Page 6 - Top ConnectWise Home Alternatives

Method CRM

method.me

Method:CRM is the #1 rated CRM for QuickBooks Desktop and Online users with 1,300+ five-star reviews on Intuit’s apps.com. Use Method:CRM’s patented QuickBooks integration to get an instant, two-way sync for your customer information, invoices, payments, and more so that your data is always up to date! Better yet, put time back in your day as Method:CRM automates lead collection as well as your estimate and invoice creation process. With Method:CRM, your productivity skyrockets and you can say goodbye to double data entry once and for all! Method:CRM’s built-in online customer portals are designed to elevate your customer service and keep your customers coming back for more. Easily take a data-driven approach to marketing and sales with Method:CRM’s robust activity tracking and the 360-degree view you instantly get of each customer.

ClickMeeting

clickmeeting.com

ClickMeeting is a feature-rich, browser-based webinar and online meeting platform, chosen and loved by thousands of marketers, salespeople, teachers, trainers, and managers worldwide. ClickMeeting is suitable for freelancers and organizations of all types: from micro-businesses to international enterprises. It proves its worth as a multi-purpose application dedicated to managing and running various types of online events: • Online meetings – where up to 25 attendees can see, hear and talk to each other in one virtual conference room. • Live webinars – to present your content to a broader audience of up to 1000 attendees in real-time. • Automated webinars – to put your webinars on autopilot and win back your time in the process. • On-demand webinars – to let your audience watch your webinar recordings whenever they want. • Paid webinars – to sell access to your online courses and training sessions and to transform your expertise into a primary or additional source of revenue. • Huge virtual events – to scale up and stream your content to thousands of attendees with webcast technology. By choosing ClickMeeting, you don't have to worry about your and your users' data and privacy. As a European entity, ClickMeeting is required to act in accordance with GDPR - the most comprehensive catalog of information processing rules.

Butter

butter.us

Effortlessly plan, run and recap super-engaging workshops, trainings, and meetings with Butter’s built-in agenda planner, integrated collaboration tools and auto-generated recaps—all in one place.

vcita

vcita.com

vcita is enabling you to focus on growing your business, stay organized and deliver exceptional client experiences with an intuitive management platform. Automate time-consuming admin tasks like payment collection & billing, scheduling, client reminders & management - track your interactions with customers by keeping notes and viewing clients payment history from a friendly dashboard.

Creatio

creatio.com

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on their platform daily in 100 countries by thousands of clients. Genuine care for their clients and partners is a defining part of Creatio DNA. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. They help their customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Their customers enjoy the freedom to own your automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Their platform empowers knowledge workers to build applications with no-code while increasing organizational capacity. They believe in genuine care. They build sincere relationships with their clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value. Creatio is an American company headquartered in Boston, MA. They have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators. Their culture is about genuine care for their clients and partners, passion, going the extra mile and staying positive.

Avaza

avaza.com

Avaza provides an integrated suite of functionality for running your client-focused business. This includes Project Management & Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing. Each of these modules can be used together or independently to suit a wide range of businesses. Avaza is particularly useful for consulting & professional services companies that need all these functions, and enjoy having a single source of truth & powerful reporting. Avaza is built in the cloud and available on any device.

Trillian

trillian.im

Trillian is modern and secure instant messaging for people, business and healthcare For over 20 years, Trillian has been helping people stay connected. Today's Trillian brings secure (and HIPAA-compliant) messaging to healthcare professionals and businesses of all sizes. And true to our roots, if you're just looking for free instant messaging, we can help with that too!

