Rolldog CRM
rolldog.com
Rolldog is a Customer Relationship Management (CRM) solution, with the perks of Sales Enablement all rolled into one. Rolldog helps businesses manage their customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness. Rolldog also offers a suite of CRM-related solutions, including a Lead and Opportunity Management module designed to help companies already running a CRM to drastically improve the way they qualify, manage, score and close opportunities - all of this can be configured specifically to each business and their needs. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close’ that really sets us apart.
SalesNexus
salesnexus.com
All-in-1 Platform for CRM and Marketing Automation for Medium Sized Businesses Simplify your sales process with easy-to-handle CRM, SMS, & Email Marketing Automations. Fast & easy in one screen: designed for sales teams to handle your business processes without programmers.
GreenRope
greenrope.com
GreenRope is an all-in-one, complete CRM, marketing automation, and customer service solution designed for businesses doing big things. GreenRope combines sales, marketing, and operations into one, highly customizable software solution built for your business. GreenRope is more than software, it’s a way of doing business. We help our users break down departmental silos to create streamlined business processes. GreenRope’s CRM has all the tools and integrations you need for sales, marketing, customer service, and operations. Real power comes from an integrated approach, and that’s exactly what GreenRope offers. GreenRope includes advanced marketing automation capabilities, drag-and-drop customer journey mapping, sales force automation, customer service tools, and a tool box of other features to help manage and operate your business. GreenRope gives you control over your entire business from sales to marketing to customer service.You get a 360-degree view of your customers and a better way to manage and reach your KPIs. GreenRope is one of the only true all-in-one solutions. Everyone in your organization can use GreenRope to manage sales, boost marketing initiatives, and use data to create better customer experiences. Plus, additional users are always free. Effectively manage your sales pipeline with in-depth sales enablement tools. Customize the way you view your contacts, schedule appointments, automate follow-ups, and easily view all sales opportunities. GreenRope gives you marketing automation that's easy to set up, test, and execute. Never miss an opportunity to provide the best customer experience through personalized communication and data-driven strategies. With GreenRope, you can manage multiple channels - websites, email, mobile, social, and more - all in the same platform. We are here when you need us. Contact us 24/7 via chat, email, and more. Plus, we provide in-depth onboarding with personalized training, a certification program, and hundreds of online resources to ensure your success. GreenRope is a company built around providing exceptional value to our customers. Since we started in 2008, we have evolved from being one of the first email marketing service providers to being the first, truly Complete CRM on the market. Combining sales, marketing, and operations in to a single platform, GreenRope inspires collaboration with your clients, vendors, and employees and we live this collaborative culture, listening to people like you to build what YOU want to run your business. GreenRope's Complete CRM helps business owners, sales managers and marketers bridge the gap between departments and make data accessible throughout, so your business runs smoothly and effectively with all the information a team needs to better target and serve their leads and customers.
Upsales
upsales.com
The fastest-growing companies don't have months to implement CRM software. That's why we created Upsales. To deliver a product that creates excellent results, fast. With over 1800 customers, Upsales has developed into the fastest-growing sales and marketing platform for B2B. We help you find new leads, win more deals and grow existing customers. Key features: - Uncover upsell opportunities - Know when and where to close a deal - Sell with intelligent action plans - Get AI-based lead recommendations - Exploit connections in the corporate family tree - Set data-driven targets with AI-based accuracy - Build board-level contacts - Create forms, templates and marketing automation workflows - Master your insights with our powerful business intelligence tool
Array
buildarray.com
Array – Easy to Use Online Form Builder. Collect data using mobile IOS & Android and desktop devices. Free to try, 1000s of templates. Array empowers clients to transform static forms and manual processes into dynamic, digital interactions that ensure data quality and improve compliance. Leverage our mobile and web friendly drag-and-drop builders to create engaging and efficient workflows across stakeholders, all without writing a line of code. In the age of AI and machine learning, complete and structured data is requisite. However, many companies suffer from aging, analog or unstructured processes that compromise data integrity and make it virtually impossible to harness the power of automation. With Array, clients improve data inputs to deliver real-time visibility, pinpoint problems, enhance user experience and drive efficiency. Unlike other no-code platforms, Array supports a progression from a no-code to a low-code environment with the ability to embed platform components into existing legacy and core systems. This approach allows you to plan big but start small and remain agile as business needs change.
