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CRM.io is Automation featured CRM software tool. This platform manages leads, contacts, documents, deals, accounts, and more. Learn more about CRM.io
CRM.io by 500apps is an advanced CRM Software to Drive more sales and grow your business faster with the best cloud-based Customer Relationship Management software. The USPs of CRM.io are, CRM.io is an All-in-one Sales Software, which can manage Leads, Contacts, Deals, Documents, Electronic Signatures, Mailing software. Its Powerful Automations can run predefined workflows on deal pipeline stage changes, new leads, new contact. Also, Connect CRM.io to email, telephony providers, and more. Learn more about CRM.io

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
All-In-One Automation Tool with Sourcing, Outreach, data enrichment ATS / CRM, database management, and synchronization capabilities. Learn more about Jobin.cloud
Jobin.cloud is an All-In-One Automation tool to Find and Engage with People important to your business. Import profiles in bulk, filter, track, and manage them in auto-updating repositories. Easily pick the best to contact and reach out in bulk with auto-compiling smart fields. Assign them to workflows and keep track of all your conversations with timelines, tags and notes. Quickly grow your network with unlimited LinkedIn connection requests and manage your multichannel outreach campaigns. Learn more about Jobin.cloud

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
With Clubspeed, you can search contacts, email event confirmations, contact your customers, handle online pre-registration, and more! Learn more about Clubspeed
The Clubspeed CRM is a simple, yet extremely powerful and easy-to-use system for every member of your team. Manage your customers from one super simple to use database. Search contacts, email event confirmations, contact your customers, handle online pre-registration, and more! Our solution helps you take care of your customers while collecting valuable insight into their behaviors. Learn more about Clubspeed

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
RepairQ is the leading cloud-based, end-to-end software for repair shops that is built intentionally for the retail repair industry. Learn more about RepairQ
A comprehensive point of sale, repair tracking, and business management solution developed for the retail repair industry. RepairQ focuses on automating your daily operations and is constantly adding features and qualified integrated partners. RepairQ offers Point of Sale, Ticket and Repair Tracking, Inventory Management, Enhanced Customer Relationship Management, Business Intelligence reporting, and so much more. Start a free trial of RepairQ today or signup for only $75 a month! Learn more about RepairQ

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
The #1 automation platform for growing law firms Learn more about Lawmatics
Lawmatics is the leading automation platform offering law firms of all sizes an end-to-end solution for client intake, CRM, marketing automation, billing, and much more. Major features include contact management, client intake automation (custom forms, calendaring, document assembly, and e-signature), email marketing and source tracking, analytics and reporting, and much more! With Lawmatics, law firms win more business, impress clients, and are more efficient. Learn more about Lawmatics

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Telenotes can help you keep your reps focused on selling, and leave the data entry to us. Learn more about Telenotes
Get better sales call notes with Telenotes! Your sales reps love to talk, but hate to type. Yet you still need their data from the field. Discover how Telenotes can help you keep your reps focused on selling, and leave the data entry to us. Learn more about Telenotes

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Inline Data Systems is a powerful and flexible CRM software that is used exclusively for vehicle service contract sales fulfillment. Learn more about Inline CRM
Used exclusively for vehicle service contract sales fulfullment, Inline Data Systems is a B2B company that specializes in deep data insight, key integrations, and a multi-tier marketing platform. Inline CRM for Vehicle Service Contract sales is a powerful tool that provides a complete view of marketing efforts and customer interactions across your organization. We give you the information and insights you need to turn your call center into a profit center Learn more about Inline CRM

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Chatabox is a user-friendly CRM with contact management, sales and task tracking, scheduling and reporting. Learn more on Chatabox. Learn more about Chatabox
Chatabox is a cloud-based user-friendly CRM that is highly scalable, with workflow and low code automation features for contact management, a centralised database and tracking of user interactions for task management, appointments and reminders, email marketing, customer relationships, sales and leads pipeline monitoring, payments and collections, quotes and proposals, invoicing, integrations plus customisable dashboards and many other features. Learn more about Chatabox. Learn more about Chatabox

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Voiro builds monetisation infrastructure for advertising and subscription-based businesses. Learn more about Voiro
Voiro builds the technology you need to drive your business, so that you don’t have to. We simplify work for media sales, operations and finance teams, making them more efficient and productive. We enable faster and better decisions across your teams, with a razor sharp focus on data. And we draw sharp insights from your revenue data, empowering teams to manage their risk, find new revenue opportunities and build stronger, higher-performing businesses. Learn more about Voiro

