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Top 31 Second CRM Alternatives
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.
SalesNOW
The Mobile & Online CRM to Know the Customers Inside and Out
SalesNOW is an online and mobile customer relationship management (CRM) tool for sales representatives, sales teams, and customer support. SalesNOW gives management insight into who is doing what and how effectively sales reps are performing on the road. It also lessens the reporting burden by providing quick access to activity and sales-related graphical and excel-based data. ...
SalesNOW is a powerful and user-friendly sales force automation tool that includes contact management, business monitoring, and lead management, managed by sales teams, management, and executives. It has real-time access to customer information and the ability to stay connected with the sales teams which helps to build better relationships and help to manage the business more effectively.
Its features are - Document Management, Email Marketing, Sales Forecasting, Lead Management, Contact Management, Commission management, Customer Database, Field Sales Management, Referral Tracking, Sales Collaboration and more.
Oracle CRM On Demand
Oracle
Oracle CRM On Demand Offers broad capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. It enables organizations of all types and sizes to: get smarter, more productive and get the best value, period. It helps to streamline business processes and allows key divisions to draw references from the same source of data. ...
Oracle CRM On Demand offers an online CRM with integrated sales and marketing in the cloud. Customers can perform contextual intelligence, real-time and historic analytics, and adaptive business planning.
The suite includes customer relationship management (CRM) solutions designed to help sales, service and marketing departments make information-driven decisions and manage costs and performance. Sales applications include sales force automation, sales order management and channel management. Marketing applications include marketing automation, marketing resource management and tradeshow management. Service applications include customer service, field service, call center and self-service.
Vtiger all-in-one CRM
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.
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.
Apptivo
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.
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.
Suitecrm
Opensource CRM for businesses
Suitecrm is an Open Source CRM software that provides a 360-degree view of customers and business. It serves the needs of small to large businesses. It helps businesses to boost conversions, turn leads into customers, and drive innovation in product development and customer care. ...
It provides users with highly actionable insights on which to base critical business decisions, actions, and strategies. It engages with their potential clients and existing customers at every point of contact and optimizes all opportunities that come along. It has all the features needed to accelerate business growth and provide exceptional customer experiences.
Key features include improving sales and growth pipeline, creating engaging campaigns to send marketing content and automate marketing tasks, reports module allows users to build, generate and manage reports, dashboards, 360-degree view of customers and more.
SalesBabu CRM
SalesBabu: Customer Relationship Management(CRM)
SalesBabu CRM is an Online CRM and ERP Software designed to boost up the sales, marketing and customer services in a single system. It helps to increase sales and marketing and grow market share. ...
SalesBabu CRM software is specifically intended to target the growing and potential SME segment. It takes care of day to day business transactions, monitors sales force activities, manages quotations, etc and also provides in-depth analysis, alerts, reminders and reports. It helps in enhancing the efficiency of the sales team at all levels and enables organizations to automate all the critical business information, thus achieving a tremendous increase in business productivity and reduce costs to develop Effective Sales & Marketing and Customer Service Strategies.
Some of its features include efficient lead management, streamlined sales process, follow- management, quotations and invoices, strategic product management, enhanced automation of downstream distribution process, reduce communication gaps across all levels to make multiple CRM users for information access and many more.
FLG
Online CRM for SMEs that manage leads and automate customer touchpoints
FLG is an online CRM software that helps to manage leads and automate customer touchpoints without changing the sales process. It helps small to large enterprises manage leads and streamline communication with customers. ...
It gathers leads from any source, bulk imports, automated intelligent workflows, track contact preferences and consent, secure cloud-based SaaS platform, integrations with diallers and telephony services to save call notes and recordings, personalized follow-up sequences, contact around appointments and events, automated onboarding processes, and more. It creates personal connections with customers, keeps costs down and maximizes productivity using powerful automation tools, and gains a deeper understanding of business and learn how to improve it.
Key features include multi-channel customer contact, appointment scheduling, automated workflows, marketing automation, integrations, bulk data imports and updates, compliance management, reporting, and more.
LinxCRM
LinxCRM financial services client care software
LinxCRM is an on-premise customer relationship management (CRM) solution for financial services organizations. It's a Windows-based desktop system with secure remote access. It helps to enhance customer relationships and acquire customers. ...
