• All-in-one company management software (project management, time and team management, sales, billing, dashboards and reports, and professional services automation)
• Connected to the calendar application and dozens of apps as expected.
• Unlimited dashboards – obtain a detailed view of all aspects of the business.
• You can develop your integrations and submit them to the Scoro Marketplace.

• Get a full view of each customer on a single page, including contact information, communication history, projects, files, quotations, and invoices.
• Create customized PDFs of quotations and invoices with only a few clicks.

  Tracking sales and performances

• Gain insight into the tasks that may be improved and the activities that use the majority of your team’s time during the workday.

Boosting the sales process

• Utilizing customizable dashboards, tracking sales budgets as well as individual and team goals.
• Utilize customer profiles, standard quotations, and customized multi-currency rate cards to standardize and streamline quoting.

• Customizable home pages.
• Downloadable plug-ins.
• Users can create multiple customized dashboards to manage short and long goals.
• Focus on sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM, and reporting.
• Compatible with all renowned operating systems, including Apple OS X, Windows, and Linux.
• Sugar CRM for mobile is available for Android, iOS, and Windows.

• Developing a user-friendly and effective back-end system enabling employees to address customer issues without rerouting them across the entire firm.
• Workers can work and get clients’ data on the same platform.
• Use the Wizard to collect information and distribute forms throughout the engagement campaign.
• A program that supports several currencies and languages.
• Summarize current activity and provide simple data sheets.
• Can construct dashboards and search them using various filters.

• Provide services, understand your customers, market, use collaboration tools, and develop applications.
• Assists in customer loyalty and relationship development.
• Excellent marketing tools for contact management, lead collection, lead management, campaign management, reporting and analytics, lead nurturing, and monitoring.
• Provides a data security model that allows business owners and managers to select which workers have access to their data.

• Log in to Salesforce using simply Wi-Fi to submit your necessary work within the cloud service.

• Customization of the platform with just one click.

• With AppExchange, you can create your personal app or choose from hundreds of ready-to-install options.

• Businesses of all sizes benefit from utilizing a single platform and infrastructure.

• Portable for staff working outside the office to have access to software and communicate with clients more quickly.

• Automation task
• Smart features connection with clients
• Integration syncing
• Customizable pipeline

• Pipedrive sales hub can be accessed via Android and iOS applications, transforming it into a mobile CRM that maintains all of your leads, contacts, and deals at your fingertips.
• Utilize the lead-generating chatbot to automatically engage your website visitors around-the-clock.

• Pipedrive allows you to enter transactions, their values, win probability, and estimated closing date, and then arrange and track them based on pipeline phases.

• Maintain a record of all your subscriptions and recurring clients.

• With a single click, you may discover important information about your contacts

• Finance & management, Suppliers, Outsourced contractions, Customer support, Marketing & sales team, Project management.
• Lower overall cost than buying separate tools
• Get rid of expensive integrations and numerous logins.
• Instead of several systems, train and support only one.
• Maintain constant communication with everyone.
• Examine each and every client encounter

• Without ever leaving Gmail or Outlook, you can update projects, issue support tickets, or generate a sales lead.
• Give remote workers the tools they need to thrive without the cost of maintaining VPNs and servers.
• Establish workgroups and distribute tasks, leaders, support cases, and other duties.
• View a full activity history of every action an employee does to generate productivity reports.
• Reduce group emails by having online conversations about any activity.
• Access your whole business from one location.

• Lead routing ensures effective lead handling.
• Automation of work processes
• Email administration
• Linking Relationships

• The free for 2 users plan from Insightly allows you and a business partner to manage contacts, sales, and projects all in one site.
• Organize your teams around a single supplier of customer data.
• Create customized marketing campaigns quickly to help your business flourish.
• Increase your sales by modeling and automating your CRM business processes.
• Develop trust by consistently delivering on your promises.

• Built-in appointment scheduling. 
• Easy to set up automation system.
• Text features + Free Business Number
• One-on-one training upon using the platform.

• Automatically brings their information from website/social media into the CRM.
• Identifies who’s most likely to buy then send automated emails and moves them through CRM.
• Segment clients through advanced automation in every different way – activities, preference.
• Automatically sends quotes, invoices, and payment reminders,
• Keeping repeat customers through sending automated grateful messages, loyalty offers, and asking for referral requests.

• With the Freshsales CRM mobile app, you can access all of your client data at your fingertips.
• From a single page, you can access clients’ social profiles, identify customer touchpoints (website, product, interactions), and more.
• Update leads, contacts, and accounts automatically using social profiles and general information that is publicly available on the internet.
• Create service tasks for issues that require a field team response and track their status until they are completed.
• Obtain signatures with a simple swipe of the Freshdesk mobile app and attach them to the service job.
• Notify customers and agents automatically of updates to their tickets.

