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Goldmine Premium CRM is a customer relationship management solution for businesses of any size.
Goldmine Premium CRM is a customer relationship management solution for businesses of any size. It offers multiple stand-alone applications including sales automation, help desk, call center, plus more. Learn more about GoldMine Premium Edition

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
Canada Local product
NiceJob is the easiest way to engage with your customers post-purchase to create advocates and get more reviews online.
NiceJob provides the simplest and most effective way to engage with your customers post-purchase and get more reviews online. Integrate NiceJob with your CRM to get your customers to leave you a review or give you a referral. Engage with your customers at each point of their customer journey to ensure maximum customer satisfaction. No contracts, 14-day free trial, then just $75/month. Learn more about NiceJob

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 started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one. Learn more about Salesforce Essentials

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
Hatchbuck is CRM and marketing automation software that makes it easy to nurture prospects and customers and drive more sales.
The easiest way to nurture prospects into customers. Capture leads on your website. Send smarter emails. Nurture prospects ongoing. Deliver hot leads directly to your sales team through the built-in CRM. Efficiently manage sales and marketing campaigns and workflows. Expensive, robust tools are overkill for smaller businesses. BenchmarkONE (formerly Hatchbuck) has the core tools you need, without expensive bells & whistles that just distract. Learn more about BenchmarkONE

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
Agents can take advantage of Ringy's automation, AI, and multiple communication channels without hiking a steep learning curve.
Ringy combines multiple platforms into one complete, user-friendly dashboard. At a glance, agents can see their incoming call list, real-time text messages, and lead vendor success rate. With a click, users can launch entire drip marketing campaigns, import leads, send SMS or emails, and take or forward calls. Ringy takes care of the important details, from local ID to lead nurture messages, so agents can focus on making high-quality sales calls that win customers. Learn more about Ringy

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
Sales and marketing solution that combines CRM, marketing automation, customer journey mapping, analytics, project management, & more.
GreenRope Complete CRM and marketing automation delivers a comprehensive solution to help your entire team drive real results. With sales, marketing, customer service, and operations all built-in to the same system, you become a lean, data-driven organization with a complete 360-degree view of the customer lifecycle. Increase collaboration, drive sales, build better relationships, and create optimized omnichannel customer experiences. Learn more about GreenRope

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
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs.
We built a dedicated CRM for small businesses to help bridge the gap between lost leads and messy spreadsheets. With the sheer motive to be simple, Bigin is packed with just the right features, with a user-friendly interface, at a pocket friendly price to fit your small business like a glove! Bigin brings you everything you need—multiple pipelines, built-in telephony, workflow, a bunch of seamless integrations and a lot more, just to ensure you manage your customer relationships with ease. Learn more about Bigin by Zoho 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
VanillaSoft empowers sales teams to respond to leads faster, engage consistently, and develop more qualified opportunities.
VanillaSoft, the industry's most successful sales engagement platform, empowers sales teams to respond to leads faster, interact more consistently, and generate more qualified sales opportunities. Thousands of users employ VanillaSofts sales cadence automation to drive speed-to-lead, persistency, productivity and revenue-per-rep. Learn more about VanillaSoft

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
Snov.io is a easy and powerful CRM for any business.
Snov.io is your perfect CRM for efficient contact management and powerful cold outreach. Find more convertible leads, verify contacts, track your lead's progress, and automate cold outreach. Save your sales team's time and improve your revenue with personalized automated outreach and over 2000 integration options. Learn more about Snov.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
Accelo is the award-winning CRM you need. Nurture sales, create proposals, and manage client projects - in the cloud, from any device.
Accelo is an award-winning CRM that helps you win clients, nurture profitable sales pipelines, and forecast growth. Simplify sales by automatically tracking and sharing contact emails, attachments, appointments, notes, and custom fields for rich context at a glance, from any device. Save time by easily converting winning proposals into client projects and retainers, complete with automated task assignment, time tracking, and billing. Manage sales and fulfillment - all-in-one - with Accelo CRM. Learn more about Accelo