NetHunt

nethunt.com

NetHunt is a sales automation tool that literally lives inside your Gmail and other Google Workspace apps. It helps sales teams manage leads, nurture customer relations, monitor sales progress, and close more deals. Businesses grow x5 with NetHunt CRM, check customer stories - https://nethunt.com/case-studies

eDesk

edesk.com

eDesk helps online retailers and brands deliver seriously extraordinary customer service, everywhere they sell. eDesk offers a whole suite of award-winning eCommerce tools to streamline customer support processes and reporting for faster response times to dramatically improve productivity and profitability. Its customer support software has been designed specifically to give eCommerce businesses a unified view of all customers’ queries, centralizing all their support channels, social media, webstore and marketplace messages, with its Smart Inbox. It automatically prioritizes messages based on your business needs and assigns them using role based rules, so your team can reply to customers 5x faster, build loyalty and drive repurchase. When dealing with customer queries, its AI automation suggests the best answers and translations so your agents can respond easily, and in any local language. Businesses serious about selling online can scale customer service as they expand into new markets with confidence. eDesk natively integrates with and consolidates data from over 200 marketplace, webstore, social networks, communications, and logistics channels – more than any other customer support software provider – so you can access end-to-end order information at the click of a button. eDesk is also the only customer support solution on the Amazon and Walmart developer councils, helping online retailers and brands grow their businesses through new sales channels, well-connected to their customer support tools and processes.

Sumo Logic

sumologic.com

Sumo Logic, Inc. is a cloud-based machine data analytics company focusing on security, operations and BI usecases. It provides log management and analytics services that leverage machine-generated big data to deliver real-time IT insights. Headquartered in Redwood City, California, Sumo Logic was founded in April 2010 by ArcSight veterans Kumar Saurabh and Christian Beedgen, and has received funding from Accel Partners, DFJ Growth, Greylock Partners, Institutional Venture Partners, Sequoia Capital, Sapphire Ventures, Sutter Hill Ventures, angel investor Shlomo Kramer, Battery Ventures, Tiger Global Management and Franklin Templeton. As of May 2019, the company has collected VC funding totaling $345 million.On September 17, 2020 Sumo Logic debuted on the NASDAQ stock exchange in its initial public offering as a public company.

Salesroom

salesroom.com

Experience the power of Salesroom, our AI-powered video conferencing platform. Salesroom not only tracks buyer engagement but also teaches virtual communication best practices. With real-time access to your knowledge base, Salesroom is designed to improve reps’ performance in meetings and quota attainment across the team.

SalesBoss

salesboss.ai

SalesBoss is an all-in-one sales, marketing, communications, and automation software platform for local businesses across industries, including home services, retail, automotive, real estate, professional services, and more. SalesBoss combines the power of Sales, Marketing, SMS, Email, Calls, Calendar, Webchat, Inbox, Pipeline, Reviews, Payments, Websites, Funnels, and Automation in one AI-powered solution. From lead capture and nurturing to deal closing and customer retention, Salesboss helps you manage your entire sales pipeline on one easy-to-use platform. Plus, its built-in automation capabilities save time and increase efficiency by automating repetitive tasks. Local Businesses can organize their data, generate more leads, create strong pipelines, and close more deals faster.

MoEngage

moengage.com

MoEngage is a cross-channel customer engagement platform built for marketers and product owners who value agility over cumbersome complexity. We help consumer brands adapt quickly to evolving customer expectations through real-time insights and personalized cross-channel communications. MoEngage is trusted by over 1,200 global consumer brands, including Soundcloud, Citi, McAfee, 7-Eleven, Samsung, Flipkart, Domino’s, Nestle, Deutsche Telekom, and Airtel. With offices in ten countries, MoEngage is backed by Goldman Sachs Asset Management, B Capital, Steadview Capital, Multiples Private Equity, Eight Roads, F-Prime Capital, Matrix Partners, Ventureast, and Helion Ventures. Product Description: * Cross-Channel Marketing Segment and engage with your customers in real-time via their preferred channel at their preferred time based on their actions, behavior, attributes, and preferences. MoEngage allows you to engage your customers through eleven channels across your website, email, mobile app, SMS, WhatsApp, and social media. * Customer Insights Bring your customer data into MoEngage and leverage Sherpa, our AI engine, to gain insights into customer behavior and preferences. Segment and engage customers easily from a single dashboard. Just a few clicks, and you're all set! * Web and App Personalisation Delight your website and app visitors with personalized content, offers, and recommendations based on their preferences, likes, journey stages, and lifestyle affinities. * Real-Time Transactional Alerts MoEngage Inform provides a unified infrastructure to manage critical alerts across channels and vendors with a single API.

eWay-CRM

eway-crm.com

eWay-CRM helps companies to be truly effective. We transform the well-known Outlook environment into a full-fledge CRM. Download for Free.

