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Insightly CRM: Reviews, Testimonials and Expert Opinions

4.15 5
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(11213)

CRM Software for Gmail, G Suite and Outlook.

Top 44 Insightly CRM Alternatives

Freshsales

AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

4.69

Freshsales Icon

Freshsales

4.69
★★★★★
★★★★★
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

Freshsales is a customer relationship management (CRM) software by Freshworks designed for high-velocity sales teams to attract leads, engage across multiple touchpoints, close deals and nurture relationships. ...

The key features of the software include Built-in email and phone, AI-based lead scoring, Workflow automation, Visual sales pipeline and actionable insights. The software is available in more than 30 languages, supports multiple currencies and hosts over 75 apps that can be seamlessly integrated with it to enhance productivity.

Freshsales automatically captures all the website traffic as leads, cluster them based on their web activity and assigns to the relevant salesperson. It collects data and segments activities based on a contact’s behavior and runs analytics to give a 360 degree customer view.

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Pipeline CRM

Sales Pipeline Enablement Platform

4.38

Pipeline CRM Icon

Pipeline CRM

4.38
★★★★★
★★★★★
Sales Pipeline Enablement Platform

Pipeline CRM is a sales pipeline enablement CRM platform designed for sales teams to help enhance and boost sales. The primary solutions offered by the platform include Sales pipeline ...

The platform tracks every deal and shares the account lists with the employees to help them achieve their targets. Also, it gives full visibility on customer accounts both pre- and post-sales so that the team can manage key deliverables, milestones, project details, and deadlines.

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Microsoft Dynamics 365 for Sales

Sales Force Automation | Microsoft Dynamics 365

3.82

Microsoft Dynamics 365 for Sales Icon

Microsoft Dynamics 365 for Sales

3.82
★★★★★
★★★★★
Sales Force Automation | Microsoft Dynamics 365

Microsoft Dynamics 365 for Sales is a sales automation and forecasting business application that is part of the Dynamics 365 platform. It enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. ...

Microsoft Dynamics 365 for Sales keeps track of accounts and contacts, nurtures sales from lead to order, and creates sales collateral. Microsoft Dynamics 365 for Sales capabilities include enabling smarter selling with contextual AI, empower sellers to build relationships, boost sales productivity with seamless tools, improve coaching and sales performance, increase sales profitably with advanced insights, innovate with sales solutions built to evolve and more.

Microsoft Dynamics 365 for Sales API Access, Cadence, Contact Management, Contract Management, Database Management, Funnel Reporting, Integrations, Partner Tracking, Performance Reporting, Pipeline Management, Product & Price Control, Sales Gamification, Quotation Handling, Task Assignment, Territory/Quota Management, Cloud, On-premise and more. It creates marketing lists and campaigns, and even follows service cases associated with specific accounts or opportunities. The Unified Interface framework uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation.

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Salesforce Sales Cloud

Sales Performance Management Software

4.36

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Salesforce Sales Cloud

4.36
★★★★★
★★★★★
Sales Performance Management Software

Salesforce sales cloud is a customer relationship management and automation platform for sales teams to convert leads, close deals and understand the health of entire business in both B2B as well as B2C contexts. ...

It brings all the customer and prospect information together in an integrated platform, provides access to thousands of applications through its AppExchange marketplace and allows users to share information or ask questions using a real time collaboration feature with primary contact, opportunity, lead and data management, workflows for approval processes, sales forecasting, file sync and share and dashboards and reporting.

It provides AI driven insights from popular social media sites such as Facebook, Twitter, LinkedIn within the platform for account and contact management. It provides automatic lead scoring and routing for leads management and It automatically updates and enriches the account, contact and lead data that drives most important sales and marketing processes using AI.

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Pipedrive

Sales CRM & Pipeline Management Software

4.48

Pipedrive Icon

Pipedrive

4.48
★★★★★
★★★★★
Sales CRM & Pipeline Management Software

Pipedrive is a sales management CRM tool designed for the sales and marketing professionals to help them handle all the admin related tasks and focus only towards boosting sales. The platform is ...