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
Close is the all-in-one sales engagement CRM designed to help SMBs turn more leads into revenue.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons. Packed with productivity tools like task reminders and Power Dialer, you'll reach more leads and follow up more often. Learn more about Close

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
Canada Local product
Major web update in 2020 | A service management CRM. Renowned for service management, scheduling, sales and exceptional mobile apps
Major web update in 2020 | A service management CRM, renowned for service management, scheduling and sales. Delivers exceptional iOS + Android apps to businesses who need to manage field workflow within a customer or project context. Includes robust desktop platform and amazing Google, QuickBooks, Xero and online form integrations. Solve is also used to surface real-time equipment data onto customer records and dispatch workflow. Ask us how. Recognized for outstanding support by thousands. Learn more about Solve 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
Kommo is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more.
Kommo is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools.It's the perfect messenger-based sales solution for entrepreneurs and SMBs. Learn more about Kommo

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 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
NetHunt CRM helps you manage leads, monitor sales pipeline, track team performance, and automate sales processes to close more deals.
NetHunt is a sales automation tool that literally lives inside your Gmail and other Google Workspace apps. With NetHunt CRM, companies can organize contacts and deals, segment them for personalised pitches, build custom pipelines, and automate the entire sales process to close deals faster. It's helpful for managing team and measuring their effectiveness with tasks and reporting. It pairs with other tools to provide multichannel sales approach - calling, social media, messengers, and more. Learn more about NetHunt 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
The Kajabi CRM seamlessly supports the rest of your knowledge-based online business with lead management and nurture.
The Kajabi CRM integrates easily with the rest of your knowledge-based online business. Manage your leads and customers with custom tags and helpful built-in segmentation. Use automations between your email marketing, website forms, and checkout to help nurture customers through the sales funnel. Easily import your existing contacts. Our CRM supports your marketing seamlessly. Learn more about Kajabi

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 where memberships, classes, events, retail + more can be purchased by customers through your app, website, in person, and online.
MyStudio enables customers to buy from you, anywhere and at any time. Memberships, events, trials, classes and retail can be purchased by customers through a customized member app, custom website, on all social media channels, and anywhere there is internet. Everything can be set up and launched within minutes of creating a MyStudio account. Learn more about MyStudio

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
Teamgate really is the one, easy-to-use customer relationship management software, designed to address your sales concerns directly.
Teamgate sales CRM is much more than just a contacts management database. Teamgate is the complete customer relationship management software, designed to guide you through the entire sales process, from lead capture to customer success management. Using integrations such as; MailChimp, Freshdesk, Google Drive, OpenStreetMap, and Intercom, manage every segment of your sales pipeline in a time-saving, and methodical manner. Plus, with insightful analysis and reports, plan wisely for the future. Learn more about Teamgate

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
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work.
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from email, social media, company databases, phone, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Learn more about Salesflare

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
Automotive dealership software for marketing, sales, and service operations, including the industry's largest customer contact center.
Elead - now with AI assistance to communicate with customers through emails, texts and chats - exists to help dealers convert leads into sales, prospects into customers, and customers into trusted long-lasting and rewarding relationships. As pioneers in automotive CRM, we offer a sophisticated yet service-oriented operation that encompasses a dynamic technology platform, a large, responsive call center, and integrations with all DMS providers. Learn more about CDK Elead

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
LeadSquared is a no-code CRM that automatically captures leads without leakage, equipped with tracking, automation, and integrations.
LeadSquared is a cutting-edge CRM, helping 2000+ enterprises to drive sales efficiency at scale, with zero lead leakage. A no-code CRM for all your business needs, with powerful features like intelligent lead management and distribution, sales tracking, marketing, sales and workflow automation, mobile CRM, API integrations, complete dashboards and reports, smart views, advanced search, drag & drop email campaign and landing page builders, and many more. Learn more about LeadSquared