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence Learn more about Affinity
The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence Learn more about Affinity

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Dubb CRM lets you manage your contacts, video, and sales from one place. Learn more about Dubb CRM
Dubb CRM lets you manage your contacts, video, and sales from one place. Learn more about Dubb CRM

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
A CRM platform with AI and automation. Learn more about OpPlan CRM
OpPlan Opportunity Management Platform helps our B2B customers significantly improve forecasting accuracy and win rates, while decreasing salesperson churn. Achieve higher margins by improving sales performance and lowering the cost of sales. Our customers take advantage of the artificial intelligence (AI) and sales methodology built into the platform. By applying best practices to your sales processes and methods, your salespeople will perform consistently. Score opportunities and contacts giv Learn more about OpPlan CRM

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Inperium Sell | A truly integrated cloud-based CRM platform offering rich, AI-powered features to help SMBs sell better and faster. Learn more about Inperium Sell
Inperium Sell is the intelligence-driven, cloud-based CRM platform that organizations need today. It reimagines traditional CRM features with unprecedented ease of use, flexibility, and endless integration potential, and expands upon them with a wealth of powerful capabilities like advanced quoting, integrated invoicing, bi-directional email syncing, guided selling, advanced filtering, and much more. Sell more with a truly customer-centered product! Learn more about Inperium Sell

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Cloud-based CRM solution that helps businesses manage customer communications, online reviews, sales leads, and more. Learn more about LeadsBase
LeadsBase.app is a Cloud-based CRM solution that helps businesses manage customer communications, online reviews, sales leads, and more. All the tools you need to grow in one place. We believe the right tools and automation can help improve everyone's life. Whether you are a business owner or the very customer engaging with that business. Learn more about LeadsBase

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Finally, a digital sales platform purpose-built for manufacturers that unites CRM with CPQ and Commerce. Learn more about In Mind Cloud
Manufacturers, drive successful sales outcomes with a smart, connected platform and manage your customers and their needs across all channels! This is your ticket to boost sales efficiency from lead-to-order through one platform. Pipeline Management, Forecasting & Reporting; Customer 360: Email, Conversations, Purchase History; Sales Cockpit; Full Sales Network and Channel Collaboration Tools In Mind Cloud is the world’s only scalable digital sales platform made for manufacturers. Learn more about In Mind Cloud

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
AccelGrid is a business management suite that helps distribution and manufacturing companies become more efficient and profitable. Learn more about AccelGrid
AccelGrid is a suite of seamlessly integrated modules that include Sales, CRM, Inventory, Accounting, Purchasing, eCommerce, and more. AccelGrid helps businesses eliminate data re-entry and increase accuracy by offering an integrated platform to manage all business functions. The solution is web-based and fully customizable to suit specific business processes and workflows. AccelGrid is user-friendly by design and can be used across multiple devices. Learn more about AccelGrid

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
We are specialized in integrations, offering a highly customizable solution that quickly and easily interconnects with any third party. Learn more about Gridbees
Gridbees aggregates their very heterogeneous flows, harmonizes them and processes them for forwarding them to the front office in a homogeneous manner, increasing the efficiency and performance of e-merchants. The end consumer will thus benefit from a smooth shopping experience. Connectivity, technical know-how, support, agility and flexibility: these assets allow us to provide you with a real digital toolbox, modular and customizable, dedicated to the sales path. Learn more about Gridbees

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Fully featured customer and sales management solution, with integrated POS, accounting, appointments, inventory, and more. Learn more about fySales
fySales is a fully featured customer and sales management solution, with integrated POS, accounting, appointments, inventory, and more. fySales centralizes the functionality and data for a wide range of common small business needs in one intuitive package. fySales specializes in clients who need to keep their customers on file and retain their sale history. This helps clients get to know their customers better, so you can better serve their needs. Learn more about fySales

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
GovCon CRM is a CRM solution built specifically for government contractors to track sales opportunities. Learn more about GovCon CRM
GovCon CRM is a CRM solution built specifically for government contractors to track all stages of the capture process. GovCon CRM simplifies the capture process by allowing users to search for opportunities from government databases directly within Microsoft Dynamics 365 and import those search results, creating new opportunity records. Users can then follow opportunities through the sales process from proposal and review phases to the final award phase. Learn more about GovCon CRM