The AI powered sales assist feature inbuilt in the tool provides personalized inputs on performance, automation recommendations and trend charts. To help reflect on the sales process, the UI of the tool offers customization of workflows using drag-and-drop interface.

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Zoho CRM

Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

4.15

Zoho CRM Icon

Zoho CRM

4.15
★★★★★
★★★★★
Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

Zoho CRM is a relationship management tool designed for the sales and marketing professionals to help them garner more leads, interact & engage with consumers, and boost both sales and revenue. ...

Zoho CRM offers integration with third party tools like Google Ad, DocuSign, MailChimp, LinkedIn Sales Navigator, etc. Using these integrations, it allows comparison of campaigns against sales helping to monitor spending and identifies campaign success.

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Copper

CRM Software Built for Google & G-Suite

4.50

Copper Icon

Copper

4.50
★★★★★
★★★★★
CRM Software Built for Google & G-Suite

Copper is a CRM software for small, mid-sized and enterprise companies to manage sales leads to improve customer relationship and grow business. The CRM is built on G Suite, enabling users to integrate all information associated with G Suite is made accessible from one place. ...

It is primarily used to improve sales productivity, collaborate and manage tasks efficiently and integrate with all G Suite products

Sales productivity features include lead management, contact management, visual pipeline management. Task management includes ready-to-use e-mail templates, e-mail sync and notifications. Collaboration tools include workflow automation with integration options available

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Hubspot Sales Hub

Fully featured Sales CRM and Sales Engagement Software

4.47

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Hubspot Sales Hub

4.47
★★★★★
★★★★★
Fully featured Sales CRM and Sales Engagement Software

HubSpot sales hub is a sales service platform for sales teams which helps them to get all sales activities organized in one place. Using Hubspot sales teams can get lead notifications, automate tracking of all sales interactions. ...

It provides automated workflows for outreach, ability to create and share email templates, follow up with prospects, set up meetings with prospects, deal management and helps in tracking sales pipeline.

It uses several state-of-the-art technologies such as email sequencing, playbooks, inbox profiling, email tracking etc. to provide capabilities for sales pipeline management.

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Maximizer CRM

SALES CRM SOFTWARE - PIPELINE MANAGEMENT

4.01

Maximizer CRM Icon

Maximizer CRM

4.01
★★★★★
★★★★★
SALES CRM SOFTWARE - PIPELINE MANAGEMENT

Maximizer CRM is a comprehensive, all-in-one solution which offers simple, accessible marketing, sales and customer care service tools to small and midsize businesses. It stores all customer information in one convenient, easy-to-use workspace, easily tailored to match the sales process. ...

Maximizer CRM features sales management, marketing automation, customer service and support and business productivity tools with integration with Microsoft products such as Outlook, Word, Excel and SharePoint. The solution's marketing automation application includes integrated campaign planning, email campaigns and marketing analytics. Users can target leads and customers and use list management capabilities to search and filter customer data by pre-defined criteria.

Maximizer CRM’s sales management feature includes sales team performance monitoring with the help of measuring criteria such as close and abandonment rate. Customers and prospects can be categorized per region, time zone, products purchased and other measures.

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Sugar CRM

SugarCRM: #1 Rated Customer Relationship Management Software

3.85

Sugar CRM Icon

Sugar CRM

3.85
★★★★★
★★★★★
SugarCRM: #1 Rated Customer Relationship Management Software

SugarCRM is a customer relationship management and marketing automation platform for marketing, sales and services teams to achieve marketing automation and to collaborate across the entire customer lifecycle. ...

It primarily helps with lead management, inbound marketing, marketing analytics, sales forecasting, quote management and customer journey management. It can be deployed on the cloud or on prem.

It comes with built in automation and analytics.

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Act!

