and use for any business. This way it enables a company’s sales force to work more precisely to increase deals. This CRM helps automate core processes which involve customer relationship building like lead generation, marketing, tracking and sales. Its reminder feature is great to complete daily tasks like making calls, sending emails, conducting meetings etc.
Packages
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Standard$19 Per Month -
Pipeliner online CRM tool is a unique cloud-based visual CRM specifically designed to fit all sizes and types of businesses. The multilingual CRM software takes all the heavy lifting of managing customer ... read more about Pipeliner CRM
Best CRM ever!!!
reviewed by: Fred Sumner, Account Executive West Region - ISONAS at Allegion, PLCEntry Level Price$25 Per MonthFree Trial14 Days50% in Sales Force Automation SoftwareFeatures
- Account Management
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Sales Forecasting
Key Details
Industries
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Accounting
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Logistics-supply-chain
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What User‘s Say
Best CRM ever!!!
Fred Sumner, Account Executive West Region - ISONAS at Allegion, PLCThe best CRM I've Ever Used
Fred Sumner, Account Executive West Regional at ISONASReview Summary
Simply put, this product is extremely simple to set up and administer and even easier to use as a salesperson. I recommend it for anyone using a so-called "Enterprise" level application.
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14 Days Trial
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Standard$25 Per Month -
SAP is a reliable customer experience and CRM solution well known for its efficiency and impactful results. The integrated sales force automation facility of SAP helps in building quality sales leads to ... read more about SAP CRM
It provides helpful framework channels which separates leads from the framework
reviewed by: David Reid, Sales Director at VEM GroupEntry Level PriceContact vendorFree Trial7 Days25% in Sales Force Automation SoftwareFeatures
- Account Management
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Sales Forecasting
Key Details
Industries
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Accounting
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Information-technology-services
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Logistics-supply-chain
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Marketing-advertising
Licensing & Deployment
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On-Site Training
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What User‘s Say
It provides helpful framework channels which separates leads from the framework
David Reid, Sales Director at VEM GroupThe best part is that automated data entry is possible
Lorie Carson, Founder at RealPeopleFinderReview Summary
My company VEM Group uses SAP CRM software. My Company has been using this software for the last 3 years on a weekly basis. It Mechanizes the appropriation of leads. Caution in the event of lead copies. Making of mission codes for advertising exercises. Permitting prompts to be doled out to accomplices. Extraction of leads from the frameworks. Helpful framework channels to separate leads from the framework. Adding a lead to an explicit sustain crusade made in Marketo is beyond the realm of possibilities in SAP. The UI isn't seriously amazing. It comes up short on devices to permit us to visit with inner associates.
Packages
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7 Days Trial
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Snovio is a perfect solution for Sales reps, Marketers, Startups, Recruiters, and anyone who relies on email outreach or outbound research. Cut down the time it takes to find and collect leads ... read more about Snov.io
Building relationships with customers and prospects
reviewed by: Anastasiia Khlystova, Content marketing manager at HelpCrunchEntry Level Price$33 Per MonthFree TrialN/A20% in Sales Force Automation SoftwareFeatures
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
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What User‘s Say
Cost-effective software
Noah Myint, Marketing Director at GalintelBuilding relationships with customers and prospects
Anastasiia Khlystova, Content marketing manager at HelpCrunchReview Summary
At Galintel, our marketing department uses Snov.io for email marketing.Snov.io / Snovi Easy to use, outbound and inbound marketing is a breeze when we use this software. Cost-effective when you think of how much data it can deliver with the price range. The only con that I can say is maybe pricier than other email marketing software.
Packages
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Free Version
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No
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Available Packages
Standard$33 Per Month -
Creatio CRM tool is designed to serve mid-size and large enterprises specifically. This cloud-based CRM tool is a no-code platform best utilized to automate CRM workflow. The CRM software has key modules ... read more about CRM Creatio
One of the best CRM I have used till now.
reviewed by: Anonyms UserEntry Level PriceContact vendorFree Trial14 Days25% in Sales Force Automation SoftwareFeatures
- Account Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
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Banking
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Financial-services
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Insurance
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Telecommunications
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Contact Vendor
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USD ($)
Free Version
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No
Free Trial
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14 Days Trial
Payment Frequency
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Quote Based
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ClinchPad is a deal focused CRM that enables you to close deals faster. It is simple to use, a web-based application built for small teams who are looking to transition from a ... read more about ClinchPad
ClinchPad is a web-based sales pipeline management application and an alternative to traditional CRMs.
