Page 3 - Top Method CRM Alternatives

Agile CRM

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

Skedulo

Skedulo

skedulo.com

Schedule and manage your deskless workforce, resolve conflicts, optimize travel, and more with our powerful scheduling app and mobile workforce management software. Skedulo’s leading Deskless Productivity Cloud solution powered by AI and machine learning empowers organizations to manage, engage and analyze their deskless workforce, supporting the 80% of global workers who don’t work in a traditional office setting. Skedulo’s platform helps enterprises intelligently manage, schedule, dispatch, and support deskless workers on the go, whether they are in fixed location facilities or mobile field workers on the frontline. Founded in 2013, Skedulo is headquartered in San Francisco with offices in Australia, Vietnam, and the United Kingdom. Skedulo has enabled hundreds of organizations, including The American Red Cross, DHL, and Sunrun, to seamlessly schedule and service over 35 million appointments worldwide. The company has secured over $115 million in funding to date, led by Softbank, Microsoft's venture firm M12, Costanoa Ventures, and Blackbird.

Recruit CRM

Recruit CRM

recruitcrm.io

Recruit CRM is an Applicant Tracking System. Recruit CRM is used in over 60 countries and has powerful features like resume parser, mobile app, API integration, an email client, and hundreds of free jobs boards.

NeoDove

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.

Glympse

Glympse

corp.glympse.com

Glympse is the leading geo-location tracking platform that comes complete with built-in customer notifications and communications. It works with companies of all sizes that seek predictive visibility and location intelligence solutions by helping them capture and process data elements to visualize and intelligently trigger both internal and external events. Glympse was founded on the premise that location-sharing should be temporary, with the end user always in control to set time limits and geo-boundaries on that share of location. It has spent over a decade providing location-sharing experiences that strike a harmonious balance between easy, safe, useful, temporary, and private. It has mastered the nuances of building interactive experiences based on location data. It is proud to do things like automate updates to what a customer sees based on sophisticated arrival detection and geo-fencing logic, optimize battery life, and balance all of that with smooth UX/UI capabilities. Because everyone at Glympse is a tech geek and gets excited about creating cutting-edge solutions, it applied that same approach to developing solutions that enable enterprise brands to deliver a smoother customer-first experience for when people, products, and services are in motion. Glympse offers a flexible geo-location tracking platform with enterprise-grade location SDKs, APIs, dashboards, and more to build your own location-based product or service solutions for Field Services, Fleet and Logistics, Product Delivery, and Retail Arrival Notifications, or use one of its two pre-packaged products, Glympse En Route for enterprise customers and Glympse PRO for small businesses.

Raken

Raken

rakenapp.com

What is Raken? Raken’s field management software helps you collect accurate project data in real time. From digital documentation and production tracking to safety tools, you’ll have the insights you need to improve your projects—and reduce costs. No more messy paperwork. The mobile field apps for iOS and Android make remote collaboration easy, too. With the mobile app, field crews can input project data on the go. They can even upload time-stamped photos, videos, and notes for better visibility. Then, all that data is automatically uploaded to the web app for the office. With everything stored in one place, you’ll have accurate records to protect your business from litigation or risk. More than 5,000 construction companies use Raken to connect the field to the office. Empower everyone to do their jobs more efficiently with Raken today. * FEATURES (Includes offline mode and automatic sync) + Daily reports + Production tracking + Time cards + Customizable checklists + Toolbox talks + Integrations + Remote collaboration

FieldSense

FieldSense

fieldsense.in

Empower your business with our cutting-edge Sales Force Automation solution! FieldSense brings you a comprehensive Sales Force Automation platform that allows you to digitize and optimize your field force activities. Track real-time data, automate processes, and enhance overall efficiency. Key Features: * Intuitive Interface * Real-time Activity Tracking * Workflow Automation * Increased Productivity