Act! CR

3.86

Act! Icon

Act!

3.86
★★★★★
★★★★★
Act! CR

Act! is a customer relationship management (CRM) solution that combines marketing automation and sales pipeline management into a single, centralized platform. It provides the ultimate toolset to build relationships, maximize engagement and drive business growth. ...

Act! teams can manage a sales pipeline, track interactions with leads and existing customers, and access email marketing tools. Also allows customer support teams to manage and sync data such as account updates and pending sales opportunities. Act! provides a shared calendar that can help improve team collaboration.

Built-in CRM features enable business growth teams to track lead sources, competitor activity, emails, and more. Its additional features include CRM and Marketing Automation, delight every customer, every time, market like a pro, win raving fans for life, focus where it counts, get organized and busy and more.

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Streak

CRM In Your Inbox | Your CRM Right Inside Gmail‎

4.54

Streak Icon

Streak

4.54
★★★★★
★★★★★
CRM In Your Inbox | Your CRM Right Inside Gmail‎

Insightly CRM and Streak are both CRM solutions but cater to different operational needs. Insightly CRM excels in large-scale integration, data import capabilities, and extensive vendor support, making it fitting for enterprises focusing on thorough customer relationship management and new market entry. On the other hand, Streak offers agile communication management with strong email channel usage, favored by smaller teams or businesses particularly in marketing needing streamlined processes and analytics integration. ...

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Zoho CRM

Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

4.15

Zoho CRM Icon

Zoho CRM

4.15
★★★★★
★★★★★
Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

Insightly CRM focuses on contact and lead management with strong data integration capabilities, catering primarily to large enterprises in IT and financial services. It offers robust email and phone support, emphasizing customer relationship enhancement. In contrast, Zoho CRM excels in engagement management and communication across various channels, with a wide array of integrations and data management features. It provides extensive 24/7 support and serves diverse industries, including computer software and marketing, appealing to a broad range of business scales. ...

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Salesforce CRM

Customer Relationship Management solution that brings companies and customers together

4.39

Salesforce CRM Icon

Salesforce CRM

4.39
★★★★★
★★★★★
Customer Relationship Management solution that brings companies and customers together

Insightly CRM is tailored for contact and workflow management, making it a strong choice for businesses seeking efficient operations in sectors like IT and financial services. With features like extensive data import and integration options, it suits large enterprises well. Salesforce CRM excels in engagement and scalability, serving a diverse user base. Its robust analytics and AI capabilities appeal to enterprises aiming for advanced insights and lead management, covering industries from software to finance. ...

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Microsoft Dynamics 365 for Sales

Sales Force Automation | Microsoft Dynamics 365

3.82

Microsoft Dynamics 365 for Sales Icon

Microsoft Dynamics 365 for Sales

3.82
★★★★★
★★★★★
Sales Force Automation | Microsoft Dynamics 365

Insightly CRM and Microsoft Dynamics 365 for Sales cater to diverse CRM needs, yet each offers distinctive strengths. Insightly CRM excels in extensive integration capabilities, making it a go-to for users needing seamless data flow across systems and strong analytics. In contrast, Microsoft Dynamics 365 for Sales shines in AI-powered features, particularly useful for users focusing on improving operational efficiency and sales strategies. Both products provide robust support options, but Insightly CRM has a broader array of communication channels. Depending on specific business and industry needs, either product could significantly enhance customer relationship management efforts. ...

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Salesflare

Intelligent sales CRM for small businesses

4.64

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Salesflare

4.64
★★★★★
★★★★★
Intelligent sales CRM for small businesses

Insightly CRM excels in supporting large enterprises across diverse industries like IT and financial services, offering robust features like integration and custom reports. Salesflare, on the other hand, caters more to small and mid-sized companies, especially in marketing and IT. It emphasizes ease of migration with AI-powered features. Insightly's 24/7 support complements its large-scale operations, whereas Salesflare's streamlined support options match its focus on efficiency and scalability. ...

