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monday sales CRM: Reviews, Testimonials and Expert Opinions
(1077)The Sales CRM Software to fit the Sales Cycle
Top 30 monday sales CRM Alternatives
Karma CRM
karmaCRM | Fully customizable solution for building better customer relationships through clarity and efficiency
KarmaCRM is a fully customizable solution for building better customer relationships through clarity and efficiency. KarmaCRM is a web-based CRM software that caters primarily to small and medium-sized businesses. ...
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.
Capsule CRM
Build stronger customer relationships, make more sales and save time.
Capsule a CRM platform helps businesses stay organized, know more about the customers, build strong relationships, and to make the most of sales opportunities, all while minimizing user input. It helps to increase sales and revenue and enhance customer relationships. ...
Capsule also helps to tailor the system to meet the needs of different businesses, including custom fields, tags, and branding options. It also integrates with a range of leading small-business solutions for customer support, email marketing, document management, and accounting.
Its features include creating and managing a list of contacts, create tracks to match the business processes, easily track sales opportunities, insightful reports of sales performance, capturing the right information with custom fields to match the brand, and many more.
Vtiger Sales CRM
Vtiger CRM | Sell. Effortlessly, Close more deals, boost sales team productivity, and reduce time to make a sale
Vtiger’s sales CRM software allows the sales team to close more deals, boost team productivity and reduce time on every deal. It helps to increase conversion rate, boost revenue and grow renewal rates. ...
It features contact management, opportunity management, scheduling appointments, pre-built forecasts, automated workflows, email marketing, sales insights, reporting, collaboration and mobile apps.
It captures leads and sales enquiries from media channels, phone calls and trade fairs. It automatically assigns leads to reps based on different criteria and provides tools to pursue follow-ups. It analyses campaign performance to improve targeting and offers forecasting and deeper insights on open deals.
Eway CRM
The Best CRM Software for Outlook
Eway CRM is a Microsoft Outlook plug-in with a client-server architecture that uncovers the full potential of Microsoft Outlook. It quickly creates leads/projects from emails, also with integrated mail merges that help to manage customer relationships, track projects, and tasks and work as a team. ...
It helps to Access clients, projects, business opportunities and customer communications right from the CRM for Outlook and automatically captures the contact information and files the email. Also, helps to track post-sales activities and automatically copy all communications. It is even accessible on web browsers.
Some of its features are synchronized with the smartphone, automatic email tracking, all deals and leads in one place, integration with web forms and lead generating tools, marketing emails right inside the CRM, and so on.
WORKetc
Business Management Software, Web based CRM, Project Management and Collaboration.
WORKetc is an all-in-one cloud platform equipped with CRM, Projects, Billing, Help Desk & more. It can be used by businesses of all sizes from start-ups to large enterprises. It can also be accessed on Android and iOS mobile devices. ...
WORKetc includes tools for Sales, Support, and Project Management teams from one platform. The CRM and Sales tools include sales lead capture from web forms, assignment and tracking of leads through customized sales processes, and reporting with sales pipelines. Project management tools include the creation of complex projects with triggers and dependencies.
WORKetc includes tools for managing operations with access control, assignment of workgroups and roles for online teamwork, and more. The Management software consists of customized reports and tools for getting status, and communication tools for employee and customer interactions.
WORKetc includes a portal for easy collaboration with customers and contractors. Customers can check the status of their projects, send messages against specific projects or tasks, pay their invoices, and submit support requests. Contractors can view their assigned projects and tasks and record time spent working on those items.
NetHunt CRM
Simple, yet powerful CRM for small businesses
NetHunt CRM is a customer relationship management (CRM) software solution purpose-built to work closely with Gmail accounts and Google applications. It enables businesses to manage interactions and records directly from the inbox. ...
NetHunt CRM allows users to turn G Suite into a unified CRM hub, making it easy for users and their team to handle sales and marketing campaigns as well as customer support efforts without relying on a separate business system. It generates leads via email, chat messages and social media and provides all CRM updates through these platforms.
NetHunt features include data import, shared conversations, integration with G Suite, one-click leads capture, extensive customization, duplicates management, email templates, pipeline management, organized customer base, and more.
Claritysoft CRM
CRM Software for Customer Relationship Management
Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation, and social CRM within a single solution. It helps to enhance customer relationships and increase sales and revenue. ...
Claritysoft’s helps organizations deliver outstanding customer experiences and helps the clients do more, with intuitive technology and a strong focus on the end-user experience. Companies use the software to turn prospects into customers and customers into advocates.
