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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

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PlanPlus Online CRM, Sales Automation, and Marketing: Review

What is PlanPlus Online?
This software provides an all-in-one solution that features a CRM (customer relationship management) software, email marketing, project management, sales automation, website integration, and more — all accessible from the Web.

Intended Users
PlanPlus Online is a software that was created for professionals in the insurance, financial, and real estate industries.

Deployment
– Mac OS
– Web Browser (OS agnotic)
– PC

Mobile
Mobile access through iOS and Android (Mobile Apps Available)

 

 

Features
PlanPlus Online uses the Franklin Covey business planning methodology in order to help businesses manage their time and customers with equal importance. By keeping leads from falling through, businesses can use this software to reduce double entries, improving response times, and reducing the number of leads that are lost in transition from phone to database.


– Calendar, Notes, Tasks
– Contact Manager (via CRM)
– Daily and Weekly Planning
– Sales Workflow Automation
– Sync with Google, Office, and Exchange
– Team Collaboration and Project Management

Plans & Pricing
There are three plans to choose from: Essentials, Professional, and Business.

Essentials
Price: $12 / user per month (when billed annually) / $14 / user per month (when billed monthly)

– All-in-One Planner (Contacts, Tasks, Calendar, Notes in a single app)
– Sync (Google, Outlook/Exchange/365, or iOS)
– Planning (Mission, Goals, Plan Day and Week)
– Mobile Apps (iOS or Android, smartphones, tablets — works without an internet connect too)
– Task Management (ABC-123, Daily and Master Tasks)
– Task Delegation

Professional
Price: $29 / user per month (annual) / $39 / user per month (monthly)

With the Professional plan, you receive everything in the Essentials plan, plus:
– Sales Management (track sales opportunities, generate quotes with products, create pipeline reports)
– Email Integration (BBC to Note Feature from any email client)
– Organizations / Accounts (Track Contacts and Organizations independently for better account management)
– Process Automation (sales process workflow and action plan templates for automating repetitive tasks)

Business
Price: $49 / user per month (annual) / $59 / user per month (monthly)

*4 Users and Minimum Setup Fee Required.

You receive everything in the previous plans, plus:
– Project Management (manage tasks grouped into projects, for completing post-sale requirements or small internal projects)
– Marketing Automation (build lead lists, custom webform, send email campaigns, autoresponders, all for increasing lead flow to sales)
– Customization (unlimited custom fields and page layouts)
– Access Control (ensure team members are only accessing the appropriate data through user permissions and roles)

Free Trial
You can try out PlanPlus Online CRM and software at the following link: https://www.planplusonline.com/editions/
Simply choose which plan you want to try and click “Get started for FREE.”

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bpm’online CRM: Review

What is bpm’online CRM?

Bpm’online is a process-driven customer relationship management (CRM) software that is also used for sales, marketing, and service automation. This CRM solution gives companies the ability to manage the customer lifecycle completely, from lead to sales and ongoing customer service.

With seamless integration, the CRM as well as Marketing and Sales products in this software, work together to offer the best service to customers while increasing sales and being proactive in marketing.

Intended Users

This Boston-based software company has designed their CRM for use by small and large companies alike. The best fit is for companies that are seeking to manage their omnichannel communications.

Deployment

  • On-premise
  • Web, SaaS, Cloud
  • PC
  • Mobile App

Bpm’online can be deployed on demand (SaaS) or on-site, where your data is hosted in-house on your company servers. Regardless of your choice, you can use this CRM software from anywhere in the world on any device with a web browser or mobile app.

The bmp’online CRM system is compatible with both Windows and iOS.

Features

This CRM solution gives companies the ability to align their marketing, service activities, and sales activities from one central CRM platform on-site, from the web, or via mobile.

The bpm’online software offers three integrated products to users, which you can use separately or in a single CRM package: CRM, Sales, and Marketing.

CRM

Bpm’online’s service gives users customer service tools they need to help with customer engagement, retaining customers, and solving consumer problems.

The bpm’online products feature a robust business process management platform that makes this CRM easy to use. You don’t need to have a specialty in IT to know how to use this software.