PestPac

PestPac

pestpac.com

Choose PestPac, the industry leading pest control software, to help run your business more strategically than ever before! With the features and functionality you need to out-sell, out-service and out-perform the competition regardless of whether you’re servicing residential customers, commercial clients or both, it’s no wonder why 60% of the top 100 pest control operators choose PestPac. ** Residential: Exceed expectations and keep customers happy. Provide fast access to their account information from anywhere, at any time. Provide customer self-service tools to: - Get estimates, schedule service appointments and update service needs with ease - Manage autopay payment methods, view invoices and securely pay bills online - View account information, service history, proof of service, documents and more ** Commercial: Provide your commercial customers with exceptional service through the most advanced technology available. Our solutions are specifically designed to help: - Set up service and billing for multiple service locations - Manage devices and alerts for multi-unit and commercial properties, including smart traps - Support integrated pest management, record inspections and update licensing for audits

SalesBoss

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.

Mekari Qontak

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.

OnePage CRM

OnePage CRM

onepagecrm.com

OnePageCRM is the #1 action-focused sales CRM that helps small and medium-sized businesses stay in control of their sales. Focus on what needs to be done next, follow up with every lead, keep the team on the same page, and close more deals, one sales action at a time. Save time and automate your admin and data entry. Generate leads in a click from anywhere on the web. Reap the CRM benefits on the go with iOS and Android mobile apps. Create deals and send sales quotes in less than 37 seconds. Any questions? We offer support via email, phone, and chat.

Coretal

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.

Service Fusion

Service Fusion

servicefusion.com

Service Fusion is a simple, powerful field service management software, offering a variety of features such as customer management, invoicing & payments, inventory management, time tracking, and reporting. The software is available on desktop and mobile apps to connect office staff, technicians and clients.

Nimble

Nimble

nimble.com

Nimble is a relationship-focused CRM for your entire team. With customizable contact records and easy-to-use Kanban-style workflows, managing client information has never been simpler. Nimble effortlessly integrates with both Microsoft 365 and Google Workspace, gathering contacts and leads from all your platforms, while our automation tools handle the busy work. Focus on what matters most – growing your business and nurturing relationships, as Nimble streamlines your workflow for maximum productivity.

Amwork

Amwork

amwork.com

Amwork is a platform that provides businesses with a powerful builder to create a unique workspace that streamlines their business processes. The company's builder is designed to enable businesses to create custom workspaces with modules such as CRM, project management, HR, and everything concerning their business workflow. This helps businesses to collaborate more effectively and efficiently, allowing employees and partners to work together seamlessly. One of the main benefits of using Amwork is the easy setup process, which does not require coding knowledge, making it an ideal solution for businesses of all sizes. The platform provides an essential set of tools that enable businesses to automate their processes and reduce manual workload, improving productivity and profitability. By using Amwork, businesses can benefit from an organized and streamlined approach to their day-to-day operations. The platform's CRM module helps businesses to manage customer interactions, while the project management module enables teams to collaborate and manage projects efficiently. The HR module helps to manage employee records, benefits, and other HR-related tasks. With Amwork, businesses can manage all of these tasks in one central location, streamlining their workflow and reducing errors. Overall, Amwork is an essential platform that provides businesses with the necessary tools to streamline their business processes and improve collaboration, leading to increased productivity and profitability. Easy setup process: Amwork's platform is designed to make the setup process easy, and it does not require coding knowledge. This makes it an ideal solution for businesses of all sizes, allowing them to get started quickly and with minimal effort. Automation and reduced manual workload: Amwork provides an essential set of tools that enable businesses to automate their processes and reduce manual workload.

eWay-CRM

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.