Scoro

scoro.com

Scoro is a comprehensive work management software specifically designed to cater to the unique needs of service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro aims to streamline and optimize the entire workflow of agencies, consultancies, and other professional service businesses, providing them with a unified platform to manage all aspects of their operations, from quote to cash. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting into a single solution, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real time, thereby enhancing productivity and ensuring timely project delivery. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability. In a world where service businesses face increasing complexity and competition, Scoro stands as a reliable ally, offering a holistic solution to optimize operations, improve profitability, and drive long-term success.

Productive

productive.io

Productive is an end-to-end project management tool that comes with an integrated Sales Pipeline, Resource Planning, and powerful Project Management features. It is made for agencies and professional service business. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services.

Ontraport

ontraport.com

Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work. For more information, visit www.ontraport.com.

Rocketlane

rocketlane.com

Rocketlane is a purpose-built platform for customer onboarding, implementation, and Professional Services Automation. Modern businesses like Clari, Mixmax, GoCardless, nCloud Integrators, etc., use Rocketlane to improve project predictability and profitability, shorten time-to-value, and elevate the customer experience.
 Rocketlane uniquely combines project management, document collaboration, and communication into one tightly-knit experience. The built-in resource management, time tracking, portfolio management, budgeting, and business intelligence help you run projects against set budgets and timelines. The platform helps you impress your customers, hold them accountable in the journey, create repeatable playbooks, forecast demand efficiently, get on-demand visibility into projects and customer sentiments, and increase the productivity of your teams.

Logz.io

logz.io

Logz.io helps cloud-native businesses monitor and secure their environment. The Logz.io Open 360TM Platform turns observability from a high-cost, low-value burden to a high-value, cost-efficient enabler of better business outcomes by combining and extending familiar, powerful and relevant Open Source capabilities across Logs, Metrics and Traces – complemented by security monitoring in the form of cloud-based SIEM. Now developers and engineers can employ an end-to-end, cloud-native observability stack built on scalable and easy-to-use Open Source using a single UI and unified agent – at a cost that anyone can afford. Unlock proactive troubleshooting, faster product delivery and a fully supported SaaS observability platform, all while compounding efficiencies in time and cost.

Coretal

coretal.co

Helping you save time, money and frustration with Coretal. Streamline your processes with the core business management platform. Coretal - coretal.co - is the innovative all-in-one platform to run your business from; including project management, invoicing, proposals, CRM, support and ticketing, calendar, scheduling and much more. We're building the go-to platform for your core business needs. Saving you time, money and stress. Always have an overview of your business with our dashboard and widgets. Boards - Flexible. Customisable. Powerful. Create, set-up and manage Boards your way. Task Boards, project Boards, Boards to track processes. Boards to manage staff. Boards for any solution, or problem. Link Boards to projects. Have independent Boards. Really the choice is yours Projects - Follow projects all in one place with briefs, tasks, timelines, time tracking, conversations, decisions, invoices, proposals and contracts together. Invoices - Send, track and get paid using our invoices feature. People - Save contacts and keep a track of your interaction and communications with them.

NeoDove

neodove.com

The only telecalling dialer and CRM you’ll ever need. A full-featured Dialer and Telecalling CRM to upgrade productivity and supercharge sales.

