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Accelo is designed specifically for small business and is the easiest way to keep all of your sales-related communication in one place. Unify your team by automatically tracking and sharing contact emails, attachments, appointments, notes, and custom fields to accurately view your lead's entire sales journey. This smart technology platform lets you experience powerful sales forecasting and insights from anywhere and on any device. Learn more about Accelo Accelo is the smartest sales tool, seamlessly managing all your sales-related communication in one place. Learn more about Accelo
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 90,000+ paying customers spanning across 155 countries, sales teams are drawn in by our CRMs simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with CRM that is both agile and powerful. Learn more about Pipedrive Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
If you sell products from stock B2B and use one of the following accounting/inventory systems, then Prospect Stock-Aware CRM is the only CRM you need: Unleashed Inventory, Xero, Sage 50, Exchequer, Access Dimensions. Prospect Stock-Aware CRM - the top CRM for Wholesalers, Distributors & Manufacturers. Learn more about Prospect, the Stock-Aware CRM Prospect, the Stock-Aware CRM, is perfect for Wholesalers, Distributors & Manufacturers. Sell more products with less rekeying. Learn more about Prospect, the Stock-Aware CRM
Really Simple Systems CRM helps you work smarter, managing and tracking your sales leads and customers, so you can get on with growing your business. Designed for small businesses B2B, this GDPR/HIPAA compliant CRM is easy to set up and simple to use. With sales, marketing and service & support built-in you'll have all your data in one place, enabling team collaboration, better relationships and driving sales growth. Learn more about Really Simple Systems CRM An easy to use CRM that helps you work smarter by managing and tracking your sales leads and customers. Learn more about Really Simple Systems CRM
All your emails, calls, notes and lead progress are tracked automatically. Never spend another moment of your time on the mundane admin tasks. Let EngageBay handle these activities while you focus on selling.Use goal-setting, self-reflection and feedback to drive the sales behavior you need and enhance the overall sales performance. Learn more about EngageBay EngageBay CRM helps growing companies organize all their customer information in one place to run targeted and personalized campaigns. Learn more about EngageBay
Step up to all-in-one sales & marketing software designed for growing service-based businesses, ranging from entrepreneurs and startups to larger teams. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business and delivering great service. Learn more about Keap (formerly Infusionsoft) Keap is an all-in-one CRM, sales, and marketing automation software you can customize to win more business. Learn more about Keap (formerly Infusionsoft)
For Mac & iOS. Daylite is a productivity-focused CRM for small businesses that want to keep track of communication, details and next steps for clients and projects in one place. No more forgetting to follow up or letting details slip through the cracks. Get all the features like Apple Mail integration, reminders, list management, email templates, lead tracking, project management, & more for one affordable price. Thousands of people use Daylite to win more business & get more done. Learn more about Daylite for Mac For macOS & iOS. Keep track of clients, deals, and projects all in one place. Win more business & get more done! Learn more about Daylite for Mac
Capsule is an easy-to-use CRM that helps businesses of all sizes stay organized, know more about their customers, build strong relationships and make the most of sales opportunities. Keep your contacts all in one place, manage sales opportunities and create sales. It integrates with popular apps such as Google G Suite, Google Data Studio, MailChimp and Zapier. Free account available for up to 2 users, or paid accounts starting at $18/month. Learn more about Capsule Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships. Learn more about Capsule
User.com is an all-in-one marketing automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers. Reach clients through a wide range of communication channels: email, live chat, chatbot, push notifications, dynamic page content, and many more - all available in one place. Interested in Marketing Automation? Get a free 14 day trial with no upfront payment here: http://bit.ly/38D0Hrj Learn more about User.com User.com is an advanced marketing and sales system that helps automate personalized communication and streamline business processes. Learn more about User.com
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GOT CRM, a sales and marketing automation system became much more effective for an organization. GOT CRM Simplify Your Business with interactive dashboards and customized reporting for effective lead management. Streamline your sales process to organize and prioritize your customers with a click. Supports your business at each step with the all new revolutionary lead management. letting you send accurate invoices automatically in one go. Advanced Features With 100% Security. Learn more about GOT CRM GOT CRM is a best CRM software optimize your organization by monitoring sales deals. Learn more about GOT CRM
Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface. Learn more about Agile CRM Agile CRM is a complete sales, marketing and service suite designed to let SMBs to sell and market like the Fortune 500. Learn more about Agile CRM
Salesflare is the intelligent CRM for small B2B businesses and startups, who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from email, social media, company databases, phone, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Learn more about Salesflare Salesflare is the intelligent CRM for small B2B businesses and startups, who want to sell more with less work. Learn more about Salesflare
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools anyone can use to be successful. Mailchimp puts your audience at the center so you can send marketing emails and automated messages, create targeted ad campaigns, build landing pages, send postcards, facilitate reporting and analytics, and sell online. Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster.
Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution.
Copper is the easy-to-use CRM for small businesses that need to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Don't waste hours on typing things out. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place. Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.
Vtiger is an easy-to-use and customisable CRM built for Small Businesses. Vtiger enables marketing teams to capture and nurture leads, sales teams to score, track and close deals, and support teams to access complete customer history and provide exceptional support. Vtiger provides your sales, customer support, and marketing teams with one view of customers - past interactions, campaigns, wins, losses, responses, invoices, cases, projects and more without switching between screens and products. Used in agile sales teams to increase sales productivity, clear bottlenecks in processes, and ultimately hit revenue targets.
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. Small business owners and freelancers have tripled their bookings and saved multiple hours a day using HoneyBook tools. Not just a CRM: Proposals, Contracts, Payments, and More. Free 7-day Trial - No Credit Card Required!
Grow your client relationships with a powerful CRM designed for small businesses: > Store, manage and label your leads, contacts and clients in one centralized online hub. > Get a birds-eye view of your clients history appointments, payments, invoices, documents and conversations. > Have all the information handy wherever you are and whenever you need it with a friendly mobile app. > Easily collaborate with your team, assigning clients, appointments and incoming requests to staff members. Designed especially for small business, vcita makes running your business a breeze. Book, get payments and interact like the big ones!
Major web update in 2020 | A service management CRM, renowned for service management, scheduling and sales. Delivers exceptional iOS + Android apps to businesses who need to manage field workflow within a customer or project context. Includes robust desktop platform and amazing Google, QuickBooks, Xero and online form integrations. Solve is also used to surface real-time equipment data onto customer records and dispatch workflow. Ask us how. Recognized for outstanding support by thousands. Major web update in 2020 | A service management CRM. Renowned for service management, scheduling, sales and exceptional mobile apps
amoCRM is the worlds first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails, and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools. Its the perfect messenger-based sales solution for entrepreneurs and SMBs. amoCRM is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call, and text your leads from desktop all without add-ons. Every touchpoint with a lead is automatically tracked in a visual timeline so your team can skip the CRM busywork and focus on the deal. With productivity tools like the task reminders and the Power Dialer, youll reach more leads, follow up more often, and close more deals. Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. Get email, calling, and SMS in one central place.
A simple and transparent full process Sales CRM system, Teamgate offers the functionality that your small business actually needs. Everything from clever lead capture and management, up to powerful sales pipeline and advanced analytics, it is all there for you. Equipped with essential integrations for additional activities, Teamgate combines it all to be a complete CRM solution for your business. Teamgate is an easy-to-use customer relationship management software specifically designed for small businesses with growth potential.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one. Get started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month.
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line. As the #1 rated CRM by QuickBooks users, Method streamlines your business from lead to repeat and everything in between.
VipeCloud's All-In-One Sales And Marketing CRM brings with it the support you need to acquire more customers. With email marketing, marketing automation, and a sales CRM all in one easy to use app, you and your team will rapidly accelerate your growth. Empower your sales team to prioritize the hottest leads with workflow automation and lead scoring. Grow your sales with a simple marketing-to-sales hand-off. Rest easy knowing our industry-leading support team has your back every step of the way. Your Customer Acquisition Solution. Consolidated Sales & Marketing Automation That Can Replace An Entire Stack For Half The Price.
1CRM enables businesses to create long-lasting customer relationships with the most intuitive, customizable and cost-effective customer relationship management (CRM) solution on the market. By focusing on a comprehensive and easy to customize CRM solution, 1CRM is putting tailored-fit CRMs within reach of businesses everywhere. 1CRM stands out for its inclusion of Order Management, Service Management and Project Management within its CRM framework - including timesheets and expense reports. The most intuitive, customizable and cost-effective customer relationship management (CRM) solution on the market.