• Save time by eliminating repetitive tasks.
• With workforce automation, agents can quickly address consumer concerns.
• With AI-powered chatbots, companies can help customers obtain answers quickly.
• Integrate a variety of conversational experiences, such as live chat, online, mobile, and call center assistance.
• Provide real-time updates to consumers through conversational bots and streamlined appointment booking.

• 360-degree customer view
• Unrestricted customization
• Creating apps without writing a single line of code
• End-to-end workflow automation

• Improve customer and prospect engagement by streamlining lead management operations and creating tailored marketing campaigns.
• Maintain close contact with the sales team to ensure that all leads are qualified and sent on to sales managers on time.
• In a single interface, you can plan, manage, and optimize complicated multichannel marketing initiatives.
• Track human-assisted chats and chatbot engagements, monitor calls, and analyze social media data.
• Keep track of all client interactions, evaluate historical data, and use AI/ML-powered technologies to provide targeted offers and product recommendations via relevant marketing channels.
• Track individual sales rep performance, as well as measure sales team effectiveness and discover top performers.
• Manage multiple sales channels from a single location (agent desktop), with a 360-degree view of client data and a comprehensive engagement history.

• Maintain complete visibility over your pipeline.
• Automatically track sales activities
• See all of a lead’s details in one place

• Operate an effective inbound marketing approach that increases traffic, converts prospects, and demonstrates ROI.
• Increase sales productivity, reduce deal cycles, and humanize your sales process.
• Makes it simple to engage with clients, assist them in succeeding, and convert them into advocates of your company.
• It is adaptable for marketers, powerful for developers, and provides a tailored, safe experience for customers.
• Synchronize and manage consumer data, and automate business processes to keep your teams on track.

• Manage contacts, deals, and customer profiles.
• Unlimited contacts, notes & deals
• Email marketing
• Sales automation:
• Bulk emails
• Pipeline management
• No more manual data input or administrative responsibilities

• Manage all sales-related issues.
• Allows you to access your client’s whole profile from a single location.
• Follow up on your lead as soon as possible with the best solution.
• Focus on pleasing the consumer even after you’ve signed a deal with them.
• Assist you in tracking the gaps in your sales funnels, conversions, and general activity.
• Can remove a lot of time-consuming physical labor.
• Utilize app connectors to streamline your work.

• Access to most features, 250 contacts, and 50 MB of storage
• Keep and access information on the clients and partners who are important to your business.
• Manage prospects and complete transactions on the move with the native iOS and Android applications.

• To customize Capsule, you may add custom fields, contact lists, tags, user permissions, and a variety of other features.
• Monitor every part of your sales cycle and obtain insights from native reporting.
• Manage duties related to sales, meetings, calls, and other operations without leaving the app.
• Keep track of possibilities at each level of your sales funnel and gather knowledge to boost output.

• Utilize email sign-up forms on your website to collect leads.
• Allow your customers to plan appointments on your website and your team to manage them on the website.
• All plans include standard email templates.
• Every subscription includes unlimited email tracking.
• You may send emails from your website and your email client using 2-way email sync.
• With the help of native chatbots, collect leads from your website.

• Manage leads throughout the customer journey.
• Follow up on unanswered emails by setting up reminders that go off when no response is received after a certain amount of time.
• Send emails in mass without having to manually rewrite and send them.
• On the cheapest plan, a single transaction pipeline is managed; on higher levels, numerous deal pipelines are managed.
• Utilize custom fields, columns, filters, and reports to manage customer data in the manner that best suits you.

• Email sequences, landing sites, live chat, and more features are available for free.
• 1000 contacts, 1000 branded emails, and 500MB of storage space.
• Basic lead scoring is accessible for free, with more detailed reporting available on subscription programs.
• Create and modify graphic email templates (limited access on the free plan).

• Manage contacts, transactions, and tasks across the client lifecycle.
• Add a helpdesk to your website to manage tickets and address issues.
• Create landing pages on your website to capture leads (limited to 1 landing page on the free version).
• With marketing automation, you can create profiles for each of your clients.
• Establishing a relationship between a marketing and sales team to avoid inadvertent confrontation.
• Analytics reports can be used to track the delivery and success of your automated marketing strategy.
• You can also schedule your social media posts with an EngageBay account so that you never miss out on prime interaction time.
• Respond to email inquiries from consumers and leads automatically.

