Copper
prosperworks.com
Copper is the only client and project management tool that's a Recommended for Google Workspace app. Connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ service businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources.
Zoho CRM Plus
zoho.com
Zoho CRM Plus is a unified CX platform that empowers your sales, marketing, and support teams to work as one, on a single interface.
Missive
missiveapp.com
Missive was launched in 2015 from Quebec City, Canada. It is currently composed of 3 co-founders and 2 employees. Missive is an app that brings team inboxes and chat under a single roof. It was built with collaboration in mind to centralize your team's communication. Among its many features, Missive offers four key ones: - Team Inboxes. - Internal Team Chat. - Rules to automate workflows. - Integrations.
ProofHub
proofhub.com
Founded in the year 2012, ProofHub is a cloud-based project management and team collaboration platform that is used by teams across the globe. ProofHub is a top-rated work management application that has been designed to help teams in everyday work and is used by over 85,000 teams globally, including Netflix, Google, NASA, Nike, and Trip Advisor. ProofHub is a surprisingly simple yet powerful project management software that provides a consolidated view of tasks and progress. This project management software allows teams to communicate on work from anywhere using any device. With a rich set of features put in one location, this online SaaS tool is designed to help businesses swiftly plan, coordinate, organise, and deliver projects of all sizes. ProofHub is a cost-effective solution utilized by teams and enterprises of all sizes in various sectors. ProofHub can help businesses structure their work process while saving time and resources, with features ranging from task management to time tracking, bespoke workflows to online proofing, and much more. ProofHub offers a plethora of collaboration features such as chat, discussions, announcements, third-party integrations, file transfer, and more. ProofHub has a clean, simple layout with a low learning curve that makes users feel right at home. Apart from English, ProofHub is available in German, Spanish, Portuguese, French, Russian, Italian, Dutch, Chinese (Taiwan), Turkish, and Polish. ProofHub is a cost-effective solution that can be utilized by teams and enterprises in various sectors. ProofHub provides all the features you need to get your work done efficiently, from creating a project to assigning tasks, keeping track of progress, interacting with your team, and ultimately completing your projects on time.
Moxo
moxo.com
Streamline external projects with customers, vendors, and partners. With Moxo, accelerate workflows from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more. Moxo powers project workspaces across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.
Gitter
gitter.im
Gitter is an open-source instant messaging and chat room system for developers and users of GitLab and GitHub repositories. Gitter is provided as software-as-a-service, with a free option providing all basic features and the ability to create a single private chat room, and paid subscription options for individuals and organisations, which allows them to create arbitrary numbers of private chat rooms. Individual chat rooms can be created for individual git repositories on GitHub. Chatroom privacy follows the privacy settings of the associated GitHub repository: thus, a chatroom for a private (i.e. members-only) GitHub repository is also private to those with access to the repository. A graphical badge linking to the chat room can then be placed in the git repository's README file, bringing it to the attention of all users and developers of the project. Users can chat in the chat rooms, or access private chat rooms for repositories they have access to, by logging into Gitter via GitHub (which does not involve sharing the user's GitHub password with Gitter). Gitter is similar to Slack. Like Slack, it automatically logs all messages in the cloud.
Speakap
speakap.com
Speakap provides branded communication platforms that enable companies to have structured dialogue with their frontline staff, to support and inform their deskless workers from anywhere at any time. The solution, available on both mobile and desktop, connects workforces and empowers employees to provide optimal customer experiences. From messaging and news items to private groups and events, Speakap provides businesses the opportunity to deliver relevant and timely content to their workforces and supports both business growth and employee retention. Founded in 2011, Speakap has partnered with more than 400 organizations around the globe across various industries - such as hospitality, retail, manufacturing, and more - and has locations in New York, London, Amsterdam, Barcelona, Cologne, and Brussels.
