Prophet CRM by Avidian: Review

What is Prophet CRM?
Avidian’s Prophet CRM software transitions Microsoft Outlook into a CRM (customer relationship management) solution for business team and sales use. Prophet CRM unifies your email, contacts, and calendar data from Outlook, including sales opportunities, stages, and records. This allows your team(s) to capture and analyze customer data with a central tool.

Intended Users
Avidian’s Prophet CRM is a great fit for a range of different industries, companies, and businesses, regardless of company size. It is best used for small businesses, but mid-size businesses can effectively utilize this CRM as well.
Some of the customers of Prophet CRM include businesses from the following industries:
– IT Service
– Construction
– Manufacturing and Distribution
– Food and Distribution
– Commercial Real Estate Services
– Mortgage Services

For case studies of these companies, take a look at the following link:

– PC
– Mobile
– Prophet Mobile Web

– Cloud Hosting Available

– On-Premise Hosting Available

Prophet Mobile Web
Features and benefits of the Prophet Mobile Web platform include:
– Accessing contacts, opportunity data, and companies from any mobile device
– Secure login
– View, edit, or create opportunities
– Add data and time stamp notes
– Tracking activity types associated with notes
– Access and edit contacts directly from within Prophet Mobile Web
– Add or edit products and services associated with opportunities
– Call or email contacts directly from within Prophet Mobile Web

Prophet CRM is build inside of Microsoft Outlook and needs essentially no maintenance or integrations. You can access this CRM from your desktop, laptop, or mobile device.

Sales Pipeline Management
This CRM expands upon the basic Outlook contact management and adds opportunity managers and companies — all of this information is displayed in a clean manner within the Outlook interface. Each record tracks sales activities as well as contact data for a comprehensive status report on the condition of a prospect.

Prophet CRM allows the sales team to find and use the data that is most important to closing deals. The sales pipeline management and project management capabilities are used by thousands of companies worldwide in order to manage customers, prospects, and vendors in a streamlined place.

Emails sent can be automatically tracked and saved within what is called the Prophet Opportunity Record — this includes emails sent from your mobile phone.

Prophet GridView displays deal information in a spreadsheet format that is intuitive and is combined with a simple filter, query, and sort capability that is similar to Excel. You can configure your sales pipelines the way you want to see them.

Mobile CRM
With Prophet’s CRM Mobile for iPad, iPhone, and Web, the CRM can stay connected to email linking and synchronization on the go. Use any Outlook connected application to send and receive emails as well as schedule meetings. With mobile, you can also keep tabs on tasks, contacts, etc…on the device you choose.

Sales Automation
The Prophet CRM’s sales automation allows your teams to make sales better and more efficiently by reducing repetitive tasks and notifying sales when to follow up. Prophet workflows execute specific Outlook activities automatically at designated sales stages. This saves a lot of time.
– Group email
– Auto-forms
– Workflows

Third Party Integrations
Avidian’s customer service team can connect Prophet CRM to front office and back office systems using integration methods such as:
– Scribe Online
– Avidian API
– Zapier

The Avidian team will work with your company to make integration possible as a part of your Prophet CRM installation.
The integration possibilities are nearly endless — Prophet CRM can integrate with external data sources such as Microsoft Dynamics, MySQL, OneDrive, Oracle, Dropbox, HubSpot, QuickBooks, SAP, and many more.

Full list of integrations:

Zapier Connects External Applications to Prophet CRM such as: Mailchimp, Hubspot, Quickbooks, Constant Contact, Survey Monkey, Infusionsoft, Freshbooks, Accounting Suite, Open ERP, and Zendesk.

Reports and Analytics
The analytics and reporting tools offered by Prophet merges data from Outlook and other sources in order to visualize what is happening within the sales pipeline. You can view forecasts, interactive pipelines, trended performance, and sales activities.

There are three types of customizable reports and analysis tool that are available within the Prophet CRM.
– GridView Reports
– Activity Based Reports
– Visual CRM Analytics
– Pipeline Activities
– Activity Reporting
– Sales Stages
– Wins

The Prophet dashboard gives each user/salesperson at-a-glance view of their daily tasks and pipeline. The sales automation function sends automated reminders to all sales teams in order to encourage prompt follow-ups. This CRM is customizable for a great match to each business’s unique sales process.

Plans and Pricing

Avidian’s Prophet CRM offers perpetual based and subscription licensing options for multi-user editions of this CRM. Subscription pricing minimizes upfront investment while perpetual pricing enables a lower total CoO (cost of ownership) over time.

Both pricing options include the cloud-based hosting and an Avidian guarantee of satisfaction.

Contact Manager

Price: $25 per user / month (billed annually)

This plan is for sales teams that want additional functionality in order to manage Outlook contacts.