reviewed by: Chloe CovingtonEntry Level PriceContact vendorFree TrialN/A33% in Sales Force Automation SoftwareFeatures
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
Key Details
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Free Version
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No
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SutiCRM helps organizations manage customer data and interactions, automates marketing, sales, and customer service activities. The CRM software provides a complete view of what customers want and easily integrates with your existing ... read more about SutiCRM
A real versatile document management software that allows us to efficiently manage our documents and files in a centralized location
reviewed by: Ashley QuinnEntry Level Price$10 Per MonthFree Trial30 Days11% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Workflow and Approvals
Key Details
Industries
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Accounting
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Banking
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Financial-services
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Hospital-health-care
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iPhone/iPad
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USD ($)
Free Version
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30 Days Trial
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Available Packages
Standard$10 Per Month -
Sales.Rocks is an all-in-one Sales Enablement and Automation platform that helps companies fill their sales pipeline by allowing them to get quick access to full contact profiles for 115M+ Companies and more ... read more about Sales.Rocks
Sales.Rocks is a sales enablement and automation platform to transform everyday sales and marketing.
reviewed by: Alex HortonEntry Level PriceContact vendorFree Trial7 Days50% in Sales Force Automation SoftwareFeatures
- Campaign Management
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
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Cloud Hosted
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Pricing Type
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Contact Vendor
Free Version
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No
Free Trial
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7 Days Trial
Payment Frequency
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Annual Subscription
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Quote Based
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Claritysoft is an all-in-one CRM software enveloping all contact relationship features like lead management, sales force automation, marketing automation, and lead generation. Empowering your team, delighting customers, and driving business growth is ... read more about Claritysoft CRM
Claritysoft CRM is all-in-one customer relationship software designed for sales, marketing, and customer service.
reviewed by: Osmond GriffithEntry Level Price$39 Per MonthFree TrialN/A25% in Sales Force Automation SoftwareFeatures
- Account Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
Key Details
Licensing & Deployment
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Cloud Hosted
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Free Version
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No
Payment Frequency
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Annual Subscription
Available Packages
Standard$39 Per Month -
Inzant is committed to "empowering the user", by this we mean developing products that are intuitive, feature rich and above all easy to use. Since its inception nearly a decade ago Inzant ... read more about Inzant Sales
Inzant Sales is a mobile sales and ordering system for businesses that eliminates tedious tasks through integration and automation.
reviewed by: Tomás NicodemusEntry Level Price$75 Per MonthFree TrialN/A50% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Workflow and Approvals
Key Details
Licensing & Deployment
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Cloud Hosted
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Flat Rate
Free Version
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No
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Available Packages
Standard$75 Per Month -
C2CRM is a full-service CRM tool for SMEs and large enterprises. The software's key properties include sales force automation, marketing automation, lead management, lead generation, etc. The software can be deployed on ... read more about C2CRM
C2CRM is an award-winning Customer Relationship Management software to customize business needs.
reviewed by: Britney PearceEntry Level Price$15 Per MonthFree Trial30 Days25% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Contract Management
- Customer Communications
- Email Marketing
- Lead Management
- Workflow and Approvals
Key Details
Licensing & Deployment
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Free Version
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30 Days Trial
Payment Frequency
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Available Packages
Standard$15 Per Month -
Sales Force Automation Platform of SAN eforce, SAN SFE, is an unparalleled solution empowering your sales and marketing teams to target customers from a varied specialty with a defined approach. Our framework, ... read more about SANeForce
Great Tool for Business Optimization
reviewed by: SANeForce, Digital Mktg at PipedriveEntry Level PriceContact vendorFree TrialN/A100% in Sales Force Automation SoftwareFeatures
- Channel Management
- Customer Communications
- Lead Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Licensing & Deployment
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Cloud Hosted
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Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
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SalesQ helps enterprises track the activities of field sales reps, such as their daily movements and tasks, visit details, meeting times, and sales orders that they have created. SalesQ helps improve employee ... read more about SalesQ
Competent sales monitoring app for field personnel that is affordable too!
reviewed by: Salman RashidEntry Level PriceContact vendorFree TrialN/A50% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Customer Communications
- Lead Management
- Opportunity Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
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Banking
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Financial-services
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Food-beverages
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Information-technology-services
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Logistics-supply-chain
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Nonprofit-organization-management
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Pharmaceuticals
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Transportation-trucking-railroad
Licensing & Deployment
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Pricing Type
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Preferred Currency
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USD ($)
Free Version
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No
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Monthly Payment
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Quote Based
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Our platform always leverages your data and matches it to outcomes to improve your operations so they’re more intelligent with every turn of the flywheel. Once you have the right pieces in ... read more about Outreach
A Must-Have for SaaS Sales
reviewed by: Jordon SargentEntry Level PriceContact vendorFree TrialN/A80% in Sales Force Automation SoftwareFeatures
- Account Management
- Channel Management
- Customer Communications
- Lead Management
- Opportunity Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
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Marketing-advertising
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Proprietary
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Windows
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24x7 Support
Training
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Infographics
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Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
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Pipeline is a perfect CRM system solution for small businesses that is easy to set up, offers seamless integrations, and functions perfectly as a comprehensive sales platform. The CRM software tool helps ... read more about Pipeline CRM
Pipeline CRM is a simple and useful CRM that provides you with insights that help sales teams to organize sales easily.