VBOUT

VBOUT

vbout.com

VBOUT is an AI-powered marketing platform trusted by 1000’s of businesses worldwide to automate and centralize their marketing while delivering engaging, personalized experiences to their audiences. Agencies and partners use VBOUT directly or through a white label setup to build custom plans, manage sub-accounts and share assets from one client account to many. With VBOUT, you can: * Manage all your social media from one place. * Engage with your customers by creating and sending winning email campaigns. * Design stunning, personalized and dynamic landing pages with no coding. * Create automations with an intuitive visual builder. * Nurture leads from click to close - and beyond. * Grow and maintain your audience lists easily. * Track and analyze all your marketing activities on a customizable dashboard. The platform has easy drag-and-drop landing pages and forms, an intuitive visual automation builder, social media management, email marketing tools and a growing library of pre-built templates for a broad range of marketing campaigns. In-depth, native analytics and lead tracking provide marketers a full view of their pipeline, list engagement and campaign performance. Growing businesses and agencies trust VBOUT’s flexible platform and award-winning, free premium support to help them attract the right customers, convert more visitors into customers, and run complete marketing campaigns in one easy-to-use platform.

500apps

500apps

500apps.com

CRM.io by 500apps is an advanced CRM Software to Drive more sales and grow your business faster with the best cloud-based Customer Relationship Management software. Get access to 50 apps for $14.99 per user. Features: 1. Lead Management: Lead Management Software could add and manage all your leads at one central location. Easily manage customer information and nurture customer relationships using best-in-class contact management features. Close more deals with less work. 2. Contact Management Software: Contact Management Software by CRM.io could manage customer information and grow stronger customer relationships from one central location. 3. Account Management Software: Smart Account Management Software understands your customer’s business needs and win more deals with a strategic view of key accounts in your sales pursuits. 4. Deals Management: Deal Management Software could track, manage, and win more deals with the growing business. 5. Sales Automation Software: Sales Automation Software for growing businesses to easily automate complex sales processes. Smart, powerful sales automation, Save time, streamline your sales process, and scale your business by automating your sales and business workflows in minutes.

Metrilo

Metrilo

metrilo.com

Metrilo helps ecommerce brands grow by making marketing and customer data actionable, and focusing on retention and higher CLTV. The tools include real-time reporting, customer database, segmentation, email marketing and automation. Integration for major ecommerce platforms is seamless.

Ontraport

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.

Cratio CRM

Cratio CRM

cratiocrm.com

Cratio CRM Software is a cloud and mobile CRM software that enables organizations to manage entire sales process efficiently from a single platform. Cratio CRM is simple to use, affordable & customizable. The software has all required features for complete sales automation. Product Features: ** Lead Management System -> Capture Lead Automatically -> Distribute Leads to Sales Team -> Send Personalized Email & SMS to Clients -> Identify & Focus on Hot/Winning Leads -> Customize Lead Screen to Suit Your Business -> Monitor Lead Status with Timeline & User Activities ** Sales Activities Management -> Plan, Assign, Track Review - Calls, Tasks & Visits -> Send Email/SMS Reminders to Sales Team on Due Time -> Send Email/SMS to Clients in One Click -> Get Daily Activity & Sales Reports in Email -> Review Missed or Overdue or Escalated Activities -> Track Daily, Weekly, Monthly Team Productivity Reports ** Mobile CRM Software -> Daily Activity Plan in Mobile -> One Click Visit Updates -> Call, Email Clients directly from App -> Customer Address with Maps -> GPS Location based Activity Updates -> Mobile CRM Works on Android & IOS ** Customer Communications -> Automatic SMS & Email Alerts -> Mass Email & SMS With Templates -> Cloud Telephony Integration -> Click to Call Service -> Call Recordings in Audio format -> Integrated Email, SMS & Voice 5 Reasons to Choose Cratio CRM: * Affordable. Save at least 50% of CRM cost. * Simple to use yet with all needed CRM Features * Secured, Scalable & World Class Cloud Solution * Best Support & dedicated Customer Success Team * Completely Customizable to Suit your business About the Company: Cratio Software is software product Development Company based in Chennai, India. The company specializes in providing domain specific Mobile Sales CRM Software with less time and cost. The founding team consists of people with more than 15 years of experience in software development and products.

Scoro

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.

SEO CRM

SEO CRM

seocrm.com

SEOCRM.com is specially designed for Digital Marketing Agencies. It offers all in one platform where you can manage your seo, ppc, web design and development and other projects, manage sales, customer relationship invoices and billings and overall support.

