Ratings and Reviews 45 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
HubSpot CRMHubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.
-
PipedrivePipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.
-
Act!Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
-
RepfabricRepfabric is an innovative customer relationship management (CRM) platform that integrates seamlessly with your email to provide extensive features for managing contacts, calendars, and tracking deals. Imagine easily overseeing your commissions from the CRM to the point of sale, thus removing the hassle of spending long hours on Fridays inputting weekly activities. With Repfabric, you have the convenience of updating all your data directly from your mobile device right after each call. You can swiftly record sales conversations using voice-to-text technology within a minute while the details are still fresh, ensuring nothing slips your mind. Gain insights into client interactions and potential opportunities by reviewing account activities, and access sales metrics and trends from manufacturers right through the mobile application. If you find yourself unexpectedly available due to a canceled sales appointment, there's no need to fret. You can take advantage of the Nearby feature to identify the closest client and maintain your productivity with face-to-face meetings. Our dedicated customer care team is committed to making your transition effortless and stress-free, enabling you to focus on growing your business. Additionally, our experienced data team, well-versed in various CRMs and legacy commission systems, handles all the intricate tasks, so you can devote your energy to what truly counts: your success. This combination of features and support ensures that you’re always equipped to meet your clients’ needs effectively.
-
Pipeliner CRMPipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite, and over 50 popular apps, plus access it on the go via iOS and Android mobile apps. Sales teams save time on routine tasks, gaining more opportunities to close deals, while managers benefit from easy forecasting, automated reports, and performance insights without micromanaging. Boasting the fastest ROI and lowest TCO in the industry, Pipeliner offers unmatched innovation, complete customization without coding, and exceptional support from real experts. Join the 95% of clients who stay loyal after five yearspipelinersales.com and transform your sales process today. Experience the difference—sign up for a free trial and see why Pipeliner CRM is the heartbeat of successful sales organizations.
-
CallShaperAn All-In-One Call Center Solution CallShaper’s cloud-driven software for call centers offers a straightforward approach to call management. Inbound and outbound call center managers benefit from CallShaper's dynamic, user-friendly, and adaptable platform for optimizing their operations. The platform is tailored to help call centers lower expenses and enhance return on investment. CallShaper collaborates with businesses to boost contact rates, monitor agent performance, manage leads and sales workflows, and optimize outreach efforts. Managers can easily route calls to different parties using the intuitive drag-and-drop interactive Voice Response (IVR) editor, which considers agent availability, type, and timing. CallShaper also enables call centers to examine databases to identify leads, whether landline or mobile, as well as manage Do Not Call list entries and track call abandonment rates, aiding customers in adhering to Telephone Consumer Protection Act (TCPA) regulations. Supervisors have the capability to upload leads in bulk, while agents can rely on call scripts to effectively address and resolve customer inquiries. Furthermore, with predictive and preview dialing features, marketing agents can streamline their call processes and gain insights into lead information prior to engaging with clients, thus enhancing overall productivity and efficiency.
-
Shape SoftwareShape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.
-
SalesNOWAre you in search of a CRM that offers more than just basic contact management? SalesNOW CRM provides a comprehensive solution that streamlines sales processes, monitors leads, and enhances your team's overall productivity. You can craft impressive proposals and intricate quotes that not only wow clients but also expedite the deal-closing process. Thanks to its mobile and web accessibility, you can maintain connectivity and oversight no matter where you find yourself. What sets SalesNOW apart? In contrast to many platforms, where half of CRM implementations fall short, SalesNOW prioritizes your success. Our team of Business Analysts tailors the system to meet your specific requirements, while dedicated Account Managers make sure every user receives thorough training, empowering them to harness the platform's full capabilities effectively. Opt for SalesNOW CRM for a customized and dependable solution that evolves alongside your business, ensuring enduring success and growth. With a focus on user satisfaction and continuous improvement, SalesNOW is designed to adapt to the ever-changing needs of your organization.
-
DemandFarmDemandFarm provides three entirely Salesforce-integrated products designed to help businesses realize the complete revenue potential of their major accounts: The Account Planner serves as a comprehensive tool for streamlining account planning, discovering untapped opportunities, assessing competition, consolidating account intelligence, conducting both in-app and offline quarterly business reviews, and monitoring revenue impact indicators at the portfolio level. With the Org Chart product, users can effectively visualize intricate organizational structures, build detailed relationship maps tailored to specific opportunities, evaluate engagement frequency and effectiveness with key stakeholders, and devise targeted engagement strategies—all within a single interface. The Opportunity Planner allows for the application of various sales methodologies such as SPIN and MEDDIC, offering a flexible planning tool that enables precise scoring of opportunities for improved prioritization, the creation of opportunity-specific organizational charts, and the consolidation of all relevant information into one dashboard while confidently assigning next steps. Additionally, DemandFarm holds certifications for ISO/IEC 27001:2013 and ISO/IEC 27701:2019, and is compliant with SOC2 Type II standards, ensuring robust security and privacy measures. Discover why more than 15,000 users appreciate DemandFarm for managing their key accounts by visiting demandfarm.com, and see how these tools can transform your account management processes.
