Posts

Vtiger CRM On Demand: Review

What is Vtiger?

Vtiger was founded in 2004 as a Customer Relationship Management (CRM) software that was designed to integrate and offer features beyond those of standard CRM systems. The software has grown better since and is now a unique CRM with tools and improved technology for businesses to stay informed, avoid duplication, and become more productive.

What is Vtiger On Demand?

In July of 2010, Vtiger CRM On Demand was finally released. In an effort to make Vtiger CRM better for SMB’s, “On Demand” has made this customer relationship management software more convenient for businesses.

You can choose to deploy Vtiger CRM on-premise or in the cloud.

What makes Vtiger On Demand different from other CRM SaaS offerings is that other softwares are based on proprietary platforms and do not allow companies to customize their cloud version — they also don’t offer flexibility to move their CRM on site at a later date — Vtiger On Demand CRM does this.

Intended Users

Vtiger is best utilized by SMBs (Small-Medium Businesses).

 

Deployment / Platform(s)

  • On-Premise
  • Cloud, Web, Saas

Platforms:

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

Mobile

  • Mobile Applications Available

If you have support reps that spend a lot of time out of the office, no worries — Vtiger is cloud-based and offers mobile applications for users who are on-the-go.

Features

Vtiger offers strong inventory management, invoicing, help desk, sales automation capabilities, email marketing functionality, and more in addition to the CRM features.

The Vtiger On Demand CRM is a solution that provides businesses with superior functionality when it comes to managing current clients. With the support portal, customers can search through past issues and their resolutions before needing to contact you, saving you valuable time.

Better Customer Support Options

This fully customizable CRM also has a variety of features on the back end. Support agents are able to document, create, and track any customer issues with automated follow-ups. Your customers can monitor the status of their issues from open to close — this gives you a huge leg up on the competition, who are often silent for days before responding to customer problems.

You can share documents, files, quotes, and invoices through the client portal, as well.

Among the intuitive features Vtiger offers, this CRM integrates seamlessly with Microsoft Outlook, and is a complete CRM that can support the entire customer lifecycle.

Customize

As we stated in this beginning of this review, Vtiger On Demand CRM allows users to customize their CRM instances and tailor them to your own business needs. Vtiger CRM gives SMB’s all of the benefits of true open source and cloud computing. This combination allows you to do more than just use this as a regular CRM — you can customize it, use this as a true open source cloud-based software, and even have the opportunity to move your cloud CRM on-premise in the future.

Benefits of True Open Source

With this “true” open source cloud computing, you benefit from the following:

  • Clients, partners, resellers, and system integrators can change, customize, or extend an individual CRM instance.
  • Clients can take advantage of third-party components and add-ons in order to extend the base functionality. Integrations, extensions, and other services are simple and easy.
  • Clients are not locked into a vendor offering. YOu can migrate from cloud-based to on-premise/in-house version of this CRM at any time in the future, because both versions use the same application code and data schema.

CRM

  • Never lose sight of deals with an actionable, real-time map of your sales pipeline
  • Reach out to contacts, clients, and customers through recorded and tracked emails or calls — in a single click
  • Schedule appointments quickly with built-in automated scheduling tools
  • Pre-built and custom insights and analytics
  • View a 360-degree history of your contacts

Integrations

Explore integrations and connect with third-party apps.There are a wide range of integrations that allow Vtiger to import data and automate actions in the other apps that you use. Google, PayPal, Office 365, MailChimp, QuickBooks, Twilio, Outlook and Dropbox are just a few of these integrations.

You can view full information on integrations here: https://www.vtiger.com/crm/integrations/

Additional On Demand Features

  • No Installation — Just a few minutes after signup, the client instance is provisioned automatically on an Amazon server
  • Upgrades are included in your price — Each instance will be upgraded to the latest version of Vtiger as soon as it is released publicly — at no additional cost
  • Full Range of CRM Features — all of the Vtiger CRM features and functions are included in the On Demand version
  • Security — Vtiger’s CRM database, files, and documents are backed up on a daily basis
  • Customization — Users can take advantage of custom Vtiger CRM instances
  • No Vendor Lock-In — If you choose to stop using Vtiger, you can still install the Vtiger application locally on your server and take your data with you

Plans & Pricing

There are three categories of Vtiger to choose from, and five “tiers” or plans, overall

You can choose from:

  • Sales
  • Support
  • Ultimate CRM

Sales

  • Starter Plan ($10 a month / user, billed annually) OR ($12 a month / user, billed monthly)
  • Professional Plan ($20 a month / user, billed annually) OR ($24 a month / user, billed monthly)

Support

  • Starter Plan ($10 a month / user, billed annually OR ($12 a month / user, billed monthly)
  • Professional Plan ($20 a month / user, billed annually) OR ($24 a month / user, billed monthly)

Ultimate CRM Plan

  • $30 a month / user, billed annually OR $36 a month / user, billed monthly

Each plan offers a range of features in the following categories (some plans include these features and some do not:

  • Contact Management
  • Sales Process Management
  • Support Management
  • Inventory Management
  • Social
  • Project Management
  • Users & Access Control
  • Analytics
  • Document Collaboration
  • Collaboration
  • Marketing Automation
  • Integrations
  • Customization
  • Automation
  • Web Forms
  • Telephony Integrations
  • Data Administration
  • Mobile Apps
  • Gmail Extension

 

** To view the entire list of comprehensive features included in each CRM plan, take a look at the plan comparison chart at the following link: https://www.vtiger.com/complete-pricing-table/ **

 

Free Trial

You can try a free 15-day trial of Vtiger CRM at: https://www.vtiger.com/begin-free-trial/.

All you need is your name, email address, company name, and a password.