reviewed by: Rhea MendozaEntry Level Price$25 Per MonthFree Trial14 Days33% in Sales Force Automation SoftwareFeatures
- Campaign Management
- Contract Management
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
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Accounting
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Information-technology-services
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Logistics-supply-chain
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Marketing-advertising
Licensing & Deployment
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Flat Rate
Free Version
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No
Free Trial
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14 Days Trial
Payment Frequency
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Available Packages
Standard$25 Per Month -
Sellizer is a comprehensive sales supporting tool that will notify you when a customer opens your proposal and provide key statistics that you have never had access to.
Have been enjoying Sellizer's intuitiveness
reviewed by: MarkEntry Level Price$4 Per MonthFree Trial14 Days25% in Sales Force Automation SoftwareFeatures
- Account Management
- Campaign Management
- Channel Management
- Customer Communications
- Email Marketing
- Lead Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Licensing & Deployment
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Cloud Hosted
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Knowledge Base
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Help Guides
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Pricing Type
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Flat Rate
Free Version
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14 Days Trial
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Available Packages
Standard$4 Per Month -
Track and manage your leads and prospects in an easy and organized way to ensure your potential lead becomes your customer. With the sheer motive to be simple, Bigin is packed with ... read more about Bigin by Zoho CRM
Amazing
reviewed by: Mr Nobarun, CEO at Nobarun InternationalEntry Level PriceContact vendorFree Trial15 Days33% in Sales Force Automation SoftwareFeatures
- Campaign Management
- Contract Management
- Email Marketing
- Lead Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Industries
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Education-management
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Human-resources
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Management-consulting
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Real-estate
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Per User
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USD ($)
Free Version
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No
Free Trial
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15 Days Trial
Payment Frequency
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Monthly Payment
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Annual Subscription
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Quote Based
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Sales Mantra CRM: The Ultimate Solution for All Your Sales Needs. Sales Mantra CRM is an all-in-one Customer Relationship Management Software designed to meet the diverse needs of businesses. With a comprehensive ... read more about Sales Mantra
Best CRM Software - Easy to Navigate, Exclusive Features & Benefits
reviewed by: AnonymousEntry Level PriceContact vendorFree TrialAvailable25% in Sales Force Automation SoftwareFeatures
- Contract Management
- Email Marketing
- Lead Management
- Opportunity Management
- Performance Metrics
- Workflow and Approvals
Key Details
Industries
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Accounting
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Apparel-fashion
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Architecture-planning
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Automotive
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Biotechnology
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Building-materials
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Business-supplies-equipment
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Chemicals
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Consumer-goods
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Consumer-services
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Education-management
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Electrical-electronic-manufacturing
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Hospital-health-care
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Hospitality
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Industrial-automation
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Logistics-supply-chain
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Mechanical-or-industrial-engineering
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Online-publishing
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Warehousing
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iPhone/iPad
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24x7 Support
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Documentation
Knowledge Base
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Help Guide
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Video
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Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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Yes
Free Trial
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Available Trial
Payment Frequency
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Monthly Payment
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Annual Subscription
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Quote Based
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Salesflare CRM software is a simple yet powerful customer relationship management tool for small and medium-sized businesses. This online customer management tool works best for sales force automation and sales forecasting. With ... read more about Salesflare
An excellent system if you have a plenty of customers and a strong sales team
reviewed by: Adam Hempenstall, Founder & CEO at Better ProposalsEntry Level Price$23.20 Per MonthFree TrialN/A33% in Sales Force Automation SoftwareFeatures
- Account Management
- Customer Communications
- Email Marketing
- Lead Management
- Opportunity Management
- Sales Forecasting
- Workflow and Approvals
Key Details
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Cloud Hosted
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Video Guides
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Packages
Pricing Type
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Flat Rate
Free Version
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No
Payment Frequency
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Monthly Payment
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Annual Subscription
Available Packages
Standard$23.20 Per Month -
Datanyze is the leader in technographics -- real-time insights based on a company's technology choices and buying signals. With technographics, we help our customers find great accounts and convert them into customers. ... read more about Datanyze
Using the tool, we have been to reach out to decision makers within remote working companies, which means more users for our Saas product.