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 Sales CRM With Marketing Suite That Builds Rapport With You. CRM, Email Marketing, Social Posting, Texting, Video Email, And More.
98% of customers rate VipeCloud's Value For Money at 4 stars and above! VipeCloud is the Sales CRM with Marketing Suite that builds rapport with you. Our All-In-One solution includes CRM, Email Marketing, Social Posting, Texting, Video Email, Integrations, and More. With VipeCloud's single solution + rapport building, your business will increase efficiency and accelerate growth. It's no surprise 99% of customers rate our support at 4+ stars. Learn more about VipeCloud

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 integrated CRM designed for advertising sales for: publishers, event producers, billboard operators, digital ads, and more.
Ad Sales Genius is built for companies who sell advertising and sponsorships. Ad Sales Genius will manage all aspects of selling advertising and events. Clients include publishers, DooH, Ooh, expos, digital publishers, and many more. This remarkable software is a fully integrated solution encompassing marketing tools, CRM, production management, accounting, and reporting. We offer full integrations with: Adobe InDesign, QuickBooks, Twilio, DocuSign, and dozens more. Learn more about Ad Sales Genius

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
Simple cloud based CRM to keep track of the leads, conversations, follow ups, and tasks that are the lifelines of your business.
Join tens of thousands of small businesses managing follow ups with a simple CRM that's been helping people get back to what they love for 10 years. Other tools are too cumbersome or require too many steps. Highrise is the just right, more thoughtful way to track leads, manage follow ups, and build relationships. Start with a free no risk 30 day trial - follow up, close deals, and spend the rest of your day doing the things only you can do. Learn more about Highrise

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
Service Hub is customer service software that helps teams scale their support and delight their customers efficiently.
HubSpot Service Hub is a suite of tools for growing businesses. It's easy to use and built on top of HubSpot's leading CRM. It includes everything your service team needs to support customers and grow through their success. It's free to get started and will grow with you. HubSpot is a leading growth platform. Since 2006, we have been on a mission to make the world more inbound. Today, over 100,000 customers in more than 120 countries use HubSpot's award-winning software, services, and support. Learn more about HubSpot Service Hub

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
Most user-friendly CRM platform on the market.
SuperOffice CRM has one goal; to help you find, catch and keep more customers. Our focus on creating a simple and user-friendly CRM solution helps you become more productive. SuperOffice CRM integrates with all Office applications and supports all leading technology platforms. Available on any device. Learn more about SuperOffice 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
ChurnZero's Customer Success platform helps businesses fight churn via data integrations, health scores, automation, NPS and much more!
ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn. Our platform is uniquely designed to integrate with CRM systems and tightly into an application or service. In doing so, ChurnZero helps businesses understand how their customers use their product, assesses their health and their likelihood to renew, and gives the business the means to automate and personalize the customer experience through timely and relevant touchpoints, including in-app content, Learn more about ChurnZero

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
Robust ticketing and invoicing system, CRM, POS, and marketing platform for repair shops.
Robust ticketing and invoicing system, CRM, POS, and marketing platform for repair shops. Learn more about RepairShopr

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
Mortgage CRM solution that helps users with marketing automation, loan document management, analytics, and more to grow your pipeline.
For loan officers, Jungo is the only mortgage CRM built on Salesforce that's fully customizable to fit your needs. Key features include: Marketing: Built-in email templates and drip campaigns for every type of contact in your database. Automations: Event-triggered automations to eliminate repetitive tasks. LOS Integrations: Jungo integrates with the top loan origination software. Free Demo: https://ijungo.com/request-demo/?click=softwareadvice Learn more about Jungo

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
First-degree connection to any professional with real-time verified data in the world’s largest database of emails and direct dials.
RocketReach is the most trusted and accurate sales and lead intelligence platform. With access to real-time verified data for over 700 million professionals across 35 million companies worldwide, you can get a first-degree connection to any professional. Over 11 million users trust RocketReach—including top businesses like Apple, Disney, Google, and 95% of the S&P 500. Robust and simple-to-use, RocketReach powers sales, recruiting, and marketing to work efficiently, effectively, and immediately. Learn more about RocketReach