CRM features help to grow the business while operating more efficiently. Some of them include managing and sharing all the accounts from one place, share and track contact information across the organization, create and send branded professional emails to customers, qualify and convert leads into accounts, contacts, and opportunities and many more.
OnePageCRM
Sales CRM, Contact Management & Pipeline
OnePageCRM has converted the complexity of CRM into a to-do list so that users can convert leads to customers, reach targets and grow their businesses. This way sales staff focus on what drives sales, not bloated software with ineffective charts and graphs. ...
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.
PlanPlus Online
A Productivity System for Leaders and High Achievers
PlanPlus Online is a Productivity Software System for Leaders to help plan, execute, and achieve goals. It is built for professionals and agents working in real estate, finance, and insurance, enhancing their productivity by fusing the highly renowned Franklin Covey business planning methodology to the web, a business practice that focuses on effectively managing time and clients. ...
PlanPlus Online combines a proven productivity engine used by over 15 million people with a powerful Customer Relationship Management system with collaboration, sales, marketing, and project management features. It carries a variety of tools that will help users cover major business management facets, ranging from sales automation, CRM, email marketing, collaboration, project management, customer support, and website integration. PlanPlus Online’s Sales Force Automation (SFA) Process Builder provides a default template that can be used or can modify it to match a specific process.
PlanPlus Online features include digital sales assistant, custom sales dashboards, custom layouts with ideal client profile, create a scalable sales system, lead management with lead scoring, personalized activities on the prioritized daily task list, and more.
Revamp CRM
Sales, Marketing & eCommerce CRM - Revamp CRM
Revamp CRM is a B2B and B2C eCommerce CRM that helps to Track Customers & Sales reps, Act to boost Sales, and built-in retention scenarios. It helps to enter a new market and increase sales and revenue. ...
Revamp CRM provides real-time sync from Shopify and integrates with data sources. It gets 360 degrees view of the customers, send and receive emails, fix and merge duplicate records, two-way tag sync, and integration with Zapier. It also helps to create customer segments, manage follow-up tasks, track revenue based on a customer tag and more.
Revamp features include unlimited contacts, drag and drop action-focused sales pipeline, contact-centric tasks view, lifetime statistics per contact, deep integration with eCommerce platforms, email tracking for opens and clicks and many more.
Daylite
Combines the power of a CRM, Project Management App, and Lead Management app
Daylite is a CRM that helps small businesses run smoother. It manages leads, clients, and projects all in one place and wins more business and get more done all with less stress. It helps to acquire customers and increase sales and revenue. ...
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.
Citrix Podio
Citrix: People-centric solutions for a better way to work - Citrix
Citrix Podio is a project management and social collaboration tool that transforms project data into one tool to align all content, conversations, and processes into one collaboration point. It enables users to create their own work spaces which can be accessed by team members in real time. It helps to improve delivery time, effectiveness and relationships. ...
It is designed to increase sharing and peer-recognition to foster great team cultures. It organizes team communication, business processes, data and content in project management workspaces. Podio’s app-building capabilities make it a good fit for smaller organizations that require a high degree of customization particularly those looking to manage multiple business processes within a single system.
Podio feature helps to consolidate content and communications into one easily searchable tool. Some of its features include file sharing, task management, apps for iOS and android will keep coordinated with the team, create custom integrations and even new apps, and more. It integrates with Dropbox, Gmail and Google Apps, Microsoft Exchange, and more, to expand functionality, and it is mobile accessible.
Citrix Platform
Everything you need for your application delivery infrastructure
Citrix Platform is an all-in-one workplace solution that supports hybrid work. The software helps boost employee productivity, by providing a unified, secure and simplified work experience on any channel, anywhere, anytime. ...
The software enables secured file sharing by providing simple processes coupled with enterprise grade security. The access to virtual desktops and Desktop as a Service helps in cases of complex workload management, where a high performance virtualization system ensures consistent access to apps and other information on any device or network.
The software makes content sharing easy and provides simple processes for creation of quick workflows. Securing applications and sensitive data is made easy by providing a centralised repository and access to apps and other content, and by providing simple and consistent security processes.
MindManager
Powerful & Flexible Mind Mapping Tool - Mindjet
"When I realized that there were no fully PMI-compliant process templates available on the web, I decided to make it my task to map these 49 processes in MindManager, and make them available to interested project management professionals.
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- Markus Kopko,
Troops
The Revenue Communications Platform to automate workflow providing real-time insights
Troops is a Salesforce automation platform for managing sales, accounts and customer services used by sales teams, account executives, customer success teams and business owners, to increase revenues. ...
