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workbooks.com: Reviews, Testimonials and Expert Opinions

4.36 5
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Workbooks | A platform to manage your business, designed and priced for the mid-market

Top 40 workbooks.com Alternatives

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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Suitecrm

Opensource CRM for businesses

4.23 ★

Suitecrm Icon

Suitecrm

4.23
★★★★★
★★★★★
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.

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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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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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Spotler CRM

The CRM That Grows With Your Business

4.42 ★

Spotler CRM Icon

Spotler CRM

4.42
★★★★★
★★★★★
The CRM That Grows With Your Business

"The CRM system not only allows us to keep co-ordinated but we are also able to gain an advanced insight into the data we possess and we are able to create reports through the CRM in seconds, which is a huge step forward for us. " - Matt Jessop

Netsuite CRM

You can also create and update core NetSuite records from Oracle Eloqua. #### Bi-directionally connect NetSuite CRM and Oracle Eloqua in minutes.

3.60 ★

Netsuite CRM Icon

Netsuite CRM

3.60
★★★★★
★★★★★
You can also create and update core NetSuite records from Oracle Eloqua. #### Bi-directionally connect NetSuite CRM and Oracle Eloqua in minutes.

NetSuite CRM software is a cloud solution that delivers a real-time, 360-degree view of the customers. It helps to increase sales and revenue and acquire customers. NetSuite CRM provides ...

Key features of NetSuite CRM include streamlining lead-to-cash processes, elevates productivity across the organization with a 360-degree view of customers, manages global sales and services organizations, and improves sales performance through forecasting, upsell and commission management and more.

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Commence

Customer Relationship Management (CRM) Software

4.62 ★

Commence Icon

Commence

4.62
★★★★★
★★★★★
Customer Relationship Management (CRM) Software

Commence is a cloud-based customer relationship management(CRM) solution that caters to small businesses and helps them to manage communication with existing and potential customers. It helps customers enhance sales by automating sales and customer relationship management. ...

Commence offers various software technologies for the front office business processes, and specializes in cloud-based customer relationship management and business process automation software. It has a streamlined onboarding process, enables businesses to strike just the right balance, and supports a powerful dashboard that provides a snapshot of activities throughout the organization.

Commence provides a full set of tools that encompass contact management, lead management, sales opportunity management, activity management, marketing campaign management, customer service, project management, and more. The seamless ecosystem allows insight into every customer and leads interaction across the organization with powerful analytics and reporting features.

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Mothernode CRM

Scalable CRM solutions to grow with business

4.66 ★

Mothernode CRM Icon

Mothernode CRM

4.66
★★★★★
★★★★★
Scalable CRM solutions to grow with business

Mothernode CRM is a CRM Software. Mothernode CRM is a leading customer management service created to provide businesses with a cutting edge platform to better manage their company and customers. ...

Mothernode CRM helps businesses save time and money by allowing all users to share information such as emails, documents, notes, tasks, calendars and more, across all departments, in real-time. Mothernode improves collaboration, increases productivity and reduces redundancy.

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Apptivo

Cloud Business Management Software Suite

4.38 ★

Apptivo Icon

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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Vtiger Sales CRM

Vtiger CRM | Sell. Effortlessly, Close more deals, boost sales team productivity, and reduce time to make a sale

4.67 ★

Vtiger Sales CRM Icon

Vtiger Sales CRM

4.67
★★★★★
★★★★★
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.

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X2CRM

X2CRM - ONE PLATFORM,UNIFIED MODULES, COMPLETE CONTROL.

4.00 ★

X2CRM Icon

X2CRM

4.00
★★★★★
★★★★★
X2CRM - ONE PLATFORM,UNIFIED MODULES, COMPLETE CONTROL.

SalesNOW

The Mobile & Online CRM to Know the Customers Inside and Out

4.54 ★

SalesNOW Icon

SalesNOW

4.54
★★★★★
★★★★★
The Mobile & Online CRM to Know the Customers Inside and Out

workbooks.com and SalesNOW offer CRM solutions with differing strengths tailored to various business needs. workbooks.com excels in a broader range of CRM capabilities such as lead tracking and campaign management, supported by strong customer relationship features. It serves large enterprises across industries like Financial Services and Computer Software, reflecting its alignment with complex operational environments. SalesNOW, on the other hand, delivers focused CRM functions suited to industries such as Construction and Manufacturing, with particular strength in mobile accessibility and 24/7 support, catering ideally to mid-sized enterprises. ...