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Mission CRM is a Microsoft Dynamics 365-powered CRM solution that integrates donor engagement and fundraising into one system. Learn more about Mission CRM
Mission CRM is a Microsoft Dynamics 365-powered CRM solution that integrates donor engagement and fundraising into one system. Learn more about Mission CRM

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
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A CRM for small & medium businesses who are seeking both simplicity and customizability as they build relationships and win more sales. Learn more about Evolved Metrics CRM
Evolved Metrics CRM is designed for small and medium businesses seeking both simplicity and customizability as they develop customer relationships and win more opportunities. Most businesses don’t require the complex features they are forced to pay for with other CRMs, so Evolved Metrics offers an easy-to-use alternative that has everything needed to win at sales. When a CRM enhances and improves sales interactions from start to finish, people in sales can enjoy doing what they do best. Learn more about Evolved Metrics CRM

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster.
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools anyone can use to be successful. Mailchimp puts your audience at the center so you can send marketing emails and automated messages, create targeted ad campaigns, build landing pages, send postcards, facilitate reporting and analytics, and sell online. Learn more about Mailchimp

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success. Learn more about Dynamics 365

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Zendesk Sell is sales CRM software that helps you close more deals.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient. Learn more about Zendesk Suite

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Freshdesk is an easy-to-use customer service software that helps over 50,000 businesses worldwide create stellar customer experiences.
Freshdesk is a cloud-based helpdesk system that offers powerful solutions for customer service. Freshdesk unifies conversations from email, phone, web, chat, and social, and helps you resolve issues across channels effortlessly. With Freshdesk, you can also automate workflows, offer convenient self-service options, manage SLAs, and generate reports. Freshdesk is used by over 50,000 customers, including Bridgestone, HP, Harvard University, and DHL. Learn more about Freshdesk

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
ActiveCampaign CRM helps you sell more in less time by combining automated lead prioritization, task creation, and contact management.
ActiveCampaign's CRM combines contact organization with sales automation, helping you sell more in less time. Prioritize your leads, keep track of your tasks, and automate contact management so nothing falls through the cracks. See your whole sales process at a glance and track every interaction, keeping your team on the same page. Features like lead scoring, win probability, and automated segmentation combined with marketing automation turns your team into a well-oiled, deal-closing machine. Learn more about ActiveCampaign

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager. Learn more about Nimble

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Airtable combines an intuitive spreadsheet interface with file attachments, kanban boards, calendars, and other powerful features.
Airtable is the all-in-one collaboration platform that combines the flexibility of a spreadsheet interface with rich features like file attachments, kanban card stacks, calendars, and reporting. Learn more about Airtable

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Get all the tools you will need to build better customer relationships online under one roof.
Sendinblue empowers businesses to build and grow relationships through marketing automation, email campaigns, transactional emails, SMS messages, chat, CRM, Facebook ads and retargeting ads. What makes us different? Sendinblue is powered by our world-class customer happiness team and we offer pricing plans guaranteed to make you smile. Our platform combines a robust suite of services within a single, user-friendly solution. Learn more about Sendinblue

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business. Learn more about Keap

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
NetSuite CRM delivers your business with powerful front-office capabilities in a single, cloud-based CRM solution.
The first and last business system you will ever need. NetSuite provides a seamless flow of information across the entire customer lifecycle - from lead all the way through opportunity, sales order, fulfilment, renewal, upsell, cross-sell and support. Integrates key customer metrics with financials in one unified system to give you end-to-end business visibility, so you can turn complex challenges into smart solutions Learn more about NetSuite

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Run your business your way with a fully integrated CRM for small to medium sized businesses.
Stay organized as you scale and grow. Finally, a CRM that¿s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today. Learn more about Marketing 360

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
The fastest, easiest, and highest value service management software to automate everything from first customer contact to getting paid.
mHelpDesk is the #1 easiest and most powerful software solution for your field service business, automating everything from first customer contact all the way to getting paid. We provide our customers with mobile and online tools that are unmatched in performance, reliability, and functionality. We've packed the best tools into one extremely easy-to-use and affordable package that requires no big upfront investment. And we have in-house product experts to get you up and running immediately. Learn more about mHelpDesk

