Page 2 - Top Agile CRM Alternatives

Zoho SalesIQ

Zoho SalesIQ

zoho.com

Zoho SalesIQ is a customer engagement platform with live chat, website visitor tracking, and analytics capabilities that helps you know your visitors, engage them, and support your customers in real time. Loaded with all the features a customer expects and a lot more, including live visitor tracking, live chat translate, live chat, automated chat triggers, lead scoring, audio call, screen share, profanity management, chat preview, codeless bot, answer bot, chat routing, internal chat, agent mobile app, SDK for iOS and Android, and integrations with popular IM channels like Whatsapp, Instagram, FB Messenger, and Telegram. All of this in a single platform.

JustCall

JustCall

justcall.io

JustCall: The All-in-One Business Communication Platform Connect with prospects and customers across voice, SMS, email, and WhatsApp. Automate workflows with 100+ integrations and AI magic, and watch your business grow on autopilot. Trusted by 6,000+ businesses globally, JustCall equips customer-facing teams to deliver flawless customer interactions fueled by real-time and post-call AI insights. Top JustCall features to watch out for: * Inbound and outbound calling * Send and receive SMS & MMS * Sales dialer (Auto, Predictive and Power dialers) * SMS Workflows * SMS Bots * Multi-level IVR * Real-time agent assist * AI-powered SMS Copilot * AI coaching * Sentiment analysis * AI call scoring * Live call monitoring * Shared WhatsApp inbox * Automatic call distribution (ACD) * 100+ CRM integrations * Business phone numbers in 70+ countries

PandaDoc

PandaDoc

pandadoc.com

PandaDoc is American software company providing SaaS software. The platform provides sales processes software. PandaDoc is based in San Francisco, California with main offices in Minsk, Belarus and St. Petersburg, Florida. document automation software as a service with built-in electronic signatures, workflow management, a document builder, and CPQ functionality.

pdfFiller

pdfFiller

pdffiller.com

Edit PDFs, Create Forms, Collect Data, Collaborate, Sign, and Fax Documents, and so much more. And you can do it all from anywhere on any device for a fraction of the cost.

JotForm

JotForm

jotform.com

Trusted by over 20+ million users, Jotform's form builder is the easy way to create and publish online forms from any device. The company offers 10,000+ ready-made form templates, 100+ integrations to 3rd party apps, and advanced design features making it the leading online form builder for organizations all over the world. It's popularly used to create payment forms, lead generation forms, registration forms, contact forms, application forms, and more.

Adobe Acrobat Sign

Adobe Acrobat Sign

adobe.com

Get documents and forms signed. Easily. Securely. Anywhere. One place for all your PDF and e-sign work. Acrobat's got it. Transform and speed up your workflows with Acrobat Sign — Microsoft's preferred e-signature solution and the only e-sign tool that also includes the power of Adobe Acrobat in one package.

tawk.to

tawk.to

tawk.to

tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page. You can have unlimited agents and add them to unlimited sites so they could communicate with your visitors without any limitations. Your chat history is kept forever until you delete it. tawk.to makes it easy for over six million people to communicate and transact with billions of customers — no matter where they are or how they pay. Be there when they need you with unlimited messaging, ticketing, and your own Knowledge Base — all 100% FREE. tawk.to’s messaging and customer management software is easy to use across all devices and integrates with all your websites and landing pages. tawk.to offers iOS, Android, Windows and Mac OSX apps to keep you connected wherever you go. tawk.to offers 24x7-365 live support.

CallRail

CallRail

callrail.com

CallRail makes it easy for businesses of all sizes to turn more leads into better customers. CallRail is the lead intelligence platform that makes it easy for businesses of all sizes to market with confidence. Serving more than 200,000 companies worldwide, CallRail’s solutions help businesses track and attribute each lead to their marketing journey, capture and manage every call, text, chat, and form, and use real-time insights to optimize their marketing.

Rocket.Chat

Rocket.Chat

rocket.chat

Rocket.Chat - Secure collaboration for highly-regulated organizations Built for organizations that need more control over their communications, it enables collaboration between colleagues, partners, customers, communities, and even platforms without compromises on data ownership, customizations or integrations. Tens of millions of users in over 150 countries and organizations such as Deutsche Bahn, The US Navy, and Credit Suisse trust Rocket.Chat every day to keep their communications completely private and secure.

Gorgias

Gorgias

gorgias.com

Gorgias is a one-of-a-kind customer service platform specifically designed for ecommerce businesses to deliver effortless customer service at every stage of growth. Using cutting-edge automation and AI capabilities, Gorgias revolutionizes how online stores streamline the customer journey with omnichannel support, chat, Macros, Rules, support performance, and revenue statistics. Gorgias currently serves 13,000+ merchants in the ecommerce space, including Steve Madden, Glossier, BrüMate, and TUSHY. Gorgias is proud to be a certified B Corporation and is a leader in sustainable and equitable workplace practices.