TrueContext

TrueContext

truecontext.com

TrueContext enables enterprises to adapt, automate, and transform their field service operations with dynamic, quick-to-deploy mobile workflows that capture the complexity of their environment. With advanced data capture capabilities in various formats, TrueContext gives organizations visibility now and predictability for the future. TrueContext, formerly ProntoForms - is a Canadian software and mobile app developer who provides users with a low-code development platform to build apps for enterprise field service management. The application digitizes paperwork to empower workers in the field with the ability to complete complex forms on mobile devices, collect rich data, and send form data directly to management personnel, back office systems, and analytics tools. The company went public in 2005 and trades on the TSX Venture Exchange under the stock ticker symbol, PFM. In 2015, Frost & Sullivan honored ProntoForms with the "North American Mobile Forms Competitive Strategy Innovation and Leadership" Award. In 2019, ProntoForms was recognized in the 2019 Gartner Magic Quadrant for Enterprise Low-Code Application Platforms as one of 18 LCAP solutions.

NetHunt

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. MORE ABOUT NETHUNT CRM 🙂 Organize your customer base Use core CRM features in NetHunt to organize your customer base in the most efficient way. ✓ Say goodbye to tedious data entry forever. ✓ Use NetHunt’s duplicate prevention feature to keep your data clean at all times. ✓ The required fields feature watches over your data to make sure you’ve got what you need. ✓ Your customer base is securely stored in one place, protected from leaks or prying eyes by proper access management. 📞 Capture new leads through multiple channels NetHunt CRM is integrated with multiple tools that allows you to get new leads from different sources and store communication within CRM records. ✓ Create new leads from inbound and outbound calls ✓ Turn website chats into new leads ✓ Get new leads from social media platforms ✓ Add new leads to CRM from messengers ✓ Capture leads from custom web forms 📋 Segment leads and customers base Break down your customer base into targeted segments to send personalized pitches by using various macros - job title, need, company size and more. ✓ Use custom filters and views to segment your contacts. ✓ Save an unlimited number of segments for yourself or share them with the team. ✓ Have these segments updated automatically when new users match certain parameters. 💲 Build sales pipeline Turn contacts into leads and push them down the beautiful, functional pipeline. ✓ Add new deals, their value, probability of closing and expected close date. ✓ Track deals progress through the pipeline stages. ✓ Know revenue stuck at every stage of the pipeline ✓ Spot blocked leads and how to push them towards purchase. ✓ Create one or several custom pipelines for your products and services. ✓ Build forecasts you can trust. ⭕ Manage Tasks Organize your workday and manage the workload of your team. All within Gmail. ✓ Manage Tasks and collaborate with your team inside Gmail. ✓ Assign Tasks automatically by certain criteria or round-robin algorithm. ✓ Link Tasks to emails and CRM records. ✓ Receive daily Tasks Digest to plan your day. 🤖 Automate sales processes in Gmail NetHunt CRM allows users to automate the entire sales process – from lead capture to deals’ pipeline stage to notifications. ✓ Capture leads from different sources and add them in your CRM. ✓ Assign managers to leads and set up personalised auto-replies. ✓ Prioritise leads automatically depending on their behaviour ✓ Set sequences to nurture leads. ✓ Automatically link email conversations, chats, calls to CRM profiles. ✓ Have an algorithm move a lead to the next pipeline stage based on the lead’s response. ✓ Create automatic tasks for the team. ✓ Set notifications to the team when important changes happen in the pipeline. ✓ Automate data entry. ✉️ Email automation ✓ Create personal and shared email templates in Gmail. ✓ Write repetitive emails easily and quickly. ✓ Personalize email templates with custom fields. ✓ Use email templates in daily email correspondence, email campaigns or automated email sequences. 📩 Email tracking Track your email opens and clicks in Gmail. ✓ Know if, when, and how often the receiver views your emails in real-time. ✓ Know when people open your emails to provide insights for your team. ✓ Prioritise leads based on how many times they open emails or click on the links. ✓ Use email tracking for regular emails, email campaigns and automated email sequences. 🔁 Email campaigns Send email campaigns and follow-up campaigns in Gmail. ✓ Send email campaigns to custom segments or all of your customer base. ✓ Set follow-up emails to previous email campaigns. ✓ Monitor campaigns stats: opens, clicks, unsubscribes, bounces, and replies. ✓ Send email campaigns via Gmail, NetHunt SMTP or your own SMTP server. 📊 Sales reporting Track key business metrics and team performance with reports in NetHunt CRM. ✓ Track the effectiveness of the entire team and every manager separately – the number of sent emails, presentations made, calls made, etc. ✓ Analyze business growth compared to previous periods – the number of closed deals as well as revenue generated. ✓ Analyze revenue by breaking it down by a manager, by a certain product, by country, etc. ✓ Track your quota attainment. ✓ Analyze the reasons for losing deals. ✓ Build a sales forecast you can trust.