LinxCRM helps to manage all the incoming commissions and alerts instantly to any underpayments which are locally written and supported. Its customization charges are as per the need and remains under control without an aggregator, franchise head office, or producer group.
Its features include mortgage finance, equipment finance, insurance, financial planning, and property management. It also includes team collaboration and planning, document management, workflow automation, marketing management, referral tools, and business reporting.
Less Annoying CRM
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.
Salesforce Sales Cloud
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.
Zoho CRM
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.
Salesforce CRM
Customer Relationship Management solution that brings companies and customers together
Salesforce CRM is a cloud-based customer relationship management (CRM) software that helps businesses connect with and get more information about their customer base. It helps marketing, sales, commerce, service and IT teams work as one from anywhere to keep the customers happy everywhere. ...
Salesforce CRM a hassle-free contact management by giving access to critical data of the customers and interaction history. It gives a complete customer picture including insights and engage-enhancement strategies. Users can use the social data of the customers for a deeper understanding of their particular behavior regarding any product or service.
Cloud-based contact management enables collaboration in the organization. Share insights and important documents to create a knowledge-sharing workplace. It traces the movement of the deals by accessing all the contact data.
Tamr
Tamr Inc.: Tamr Agile Data Unification and Management ...
Tamr is an Enterprise data mastering platform that combines machine learning-based models, rules, and human feedback to quickly and easily publish accurate, up-to-date enterprise data. It helps to improve visibility to organization's data operations and accelerates business outcomes through data-driven insights. ...
Tamr combines machine learning software with data science expertise to provide accurate analysis. Tamr combines disparate data sources across the enterprise and maps differing data schemas to create a unified view of highly variable data sets. Tamr has open API based architecture to integrate organization's data eco-system. It provides data categorization through human guided machine learning platform through active learning. It analyses data sources by applying advanced algorithms and machine learning to connect and curate attributes and records.
Flowfinity
Build and automate custom business process management applications without code
Flowfinity is a mobile marketing platform to create, automate and integrate business process applications for enterprise without coding that boost productivity, ensure data accuracy and improve team collaboration. ...
It builds robust mobile applications that transform the business with flexible, programming-free software to improve productivity, increase visibility into operations, gain an edge over competition, or delight the customers. It also automates any business process with flexible mobile applications, a built-in web portal and an automatic database back-end.
Some of its features include signature capture, offline use, cross-platform, custom data validation, on-device calculations, custom workflow and more.
HoneyBook
Client Management Software for Small Businesses
Honeybook is an all-in-one software solution that assists small and medium businesses especially in the services sector to manage projects, online proposals, contracts, invoices and all related business activities from one place. It is also accessible on mobile devices. ...
The solution provides tools for generating customizable contracts, proposals and invoices and assists in easy tracking of payments. It provides automated actions on tasks and sending out personalized messages and responses based on preset rules.
The scheduling tool facilitates quick meeting scheduling with automated, and personalized confirmations and reminders. It integrates with all the popular business applications. The single unified platform enables easy tracking of project progress, customer communications, proposal generation and tracking.
Atlatl Visual
Visual configuration allows you to show interested prospects what even the most complex products and systems would look like in real, physical space to inspire confidence and make the sale.
ATLATL Visual is a 3D Visual Product Configuration software with the ability to configure even complex products into a true-to-scale visual representation of the product in physical space, enabling customers to see what they will be purchasing. The software can be deployed in industries such as Industrial Automation, Speciality vehicles, Tech & Electrical, Material Handling and more. ...
The software features include 3D Product Configurations, Augmented Reality, bCommerce, Rules Engine and Dynamic Drawings. The 3D Product configuration tool is a rules-based guided process to visually configure, price and quote, with facility for customers to view the product in 3D in real-time.
The Augmented Reality feature enables showing custom configurations for complex products instead of explaining them, enabling a faster quote process. The bCommerce feature enables visual configuration on the customer facing website, creating a branded experience.
Onit
Enterprise Application Software to streamline business processes
Onit is an Enterprise Legal Management Software designed to help the teams to streamline operations, control costs, gain visibility into projects and reduce company risk. It helps to acquire customers and improve stakeholder relations. ...
Onit is an app builder that allows business users to drive efficiency and productivity by combining business process management, project management, and information management into one easy to use tool so the user can create their Onit apps without having to rely on IT for support.