Support

Read Next

PlanPlus Online CRM, Sales Automation, and Marketing: Review

FollowUp Power (CRM and Sales Tracking): Review

bpm’online CRM: Review

Azurepath CRM: Review

Infusionsoft: Review

Deltek Vision CRM for Medium to Large Businesses: Review

FollowUp Power (CRM and Sales Tracking): Review

What is FollowUp Power CRM?

FollowUp Power is a robust sales tracking and CRM software for the construction industry. This software is great because you can choose between three plans: the CRM-only plan, the CRM plus Sales Training plan, or a plan with both of those options plus a RampUp Coach.

Intended Users

This software is a perfect fit for companies of all sizes, from small, single employee startups to mid-size businesses, to multi-million dollar enterprises.

Some of the current users of this CRM by FollowUp Power includes:

  • CodeRed Roofers
  • Robinson Electric
  • 1st Choice Glass
  • Debon Air Mechanical
  • Douglass Colony
  • Wasco Inc.

Deployment

  • Online, SaaS, Web, Cloud

Supported Operating Systems:

  • Windows 10, 8, 7, Vista, 2000, XP
  • Mac OS
  • Web Browser (OS agnostic)

Features

FollowUp Power gives users a range of versatile features including the ability to track one’s own pipeline, the ability to set goals for team members, the ability to view in-depth reports, and the ability to coordinate workflow within the organization.

Additional features include:

  • Bid Tracking
  • Lead Tracking
  • Custom Reports
  • Workflow Automation
  • Multi-Bid Functionality
  • User Security Levels
  • FollowUp Reminders
  • Sales Training E-Courses

The FollowUp Power system’s CRM and Sales Tracking features keeps personalized records that are comprehensive and organized — this allows you to keep on top of projects in the pipeline. It also houses a historical database and keeps a complete suite of analytical reports.

All of these features are crucial for: Sales Management, Marketing, Business Development teams, and Customer Relationship Management. FollowUp Power also helps to deliver priorities through workflow automation.

You can use this software to better view your sales pipeline, communicate with customers more efficiently and meet their needs, as well as hold your sales team accountable. With the follow-up reminders, you will always be reminded to get back with clients and customers, and keep those customers happy and returning to your store or establishment.

The User Security Levels helps the administrator to allow certain users access to information while keeping sensitive information and data separate from other users. Admins can also tweak this CRM / Sales Tracking software to fulfil the needs of your exact business.

Use the customization, multi-bid function, bid / lead tracking, and workflow automation to make your life easier and focus on your business instead of having to bury your head into your computer to check on everything manually. In addition, the custom reports feature will make understanding your business from a larger perspective, much easier and accurate.

With this software, you also receive an online training portal, which will make sure that all users are trained properly and easily, and that your setup will be a complete success.

Plans & Pricing

There are three rampup plans to choose from. Regardless of which one you choose, 48 is needed for the creation of your new database.

In addition to the options found above in “Features,” this software includes the following in each plan found below.

CRM Only

Price: $55 / user / month

  • No Setup Fee
  • CRM
  • Virtual CRM Training
  • 1 DISC Assessment
  • Service and Support

CRM + Online Sales Training Portal

Price: $70 / user / month

  • No Setup Fee
  • CRM
  • Virtual CRM Training
  • Online Sales Training Portal
  • 2 DISC Assessments
  • Service and Support

CRM + Online Sales Training Portal + Rampup Coach

Price: $70 / user / month

  • $3,500 RampUp Coach Fee
  • CRM
  • Virtual CRM Training
  • Virtual CRM Implementation
  • Online Sales Training Portal
  • 3 DISC Assessments
  • Service and Support

To get a full idea of each CRM plans, FollowUp Power asks that you reach out to an expert to go over the current state of your business so you can have your own Sales Overhaul Plan created that will suit your needs.

Free Demo

To view a free Demo of this CRM, click on the link below and click on “Start Video Demo.” You only need to provide your name, an email address, a phone number, and company name.

Demo Link: http://followuppower.net/#mailmunch-pop-420063

For a Personal, 1:1 Demo, click on the following link to schedule with FollowUp Power: https://calendly.com/evargas-1/followup-power-call-demo/02-06-2017


Read Next

Azurepath CRM: Review

PipelineDeals Sales CRM: Review

Infusionsoft: Review

Five9 Cloud Contact Center: Review

Base CRM: Review

Kustomer SMB CRM: The New Kid on the Block

Deltek Vision CRM for Medium to Large Businesses: Review

Azurepath CRM: Review

What is Azurepath?

Azurepath was founded in 2015 and is based in the United States. This company offers customer relationship management (CRM) software for businesses of all types and sizes to use in order to better service their customers, establish new client bases, retain customers, work with vendors, make contacts, advertise/market their products or services, and establish lines of communication with the community and their customers.

Intended Users

Azurepath CRM is used by all business sizes — any business who sells products of any kind will find this software useful.

Deployment

  • Cloud, Web, SaaS
  • Mobile

Mobile

  • Mobile – Android Native
  • Mobile – iOS Native

Features

This CRM is ideal for growing businesses and is therefore a good fit for SMBs as well as large enterprises. The intuitive and powerful automation is perfect for large teams and individuals alike. Azurepath CRM is simple to set up, is safe to use, stores your information in the Cloud via web browser, and has mobile access for both iOS and Android.

The plan offers unlimited perks in order to grow your business and increase sales.

Azurepath CRM offers a range of customer relationship-based features such as:

  • Campaign Management (Business Marketing)
  • Contact Management
  • Document Management
  • Interaction Tracking (for Deals and Customer Support)
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • List Management
  • Product Catalog
  • Quotes / Proposals
  • Referral Tracking
  • Territory Management
  • Secure Data Export and Import
  • Mobile Access to CRM
  • Payment Structure and Invoices
  • Automated Visual Lead Queue
  • Team and Individual Assignment
  • Seamlessly Integrated Reminders
  • Global Searches
  • Customization

Analysis Features

With this feature, you receive:

  • Automated Reporting
  • Live Performance Tracking
  • Aging Pipeline Highlighted
  • Filter Results by Team or Individual
  • Set Targets for Teams or Individuals
  • One Touch Historical Insights
  • Track Time to Close and Lead Aging
  • Export any Trend/Report to Excel

Finance Features

With this feature, you connect your sales and finances in a more accessible way.