• Manage contacts and automatically update information without requiring any intervention.
• Customer service is available via email and chat.
• Email marketing efforts that are advanced in nature, such as broadcast emails, triggered emails, targeted emails, and so on.
• On any subscription, you can send an unlimited amount of emails to contacts.
• Every plan includes a drag-and-drop email builder.
• Create campaigns easily by using or editing email templates.

• Send fast or delayed email answers to prospects.
• You can send exactly what your contacts want to see via segmentation.
• You can easily review performance reports with a birds-eye perspective of your marketing automation platform.
• Automated tasks, notifications, and reminders reduce the manual workload in sales.
• Prioritize leads to focus your marketing and sales efforts on the most valuable prospects.
• Find out what your top customers like to buy by tracking past email clicks, sales, and live conversations throughout the platform.

• On LinkedIn, send automatic (tailored) connection requests.
• Send connection requests via email to avoid LinkedIn’s weekly invite restriction.
• Message hundreds of first-level connections at the same time.
• Automatically endorse up to 7 abilities on the profiles of your LinkedIn acquaintances.
• Automatically visit hundreds of profiles.
• CRM Octopus LinkedIn automation functions well with free LinkedIn accounts.

• Access to your own multi-functional CRM page on LinkedIn, where you can store leads, run automatic activities, develop campaigns, and construct marketing funnels.
• With Octopus CRM’s extended reporting, you can track the success of your campaigns.
• Send personalized LinkedIn connection requests to 2nd and 3rd-level connections.
• LinkedIn automation features from Octopus CRM can be utilized on LinkedIn Free, Premium, Sales Navigator, and even Recruiter Lite accounts.
• Allow the Octopus CRM LinkedIn automation tool to monitor your LinkedIn activity and notify you right away.

• A site to save all of your contacts’ information
• For only $15 per user each month, you may add however many employees from your company you like.
• Complete control in a matter of minutes.
• Because it is entirely web-based, you may access it from any computer, tablet, or smartphone in the globe.
• Future free updates.
• Always backed up.
• Easy importing.
• One-click export.

• You may sync with Google Calendar for fast access from your phone.
• You can even share with other corporate users so that everyone is on the same page.
• A constant list of all the leads you have in your pipeline, along with contact information, notes from previous conversations, and information about their status and priority.
• To increase functionality, integrate with Gmail, Google Calendar, Outlook, Mailchimp, and other apps.
• Calendar and task management are integrated without the need to switch applications.
• Each morning, an email will be sent to you detailing all of your tasks and activities for the day.

• Contact & Account Management
• Opportunity & Pipeline Management
• Task / Activity Management
• Territory & Quota Management
• Desktop Integration Product & Price
• List Management
• Quote & Order Management
• Customer Contract Management
• Lead Management
• Marketing automation
• Reporting & Forecasting

• Improves sales teams’ success by allowing them to conveniently track their main potentials.
• By centralizing customer emails, you can analyze lead quality, make faster choices, and save time.
• Tracking messages can be sent or tracking actions can be scheduled directly on a track.
• As part of the application, manage renewal requests and cancellations.
• Create tracks from emails in your Outlook inbox and store the material as internal notes.
• Automate manual operations performed by users throughout a sales flow.
• Search for prospects by entering information such as their email address, phone number, company name, and so on.

• Smart Summaries
• Simple Search.
• Customer Support.
• Unify your contact information.
• Contact records that can be used.
• Maintain your organization.
• Engage on a large scale.
• Organize your team’s tasks.

• Data from social media networks are gathered to give actionable information.
• Displayed in a way that encourages consumer interaction.
• Displays lists of social media interactions with your company, making it easy to stay up to date on the most recent and important topics.
• Strong contact segmentation that allows users to send messages while remaining in the application.
• More social connectors than most other CRM systems, including Zoho CRM and Zendesk.
• The Nimble Prospector allows you to access your CRM’s advantages from inboxes, social sites, and any online browser app, including Outlook.

• Ease of use
• Easy to set up
• Customer service
• Integrations
• Value for money
• Document management integration
• Omnichannel communication on a single system
• Vendor and contractor management
• Sales order and purchasing order generation
• Payments and billing
• Lead generation using marketing automation
• Campaign administration

• Allows a user to install third-party CRM plugins and extensions as needed by their organization.
• Businesses can save a significant amount of time since staff no longer have to manually enter information.
• Allows you to engage with your consumer in real time whenever necessary.
• Comes with the promise of automating and streamlining your company procedures to eliminate manual effort and hence boost business productivity.