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Claritysoft CRM: Review

What is Claritysoft?

Claritysoft is a customer relationship management software (or CRM) that was designed for use by both small-medium sized businesses (SMBs) as well as large enterprise businesses. This CRM solution offers full-service features such as:

  • Customer Service and Support
  • Sales Automation
  • Marketing Automation
  • Social CRM

…all within one central solution.

Intended Users

Claritysoft CRM is intended for SMBs (small-medium businesses) as well as large enterprises. This CRM solution was created by sales professionals for sales professionals.

Platform(s)

  • Windows PC (Windows 10 compatible), Mac, Linux
  • Web Browser (OS agnostic)

Deployment

  • Cloud, SaaS, Web
  • Mobile
    • ClarityCRM Mobile

Features

This CRM software offers Customer Support and Service, Marketing Automation, Sales Automation, and Social CRM in addition to its typical CRM features and functions.

Account Management

The account management software makes it easy to share all of your accounts in a single place. Your sales team will have all data centralized, where it is secured.

  • Track activities, attachments, contacts, opportunities, notes, quotations, sales, and service for an organization from a single intuitive view.
  • Import accounts from Microsoft Excel or Outlook
  • Fully customize user interface to meet unique needs of your particular business
  • Segment your accounts for quick viewing of unique groups or organizations
  • Add custom fields to capture unique account information
  • Use account segmentations to create targeted marketing materials
  • Find accounts quickly by searching via custom fields, segments, and products / services
  • Access and manage account information from any device
  • Export accounts to Microsoft Excel
  • Use group edit to efficiently make changes to groups of accounts
  • Run out-of-the-box account reports or create custom-tailored reports

Contact Management

Claritysoft features a Contact Management module that will allow CRM users to import and unify their contact lists from different sources such as: Excel docs, Outlook, and QuickBooks. The users can also view contact location in Google Maps, which can help you to plan any sales routes for your sales representatives.

This module allows you to do most of what the account management module does (seen above), such as tracking, importing, adding custom fields, and searching, PLUS:

  • Send email blasts to groups of contacts easily
  • Segment contacts using tags like: Industry, Status, or Type
  • Create tailored marketing communications
  • Group edit contacts to change addresses, assign sales representatives, add value to custom field, and add to a specific segment
  • Display contacts on Google Maps for sales routes
  • Synchronize contacts with Microsoft Outlook
  • Export contacts to Excel

Activity Management

With this CRM’s activity management, you can centralize tasks, and make it easy for managers to work quickly using a simple management tool. Keep track of activities so no one falls through the cracks.

  • Stay on your to-do lists and tasks
  • Schedule tasks and meetings for other users
  • Create custom activity types and categories that fit your work environment
  • Send email blasts from your activities list to send follow-ups and brochures after an event
  • Import activities from Excel
  • Categorize activities for unique reporting requirements
  • Access your activities offline
  • Synchronize your tasks and meetings with Outlook
  • Print a to-do list
  • Setup activity reminders
  • Export your activity information to Excel
  • Use out-of-box activity reports or customize

Calendar Management

Use the online calendar or manage your calendar while you are offline. You can manage and share calendars across your organization and stay on top of important events, appointments, and tasks.

  • Quickly add meetings and tasks directly to your calendar or from contact record
  • Manage meetings and appointments from daily, weekly, or monthly view
  • Setup reminders to ensure you are never late for meetings
  • Allow access or restrict who can view your calendar based on the organization structure of the company or permissions
  • View multiple calendars simultaneously

Lead Management

This module allows sales teams to receive leads quicker using a simple tool to automatically feed information into pipeline reports and sales planning. Manage, organize, and track all leads. Convert leads into accounts, contacts, and opportunities.

  • Track all activities, attachments, and notes for a lead in a single, intuitive view
  • Fully customize user interface to meet the needs of your business
  • Import leads from Excel or capture leads from web forms
  • Customize your own lead quality system to track your best lead sources
  • Add custom fields
  • Group edit to change information, assign sales rep, or add values
  • Send mass emails to cultivate leads at any stage: New, Working, or Closed
  • Find leads by searching on characteristics, including custom fields
  • Export leads to Excel
  • Out-of-box lead reports or create your own custom-tailored reports

Sales Management

This module allows users to manage sales activities, both by evaluating and proactively managing. This is important to CRM. Track the products that customers have purchased from you is crucial to ensure a good relationship.