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Salesforce Sales Cloud

Sales Performance Management Software

4.36

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Salesforce Sales Cloud

4.36
★★★★★
★★★★★
Sales Performance Management Software

Insightly CRM and Salesforce Sales Cloud both serve as robust CRM solutions, yet they differ in focus and application. Insightly CRM is tailored for seamless integration and efficient data handling, making it user-friendly for smaller teams and straightforward environments. In contrast, Salesforce Sales Cloud excels in expansive analytics and comprehensive support, aligning well with larger enterprises requiring detailed insights and robust assistance. Businesses seeking simplicity may prefer Insightly, while those needing extensive features and support might lean towards Salesforce. ...

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Jobnimbus CRM

JobNimbus: Simple CRM and Project Management Software

4.64

Jobnimbus CRM Icon

Jobnimbus CRM

4.64
★★★★★
★★★★★
JobNimbus: Simple CRM and Project Management Software

Jobnimbus CRM is tailored for sectors like construction with a focus on workflow and sales document management, providing extensive integration and 24/7 support. Insightly CRM serves a broader range of industries with advanced contact and lead management, excelling in data import and export capabilities. Both CRMs offer distinct advantages: Jobnimbus aligns with specialized industries emphasizing document and workflow efficiencies, while Insightly offers robust support for varied businesses seeking enhanced engagement and customer relationship management. ...

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Prophet CRM

The Outlook CRM for Sales and Marketing Professionals

4.20

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Prophet CRM

4.20
★★★★★
★★★★★
The Outlook CRM for Sales and Marketing Professionals

Insightly CRM and Prophet CRM are both capable CRM solutions, but they cater to slightly different needs. Insightly CRM shines with extensive features, robust support, and a notable user base across various industries and enterprise sizes. Prophet CRM, while smaller in scale, focuses effectively on engagement and is better suited for businesses seeking simplicity. Each CRM aligns with distinct business objectives and operational workflows, providing valuable solutions for diverse user requirements. ...

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Daylite

Combines the power of a CRM, Project Management App, and Lead Management app

4.51

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Daylite

4.51
★★★★★
★★★★★
Combines the power of a CRM, Project Management App, and Lead Management app

Insightly CRM is robust for larger enterprise needs with features suited for complex operations, while Daylite caters well to smaller teams with a focus on collaboration. Insightly supports extensive capabilities like custom reports and integrations, aligning with formal customer management workflows. Daylite emphasizes simple collaboration and ease of use, appealing to industries like legal and real estate. Insightly fits larger enterprises, while Daylite is optimal for small to medium-sized organizations. ...

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OnePageCRM

Sales CRM, Contact Management & Pipeline

4.67

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OnePageCRM

4.67
★★★★★
★★★★★
Sales CRM, Contact Management & Pipeline

Insightly CRM excels in supporting complex contact management and advanced workflow tools suitable for large enterprises, whereas OnePageCRM offers a more streamlined approach, ideal for smaller businesses or startups focused on increasing sales. Both products cater to enhancing customer relationships but differ in their depth of features and customer segment presence. Large enterprises might find Insightly's comprehensive capabilities more suitable, while OnePageCRM's simplicity could appeal to smaller-scale operations. ...

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HubSpot CRM

For Sales Leaders

4.38

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HubSpot CRM

4.38
★★★★★
★★★★★
For Sales Leaders

Insightly CRM and HubSpot CRM offer varied capabilities ideal for distinct user needs. Insightly CRM shines in workflow and engagement management, aligning with larger enterprises. HubSpot CRM excels in communication and social media management, making it a strong choice for information technology and marketing sectors. Both platforms support robust integrations and data management, but Insightly provides more extensive migration support, while HubSpot leads in analytics and reporting features. ...