Gmelius

gmelius.io

Gmelius makes great teamwork happen right from your Gmail inbox. Starting with powerful shared inboxes, shared Gmail labels, visual Kanban boards, and smart workflow automations right inside Gmail, Gmelius offers a unique collaboration platform that integrates with the rest of your daily apps. Connect your favorite tools together with our unique 2-way integrations (including Slack and Trello), public API, or through Zapier. • Simplify email management • Increase transparency and accountability • Automate and optimize the distribution of your workload • Streamline your workflows and automate any grunt work Gmelius offers the leading shared inbox solution in the market and here is why: 1. Gmelius seamlessly integrates with your existing tools. Gmelius lives right in your Gmail inbox, letting your teammates work in an ecosystem they are comfortable with. You save time and money on migration, administration, and training. 2. Gmelius scales with your needs. Our unique architecture supports on a daily basis small and large organizations. Our largest customers count 8,000+ active shared inboxes and 10s of thousands of users. 3. Gmelius enforces a strict Privacy by Design model. Our headquarters are in Switzerland, Europe, and privacy has always been proactively integrated into our platform. Unlike other services, Gmelius never stores the content of your emails.

CloudCC

cloudcc.com

CloudCC offers the complete CRM platform with highly competitive pricing, features business apps covering marketing automation, sales force automation, service management, extensible platform and industry CRM solutions and more. CloudCC provides SaaS and PaaS so that you can find out a CRM solution we can do for you.

Gladly

gladly.com

Gladly is the only customer service software built around people, not tickets. AI is revolutionizing how we work and communicate. Consumer expectations of how they're known and treated by brands has never been greater. At the same time brands are under pressure to do more with less and must balance the tension between saving money with AI and automation, while still delivering world-class experiences for consumers. The right experiences create connection, loyalty and customer lifetime value. Customer service software built on tickets fails to navigate this tension. And brands who rely on ticketing software are failing in this new economy. Bloated tech stacks. Duplicate tickets. Consumer repetition and frustration. Fumbling and flustered agents. Two bad service experiences will lose a customer for life. Gladly applies AI differently, to help commerce brands deliver radically personal, concierge-level customer service at scale. With Gladly, consumers help themselves when they want and customer service agents are made into superheroes, gaining efficiency and productivity. Every conversation in Gladly starts with a real-time understanding of the customer -- who they are, their preferences, their conversation and purchase history with the brand, every interaction in one place. And with every channel built-in natively - VOICE, email, SMS, chat, social messaging, self-service – brands have one, lifelong conversation stream with their customers. Gladly's customers are the world’s most loved brands -- Allbirds, Bombas, Crate & Barrel, Deckers, Eddie Bauer, FTD, Nordstrom, REI, Ulta Beauty, and Warby Parker. These brands and hundreds more leverage Gladly to build lifelong loyal customers through deep connections.

Octadesk

octadesk.com

Turn every service into revenue From sales to after sales. From the simplest to the most complex service. The most complete and integrated platform on the market for you to turn each service into a revenue opportunity and the chance to delight your customer.

Mekari Qontak

qontak.com

Qontak by Mekari is a leading and expert provider of enterprise Omnichannel CRM technology leveraging scalable API technology. Built on a SaaS model, Qontak enables businesses to rapidly grow their sales, customer service, and operations. Our solutions empower businesses using WhatsApp & Instagram, social media, e-commerce, voice calls, KPIs, and offline activities within a unified SaaS CRM technology. With an ISO-certified technology stack, our solutions are leveraged by banks, multi-national corporations, state-owned enterprises down to SMEs alike. Qontak is a global tier 1 ranked Official WhatsApp Business API and Instagram API, partner. Accelerate your sales and customer service today.

Clientjoy

clientjoy.io

Clientjoy is an all-in-one CRM Solution and Growth Engine for Freelancers & Businesses to manage Leads, Proposals, Clients, Invoicing & Revenues in one place.

FreeAgent CRM

freeagentcrm.com

FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.

Simplicate

simplicate.com

All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing. Discover all the possibilities of Simplicate.

Retainly

retainly.app

Retainly is built to ensure that more of your customers come back to your business, time and again. It’s easy to learn and work with, which means you can execute impactful campaigns without the hassle. With Retainly, you can keep your customers engaged and build stronger, longer-lasting relationships.