  • Track sales for all accounts and contacts from a single intuitive view
  • Fully customize user interface to meet unique needs of your business
  • Import sales data from Excel and other systems
  • Add custom fields
  • Use group edit to make changes to groups of sales records
  • Convert opportunities or quotations into sales
  • Add product line items directly from a price book or enter custom items directly into the order
  • Attach files to sales order such as: purchase orders or product specs
  • Out of box sales reports or create custom reports

Pipeline Management

Track your opportunities in order to improve sales forecasting accuracy and to ensure that no deals fall through the cracks.

  • Manage entire pipeline from a single intuitive view — forecast future sales with confidence
  • Create your own sales process to ensure consistent sales execution from your team
  • Track opportunities by lead source to understand where the best leads are coming from
  • Fully customize opportunities module for your unique selling processes
  • Add product line items from a price book or enter custom line items right into the opportunity
  • Convert opportunities to sales orders or quotations
  • Export opportunity records to Excel
  • Out of box pipeline forecast reports or custom-tailor your reports

Email Marketing

The Email Marketing functionality allows users to design email templates and to pull contacts from their contact lists based on preferences and filters. This module allows you to create and send branded professional mass emails to customers and prospective customers in a few clicks — all in a single platform.

  • Build graphically rich email marketing templates using drag and drop email designer
  • Create and share marketing email templates with organization and staff — help sales team to maintain a polished professional image
  • Create email from scratch or edit existing templates
  • Preview email as it will appear on any type of device — deliver a fully responsive and mobile-friendly email
  • Tailor messages for personalized notes to customers, including: first name, company name, or any other custom information you want to include
  • Search, filter, and segment contacts based on field and send personalized email to the entire group quickly
  • No mass email frustrations for customers — you can ensure your customers never know it is a mass email communication — with personalized emails and each email being sent out one by one, it is not a carbon copy — this will also help it to avoid spam filters
  • Track communication activity. Marketing email is saved under each recipient’s activity history automatically
  • Utilize email tracking to analyze sent email correspondence analytics such as: delivery rate, open rate, bounce rate, read status, and unsubscribe rate

Priced Quotes

Consistent pricing for your sales teams and books is important. You can offer professional price quotes to customers consistently every time.

  • Generate professional price quote in minutes
  • Track all active quotations in single intuitive view
  • Create polished price quotes so team can deliver pricing consistently and professionally
  • Customize quotes module to accommodate unique quoting and proposal processes at your organization / business
  • Add services and/or products directly from your price book or type in custom line items directly into the quotation
  • Run quotation reports for analytics and forecasting
  • Allow Claritysoft to automatically generate quote numbers for you or use your own numbering convention

Mobile CRM

Mobility is incredibly important in sales — your sales team can work on tablets, smartphones, and laptops in addition to desktop units. Your team is more likely to fully adopt mobile sales tools and skip local files or handwritten notes, which are inefficient. With Claritysoft’s Mobile CRM, you can be productive while you are mobile.

  • Access all CRM data from any mobile device. The Mobile CRM enables you to stay productive while on-the-go
  • Leverage Claritysoft Mobile CRM for account and contact management
  • Generate a price quote, assign an activity from any smartphone, and submit orders (use Android, iPhone, and Windows devices)
  • Manage your calendar from mobile devices
  • Update your pipeline
  • Dictate notes directly into the Mobile CRm
  • Map your contacts, accounts, or leads

Your mobile use of this CRM is completely secure. Because Claritysoft is cloud-based, this means that all of the information is centralized and is secure and safe via the security technology that comes with the software.

Offline CRM

Users of this CRM will also be able to access stored CRM data in Claritysoft’s Offline Mode, and then sync changes with the cloud when the software is offline again.

  • Access 100% of your CRM data offline
  • With the offline CRM capabilities, you can still price quotes, opportunities, meetings, tasks, notes and other functions
  • Work at client sites, on a plane, or in remote locations where internet access is not available
  • Offline CRM access will make sure that the team doesn’t have to rely on Excel, Outlook, or paper to capture critical data while disconnected
  • Changes made while working offline will automatically synchronize to the cloud once you are connected to the internet again

Access Control

With the role-based access control, you can control access to customer information based on your organizational structure. Control the info that your team can see and the functions that they can use and perform with Role-Based Access Control.