At Blitz Sales Software, we know there can be a constant struggle with managing day to day tasks and even reaching out to contacts right when you need to or remembering what you discussed the last time you talked! With Blitz, your small business can ensure that your staff knows when and how to reach out to contacts at the right time and know what was covered previously. Automation can even send reminders and emails to contacts without you needing to manually send them! Work Smarter, Not Harder! Track your leads and deals. Monitor the process of your leads through the sales process. Let's help you build your business!
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Get everything in one place Work more collaboratively and get more done Track and improve performance Optimize any process Whether its a deal, a project, a support ticket, or anything else, FreeAgent helps your team stay on task. Boards, lists, and cards enable you to organize and prioritize any business flow in a fun, flexible, and rewarding way. FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly.
Revetize is a buffet of marketing tools for every small business. Revetize helps local businesses build Online Review, Referral, Promotion, NPS, Customer Follow-up and Loyalty campaigns in one place and distribute these interactions via Text, Email, Voicemail and Pen-Written letters. Revetize combines 5-7 different marketing softwares into 1 platform/process, so that small businesses can realistically execute on growing reviews, referrals and repeat purchases from their customers. Small Business Marketing Software helping grow Reviews, Referrals & Repeat Purchases via Text, Email, Voicemail & PenWritten Letters.
The intuitive CRM & Sales Management tool for small & medium sized businesses. Use TeamGram to boost your sales. Manage your sales pipeline, keep track of your customer interactions and never let a deal fall through the cracks. Prepare winning sales quotes, manage leads, create orders, manage multi-user tasks, track inventory, customize forms, and build custom applications. Backed by a friendly support team. Try TeamGram FREE for 14 days, or contact us today for a one-on-one demo! Intuitive CRM that will increase your sales performance.Manage your sales pipeline and beat the competition. Try FREE for 14 days!
Teamleader helps you and your team to work smarter so your small business thrives. Since Teamleader allows you to take charge of operational essentials, you can focus on projects and relationships. Bringing online CRM, project management and invoicing together with an intuitive software solution, Teamleader enables your team to collaborate, organize and build your business. Teamleader unifies CRM, project planning and billing in a simple and intelligent tool - helping small businesses work smarter.
MyCo is the dream-come-true solution for any self-employed or small business owner. This is because it provides a simple, user-friendly and versatile all-in-one platform to manage your customer data, email/SMS marketing, appointments, customer enquiries and bookkeeping. It is already readily integrated with bulk email, bulk SMS and STRIPE payments, allowing you to start getting value from day 1. Simply sign up, and start your business journey on MyCo! MyCo provides a simple, user-friendly and versatile all-in-one platform to manage your customer data, emails/SMS, bookkeeping etc.
The only easy to use CRM platform for small businesses that can handle 100,000s of leads and automate the workflows in your processes. FLG is a complete 6-in-1 platform that includes a powerful CRM, multi-channel customer contact, intelligent workflows, integration options, marketing automation and reporting & analytics. Unlike our competition, we include 5 star telephone and email support, built-in compliance templates, and we don't make you change your sales process to use it! A 6-in1 CRM platform for small businesses that's easy to use, handles 100,000s of leads & automates the workflows in your processes.
The most complete business management solution in the cloud for small companies and self-employed people. Stop wasting time searching the web for separate apps to run your business. KeyOffice gathers everything you need for your everyday operations in one place, linking the most essential features of ERP (Enterprise Resource Planning), BI (Business Intelligence) and CRM (Customer Relationship Management) together in a comprehensible, affordable and secured one-stop cloud application. Coordinate your daily work in the most easy and complete Business Management solution for small companies.
Relationship intelligence platform built to expand and evolve the traditional CRM. Relationship intelligence platform built to expand and evolve the traditional CRM.
Batchbook is a simple contact database that integrates with tons of apps. Keep all your meaningful contact info in Batchbook for a complete, current story about each person's history with your business. Search across contacts to find the exact person or people you need. Dynamic lists stay current. If contacts belong they're auto-added and if they don't they're auto-removed! Batchbook's mobile-responsive, so you can access contacts 24/7. We save you time so you can get to know your customers. Cloud-based contact management tool which assists small businesses with pipeline tracking, contact management and reporting.