Atollon
atollon.com
CRM PLATFORM that will excite your customers and improve the company's performance. With Atollon, you get a platform that automates and connects all customer-related processes - from acquisition to order fulfillment, service delivery to billing. Instead of 10 separate applications, you will only need one, which will improve the overall performance of your company. With Atollon, companies will increase their productivity by an average of 15% after just three months of implementation. It is an ideal tool especially for small and medium-sized companies in the service and sales fields.
Solid Performers
solidperformers.com
Solid Performers CRM is one of the very few SAAS CRM Software which is capable of performing multiple functions which includes lead management, Lead Followup Management, Client Management, Client Followup management, Lead to Client Conversion in One Click, Proposal Management, Proforma Invoice Management, Invoice Management, Product Management, Finance Management, Project Management and many other required functions. We also provide Custom Module Creation option which enables the client to create any additional function based on the requirement of the Business on their own.
CompanyHub
companyhub.com
Along with general CRM features like contact management, sales pipeline management, quotes and product management CompanyHub is very powerful with following aspects of CRMs. Customizable for different industries Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table / field. Powerful Reporting You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables. Strong Email Automation Sales people spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads.
WaiverForever
waiverforever.com
WaiverForever is the best online waiver solution for your business. They support the customize documents tailored to your business's needs, including agreements, waivers and indemnity forms. You could turn your smartphones and tablets into waiver signing stations and signed document will automatically save in your online account securely, forever. Also, they provide intelligent searching to easily find and manage any signed waivers. WaiverForever transcends being just an electronic waiver tool—it's your ultimate business ally. They blend CRM, waiver management, customer check-in, and automated emails with customizable splash pages and themes for your waiver signing page. Streamline operations, elevate your brand, and boost profitability with WaiverForever.
Gincore
gincore.net
Gincore is a program for keeping records in the service center, which saves time, brings order to the workshop, and most importantly - increases your profit
Formester
formester.com
Formester revolutionizes online engagement with its free plan, offering a suite of tools that effortlessly elevate website interactions. Seamlessly integrate pop-ups, visually stunning, logic-driven forms, surveys, and quizzes within Webflow. This comprehensive platform eliminates the need for coding, allowing users to craft captivating digital experiences. The dynamic features cater to diverse needs, providing a perfect blend of user-friendly customization and engagement-boosting elements. Unlock the potential to grow your audience, segment leads, and enhance sales with Formester's versatile capabilities. Enjoy a seamless, interactive journey with your audience, all conveniently accessible through Formester's user-centric approach.
Poltio
poltio.com
Poltio’s no-code embeddable solutions that are responsive and white-label, enables brands/agencies to humanize product discovery and capture real time zero party data / get unbiased insights / boost ... Show More OI while creating segments and personas. Just Select the right solution such as smart survey, engaging test or product recommendation quiz / gift finder. Product quizzes not only enhance customer’s shopping but they also provide a superior experience and elevates the customer journey with guided selling.
Pega
pega.com
Pega is a powerful low-code platform that builds agility into the world’s leading organizations so they can adapt to change. Clients use our AI-powered decisioning and workflow automation to solve their most pressing business challenges – from personalizing engagement to automating service to streamlining operations. Since 1983, we’ve built our scalable and flexible architecture to help people focus on what matters most, so they can meet today’s customer demands while continuously transforming for tomorrow.
PipeRun
crmpiperun.com
PipeRun sales CRM is CRM software for managing the sales funnel. Service, Sales Management and After-Sales.
PlanPlus Online
planplusonline02.com
PlanPlusOnline is a superior productivity CRM suite that offers best in class task management combined with Group Calendaring, Contact Management, Sales Automation, and Customization to rival the best custom applications. It is based on timeless principles of effectiveness developed inside of FranklinCovey and built over decades of practical application. The Implementations focus on building a Culture of Productivity and adapts the tool to your specific organization's desired culture.