  • Use role-based access control to enable or disable record visibility
  • Use role-based access control to enable or disable CRM functions
  • Restrict access to sensitive CRM data
  • Create profiles for Sales Reps so only they can see their own data
  • Create organizational structure to define hierarchical visibility
  • Define profiles so managers can only see the data of those who report to them
  • Define unlimited number of role profiles and apply access control to each one
  • Role-based access control comes standard — no extra fees for this service

Outlook Integration

This CRM’s integration with Outlook makes it possible for sales reps to move between their calendar, email, and CRM fast. Keep these in sync through integrations — utilize the Claritysoft Outlook Plugin.

  • Save inbound and outbound email to your activity history
  • Synchronize tasks, contacts, and meetings between the CRM and Outlook
  • Send email blasts through Outlook
  • Changes made in one system will update the other
  • Outlook integration works out-of-box — no config is needed
  • Exchange Server is not required
  • Support for most versions of Outlook, including: 2003, 2007, 2010, 2013, and 2016

Quickstart Services

  • Set Up
  • Customize
  • Train Sales Staff

Plans & Pricing

Claritysoft CRM is purchased on a “per user / per month” subscription basis (SaaS) and includes free support via: email, phone, and web ticket.

There is only one plan to choose from — Claritysoft CRM describes their single plan and flat pricing as: “Enterprise capabilities, small business price.”

Plan

The unnamed plan costs $39 per user / per month, billed annually.

  • Account Management
  • Contact Management
  • Opportunities Management
  • Sales Forecasting
  • Customizable Sales Process
  • Quotation Management
  • Sales Orders
  • Price Books
  • Calendar Management
  • Track Activities & Tasks
  • MS Outlook Integration (2003, 2007, 2010, 2013, 2016)
  • Offline Access
  • Tablet Access
  • ClarityCRM Mobile
  • Group Edit
  • Mass Email
  • Templates (Email and Letters)
  • Data Import Wizard
  • Microsoft Word Mail Merge
  • Unlimited Customization
  • Unlimited Record
  • Unlimited Attachments
  • Customizable Reports and Dashboards
  • MS Excel Reports
  • Role Permissions
  • Activity Stream Workflow
  • Custom Page Layout
  • Document Attachments
  • Free Weekly Training
  • Free 1-800 Number Support / Free Email Support / Free Screen Sharing Support

Free Trial

No.

Free Demo

You can schedule a demo with Claritysoft CRM — according to the company, 70 percent of their customers choose Claritysoft CRM within 15 minutes of receiving a demonstration.

Schedule a Free Demo here: https://claritysoft.com/demo/

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Support / Customer Service

  • Phone: 1-888-838-7487
  • Email: info@claritysoft.com
  • Web Ticket
  • Share Screen with 24/7 Support Staff (for both Windows and Mac support)

Contact Link: https://claritysoft.com/contact/

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Freshsales CRM: Review

What is Freshsales?

Founded in 2011, Freshsales CRM is owned by the popular Freshdesk, and is based right here in the United States. Freshsales Customer Relationship Software is a full-fledged online-based CRM that was made for high-velocity sales teams.

Intended Users

Freshsales is a CRM product for companies and teams of all sizes from SMBs (small-medium businesses) and large enterprises alike. This CRM is built in order to cater to the needs of salespersons across all industries and markets.

That being said, Freshsales CRM is often used in e-commerce, Hospitality, and Real Estate.

Deployment

  • Web, Saas, Cloud
  • Mobile

Features at a Glance

  • Contact Management
  • Interaction Tracking
  • Document Management
  • Lead Management
  • Lead Scoring
  • List Management
  • Territory Management
  • Referral Tracking

Features

Freshsales CRM is packed with features like integrated email, built-in phone, user behavior tracking, reporting, deal management, and much more.

Lead Management

  • 360-degree Customer View
  • Lead Scoring
  • Auto Profile Enrichment
  • Segment and Organize your Team
  • Auto Lead Assignment
  • Appointments, Tasks, and Notes
  • Bulk Actions
  • Rose Based Access
  • Custom Views
  • Automation
  • Web-to-Lead
  • Smart Fields

Contact Management

Deal Management

With this feature, you can get a complete visibility of your deals across their stages. See how many deals are in each stage and filter/sort them by expected close date. Make smarter decisions to guide and move them up the sales ladder.

