Page 2 - Top Keeping Alternatives

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.

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

TeamSupport

teamsupport.com

TeamSupport is a comprehensive software solution that manages the entire post-sale customer experience, resulting in revenue growth, reduced churn and higher customer satisfaction. TeamSupport’s suite of proactive customer service software allows you to prioritize your customers by truly knowing who they are, effectively supporting them, and growing with them. TeamSupport's system helps make happier customers - which leads to more revenue for your business. TeamSupport's customer service software includes: - Support: Award-winning ticket management system - Messaging & Live Chat: Real-time digital conversations - Success: Improve customer relationships for success - Insights: Customer data & analytics

Vtiger

vtiger.com

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.

LeadDesk

leaddesk.com

LeadDesk is a cloud-based contact center software for high volume sales and customer-service. Customers range from SMB to large Enterprise customers. Other major customer industries include; media, security services, energy, telecommunication, financial services, market research, and fundraising. Our intelligent tools allow you to maximize call-efficiency and help you sell more. LeadDesk can be used stand-alone or integrated with CRM systems. Our customers boost agent productivity with highly efficient call handling, seamless VoIP/GSM/PBX connectivity, integrated contacts lists, contacts data management, and advanced monitoring and reporting. LeadDesk is cloud-based and highly scalable. Sales organizations choose LeadDesk because they close more, have no downtime, no start-up costs, and lower OPEX.

HelpCrunch

helpcrunch.com

HelpCrunch is an all-in-one customer communication platform for support, marketing, and sales. It combines a set of tools to help you grow your business: 👉 Multichannel live chat 👉 Chatbots 👉 Shared inbox 👉 Knowledge base 👉 Email marketing 👉 Popups 👉 CRM

Emplifi

emplifi.io

Emplifi is the leading unified CX platform built to bring marketing, care and commerce together to help businesses close the customer experience gap. Emplifi is a global company with over 20 years of industry expertise helping more than 20,000 brands, such as Delta Air Lines, Samsung, and Ford Motor Company, provide their customers with outstanding experiences at every touchpoint on their customer journey. Emplifi’s Social Marketing Cloud allows brands to relate, communicate, build and adapt to the dynamic world of social media. Intuitive, all In One, friendly platform Teams quickly onboard and start working with the award- winning, friendly UI and all the tools and workflows needed to plan, schedule, publish, and measure results across every social channel. Powerful listening tools measure pulse AI-powered community management and listening tools generate insights on competition, trends, influencers, followers and behaviors so marketers apply the right content to the right audience. Best- in-Class Analytics and insights Rockstar social teams prove their results with ease through deep insights that come from powerful analytics and unparalleled custom reporting to go beyond the basics to real business results. Integrated service and care across social Intuitive, no-learning curve, integrated social customer care tools help teams better help out customers as they queue, route, resolve in an instant on social media. Integrated ShopStream livestream video shopping Dazzle your clients with live video shopping experiences. Fuel your digital shopping journey to drive your customers from browsing to buying.

Trengo

trengo.com

Trengo is a comprehensive customer engagement platform designed to streamline communication across multiple channels, enhancing the customer experience and team collaboration. With a focus on efficiency and automation, Trengo enables businesses to manage customer interactions seamlessly from a single interface.

Re:amaze

reamaze.com

Re:amaze is a helpdesk and customer messaging platform designed for websites, stores, and apps. Use Re:amaze to provide exceptional customer support through live chat, email, social media, mobile SMS/MMS, VOIP, and FAQ Knowledge Bases. Businesses of all shapes and sizes also rely on Re:amaze for sales and marketing automation using features such as Re:amaze Cues (a way to automatically message online customers), Re:amaze Chatbots, Re:amaze Live Dashboard (to monitor online customer activity in real time), and send customer satisfaction surveys (to gauge service quality and gather feedback). Re:amaze offers native integrations with many popular 3rd party apps such as Slack, Shopify, BigCommerce, Stripe, MailChimp, Google (Analytics, Tag Manager, Suite), ShipStation, Klaviyo, and much more. Businesses can also use a single Re:amaze account to manage customer service for multiple businesses or stores with the Multi-Brand feature.

Spiceworks

spiceworks.com

Spiceworks is a professional network for the information technology (IT) industry that is headquartered in Austin, Texas. The company was founded in January 2006 by Scott Abel, Jay Hallberg, Greg Kattawar, and Francis Sullivan to build IT management software.Spiceworks is an online community where users can collaborate and seek advice from one another, and also engage in a marketplace to purchase IT-related services and products. The network is estimated to be used by more than six million IT professionals and 3,000 technology vendors.The company's free proprietary software is written in Ruby on Rails, and runs exclusively on Microsoft Windows. The software discovers IP-addressable devices and includes help desk functionality and an integrated knowledge base.

HelpDesk

helpdesk.com

HelpDesk is an online ticketing system suitable both for small businesses and enterprise clients. It provides easy-to-use features and an intuitive user interface that are designed to simplify your team’s efforts. HelpDesk allows you to manage all the messages from your customers in one place. You can use tags, ticket assignment and private messages to resolve customers’ issues with greater precision. It is a simple yet powerful solution that can boost your team’s productivity and save your agents’ time. HelpDesk gives you one transparent pricing plan with all the features included.