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
SharpSpring offers powerful, flexible marketing automation with fully integrated CRM and social media management for agencies and SMBs.
SharpSpring, a Constant Contact company, is a revenue growth marketing platform that helps small businesses generate leads, improve conversions to sales, and drive higher returns on marketing investment. Our innovative platform, open architecture and free customer support, along with flexible contracts, drive real results for a growing business or digital marketing agency. Learn more at sharpspring.com. Learn more about SharpSpring from Constant Contact

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Act! Premium empowers today's small and midsize businesses to market better, sell more, and create customers for life.
Act! Premium, a powerful all-in-one CRM and Marketing Automation tool, is perfect for today's small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or a hybrid deployment (Desktop Sync) for maximum flexibility! Learn more about Act!

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
80k+ ecommerce stores use Omnisend's all-in-one email marketing tool to easily nurture leads and access all relevant customer data.
Omnisend's complete marketing automation platform has everything to scale your online business. This includes a powerful CRM solution that automatically collects, analyzes, and leverages your customer data to create highly-personalized campaigns. Get the full picture of every customer journey and use ecommerce-designed tools to nurture leads and build loyalty. Combine email, SMS & Push for an immersive experience. Integrates easily in 1-click with Shopify, BigCommerce, WooCommerce, Wix & more. Learn more about Omnisend

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Pipeline CRM is ranked #1 CRM for mid-market businesses, empowering sales teams of 10+ across a breadth of industries.
Join the teams who've used Pipeline CRM to close $40 billion in sales and counting! Built with the heartbeat of America in mind (thats you), we kept things simple. From our promise to help small to mid sized teams win deals faster. To an easy-to-use cloud-based platform that syncs your team in real time. And a Smart Agenda that builds itself while theyre hard at work. Thats how you spend more time closing deals. And less time trying to. Its that simple. Really. Learn more about Pipeline

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
CRM solution for growing businesses to capture new business, track post sale customer interaction, and project delivery.
Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. With more than 1.5 million users in a variety of industries, Insightly is a leading CRM software. Businesses use Insightly to manage contacts at every stage of the sales process, track customer relationships, monitor their sales pipeline, and more. Learn more about Insightly

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. Learn more about Freshsales

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Wise Agent helps REALTORS® become more efficient, giving them the opportunity to save time and make more money with less stress.
Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other leading real estate technology companies, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps REALTORS become more efficient, giving them the opportunity to save time and take on more business. Learn more about Wise Agent

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Mobile friendly and secure legal software that's easy to learn and use. Save time. Grow your firm. Go paperless. Work from anywhere.
PracticePanther is the top rated law practice management software on Capterra! See why tens of thousands of law firms in over 170 countries use PracticePanther to automate their workflows and get more done in less time. Never miss deadlines, get paid faster, seamlessly track billable time & expenses. Work from anywhere, on any device, with our mobile app. It's easy, user-friendly and intuitive. Spend less time managing your firm and more time making money. Try it free, no credit card needed. Learn more about PracticePanther Legal Software

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management, and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment. Learn more about Deltek Vision

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Do you want your company to run EXACTLY how you want it to? Try JobNimbus 2 Weeks for free, no credit card required.
Trying to get organized? Does your team know what's going on with your customers? Is all the business information in your head? Do you want your company to run EXACTLY how you want it to? Try JobNimbus 2 Weeks for free, no credit card required. Learn more about JobNimbus

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Agile CRM is a complete sales, marketing and service suite designed to let SMBs to sell and market like the Fortune 500.
Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface. Learn more about Agile CRM

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other Google Workspace applications.
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other Google Workspace applications. It can be used to track any business processes including sales, partnerships, support, hiring, deal flow, and much more. Streak also includes a powerful set of email tools such email tracking and mail merge (with automated follow-ups). Learn more about Streak

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Easy to use CRM with optional marketing that helps you work smarter by managing and tracking your leads, customers and engagement.
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth. Learn more about Really Simple Systems CRM

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Email marketing platform with additional channels: SMS, web push notifications, WhatsApp and Facebook chatbots.
SendPulse is an email marketing platform with additional channels: SMS, web push notifications, WhatsApp and Facebook chatbots. Create mobile-friendly emails with an easy to use drag-and-drop editor. You can send marketing campaigns, trigger-based emails or set up autoresponders. SendPulse offers unlimited email sends with every plan, 24/7 live support, great deliverability and detailed reports. Free plan includes 15,000 emails every month and premium plan pricing starts at just $9.85/month. Learn more about SendPulse