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Pipedrive

Sales CRM & Pipeline Management Software

4.48

Pipedrive Icon

Pipedrive

4.48
★★★★★
★★★★★
Sales CRM & Pipeline Management Software

Insightly CRM and Pipedrive both operate in the CRM space but cater to different business needs. Insightly CRM is often chosen for its strong integration capabilities and custom reporting, making it highly suitable for large enterprises in information technology and financial services. Contrastingly, Pipedrive excels with its user-friendly interface and robust data import features, attracting larger enterprises with a focus on sales growth and marketing analytics. ...

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Hubspot Sales Hub

Fully featured Sales CRM and Sales Engagement Software

4.47

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Hubspot Sales Hub

4.47
★★★★★
★★★★★
Fully featured Sales CRM and Sales Engagement Software

Insightly CRM and Hubspot Sales Hub offer robust CRM solutions tailored to different user preferences. Insightly CRM excels in large enterprises, focusing on enhancing customer relationships with strong integrations and migration ease. Hubspot Sales Hub targets diverse industries with significant social media and communication management capabilities, prioritizing customer acquisition and ROI improvement. Both provide excellent support and customizable features, making them adaptable for various business needs. ...

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Freshsales

AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

4.69

Freshsales Icon

Freshsales

4.69
★★★★★
★★★★★
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

Insightly CRM excels in enhancing customer relationships through robust contact and lead management, making it ideal for industries like IT and financial services. Freshsales focuses on driving sales and revenue with strong engagement and communication features, resonating with software and marketing sectors. Both offer comprehensive support and integration options, but Insightly is favored by larger enterprises, while Freshsales appeals to diverse market segments. ...

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Salesboom Cloud CRM

Customizable Cloud based CRM Software

4.43

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Salesboom Cloud CRM

4.43
★★★★★
★★★★★
Customizable Cloud based CRM Software

Salesboom Cloud CRM is a customizable web-based CRM software that helps unify the strategic sales, marketing, customer service, and much more all in one user-friendly platform. It helps to increase sales and revenue and improve ROI. ...

Salesboom Cloud CRM customers benefit from the Cloud CRM Software system development to leverage the custom Cloud CRM Applications online software workflow on-demand platform to create the most customized and integrated customer-facing and back-office solutions, specific to their needs. It provides the Cloud CRM tools for customer relationship management, which helps to grow one customer at a time.

Some of Cloud CRM features include customized platform, workflow automation, website integration, document management, profile-based security and more.

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Agile CRM

Automate your sales, marketing, and service in one platform

4.30

Agile CRM Icon

Agile CRM

4.30
★★★★★
★★★★★
Automate your sales, marketing, and service in one platform

Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution. ...

Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and marketing automation, customer service, email tracking, landing pages, and social media marketing to name a few. With Agile CRM, users have a unified platform that puts all the information as well as people on a single page, streamlining their tasks, enhances communication and collaboration, and greatly improves productivity and output both at individual and collective levels.

Agile CRM centralizes real-time customer data, making it readily accessible and actionable across all teams. It supports full telephony integration alongside marketing support for sending email newsletters, social campaigns and SMS texts. Agile CRM automates web engagement with customer-conscious messages, pop ups, offers, surveys and signup forms.

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ClickUp

One app to replace tasks, docs, chat, goals, & more

4.71

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ClickUp

4.71
★★★★★
★★★★★
One app to replace tasks, docs, chat, goals, & more

ClickUp is a customizable productivity platform that replaces other workplace apps for all users and all departments in an organization. It offers docs, reminders, goals, calendars, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate. ...

ClickUp gives flexibility and control to organize everything from small teams to enterprise companies. It helps to tackle work from any angle with 15+ powerful views. Easily customized to manage any type of project, no code or add-ons required. Collaborate on product ideas, document bugs, or jot down meeting minutes with ClickUp Docs. Edit in real-time and keep everyone up-to-date with a visual knowledge base. Set goals, track progress, and manage resources more effectively with powerful reporting features along with Global Time Tracking, Time Estimates, and time Reporting.

