Page 2 - Top Salesdash CRM Alternatives

ConnectWise Home

connectwise.com

Made for companies that sell, service, and support technology, ConnectWise PSA (formerly ConnectWise Manage) is the leading business management platform worldwide. Technology Solution Providers (TSPs) rely on ConnectWise PSA to achieve greater accountability, operational efficiency, and profitability. Leveraging the cloud, ConnectWise PSA facilitates business-process automation, help desk management and customer service, sales, marketing, project management, and business analytics that dramatically streamline a company's operations. ConnectWise PSA is the centralized hub that gives TSPs an end-to-end view and total control over their business. ConnectWise PSA also gives its users access to a powerful network of ideas, experts, and solutions. A veteran in the technology services industry, ConnectWise PSA has been the premier business management platform for technology companies for more than 15 years.

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.

EngageBay

engagebay.com

EngageBay is world's #1 affordable all-in-one marketing, sales, and support CRM software supporting over 29500 growing companies around the world. EngageBay helps companies to acquire, engage, nurture web visitors and convert them to happy customers and grow their business 5x and more. EngageBay offers a slew of features including: - Simple and powerful All-in-One CRM - Easy to use marketing automation software - Email marketing - Free Live Chat Software - Powerful helpdesk software - Email Sequences - Landing Pages - Web Forms to capture online leads - 360 Degree Customer View across marketing, sales and support departments - Appointment Scheduling Software - Contact Management Software - Free CRM software and many more.

Copper

prosperworks.com

When you need CRM software that works with G Suite, you need Copper. Give us a try and see how we can help your business build stronger customer relationships.

Capsule

capsulecrm.com

Simple yet powerful CRM. Join over 10,000 global businesses and discover an easier way to manage contacts, sales and grow lasting relationships.

Mail Butler

mailbutler.io

This is Mailbutler, the email plugin which makes your inbox smarter. Mailbutler gives you a multitude of useful, productivity-boosting features which you can access right in your inbox. It improves on the native features of your Apple Mail, Gmail or Outlook email client by offering smart functionality. It offers an artificial intelligence-powered email assistant that can write messages for you, Cloud Delivery so your scheduled email can be sent even if your computer is offline, advanced email tracking which doesn't require approval from your recipient, and a powerful Contacts feature which can help you improve your customer relationships, among many other smart, inbox-enhancing features. These include: • Smart Assistant: An AI-powered email assistant that writes, summarizes and improves messages, finds tasks and contacts, and responds for you. • Smart Send Later: Smart scheduling functionality to help you optimize your email delivery times. • Recipient Optimized Scheduling: Suggests the best time for you to send an email to maximize your chances of it being opened. • Email Tracking: Find out when, where, and how often your email or link was opened. For those using iCloud or IMAP email addresses, see exactly who has opened your email when you send a message to multiple recipients. Also send tracked emails from your mobile phone. • Snooze: Snooze less important emails temporarily and they’ll reappear at a time of your choosing. • Contacts: Get essential insights into your contacts to maintain peak customer communication. • Signatures: Beautiful and professional email signatures with extensive creative control. • Templates: Craft message templates to increase productivity and efficiency. •

PhoneBurner

phoneburner.com

Powering millions of monthly conversations for 3000+ clients. Increase call answer rates + multiply quality live connections with the only dialer with a Tier 1 carrier. With 15 years serving sales teams, we understand that calls don’t grow revenue. Conversations do. PhoneBurner’s power dialer balances speed with quality, delivering delay-free connections that lead sales reps to more meaningful conversations and more positive outcomes. Reduce your risk of spam flags. Boost live engagements up to 4x with no awkward beep or pause. Save time with industry-leading workflow automation. As your partner, PhoneBurner helps you reach more contacts, maximize lead value, and scale best practices that drive revenue. Calling. Emailing. SMS. CRM & 150+ integrations. Cadence. Lead distribution. Local ID. Branded Caller ID. Number monitoring. Reporting and analytics. Call coaching. It's all here. Meet the most efficient 1-to-1 dialing platform, and turn leads into revenue faster. Try it for free, without a credit card: - Power dial up to 80 contacts/hour - Reduce risk of spam flags - Increase call answer rates - Get instant no-delay connections - Blend calls, email, and SMS - Leave 1-click voicemails - Automate call logging + post-call processes - Coach in real-time or record calls - Get number monitoring and flag remediation - Create multi-touch sales cadences - Intelligently distribute leads - Access custom reports and analytics - Partner with the leader in 1-to-1 Responsible Communications (TM) Use our included CRM or integrate with Salesforce, Zoho, Hubspot, SugarCRM, monday.com, Zapier, and more, or create custom integrations through our API.

SendPulse

sendpulse.com

SendPulse is a multi-channel marketing automation platform for multifaceted business promotion and customer retention. SendPulse allows you to send email and SMS campaigns, work with clients using chatbots for Telegram, Facebook Messenger, WhatsApp, and Instagram, and create landing pages in just 15 minutes. SendPulse also offers a platform for creating online courses. You can easily track all of your marketing activities and client information with SendPulse’s free CRM.

Bloom

bloom.io

Bloom is a business workspace for independent business owners, freelancers, and service professionals. It connects all client touch-points in a professional experience, including digital forms, quotes, contracts, invoices, digital payments, communication, scheduling, and even the client portal. Bloom is the complete suite of business tools for modern creatives, freelancers, and small businesses.

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.

SaneBox

sanebox.com

SaneBox is an email management tool that helps the average worker save at least 2.5 hours per week so they can spend more time outside their inbox. Founded in 2011, SaneBox offers individuals and enterprise clients alike a full suite of email organizational tools to take back control of their inbox.

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.

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.

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.

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

Salesloft

salesloft.com

SalesLoft is the #1 sales engagement platform, helping B2B sellers get to "yes" quicker. We integrate with today’s top CRMs, turning your data into dollars.

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.

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.

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.

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!

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.

DoubleTick

doubletick.io

Doubletick is Free and unlimited email tracking for Gmail and Google Workspace (G Suite) with real-time desktop notifications and WhatsApp like double tick marks (✓✓) in your sent box. A single blue tick ✓ indicates that an email has been sent, but yet to be opened by the recipient. Double blue ticks ✓✓ mean that your email has been opened by the recipient and grey ticks indicates that email is not tracked.

Zendesk Sell

zendesk.com

Hitting your revenue target while delivering a great customer experience is hard. Zendesk Sell makes it easy. Zendesk Sell is a modern sales CRM to help you accelerate revenue that’s quick to set up, intuitive, and easy to love. Featuring productivity tools, advanced analytics, and a full customer view from sales to service, Sell provides everything your sales team needs in one, centralized tool. Zendesk Sell is a part of Zendesk's portfolio of products designed to create better customer experiences. Zendesk serves more than 160,000 customers across a multitude of industries in over 30 languages. Zendesk is headquartered in San Francisco, and operates offices worldwide.

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.

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...

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.

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.

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.

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.

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.