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
The Most Powerful Real Estate Platform to Put Your Business Growth On Autopilot. Ranked #1 by 250K Brokers, Teams, and Agents.
Ranked #1 by 250K Agents, kvCORE is a complete real estate platform built for MODERN BROKERAGES and teams looking to automate and grow their business. With its 20+ channels to organically grow agent pipeline, kvCORE is purpose-built to drive more high-value conversations for agents and their clients than any other platform on the market today. If you are looking to save 35% on tech costs, enhance brand recognition, and guarantee agent success, then kvCORE is the solution for your business. Learn more about kvCORE

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
SugarCRM is one of the world's leading CRM solutions, ideal for organisations with between 20 to 10,000 employees across all industries
SugarCRM has more than 2 million users across 120 countries. Our customers range from start-ups and mid-size businesses to enterprise organisations and cover all industries. In Europe, our customers include Rightmove, Mazars, Sennheiser and Deutsche Telefon. SugarCRM is ranked as a Champion CRM platform in the 2022 CRM Emotional Footprint Awards by Software Reviews — a ranking based entirely on user input. Learn more about SugarCRM

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals.
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription comes with unlimited CRM contacts, data migration assistance, and world-class live support, all at an extremely affordable price. Learn more about Nutshell

Features

  • Contact Management Software
  • Internal Chat Integration
  • Email Marketing Software
  • Lead Management Software
  • Territory Management
  • Task Management Software
  • Marketing Automation Software
  • Calendar/Reminder System
  • Interaction Tracking

CRM Software Buyers Guide

Introduction

CRM software makes it easier for businesses and their employees to manage interactions with customers, clients, business partners, and leads. CRM stands for Customer Relationship Management, and CRM systems allow companies to manage relationships with customers throughout the entire customer journey, starting with the first point of contact, right through to a purchasing decision, and then into the post-sale phase.

Some of the core features you would expect to find within CRM solutions include a searchable database containing relevant customer data and a communications log, which brings together conversations and interactions from emails, social media, telephone calls, and other channels. You can also expect an email management system, which can help synchronize email communications, and an alert system, which will remind employees to get in touch with a customer.

The ability to continually log customer communication from different channels and bring it together in an accessible database can greatly enhance collaboration between sales, marketing, and customer service teams. Aside from this, CRM software can help to improve automation within an organization and facilitate easier analysis of customer data. This, in turn, makes it possible to gain valuable insights into customer behaviours, views, and expectations.

CRM solutions often have a main focus area, typically sales, marketing, or customer support software. However, some CRM systems are multi-purpose and offer a more comprehensive range of options. Moreover, CRM software can be broadly separated into on-premises software applications, which require installation, and Software as a Service (SaaS) options, which are accessible via web browsers on a wide range of different devices.

There are a number of considerations that businesses need to factor into their decision-making process when seeking out a CRM system. These include the size of the organization, remote and mobile access requirements, employees' technical skills, and the level of compatibility between the CRM software and other core software packages. To be included in the CRM software category, solutions will usually:

  • Allow customer communications from different channels to be compiled in one location, making it easier for sales, customer service, and/or marketing teams to access and utilize the information contained within
  • Enable the creation of a comprehensive customer database, which can be easily accessed, searched through, and analyzed, so that companies and their employees can find relevant information quickly
  • Offer integration with social media platforms, as well as other software applications
  • Provide email management options, making it easier to personalize any emails that are sent to customers
  • Include document storage capabilities so that letters, contracts, forms, faxes, and other important paperwork can be kept in digital formats and accessed by employees across the different departments

What is CRM Software?

CRM software is customer relationship management software, used widely by Canadian SMEs and larger businesses to effectively manage their various interactions with customers. CRM systems are designed to allow businesses and other organizations to deal with customer support issues, manage leads and the sales pipeline, and oversee long-term relationships with past, current, and potential customers. Furthermore, CRM tools can help to ensure that a company's sales, marketing, and customer service processes become more integrated, coherent, and consistent.

Modern businesses communicate with customers across a wide range of different channels, for example telephone, email, social networking sites, video calls, and live online chat services. Through the use of CRM systems, it becomes significantly easier to compile communication data from these channels in a single, centralized location. Past conversations or correspondence to be referred to during future interactions. gathering data from across the various communication channels makes it possible to build much more comprehensive customer profiles.