reviewed by: Alina Clark, Co-Founder at CocoDocEntry Level PriceContact vendorFree TrialN/A100% in Sales Force Automation SoftwareFeatures
- Account Management
- Customer Communications
- Lead Management
- Performance Metrics
Key Details
Licensing & Deployment
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Cloud Hosted
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Web-based
Support
- Phone
Knowledge Base
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Blogs
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Packages
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
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ZooM Sales Force Automation Solution is designed and created with in-depth industry knowledge, to fit in the customer needs, business flows for FMCG, Manufacturing, Sales & Distribution, Healthcare & Wellness, and Consumer ... read more about ZooM SFA
Provides quality video and audio
reviewed by: Burt Valentine, Streaming Editor/Digital Marketer at How to watchEntry Level Price$18 Per MonthFree TrialN/A100% in Sales Force Automation SoftwareFeatures
- Account Management
- Channel Management
- Customer Communications
- Lead Management
- Performance Metrics
- Sales Forecasting
- Workflow and Approvals
Key Details
Licensing & Deployment
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Cloud Hosted
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On Premises
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Windows
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Mac
Support
- Chat
- Phone
Knowledge Base
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Help Guides
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Video Guides
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Blogs
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On-Site Training
Packages
Pricing Type
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Flat Rate
Free Version
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No
Payment Frequency
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Monthly Payment
Available Packages
Standard$18 Per Month -
Trackence is a Advanced Sales Force Automation (SFA) tool to increase productivity of Sales Force and substantial growth in your Business. Trackence, empowers the sales person in the field by giving access ... read more about Trackence
Entry Level PriceContact vendorFree TrialAvailable100% in Sales Force Automation SoftwareFeatures
- Account Management
- Lead Management
- Opportunity Management
- Performance Metrics
- Proposal Generation
- Sales Forecasting
- Workflow and Approvals
Key Details
Licensing & Deployment
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Cloud Hosted
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Web-based
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iPhone/iPad
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Android
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Windows
Support
- Phone
Knowledge Base
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Blogs
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Pricing Type
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Contact Vendor
Free Version
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No
Free Trial
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Available Trial
Payment Frequency
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Quote Based
Buyer’s Guide
Buyer’s Guide to Sales Force Automation Software
The number of sales done ultimately matters for any type and size of business. The sales figures show whether the company is successful or not. So, it becomes critical to ensure that the entire sales process in the organization is streamlined and synchronized enough to yield excellent results in high sales volume and profitability.
Sales teams usually face many challenges, such as poorly defined sales goals, lack of training, communication gaps among team members, mismanagement, and leadership failures. The best sales force automation software is the ultimate key to seamlessly overcoming these challenges and achieving predetermined sales goals.
Whether you are planning to buy Salesforce software for the first time or require changing the existing one, this buyer’s guide will walk you through the complete information to help you make the right choice.
What Is Sales Force Automation?
Sales force automation refers to automating different tasks throughout the sales pipeline. Whether it is about sending emails to customers, sharing information, or tracking sales performance, automating and streamlining these tasks becomes essential to save time, reduce errors, and achieve efficiency. Below are some essential functions in sales that need to be automated to accelerate sales and achieve predetermined business goals.
Reporting
A daily, weekly, and monthly reporting system is the most potent action to improve sales performance. The sales reporting system can keep track of the sales achieved or opportunities missed. Reporting is essential for salespersons and sales managers as it provides answers to questions like -
- What is the total amount of sales made?
- Are your sales efforts working?
- Are you following the right sales strategy?
- Do you need to change anything to hit the sales targets?
Sales Force automation ensures that your sales team doesn't miss out on an essential task - reporting. The sales managers can easily access those reports to plan their strategies accordingly.
Lead Management
Lead management is the process of consistently and equally managing all leads. You need to sort, segment, and nurture leads to convert them to customers. Lead management becomes complex, especially when the number of leads is high. Sales Force Automation streamlines the tasks of lead management. It ensures that every lead is attended to highly efficiently and that a maximum number is converted to achieve sales goals.
Opportunity Management
The leads that are sure to get converted are known as opportunities. Differentiating the opportunities from leads is based on various parameters like the buyers' response, budget, purchasing process, and decision-making authority. Sales Force automation can help streamline identifying leads as opportunities by assigning a status to each lead like "needs negotiation," "needs to consult higher authorities'', and many more. The sales force automation process allows each sales team member to access the information about each opportunity's status. This ensures that the entire sales team knows each buyer's journey and can approach them using the right strategy.
Contact Management
Contact management is the systematic process of recording the contact details of leads, opportunities, and buyers. Having access to contact information at the fingertips makes the sales process easier and more efficient for the sales team. Sales Force Automation helps the sales team access contact information from anywhere and easily approach their current and potential customers.