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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 and workbooks.com both cater to CRM needs, yet each has its own niche. Dynamics 365 excels in integration, data import, and custom reporting, fitting well with large enterprises and IT services. Alternatively, workbooks.com offers robust support and serves financial services and non-profits well, benefiting smaller enterprises with its focused features on sales document management and CRM essentials. ...

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Funnel CRM

Best CRM software for growing teams

4.41 ★

Funnel CRM Icon

Funnel CRM

4.41
★★★★★
★★★★★
Best CRM software for growing teams

Funnel CRM is a CRM solution for small businesses and startups and can be used in industries such as Real Estate, Agencies, Freelancing, Personal Trainers and Service Professionals and more such. The CRM software helps in tracking leads and managing follow-ups. ...

Funnel CRM includes a form builder that helps create contact forms. The form submissions are stored in a sales funnel, which is a dedicated workspace to store Customer information, instead of an Inbox. The customer database in the sales funnel is kept updated through the contact forms, providing visibility into customer details, including when the messages have been viewed by the customer.

Funnel CRM provides the option of using a special email address if contact forms are not preferred for capturing lead information. The software also includes Proposal templates and supports multiple currencies.

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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

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.

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HubSpot CRM

For Sales Leaders

4.38 ★

HubSpot CRM Icon

HubSpot CRM

4.38
★★★★★
★★★★★
For Sales Leaders

HubSpot a free CRM platform with full suite of sales productivity tools to sell more in an efficient manner. It provides full visibility to sales pipeline in real-time. It benefits sales leaders, sales reps, marketers, customer service teams, operations team, and business owners. It helps to acquire customers, manage customer relationships and increase sales and revenue. ...

HubSpot CRM provides near real-time view of sales pipeline in a easy-to-use visual dashboard. It helps sales leaders manage performance of their team members, get visibility on quota attainment, and provides all performance data to coach the sales team members. It enables sales and marketing teams with tools to increase productivity and get all the tracking, reporting, and third-party integrations required with less work and remove friction from the sales process.

Some of its features include email tracking and notifications, email templates and scheduling, Gmail and Outlook integration, meeting scheduling, company insights, contact management, and many more.

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Salesforce Sales Cloud

Sales Performance Management Software

4.36 ★

Salesforce Sales Cloud Icon

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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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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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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Hubspot Sales Hub

Fully featured Sales CRM and Sales Engagement Software

4.47 ★

Hubspot Sales Hub Icon

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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Insightly CRM

CRM Software for Gmail, G Suite and Outlook.

4.15 ★

Insightly CRM Icon

Insightly CRM

4.15
★★★★★
★★★★★
CRM Software for Gmail, G Suite and Outlook.

Insightly is a customer relationship management (CRM) tool designed for marketing, Sales, and Project Management professionals to assist in complex sales and marketing campaigns. The platform ...

The software provides Gmail and Outlook plugins, and tools that helps to integrate with other systems. The marketing campaign effectiveness can be measured using segmenting and speaking with the audiences, sharing content on every interaction and utilizing the customizable dashboard. The business processes can be streamlined further with the help of custom objects and apps.

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Freshsales

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

4.69 ★

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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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Salesboom Cloud CRM

Customizable Cloud based CRM Software

4.43 ★

Salesboom Cloud CRM Icon

Salesboom Cloud CRM

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

Workbooks.com offers strong capabilities in proposal management and engagement, tailored for large enterprises and financial sectors. Its rich integration options support complex workflows, appealing to users prioritizing internal communications and ROI. Salesboom Cloud CRM is ideal for contact and workflow management, with robust analytics for enhancing client relations in smaller businesses. The extensive support options cater to real estate and transportation industries needing collaborative features. ...

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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 ★

Pipeline CRM Icon

Pipeline CRM

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

Pipeline CRM and workbooks.com both target the CRM space but have distinct strengths catering to varied industry needs. Pipeline CRM offers comprehensive engagement and lead management, with robust integration options appealing to large enterprises in construction and transport sectors. In contrast, workbooks.com excels in document and campaign management, favoring industries like financial services, through its streamlined processes and strong analytics capabilities. Consider your company's operational scale and industry to select the optimal solution. ...