  • Licensing: 2+ Users
  • Company and Contact Manager
  • Sales Automation
  • Outlook Contact Synching
  • Email Tracking
  • Quick Installation and Implementation (2 hours)


Price: $55 per user / month (billed annually)

This plan is for sales teams that need a full featured CRM that is integrated in tools you already use. This plan includes everything that the Contact Manager plan includes, plus:

  • Sales Pipeline Management
  • Opportunity and Company REporting in addition to Expanded Outlook Contact Management
  • Sales Activity Tracking and Reporting
  • Sales Automation and Configurable Sales Workflows
  • CRM Analytics: Visual Dashboards
  • Mobile CRM: Mobile Web Browser and iPhone Apps
  • GridView: Customizable Excel-like summary dashboards that are sortable, filterable, and exportable
  • 400+ integration options available
  • Role and department based access control, data-sharing, and control
  • Email linking
  • Cloud and on-premise hosting


This plan is for multiple departments who need to work together more effectively within their own department as well as with others.

Price: $75 per user / month (billed annually)

This plan features everything in the Team plan, plus:

  • Unlimited departments
  • Department specific fields, templates, and forms
  • Automated notifications with Prophet Instant
  • Data and record sharing access management across departments

Customer Support
The great part about setting up Prophet CRM is that Avidian’s professional services team manages each installation from the initial planning stage, to user adoption, all the way to post-installation support.

Free Trial
You can sign up for a free 30-day trial by requesting it at the following link:
There is no obligation and no credit card required.

Free Demo
You can also get a free online demo of Prophet CRM using the following link:

Read Next

ProsperWorks CRM: Review

Deltek Vision CRM for Medium to Large Businesses: Review

amoCRM: Review

Infusionsoft: Review

Freshdesk: Review

Insightly CRM for SMB: Review

Deltek Vision CRM for Medium to Large Businesses: Review

What is Deltek Vision CRM?

Deltek Vision CRM (Deltek from here on) is a project-based solution for a variety of professional services and firms. Available in both cloud and on-premise deployment, this software with customer relationship management features is designed for project-focused businesses.

The CRM module is powerful enough for mid-size and large enterprises’ resource planning. This CRM, called “Vision,” places your clients at the center of your business or corporation. With a range of features including automated client management, mobile compatibility, and Outlook integration, Deltek Vision’s CRM suite will take care of all of your project-based business needs.

Intended Users

Deltek vision is a solution for professional firms such as:

  • Management
  • IT Consulting
  • Market Research
  • Engineering
  • Architecture

…and more. Whatever your project-based business is, this CRM is powerful and is intended for mid-size and large enterprises.


  • Web, Cloud, SaaS
  • Supported OS’s
    • Windows
    • Web Browser (OS agnostic)
  • Mobile (via Applications)


  • iOS App
  • Android App
  • Windows Mobile App


Deltek Vision CRM uses resource management, project accounting, time and expense management, as well as business development, all in one software. This powerful software includes a range of features that can be used in multi-currency, multi-company settings as well as all aspects of financials such as AR, AP, revenue recognition, and budgeting.

This CRM gives you critical business data in real-time through: customizable reports, alerts, and role-based graphical dashboards. Even better, this CRM gives its users tablet- and mobile-friendly interfaces and mobile applications for Android, iOS, and Windows mobile devices.

When you find your team members busy in client meetings, inspections, at site visits, doing field work, working on their part in the project, etc…, this CRM is here to help. It is powerful, comprehensive, and accessible anywhere at any time.

  • Client Relationship Management
  • Client and Contact Management
  • Proposal Automation with Adobe InDesign Integration
  • Integration with Microsoft Outlook
  • Government Form Automation
  • CRM Data on Mobile Devices
  • Visibility in Client Life Cycle (to nurture existing customers, find new clients, and win more projects)
  • Project-Based Features
  • Opportunity Management
  • Marketing Automation
  • Increase Pipeline
  • Schedule Follow-Ups
  • Access Client Details
  • Mitigate Risks
  • View, Create, and Submit Timesheets

This CRM by Deltek Vision is for professional services that run on a project basis and need unique tools to maintain customer relationships as well as find new customers in a way that suits their services.

Free Demo

You can watch a demo on demand by following this link and registering:


For information on pricing, you must contact Deltek directly to get the CRM software with the exact features you need at the price you want.

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ProsperWorks CRM: Review

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PipelineDeals Sales CRM: Review

Infusionsoft: Review

Five9 Cloud Contact Center: Review

Freshdesk: Review

ProsperWorks CRM: Review

What is ProsperWorks?

ProsperWorks is a customer relationship management (CRM) software that is cloud-based, reasonably priced, and offers solutions to a variety of industries. With everything from email integration, customer data features, opportunity management, and intelligent interaction features, this CRM software is useful for a ton of industry solutions.