Task Management
Task management includes managing all the aspects of a task, like prioritization, time allocation, human and financial resources management, notifications, assignments, dependencies, recurrence, etc. Streamlining these aspects can help accomplish tasks efficiently and effectively. Various sales tasks need to be done systematically, like following up with clients, preparing presentations, order and delivery management, collecting payments, and many more. Automating task management can help complete these tasks flawlessly and deliver excellent customer experiences.
Team Collaboration
Team collaboration refers to a systematic approach that can improve teamwork. The teams that collaborate efficiently are highly productive. Sales automation can excellently engage the workforce through better knowledge sharing and reducing communication gaps, resulting in enhanced performance.
Reports & Analytics
Generating reports to gather information about sales efforts is required. In contrast, analytics is the process of extracting data to get meaningful insights that can be used to make better decisions. Sales automation helps the sales team access reports and analytics that monitor the current situation and improve their strategies to achieve their sales targets.
What Is Sales Force Automation Software?
Sales force automation software is a tool that automates all sales-related business tasks, including managing leads, opportunities, contacts, information, inventory, orders, customers, and sales forecasting. Sales teams use sales force automation systems to become highly productive and efficient by automating repetitive and mundane tasks relating to the entire sales process, including follow-up emails & calls, quotes, closing deals, and order delivery.
The ultimate goal of the sales force automation system is to allow businesses to sell more of their products and services, which can be done -
- By automating administrative tasks, sales force automation can focus more on revenue-generating activities like calling leads, setting up appointments for meetings, and planning successful strategies.
- By streamlining the sales process, the sales team can achieve flawlessness in their jobs, leading to increased sales. The sales team might forget to send the follow-up emails, but properly configured sales automation software can never forget that. The managers can gain insights into the strategies that are working and improve those strategies.
How Is Sales Force Automation Different From CRM and Marketing Automation Software?
Sales force automation can have some attributes of CRM and vice versa, but both technologies are not the same. Let's have a look at the basic difference between both of them -
Similar to the roles of sales and marketing teams, the technology used by these teams also differs. Let's examine the primary difference between sales force automation and marketing automation tools.
Sales force automation software, marketing automation software, and CRM all these three tools are all used at different levels of the buyer's journey, as shown below -
Who Can Benefit From Sales Force Automation Software?
Sales Force Automation tools can benefit -
Businesses: By providing the ability to enhance customer relationships, increase sales & revenue, improve market share, and stay competitive.
Salespersons: By making it easy to monitor sales activities and collaborate with team members, we can increase the chances of closing deals and achieving sales targets.
Sales Managers: By providing the ability to monitor the sales team's productivity and take actions based on real-time information about the customers’ preferences.
Customers: By providing access to quality products & services, the best shopping experience, and after-sales service.
What Are The Different Kinds Of Sales Force Automation Software?
Sales force automation solutions can be categorized based on aspects like functionality, usage, deployment, and price. Let's have a basic understanding of each one, as that will help you select the one that suits your business infrastructure, budget, and requirements.
A. Functionality
i) Salesforce ERP
There are enterprise-level CRM sales force automation tools available like Epicor, SAP, etc., that are strong in sales, marketing, and customer relationship management. This type of ERP tool is also known as all-in-one salesforce software solutions. The large enterprises use these software solutions as they are rich in features and versatile in terms of functionality, allowing them to handle every process of their business.
ii) Sales Force Marketing Automation Software
Many software solutions include features supporting sales and marketing automation. This type of sales force marketing automation software helps sales and marketing teams collaborate effectively and deliver excellent results.
ii) Sales Force Software for Small Businesses
Small businesses' requirements for managing their sales team, sales figures, and customers are limited, and so is their budget. Usually, small businesses choose low-cost cloud-based sales force software on a monthly subscription basis or free and open-source sales force automation software to manage their sales operations effectively and flawlessly.
B. Usage
i) Web-based Sales Force Automation Software
The web-based sales force automation system can be accessed using the Internet and web browsers on devices such as desktops, laptops, tablets, and smartphones. These devices use different operating systems, such as Windows, Linux, and MacOS.
ii) Mobile SFA Applications
Salesforce mobile applications have become quite popular these days. These applications work on mobile devices based on different platforms like iOS, Android, Windows, etc. The users get the freedom to manage their sales on the go with the help of mobile SFA applications.
C. Deployment
i) On-Premise Sales Force Automation Software
An on-premise sales force automation solution is installed on the computers and devices of the user or organization using the software rather than a remote server or cloud. Companies equipped with high-end infrastructure and technical resources required to maintain the software prefer deploying on-premise sales force automation solutions.
ii) Cloud-Based Sales Force Automation Software
Cloud-based sales force automation systems, also known as SaaS, are accessed via the Internet instead of installing the software on the devices used by software users. Companies that require the ease of accessing the software from anywhere prefer using cloud-based sales force automation software.