Some of its features include creating tasks for anything in ClickUp, customized project management, viewing tasks in Google sheets, sending and receiving emails directly within ClickUp, scheduling the team and syncing in real-time with Google, Outlook and Apple. Goal tracking, time tracking and more.

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Pipeline CRM

Sales Pipeline Enablement Platform

4.38

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Pipeline CRM

4.38
★★★★★
★★★★★
Sales Pipeline Enablement Platform

Insightly CRM and Pipeline CRM cater to different operational landscapes while enhancing customer relations, automating workflows, and supporting sales management. Insightly CRM serves large enterprises with rich features like data import and custom reports, along with strong integration options, ideal for industries like IT and financial services. Meanwhile, Pipeline CRM attracts the transportation and construction sectors with straightforward capabilities in engagement and deal management, emphasizing ease of use and migration support for various scale operations. ...

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Vtiger all-in-one CRM

Provide a seamless customer experience across marketing, sales, and customer support

4.35

Vtiger all-in-one CRM Icon

Vtiger all-in-one CRM

4.35
★★★★★
★★★★★
Provide a seamless customer experience across marketing, sales, and customer support

Vtiger’s All-in-one CRM platform provides a seamless customer experience and helps to increase engagement, sell more and grow brand loyalty. It is built for enterprises looking to provide a great customer experience throughout the entire customer journey. ...

Its primary features include email marketing, customer portal, sales forecasts, workflow automation, inventory management, insights and integrations. This allows to boost revenue, increase conversion rate and efficiency, sales productivity growth, increase in CAGR and SLA fulfillment.

It provides 360 degree historical view of every contact. It supports multi channel communication. It offers marketing campaigns to attract and engage customers and also allows to measure campaign performance and profitability. It provides powerful tools to manage projects and to track inventory and services.

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Sugar CRM

SugarCRM: #1 Rated Customer Relationship Management Software

3.85

Sugar CRM Icon

Sugar CRM

3.85
★★★★★
★★★★★
SugarCRM: #1 Rated Customer Relationship Management Software

Insightly CRM excels in contact and engagement management with a focus on integration and migration, primarily serving large enterprises. Sugar CRM, while offering similar capabilities, highlights proposal management and a broader AI feature set, benefiting mid-sized businesses and manufacturing sectors. ...

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Copper

CRM Software Built for Google & G-Suite

4.50

Copper Icon

Copper

4.50
★★★★★
★★★★★
CRM Software Built for Google & G-Suite

Insightly CRM and Copper both cater to CRM needs, yet they serve differing user bases and operational requirements. Insightly CRM emphasizes larger-scale operations and complex integrations, making it ideal for big enterprises in diverse industries. Copper focuses on streamlined engagement management, appealing to smaller to mid-sized businesses, particularly in consulting and IT sectors. Both have their strengths, with Insightly excelling in customization and scalability, and Copper shining in user-friendly practices and simplified processes. ...

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workbooks.com

Workbooks | A platform to manage your business, designed and priced for the mid-market

4.36

workbooks.com Icon

workbooks.com

4.36
★★★★★
★★★★★
Workbooks | A platform to manage your business, designed and priced for the mid-market

Workbooks.com is a cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. It helps small and midsize businesses to improve their business strategies and customer services. ...

Workbooks.com provides order management and fulfillment, invoicing and supplier management through data processing, enabling organizations to differentiate against the competition and run their business smoothly. Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere.

Workbooks features include Marketing, Sales, Order processing, and Customer Service. It helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

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SAP Customer Experience

Software to understand customers and engage them while growing revenue

3.88

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SAP Customer Experience

3.88
★★★★★
★★★★★
Software to understand customers and engage them while growing revenue

SAP Customer Experience is an advanced CRM Software. The SAP Customer Experience portfolio covers every step in the customer journey process, from the first contact a customer has with a company through to when they choose to buy from it. SAP achieves this by integrating various solutions for marketing, sales, and customer relationship management. ...