Kustomer

kustomer.com

Kustomer is the first-of-its-kind customer service CRM platform built for managing high support volume by optimizing experiences throughout the customer service journey. Kustomer helps brands quickly resolve conversations on all digital channels by automating 40% of interactions via self-service, first contact resolution with intelligent routing, and driving omnichannel experiences between customers and agents. Our open CRM platform minimizes costs by acting as a single record of truth, managing and contextualizing data to drive smarter processes that scale business. Kustomer IQ embeds AI throughout the platform to eliminate repetitive tasks, deflect easy questions, and power support experiences that satisfy customers. Today, Kustomer is the core platform of some of the leading customer service brands like Ring, Glovo, Glossier and Sweetgreen. Headquartered in NYC, Kustomer was founded in 2015 by serial entrepreneurs Brad Birnbaum and Jeremy Suriel, has raised over $174M in venture funding, and is backed by leading VCs including: Coatue, Tiger Global Management, Battery Ventures, Redpoint Ventures, Cisco Investments, Canaan Partners, Boldstart Ventures and Social Leverage.

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.

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.

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.

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.

Rasayel

rasayel.io

Rasayel is your all-in-one B2B sales platform for WhatsApp. Featuring: - Shared team inbox with 2-way messaging - No-code WhatsApp chatbot builder - WhatsApp broadcasts and bulk messaging - Open APIs and Webhooks - Automations - Integrations (HubSpot CRM, Pipedrive, Salesforce (soon), 5000+ apps with Zapier, and more) - Mobile apps for iOS and Android Rasayel is fast, reliable, and intuitive. Using Rasayel's shared team inbox, you can manage your customer conversations over WhatsApp, ensure high quality sales conversations, and deliver exceptional customer experiences. Your team can respond to customers on the go using the Rasayel mobile app. You'll never miss an opportunity or lose track of a customer again. Rasayel integrates with the rest of your toolkit to ensure that your team has full context at all times, reducing human error and saving you time: - HubSpot: Automatically match Rasayel contacts with existing contacts in HubSpot. Log all your activities, and build native HubSpot reports from WhatsApp data. - Pipedrive: Log all activities, automatically match contacts, and build reports. - Salesforce: Coming soon. Talk to us to join the beta. - Zapier: Connect Rasayel to over 5000+ applications and systems. For advanced use cases, Rasayel's API unlocks the power of the Rasayel platform, allowing you to embed it into your existing systems, processes, and more.

ProProfs

proprofs.com

ProProfs is a leading provider of SaaS software designed to create smarter employees and happier customers. With a comprehensive suite of tools, including Training Maker, Knowledge Base, Quiz Maker, Survey Maker, CRM, and more, ProProfs empowers organizations to enhance learning, streamline support, and drive customer satisfaction. Committed to a 100-year mission of customer delight, ProProfs serves over 15 million users across 150+ countries. ProProfs products include: - Training Maker - Quiz Maker - Survey Maker - Qualaroo Insights - Live Chat - Help Desk - Knowledge Base - Project Management - Picreel Popups - BIGContacts CRM - WebinarNinja - CourseNinja ProProfs Smart tools are used by many Fortune 500 companies, such as Sony, Acer, Adobe, Accenture, Cisco & Dell, and users from leading educational institutes like Phoenix, Harvard & Yale. The site hosts more than one million pieces of content in 70+ languages. It is a leading online training and assessment platform with the world's largest library of professional tests & quizzes.

HappyFox

happyfox.com

HappyFox is a practical help desk software which provides multi-channel support for customer requests coming from email, web, phone and social media. HappyFox integrates with business applications for Accounting, customer feedback, CRM, commerce and so on. iOS, Android and Windows version of the app enable to provide support through smartphones and tablets. Community forums and knowledge base helps customer provide instant support and connect with each other.

Whippy

whippy.ai

Whippy is a powerful SMS & Email communication platform, designed to elevate business productivity and customer engagement with Automation & AI-driven technology. Key products include Team Inbox, Campaigns, Automations, AI Integration, Sequences, Flows, and Reviews. Whippy's all-in-one solution streamlines communication, seamlessly replaces multiple tools, and empowers businesses to enhanced productivity and maximize their growth.

Plumsail

plumsail.com

Automate your working routine. We offer comprehensive tools for generating documents and web forms, processing requests, and enhancing Microsoft 365 and SharePoint platforms.

Helpmonks

helpmonks.com

Helpmonks is a complete all-in-one customer engagement platform. Features likeTo-Do for teams, Customer Management capabilities, creating automated workflows, assigning emails, labeling emails for staying organized, and adding internal notes help to tame your email workload and ease the burden on your team's emails. Furthermore, Helpmonks has a Live-Chat option included in each plan and a mighty Email Marketing Platform for email campaigns and automated email triggers. Moreover, Helpmonks is the only shared inbox tool that offers multiple deployments models - SaaS (hosted), dedicated Cloud servers, and On-Premise (self-hosted) options and is priced per mailbox and NOT per user. Helpmonks is a shared mailbox software that empowers your team to collaborate on email conversations. Helpmonks makes all your shared mailboxes available in a central location, so your organization gains transparency and insight into all your team emails. For every team member. In the office, at home, or for remote teams. Besides, Helpmonks works with every email provider so you can continue using the tools that you already know and use.