D. Price
i) Free Sales Force Automation Software
As the name suggests, free sales force software means you don't need to pay anything to purchase its license or use it. When it comes to free sales force automation software, there are two options you can select from -
- Free and open source sales force automation software - download and customize as per your requirements.
- Free cloud-based sales force automation software - log in and start using it immediately from anywhere with the help of internet-powered devices.
ii) Paid Sales Force Automation Software
When it comes to paid sales force automation tools, the companies have three options -
- Buy a readymade sales force automation system hosted on the cloud or remote server, with monthly, yearly, or one-time subscription options.
- Hire an in-house software developer or a team of software developers who can develop customized sales force software according to the organization's demands and pay them their remuneration.
- Outsource the complete software development project to a freelancer or a professional sales force automation software development company and pay the mutually agreed quoted price.
The option you choose from above depends on your company’s requirements, budget, and infrastructure.
iii) Freemium Sales Force Automation Software
Many paid CRM sales force automation tools offer freemium versions. The freemium version may have limitations in terms of features, users, or time period. For example, Zoho CRM is free to use for 15 days, Streak has a free version with limited features, and Agile CRM is free forever but only for 10 users.
Benefits of Using Sales Force Automation Software
In this competitive business scenario, organizations need to adapt to customer-oriented methodologies. The best sales force software can help you in doing that by providing below-mentioned benefits -
Increases Accountability of the Sales Team
By using the sales force automation tools, the sales representatives can view their reports sent to the management and document lead generation and productivity. The sales managers can measure their respective teams' performance and inform the higher authorities about the success of the sales strategies implemented. This makes every individual on the sales team accountable for their roles and improves their performance, which ultimately helps them meet their sales targets.
Reduces Cost Per Sale
The sales force automation solution provides clear visibility over the sales funnel and the buyer's journey, which can help in quicker conversions and increased sales ratios. It can also shorten your sales cycle and help the sales team focus on acquiring more customers. The shorter sales cycle and a high number of sales figures result in reduced cost per sale.
Helps In Gaining Insights to Real-Time Information
Sales automation software consolidates all the information and presents it in easy-to-understand reports. This helps the sales team and managers gain insights into real-time information about the tasks done and pending, allowing them to improve efficiency and reduce mistakes.
Allows Accurate Sales Forecasting
Applying sales force automation software, you can seamlessly track the opportunities and probability of the closures. As per the latest market research report, sales forecasting is projected as one of the most lucrative segments of sales force automation. It gives total control of your sales pipeline, including information about the status of every lead. That helps in forecasting sales accurately and planning successful business strategies for the future.
Improves Customer Retention Rates
As most of the administrative tasks are automated using a sales force automation system, the sales team can focus more on selling and maintaining customer relationships. The salesforce software empowers the sales team to provide customers with a better shopping experience and win their loyalty.
What Are The Features To Look For In A Sales Force Automation Software?
Not all sales force automation tools are built equally, as they include different features. The features you require in a sales force automation software depend on your business type and size. But there are some must-have features that your sales force automation system should include -
Lead Segmentation & Prioritization
You get leads from several sources, such as email marketing campaigns, social media posts, referrals, and other marketing efforts. After receiving the leads, they must be segmented and prioritized based on the potential buyers' preferences, purchase history, age, demographic location, and many other factors. The sales force software you select should be able to rate and rank every lead by giving a lead score. That would make the lead segmentation and prioritization process easy for you and help you apply a customized sales approach to every potential buyer.
Scheduling
Whether it is about scheduling emails to be sent to your customers or scheduling appointments for meetings, the sales force automation software should allow you to automate that to reduce human errors and improve efficiency in your sales process. Scheduling would eliminate missed sales opportunities, as the software would send reminders to your sales team about the follow-up calls they are supposed to make to their customers. It also automates sending follow-up emails to customers to ensure all leads are regularly and equally attended to. Regarding internal sales meetings, the smart scheduling system in your sales force software would avoid conflicting appointments and help managers control the team members' attendance in the meetings.
Customer Information Management
Managing the complete information about each customer is a critical task if done manually. The sales force automation solution should help you do that. Customers' details differ regarding their demographics, geographical location, age, preferences, and many other parameters. Moreover, these customers are on various levels of the buyers' journey. Having easy access to in-depth information about the customer is very important to approach them with a sensible and relevant sales pitch. That can only help accelerate the sales and profitability of the business.