SWARMHR - Cloud Based Workforce Automation HR, Accounting, CRM and ATS Software. Helps automate routine HR processes with integrated workflows to handle typical life cycle of an SMB employee from onboarding, managing, offboarding and compliance. SWARMHR - Cloud Based Workforce Automation HR, Accounting, CRM and ATS Software. Helps automate routine HR processes with integrated wo
No more trying to keep track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your whole sales process, and by splitting leads and opportunities into separate pipelines it gives you more insights on how to accelerate it and make sure nothing falls through the cracks. With one central place to track everything from first touch to winning the deal, your team will know exactly how each deal is progressing at every stage of the sales cycle. Teamwork CRM lets you split leads and opportunities into separate pipelines giving you visibility and control over your sales pipeline.
Lab Event offers event organizers a SAAS tool to manage clients, budgets, service providers, events and activities. Lab Event offre aux organisateurs d'evenements un outil en format SAAS pour gerer les clients (CRM), les budgets, les prestataires evnementiels mais surtout les evenements de A Z. Lab Event offers event organizers a SAAS tool to manage clients, budgets, service providers, events and activities.
Tired of a CRM built for a big sales team? If you're responsible for actually serving clients while trying to land more, Mimiran provides a simple CRM that helps you get things done, including: - Convert more web visitors into leads (online lead generation) - Convert more leads into conversations - Convert more conversations into (e)signed proposals - Stay in touch with the people who matter, and know who (and which pages) drive revenue. - Maybe actually start to enjoy sales. ;-) The CRM for people who hate "selling".
Web-based system that offers activity and diary management, quotes automation, opportunity tracking, contact and document management. Web-based system that offers activity and diary management, quotes automation, opportunity tracking, contact and document management.
True Client Pro provides wedding and event professionals with a user friendly, and all-inclusive platform that simplifies operations and helps grow their brand. With our software, you can automate your business processes including: contact us forms, lead management, inventory management, recipe building, proposal, contracts, client portals and much more. True Client Pro was built to be a one-stop shop so owners can spend more time generating sales and and delivering top-notch service to clients. Manage business processes for your small business: proposals, contracts, inventory management, recipes and much more.
Powerful On-Premise (Desktop) and Cloud CRM solutions geared towards small and medium sized B2B businesses. Highly configurable so you get a system that fits your business. Excellent integrations with Outlook, Gmail, and various accounting applications. On-Premise (Desktop) and Cloud CRM solutions geared towards small and medium sized B2B businesses.
At Coanics, we are able to cater to businesses large and small, however, small business is an area we are familiar with as we are a small business ourselves. Manage your sales pipeline, build successful email campaigns, organize contacts, cases, projects, documents, events, and more! Improve real-time visibility and decision-making support with Coanics easy-to-use online analytics and dashboards helping you understand how your data impacts the well-being of your business! Coanics is the small business CRM you have been looking for! We offer analytics at a price that is perfect for your budget.
BOAST Groupware is the only business software platform that offers 15 fully integrated modules, with a single sign-on, that also integrates with your current apps thus providing a comprehensive simple to use solution. BOAST modules include: expenses, training, documents, projects, ticketing/cases, asset mgmt, conference, time sheets, CRM, sales opps, custom reports, workflows, password vault, contacts and also tracks time off. BOAST just makes work easier! Let BOAST simplify your job today. An all-inclusive business operations platform built for collaboration throughout your organization with 18 fully integrated modules.
Helping small businesses simplify daily tasks Helping small businesses simplify daily tasks
Customizable CRM that helps businesses automate workflow and marketing, manage deals, and track tasks with interactive dashboards. Customizable CRM that helps businesses automate workflow and marketing, manage deals, and track tasks with interactive dashboards.
PC Based CRM with Apps for Android and iPhone. Traditional On-Premise CRM database to track your customer history and schedule. Contacts, Calendar, Tasks, Notes, History, Expenses. Multi-user scheduling calendar. Everything you do on your PC can be shared real-time in your office and also synchronized to other offices, mobile phones and tablets. Includes Outlook Add-In. Pro version features multiple user scheduling. Tradiitional PC based CRM Contact Manager with matching real Mobile CRM Apps.Two-week free trial.One time price.
Secure and reliable CRM to manage Sales, Contacts and Activities. You can integrate your emails and calendars, automate recurring tasks, get Leads from web forms or API, and much more. Focused on helping you track Deals without spending hours filling out forms. You can take control of your sales process, set Events for your next actions that sync with your gmail or outlook calendar, etc. Onpipeline eliminates the need for training sessions as required by other CRM systems. Secure and reliable CRM to manage sales and contacts. Integrates with your email and calendar! Ideal for Sales Teams and online Leads.