Apptivo

apptivo.com

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes and sizes. It allows you to manage nearly any business task using Apptivo's apps, from sales and marketing to billing and support, and everything in between. With Apptivo, there is no per-app pricing; you get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app or to manage your entire business, it will deliver incredible value to the organization. Its apps cover the complete customer life cycle: * Marketing: Create targeted lists of contacts, build and deliver email campaigns, and track analytics. * Sales: Complete CRM capability with robust contact management, sales pipeline, automation, and reporting. * Help Desk: A powerful ticketing system with email integration, web portal, and time tracking. * Project Management: Manage project schedules via Gantt charts, track time and milestones, and invoice for effort spent. * Field Service: Work order assignment and dispatching, mobile photo, time, and materials capture, and billing. * Quoting and Billing: Build professional quotes and email them to your customer with integrated billing and recurring invoice capabilities. * Order Management: Turn quotes into orders, track inventory and shipments, and bill the customer for your product. * Procurement and Supply Chain: Manage vendors, track purchase orders and invoicing, and manage inventory. Apptivo is used by hundreds of thousands of businesses from 193 countries around the world and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of its three primary differentiators: Affordability, Flexibility, and Capability. With its entire suite of business apps available for a single price, it offers rich and powerful features across a wide set of apps that provide unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business.

Capacity

capacity.com

Every company has customers and employees who need support. As demands rise, so do the tickets, emails, and phone calls that need attention—creating a repetitive, expensive, and painful support process that leaves customers waiting and teams overwhelmed. Capacity is a support automation platform that uses practical and generative AI to deflect tickets, emails, and phone calls—so your team can do their best work. We offer solutions for self-service, agent assist, and campaigns & workflows to over 2,000 companies worldwide. Today, Capacity automates support over chat, SMS, voice, web, email, helpdesks, and more in one single platform, powered by technology and talent from Cereproc, Denim Social, Envision, Linc, Lucy, LumenVox, SmartAction, and Textel. Capacity was founded in 2017 by David Karandish and Chris Sims, and is part of the Equity.com incubator. We’re proudly headquartered in St. Louis.

DoneDone

donedone.com

If you're looking for the most essential features in a task tracker and shared inbox, look no further than DoneDone. We work hard to make our product simple and easy to use, so you can focus on getting your work done. With DoneDone, customer support and product teams can work together more efficiently than ever before.

SAAS First

saasfirst.com

SAAS First is an AI-driven chatbot platform designed to revolutionize customer support and engagement. Our AI-driven chatbot, Milly, is powered by advanced natural language processing technology that allows it to understand and respond to customer inquiries in real-time, 24/7. With seamless integration into your existing help center and easy customization, SAAS First ensures a consistent brand experience while reducing response times and improving customer satisfaction.

LiveAgent

liveagent.com

LiveAgent is a fully-featured Help Desk and live-chat software that helps you bring personalization to your customer interactions with an all-in-one help desk solution. LiveAgent boasts the fastest chat widget on the market and is the most reviewed and #1 rated live chat software for SMB in 2024. Join companies like BMW, Yamaha, Huawei and Oxford University in providing world-class customer service. LiveAgent harnesses the power of an omnichannel universal inbox, real-time live chat, built-in call center, and a robust customer service portal. Personalize your communication by taking advantage of our customer segmentation, automation, built-in CRM, a powerful analytics package as well as our customer knowledge base. Discover over 175+ help desk features and 200+ integrations. Start your free 1-month trial, no credit card required. 200+ Features included: -POP3 accounts -Email piping -Forwarding -Departments -Priorities -Statuses -Tags -Rules -Ticket Routing -Canned/Predefined messages -Email templates -Voice integration -Real-time website monitoring and statistic -Chats -Facebook/Twitter/Instagram/Slack integration -Knowledgebase -Live Suggestions as you type -Feedback and Contact forms -Agent rating, Gamification -Multilingual -Ticket Filters -File sharing and attachments -Chat button templates and much more. LiveAgent for Startups: Startup program is free for the first 6 months for startups that apply. This is an exclusive opportunity for startups to get access to the best customer support software in the market with no upfront costs. After the first 6 months, startups can continue using LiveAgent at a discounted rate.

Loop Email

intheloop.io

Loop Email is a simple yet powerful team inbox. It's been built with the familiarity of an email client, so it's easy to set up and use for any teams that are used to handling customer messages via email. It's hard being productive when you spend half your time reading emails, and the other half flipping between platforms to tell your team about said emails. You need a single app that's going to help you move faster and keep everything and everyone on the same page. This is Loop. It simplifies and organizes all your incoming work communication into one inbox and gives you and your team back order, control and focus. With Loop no messages get missed and your team can assign ownership, chat about customer emails, exchange files, automate workflows and manage shared inboxes with ease. Why not try it today?