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Ratings and Reviews 12 Ratings
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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.
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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.
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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.
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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.
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BirdeyeBirdeye stands out as the leading platform for managing reputation, social media, and customer experiences for local brands and businesses with multiple locations. More than 150,000 enterprises utilize Birdeye’s AI-driven solution to enhance their online visibility, boost their reputation, simplify social media management, engage through various digital platforms, and provide an exceptional customer experience that leaves a lasting impression. This powerful platform is designed to meet the unique needs of businesses striving for excellence in customer interactions.
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AestheticsProAestheticsPro stands out as the leading all-in-one software solution for medical aesthetics in the current market. It boasts HIPAA compliance in the cloud, features integrated point-of-sale systems, targeted advertising, and comprehensive reporting that focuses on results, all while offering electronic charting and a client portal equipped with convenient "book now" options. With AestheticsPro, you have access to every tool necessary for effectively managing your medical spa operations. Whether you are looking to streamline appointments or enhance client engagement, this software has you covered.
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ConvosoConvoso: The Premier Dialer for Ambitious Sales Teams Since its inception in 2006, Convoso has transformed the landscape of outbound sales. With the power of innovative AI technology, our platform goes beyond mere support for growth; it actively facilitates market leadership. We are dedicated to helping you differentiate your business, enhance profitability, engage with more prospects, and elevate your interaction rates to unprecedented levels. Plus, our integrated compliance features guarantee adherence to TCPA regulations and beyond, so you can focus on selling without concern. Trusted by countless enterprises in sectors such as insurance, financial services, solar energy, home improvement, BPOs, lead generation, and legal, Convoso is more than a simple dialing tool. It serves as the essential resource for top-performing closers who aim to succeed. With Convoso, you’re not just dialing numbers; you’re paving the way for remarkable sales achievements.
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KlaviyoKlaviyo enables companies to forge more intelligent digital connections by converting customer data into valuable and impactful interactions. It simplifies engagement for B2C brands across various channels, including email, SMS, web interactions, and customer reviews, ensuring they can reach customers at every point of interaction. With the endorsement of over 157,000 businesses, Klaviyo accelerates revenue growth in a more effective manner. The platform boasts over 350 integrations that facilitate quick onboarding for marketers. Key functionalities include predictive analytics, AI-driven automation, customizable templates, A/B testing, and user-friendly segmentation and email workflows, all designed to help marketers deliver the right message to the right audience at the optimal time. Additionally, Klaviyo provides seamless integration with payment processing and point of sale (POS) systems, including popular platforms such as Magento, Shopify, and WooCommerce, enhancing its utility for a diverse range of businesses. This comprehensive approach allows brands to not only communicate effectively but also to optimize their overall customer experience.
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CallToolsRevolutionize your contact center operations with CallTools, a cutting-edge cloud-based solution that seamlessly integrates both inbound and outbound dialing to maximize productivity. Boost agent efficiency while building stronger connections with customers through powerful features such as predictive dialing, call recording, and coordinated multi-channel campaigns via email and SMS. Obtain a comprehensive view of team performance with in-depth analytics and real-time reporting capabilities. With adaptable integrations, efficient queue management, and personalized IVR settings, CallTools streamlines processes and enhances call results. Improve your connection rates by utilizing sophisticated data targeting and dynamic caller ID technologies. Designed for simplicity, CallTools equips teams to tackle even the most challenging tasks effortlessly, ensuring a smoother workflow across the board. This innovative platform not only enhances operational efficiency but also fosters a more responsive and customer-centric approach in your contact center.
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EurekosWhile learning management systems are effective for employee training, they frequently overlook the specific requirements of educating customers and partners, along with the needs of customers' clients and partners. Eurekos stands out as a premier customer education expert in Europe, providing cutting-edge training software designed for both businesses and non-profits seeking external training, certification, or accreditation. The platform offers a comprehensive suite of tools that facilitate training across all stages of the customer journey, from pre-sale engagement to onboarding and beyond. With features that support rapid onboarding, sophisticated certification processes, eCommerce capabilities, unlimited brand portals, intricate organizational structures, and integrated content development, Eurekos prioritizes the highest standards of privacy and security, adhering to ISO/IEC 27001 and 27701 certifications. The company is dedicated to consistently enhancing its software, ensuring that clients have access to the most up-to-date features available in the learning management system market, keeping them competitive and efficient in their training efforts. As a result, Eurekos not only meets but exceeds the evolving demands of customer education.