SaleSmartly
salesmartly.com
Omni-channel Customer Communication Platform, integrating Live Chat, WhatsApp, Facebook Messenger, Instagram, Telegram, Line, Email, WeChat. All the features to help you provide faster and better support: * Centralize all your multi-channel messages in one place - Seamlessly engage in sales, marketing, or service through Live Chat, Messenger, WhatsApp, Telegram, Instagram, Line, Email, WeChat, and more, ensuring a unified customer experience. * Complete customer support in seconds, not hours - Reduce response times and increase efficiency by eliminating repetitive tasks with our built-in automation. Work smarter, not harder, so you can focus on growing your business. * Shared chat allows teams to collaborate efficiently with discipline and planning - Consolidate all messaging channels into one backend and collaborate efficiently across teams with automated chat distribution and internal session distribution. * Efficiently and conveniently segment, track and analyze your customers in one place - Create contact databases, access complete contact activity history, browsing history and synchronize your data with your information system. * Keeping track of key indicators and trends - Multi-dimensional visual metrics clearly show connections between query types, channels, customers, products, sales, and more. Make data easy to measure and share to help you develop business plans. * Speak the client's language, even if it's not your native language - Our real-time translations enable you to communicate confidently with your clients and tap into international markets.
Planfix
planfix.com
The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. Flexible access settings allow users to view only the information they need to remain productive at work, while managers can view the entire business process. No programming is needed to configure and control various business processes within a company. The platform offers a wide range of powerful features, including project management, client accounting, task management, online Gantt charts, email integration, calendars, event chronicles in real time, analytics and reporting, connecting external users, linking accounts, and much more. Whether you’re a newbie or a tech-savvy user, Planfix will be a perfect fit. Experienced users will find features in Planfix that aren’t available in other services and systems. These features include extensive customization, advanced automation of complex business processes, and flexible project building. Alternatively, ready-to-use configurations and automated procedures facilitate onboarding and implementation. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.
Stackfield
stackfield.com
Stackfield is an All-in-One Collaboration Tool from Germany with all the features teams need to work together: Task and project management, video conferencing, team chat, collaborative work on documents and more. Stackfield is not only DSGVO compliant, but meets the highest privacy and data security standards. All data is stored in Germany, access outside the EU is not possible. In addition, Stackfield is the only provider that protects all project management and entire workflows with end-to-end encryption. Thus, no one can see the contents of chat messages, tasks or files - not even the employees of Stackfield. Over 10,000 companies use the All-in-One Collaboration Tool to manage their projects, communicate better as a team, and achieve their goals.
Kylas
kylas.io
Kylas Sales CRM helps growing businesses streamline sales efforts. It is intuitive & has a full stack of features. Try free for 15 days!
Refrens
refrens.com
Refrens ABC is the simplest way to capture, manage, track, and convert leads in one place. 1. Capture leads automatically with lead capture & website contact forms 2. Manage leads across multiples sales pipelines 3. Assign right leads to right sales executives & track their activity 4. Communicate with leads over email & WhatsApp 5. Get sales person-wise detailed reporting & future revenue potential 6. Send Quotations, Invoices, Sales Orders in a few clicks 7. And more things to simplify your sales workflow...
Pumble
pumble.com
Pumble is a free team chat app that allows teams of all sizes to collaborate. Unlike other team chat apps, Pumble is available for an unlimited number of users for free. Pumble is an online web app that works in a browser, but you can all install it on your computer or mobile phone for convenience.
Salesflare
salesflare.com
Try Salesflare, the #1 simple CRM for small businesses selling B2B. Integrate with Google & Outlook. Be fully mobile. Automate your CRM from existing data.
Accelo
accelo.com
Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.
Hive
hive.com
Hive helps teams move faster. Hive's best-in-class project management platform includes all of the tools you need and want - and if not, it will build them for you. With flexible project views and endless customizations, Hive offers project management on your terms, success guaranteed. With features like task assignment, deadline tracking, and real-time communication, Hive helps thousands of teams all over the world get their work done more efficiently and on time. Use the mobile app to easily view projects, comment on tasks, message teammates, and manage your to-do list. Key features: - Direct & ongoing sync with the desktop app - Create tasks and projects on-the-go - Direct and group chat for ease of communication - Attachments that allow files to be uploaded directly from your phone - Ability to comment and tag teammates directly on action cards - Customize your work experience across your projects Hive is used by thousands of fast-moving teams to help with: - Project management - Integrating tools - Resourcing - Time-Tracking - Proofing and approvals - Note Taking - Task management - Reporting and analytics
Snov.io
snov.io
Snov.io is everything you need to grow your business! With its award-winning tools for lead generation, email verification, automated email outreach, email warm-up, and customer management, you can automate and accelerate your sales at scale.