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A suite of CRM solutions designed to increase sales, optimize customer service, improve marketing performance, and manage contacts of your company. CRM solutions built to increase sales, optimize customer service, improve marketing performance, and manage contacts of your company.
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Homey is a leading provider of cloud-based applications for craftsmen, tradesmen, and service professionals. Homey connects people, applications, and devices through a unified platform to help companies build quality projects and offer quality service to homeowners. Homeys powerful CRM for the construction and service industries lets businesses, from start-up to enterprise, manage their sales, projects, marketing, and back office through one easy-to-use SaaS solution. Cloud-based CRM solution for craftsmen, tradesmen, and service professionals.
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Lightning Service automates those daily repetitive tasks and helps small business to focus on running their business. Lightning Service automates those daily repetitive tasks and helps small business to focus on running their business.
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Digifactory is a SaaS solution that supports start-ups, SMEs and groups of all sectors in the management of their business. Digifactory is a SaaS solution that supports start-ups, SMEs and groups of all sectors in the management of their business.
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All-in-one mobile app & web platform that helps local service-based small businesses run and grow their business. From promotion to payment - we have you covered. - Free modern website with lead form with every account - Promote your work with photos and local check-ins - Customer reveiws - Social share integration - Professional branded quotes & invoices - Accept electronic credit card payments All-in-one mobile app & web platform that helps local service-based small businesses run and grow their business.
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All-in-one software solution that gives you the tools to be one step ahead of the competition. All-in-one software solution that gives you the tools to be one step ahead of the competition.
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Easy-to-use content builder, real-time analysis in a dashboard view, and re-marketing functionality. Easy-to-use content builder, real-time analysis in a dashboard view, and re-marketing functionality.
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BQUADRO embodies the need to adopt a data-driven approach to organize, monitor and optimize the marketing activities of a company. Main features: user adoption & engagement projects, custom email marketing campaigns, BQUADRO analytics, sales pipeline to manage deals, people and relationships management. BQUADRO embodies the need to adopt a data-driven approach to organize, monitor and optimize the marketing activities of a company.
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Get the best CRM for small business 2020 to manage leads automate your sales & marketing . variable soft CRM provides you a CRM which is free to use and easy to use. It has basically created for small business also so that everyone can use it . To use our best free CRM trial & more details give us a call at +918952012870. At variable soft CRM you can find all basic features suitable for your business requirements which can help in your business growth.
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Agendor is a CRM and business management platform that acts as a dashboard and personal assistant to sales teams. Through the platform, it is possible to centralize contacts, monitor ongoing business and have greater visibility of the results. Ideal for companies with consultative and field sales, the mobile app works offline and features Smart Flows, suggesting what must be done to evolve negotiations. Agendor is a CRM and business management platform that acts as a dashboard and assistant for sales teams.
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SAVE TIME, MONEY. Buy/integrate/learn 4+ apps? How they work/work together? Not easy. Using 4+ products daily? Harder still. Syncing, cutting/pasting to email/ web conf/ webinar? Multiple reports/app? FBP has everything - in a single login & great usability. Get/ nurture/ manage contacts/ leads/ customers. No Team? Small Team? FBP is for you. See our profile categories & website for details (way too much to list here). 30 day Free trail/setup help to start fresh or move data from? We're here 4u BEST VALUE <ALL included for one low price> You don't need 4+ products to Market/ Sell/ Support just FBP & it's easier to use ! !
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All-in-one CRM solution offering easy and flexible sales & marketing automation to small & medium sized businesses. All-in-one CRM solution offering easy and flexible sales & marketing automation to small & medium sized businesses.
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CRM SILVERTOOL is fully customizable and allows you to create your own Full-Web CRM applications without programming, thanks to a range of extremely powerful tools, which will adapt to each of your specific needs. Get your free demo so we can tell you more about it! CRM that adapts to your business. It allows you to create your own CRM application without programming.
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Simple CRM to manage your small business from one place including bookings, clients, sales, staff, expenses and more. Simple CRM to manage your small business from one place including bookings, clients, sales, staff, expenses and more.
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GoDial is an easy to use auto call dialer app for ios and android. With an inbuilt CRM, voice note recorder and payment tracker, GoDial is ideal for all mobile sales call and customer tracking needs. Import Excel and start auto dialing. Set voice notes, callback reminders, track lead stage and much more. The enterprise version allows managers to build teams and track calling agents' progress to get a big picture from a central dashboard. Turns your phone into a call center. Import Excel, start automatic call dialing, schedule callbacks, set voice notes, CRM and more.