It primarily helps sales teams which use Salesforce and Slack to automate workflows, providing real- time information on Salesforce information and helping improve sales performance.
The key features of Troops is celebrate, automate, integrate and collaborate. The celebrate feature provides real-time alerts, insights, and activity tracking across sales pipeline in Slack. It provides visibility into sales process on wins / losses, with no requirement for Salesforce account. It helps to keep all aligned with company's goals, celebrate and build happy teams. Automate features help to build Salesforce workflows which alert sales reps in Slack to take action. Salesforce reports can be accessed from Slack on mobile and desktop. Obtain real-time pipeline analytics with integration of Salesforce and Slack which could help in closing more deals. Account-based collaboration is possible by using 'Deal Rooms' for key accounts management.
MeisterTask
Task Management for Teams
MeisterTask is a secure task management software for teams to plan to do something and getting it done providing an overview of work in progress that enables tracking from conception to completion. It helps to manage tasks in a beautiful, customizable environment that perfectly adapts to the needs. ...
It provides an at-a-glance overview of notifications, projects and upcoming tasks in a beautiful, customizable interface. Tracks team progress visually and manage tasks effectively. Acts as a central communication hub for all related files, links and discussions. Also, manages tasks from any project, creates unlimited sections, pin unlimited tasks and organize them as preferred.
Its features include customizable project boards, email supports, file attachments, recurring tasks, automation, searchable task archive, statistics and reports, Compliance and activity exports and more.
SAP Ariba
Procurement & Supply Chain Solutions for Spend ...
SAP Ariba is a leading source-to-contract solution. This integrated solution covers sourcing, procurement and financial supply-chain solutions. Using Ariba cloud based solution, companies can achieve digital transformation from source to pay, control spending and find new sources of savings. ...
Using Ariba's solutions businesses can automate and optimize several business processes like accounts payable process, CLM, e-invoicing, procure-to-pay, source-to-pay, spend management.
eSUB Construction Software
eSUB Construction Software for Subcontractors
eSUB Construction Software is a cloud-based project management and document control software designed specifically for subcontractors in the construction industry. It is designed to enable subcontractors effortlessly and efficiently bridge the gap between field and office. ...
It creates, stores and access all construction documents and project management activities from one central location. It collects field data, manages site events, labor activities, material costs and workforce information as well as generates reports in real-time, enabling contractors to manage tasks, increase productivity and complete construction projects without a hassle. It standardizes project management processes, giving project managers the capability to smoothly and quickly enter project-related information, site events, schedules, labor activities, workforce and resources allocation, and material costs among others.
It eliminates manual processes of tracking projects and automates labor tracking and communication. eSUB creates paperless projects with one central storage for project information, photos, drawings, PDFs and any other documents that all team members access in real time. eSUB's software suite includes submittals, change orders, RFIs, daily reports, mobile app, email integration, field notes, time cards, and much more.
PandaDoc
PandaDoc - Sales Documents That Close - Proposals, Quotes ...
PandaDoc is an all-in-one document automation solution. PandaDoc allows its users to create, deliver, and share documents online and place their legally binding signatures for faster paperless transactions and processes. It can be used by any business or organization where document building, sharing and delivery are integral to operation. It is ideal for use by the sales, marketing, finance, legal and operations departments. ...
PandaDoc is built for companies looking for proposal software that helps them grow faster and supercharge their sales success. Features included are powerful CRM integration, template and contenet libraries, industry-leading analytic and eSignatures and payment processing. PandaDoc also features CPQ functionality, pricing tables, e-signatures, proposal generation, image library, and more.
PandaDoc helps to simplify processes and increase efficiency across the entire organization when integrated with existing CRM, payment, and file storage apps into a single workflow. User can create custom-made, personalized proposals in minutes and easily collaborate with others within their proposals. It is possible to share documents within the organization's departments, or defined groups of people.
Conga Collaborate
Manage sales proposals to simplify and improve team performance
Conga Collaborate is a document management software for generating automated Sales Proposals with business branding and auto-population of data ensuring accuracy and speed in response time. The software can be used across various industries such as Non-Government, Retail, Technology, Manufacturing and more. ...
Conga Collaborate helps create personalized documents from templates that can be customized to include business branding. The software enables storing of the content in a common repository enabling drag-and-drop facility for adding relevant content to documents, and collaboration in real time for modifications and approvals. It also supports sending and tracking of documents through a secure link and provides alerts on prospect reads.