Framer

Framer

framer.com

It’s prototyping made simple—no code required, browser-based, and free for everyone. High-fidelity in half the time.

Help Scout

Help Scout

helpscout.net

Help Scout is a global remote company which is a provider of help desk software and is headquartered in Boston, Massachusetts. The company provides an email-based customer support platform, knowledge base tool, and an embeddable search/contact widget for customer service professionals. Help Scout's main product (also called Help Scout) is a web-based SaaS (software as a service) HIPAA-compliant help desk.Founded in 2011, the company serves more than 10,000 customers in over 140 countries including Buffer, Basecamp, Trello, Reddit, and AngelList. In addition to its Boston location, the company has a remote workforce with over 100 employees living in more than 80 cities around the world.

Freshchat

Freshchat

freshchat.com

Freshchat (a product of Freshworks Inc.) is a conversational engagement solution that helps businesses engage with customers across multiple channels such as web chat, email, phone, and social channels like WhatsApp, Instagram, and iMessage. Freshchat also offers native AI-powered chatbots that can be easily built with a no-code builder, which helps businesses provide personalized self-service at scale. With Freshchat's journey builder and ready-made playbooks, businesses can stay ahead of their customer's needs and support them proactively whenever necessary. Freshchat also provides a comprehensive view of the customer's conversation history and other relevant information, making agents more productive and enabling them to provide personalized experiences.

Bigin

Bigin

bigin.com

Bigin is a lightweight CRM built exclusively for small businesses. It comes with an easy-to-use interface that makes managing pipelines, adding notes, updating records and scheduling follow-ups easy and helps focus on what matters most - closing more deals.

Elementor

Elementor

elementor.com

Elementor is a dynamic drag and drop website building platform. Used to create 4.6% of all the world's websites, Elementor helps web creators build stunning, comprehensive WordPress websites, without any need for code. With hundreds of widgets, integrations, website templates, and design tools, Elementor users can customize and scale their WordPress website-building process. Elementor's intuitive UI simplifies needless design complexities, resulting in beautifully designed and high-performing websites. Just as importantly, built-in pop-up forms help Elementor users create websites that convert.

LeadSquared

LeadSquared

leadsquared.com

Complete Marketing Automation and CRM software for businesses. Organize your lead capture, lead management, sales management & analytics in one platform.

DocHub

DocHub

dochub.com

DocHub empowers anyone to streamline document editing, signing, distribution as well as forms completion. DocHub is also offering a highly popular integration with Google Workspace which allow users to import, export, modify, and sign documents directly from Google apps. Launched in 2014, DocHub has been trusted by more than 83.3 million users. Real-time cloud saving and secure workflows keep over 500 million documents up-to-date and secure within a single, easy-to-use solution.

Duda

Duda

duda.co

Duda is the leading website development platform empowering digital marketing agencies and SaaS companies to build and manage their customers' digital presence. Duda’s award-winning low-code no-code platform enables agencies and SaaS companies to reach higher productivity and unprecedented growth with an extensive range of capabilities spanning ecommerce, client management, SEO, automation, and white labeling.

Typeform

Typeform

typeform.com

Typeform is the gold standard of no-code, thoughtfully designed, people-friendly forms, quizzes, surveys, and asynchronous video solutions. Create personal experiences for your customers, build brand identity and loyalty, and accelerate your growth. With over 120 existing integrations, Typeform ensures that the data you need seamlessly plugs into your workflows and allows you to communicate at scale. With enterprise- level security and bu

HoneyBook

HoneyBook

honeybook.com

HoneyBook is the centralized clientflow management platform that empowers independent businesses to deliver remarkable client experiences and operate with confidence. Core Features: - Invoices - Proposals - Online payments - Scheduling - Contact form and lead management - Branded brochures - Bookkeeping - Quickbooks integration - Automatic payment reminder - Client portal + login

NetSuite

NetSuite

netsuite.com

NetSuite Inc. was an American cloud computing company founded in 1998 with headquarters in San Mateo, California that provided software and services to manage business finances, operations, and customer relations. Its software and services were tailored for small, medium-sized and large businesses with modules for ERP, CRM, PSA and e-commerce. Oracle Corporation acquired NetSuite for approximately US$9.3 billion in November 2016. The newly formed Oracle Netsuite business unit is managed by Executive Vice President Evan Goldberg as Oracle’s Cloud ERP for small and mid-sized enterprises.