You can personalize communications with your clients — with this product, you can:

  • Manage All Client Requests in a Single View
  • Phone, Email, Chat, Social Network, and Customer Portal Management

The interface is also a pleasure to work with. The interface is clean and easy to use — a claim that every CRM software says they have — but in this case, it’s true. The system gives users access to features and information quickly and easily, regardless of what device you are using. As long as you have an internet connection, you can use your PC, laptop, tablet, or smartphone.

Marketing

The integrated marketing product is a multi-channel marketing software that gives specialists the ability to create and support ongoing communication with clients.

Sales

The sales product is an SFA tool for the management of the entire sales cycle — from lead generation to managing repeat customers.

360 Customer View

Account and contact manager have never been easier than in this software. With the 360 degree customer view, you can create a single database of all contacts and accounts you work with. The bpm’online customer service will keep a record of all of your contact’s data and addresses with map view capability, social media profiles, service history, corporate relationship structures, and you entire history of interactions.

With this, you can build a real 360 degree view of your customers in order to give been better service.

Intelligent Data Enrichment

Your CRM data can be managed quicker and with minimal effort on your part by leveraging automatic smart data enrichment. This software’s CRM data scientist will identify phone numbers, email addresses, social media profiles, and other information about a company from open sources.

This intelligent tool helps users (you) to get a complete and up-to-date customer data profile with no additional effort.

Additional Features

Additional features of the 360 Customer Review includes:

  • Customer Segmentation
  • Data Enrichment through Social Media
  • Search for and Merge Duplicates
  • Service History
  • Customer Database Analytics

Plans & Pricing

There are different plans to choose from in order to find the perfect fit for your business.

Customer Center

This plan is the perfect fit for companies seeking to automate helpdesk and contact center operations. This plan has tools to deliver customer service and manage omnichannel communications.

Price: $35 per user / month for the Cloud option

Price: $600 per user for on-premise option

  • Unified Customer Database
  • Omnichannel Communications
  • Service Catalogue
  • Business Process Management
  • Contact Center
  • Case Management
  • Knowledge Management
  • Synchronization and Integration
  • System Designer

Service Enterprise

This plan is a great fit for medium and large businesses that are looking to automate internal and external service processes and ITIL processes.

This plan has advanced tools to manage a complete service cycle and to provide service and support to customers and internal users.

Price: $50 per user / month for the Cloud option

Price: $850 per user for the on-premise option

  • Service Level Management
  • Configuration Management
  • Request Management
  • Problem Management
  • Change Management
  • Release Management
  • Unified Customer Database
  • Omnichannel Communications
  • Service Catalogue
  • Business Process Management
  • Contact Center
  • Case Management
  • Knowledge Management
  • Synchronization and Integration
  • System Designer

CRM Bundle

The CRM Bundle is an incredible option that leverages three, full-fledged products for service, sales, and marketing — all on a central CRM platform.

You must contact bmp’online directly for the cost of this plan.

It does include everything you get in the Customer Service plan and Enterprise Plan, plus a full service CRM software.

Free Trial

You can try bpm’online for free at the following link: https://www.bpmonline.com/crm-products

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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


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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)


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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: https://www.avidian.com/customers

Platforms
– 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

Features
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: https://www.avidian.com/features/crm-integration

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

Dashboard
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)

Team

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

Enterprise

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: https://crm.avidian.com/request-trial/
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: https://crm.avidian.com/demo/

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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.

Platforms

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

Mobile

  • iOS App
  • Android App
  • Windows Mobile App

Features

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: https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&sourceid=49&utm_source=deltek-com&utm_medium=website&utm_campaign=Resources&cmp=website_deltek-com_Resources&_ga=1.52625071.621373186.1485284099&eventid=1035650&sessionid=1&key=D344B1FAF24E478A50EF83BAC4CEC72D&regTag=&sourcepage=register

Pricing

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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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.

Customers

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

Platforms

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

Features

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: https://app.prosperworks.com/users/sign_up.

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.

Contact: https://www.prosperworks.com/contact

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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


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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

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