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
AgencyBloc is the #1 Agency Recommended Management System for life & health insurance agencies.
AgencyBloc, the #1 Agency Recommended Management System, helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-s pecific CRM, commissions processing, sales management, and integrated business and marketing automation. Learn more about AgencyBloc

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
Ploomes is a Brazilian customer relationship management solution with sales funnel, document management and proposal automation.
Ploomes is a Brazilian customer relationship management solution with sales funnel, document management and proposal automation. Learn more about Ploomes

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
Join up your business with a single cloud-based CRM solution and lower the cost of your CRM project with co-funded implementation.
Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. With Workbooks, marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. And with software and services from a single supplier, you get co-funded implementation to make sure you get a made-to-measure CRM for an off-the-shelf price. Learn more about Workbooks

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
Make sales as easy as email. Sync your calendar & emails with Salesforce, track emails, schedule appointments, set follow-ups & more!
You work in your inbox, not in Salesforce. No one has to force you to use email. It's easy to use and effective. We think Salesforce should be just as useful and just as simple. That's why we bring Salesforce into the inbox. To save you time and make you more productive. Now you can see and update Salesforce as you work. Sync emails to Salesforce, track email opens, create and update Salesforce records, schedule calls and much more. Try Cirrus Insight free for 14 days! Learn more about Cirrus Insight

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
Contactually helps you maintain and strengthen professional relationships.
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you wh Learn more about Contactually

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 + Event Management + Campaigns = The best Event CRM on the market.
Try our Event CRM to manage your customers, as well as to plan, promote, and execute one or hundreds of events, large and small, efficiently from start to finish. Join companies like KPMG or Facebook, and drive revenue, save time and increase ROI with a full suite of high-performance tools that streamline operations and maximize engagement. Keep data synchronized in a central location and leverage it to establish lasting relationships. Glue Up (formerly EventBank) is an all-in-one software. Learn more about Glue Up

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
Canada Local product
SYSPRO is a highly scalable, industry-built, ERP for manufacturing and distribution.
SYSPRO ERP for manufacturing and distribution is a highly scalable, industry-built Enterprise Resource Planning (ERP) software solution that can be deployed in the cloud, on-premise, or accessed via any mobile device. SYSPRO is designed to simplify business complexity for manufacturers and distributors by providing actionable insights that support effective decision-making, strong cost control, streamlined processes, and improved productivity. Learn more about SYSPRO

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
Publishers use MagHub to sell, deliver, and bill for advertising revenue. Automate handoffs and never lose an ad campaign.
MagHub helps thousands of media brands around the world sell, deliver, and bill for their advertising revenue. Our contract to cash platform combines Customer Relationship Management (CRM), Order Management System (OMS), and Billing to enable revenue teams to reach their maximum effectiveness while providing their customers an inclusive experience via included Client Portals. “Not only is the program easy to follow, but the support has been amazing.” - Sharon H., MagHub User Learn more about MagHub

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
Sell more, in less time, every time with Prospect, the #1 Stock-Aware CRM - perfect for Wholesalers, Distributors & Manufacturers.
If you sell products from stock B2B and use one of the following Inventory Management or Accounting Systems, then Prospect, the #1 Stock-Aware CRM, is the only CRM you need: Unleashed Software, QuickBooks Commerce, Cin7, DEAR Inventory, Katana, QuickBooks Online, Xero, Sage 50, Exchequer, Access Dimensions, Pegasus Opera. Prospect is the #1 CRM for growing Wholesalers, Distributors & Manufacturers. Learn more about Prospect 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
Classe365 is a modern student management software with SIS, LMS & CRM features for running schools, colleges, universities & academies
Classe365 is a unified student management software with a comprehensive Student Information System, Learning Management System & Customer Relationship Management features. It is a one-stop solution for running all kinds of educational institutions: schools, colleges, universities & academies. The LMS feature enables institutions to offer online learning in just 2 steps. The SIS feature makes course management, attendance, grading & assessment easier. CRM helps in increasing student enrolment. Learn more about Classe365