  • Automated Sales Forecasting
  • Historically Guided Insights
  • Automatically Account for CoGS
  • Payment Structure and Invoices
  • Accurate Cash Flow Analysis
  • Batch Import or Update Invoices
  • Multiple Currencies (USD, GBP, EUR)
  • Track Receivable Performance

With Azurepath’s CRM, you can run your business more effectively. You can create payment structure and invoices, lead team and individual assignments, receive integrated reminders, view an automated visual lead queue, track lead stage and touches, manage your contacts and accounts, and add lead attachments via email.

The Azurepath CRM package (you can view the plan and pricing in the next section) offers unlimited users, accounts, contacts, leads, attachments, and support.

Plans & Pricing

Azurepath’s CRM is unlike most others — it offers one package at a low price, with unlimited use in just about every aspect.

For $14.95 per user / month, you can get a great deal with this CRM.

The first 30 days of use are free and Azurepath does not ask for a credit card until your 30 days free are up and you decide whether you wish to subscribe. If you pay annually, you can receive 2 months free and save money; otherwise, you can pay monthly if you wish for the $14.95 quote.

Azurepath accepts the following payment types: Visa, MasterCard, and American Express. You can cancel your subscription at any time, as there are no contracts to sign.

With Azurepath’s CRM software, you will receive unlimited: users, leads, accounts, contacts, attachments, and support.

Free Trial

You can try Azurepath CRM for free for 30 days. No credit cards are required.

Start your free trial by heading to the following link and entering the name of your company, your company email address, and your name — that’s it!

Free Trial: https://signup.azurepath.com/

Free Demo

Contact Azurepath to request a free demo: https://www.azurepath.com/contact.html

Customer Support and Training

  • Documentation
  • Webinars
  • Live Online Training
  • Online Support
  • Business Hours (support)


Read Next

Prophet CRM by Avidian: Review

Deltek Vision CRM for Medium to Large Businesses: Review

PipelineDeals Sales CRM: Review

amoCRM: Review

Infusionsoft: Review

ConnectWise PSA: The #1 CRM for Tech and IT Companies

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.

Platforms

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

Mobile

  • iPhone App
  • Android App

Features

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

Email

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

Automations

  • 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

Integrations

  • 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: https://www.pipelinedeals.com/pricing

Free Trial

You can get a free 14-day trial of this comprehensive Sales CRM at: https://www.pipelinedeals.com/get-started

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.

Demo: https://www.pipelinedeals.com/demo


Read Next

Less Annoying CRM (for Small Businesses): Review

Infusionsoft: Review

Freshdesk: Review

ConnectWise PSA: The #1 CRM for Tech and IT Companies

Propeller CRM: Review

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.

Platforms

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)

Mobile

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.

Features

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:

Security

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: https://www.lessannoyingcrm.com/Signup.

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: https://www.lessannoyingcrm.com/account/begin_demo.php

Read Next

Five9 Cloud Contact Center: Review

Freshdesk: Review

Base CRM: Review

ConnectWise PSA: The #1 CRM for Tech and IT Companies

Microsoft’s New Outlook Customer Manager “Lightweight” CRM

Hatchbuck (CRM and Automated Marketing): Review

Intended Users

Hatchbuck is intended for use by small and mid-size businesses in just about any industry who needs better ways of managing their vendor and customer contacts, improving their follow ups with customers, and marketing their business to gain more customers.

Nearly any industry can use Hatchbuck to aid in their business, including:

  • Advertising Teams
  • Consulting Firms
  • Hospitality
  • Real Estate
  • Sales

…and more!

About Hatchbuck

Founded in 2012, Hatchbuck is both a customer relationship management software (CRM) as well as a marketing automation software that focuses on ways to allow businesses to keep track of their customers, contacts, follow up and respond to questions, and find new customers.

This sales, marketing, and CRM software is great for driving sales, keeping the channels of communication open to customers, and nurturing prospects. Highly rated among users, Hatchbuck is certainly a CRM and marketing software to look at for your business.

Deployment

  • Cloud, SaaS, Web

Hatchbuck runs on both PCs (Windows) and Mac computers and is mobile friendly. You can access your software with any device with an internet connection, including tablets, smartphones, iPads, and so forth.

  • Mac OS
  • Web Browser (OS Agnostic)
  • Windows 8
  • Mobile Browser

 

Features

This all-in-one software is a CRM/Marketing/Sales platform that combines everything you need to market your business, turn conversations into customers, retain your customers, and manage your contacts and relationship with your customers. From email marketing, CRM features, automated marketing, sales features, and social media, Hatchbuck also provides marketing agencies in particular with an alternative solution for small business clients.

The user dashboard will offer a real time insight of your business at a glance, which will allow you to make the right moves to increase business, sales, marketing, and customer support.

 

  • Campaign Segmentation
  • Analytics / ROI Tracking
  • Contact Management
  • Email Drip Campaigns
  • Lead Management
  • Landing Pages / Web Forms
  • Lead Nurturing
  • Lead Scoring
  • Website Visitor Tracking
  • Contact Import (importing from Outlook, Excel, LinkedIn, social media, company website, etc…)

In the marketing automation module, you have a library with 450 email templates that can be used as-is or assembled using the template builder. You can set up automatic emails for specific groups of contacts as well as track the progress of campaigns.

Each contact has a full activity history that is used to track communication and make sure that your team is on the same page and up to date with everything that needs to be done. You can even add tags to contacts for additional organization.