In addition, if your business uses Google, ProsperWorks CRM is highly recommended by Google for G Suite integration.

Intended Users

ProsperWorks CRM is great for use with both small and medium businesses (SMBs) as well as large enterprises. This cloud-based CRM can be used on a variety of platforms that make this software ideal for just about any business, regardless of computer systems used or size of business.

Industries that can benefit from this software include real estate, advertising, distributions, sales, and more.


  • Google
  • Peugeot
  • Fancy
  • USV
  • AppLift
  • Pivotal
  • Udacity
  • Target
  • eShares
  • Il Fiorello


  • Windows
  • Mac OS
  • Web Browser (OS agnostic)
  • Mobile Suite


There is a range of features that ProsperWorks CRM offers to give their users an all-in-one cloud-based experience that offers everything from reporting, customer relationship management, Google Suite integrations, and mobility.

  • G-Suite Integration
  • No Manual Data Entry
  • No Lost Emails
  • Email Tracking
  • Automated Tasks
  • Team Activity Tracking
  • Multiple Pipelines
  • Gmail Chrome Extension
  • Google Sheets Add-on
  • Pipeline Reports
  • Lead and Sales Dashboards
  • Forecast Management
  • Activity Tracking
  • Leaderboard
  • Goal Setting
  • Today Dashboard
  • Sales Dashboard
  • Leads Dashboard
  • Enterprise-Grade Security
  • Mobile Suite
  • Integrations

Free Trial

You can try ProsperWorks CRM for a free 14-day trial at:

All you need is your name and email address to get started.

Plans & Pricing

There are four ProsperWorks plans to choose from: Basic, Professional, Business, and Enterprise.

Basic Plan

Price: $19 / month

  • Users: Up to 5
  • Google Integration (Google Apps, Gmail, Calendar, Hangouts, Drive, and Sheets)
  • Mobile App (Android and iOS mobile devices and tablets)
  • Google Chrome Extension (Close deals from inside Gmail inbox)
  • Basic Integrations (Integrate with over 150 software platforms across HR, Marketing, Accounting, and more with Zapier)
  • Basic Reporting (Sales Tracking)
  • Online Support (Knowledge Base Articles and Email)
  • Sales Forecasting (Based on deals in Pipeline)
  • Records: 30,000 maximum (e.g., Lead, Opportunity, Contact, Company, Project)
  • Custom Fields: 5 (Leads, People, Tasks, Projects, Companies, etc…)
  • Storage Space: 2 GB
  • Self-Service Support

Professional Plan

Price: $49 / month

This plan includes everything that the Basic Plan does, PLUS:

  • Users: Unlimited
  • Records: 100,000
  • Custom Fields: 25
  • Storage Space: 200 GB
  • Email Open Tracking
  • MailChimp Integration
  • Task Automation (assign follow-up tasks)
  • Activity Reporting (track user activity by number of emails sent, phone calls made, or custom activity type)
  • Permissions and Visibility
  • API

Business Plan

Price: $119 / month

The Business Plan includes everything from the Professional Plan, PLUS:

  • Users: Unlimited
  • Records: 500,000
  • Custom Fields: 100
  • Storage Space: 500 GB
  • Goals (set and track objectives)
  • Leaderboard (team motivation)
  • Lead and Activity Insights (see which activities and lead sources are driving the most pipeline to maximize sales team output)
  • RingCentral Integration (integrate RingCentral phone system so you can make and receive calls and automatically log notes)
  • Premier Success Package

Enterprise Plan

The Enterprise-grade plan offers customized integration and everything your large business or corporation needs for a top-notch CRM. You must contact ProsperWorks CRM for more information on how they can help you create the perfect plan for you.


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Freshdesk: Review

Base CRM: Review

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Really Simple Systems: Review

PipelineDeals Sales CRM: Review

What is PipelineDeals CRM?

PipelineDeals CRM is a sales-geared customer relationship management software that allows its users to efficiently manage contacts, companies, qualify and track leads, and more with a central, cloud-based software program.

PipelineDeals is suitable for a range of industries and with hundreds of custom data fields, you can customize it to your particular industry and unique business/sales needs.

Intended Users

PipelineDeals CRM is intended to be used by SMB’s (Small and Medium Businesses) who want a customer relationship management software that is geared towards sales as well. 17,000 customers already use this software, including: Garmin, The Burchfield Group, Viva, Summit, Interactive Circle, mopro, PayrollHero, Criveller Group, StrategyWise, and more.


  • Cloud, SaaS, Web
  • Mobile Devices (via App)
  • PC (Windows, Mac, Linux)


  • iPhone App
  • Android App


This CRM provides both sales engagement as well as customer relationship management tools so you can view daily pipeline snapshots, real-time deal status updates, and 3D charts, all on a comprehensive sales dash.