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, manage your business stress-free, stay top-of-mind, and sell confidently.
Known as the most affordable and easy-to-use CRM for sales professionals and small businesses, LionDesk allows you to go from Lead to Close in a highly customizable platform. Starting at $25/Month. Its most popular features include video email and texting, automated lead follow up, task reminders, transaction management, and database segmentation. Learn more about LionDesk

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
Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Learn more about Dolibarr

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
Canada Local product
Most affordable complete CRM on the market. One time $99 cost per user. Very easy to use with optional add-ons for a tailored package
We believe that software should be a one time cost. InfoFlo includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales, task management solution and VoIP. It includes a Quick Books, Outlook and Google Sync. Learn more about InfoFlo

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
Pobuca Connect provides you with a unified company address book, which is easy to access and share with your coworkers.
Upgrade your team with a versatile contact management app, convert your multiple business contact lists into one unified address book and access it from the web, mobile, or even inside Outlook and Gmail. Add custom fields and tags to organize your contacts, track activities, set tasks, and automatically enrich your contacts using LinkedIn and email signatures. Trial and freemium version available to experience it today! Learn more about Pobuca Connect

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
Avidian transforms Microsoft Outlook into a Sales Pipeline Management and Customer Relationship Management tool for sales teams.
Avidian transforms Microsoft Outlook into a Customer Relationship Management solution that sales and business teams actually use. Redundant data-entry, time away from selling, and lack of user adoption all lead to CRM failure. Why not combine the familiarity and ubiquity of Microsoft Outlook with a CRM? Avidian enables businesses to stay focused and in control of their data entry, while capturing what is needed to manage customers and grow the business. Learn more about Prophet 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
Mokapen is a new Italian based CRM for small enterprises and professionals. Free. Easy. Italian.
Mokapen is an Italian collaboration platform with integrated CRM to allow companies and professionals to manage their collaborations through the creation of organizations, thus managing projects and tasks, tickets and contacts shared with their customers, partners and suppliers. The modules present are: - Task and Project Management, to manage tasks and projects with members and guests. - Leads Management, to manage contacts and companies - Sales Funnel and deals - Ticketing - Reports Learn more about Mokapen

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
Streamline your sales, marketing and service processes to manage a complete customer journey on a single Creatio platform.
Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with a maximum degree of freedom. •Marketing Creatio - a ready-to-use platform to automate marketing campaigns and lead management workflows with no-code •Sales Creatio - an end-to-end platform to automate sales processes of any type with no-code •Service Creatio - an omnichannel platform to automate customer service workflows of any complexity Learn more about Creatio 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
Known as Europe’s most flexible CRM, Efficy offers a completely customisable solution that will empower your employees.
At last, a CRM solution that adapts to your needs. Efficy is a major player in the European CRM market. With our range of customisable solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. Efficy CRM is easy to use and is adapted to each organisation based on their size and specific needs. This enables you to grow and develop your business in a structured way. Don’t waste time organizing data - empower your employees and grow your business with Efficy CRM. Learn more about Efficy 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
Popl is the #1 digital business card platform for enterprise. Create, distribute, and manage digital business cards at scale.
Popl is the #1 digital business card platform for teams. Our platform is used by companies of all sizes to create, distribute, and manage digital business cards, creating brand consistency across your organization. Popl integrates with 4,000+ apps, allowing admins to export leads to CRM, sync team members from HR platforms, automate data entry, create marketing flows, and more. Contact us for a free demo to learn more. Learn more about Popl

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
Customer surveys, appointment questionnaires, patient referral management, and medical device tracking tools for healthcare.
Customer surveys, appointment questionnaires, patient referral management, and medical device tracking tools for healthcare. Learn more about PlanPlus Online

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)