Your contacts can also be imported from: Excel, Outlook, LinkedIn, etc… while new leads can be captured from company websites, a blog, or social media websites with a very straightforward and easy to use Drag and Drop form builder.

 

CRM & Sales Features

With this CRM, you can remain organized with this Small to Mid-Size business software. Your business becomes more complicated as it grows and there comes a point where using Excel sheets, email folders, and a simple filing system no longer will do it.

This is where Hatchbuck comes in and offers a great alternative to expensive softwares and software that is bloated with useless features. Add any contact on the fly and check out activity going on in real time. There are also hot lead alerts when a prospect is ready to buy!

With organization like this, maintaining your business becomes simpler — it does not weigh you down with more information and issues.

Email Marketing

This feature will turn emails into conversations with customers and with Hatchbuck’s email marketing tools you can integrate this CRM with the data so that you can get a complete story about your contacts and customers. You can grow your email list, get new customers, build amazing email templates, and more, all to get your business growing and customer base booming.

Marketing Automation

With the automated marketing features of this CRM software, this automation will pick up the slack in your business. You can create campaigns that will nurture leads and turn them into customers or clients. You can email them with relevant and valuable emails until they see what the hype is about.

Intelligent actions and notifications are also used to keep the team on track and to make sure that no potential opportunities are missed.

Training and Support

  • Documentation
  • Webinars
  • Live Online Training
  • Support During Business Hours

 

Plans & Pricing

Starting from $59.00 a month, you can choose from a variety of plans to suit the size of your business and needs. However, the great part of Hatchbuck is that each feature is included in every plan. You can also save when you sign up for annual billing as opposed to monthly payments. You also have a third option of semi-annual payments, which is unusual, where you can save 10%.

 

Solo Plan

Price: $59 (billed monthly) or $53 (billed semi-annually)

The perfect plan for freelancers, the Solo plan is exactly like it sounds. For one user, you can have all of the great features of Hatchbuck for a lower price.

  • Users: 1
  • Contacts: 750
  • Email (Sending): Unlimited
  • Quick Start Package Included

 

Small Biz Plan

Price: $99 (billed monthly) or $89 (billed semi-annually)

A step up from Solo is the Small Biz plan. With two users, you can double your contact capacity.

  • Users: 2
  • Contacts: 1,500
  • Email (Sending): Unlimited
  • Quick Start Package Included

 

Team Plan

Price: $199 (billed monthly) or $179 (billed semi-annually)

The plan that is great for a team environment, the Team plan includes:

  • Users: 5
  • Contacts: 5,000
  • Email (Sending): Unlimited
  • Quick Start Package Included

 

Professional Plan

Price: $299 (billed monthly) or $269 (billed semi-annually)

Great for larger team environments, the Professional plan offers:

  • Unlimited Users
  • Contacts: 15,000
  • Emails (Sending): Unlimited
  • Quick Start Package

If you need a plan that can support a much larger contact list, from 50,000 to 500,000, Hatchbuck can help you at the bottom of the following link: http://www.hatchbuck.com/pricing/.

If you are a marketing agency you can contact Hatchbuck about their Agency Partner Program: http://www.hatchbuck.com/partners/.

Free Demo

Hatchbuck does offer a request form for a free demo.

Demo Link: http://www.hatchbuck.com/live-demo/

Free Resources

Hatchbuck also offers a range of free resources in order for marketing and sales teams to make the most of this software. This includes templates, videos, a blog, one-on-one training, and more.

Read Next

Freshdesk: Review

ConnectWise PSA: The #1 CRM for Tech and IT Companies

Bitrix24: Review

Insightly CRM for SMB: Review

Marketing 360: #1 CRM Software for Small to Medium Businesses

OnContact CRM Software: Review

Freshdesk: Review

Founded in 2010, Freshdesk has succeeded in becoming one of the most well-known cloud-based CRM softwares on the market. With a range of powerful customer-driven features, this easy to use CRM allows companies to offer a seamless, multi-channel support system across the phone, the internet, forums, social media, email, mobile apps, and more.

Intended Users

Freshdesk can be used for all company sizes, Small to Large. This CRM has the capability and robust features to keep up with any size organization.

With over 80,000 current customers globally, any type of company can benefit from Freshdesk. For example: SolarCity, 3M, Hugo Boss, Cisco, University of Pennsylvania, etc…

Based on the affordability and features, this CRM is suitable for the hospitality industry, retail environments (brick and mortar as well as online), IT, insurance, utilities, and other companies.

Deployment

  • Cloud, SaaS, Web
  • Mobile

One of the best parts about Freshdesk’s CRM is that it is entirely web-based, and data is stored in the Cloud. This makes capacity nearly endless, the speed extremely quick, and allows flexibility in accessing this CRM.

The supported OS’s (operating systems) include:

Windows, Mac OS, Linux, HP-UX, Solaris, Unix, IBM OS/400, Web Browser (OS agnostic)

Features

By offering a genuine multi-channel customer support system, this CRM can bring every customer conversation and put it into a centralized interface that is easy to read, easy to use, and organize. Your customer support staff can address issues and resolve trouble tickets with ease.

Customers contact through a variety of ways, from phone calls, email, contact forms, internet chat, social media, and applications, so Freshdesk makes sure that they are capable of helping address customer concerns in all of the ways customers contact you.

Freshdesk can help you:

  • Manage Multiple Groups, Escalation Procedures, Workflows
  • Multiple Products
  • Multiple Brands
  • Automate Multiple Processes
  • Automate Route Tickets to Appropriate Support Agents
  • Multi-Language and Multi-Timezone Capabilities

Customer Communication

Integrations

With Freshdesk, you can also integrate with other leading CRM softwares including:

  • Freshdesk
  • Pipedrive
  • Insightly
  • Nimble
  • Pipeline Deals
  • Salesforce
  • Solve
  • Zoho CRM
  • Batchbook Social CRM
  • Capsule
  • Collabspot
  • Highrise

Social Media App Integrations

With the ability to integrate into other CRM softwares and over 60 tools, Freshdesk CRM is able to pull up customer records and see customer history in an instant.