Many businesses turn to CRM software for assistance with some of the key challenges associated with modern customer relationships. For instance, customers expect personalized user experiences, where they are treated as an individual rather than as another face in the crowd. Achieving this requires intelligent use of data so that all forms of communication can be tailored to them. Moreover, modern customers are more likely to adopt an omnichannel approach to dealing with businesses. When this is the case, they want to be able to move across different platforms or communication channels without running into unnecessary friction, obstacles, or contradictions along the way.

What are the benefits of CRM software?

The benefits of using CRM software for your organization in Canada are numerous and wide-ranging, with many of these centering around the idea of bringing customer communication associated with customer service, sales, and marketing into one location. Some of the more specific advantages linked to the use of CRM systems within business settings include:

  • Centralization of customer data: Centralizing data related to customer communication facilitates improved coordination and collaboration between different departments. Across all industries, for example in the real estate industry, having a comprehensive CRM solution allows Canadian businesses to easily leverage data from a centralized system. At the same time, it allows certain sales, marketing, and customer service processes to be automated, aiding efficiency. CRM software also has the potential to make it easier for businesses to understand customers, including their needs, wants, and expectations, both collectively and on an individual level.
  • Fully searchable customer data: A centralized database can be accessed by multiple departments, including sales, marketing, customer service teams, and senior management, with options to search for specific customers and specific information within customer records. The very best CRM tools will also allow access to customer data from multiple devices, meaning it will be readily available, regardless of when, where, and why an employee needs it. When sales, marketing, and customer service employees are able to access information quickly, it becomes much easier to deliver personalized communication that is relevant to the customer or end-user.
  • Integration with all channels: A good CRM system will allow data from customer communications to be added from all of the various contact points, including telephone, email, social media, live online chat, and online messaging apps. This then allows for a more coherent customer experience, with cross-channel communication becoming much easier to manage, both in the short and longer-term. This means a customer can move from one communication channel to another, dealing with different staff while still enjoying a seamless experience.
  • Potential for improved automation: Customer relationship management software can make it significantly easier for companies to automate tasks related to sales, customer service, and marketing. This is especially true when standardized processes are in place. Data can also be automatically centralized and continually updated, making it accessible by the various departments as and when they need it. The end result here is improved cross-departmental communication and collaboration, with a clear focus on customers and their needs.
  • Insight into customer behaviour: Data that is added to CRM solutions can be collected and easily analyzed, allowing for deeper and more meaningful insights into the behaviour, habits, preferences and expectations of customers. This will then enable businesses to gain a much clearer sense of what their customers want, what they need, the products they like, the products they dislike, as well as any patterns of behaviour that exist. When this information is collected from direct communication with customers, it can be compared and contrasted with wider industry trends. This will establish whether a company's customers face specific issues, are exhibiting specific behaviours that may require strategic adjustments, or require extra consideration in the future.
  • Improved levels of personalization: The ability to easily access previous customer interactions and other important data from a single place makes it much easier for customer service teams and other employees to deliver a high level of personalization. This is important because 80 per cent of customers want personalization from retailers, and they are more likely to make a purchase when this is on offer. Modern customers want to be treated as individuals, each with their own concerns, needs, and opinions. CRM software makes it much easier to meet customer expectations in this way because data is collected and continually added to.

What are the features of CRM software?

CRM software tends to consist of core and common features, which are seen in most offerings, along with a range of other features that can vary significantly from one application to the next. Here are some of the most common features of HR software:

  • Contact management: Create, manage, and continually update a database that includes the contact information for past customers, current customers, prospects, business partners, and anyone else that is regarded as strategically valuable for sales, marketing, or customer service teams. In most cases, this database will also be fully searchable, making it quick and easy to identify a customer, based on their name, email address, delivery address, telephone number, social media handle, or any other information the business may have access to.
  • Communication tracking: Log communications and interactions with customers across multiple different communication channels. Conversations from telephone calls, social media, email, live chat functions and even in-person discussions can be documented and stored for future reference. Marketing, sales, and customer service employees are all able to refer back to previous communications for strategic purposes or in order to resolve customer interactions. This means customers will spend far less time repeating their problems to different employees. At the same time, businesses can achieve faster contact resolution times and higher overall success rates.
  • Lead management: Manage leads and track their progress through the entire customer journey, from the first contact, all the way to the point at which they make a purchase, and beyond. Data related to everything from lead capture to pipeline management can all be captured, stored, analyzed, and referred back to by marketing and sales staff to maximize revenue generation and reach financial goals.
  • Calendar/reminder coordination: Set up reminders, which can be integrated with individual users' calendars, as well as wider departmental and company calendars. This helps to ensure that customers who have been promised a call back will receive one at the right time, even if the person who made that promise is unavailable. Many CRM systems will include different options for the reminder function itself, such as email reminders, desktop notifications, calendar notifications, and text message reminders, depending on personal preference.
  • Social media integration: Consolidate social media interactions, across a variety of different platforms, including Facebook, Twitter, LinkedIn, Instagram, TikTok, Pinterest, and YouTube. With the rise of social networking sites, the way companies interact with customers has fundamentally changed. In response, the best CRM solutions have also evolved, placing a stronger focus on social media channels and options for managing these interactions. For example, they can automatically pull contact information from profiles, sync this data with CRM profiles, manage customer support queries across all channels, and more.
  • Email management: Look after an entire email marketing strategy from within CRM software. Various email systems from different departments can all be synchronized, permitting access from one place. In many cases, CRM systems will include email templates, which can be integrated with your CRM database, facilitating effortless personalization. Furthermore, CRM solutions with email management functionality will typically also include notifications, allowing employees to respond to emails faster, resulting in greater customer satisfaction.
  • Document storage: Keep important documents stored in one location, where they can be organized, accessed on multiple devices, and easily shared with others. Many interactions with customers will result in paperwork, and filing this paperwork can present challenges to companies. With CRM software, this can all be handled digitally as letters, faxes, emails, contracts, and other documents are all kept within a built-in file management system.
  • Segmentation: Divide customers, clients, and business contacts up into different categories or groups, based on the factors that really matter. Separate people based on age, gender, location, occupation, income, marital status, preferences, spending habits, values, product usage status, membership level, and almost any other grouping. This then allows for much more targeted sales and marketing activities, with less time and effort wasted on communication types that will be ineffective or irrelevant for particular sections of the audience.

What should be considered when purchasing CRM software?

When purchasing CRM software, buyers need to carefully consider a number of factors. The numerous CRM solutions on the market are not created equally. For example, some will have features that are better suited to small or medium enterprises, while others are intended for large corporations. Likewise, some solutions are traditional software offerings requiring installation, while others are options, which can be accessed through a web browser from almost any device. For this reason, finding the right option will largely depend on the specific strategic and operational needs of the business in question and its employees. Below, some of the more specific considerations that should be thought through when buying a CRM solutions are outlined in more detail:

  • What are the key features of the CRM?: It is important to closely consider the range of features available, as well as issues surrounding functionality. While most CRM solutions will have core features, like contact management and interaction tracking, some will have a more comprehensive range of supplementary features than others. In some cases, the additional features may not be relevant or particularly useful, however, so a balance needs to be struck. The main focus should be on finding an option that offers useful features and a solid user experience.
  • What are the objectives of the CRM? CRM software can often be divided into one of four focus areas: sales, marketing, customer service, and options that provide a more comprehensive offering. Sales-based options will usually prioritize features like inventory management and order processing, while marketing-based options will prioritize email management and other tools that can assist with advertising and marketing communications. Options primarily geared toward customer service will prioritize interactions tracking and social media integration, while the comprehensive options will cover all three areas, although often in less depth. Companies need to think about what a CRM system will be used for and choose their preferred option with this in mind.
  • What are the costs of the CRM? Pricing is an important consideration for any purchase, but with CRM software, this consideration needs to be broken down into upfront costs and continuous costs. For instance, cloud-based solutions are likely to operate on a Software as a Service model, with ongoing subscription fees required, while the costs associated with most on-premise options are largely going to center around the initial investment. On top of the costs associated with buying software and keeping it operational, investment is also likely to be required in areas like training and technical support. Employees need to know how to use the software and be able to find help when necessary.
  • Can the CRM help the business achieve its goals? Prior to deciding on a CRM software option, businesses should be clear on what they are hoping to achieve and the problems they are hoping to solve. Are there specific business challenges to overcome? Is there a need to alter core sales, marketing, or customer support processes? How will success or failure be defined? Answering these key questions can help frame precisely what the need for CRM software is, making it easier to select the option that is most likely to facilitate these goals or objectives.
  • Does the business need mobile CRM? An ever-increasing number of businesses are adopting either remote or hybrid work models. In fact, a 2020 Gartner, Inc. survey found that 82 per cent of companies are intending to permit remote working at least some of the time. In organizations where this is the case, the ability to remotely access a CRM system is essential. Depending on the devices used by employees, it may also be important to prioritize mobile accessibility and compatibility with a range of web browsers as well.
  • Is the CRM suitable for the size of the business? The needs and priorities of a small business, with only a few sales, marketing, and customer service employees, may be substantially different from the needs and priorities of medium-sized enterprises and larger organizations. Beyond this, specific business realities are another major consideration, and this includes issues like the level of technical knowledge that exists within the business, the number of staff that will need to access the CRM software, and the budget that is available to work with on customer relationship management.
  • How does the CRM handle customer data storage? Businesses need to give careful consideration to their approach to customer data storage, factoring in legal requirements and the need for compliance while also prioritizing accessibility. One of the biggest decisions in this area is usually whether or not to store customer data on-site, taking full responsibility for backing it up and keeping it safe. The main alternative is to turn to off-site, cloud-based storage, in which case a solution that functions on a Software as a Service model may be the best route to explore.
  • Is the CRM compatible with other software? Finally, it is vital to take into account integration with other software packages when making a decision on which CRM software to use. The precise applications used by a business and its employees will vary, but compatibility with the most common applications associated with sales, marketing, and customer service should be regarded as a plus point for a CRM solution. Furthermore, integration with other applications, including email clients, word processors, and spreadsheets, can be valuable too.

CRM software trends—alongside wider technology and industry trends— will also need to be factored into any decision-making process at the time of purchase. The most relevant trends within the field of customer relationship management are:

  • Increased focus on social media: A huge number of customers will now utilize social media platforms, such as Facebook and Twitter, in order to interact with brands, ask questions, and make complaints. Managing communication through these channels is vital because much of it will be publicly visible, meaning it has the potential to cause damage to a company's reputation if not handled effectively. At the same time, it can be advantageous for businesses to try to move the conversation away from these platforms and into a more private setting. CRM software can play a valuable role in facilitating this move, especially when different departments are involved, as it can help ensure the experience is as seamless as possible for the customers.

  • The rise of automated chatbots: Modern customers have extremely high expectations when it comes to customer service response times. One of the ways businesses are attempting to counter this is through the use of AI-powered chatbots, which can provide rapid responses on a 24/7 basis. With this in mind, one of the biggest CRM trends right now is the need for increased integration with these chatbots, allowing customer communication from this channel to be collected alongside more traditional live chat, email, and telephone conversations.

  • Continued growth of artificial intelligence: The use of AI within marketing and customer service is one of the most significant technology trends of recent times. In fact, the number of marketers who reported using AI increased from 29 per cent in 2018 to 84 per cent in 2020. While the chatbots mentioned above are a good example of this, AI is also used for everything from market segmentation to data analytics. Given this rapid expansion in AI deployment, it can be critical for businesses to find a CRM software option that offers AI support.

  • Demand for remote accessibility: Many employees are now able to carry out their jobs remotely, including from their own home or while travelling. The growth of remote and hybrid working models is one of the major global trends and is observable in a wide range of industries. Businesses adopting these models are going to require solutions that allow for remote access. There is also a shift towards more companies adopting 24/7 customer service, which means any CRM software may need to be accessible at all times of the day as well.

Sources

The features highlighted were identified based on their relevance and the percentage of products in Capterra's directory that offer them. The following sources were used for this document:

  1. Personalizing the customer experience: Driving differentiation in retail ( (Date accessed: Friday, July 2, 2021)

  2. Gartner Survey Reveals 82% of Company Leaders Plan to Allow Employees to Work Remotely Some of the Time - Gartner.com (Date accessed: Friday, July 2, 2021)

  3. State of Marketing: Sixth Edition - Salesforce Research (Date accessed: Friday, July 2, 2021)

  4. 7 Considerations When Choosing a CRM Solution for Your B2B Firm (Date accessed: Saturday, July 3, 2021)

  5. Top 10 Critical CRM Trends to Keep an Eye on for 2021 (Date accessed: Saturday, July 3, 2021)