Sales Team Management
The sales force automation software reporting module helps the managers ensure that their respective sales teams follow the right processes and do the right thing at the right time. The sales manager can easily assign tasks and goals to their sales team members using sales force management software rather than discussing the sales targets individually. Thus, you need to ensure that the sales force software you choose has features like team reporting and task management, as that would make your sales managers and sales teams work with proper collaboration and deliver the expected results.
Real-Time Insights & Analytical Reports
The sales force automation software should be able to collect data from various sources and represent it in reports showing real-time figures, helping you analyze the current situation and drive informed decision-making. These real-time insights and analytical reports generated by the sales force software should highlight activity metrics like the value of possible conversions so that future sales figures can be estimated.
What Are The Current Trends In Sales Force Automation Software?
To ensure that your sales force automation software follows a futuristic approach, you need to consider these disruptive current trends impacting the sales processes in a highly competitive manner.
Customizable Dashboards
Every sales force automation software comes with a dashboard representing the data in graphical form. The default dashboards can suffice, but a customizable dashboard can give you information about the dimensions and metrics that are highly significant for your business. You need to select sales force software that allows you to create dashboards and add widgets according to your business logic.
Artificial Intelligence
Sales force automation software powered by AI technology can deliver data-driven predictions, insights, and smart recommendations that can help you make better decisions impacting team performance and sales pipeline management. Artificial intelligence leverages the benefits of improved data analytics and also helps enhance the user experience using chatbots and voice assistants.
Measuring Customer Satisfaction
Although AI and data-driven reporting are striking trends, they all lead to improving customer experience and satisfaction. Despite so much technological advancement, customer satisfaction is the #1 sales metric that can drive your business organization to success. Measuring customer satisfaction has become significant to ensure that you follow the right strategies and deliver the right products/services. You must ensure that the sales force automation software you select can accurately measure customer satisfaction.
Blockchain
Salesforce Blockchain was launched in May 2019. This technology-enabled software is considered a low-code platform enabling organizations to share data across a network of third-party applications in a highly secure environment. Precisely, blockchain-enabled sales force automation software allows businesses to create a trustworthy work culture, cut down on unnecessary costs, and achieve high-level sales processes and operations. Blockchain technology is an emerging trend at present but will be commonly adopted by most sales force automation software with advanced features.
Mobility
Mobility has opened a new horizon of possibilities for companies in terms of enhancing the productivity of their sales force. As the trends of BYOD (Bring Your Device) and Work-from-Home are highly prevailing in organizations, mobility in sales force automation software has become a requirement. Salespersons can report to their managers from any remote location using their mobile devices. Moreover, sales managers can use mobile-based sales force automation systems to track their sales team members.
Industry-Specific Solutions
Salesforce Blockchain was launched in May 2019. This technology-enabled software is considered a low-code platform enabling organizations to share data across a network of third-party applications in a highly secure environment. Blockchain-enabled sales force automation software allows businesses to create a trustworthy work culture, cut unnecessary costs, and achieve high-level sales processes and operations. Blockchain technology is an emerging trend at present but will be commonly adopted by most sales force automation software with advanced features.
What Are The Factors To Be Considered While Selecting A Sales Force Automation Software?
Before you make a purchase decision regarding your sales force automation software, it becomes necessary to pay attention to the below-mentioned factors -
Analyzing Business Requirements
Do a thorough analysis of the tasks you need to automate with your sales force automation software besides the basic ones like contact management, scheduling emails & appointments, sales team reporting, and sales forecasting. If your business runs a specific sales process that needs to be automated, the software you select should help.
Testing Before Buying
Buying sales force automation software is a considerable investment. What if you realize that it doesn't suit your business requirements after purchasing a particular Salesforce CRM system? Many solutions come with a free trial period. It would be better to take advantage of this facility and test the sales force automation software before purchasing it.
Number of Users
Sales force automation may differ depending on the number of users it allows. If you own a large enterprise, ensure that your sales force automation software enables enough users to accommodate your team. If your requirement about the number of users is low right now, it can grow in the future. So, in that case, you need to select the sales force automation software with an upgraded plan, allowing you to accommodate more users in the future.
Check Reviews
It is always better to learn from others' experiences when it comes to investing in new software. Check the reviews posted by users about the sales force automation software you are planning to buy and make sure that those reviews are authentic.
Deployment, Training & Support
Before buying sales force automation software, consider the deployment, training, and support services the vendor offers. Make sure that the sales force automation software provider helps you set up the system, integrate your existing apps and data, and provide prompt and quality support. The vendor should also be able to ensure that your team members receive training on how to use the software.
User-Friendliness
Ease of use is highly significant when adopting a new system. Having too many features in sales force automation software that you are not going to use makes the software ambiguous. To keep that simple, select sales force automation software that includes a dashboard with all the essential information just a click away. It should enable you to access frequently performed operations at your fingertips.