SAP Customer Experience help clients build a seamless customer journey based on empathy and trust and leveraging SAP C/4HANA®, a suite of five industry-leading customer experience solutions. SAP Customer Data Cloud allows to turn anonymous visitors into loyal customers while growing the audience, building trust and personalizing customer relationships based on transparency and personal data control. SAP Marketing Cloud empowers marketers to successfully generate demand, increase lead conversions, and, ultimately, drive more sales. SAP Commerce Cloud ensures a personalized, comprehensive e-commerce experience with end-to-end commerce processes. SAP Sales Cloud enhances sales reps’ day-to-day work experience, while improving customer experiences and accelerating the buying process. SAP Service Cloud helps make service the heart of customer experience by bridging the gap between front-office engagements and back-office processes.

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Act!

Act! CR

3.86

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Act!

3.86
★★★★★
★★★★★
Act! CR

Insightly CRM focuses on comprehensive contact management, workflow automation, and integration, targeting large enterprises and mid-market users. It offers robust vendor support, particularly 24/7 support, enhancing user experience across various communication channels. In contrast, Act! emphasizes basic contact management with a strong focus on smaller businesses, providing streamlined features and support. Act! targets industries like Financial Services and Real Estate, with a preference for email and phone channels. ...

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Maximizer CRM

SALES CRM SOFTWARE - PIPELINE MANAGEMENT

4.01

Maximizer CRM Icon

Maximizer CRM

4.01
★★★★★
★★★★★
SALES CRM SOFTWARE - PIPELINE MANAGEMENT

Insightly CRM offers comprehensive capabilities in contact and workflow management, providing extensive tools for enhancing customer relationships and entering new markets. Its feature set includes robust integration and custom reporting capabilities, appealing to large enterprises across diverse industries. Maximizer CRM, meanwhile, focuses on core functions like engagement and communication management. This makes it a great option for businesses seeking to acquire customers and enhance relationships. Its streamlined operations cater to enterprises in construction and publishing, emphasizing phone support and scalability. ...

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Less Annoying CRM

Simple Contact Management for Small Business

4.78

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Less Annoying CRM

4.78
★★★★★
★★★★★
Simple Contact Management for Small Business

Less annoying is a CRM tool designed for small businesses to help manage contacts, track leads, and follow-ups. The platform helps in contact management by offering a single screen to access ...

The platform is hosted on cloud, making it easy to access information from any device without syncing or installing. Also, it automatically installs updates.

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BUSINESSNEXT '' formerly CRMNEXT ''

The #1 CRM For Banking And Insurance

4.50

BUSINESSNEXT '' formerly CRMNEXT '' Icon

BUSINESSNEXT '' formerly CRMNEXT ''

4.50
★★★★★
★★★★★
The #1 CRM For Banking And Insurance

BUSINESSNEXT is a cloud-native, platform-as-a-service universe designed to speed the digital transformation of banking, insurance, and financial organizations. BUSINESSNEXT is an AI-powered ...

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Sage CRM

Top-rated cloud financial management

4.01

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Sage CRM

4.01
★★★★★
★★★★★
Top-rated cloud financial management

Sage CRM is a cloud-based customer relationship management solution that helps businesses optimize the customer experience by offering tools to manage new and existing client relationships. It helps to enhance customer relationships and acquire customers. ...

Sage CRM accelerates response time to customer inquiries with accurate information related to project costing and pricing. It provides time and expenses tracking through mobile devices to get real-time insight on tasks completed, improve accounting processes with automated creation of customer invoices, revenue recognition entries, and budget adjustments, simplify project management and ensure accurate tracking to optimize profitability and keep projects on schedule.

Sage CRM helps to gain reliable insight where the business stands and act, understand customers better to improve customer retention and drive revenue growth, collaborate effectively to be productive and efficient, and accelerate team performance.