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CRM solution that assists businesses with task lists, collaboration, Gantt charts, timesheets, presentations, and more. CRM solution that assists businesses with task lists, collaboration, Gantt charts, timesheets, presentations, and more.
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Villanett is a cloud-based ERP that includes administrative management (sales, telemarketing, clients, CRM), accounting and payroll. Villanett is a cloud-based ERP that includes administrative management (sales, telemarketing, clients, CRM), accounting and payroll.
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Teknovate CRM works as a personal Lead Manager for you. it will capture your leads from all the sources like website, Social media, B2B Portals, etc, do auto follow up of its & reminding you for all. So increase your sales & even sell it when you are sleeping. And generate lots of reports to move your business to the next level. You also can create a beautiful Email template for your business in minutes and run your marketing campaign and generate lots of leads and convert it into your Client. Teknovate CRM helps you to Sell Smarter, Better, & Faster. It enables you to Propel Growth, Improves Sales, and Increase Bottom Line
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Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs. Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs.

CRM for Small Businesses Buyers Guide

What is small business CRM software?

Small business CRM software allows small and midsize businesses to manage relationships with customers and prospects. This software helps manage client information, track customer interactions, and automate marketing and sales processes. By facilitating better management of customer business data, small business CRM software helps businesses make decisions about which products and services they should offer to each customer.

The benefits of small business CRM software

  • More leads and enhanced sales performance: Automated CRM software helps small businesses showcase their products/services on multiple channels and capture more leads. It also helps track leads through their lifecycle, and convert quality leads into customers.
  • Data-driven decision-making: Small business CRM software provides insights into customers and their buying behavior by gathering data from multiple sources. It deciphers trends and patterns in customer behavior, which helps businesses build strategies, improve brand loyalty, and launch customer-focused products/services.
  • Improved customer management: Small business CRM software provides insight into the status of every customer/lead, meaning businesses can better manage their customers by tracking their interactions and activities at each stage of the sales cycle.

Typical features of small business CRM software

  • Contact management: Store and find contact information such as names, addresses, and social media accounts in a searchable database.
  • Interaction tracking: Add notes and document conversations with customers across multiple channels, including email, phone, live chat, and social media.
  • Lead management: Track and manage leads throughout the sales process, from capture to conversion. 
  • Task management: Create tasks, add descriptions, set start and due dates, estimate required effort, and assign users. 
  • Reporting/analytics: View and track pertinent metrics related to customers and prospects. Generate custom reports on leads, sales figures, and sales reps in various formats.  
  • Sales pipeline management: View and track lead status in each stage of the sales funnel. 

Considerations when purchasing small business CRM software

  • Carefully evaluate your feature requirements: The features offered by different software products can vary widely depending on the vendor. While the ones listed above are some of the basic features a small business will need to support its CRM function, your organization may have unique requirements. Before investing in any tool, study your needs carefully to determine what features are essential to your business.  
  • Integration with other applications: Most businesses seeking a CRM tool already utilize standard systems such as accounting , project management , and email marketing software. If your business uses these or other systems, be sure the CRM software you choose integrates with your existing tools to streamline data flow between tools and eradicate redundant data entry in multiple systems. 
  • Total cost of ownership: With the variety of CRM software available in the market, choosing one that meets your budget and business requirements is crucial. Unlike enterprises, small businesses can’t shell out a huge amount of money for software tools. It’s important that such buyers determine the total cost of ownership for any tool they’re considering purchasing, which goes beyond one-time licensing fees or monthly/annual subscriptions to include the cost of support services, data migration, implementation, etc.
  • Artificial intelligence (AI) is accelerating automation: AI-driven software and AI chatbots are increasing in popularity, and can help small businesses through automation of tasks such as email personalization, lead management, customer service, and sales forecasting. For example, AI can help personalize emails for specific customers based on previous interactions. Statista predicts that this sector in the U.S could gain an additional $396 billion by 2021 by adopting AI.
  • Social CRM will boost customer relationships: Small businesses are connecting with customers via social media and other virtual communities in a more personalized manner. This not only helps businesses gain insights into customer buying behavior and nurture quality leads, but also lets them engineer customer experiences to offer greater value and increase ROI.