Simply C2
simplyc2.com
Simply C2 is an app-based platform that allows you to set up a customer service portal and service CRM configured for your needs, in ten minutes. It works for all types of products- in customer locations or in your service centre, Simply C2 brings customers and service providers on the same platform. * Automatic acknowledgement of complaints Enable Simply C2 for your clients and ensure all complaints are logged and automated acknowledgements sent. * 2- way chat and repair updates Your customers get messages in the language they choose. Italian, Sinhala or Bengali. You can continue to message in English. * Status Updates, Estimates, Approvals Your customer will keep getting updates on repair stages, itemizes estimates and option to pay.
Saleswah CRM
saleswah.com
Enable your sales, marketing and field support teams for growth- no matter how big or small. If your business sells to other businesses, your teams need Saleswah. Use your account across multiple platforms like web, Windows 8 desktop and Android phone. Saleswah full featured is free to try for individuals for fifteen days. Adding other users to the team requires a paid account. Key features: Sales role Nurture relationships, manage schedules, track visits, collaborate in a team. Grow sales and delight demanding customers with timely support. Saleswah helps keep your day organized by focusing on the important and the urgent. Sync your Contacts, Tasks and Appointments with your linked Google account. Move your phone contacts to CRM and get started. Log visits, take notes and even track the street address of the meeting through GPS. - Manage your end-to-end sales cycle with access to Deals, Contacts, Accounts,Tasks, Appointments, Calls. Proposals in CRM. - Collaborate with your team in real time by posting comments - Schedule and track all your appointments, tasks, and activities. Sync with Google calendar. Key Features: Service Role For a service technician on the move, Saleswah CRM for service offers the ability to attend to and close service tickets for installation, scheduled and corrective maintenance and refueling. For a wide variety of field service scenarios - for maintenance of assets such as DG sets, Chillers, Compressors, ACs etc and even software. Totally customizable and with an extremely powerful backend which allows you, the admin, the ability to configure the CRM for: - servicing any asset class - creating your own fields for sites, product specs - customizing visits forms - customizable tickets forms. All visits, like in the sales role are tracked on GPS. Can capture images and customer signatures to close tickets.
Vasion
vasion.com
Vasion enables organizations to digitize content and automate workflows to drive compliance, scalability, and accountability. With their SaaS platform, you'll give end users a seamless experience across Print, Scan/Capture, Workflows, and Content Management, with open APIs for simple third-party software integration. Organizations use Vasion to intelligently capture data from physical documents, build custom eforms, automate digital workflows, and leverage e-signatures, all with the robust security and control of enterprise content management. Vasion has the solutions to help drive efficiency, accountability, compliance, and finally deliver on the promise of digital transformation for all. Some features that set Vasion apart: 1. Intelligent Physical Capture - Convert paper-based data into actionable digital information and initiate workflows simultaneously. 2. eForm Digital Capture - Initiate digital native workflows via eForms and eliminate the need for paper whenever possible. 3. End User Print - Modernize print infrastructure by replacing servers, scripting, and GPOs with SaaS automation and self-service SaaS. 4. Workflow Automation - Deliver scalability and accountability through an enterprise-proven workflow automation engine. 5. Content Management - Ensure security and compliance with a best-in-class enterprise content management solution. 6. Output Management - Easily manage ERP/EMR initiated physical print jobs with confirmed delivery and secure release technology.
Docupace
docupace.com
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.
PersonaForce
personaforce.ai
PersonaForce SM is your AI-powered sidekick. Simply enter a job title and industry, and voila! You'll have a complete B2B buyer persona.
WIIN.io
wiin.io
Deploy your online portal simply, collect any type of information step by step and analyze it collaboratively. * Present: Reach your target audience by promoting your actions and initiatives on a modern online portal that reflects your image. * Collect: Collect online submissions in whatever format you need. Design a single information workflow and centralize all your needs. * Collaborate: Alone or as a team, automate repetitive tasks and improve your programs with time-saving flexible tools. * Review: Coordinate the evaluation of the information you've collected quickly and fairly, from anywhere. * Analyze: View and analyze the requests, information or applications you collect with your WIIN.io platform at any time.
QuickForm
quickform.app
Easily create, distribute and review responses to bespoke forms that are built to mould around you and your business. QuickForm is an online data collection tool built with everyone in mind. A simple, yet powerful platform that has you up and running in minutes, we remove the complications that make the average user shy away from the complexities of other form builders. Whether you are looking for a solution to digitalise your paper forms, looking to test your students or staff, deliver training or survey your customers, QuickForm does it all.