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Apptivo

Cloud Business Management Software Suite

4.38

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Apptivo

4.38
★★★★★
★★★★★
Cloud Business Management Software Suite

Apptivo is a Business Management Software that is used by organizations to experience the power of integrated software. It consists integrated set of apps that include CRM, Project Management, Contract Management, Email Marketing, Help Desk, Invoicing and more. It helps to improve efficiency and enhance customer relationships. ...

Apptivo integrated suite of apps is used by businesses of all sizes, ranging from just one user to thousands. It provides customizable apps for businesses to enhance collaboration and communication with the customers.

Some of its features include tracking the complete sales process and close more deals from anywhere with the online CRM software, collaborate on tasks, manage timesheets, and log expense reports, billing system to send and receive online payments from anywhere, supply chain management with vendor tracking, purchasing, and inventory and many more.

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BenchmarkONE

Sales and marketing software for small businesses and marketing agencies

4.52

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BenchmarkONE

4.52
★★★★★
★★★★★
Sales and marketing software for small businesses and marketing agencies

BenchmarkONE is an integrated marketing automation and CRM platform that aims to help users more effectively track and maintain both prospective and existing customers. It helps agencies and small business owners propel relationships into sales with all-in-one CRM and marketing automation. BenchmarkONE is designed for a wide range of businesses, including teams in advertising, consulting, hospitality, real estate and more. ...

BenchmarkONE integrated solution offers combined sales automation, marketing automation and email marketing features. With CRM, email marketing, and marketing automation tools all in one app, users can drive more business, organize contacts, boost response rates, and see their progress at a glance. BenchmarkONE’s CRM is a simple alternative to expensive, bloated sales software. BenchmarkONE’s email marketing tools integrate with CRM for data that tells a more complete story about your contacts. Picks up the slack in business processes with marketing automation. BenchmarkONE includes features to help users more effectively maintain and track both prospective and existing clients.

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Zendesk Sell

Enhance productivity, processes, and pipeline visibility for sales teams

4.33

Zendesk Sell Icon

Zendesk Sell

4.33
★★★★★
★★★★★
Enhance productivity, processes, and pipeline visibility for sales teams

Zendesk Sell is a sales CRM software designed for the sales and marketing professionals to help them enhance productivity, processes, and pipeline visibility. Some of the primary features offered ...

The software offers integrations and APIs to facilitate creation of right connection and get a wholistic view.

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GreenRope

CRM with Marketing Automation for maximum growth and efficiency

4.37

GreenRope Icon

GreenRope

4.37
★★★★★
★★★★★
CRM with Marketing Automation for maximum growth and efficiency

GreenRope is tailored for enterprises seeking robust communication management with strong integration capabilities, whereas Insightly CRM excels in contact and lead management and supports diverse business sizes with comprehensive sales tracking features. GreenRope appeals to large enterprises across various industries, while Insightly CRM is favored by IT, financial, and educational sectors due to its effective stakeholder relations and strong analytics support. Both offer 24/7 support, but they cater to different operational scales and strategic goals. ...

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Salesmate Sales CRM

Sales CRM Software for Growing Sales Teams

4.61

Salesmate Sales CRM Icon

Salesmate Sales CRM

4.61
★★★★★
★★★★★
Sales CRM Software for Growing Sales Teams

Salesmate is a sales CRM platform that enriches customer interactions, boosts sales productivity and helps win more deals. It helps to manage sales & revenue, save time and acquire new customers. ...

Salesmate is an intelligent sales CRM which helps sales reps to be more productive, increase their sales and engage deeply with their customers. Salesmate helps businesses close more deals faster.

Salesmate easily captures contacts, enrich them, track all conversations and activities, and have informed conversations with better insights, uses sales activity tracker to plan ahead, track activities and automate sales process steps. It improves on entire sales funnel by using interactive, pre-built, and customizable sales reports. These features help Salesmate in converting the team into a top-selling squad.

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