The Analytics and reporting feature provides insights on deal status, content effectiveness, content usage and more. The software is provided with end-to-end support by the Conga team. It also integrates easily with the other Conga Software such as Conga Sign, Conga Composer and more, in addition to integrations with other business software.
Adobe Sign
Verifiable and secure E-signatures & digital signing software
Adobe Sign is a cloud-based e-signature service that allows the user to send, sign, track, and manage signature processes using a browser or mobile device. It helps to improve digital and social presence and ROI. ...
Adobe Sign gives a simple e-signature tool to get documents signed faster with more advanced features like form templates, bulk sending, and enterprise-grade capabilities.
It also includes capabilities like easy payment collection from customers just by filling and signing forms, receiving notification as soon as a document is viewed or signed or about to expire, sign on mobile to collect the documents remotely, and much more. It also easily integrates into the systems and applications already in use, to drive the business forward, with seamless simplicity.
Sertifi
A Leader in Frictionless Business
Sertifi is an agreement platform built for businesses to finalize their agreements securely, efficiently, and conveniently. It helps to enhance customer relationships and increase sales and revenue. ...
Sertifi helps businesses to send and collect agreements and payments by bringing it all into one secure platform. It automates business processes, saves time from performing repetitive tasks, enhances security and PCI-compliance, and provides customers an easy and convenient way to do business with the company.
Some of the features of Sertifi include ability to streamline workflow processes and improve communication, customers to sign either electronically or print, sign, and fax, audit trail, integrate with leading applications, real-time updates, and many more.
Oneflow
Contract automation - Speed up your entire contract workflow with Oneflow
Oneflow is a Contract Management Software. Oneflow is a contract builder with an integrated e-signing solution and a live document editor. With Oneflow, user can e-sign documents online securely and legally. Oneflow provides access to interactive proposals. This allows soon-to-be clients to get preview while perusing provided quote. This way, they can add more items or services to their shopping cart and see the adjusted final price automatically. ...
The key features of Oneflow include: Contract Building & Templates, Contract Analytics, Live Editing, Electronic Signatures, Role-based Dashboards, Collaborative Tools, Content Control, Signing Workflows, Signing Rights Delegation, API, Webhooks & Integrations.
CobbleStone Contract Insight
Enterprise Contract Management Software that easily scales with the evolving needs.
CobbleStone Contract Insight Enterprise Software is a contract management solution used by leading professionals and Fortune 500 companies. Invested years in industry research and development, and customer feedback, to create an award-winning platform that meets the needs and requirements of all industries including IT, Financial, Retail, Energy, Healthcare, Education, Pharma/Life Sciences, Manufacturing, and Distribution, Government, and more. It is an easy-to-navigate contract management system backed by artificial intelligence to fully optimize the organization's contracts. It helps to enhance customer relationships and improve ROI. ...
It also offers data integration with API plug-ins, leading CRM, vendor management, supply chain, ERP, and other standards-based software.
Its features enable organizations to manage contracts easily, draft sell and buy-side contracts, mitigate risk, manage compliance, receive alerts, sign documents with e-signature, and reduce contract management costs and lost productivity attributed to inefficient contract administration processes.
Contractbook
Efficient Contract Management for the modern business
Contractbook’s contract management software enables businesses to scale with future-proof contracts, by turning static contracts into a database for the entire organization and unlocking the full value of the data. ...
Create and sign effortlessly, collaborate with the team, track all the obligations in one place, and automate the entire process to achieve efficiency.
Funded by investors including Tiger Global, Bessemer Venture Partners, and Gradient Ventures, Contractbook was founded in Copenhagen in 2017 and serves over 250,000 users in over 85 countries.
Step into the new era and take control of the contracts at contractbook.com.
Proposable Proposal Software
Proposable: Proposal Software for Business
Proposable is a Proposal software for team to streamline how to create, deliver, track and eSign sales material. It helps to acquire customers and increase sales & revenue. Proposable makes it ...
Innomaint
Maintenance Management Software to manage the assets
InnoMaint is a cloud-based equipment maintenance management system that organises, tracks, and schedules maintenance activities via web and mobile applications from anywhere, at any time. It ...
Its benefits include the ability to easily transition from reactive maintenance to predictive maintenance and then to prescriptive maintenance via PPM. Schedule work orders automatically and let them unfold at the appropriate time assigned to the appropriate person. Embrace the growing trend of IoT integration to gain a competitive advantage over competitors. Switch to digital methods of maintenance management to stay up to date on maintenance status.