Powform
powform.com
Powform – Your Ultimate Form Building Solution! Powform revolutionises the way you create, manage, and analyze forms for your business. Say goodbye to cumbersome form-building processes and hello to intuitive, powerful tools designed to streamline your workflow. Whether you're collecting customer feedback, processing orders, or conducting surveys, Powform empowers you to create professional, customised forms with ease. With Powform, you have access to a wide range of features tailored to meet your business needs. Its drag-and-drop form builder allows you to effortlessly design forms that reflect your brand identity. Choose from a variety of form elements, including text fields, checkboxes, dropdown menus, signatures, formulas and more, to create forms that capture the information you need. But Powform is more than just a form builder. They understand the importance of data security and compliance, which is why we offer robust encryption and privacy features to safeguard your sensitive information. Rest assured that your data is protected every step of the way. One of Powform's standout features is its advanced analytics capabilities. Gain valuable insights into form submissions with real-time analytics and reporting tools. Track trends, identify patterns, and make data-driven decisions to optimise your business processes. Whether you're a small startup or a large enterprise, Powform scales to meet your needs. Its flexible pricing plans cater to businesses of all sizes, ensuring that you get the most value out of its platform. In today's fast-paced digital landscape, efficiency is key. With Powform, you can streamline your form-building process, improve data collection accuracy, and make informed decisions that drive business growth. Experience the power of Powform today and take your business to new heights!
FormN Go
formngo.com
Online platform for creating customizable forms for various purposes such as customer feedback. It is an online platform that offers customizable forms for various purposes such as customer feedback, marketing data collection, lead generation, healthcare data collection, HR forms, and more. It provides ways to gather and analyze data, and reducing errors.
Formclick
formclick.io
Formclick is a one-stop solution for your workplace. Formclick helps you to automate your workflow and alleviate your tasks. Create forms, upload files, reports, images, videos, download and share them with your peers.
ActiveCalculator
activecalculator.com
Transform your WordPress site into a dynamic hub of customer engagement with ActiveCalculator! This robust and intuitive calculator plugin is crafted for businesses aiming to offer their clients a seamless way to estimate costs, savings, and other crucial metrics right on their website. * Branding Consistency: With ActiveCalculator, you’re not just adding functionality; you’re enhancing your brand. Customize the design of your calculators to match your website’s style and maintain a cohesive brand image across every page. * Multi-Platform Compatibility: Whether your customers are on desktops, tablets, or mobile devices, ActiveCalculator’s responsive design ensures that everyone has a flawless experience. * Insightful Analytics: Keep track of how visitors interact with your calculators and gain valuable insights into their preferences, driving informed business decisions. * Lead Generation: Convert casual site visitors into leads. ActiveCalculator doubles as a lead capture tool, letting you collect contact information seamlessly as part of the calculation process.
FillFaster
fillfaster.com
FillFaster is a digital platform that allows you to easily share PDF forms and collect digital signatures. offers API and no-code tool integrations to help you automate and streamline your workflows.
Under.io
under.io
Under.io ~ Combine your sales and underwriting tools for a seamless merchant onboarding experience. Gather, verify, and export customer data easily. Create more customers with online forms, eSignatures, signer attachments, and underwriting tools built for sales teams on the move. Under.io will provide templates to get you and your team up and running within minutes. Start with lead and contact forms or utilize full merchant processing applications with mapped PDFs. Create a free account, upload your logos, and start creating more customers. Onboarding tools loved by sales, operations, and underwriting teams.
Wispform
wispform.com
Wispform is the simplest form builder for creating beautiful forms, surveys and quizzes. It also offers advanced capabilities like custom branding, logic jump, payment integration and much more. Users can expect to come in and have a beautiful, conversational form within a few minutes.
Form.io
form.io
Build forms and APIs in a drag and drop interface so that developers are freed from the time-consuming steps in the form-building and API process. Deploy the data management platform in your environment via a Docker container that connects to cloud, legacy, and third-party systems to establish a holistic data fabric strategy so your data is always at your fingertips. Build web and mobile applications in half the time at half the cost without coding, without the learning curve, and without previous experience. Let developers maintain control of their back-end logic while providing them with real-time communication and a platform that’s fully integrated.
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