This CRM allows its users to gain access to files that contain all people, documents, and activities related to any single deal. Provide There are 12 standard data fields and 225 custom data fields included, which makes this software highly customizable for your industry.

  • Sales Pipeline
  • Monitor Pipeline
  • 3D Charts and Reports
  • Mobile App and Accessibility
  • Daily Email of Latest Sales Pipeline Numbers
  • Comprehensive Deal Page with Customizable Fields
  • Real-Time Status Updates

Sales Acceleration

  • Send Trackable Emails
  • Launch Email Campaigns for Sales
  • Analyze Success of Customer/Lead Communications
  • Get the Full Picture through Pipeline
  • Standardize Email for your Team

Deal Tracking

  • Monitor Deal Activity
  • Track Deal Activity
  • Standardize a Common Sales Process
  • Add Tasks and Events and Organize
  • Categorize and Track Emails
  • Forward Communications
  • Save Document Attachments When you BBC an Email

PDF Print and Share Feature

Lead Management

  • Manage Customer Relationships and Leads through Pipeline
  • Understand Lead Sources and Tag Individual Leads
  • Manage Leads Across Sales Team for Collaboration and Delegation
  • Improve Results Across Sales Funnel with New Lead Highlights

Contact Management

  • Customer List Control (easy import from any source and organize)
  • Clean Data and Customer Lists
  • Manage Contacts Across an Account
  • Set Specific Tasks and Events to Follow up with Individual Contacts

Activity Tracking

  • Customize Activities
  • Assign Custom Activity Category to All that they Do in PipelineDeals (keeps track of each sales rep and what they did and when they did it)
  • Notifications and Collaborations
  • Run Detailed Reports

Mobile CRM

  • Mobile PipelineDeals App for iOS and Android devices
  • Optimized CRM for Mobile
  • Optimized for Sales
  • Set Up Text Message Reminders
  • No Additional Costs for Apps

Data Importing

  • 3 Types of Data Import: People/Contacts/Leads, Deals, and Companies/Accounts
  • Import in Bulk
  • Keeps Data Clean from Redundant or Duplicate Data
  • Assign Data to One or More Individuals during Import
  • Undo Features for When Mistakes are Made

Custom List Views

  • Filter Data Quickly (by zip code, negotiation stage, etc…)
  • Save and Share Favorite Filters
  • Sorting Features for Optimum Organization
  • Edit Whenever, Wherever


Sales Team Organization

  • Store and Share Sales Documents
  • Guide Team’s Sales Activities
  • View Team’s Sales Pipeline
  • See Team’s Deals

Sales Goals

  • Recognize Top Performers
  • Keep Sales Goals to the Front
  • Set Standards and Drive Growth


Account Customization

  • Customize Deal Stages
  • Add Your Logo and Modify Colors
  • Define Custom Fields and Activity Categories
  • Control User Access and Roles

Connect – Email Integration

  • Capture Sales Communications in CRM (sync email with Connect)
  • Email Inbox is Optimized for Sales Pipeline
  • Insights into Most Valuable Sales Communication
  • Reminders to Follow Up with Leads as they Move through Sales Funnel
  • Standardize Email for Team


  • See Sales Pipeline from Beginning to End
  • Communicate Across Teams when Deals are Closed, Milestones Reached, etc…
  • Automatic Prompting of Next Deal Action
  • Accountability
  • Supports Recurring Revenue Models and Account Management


  • Google Apps
  • MailChimp
  • Outlook
  • Excel
  • QuickBooks
  • Zapier
  • RightSignature
  • HelpScout
  • Meldium
  • Userlike
  • INinbox
  • Import2
  • Bitium
  • Bedrock Data
  • 123 Contact Form
  • WebMerge
  • PieSync
  • Callmaker

Plans & Pricing

There are three plans to choose from for the PipelineDeals Sales CRM software: Standard, Accelerator, and Optimum.

You can choose between annual and monthly billing — however, you get a discount for the annual billing option.

Standard Plan

Price: $25 / month per person (annual billing) OR $29 / month per person (billed monthly)

  • Bank Quality Security
  • Unlimited Document Storage
  • Back Up Sales Documents
  • Email, Chat, or Phone Support
  • Three Permission / Visibility Roles Available
  • Custom Pipeline Stages
  • Unlimited Leads
  • Unlimited Contacts
  • Unlimited Deals
  • Unlimited Companies
  • Customized List Management
  • Customizable Fields and Organization
  • Sales Reporting
  • Task and Appointment Management
  • Activity Tracking
  • Contact, Lead, and Deal Management Tools
  • Mobile Apps – Android and iPhone
  • Native Integrations, API Access, and Google Apps

Sales Reporting

Accelerator Plan

Price: $49 / month per person (annual billing) OR $59 / month per person (billed monthly)

This is the most popular plan at PipelineDeals and is the middle plan option.