Less Annoying CRM
lessannoyingcrm.com
Thousands of small businesses use Less Annoying CRM to manage contacts, track leads, and stay on top of follow-ups. Free customer service makes setup easy.
Happeo
happeo.com
Happeo is a next-gen intranet that helps teams manage knowledge and internal communications in one unified place. Offering a template-based page builder, as well as integrations and universal search across all company tools, Happeo is easy to use and scale for companies of any size. That's why market leaders like Doctolib, GANT, and Marqeta rely on Happeo to keep their teams informed, aligned, and productive. With adoption rates 3x industry average, Happsters are on a mission to help organizations grow in extraordinary ways.
Salesmate
salesmate.io
Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points. Salesmate is a flexible, customizable, and cost-effective solution to multiple teams in your organization. The platform solves these problems by offering built-in tools, saving cost on integrations, and high customization capabilities. The core of Salesmate is the CRM module, where sales, marketing, and success teams can manage contacts, leads, customers, subscribers, and everyday activities effortlessly. With these essentials, CRM module comes with built-in tools that front-line teams can utilize every single day like Calling, Texting, Pipeline Management, Deals, Conversations, and much more. One of the core reasons for higher sales outcomes is the ability to automate operations and save more time for selling. This is where Salesmate offers Workflows and Sequences. Workflows automate tasks like deal assignment, task assignment or date-based communication. While Sequences can put follow-ups on autopilot based on your terms and conditions. And with industry’s first AI-powered co-pilot, everyone in your sales team gets a personal assistance. ‘Sandy AI’ can book meetings, draft emails, or add notes for you. All you need to do is – just ask! We know that sales teams can only function when marketing teams generate high quality leads. That’s where Salesmate empowers marketing teams to build and execute highly personalized campaigns and reach wider audiences. Not only that, but marketing teams can also track website visitors, collect leads using forms or lead gen bots, score every lead, built marketing journeys, and send-off the finest MQLs to sales teams for higher success. Lastly, a great customer service team can truly manoeuvre retention, engagement, and revenue for the business. That’s why, Salesmate provides tools like Live Chat, Chatbots, and Shared Inboxes to deliver the finest experiences for your customers. Naturally, you need insights to predict trends, be agile, and make decisions in your growth journeys. That’s where Dashboards, Templates, Custom Reports, and Insights will offer everything you need to see what’s going on with your teams and business. From lead generation to top-notch customer experiences, Salesmate has something for everyone in your team. Salesmate has 15-day free trial, where you can explore every corner of the platform, without sharing credit card details. It’s safe, secure, and available for everyone in your team to try.
Canopy
canopytax.com
Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accounting firms. Sending proposals, accepting payments, and everything in between - without extra logins, excessive clicks, or stress. The Practice Management Suite is built to suit your firm and offers everything needed to run a modern accounting firm, including Client Management, Time & Billing, Document Management, Tax Resolution (to name a few) and the workflows and automations to make it all easier. Unlock efficiency. Unlock meaningful client relationships. Unlock easily uploaded documents, automation, faster payments, and even AI. With Canopy, you can unlock the firm you’ve always wanted. Try Canopy for free for 15 days or talk with an account executive for a customized demo.
Insightly
insightly.com
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform.