Onit’s drives legal department efficiency, bringing in new contacts, focusing on operating the department more strategically, solving business-related problems without any support, brings in more efficient and effective processes for engagement throughout the life cycle of a client relationship.
Conga Contracts
Contracts automation for streamlined contract management
Conga Contracts is a contract management solution that administers all aspects of the contract lifecycle. It offers an innovative system that allows for contract creation using company standard agreements, negotiating in a secure online environment, and much more. ...
Conga Contracts offers an array of tools to manage contracts for various business use and requirements. This is made possible by an enterprise-grade solution that empowers contract language, mitigate risks, and develop policies. It makes drafting, negotiation, workflow and approvals, reporting, and renewal management easy for its users. Its customer-centric dashboard provides a real-time, personalized display of data and statistics.
Conga Contracts also offers the SalesConnect feature to ensure visibility over the entire contract lifecycle management process without having to leave the Salesforce environment or the CRM platform. The system provides users with compliance reports for better access across departments in the organization, helping mitigate exposures and risks.
Docsify Email Tracking
Sales Engagement platform that automates email tracking
Docsify Email Tracking is an email tracking software for all email users to help track emails and to understand the best time to communicate with the users. Docsify Email Tracking helps teams to ...
Docsify Email Tracking comes with Gmail tracking plugin to Google Chrome for tracking emails who open, click and view attachments you will receive real-time on push and email notifications.
Formstack Sign
eSignature collection for insurance
Formstack Sign is a cloud-based electronic signature solution that collects digital signatures anywhere. It simplifies document workflows with Formstack Sign. It helps small to large sized businesses collect e-signatures for document authorization, ensure privacy and access the system across multi-devices. ...
It enables users to create password protected documents that can be signed via SMS/text messages. To ensure legal compliance, the solution includes an audit trail for all documentation. It syncs with Google and Outlook to help users import contact information. Additionally, it allows users to personalize documents with custom fonts, branding and colors.
Key features include customizable templates, drag-and-drop interface, electronic file conversion, signer redirection/referral, reusable forms and more.
RMail
rmail.com - Security. Compliance. Productivity
RMail is an email extension platform for secure, compliant, and productive emails. It helps to improve internal communications and business. It can be used in conjunction with popular email platforms like Outlook and Gmail. ...
It provides users the record of every email sent, telling the delivery status, time of delivery, and exact message content. It is AES encrypted to protect sensitive emails and attachments.
Its features include open tracking, legal delivery proof, email encryption, electronic signatures, large file transfers, and much more.
Jotform
Online form builder & form creator for every business
JotForm is an online form builder that makes it easy to create robust forms and collect important data to gathering better information to power the business. It also helps to create payment forms, lead generation forms, registration forms, contact forms, application forms, and more and is used in nonprofits, educational institutions, small businesses, and enterprises. ...
It is a digital workplace productivity tool that provides a powerful ROI across the entire organization. JotForm offers integration with popular enterprise products such as Active Directory, which provides the highest industry standards to help protect the information and geolocalization to host the account almost anywhere in the world using Amazon Web Services (AWS), Google Cloud and Microsoft Azure. It also helps to meet data privacy requirements and can import the current forms from legacy environments to ensure a smooth transition with the help of the migration tool.
Some of its features include creating HIPAA Forms effortlessly, stay organized with personalized columns, collaborate to keep the team in the loop, convert the PDF to HTML Web Forms, visualize and present the data in seconds, improve the data collection, and many more.
eSCRIBE
Meeting Software - Meeting Management Software for the ...
eScribe is a Meeting management software that can be used by public sector undertakings and educational institutions for public sector boards, committees and councils looking for increased transparency and stakeholder engagement. eScribe runs on a cloud platform enabling flexibility, scalability and cost benefits. It also comes with in-built disaster recovery and Security features. ...
eScribe modules include a meeting manager that assists in meeting agendas, minutes, and action lists, tools for creating meeting related reports, meeting portals with secured, controlled access for board meetings, and an electronic voting system.
eScribe enables website access to engage stakeholders with content published and viewable on any device, providing for comments from the public before and after the meeting. It also comes with advanced streaming capabilities with its webcast module, in addition to leveraging YouTube streaming, content distribution and video storage.