  • Visual sales pipeline
  • Deal status
  • Simple drag and drop navigation
  • Action-oriented follow-ups
  • Track deals on the go
  • Customize sales process
  • Pipeline dashboard
  • Identify bottlenecks
  • Deal funnel view
  • Filter and sort deals
  • Lost deal analysis

Email Management

When it comes to customer relationship management, having an effective email management system (and using it) is important.

  • In-depth customer insights
  • Website and in-app tracking
  • Activity timeline
  • Behavior-based segmentation
  • Advanced lead scoring
  • Email tracking
  • Enrichment
  • Web-to-lead
  • Segment integration
  • Smart fields
  • Open & click notifications

User Behavior Tracking

Lead Scoring

Spot and focus on leads that matter the most using lead scoring. You can prioritize follow-ups by those who are sales-ready and those who need a little more nurturing.

Territory Management

Event Tracking

  • Website and in-app tracking
  • Activity timeline
  • Advanced lead scoring

Sales Analytic Reporting

Customized reports are important to a successful business and this CRM makes good use of reporting.

  • Customize reports
  • View visual sales reports
  • Revenue analytics
  • Deeper analytics
  • Preview reports
  • Visual reporting
  • Lost deal analysis
  • Share reports
  • Territory reports
  • Pipeline reports
  • Email metrics

Mobile CRM

The mobile CRM makes using Freshsales easy and convenient.

  • Customer data is at your fingertips, anywhere you are
  • 360 degree customer view
  • Jot down some notes
  • Change stages easily
  • Track deals
  • Call or send emails to customers
  • Search anything in your system
  • Sort by lead score, value, stage, etc.
  • Access views
  • Get directions
  • Quick actions

Built-in Phone

With this feature, there are no hardware or software installation costs. No set-up charges either. You can simply click on a phone number to place calls directly from the Freshsales system.

You can also do the following with this feature:

  • View entire conversation history
  • Assign numbers to your team
  • Automatically log calls
  • Personalize welcome and voicemail messages
  • Forward call
  • Call history
  • Know who is calling
  • Record calls
  • Tasks & appointments
  • Pay for the minutes

Integrations

Integrations include:

  • Freshdesk (in which Freshsales is owned by)
  • Freshchat
  • Segment
  • Google CalendarImage result for free trial freshsales

Plans & Pricing

There are four different plans you can choose from, all of which offer impressive pricing.

  • Sprout (Free)
  • Blossom
  • Garden
  • Estate

Included in all plans (incl. the free Sprout plan) is 24/7 email support and 24/5 telephone support.

For a comprehensive list of features and how they fit into each plan, take a look here: https://www.freshsales.io/crm-features/

Free Version

Freshsales CRM offers a free version for small teams. You can use this software completely free and can upgrade it if need be, as your team or business grows.

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Training and Support

  • Documentation
  • Webinars
  • Live Online Training
  • 24/7 Live Representative Support
  • Email: support@freshsales.io
  • Phone: +1 866 832-3090

Image result for free trial freshsales

Free Trial

There is a free trial of Freshsales CRM for 30 days. All you need is to give your name, email, company name, a custom domain name of your choosing, and a phone number.

Free Trial: https://www.freshsales.io/signup/

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Take Your CRM to the Next Level: Integration, Personalization, and Customization are the Keys to Success

Capsule – A CRM That’s Easy to Swallow: Comprehensive Review

What is Capsule?

Capsule is a customer relationship management (CRM) software that looks to make CRM simple by offering six core capabilities to run your business. Managing Sales Pipeline, Managing Relationships, Organizing Emails, Saving Contact Histories, Completing Customization, and Performing Task Management — these six core functions and features makes this software simple, smart, and easy to use from its cloud-based deployment.

Intended Users

Capsule CRM is perfect for SMBs (small-medium businesses) that are looking for a powerful but simple to use CRM software that will give you the core components to keep excellent relationships with customers and clients as well as perform task management, organize your emails, manage your sales pipeline, and offer you customization to fit your business and industry.