Security

Freshdesk CRM’s data center is EU safe harbor compliant and all plans include SSL Encryption to keep customer and company data safe. Servers are hosted in a world class data center with 24 hour security and surveillance. Freshdesk software is also continuously up to date with the latest security patches.

Plans and Pricing

Full pricing details here: https://freshdesk.com/pricing

There are 5 Freshdesk plan available: Sprout (free version), Blossom, Garden, Estate, and Forest.

Sprout Plan

The Free Version of this Freshdesk CRM is Sprout.

  • Price: FREE
  • Agents: 3
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets

Multi-Channel Support

  • Standard Phone Channel

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA Management

  • Business rules management through SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, and description
  • Suggested solutions

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customizable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Export reports

Customization

  • Custom apps
  • Public customer portal customization

Security

  • Single sign on
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Over 50+ Applications

Reporting

Blossom

  • Price & Users: $16 / Agent / Month
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets
  • Time tracking
  • Integrate customer satisfaction surveys

Multi-Channel Support

  • Standard Phone Channel
  • Multiple incoming and outgoing mailboxes
  • Add unlimited Twitter accounts
  • Add unlimited Facebook pages

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA

  • Business rules management though SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge-Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, description
  • Suggested solutions
  • Community Forums

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customisable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Helpdesk in-desk report
  • Export reports
  • Save reports

Customizations

  • Custom apps
  • Public customer portal customization
  • Custom domain mapping

Security

  • Single Sign On
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Satisfaction surveys
  • Time tracking and invoicing tools
  • 50+ applications

Garden

  • Price and Users: $25 / Agent / Month

You receive everything from the Blossom plan, plus:

  • Freshdesk’s Integrated Live Chat

SLA Management

  • Multiple SLA policy
  • Multiple business hours
  • Product, group, and company level SLAs

Global Support

  • Multilingual Knowledge Base
  • Dynamic Email Notifications
  • Multiple Time-Zones

Multi-Product

  • Product level knowledge-base and community forums

Reporting

  • Ticket drill down in reports
  • Save reports
  • Schedule reports

Customizations

  • Full CSS customization
  • Custom domain mapping

Automated Tasks

Estate

  • Price and Users: $40 / Agent / Month

You receive everything in the Garden plan, plus:

  • Agent collision detection
  • Facebook in-sync app
  • Automatic ticket assignment within group (Round robin)
  • Dynamic ticket forms

Reporting

  • Performance distribution
  • Ticket volume trend
  • Top customer analysis

Customizations

  • Customizable agent roles
  • Complete layout customization
  • Access to FreshThemes gallery

Security

  • Custom SSL certificates (default free)
  • Helpdesk Restriction

Forest

  • Price and Users: $70 / Agent / Month

You receive everything in the Estate plan, plus:

  • Advanced Phone Channel
  • IP Whitelisting
  • Custom Email Servers

 

Free Trial

You can get started with Freshdesk for free for 30 days at: https://freshdesk.com/signup.

Read Next

ConnectWise PSA: The #1 CRM for Tech and IT Companies

Really Simple Systems: Review

Propeller CRM: Review

Insightly CRM for SMB: Review

Apptivo CRM: Review

Things to Consider Before Investing in a CRM Software

Marketing 360: #1 CRM Software for Small to Medium Businesses

Base CRM: Review

Base CRM was founded in 2008 and is a cost-effective solution for your customer relationship management needs for your growing or established business.

Base CRM allows small, medium, and large businesses to take a more data-driven, scientific approach to sales and customer relations. This all-in-one sales platform increases adoption and data capture and with actionable, quantifiable insights, you can accelerate your performance and increase your revenue in a way that is scalable, measurable, and most importantly — repeatable.

clients

 

Deployment

  • Cloud, SaaS, Web
  • Mobile: Android Native
  • Mobile: iOS Native

base-devices

Mobile Sales Management

Base CRM is highly mobile and features all of the technology that that you can get from your desktop.

Base’s full-featured Mobile Sales Management solutions include:

  • Geolocation
  • Mapping
  • Real-Time Updates
  • Notifications
  • Sales Forecasting
  • Goal Attainment
  • Sales Funnel Analysis
  • Mobile Reports
  • Offline Access
  • Mobile Apps
  • Mobile Lead Management

base-crm-windows-phone

Solutions

  • Customer Relationship Management (CRM)
  • Mobile Sales Management
  • Account Management
  • Lead Tracking
  • Native Automatic Dialer
  • Email Intelligence
  • Lead Prioritization
  • Win Rate Optimization
  • Sales Reporting and Analytics
  • Sales Forecasting
  • Sales Intelligence

base-crm-feature1

Plans and Pricing

There are three plans to choose from: The Starter, Professional, and Enterprise Plans — and depending on your CRM needs, size of your business, and number of users, your plan can cost anywhere from $25 per user per month to $125.

Starter Plan: $25 per user / month

This starter plan offers basic sales tracking and customer management for up to 5 users.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
Contacts

Contacts

Professional Plan: $75 per user / month

This plan offers complete Customer Relationship Management (CRM) features and reporting for growing businesses.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
  • Document Management
  • Task Automation
  • Sales Forecasting
  • Activity Reports
Sales Pipeline Management

Sales Pipeline Management

Enterprise Plan: $125 per user / month

The enterprise plan is an all-in-one sales platform for data-driven enterprises that require a full-feature CRM.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
  • Document Management
  • Task Automation
  • Sales Forecasting
  • Activity Reports
  • Sales Intelligence
  • Lead Scoring
  • Call Analytics
  • Auto Dialer
  • Product Catalog
  • Multi-Level Permissions
  • Single Sign On
  • Multiple Sales Pipelines
Data Import

Data Import

Onboarding Services

Base also offers onboarding services led by their in-house experts so that your company can be set up for success properly. This service includes data migration, account setup, training, and more.