You receive everything in the Standard Plan above, PLUS the following features:

  • Two-Way Email Sync
  • Email Engagement Tracking
  • Sales Process Automation
  • Task Automation
  • Email Sharing and Template Sharing
  • Individual and Team Email Analytics
  • Advanced Deal Intelligence

Optimum Plan

Price: Contact for Pricing (1-866-702-7303)

The Optimum Plan features everything that the Accelerator Plan does, plus:

  • Custom Password Requirements and Auto Expiration
  • White Labeled IP and Mobile Devices
  • Completely Separate Infrastructure for Account Data
  • Named Customer Success Manager (White Glove Support)
  • Direct Telephone Contact (Personalized Support Channels)
  • Personalized SLA (Custom SLA to Match Support Needs)

Full Plan and Pricing Details:

Free Trial

You can get a free 14-day trial of this comprehensive Sales CRM at:

There is no obligation, no risk, and you can try all of the features and invite an unlimited amount of users.

Free Demo

You can also meet with an expert for a customized demo so you can see the grand tour of this CRM and what it can do for your business’s sales team.


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Base CRM: Review

Things to Consider Before Investing in a CRM Software

Less Annoying CRM (for Small Businesses): Review

What is Less Annoying CRM?

This aptly-named Less Annoying Customer Relationship Management (CRM) software is a solution that meets the needs of small businesses in particular. This CRM focuses on ease-of-use, free customer report, high quality security, cloud-based deployment, and a simple configuration and operation.

Intended Users

This CRM is a simple contact management solution for Small Business owners who are looking for a cloud CRM with mobility, reasonable pricing, and features that are designed specifically for small businesses.


Setup of Less Annoying CRM can be completed in minutes, because this software is:

  • Cloud-based / Web
  • Windows 8, 7, Vista, XP, 2000
  • Mac OS
  • Web Browser (OS agnostic)
  • Mobile (Access)


Less Annoying CRM is completely web-based. You can use it and access from any computer, smartphone, and tablet worldwide. All of the data backups, security, and software updates are handled by the company so you don’t have to be bothered by the desktop or mobile updating process anymore.


Less Annoying CRM allows users to consolidate all of their customer information into a single, web/cloud-based platform, where the information is accessible to the entire company or team.

Among the features are applications for contact manage and sales force automation (SFA). Module include:

  • Lead Tracking
  • Task Management
  • Notetaking
  • Calendars

There are a range of configuration options to choose from that will allow the users to customize their sales process in order to align this software to their unique business processes and industry needs. There is no coding required, either!

The main feature list of this CRM includes:

Contact Management

With contact management, you have a central, cloud-based location that can store all of your contact, client, and customer information. From a simple screen, you can check out pipeline information related to the contact as well as notes, files, and events. In addition, there is a search feature so you won’t have to scroll to find your contact again.

Calendar and Tasks

Rather than jumping back and forth through different softwares and applications, this CRM offers a single location for your calendar and tasks. Built into the CRM directly, this feature allows you to set up a sharing feature with other users/team members at your business, so that everyone can stay on the same page regarding daily agendas and customer follow-ups.

You can sync this calendar with Google Calendar as well, so you can have all of this information in your pocket and easily accessible from your smartphone.

Leads and Pipelines

No business wants a lead to fall through the cracks — with Lead Report, this CRM shows you a simple report that is constantly up-to-date with a list of all leads in your pipeline. This includes the status of a lead, priority of a lead, contact information, and any notes from the last conversation with them. You can also be sure that your team follows-up with your leads and make new sales and customers.

Easy Customization

With the simple price plan, you can add as many users for your business as you want with this CRM for only $10 per user / month.

Each user has their own login and password, and the administrator (you), decides who can have access to what. Whether you want everyone to share data or only have access to their own data, you can decide that for yourself.

Collaboration with Multiple Users

Since a lot of CRM’s don’t offer enough customization, you may be happy to know that this CRM gives you pretty much complete control. You don’t need IT experience either to get your software setup in minutes. Customer support is also there to help you customize and to fit the CRM to your specific needs.

Cloud Hosting

The CRM is web-based and hosted in the cloud, which is great for accessing it from your computer, smartphone, and/or tablet.

You can also take advantage of the following features this CRM offers:


This CRM offers the highest commercially-available encryption of 256-Bit Encryption to ensure users’ data security. The servers are hosted on Amazon’s infrastructure with multiple data backups kept off-site. This allows the information/files/data to be restored in case of a disaster.