CloudCC

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.

Thryv

Thryv

thryv.com

Thryv is an all-in-one small business management software that helps you streamline your business so you can get back to the things you love. Small business owners communicate better, solve more business challenges and get more organized with Thryv. Partner with Thryv to surpass your customers’ expectations and fortify your online presence, all from a single login. Thryv includes our best-in-class support, available anytime, 24/7, with experts who understand the goals and unique needs of small business owners. Thryv handles: * Customer communications * Estimates, invoicing and payments * Appointment scheduling * Reputation management * Social media management and more! Thryv automates tasks and puts customers at the center of your business, with one easy-to-use software, making it easy to reach more customers, stay organized, get paid faster and automatically generate reviews. Thryv makes it easy for customers to: * Find you online through ratings and reviews, social presence and accurate search results. * Interact easily and instantly, receive reminders, send texts and emails and schedule appointments. * Pay you effortlessly, receive receipts instantly, know it’s safe and secure and choose how to pay. * Stay engaged with automated messages that ask them back, stay in touch and request reviews. Thryv’s award-winning software is helping over 45,000 businesses across the US, Canada and Australia transform how they do business and manage their customers.

ServiceTrade

ServiceTrade

servicetrade.com

Mobile and web-based field service management software to streamline operations, improve technician productivity and give an amazing customer experience. ServiceTrade is the software platform that helps commercial HVAC, mechanical, and fire contractors grow their profits. During a persistent skilled labor shortage, contractors use ServiceTrade to control the costly chaos of on-demand work and effectively deliver contract commitments. ServiceTrade streamlines service and project operations to reduce administrative costs, optimizes field performance to increase revenue per technician, and boosts sales and client retention to grow margins.

D-Tools

D-Tools

d-tools.com

D-Tools Cloud is an easy-to-deploy web-based solution that provides a simple, yet powerful end-to-end workflow for smaller, residential AV integrators and projects. D-Tools Cloud offers sales pipeline management, visual quoting and interactive multimedia proposals from any mobile device. Post-sales capabilities include procurement using supplier-authorized dealer-specific pricing, change management and a new project management suite of features.

Markate

Markate

markate.com

Markate.com: Powerful CRM, Job Management, and Marketing Automation tools for Home Services Providers The Markate app is ideal for every service business that looks for an affordable, mobile-ready, easy-to-use, end-to-end management solution. Learn how Markate helps your business. * Your Business, Your Way with Markate Markate partners with you, working together to achieve your business goals. * Streamline Your Operations for Efficiency Designed to reduce paperwork, automate processes, and free up your time. * Affordable, Flexible Solutions to Fit Your Needs Built to empower small businesses, helping them operate more efficiently while minimizing expenses. * Maximize Time, Resources, and Profits It’s here to simplify your operations so you can focus on what truly drives your business forward. * Keep Customers for Life Equipped with marketing tools designed to increase customer retention, which is a crucial aspect of your successful business.

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