This package starts at $2,500.

Training and Support

Should you not opt for Onboarding Services, Base CRM comes standard with the following training and support:

  • Documentation
  • Live Online Training
  • In Person Training
  • Webinars
  • Online Support
  • Business Hour Support

Free Trial

Base offers a full feature 14-day free trial. No credit card required.

You can start your free trial at the link below: https://signup.getbase.com/signup-iframe.html

Mobility and Security

Mobility and Security

Security

Base CRM goes under routine security audits by experts in the industry to make sure your data is protected.

  • Payments Protected
  • All Credit Card Information Goes Through PCI Compliant Payment Gateway
  • 256-Bit SSL Encryption
  • Backup Done Automatically on Multiple Amazon Servers Nationwide
  • 99% Uptime
Endless Integrations

Endless Integrations

integrations-2

Base Snap Platform

With the Base Snap platform, you can connect your business tools, sync your sales data across your organization, and keep IT happy!

Base Snap features out-of-the-box integrations and API are built to produce immediate results. Base’s sales-centric UX experts will make sure every integration experience is useful, intuitive, and refined.

API

API

API

Every Base account has access to the API Snap platform and this can be used to connect to any other product.

With sync services and pre-built code libraries in: Python, Ruby, PHP, and Java, whatever side project you are building or what integration, Base can set you up with the SDK’s and API’s that you will need to make it a success.

unnamed

Read Next

Kustomer SMB CRM: The New Kid on the Block

Insightly CRM for SMB: Review

TeamSupport Software: Review

Things to Consider Before Investing in a CRM Software

Marketing 360: #1 CRM Software for Small to Medium Businesses

Dynamics Cloud CRM Software by Microsoft

Bitrix24: Review

Bitrix24 offers many solutions such CRM for sales and as a human resources information system (HRIS). With dozens upon dozens of CRM features for sales automation and sales team management, Bitrix24 is not just a great Customer Relationship Management software but a great choice for E-Mail marketing, analytics, keeping track of your sales cycle, and more.

Intended Users

With over 1 million organizations already using Bitrix24 for their CRM needs, this service is versatile and flexible for SMB’s (Small Medium Businesses) and non-profit organizations.

Deployment

  • Cloud
  • On-Premise
  • Mobile

call-center-free-mobile

Bitrix24 CRM is self-hosted, which means you can receive your own private cloud suite that is under your control only. In addition, you have access to Helpdesk, Idea Management, eLearning modules and other features that aren’t available to cloud Bitrix24 users. So, no worries if you cannot use Dropbox, Slack, Skype, Salesforce, and other cloud-only solutions in your organization.

private-cloud

With your private cloud, you can take advantage of the following features:

  • Video Conferencing
  • PBX (via Voxlmplant cloud server)
  • Bitrix24.Drive
  • Document Management
  • Desktop App with Document Sync
  • CRM
  • HRIS (Human Resources Information System)
  • Task and Project Management
  • Instant Messenger (XMPP server)
  • Helpdesk (not in Cloud plans)
  • eLearning (not in Cloud plans)
  • Idea Management (not in Cloud plans)
  • iOS and Android Apps

mobile_devices

Mobility

  • Web
  • iOS Apps
  • Android Apps

Mobile Features Link: https://www.bitrix24.com/features/mobile.php

security

Security

  • Two Factor Authentication
  • 256-Bit SSL Encryption
  • Bitrix OTP, WinAuth, FreeOTP, Google Authenticator
  • RSA Encryption
  • Web Application Firewall
  • Custom Backup Rules

Features Checklist

  • Project Management & Tasks
  • Gantt Chart
  • Task Dependencies
  • Employee Workload Management in Tasks

sales_funnel

  • Checklist
  • Counters and Roles
  • Task Reports
  • Report Builder

collaborative-crm

  • Automation
  • Templates
  • Workgroups
  • External Users
  • Tasks via Email
  • Real Time Communications

online-meetings

  • Instant Messaging
  • Group Chat
  • Voice and Video Calls
  • Screen Sharing and HD Video Conferencing
  • Mobile Apps
  • Desktop App
  • Document Management
  • Private & Shared Document

email-management

  • Easy Document Collaboration
  • Version History
  • Document Lock
  • Creating and Editing Documents Online
  • Editing Documents with Apps on PC
  • Integration with External Drives
  • Instant Search
  • Approval Workflows
  • Bitrix24.Drive for Collaboration
  • Central Entry Point
  • Cloud-PC Integration
  • Reports and Sales Funnels
  • CRM Dashboards
  • Quotes
  • Invoices Inside the CRM
  • CRM Website Forms

workflow-management

  • Open Channels
  • Mobile CRM
  • Email and Calls to Clients
  • Business Processes in CRM
  • Rights and Roles in CRM
  • Apps and Integration in CRM
  • Integration with your Website
  • Social Intranet
  • Activity Stream
  • Badges (social)
  • Photo Gallery
  • Collaborate by Email
  • Social Media Network Integration

maxresdefault

Free Version

The Free Plan from Bitrix24 is completely free for all users with no additional fees at all. The Free plan is best for micro companies and small businesses that need internal communications more than anything.

This platform is great for small groups of people who want security, flexibility, and upward mobility. Your small online shop or company’s sales department can use the Free Plan if you need a CRM for processing incoming needs.