Deployment / Platform(s)

  • Cloud, SaaS, Web
  • Mobile App (Android, iOS)

Mobile

The Capsule CRM Mobile App is available for iOS and Android devices. The features of this mobile function can be found in the section below.

 

Features

Capsule CRM includes the following functions and features in both plans that will allow you to manage your business, manage customer relationships, market, and improve the efficiency of your business.

 

Contact Management

Managing your contacts is one of the most important parts of running a business, and this CRM has a host of options in it’s six-feature core that will do the job right.

  • Sharing Contacts

Share contacts and client information with co-workers, which will make sure you have one, single, up-to-date view of the contact. No more confusion or duplicate files.

  • Attach Documents and Notes

With this feature, you can easily add notes about conversations with customers, meeting outcomes, clients, and how the contact is know to you (a customer, vendor, potential business partner, etc…).

In addition, you can attach documents such as agreements, proposals, and other files.

  • Import and Export Contacts

If you already have a contact list and are just buying Capsule CRM (which is very likely), they make it easy to import those contacts from: Gmail, vCard, Outlook, spreadsheets, and any CSV file.

  • Categorize Your Contacts

You can categorize your contacts using tags that you can define yourself — this makes tagging easy and relevant for your business. Tag contacts as a vendor, customer, lead, etc… You can  even customize Capsule CRM to record information when another tag is applied. For example, “lead source” when a person is tagged as a lead.

  • Attach Emails

Track your email communications by sending emails from Outlook or any email client into Capsule. The email becomes a part of the contact’s history along with any attachments. This makes it easy to find in one location.

Tasks & Calendar

  • Create Standardized Process

If you have any standard processes (or SOP) like the way you approach a sale, you can configure these as “tracks” in Capsule in order to enable the same set of tasks to be followed for each case or sales opportunity. Each task in a “track” can be linked to a previous one.

Ex: A “call back” task can be set as due 5 days after an “initial call” task. This means that you can automate when tasks appear so you can keep yourself on track without stressing out about timelines and being late.

  • Tasks for Any Occasion

Create new tasks for meetings, phone calls, appointments, submission deadlines, and much more.

  • Link Tasks

You can link up tasks with cases, contacts, and opportunities so that it is easier to refer back to what the task was about – it’s easy to forget when you’re so busy.

Sales Pipeline

  • Share

Share sales opportunities with team members and co-workers for collaboration.

  • Up Front Summaries

Receive a quick summary of opportunities on-the-go through the sales dashboard — this includes: potential values, where they are up to, and what needs to be completed next.

  • History

Keep track of the history of an opportunity by adding notes and attaching documents.

  • Keep Track

Keep track of where sales opportunities are at — use milestones such as: prospect > meeting > proposal > won, etc… Each milestone is linked with a “success factor” that is used to forecast potential sales revenue. Capsule CRM includes a standard set of milestone variables that you can configure with your own.

  • Reporting

Generate extracts and reports from the pipeline using configurable filters.

Customize Capsule

  • Custom Fields

Extend your tags with custom fields that are relevant to your business and industry. If you sell to customers through partners, you can add your own fields to the customer tag to record who the introducing partner was and the date of introduction.

  • Customize Process

Customize the sales milestones and process.

  • Customize Contacts

Personalize contacts and users with avatar photos and tags in order to make each contact and user unique and easily recognizable.

  • Personalized Design

You can even brand your Capsule CRM account using your own logo and colors.

Mobile App

With the Mobile App feature of Capsule CRM, you can do just about all you need to do on the move. With up-to-date information, the ability to begin emails or calls from a contact’s profile, to data and contact history, Capsule Mobile App makes your work a lot easier to start even when you aren’t at work.

  • Syncing

Even when offline, Capsule Mobile App will sync any changes you make once you reconnect to the internet.

  • Manage Tasks Remotely

With the highly effective Mobile App, it is simple to know what tasks are upcoming and which are overdue, at a simple glance. With a status separated list, you can see what tasks are due today or overdue so you know what you need to get done next.

  • Comprehensive Task View

This allows you to actually create, complete, or assign new tasks to your co-workers or team — this means you don’t have to be at work to assign new tasks — you can do it all from your Mobile App.