Log Email Conversations

The email logging features makes it simple to log your emails into the CRM from any email provider. Simply BCC messages to a unique address that is set up for you by the CRM and you can get it logged automatically.

Easy Importing

Import your contacts into Less Annoying CRM with ease. From your spreadsheet or current system, you can upload them to your new cloud server seamlessly. If you need help with this process, Less Annoying customer support will run the import for you.

One-Click Report

If you want to export your own offline copy of your files or data, you can head to the Export Page and you will have a spreadsheet ready that features all of your notes, companies, and contacts. You own all of your data in your CRM.

Daily Agenda Emails

Every morning, you will receive an email which summarizes your daily tasks and agenda for the day. This means you don’t need to login to stay informed.

Always Backed Up

This CRM’s servers are hosted on Amazon’s industry-leading cloud infrastructure — and Less Annoying CRM keeps two different types of backups, which include copies stored off-site in case of a disaster.

Free Updates

Upgrades are automatically installed for you, so you don’t have to worry about paying for upgrades, hardware, or anything else. It is all done for you, free of charge.

Free Phone and Email Support

From your free trial to paid use of this CRM, you can contact customer support at any time via phone or email for assistance.

Plans & Pricing

Plans and pricing with Less Annoying CRM is actually one of the easiest we have come across.

$10 per user / month is the base pricing plan with this CRM.

There are unlimited contacts and no commitment on your part.

As their name Less Annoying implies, this company has tried to feature a less complex pricing structure — opting out of pricing tiers with usage limits, upfront payments, upsells, and long-term contracts, they actually make the process worth it because the fee is flat per user.

So, for $10, you can purchase one user per month — you can add users, remove users, or cancel your CRM at any time. They even suggest trying out their 30 day free trial (see below) first to make sure you like it and to learn how to use it before you begin to pay.

Free Trial

You can get a 30 day free trial of Less Annoying CRM at the following link:

If you are signed up with Google, you can click on the one-click sign up for this trial. Otherwise, you simply input your name, email, password, and number of users for the CRM. There is no obligation, the CRM is secure and private, there is no need for a credit card, and the trial offers you a full account with customer support.

Free Demo – Instantly!

You can try a live demo immediately at the following link:

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amoCRM: Review

One of the most cost-effective 5 Star rated customer relationship management softwares is called amoCRM. This CRM software is a sales management service that is web-based and available for access anywhere via the internet.

From managing your pipeline, your sales team, receiving analytic feedback and reporting, users of this CRM can extend amoCRM’s capabilities with an open API as well as integrations.

Marketed as an easy and smart sales automation and CRM solution, amoCRM is surprisingly affordable and has received excellent reviews and responses from its users.


  • Windows
  • Mac OS
  • Web Browser (OS Agnostic) / Web-Based
  • Mobile Access (iOS and Android)
  • Mobile App (iOS and Android)

Mobile App

Available on iOS and Android devices, the amoCRM mobile application can keep you up to date via tasks and reminders as well as allowing you to view leads, client lists, tasks, and chain of events.

Mobile App:

This mobile application was designed for the high demands of amoCRM users and so as long as you have a device with an internet connection, you can download this app and keep in contact with your software, your team, your customers, and your sales.


amoCRM’s features are geared towards customer relations, sales management, team management, and B2B leads. You can use this CRM on your PC or mobile device to take leads from your contact list all the way to a sale. This software can help to chase hot leads, receive more customers, retain those customers, and increase sales.

Organization is easy with filtering options to focus on analysis, current leads, tasks that need to be completed, integrating marketing or email features, and more.

To increase your sales with amoCRM, you need to maintain your potential leads and contact database and ensure that all of the information is up to date and correct. From there, amoCRM takes care of the rest for you.

Some additional features of this CRM software includes:

  • Multi-Currency
  • Email Integration
  • Contact Management
  • Custom Fields
  • Low Cost
  • No Contracts When Signing Up
  • Lead Management
  • Widget Integrations
  • Task Management
  • Tags
  • Sales Reports
  • Sales Pipeline
  • Import / Export


From email, SMS/text marketing, online chats, and technical supports, all available integrations are offered in all three plans.

  • Facebook
  • MailChimp
  • Zendesk
  • Dropbox
  • Xero

You can integrate amoCRM with a wide range of useful services as well, from file storages, hosted PBX that allows users to receive and make phone calls directly from amoCRM’s interface, as well as email services that assist with customer communication and marketing.

Plans & Pricing

There are three different amoCRM plans to choose from: the Base Plan, Advanced Plan, and the Enterprise Plan. These plans are billed monthly or annually and the price reflects the price per user per month.



Base Plan

Price: $15 a month / per user (billed annually)

The Base Plan is for users with large companies but small sales teams.