You can sign up for free here: https://www.bitrix24.com/register/

Features

  • Users: Unlimited
  • Online Storage: 5 GB
  • Task Dependencies: 5
  • Integrated Email Accounts: 12
  • Business Card Scanner: 12
  • CRM Web Forms: 1
  • Open Channels: 1
  • Live Chat: 1

sales_funnel

Plans & Pricing

Plus Plan

Price: $39 / month

Features

  • Users: Unlimited
  • Online Storage: 24 GB
  • Task Dependencies: Unlimited
  • Integrated Email Accounts: 24
  • Business Card Scanner: 24 / month
  • CRM Web Forms: 2
  • Open Channels: 1
  • Live Chat: 1
  • CRM Records Conversions
  • Advanced Duplicate Search
  • CRM Change History
  • CRM Access Log
  • List View Exceeding 5,000 Records
  • Simultaneous Call to All Available Employees
  • Call Quality Evaluation
  • Call Source Tracking (Marketing)

 

Standard Plan

Price: $99 / month

The Standard Plan is for companies/businesses that have more than 12 people who require a united platform for teamwork and file sharing. If you need to allow third parties such as partners, clients, or suppliers to participate in tasks and projects, this is a good plan for you. It is also great for non-profits who have a large number of users.

This is Bitrix24 CRM’s most popular plan and features quite a bit more features than the previous plans.

Features

  • Users: Unlimited
  • Online Storage: 100 GB
  • External Users
  • Access Limit by IP
  • Your Own Logo
  • Workflow Automation
  • Document Lock
  • Task Dependencies: Unlimited
  • Custom Fields
  • Multiple Sales Pipelines: 2
  • Integrated Email Accounts: Unlimited
  • Business Card Scanner: 50 / month
  • CRM Web Forms: 4
  • Open Channels: 2
  • Live Chat: 2
  • CRM Record Conversions
  • Advanced Duplicate Search
  • CRM Change History
  • Backup Restore
  • CRM Access Log
  • List View Exceeding 5,000 Records
  • Simultaneous Call to All Available Employees
  • Call Quality Evaluation
  • Call Source Tracking (Marketing)
  • Custom Telephony Permissions

 

Professional Plan

Price: $199 / month

The Professional Plan is great for tracking working hours and the time spent by users on projects and tasks. You can use your own domain name for social intranet as well as managing meetings, events, briefing, etc…that need to take place to keep your business running efficiently.

This plan is all-inclusive and contains all of the features Bitrix24 CRM has to offer.

Features

  • Users: Unlimited
  • Online Storage: Unlimited
  • External Users
  • Access Limit by IP
  • Use Own Logo
  • Approvals (Expenses, Assets, etc…)
  • Workflow Automation
  • Time Management
  • Work Reports
  • Meetings and Briefings
  • Document Lock
  • Task Dependencies: Unlimited
  • Custom Fields
  • Multiple Sales Pipelines: Unlimited
  • Integrated Email Accounts: Unlimited
  • Business Card Scanner: Unlimited
  • CRM Web Forms: Unlimited
  • Open Channels: Unlimited
  • Live Chat: Unlimited
  • CRM Record Conversions
  • Advanced Duplicate Search
  • CRM Change History
  • Backup Restore
  • CRM Access Log
  • List View Exceeding 5,000 Records
  • Phone Call Recordings: Unlimited
  • Simultaneous Call to All Available Employees
  • Call Quality Evaluation
  • Call Source Tracking (Marketing)
  • Custom Telephony Permissions
  • Use Own Domain Name

bitrix24_logo

Read Next

Insightly CRM for SMB: Review

Kustomer SMB CRM: The New Kid on the Block

TeamSupport Software: Review

5 Questions to Ask When Choosing a CRM for Your Startup

Can’t Afford CRM Software Right Now? Try Zoho Free: Comprehensive Review

OnContact CRM Software: Review

OnContact CRM is a full-service CRM software by WorkWise, which adds the perks of Marketing Automation to their full list of CRM features. You have the option of choosing from Cloud-based or On-Premise software — and the pricing is simple.

 

crm-meets-marketing-automation-850w

CRM + Marketing Automation Package

Intended Users

Any business, from SMB to larger enterprises have benefitted from OnContact’s CRM software. Some companies include:

  • Marion
  • CBCInnovis
  • Toys R Us
  • Rayonier Advanced Materials
  • Nercon Engineering & MFG., Inc
  • Global
  • The Equitable Bank
  • MCL Engineered Solutions
  • PFP

Cloud or On-Premise Options: The Choice is Yours

One of the unique advantages of OnContact CRM that other CRM softwares do not always share is the ability to choose between Cloud or On-Premise software.

Both of these options offer full mobility with regards to accessing your information from mobile devices. However, the Cloud plan option is much more affordable and requires no maintenance. The On-Premise plan requires installation and labor costs in addition to a much higher subscription fee and annual maintenance costs.

cloud-crm-bottom on-premise-crm-bottom

The plan options, prices, and features can be found below, but if you wish, you can compare the Cloud CRM or On-Premise solutions for yourself at: http://www.oncontact.com/crm-software-cloud-vs-on-premise/

Features

OnContact CRM is where Customer Relationship Management meets Marketing Automation. As opposed to having different vendors and software for your marketing solutions and your sales solutions — with OnContact, this CRM software features the Marketing Automation you need and third party integration that will make business boom in one complete package at an affordable price.

crm-marketing-automation-final-mym67aztx1tooqewbsd8a5mxb1pvm547tms3zvbv6u

Mobility

OnContact offers full-service mobility and portability no matter if you are in the office, at home, or on the go. You can access your customer information, sales information, and marketing solutions from any mobile device such as a laptop, tablet, and smartphone.

crm-mobile-get-connected-800x449-2-mxjv71grqx1ye3bxs4fn0gy3n5rk799ukzgpw9smfe

Intuitive Interface

All users can quickly adapt to the extremely intuitive OnContact CRM interface. While most CRMs claim to have an easy to use and clean interface, it is not always the case. In the case of OnContact, the interface truly has a nice and clean look with intuitive controls.

