Realvolve helps in studying the connections to focus on building true relationships. It flexibly handles everything from the most common systems to more sophisticated, conditional based workflows for the entire team, making the brokerage or personal practice more productive and efficient.

Its key features include recording each contact’s personal and professional information and keep a journal of notes and correspondence, enter and review all vital information in a simple, clean user interface, manage the deadlines and capture important dates, Send and log incoming and outgoing posts, SMS messages, and email and many more.

Stream CRM within GMail features managing of workflow such as lead pipeline, fund-raising, candidate management, projects and such through the Inbox. All context, contacts and customised tracking are available in the Inbox and can be viewed with context. All the spreadsheet features can be availed for personalising and tracking.

Streak CRM can be used on the go, on mobile.

Sendlane comes with easily designable and sends the perfect mobile and desktop optimized email using powerful drag-and-drop campaign builder, no technical skills required (but you can use HTML). It uses machine learning for open predictability. It automatically analyses customer open patterns and habits of each contact to ensure your messages are sent when each person is most likely to engage. It comes with customizable intelligent pop ups with inline, pop-ups, floating top or bottom banners and floating box. It comes with integration to 1400 + applications.

Ebsta's customer engagement tools enable users to unlock their company network, nurture relationships through personalized workflows, prioritize activities, and analyze performance. Ebsta provides users with the tools to create personalized workflows and cadences, as well as track engagement in real-time, score customer engagement and identify those that need attention, plus measure team activity and performance, and seamlessly integrate with CRM, email and calendar apps.

Ebsta automatically syncs emails and calendar events to Salesforce, tracks emails and sends real-time notifications. Email tracking technology provides users with valuable insight into email activity, showing users whether the recipient opened the email or clicked on any links. Scheduling tools allow users to schedule events such as meetings, as well as schedule emails to be sent at a later time.

Daylite combines the power of a CRM, Project Management App, and Lead Management app all into one where everything is organized and shared with the team which helps to save time and increase productivity. Daylite helps to stay in touch and on top of every client. Organize all communication, details, and follow-ups in one place. It also organizes all the people, conversations, details, and next steps in one place.

Some of its features include email integration, keep a chronological history of emails, calls, and meetings, manage sales opportunities through their lifecycle, manage client or internal projects individually or as a team, create follow-ups and to-do lists with reminders, due dates, notes, and priority, controls which users and teams can see and access sensitive information and many more.

KarmaCRM also enables the sales team to be more efficient by allowing them to customize their workflows through productivity tools. This lets them manage their tasks, contacts, and clients in one place and to even collaborate with their colleagues from a single platform. The solution provides email templates for quick drafting and mass emailing features. It organizes tasks through to-do lists and sends alerts of upcoming deadlines via email and text. Depending on the business needs, custom fields can be created for sales forms and sales leads be prioritized based on their convertibility.

With KarmaCRM, companies can even integrate third-party apps into the system. This lets them organize their emails, calendars, tasks and more and cascade them to other programs with ease. KarmaCRM maintains a history of all customer calls, emails, tasks, and deals, and shares it with the whole team. Team members can stay in touch with user groups via live chats.

OnePageCRM’s lead clipper feature allows for one-click lead capture from various sources, such as LinkedIn, Gmail and Twitter. This software can also be integrated with a number of third-party lead generation, communication and financial applications. The system's contact management feature allows for the consolidation of business contacts and merging of duplicate entries.

OnePageCRM keeps the sales team engaged by sending notification emails to each member of a sales team whenever a new task is assigned. OnePageCRM performs a range of functions from contact management to sales reporting, ensuring that leads and prospects are constantly being moved through the sales process for a successful win. OnePageCRM can also be accessed through native mobile apps available for Android and iOS devices.

Prophet CRM automates tracking of Outlook-based emails, meetings, contacts, and calendar invites on a daily basis. With a single Outlook interface, users can directly work with one application and track activities in the sales pipeline. The solution provides valuable insights into the sales process along with the ability to track winning and losing leads.

With Prophet CRM dashboard, salespersons can track engagement with their clients, view their pipeline and scheduled tasks, set follow-ups, prioritize tasks and configure reminders for critical milestones during the sales pitch.