Floww.ai
floww.ai
Floww.ai is an GenAI powered software suite enabling High Velocity sales for B2C & B2B2C businesses. Floww.ai’s integrated sales platform offers Sales Execution CRM, NoCode Instant Analytics, Marketing & Workflow Automations integrated with modern communication stack. Floww.ai's advanced Generative AI tools, Sales Co-Pliot and Analytics Co-Pliot, are enabling efficient & high quality sales approaches enabled with instant analytics and indepth-insights. Majority of the CRMs are built primarily for B2B use cases and fail to accommodate effectively for B2C and B2B2C businesses. The high velocity and volume of modern B2C sales, necessitates an integrated sales platform enabling agile sales management for swiftly adapting to dynamic market environments.
Leadsales
leadsales.io
CRM for WhatsApp, Facebook and Instagram Centralize your chats in columns, automatically assign them to your sales and customer service teams
Vtiger
vtiger.com
Vtiger is a leading Cloud CRM solution architected on an industry leading Open Source Core. Trusted by over 300,000 companies to drive their core sales, marketing and support functions. Vtiger has been consistently recognised as a leader in the CRM space by top review sites. With the new Vtiger Cloud CRM V9, companies get access to AI/ML powered enterprise grade CRM capabilities at a fraction of the cost. Empower your team to deliver outstanding customer experiences across the entire customer purchase journey with Vtiger. Sign up for a no obligation 15 day free-trial to test drive the platform. Vtiger’s mission is to build software that gives customer-facing teams at small- and medium-sized businesses the ability to create fruitful and enduring relationships with customers. Vtiger CRM provides you a 360-degree view of all your customer information in one place and helps you optimize your sales, support, and marketing touch-points with real-time actions and conversational Insights. Vtiger CRM helps teams create delightful experiences across the entire customer lifecycle - AI-powered CRM and robust automation tools help sales teams to focus on the right deals and deliver growth. With Vtiger, get a unified CRM to break silos and get marketing, sales, and support on the same page with a single source of truth. Deliver exceptional customer experience and support by engaging with your customers across multiple channels. Manage your work on the go with our mobile applications for both Android and iOS.
Zulip
zulip.com
Zulip is a powerful, open source group chat application that combines the immediacy of real-time chat with the productivity benefits of threaded conversations. Zulip is used by open source projects, Fortune 500 companies, large standards bodies, and others who need a real-time chat system that allows users to easily process hundreds or thousands of messages a day.
Front
front.com
Front is the modern customer service platform that helps companies delight their customers, engage their teams, and build stronger businesses. They’ve reimagined the help desk for real-time team collaboration across every customer communication channel, then powered it up with AI and automation to resolve issues and help teams work faster. Customers get exceptional service whether they’re looking for a simple, instant answer, or personalized help on their most complex issues — and they get the analytics and insights their business needs to optimize their customer experience. Over 8,500 businesses of all shapes and sizes, from ClickUp to Branch Insurance, Echo Global Logistics to Reed & Mackay, rely on Front to deliver game-changing service that wins and retains customers for life.
Agile CRM
agilecrm.com
Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, helpdesk with a clean modern interface. With Agile CRM, SMB's can now: * Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor * Convert website visitors directly to leads in the CRM - Nurture, track and score leads automatically based on web or email activity * Enable multi channel communication with the ability to call or email or tweet to a contact from the same page * Monitor customer behavior and get real time alerts for customer activity * Manage helpdesk tickets with all of the customers history in one place * Have a detailed record of all of the customer's details and communication history in one page, sorted chronologically * See customer data from various other business apps on one page using extensive integrations
Jostle
jostle.us
Jostle’s employee success platform is where everyone connects, communicates, and celebrates at work. It’s the heartbeat of our own company and has helped employees in over 1,000 organizations easily belong and contribute, anywhere, anytime. With industry-leading participation rates, we’re putting the joy into work and the life into organizations.
Twist
twist.com
Teamwork tools like email and group-chat are disorganized, dysfunctional and distracting. Twist is a team communication app that fosters mindful communication and gives modern teams a central place to grow their knowledge base and have organized, on-topic conversations that are accessible to everyone. Twist gives teams the space to fully discuss complex ideas and projects from start to finish without making people feel like they're missing out if they don't respond immediately.
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