crm-intutive-interface-zoom-800x449-mxjv72elxr38ppakmmu9kypk8jmxeydkx447djr896

Customization

Customizing your screen is easy with OnContact and you can create your own unique pages that match your requirements.

customization

Sales Pipeline

You can provide managers with quick and simple access to current deals opportunities through the sales dashboard. Here, you can see your sales pipeline with ease.

sales-pipeline

QuickBooks Integration

OnContact knows of the importance of accounting in your business, so this software seamlessly integrates with QuickBooks, which is the most popular accounting solutions used. As a user, you can access customer financial information quickly without having to leave the OnContact application.

quickbooks-integration

Marketing Management

With marketing management tools, you can quickly target the desired audience for your products or services by using powerful searches through OnContact.

marketing-management

Landing Pages

You can automatically populate CRM lead tables so that your marketing campaigns begin instantly and leads can be scored.

landing-page

Email Template Designer

The email template designer creates engaging HTML emails to potential and existing customers without you even having to know HTML. This can cut costs since you won’t have to hire someone to create these templates for your business.

email-template

Website Visitor Tracking

Knowing the interest that people have in your products and services is extremely important to marketing to the right people in the right places. With website visitor tracking, you can receive information on who is checking out your website and extra data that comes with it.

visitor-tracking

Customer Support Functionality

With any business, there come a time where you must resolve customer issues. You want a software that will allow you to be notified immediately of any problems and will help you resolve these issues and properly communicate support data.

OnContact has FAQ sections you can create and other tools that you can use to assist your customers.

Overall, with either plan you choose below, you receive full-service software for sales, marketing automation, marketing features, support, contact center, and mobile access for a single price (per user per month).

crm-sales-automation-final-mym66v0kov7t7d23x3gklro37hwmzacs3fouu5zk4m

Pricing

There is a significant difference between the two plans offered by OnContact CRM. Their CRM is full-service, so you do not choose a plan based on features per se, but you do choose a plan based on whether you want a cloud-based CRM or on-premise CRM.

The Cloud CRM costs only $50 per user per month (billed annually / 3 user minimum), and the On-Premise CRM costs $995 per user (plus annual maintenance / 3 user minimum).

Since the minimum number of users is 3 on both plans, the minimum costs involved is actually $150 per month for the Cloud CRM and $2,985 per month for the On-Premise CRM.

You can see the plan details below.

crm-one-price-800x449-2-mxjw9zvyzqdrkaquayn0cn1ty1r77nxd9st5x418ju

OnContact CRM Plans & Features

There are two plans offered by OnContact, depending on whether you would prefer a Cloud or On-Premise CRM for your business.

Cloud CRM

Price: $50 per user / month (billed annually / minimum of 3 users required)

This plan was designed as a complete solution through the Cloud. This plan comes with all of the full-service, comprehensive CRM features and Marketing Automation functions. There are no extra charges and no hidden fees.

For most businesses, the Cloud CRM is the perfect solution. At $50 per user / month, the minimum cost of ownership of this CRM starts at $150 (since there is a 3 user minimum) and is billed annually. Even if you require a few more users or a lot more users, you simply add $50 to the amount and prepare to pay the annual payment.

While it would be better if there were a monthly billing option, after the 14-day free trial we recommend you take advantage of, you should have a good idea whether this CRM would benefit your business.

The Cloud CRM is advantageous because it does not cost anything to maintain as it is web-based, there is no hardware or maintenance costs, no costs associated with future upgrades, and mobility is an extra plus — you can access your secure data from anywhere, from nearly any device. This keeps your employees and teams on the same page with you in charge.

Regardless of what type of business you have, having such a Cloud-based CRM benefits you versus an On-Premise CRM in most cases and is much more budget friendly in the short- and long-term.

Included in the Cloud plan is the following:

  • Mobile
  • Sales Automation
  • Marketing Management
  • Marketing Automation
  • Contact Center
  • Customer Service

If your business/firm/company requires something a bit more secure or you want an On-Premise service; OnContact CRM has a plan for that too!

On-Premise CRM

Price: $995 per user / month (3 user minimum) + Annual Maintenance (not included in the price listed)

The On-Premise plan is exactly as it sounds — the OnContact CRM software is installed on-site and features the same CRM functions and Marketing Automation as the Cloud plan above:

  • Mobile
  • Sales Automation
  • Marketing Management
  • Marketing Automation
  • Contact Center
  • Customer Service

If your business requires On-Premise CRM software, the bulk of the cost of this CRM is because of all of the hardware, maintenance, and labor associated with installation. $50 per user for the Cloud plan versus $995 per user for the On-Premise plan is a huge variation. This cost difference is important when thinking about your bottom line.

Remember, there is a minimum of 3 users when purchasing a plan, so multiply $995 by three and there is your minimum cost per month (billed annually). PLUS, this pricing does not even include the annual maintenance costs, which OnContact does not specify on in regards to a price range.

quickbooks-home-transparent-new

Free Trial

You can start a free 14-day trial of OnContact Cloud CRM at the following link:

http://www.oncontact.com/free-crm-software-trial/

There is no obligation, no costs involved, and you receive full access to all of the features of OnContact CRM, including: Sales Automation, Marketing Automation, Customer Service, and Contact Center functionality at no extra charge.

If you wish to request a one-on-one demo of the On-Premise CRM, that can be scheduled as well at the following link: http://www.oncontact.com/crm-software-demo/

oncontact-crm-logo-dark-440x200-new1

 

Read Next

TeamSupport Software: Review

Kustomer SMB CRM: The New Kid on the Block

Things to Consider Before Investing in a CRM Software

Can’t Afford CRM Software Right Now? Try Zoho Free: Comprehensive Review

5 Questions to Ask When Choosing a CRM for Your Startup