-
JobNimbusJobNimbus, recognized as the top all-in-one roofing application with a stellar 4.8 rating on app stores, has been empowering contractors since its establishment in 2013. This invaluable tool is utilized by countless contractors to efficiently oversee every aspect of their business, encompassing marketing, sales, and production. "This is absolutely incredible!" "This is truly fantastic!" ** MARKETING ** • Search Engine Optimization • Paid Advertising • Google Business Profile • Website Management ** SALES ** • Scheduling Capabilities • Lead Tracking • Visual Boards • Tailored Sales Workflows • Sales Automation Features ** PRODUCTION ** • Production Boards • Customized Job Workflows • Automation for Production Tasks • Note-taking Options • Task Management • Direct Ordering from Beacon Pro+ and Roof Hub SRS • Work Orders • Subcontractor Coordination • Comprehensive Reporting ** BILLING ** • Invoicing Solutions • JN Payments System • Text-to-Pay Functionality • Financing Options • QuickBooks Two-Way Sync ** COMMUNICATION ** • Engage Texting Feature • Email Integration • Caller ID Functionality • @mentions for Team Collaboration • Job Sharing Capabilities • Centralized Notification Center Equipping your entire team with this comprehensive roofing app guarantees enhanced efficiency and streamlined processes. With JobNimbus, contractors can truly elevate their business operations.
What is Nutshell?
Managing your CRM shouldn't be a source of anxiety.
Nutshell serves as a comprehensive platform for CRM, sales automation, and email marketing, designed to aid B2B organizations in collaborating effectively to secure more deals.
User-friendly yet robust enough to meet the needs of any business, Nutshell is tailored for teams looking to eliminate the hassle of juggling multiple sales and marketing tools, without incurring the cost of a full-time administrator to manage their software ecosystem.
Every subscription to Nutshell comes with unlimited data storage, customizable reporting options, complimentary assistance for data migration, and outstanding live support, all at a budget-friendly price.
It seamlessly integrates with the software that small businesses are already familiar with, such as Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Additionally, Nutshell provides dedicated mobile applications for both iPhone and Android users.
As a prominent CRM solution for small businesses with a vast global customer base, Nutshell is perfectly suited for any B2B enterprise that prioritizes relationship-building, including sectors like manufacturing, professional services, technology, wholesale, and non-profit organizations.
Explore what Nutshell has to offer—you might just find the perfect partner for your business growth journey.
What is Cliffox?
Cliffox fulfills all your needs by providing a range of services, including business analysis, product demonstrations, custom programming, integration of software and hardware, staff training, and extensive support both remotely and in-person, all centralized for your convenience. The invoicing process is simplified through their user-friendly system. With Cliffox Inventory, you can instantly access vital inventory and customer details, eliminating the hassle of searching for important stock or client information. This emphasis on efficiency allows you to focus more on your primary tasks by utilizing Cliffox Inventory effectively. Instead of navigating through chaotic spreadsheets to find data, the Purchase Order feature in the Cliffox app streamlines access to supplier information. Cliffox’s comprehensive and user-friendly inventory and sales management software is crafted to support business expansion while seamlessly linking critical front and back office functions. With Cliffox, you have the capability to manage every element of sales and inventory with precision, ensuring the seamless operation of your business. This efficient methodology not only conserves time but also boosts productivity throughout your organization. Ultimately, Cliffox empowers you to optimize your business operations, paving the way for sustainable growth and success.
Integrations Supported
3CX
ActiveCampaign
Asana
Checkfront
Ema
Facebook
Formstack
Formstack Documents
FreshMail
LiveChat
Integrations Supported
3CX
ActiveCampaign
Asana
Checkfront
Ema
Facebook
Formstack
Formstack Documents
FreshMail
LiveChat
API Availability
Has API
API Availability
Has API
Pricing Information
$13.00/month/user
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Nutshell
Date Founded
2009
Company Location
United States
Company Website
www.nutshell.com
Company Facts
Organization Name
iCreative Works
Date Founded
2011
Company Location
Sri Lanka
Company Website
www.cliffox.ca
Categories and Features
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Categories and Features
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Inventory Management
Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management