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monday sales CRMLeveraging the adaptable low-code/no-code platform of monday.com, WORK OS, the monday sales CRM offers a fully customizable solution that enables business owners and sales teams to efficiently oversee all facets of their sales cycle and customer information in a singular, centralized system. Users can effortlessly capture leads from various sources, manage contact information with ease, and monitor the status of every deal, ensuring that no potential opportunity is overlooked. With the ability to create tailored dashboards, teams can confidently analyze their data and gain a comprehensive view of sales activities and performance, allowing for the optimization of processes or strategic adjustments without requiring IT knowledge. The monday sales CRM significantly reduces hours spent on repetitive tasks by automating manual processes through no-code solutions and seamlessly integrates with existing tools used by sales teams. Additionally, it supports the nurturing of client relationships by facilitating the management of post-sale activities, including onboarding and project oversight, while allowing for the effortless generation of personalized invoices and quotes. In contrast to conventional CRMs, monday sales CRM stands out as an exceptionally user-friendly platform, ensuring that sales teams are equipped with a CRM they genuinely enjoy using, thereby enhancing overall productivity and engagement. Moreover, the system's flexibility ensures that it can evolve alongside the changing needs of the business.
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Pipeliner CRMPipeliner has transformed the landscape of CRM with its distinct visual interface, a no-code workflow automation engine, real-time dynamic insights, and comprehensive reporting features. No other CRM platform provides sales professionals and managers with such a multitude of options for visualizing and interpreting sales data, along with intelligent insights generated by the system itself. The robust automation capabilities of Pipeliner, coupled with its seamless integration with various other systems such as email, ERP, and marketing platforms, significantly reduce the burden of routine manual tasks that often accompany traditional systems used by sales teams. What sets Pipeliner CRM apart from conventional CRM solutions is its unique approach, leading to high adoption rates, a low Total Cost of Ownership, and a swift Return on Investment. Users find the system intuitive and straightforward, requiring minimal training and causing little disruption to business operations during implementation. This combination of features not only enhances productivity but also fosters a more efficient sales process, ultimately benefiting the entire organization.
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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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C2CRMClear C2 recognizes that each business has unique requirements. As a result, C2CRM has been crafted to let you choose the features that best suit your needs. Our CRM solution is not only budget-friendly but also adaptable as your business expands. C2CRM consists of four interchangeable modules that together form a comprehensive CRM package: Customer Service, Sales Automation, and Marketing Automation, all designed to enhance efficiency. At the heart of our offering is the C2CRM Relationship Management module, which serves as the foundation of our system. It encapsulates all the essential logic necessary for managing your business relationships effectively. Equipped with integrated dashboards and reporting tools, you can gain a holistic view of your accounts, contacts, activities, and automated workflows, ensuring that you are always informed and ready to make strategic decisions. This level of insight is crucial for driving growth and improving customer satisfaction.
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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.
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PepperiPepperi stands out as the premier unified B2B sales platform tailored for medium to large CPG/FMCG manufacturers and distributors. This comprehensive omnichannel commerce solution oversees every facet of your B2B sales operations and features a powerful trade promotions module. Offering a B2C-like interface, Pepperi encompasses a B2B eCommerce storefront, a mobile order-taking application for iOS and Android, Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting/DSD, and Inside Sales—all within a single, integrated cloud platform that operates seamlessly both online and offline across all devices to enhance B2B sales efforts, whether digital or face-to-face. Moreover, the Pepperi IPaaS (Integration Platform as a Service) ensures your data remains in sync with existing software solutions, including ERPs, accounting systems, and payment and shipping gateways. With a trusted presence among over 1,000 companies across 65 countries, Pepperi also maintains offices in the United States, Europe, the Middle East, and Australia, solidifying its global reach and commitment to client success. This extensive support network enables businesses to maximize their sales potential while navigating the complexities of both online and in-person transactions.
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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.
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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.
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DetrackDetrack is an innovative cloud-based software-as-a-service platform that combines vehicle tracking with a real-time electronic proof-of-delivery (POD) system, earning recognition for its effectiveness in managing last-mile logistics. This award-winning application empowers businesses with immediate updates regarding their delivery statuses while also recording essential proof, including customer signatures, timestamps for job completions, and details about rejected items or unsuccessful deliveries. Additionally, it enables customers to document service completion with photographs, enhancing accountability. Users can also automate the process of sending SMS notifications to customers before and after deliveries, as well as when drivers are en route to their destination, ensuring continuous communication throughout the delivery process. Such features make Detrack an invaluable tool for companies aiming to optimize their delivery operations.
What is izOrder?
When getting ready for meetings, showcasing products, securing orders, managing various activities, and interacting with clients, an array of tools can significantly boost efficiency. By refining sales time and minimizing order management expenses, companies can greatly enhance their operations. Moreover, providing superior support for sales teams and reducing the costs associated with field IT can result in higher productivity levels. Users are equipped with an extensive catalog of all active product references, which includes the most recent items and promotions. They can efficiently process orders, modify quantities, prices, and discounts, while ensuring that client approvals are captured. In addition, the system enables the creation of visit reports and facilitates data synchronization back to the main office. Featuring a multi-tree structure, the catalog contains thorough item descriptions with images, videos, specifications, packaging details, pricing, stock status, and related products. This platform functions offline and has a discreet online capability utilizing either 4G or Wi-Fi. It guarantees complete bidirectional data synchronization for smooth operation. Furthermore, the platform enhances activity tracking by generating reports directly through izOrder and integrates seamlessly with email clients for improved communication. Such a holistic strategy not only streamlines the sales process but also cultivates a more organized and productive environment for sales teams. This ultimately leads to improved customer satisfaction and better overall business performance.
What is CIS-Companion Route?
Our Companion® Route software offers unmatched benefits for enhancing delivery operations. Users on the mobile platform can swiftly input quantities to invoice, whether by product or customer, utilizing established screens for billing, orders, and returns. Additionally, the mobile interface allows users to answer various questions and capture images. Office reports enable comprehensive access to these responses and photographs. Customers can also examine sales and return data from the previous week, broken down by product. This system facilitates a quick review of critical statistics such as sales figures, returns, and return percentages, both in monetary terms and unit counts, categorized by customer and product. Such insights empower more effective decision-making. All data is securely stored in a cloud vault that is accessible to the handheld device, ensuring confidentiality. For added security, the delivery personnel only have access to the card type and the last four digits, safeguarding sensitive customer information. Users can feel confident knowing their data is protected while still benefiting from the software's robust features.
Integrations Supported
Acomba
Infor Financials & Supply Management
Microsoft Dynamics 365 Business Central
Oracle Fusion Cloud ERP
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
SAP ERP
Sage 300
Sage 50
Integrations Supported
Acomba
Infor Financials & Supply Management
Microsoft Dynamics 365 Business Central
Oracle Fusion Cloud ERP
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
SAP ERP
Sage 300
Sage 50
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
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
ADSI-Group
Date Founded
2005
Company Location
France
Company Website
www.adsi-group.com
Company Facts
Organization Name
CIS Group
Date Founded
1977
Company Location
Canada
Company Website
www.cis-group.com/en/suites-en/cis-companion-route/
Categories and Features
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
Categories and Features
Distribution
Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management
Food Service Distribution
Costing
Customer Management
Import / Export Management
Inventory Management
Lot Tracking
Order Management
Picking & Routing
Purchasing
Quotes / Estimates
Traceability
Vendor Management
Warehouse Management
Mobility
App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring
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