  • Contacts: 12,500
  • Open Leads: 2,500
  • Custom Fields: 100
  • File Storage: 200 Mb
  • Free Business Card Recognitions in Mobile App

Business Card Reader in Mobile App

  • Google Analytics & WebSite Integration
  • Merge Duplicates
  • Add Customized Fields to Leads and Contacts
  • Add Custom Pipeline Status
  • Sales Pipeline
  • Save All Customers’ Email Correspondence
  • Report by Activities
  • Define Users Group Permissions
  • Consolidated Sales Report
  • Search Bottlenecks in the Sales Process
  • Secure Connection (SSL Certificate)
  • Permanent Data Backup
  • Full REST-API
  • Email / SMS Marketing
  • Online Chats
  • Technical Supports

Advanced Plan

Price: $25 a month / per user (billed annually)

The Advanced Plan is best for users who wish to optimize conversion, create auto-tasks, create sales plans for managers, and KPI.

  • Contacts: 25,000
  • Open Leads: 5,000
  • Custom Fields: 200
  • File Storage: 400 Mb
  • Free Business Card Recognitions in Mobile App
  • Google Analytics & WebSite Integration
  • Merge Duplicates
  • Add Customized Fields to Leads and Contacts
  • Add Custom Pipeline Status
  • Sales Pipeline
  • Save All Customers’ Email Correspondence
  • Business Processes and Automatically Created Tasks
  • Required Fields
  • Digital Pipeline
  • Report by Activities
  • Define Users Group Permissions
  • Create Branches and Teams
  • KPI and Sales Plan
  • Consolidated Sales Report
  • Search Bottlenecks in the Sales Process
  • Calls Analysis
  • Sales Forecast
  • Secure Connection (SSL Certificate)
  • Permanent Data Backup
  • Log Visits to All Account Users
  • Limit Visits by IP Addresses (Whitelist and Blacklist)
  • Full REST-API
  • Third-Party Apps Notification (Webhooks)
  • Create your Own Widgets
  • Dashboard Widget Customization
  • Email / SMS Marketing
  • Online Chats
  • Technical Support

Enterprise Plan

Price: $45 a month / per user (billed annually)

The Enterprise Plan does everything the Basic and Advanced Plans do, with the added benefits of being for companies/businesses with a large number of leads to track and chase, scoring, and businesses needing periodic backup via an email archive.

  • Contacts: 50,000
  • Open Leads: 10,000
  • Custom Fields: 400
  • File Storage: 800 Mb
  • Free Business Card Recognitions in Mobile App
  • Google Analytics & WebSite Integration
  • Scoring Leads
  • Merge Duplicates
  • Add Customized Fields to Leads and Contacts
  • Add Custom Pipeline Status
  • Sales Pipeline
  • Save All Customers’ Email Correspondence
  • Business Processes and Automatically Created Tasks
  • Required Fields
  • Digital Pipeline
  • Report by Activities
  • Define Users Group Permissions
  • Create Branches and Teams
  • KPI and Sales Plan
  • Consolidated Sales Report
  • Search Bottlenecks in the Sales Process
  • Calls Analysis
  • Sales Forecast
  • Secure Connection (SSL Certificate)
  • Periodic Backup with Sending the Archive to Email
  • Permanent Data Backup
  • Log Visits to All Account Users
  • Limit Visits by IP Addresses (Whitelist and Blacklist)
  • Full REST-API
  • Third-Party Apps Notification (Webhooks)
  • Create your Own Widgets
  • Dashboard Widget Customization
  • Email / SMS Marketing
  • Online Chats
  • Technical Support

Plans and Purchase Link:

Free Trial

You can try amoCRM for free for 14 days, without obligation, at the following link: This is the full version with no spam and no credit card information needed. You just need an email address, your name, and a phone number.

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Intended Users

Infusionsoft is intended for use by SMBs as well as larger businesses, depending on the plan you choose. The CRM software is the perfect size for small businesses in particular, where maintaining customer relationships and using automated marketing (included in this software) will make a potential difference in sales growth.


  • Online, SaaS, Web
  • Mobile

Infusionsoft Mobile

Infusionsoft has the added benefit of mobility from a variety of devices. You can manage contacts, automate marketing, from anywhere at any time. The features of this platform are geared towards small businesses on the go.

  • Upload, Edit, and Access Contact Information
  • Communicate with Customers
  • Add Tags to Trigger Automated Follow-Up and Campaigns
  • Create, View, and Complete Tasks



While the Infusionsoft plans all include the CRM software — they also each focus on another software aspect such as sales, marketing, etc…

Focusing on the CRM features, Infusionsoft does a good job for Small Businesses. The customer relationship management included in this software is intended to keep your business organized as well as staying on top of customer communications.