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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 all-in-one CRM and workbooks.com both offer robust CRM capabilities suited for different business needs. Vtiger excels in opportunity and campaign management, supporting enterprises in increasing sales and streamlining operations. It is favored by larger enterprises, particularly in IT and marketing sectors. Workbooks.com focuses more on lead tracking and customer engagement, appealing to industries such as financial services and non-profits. Its features like AI integration are noteworthy for firms aiming to enhance customer relationships efficiently. ...

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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

Sugar CRM is geared towards large enterprises with its extensive integration features and support for operational scaling, while Workbooks.com attracts a diverse user base with strong data import capabilities and robust 24/7 support. Sugar CRM's strength lies in its analytics and custom reporting, appealing to industries like IT and financial services. Workbooks.com provides powerful data export and ease of migration, serving various sectors including financial services and non-profits. ...

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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 excels in integration and handling large scale enterprise needs with strong data import features. Workbooks.com shines in custom report creation and support options, suitable for enterprises seeking detailed analytics and extensive support. ...

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SAP Customer Experience

Software to understand customers and engage them while growing revenue

3.88 ★

SAP Customer Experience Icon

SAP Customer Experience

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

SAP Customer Experience and workbooks.com, both CRM solutions, cater to enhancing customer engagement and sales management. SAP excels in integration and supports mid-market and corporate sectors, emphasizing analytics and AI-powered functionalities for customer relationship enhancement. Workbooks.com focuses on custom reporting and lead tracking, with a significant presence in large enterprises and financial services. Both platforms offer comprehensive support services, though SAP leans towards continuous accessibility while workbooks.com highlights diverse communication channels. ...

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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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Maximizer CRM

SALES CRM SOFTWARE - PIPELINE MANAGEMENT

4.01 ★

Maximizer CRM Icon

Maximizer CRM

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

Maximizer CRM and workbooks.com cater to varied CRM needs, focusing on different business requirements. Maximizer CRM excels in big enterprises and construction with strong support for data operations, making it suitable for industries requiring comprehensive customer management. Workbooks.com shines with advanced reporting and lead tracking, appealing to financial services and software industries due to its optimized proposal and quote management capabilities. Both offer robust support, yet subtle differences make each uniquely fitting for certain sectors. ...

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Less Annoying CRM

Simple Contact Management for Small Business

4.78 ★

Less Annoying CRM Icon

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 ★

Sage CRM Icon

Sage CRM

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

Sage CRM focuses on document and workflow management, catering to enterprises with robust vendor support and integration features. Workbooks.com excels in proposal and quote management, with strong analytics and AI capabilities, serving diverse industries such as finance and nonprofits. ...

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Apptivo

Cloud Business Management Software Suite

4.38 ★

Apptivo Icon

Apptivo

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

Apptivo and Workbooks.com excel in the CRM space with distinct capabilities tailored to diverse operational needs. Apptivo focuses on helpdesk and workflow management, appealing to industries like publishing and research. In contrast, Workbooks.com emphasizes lead tracking and campaign management, ideal for computer software and financial services. Both products enhance customer relationships and offer robust support channels, catering to a wide range of business sizes and industries. ...

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BenchmarkONE

Sales and marketing software for small businesses and marketing agencies

4.52 ★

BenchmarkONE Icon

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 a CRM that includes Marketing Automation platform that provides powerful and easy to use marketing automation, email marketing, and social media integration. It helps to increase sales and revenue and acquire customers. ...

GreenRope is the all-in-one CRM that accelerates growth by increasing awareness, generating leads, and driving conversions. Users can leverage advanced automation, predictive analytics, and artificial intelligence (AI) with an intuitive, easy-to-use interface.

GreenRope's features are built to help communicate with leads and clients. Some of the tools that help to engage the contacts include GreenRope’s Marketing that helps to bring omnichannel experiences to leads and customers right from email marketing and lead nurturing to websites, landing pages, social media management, and more. Its sales software has the tools needed to develop stronger relationships with leads and clients and most importantly, close more deals. GreenRope’s Operations help to run and manage a business while bringing in the components required from sales and marketing. It provides marketing and sales personnel the additional data they need to bring in leads and convert them into loyal customers.

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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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