Security
There is a lot of critical information involved with sales force automation software. The software should provide role-based access to users and store passwords with proper encryption methods to ensure secure access and avoid malware activities.
Price
Last but most important is the price of the sales force automation software. The price should be within your budget. Simultaneously, you need to ensure you are not letting go of the functionality vital to your business, as that can be more expensive for you in the long run. You need to select a sales force automation software that simultaneously includes all the features you require but is not out of your budget limit.
Further, finding the answers to the below-mentioned questions can ease your sales force automation software selection -
- What are your expectations from your sales force automation software?
- Do you have the infrastructure and technical expertise to deploy a particular SFA?
- Will your team be comfortable with your chosen sales force automation software?
- Where should you contact for technical support after purchasing sales force automation software?
- How quickly does the SFA software vendor provide support?
How To Ensure Successful Implementation Of Sales Force Automation Software?
After investing in software, if your sales team is not using it, your business can be financially liable. You cannot just rely on the software provider for the successful implementation of your sales force automation system in your organization. You need to motivate your team to adopt the new system so that they can improve their productivity and performance by following the steps below.
Step 1: Ensure proper training has been provided to the software users within your organization. Explain to them the benefits of adopting a new way of working. The emphasis should be on improving their performance and incentives instead of just business profitability.
Step 2: Involve the sales teams in your decision-making. Show them the success stories of the companies that adopted the sales force automation system to win their confidence. Make them understand that this system is not being implemented for micromanagement. On the contrary, it is being implemented for sales growth, and that is ultimately going to impact the personal growth of each individual in the organization.
Step 3: Reward the users of the new system with incentives. Don't force the users who are not adopting the new system by punishing them. Users not ready to change their old systems will eventually understand the benefits of using the latest systems when their fellow members are rewarded for their efforts.
Step 4: Make the transition process simple by introducing the new system gradually. Introduce the different modules of the system one by one. For example, if today you have explained to your team how to feed their contacts in the system, scheduling emails and appointments can be taught after some days to help them grasp the system easily.
Step 5: Make the new system indispensable. For example, people get emotional value when they use apps like Facebook, Instagram, etc. Business applications like sales force automation software may seem boring to users and may result in dropouts. If a rule is set that the sales team will be rewarded incentives based on the sales performance notified by the new Salesforce CRM system, the sales team will be mandated to use that system only.
How Much Can A Sales Force Automation Software Cost?
Software development companies quote different prices for their services, depending on the modules you require in your custom sales force automation system.
But, if you are planning to buy readymade sales force automation software, there are many available at monthly/yearly/one-time subscription charges The price of the subscription-based sales force automation software can start from $4.99/month to $30000 one-time charges. For example, the pricing package offered by sales force automation software like TrackerPal ranges from $4.99/month to $9.99/month. Whereas, the pricing package of enterprise-level sales force automation software like Microsoft Dynamics ranges from $95/month to $1500/month.
If you are not comfortable with monthly subscription charges, you can go for sales force automation software like Bitrix24 that is available at only $35 per year. Moreover, you can also consider Sofon Guided Solutions that is available at $30000 one-time charges.
You can also go through the details of YetiForce and Talisma CRM if you need a customized pricing package to ensure that you are paying for only those features that you need.
If investing in a new system is not on your list right now, you can use free, open-source sales force automation software that you can customize and use according to your business needs.
For sales force automation software comparison, and more information on the software pricing packages in this category, just go through the complete list of sales force automation here.
Why Refer To GoodFirms’ List Of Sales Force Automation Software?
GoodFirms is a one-stop destination for software buyers and service seekers looking for the best applications or firms. At the same time, GoodFirms also helps software vendors and IT companies enhance their marketing efforts and brand visibility. GoodFirms works as a connecting bridge between software vendors and buyers. Below are some reasons that can justify the fact that referring to GoodFirms list of sales force software is the right decision you have made.
- GoodFirms has already listed 600+ services and software, includes 9000+ reviews, and has 600+ validated surveys, growing daily.
- GoodFirms follows a systematic research process to calculate the company's ratings or software based on its ability, reliability, and quality.
- GoodFirms has been cited as a reliable source for vendors wanting to showcase their products and services to global prospects.
Conclusion
Every business owner wants to reach the top level and get ahead of the competition, regardless of their business size. Sales force automation software can improve the sales team's productivity and the bottom line of the entire business organization.
We hope this buyers' guide has helped you select the best sales force automation software for your business. For further information on sales force automation software or other tools used in different business sectors, you can get in touch with the GoodFirms team. We would be happy to assist you with the exact details you require.