Contact Management

Arguably the most important feature of a CRM software is contact management. This feature allows you to collect informational data regarding your leads and to organize your contacts so you can save yourself hours of work. You can manage their detailed individual records, upload, and store information on your laptop, desktop, tablet, or smartphone.

  • Contact Information
  • Task and Appointment History
  • Orders and Account Balance
  • Lead Score and Lead Source
  • Website Activity History
  • Interactions with your Brand

Data Management

For small businesses just starting out as well as larger businesses swimming in a sea of contacts and leads, Infusionsoft’s CRM claims to make it easier to speed up data management by simplifying the process and allowing for mobile, on-the-go features.

Some of the benefits of this feature includes:

  • Updating, Editing, Exporting, or Triggering Automation in Batches
  • Add Contacts on-the-go from your Mobile Device
  • Get Help Importing Data into the Platform
  • Automatically Check for Duplicate Records


This feature is important in a CRM and is the difference between sending the right message to the right people, or botching up your marketing intake data. With segmentation, if done correctly, you can use it to forge a stronger connection with new, potential, and existing customers with lists based on criteria such as:

  • Lead Score
  • Demographics
  • Email Clicks
  • Payment History
  • Purchases

Lead Scoring

Lead scoring is incredibly important in any business. With this CRM feature, you can spend time following up with potential and hot leads who are on the edge of becoming customers (and less time following up with those who will never buy). You can assign scores to each contact based on:

  • Demographics
  • Interactions
  • Behaviors

Task Management and Calendar Management

This feature of Infusionsoft offers users with the tools they need to simplify the chaotic nature of business management. This tool helps to prioritize, organize, and work through sales activities — all in a single location.

With it, you can:

  • Set Reminders for Tasks
  • Manage your Appointments
  • Link Tasks to Individual Contacts
  • Automatically Generate Tasks based on Contact Behavior
  • Streamline your Workday

Plans & Pricing

There are five different plans you can choose from by Infusionsoft. Each plan includes the CRM software — otherwise each plan includes different features and is intended for a different amount of customer support capacities and functions.

There are two steps to take when choosing a software plan with Infusionsoft. First, you choose a plan out of the five below. Then, you choose your “Kickstart” package (there are three options), which will help you to get started. A Kickstart package is required. The Kickstart package is a one time fee.

All plans can be subscribed to via an annual contract agreement with a monthly billing plan.

Essentials Plan

Price: $199 / month

Users: 3

Contacts: 2,500

Emails / Month: 12,500

  • CRM
  • Marketing Automation

Deluxe (Sales Automation) Plan

Price: $299 / month

Users: 4

Contacts: 5,000

Emails / Month: 25,000

  • CRM
  • Marketing Automation
  • Sales Automation

Deluxe (E-commerce) Plan

Price: $299 / month

Users: 4

Contacts: 5,000

Emails / Month: 25,000

  • CRM
  • Marketing Automation
  • E-commerce

Complete Plan

$379 / month

Users: 5

Contacts: 10,000

Emails / Month: 50,000

  • CRM
  • Marketing Automation
  • Sales Automation
  • E-commerce

Team Plan

Price: $599 / month

Users: 100

Contacts: 20,000

Emails / Month: 100,000

  • CRM
  • Marketing Automation
  • Sales Automation
  • E-commerce

Choose your Kickstart Package

Step 2 requires that after choosing one of the plans above, that you choose one of the three Kickstart packages below. Whether you need some help getting started or already have big ideas in mind, this package will help you get going. As a new customer, it is required to choose a Kickstart.

Note that the Kickstart package is a one time fee, and not a part of your annual or monthly billing.

Kickstart Lite

Price: $999 (one time fee)

This package is best for small or medium businesses that are looking for only the basic range of guidance from an Infusionsoft expert as they get started with their software. If you are good with technology, the Lite package is ideal because it saves you money but still makes the one time fee worth your while by offering you:

  • Free one-on-one work with your personal coach to identify the most effective strategy for your business
  • Launching a campaign to your list within the first two weeks, then you can take it from there.


Price: $1,999 (one time fee)

This Kickstart package is for businesses who require a bit more in-depth guidance by an expert in order to feel comfortable and get the most out of their Infusionsoft software. If you need extra help getting yourself started, this package is ideal.

  • Work one-on-one with your coach and identify an in-depth strategy for your business
  • Launch 3 campaigns to your list, then you can take it from there

Kickstart Pro

Price: $2,999 (one time fee)

The Pro package is an excellent investment for businesses who have an effective strategy in place. This plan is for those seeking an accelerated alternative to doing everything yourself — Infusionsoft’s in-house experts will set up the software for you so you can focus on your business and other priorities. This is truly an all-in-one package.

  • Customize the project scope in order to meet your unique business needs
  • Fully offload your implementation of a project to the experts

Free Demo

You can request a free demo at the following link:

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