What is Salesdoor?
Salesdoor provides a unique Customer Relationship Management system specifically designed for the healthcare, specialty pharmacy, and pharmaceuticals industries. Leveraging our extensive hands-on experience in specialty pharmacy services, we are well-equipped to meet your distinct needs. You deserve a solution that seamlessly integrates with your existing workflows, eliminating the hassle of complex setups. Strengthen your relationships with clients through Salesdoor, where you can oversee all communication and marketing initiatives from a unified platform. Our integrated contacts library allows you to expand your outreach and boost your growth potential. With Salesdoor’s sophisticated lead tracking capabilities, you can effectively develop, target, and retarget leads throughout every phase of your sales journey. Moreover, this solution negates the need for additional tools for project management, sales oversight, marketing efforts, or monitoring your internal team’s performance. Designed specifically for businesses focused on engaging physicians and healthcare professionals, Salesdoor ensures a thorough strategy for client interaction and sales achievement. Ultimately, this comprehensive approach enhances your ability to connect with potential clients, paving the way for long-term success.
What is Close?
Close stands out as the premier CRM solution for small businesses and startups eager to secure more deals in a shorter period. Your team can seamlessly engage with potential clients or existing customers through an integrated platform that offers SMS, email, and calling functionalities all in one place. This comprehensive tool operates independently, eliminating the necessity for separate sales email or calling applications.
Being cloud-based and budget-friendly, Close is not only user-friendly but also comes with clear pricing structures, making it particularly suitable for small to medium-sized enterprises. Subscription plans begin at just $49 per month.
The design of Close prioritizes maximizing sales efficiency for users. With a single click, you can initiate and receive calls, with every interaction automatically recorded—there's no need for manual data entry! As soon as the phone rings, relevant lead activity data appears on your screen, ensuring you always have access to essential information.
Furthermore, customer support is readily available through various channels, including email, phone, an extensive FAQ section online, and a self-service knowledge base, providing users with ample resources to assist them. This combination of features makes Close an invaluable asset for any sales team.
Integrations Supported
APIWORX
ActiveCampaign
Fivetran
Glances
Guideflow
HockeyStack
HubSpot Customer Platform
HubSpot Marketing Hub
Integry
Lead411
Integrations Supported
APIWORX
ActiveCampaign
Fivetran
Glances
Guideflow
HockeyStack
HubSpot Customer Platform
HubSpot Marketing Hub
Integry
Lead411
API Availability
Has API
API Availability
Has API
Pricing Information
$45 per user per month
Free Trial Offered?
Free Version
Pricing Information
$49.00/month
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
Copilot Provider Support Services
Date Founded
2011
Company Location
United States
Company Website
salesdoor.com
Company Facts
Organization Name
Close
Date Founded
2013
Company Location
United States
Company Website
close.com
Categories and Features
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
Customer Engagement
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
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
Healthcare CRM
Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
SMS Marketing
2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win
Categories and Features
Automotive CRM
Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management
Call Recording
Archiving
Call Sharing
Distributed Call Recording
Event Triggered Recording
File Transfer
Instant Retrieval
On-Demand Recording
Recording Bookmarking
Scheduled Recording
Screen Activity Recording
Video Call Recording
Call Tracking
CRM
Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
IVR / Voice Recognition
Keyword Tracking
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 Tracking
A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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
Lead Nurturing
A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management
Predictive Dialer
Call Monitoring
Call Recording
Call Results
Call Transfer
Callback Scheduling
Campaign Specific Caller ID
Contact Management
FCC Compliance
FTC Compliance
Lead Capture
Lead Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
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
SMS Marketing
2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win
Social CRM
Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management