ZoomInfo

ZoomInfo

zoominfo.com

ZoomInfo (NASDAQ: ZI) is the go-to-market platform that helps businesses find, acquire, and grow their customers. ZoomInfo delivers accurate, real-time data, insights, and technology to more than 35,000 companies worldwide. Businesses use its data and platform to increase efficiency, align sales and marketing teams, and consolidate technology stacks. It is a recognized leader in data privacy, with industry-leading GDPR and CCPA compliance and numerous data security and privacy certifications. Specialties: GTM platform, GTM strategy, sales intelligence, conversation intelligence, marketing intelligence, sales engagement, contact data, intent data, lead generation, improved prospecting, business information, business contacts, account-based marketing (ABM), data accuracy, database hygiene, and data orchestration.

Outreach

Outreach

outreach.io

Outreach is the leading sales execution platform that helps market-facing teams efficiently create and predictably close more pipeline. From prospecting to deal management to forecasting, our platform leverages automation and artificial intelligence to help revenue leaders increase efficiency and effectiveness of all go-to-market activities and personnel across the revenue cycle. Outreach is the only company to offer sales engagement, revenue intelligence, and revenue operations functionalities in a unified platform. More than 5,500 companies, including Zoom, Siemens, Okta, DocuSign, and McKesson depend on Outreach to power their revenue organizations. Outreach is a privately held company based in Seattle, Washington, with offices worldwide. To learn more, please visit www.outreach.io.

Teamwork

Teamwork

teamwork.com

Teamwork.com is the only platform with best-in-class client operations combined with easy-to-use project management that teams love. Deliver work on time and on budget, eliminate client chaos, and understand profitability, all in one platform. Headquartered in Cork, Ireland and founded by a team who have run an agency before, Teamwork.com has more than 20,000 customers around the world with a global team of over 350 employees.

Five9

Five9

five9.com

The Five9 Intelligent CX Platform provides a comprehensive suite of solutions to engage with customers across their channel of choice, empower managers with insights and intelligence into contact center performance, and elevate your business to deliver better business outcomes and Bring Joy to CX™. Our cloud-native, scalable, and secure platform includes contact center; omnichannel engagement; Workforce Engagement Management; extensibility through more than 1,400 partners; and innovative, practical AI, automation, and journey analytics that are embedded as part of the platform. Five9 brings the power of people, technology, and partners to more than 2,500 organizations worldwide.

Softr Studio

Softr Studio

softr.io

Softr.io lets you create client portals and internal tools for your business in minutes, without code. It works with Airtable and Google Sheets. Join more than 90,000 teams building portals for their clients or partners, employee intranets, project management tools, dashboards, CRMs, and many more.

ActiveCampaign

ActiveCampaign

activecampaign.com

ActiveCampaign for Marketing connects every tool and channel you use in your business to engage customers at every state of the customer lifecycle. Harness data from email marketing, social media, digital advertising, and your website, to tailor personalized touchpoints with your contacts – ensuring your marketing is effective, engaging, and memorable without costing you time. We put automation to work for you so you can focus on the personal touches that set your business apart, and ensure that you haven’t missed a step with any of your customers. What are some of the things you can do with ActiveCampaign? -Automate personalized experiences across all your customer touchpoints -Track buyer preferences, behavior, and many custom attributes across the entire customer lifecycle for deeper segmentation and more effective outreach -Customize sends based on almost any parameter, so your messages are always targeted for the right audience -Use data from the entire customer lifecycle to choose the best content, send time, and delivery channel for each customer -Create entirely customized campaigns with minimal effort, then improve your send strategy in real time based on customer behaviors -Replicate the 1-1 personal experience for every customer, no matter how big your business gets

Flowlu

Flowlu

flowlu.com

Flowlu is an all-in-one business operating platform that contains all essential tools for project, task, finance and customer management. Flowlu provides you with a profound overview of everything that is going on in your company. You can track every part of your business, from time spent by your team and their workload to overall costs, and customer invoices.

Atera

Atera

atera.com

Atera’s AI-powered IT management platform enables enterprise IT teams and Managed Service Providers (MSPs) to achieve operational excellence across their organization, at any scale. Manage your entire IT operations—from remote monitoring and management (RMM), helpdesk, and ticketing to patching and automation—in a single intuitive dashboard. Streamline your operations, get real-time oversight of your IT, and boost everyday productivity across your organization. Customize your IT environment end-to-end with dozens of curated best-in-class solutions for security, backup and recovery, network monitoring, and more. Discover how AI can help you create unparalleled IT efficiency. Try Atera for free for 30 days or book a demo at: www.atera.com

ClickFunnels

ClickFunnels

clickfunnels.com

Clickfunnels is one of the world’s most popular online sales funnel platforms where users can quickly and easily create beautiful sales pages that convert visitors into leads and paying customers. No tech, design, or coding experience necessary. Hundreds of plug n’ play templates at your fingertips. Or customize your own funnels. Clickfunnels comes with training, tutorials, and smooth 3rd party app, email, and payment integration. Users have built working funnels in as little as 10 minutes!

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