  • Contact Management

You can access, update, and add data, even when you are offline. Start any emails or calls you need to make directly from a contact’s profile (or view a contact’s location on the map), directly from the Mobile App. There is also a great filter which allows you to search or filter tasks by tag or owner.

  • Latest Activity

You will have the latest information on your app, which is always kept up-to-date.

  • Data

You can view your history of calls, emails, and notes about any contact on your Mobile App. You can also keep track of sales opportunities and tasks as well.

Additional features include:

  • Vital Sales Pipeline Data at A Glance
  • Granular Opportunities
  • Quick Search
  • Opportunities Sorted by Milestone

Add-Ons and Integrations

What makes Capsule so great is that not only does it provide six core functions and features for a powerful and simple CRM, but you also have the option of adding on functions and integrations in order to extend this CRM’s functionality to your needs. Let’s take a look.

  • G Suite (Google Apps)

With this add-on, you can access Capsule directly from Google Mail. This means you can link your Capsule CRM contacts and tasks to your Google Apps account.

  • Accounting & Invoicing

Integrating accounting and invoicing add-ons is easy as well — you can add-on the following integrations to your Capsule CRM to keep your finances in the same place as your CRM: Xero, Freshbooks, Kashflow, FreeAgent, Billiving, and ClearBooks.

  • Email Marketing

What is a business without marketing? With the email list marketing add-on, you can integrate a ton of different services in order to gain new customers, retain current ones, and maintain great relationships with loyal clients and consumers. These add-ons include: MailChimp, ActiveCampaign, Mad Mimi, MPZ Mail, and Wishpond.

  • Website Forms

You can also integrate forms onto your website for use by both yourself and customers, including: Wufoo Forms, Formstack, Ninjaforms, and Gravity Forms.

  • Website Chat

Online chat is a huge part of gaining new customers and helping out those who are having any issues with their orders or your service(s). This is an easy way that engages customers who don’t have time or want to make a phone call or write an email. This live-help avenue also saves you money and time.

You can add-on the following to your Capsule CRM: Clickdesk, Userlike, and Tidio.

  • Help Desk

In addition to the chat feature, you can integrate a help desk to your site, which is recommended for any business that sells products or services. You can add-on the following popular platforms: Zendesk, Freshdesk, Enchant, Help Scout, Support Bee, and LiveHelpNow.

  • Email Tracking

Knowing if your marketing is working depends on if you are receiving data that can show you what customers (existing or potential) are clicking on in emails you send them. You can add-on: Yesware to this CRM to track emails you send. Yesware is a service for Outlook and Gmail.

  • Contracts and Proposals

The following integrations and add-ons are available: Proposable, NiftyQuoter, Quotient, Magento with Cart2Quote, PandaDoc, WebMerge, RightSignature, Signable, edocr, and Direct Mail Manager.

  • Dashboards

For those of you who prefer to have your own dashboard for your cloud apps, you can add-on: Grappster, AppInsights, Neatly, SalesWally, and UnifiedVU.

  • Integration Platforms

Want to integrate other softwares? No problem! With Capsule’s integration, you can add: Zapier, Flow XO, Automate.io, PieSync, and Yoke,io.

  • Telephone & VoIP

For extra customer telephone or VoIP lines, you can add: Netfuse, Kixie, and Callmaker to your software.

  • Job and Time Tracking

TidyWork and Toggl can be added to Capsule CRM in order to keep track of your employee’s time on the job, as well as figure out time management, material costs, and expenses.

  • Inventory Management

Inventory management softwares such as Cin7 and DEAR Systems can be added to give you a real-time sync of your inventory, POS, and supply chain in a central, cloud-based solution.

  • Mobile Integrations

You can add some mobile integrations as well (for Android). call2CRM (Android) and Business Card Reader for Capsule CRM (Android) are options you can add on.

  • Migration Services

Import2 and Data2CRM are easy to use Migration Services you can add on to your CRM software by Capsule in order to import data.

  • Office Management

No problem! Office R&D is a software that is data-driven and perfect for coworking spaces that will integrate with Capsule right out of the box for an additional price.

  • Develop Your Own Integration

Capsule’s RESTful API can be used by developers to create some clever add-ons or to integrate this CRM with other applications.

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Uptime and Backup

Capsule CRM has a 99.99% uptime rate in the last 12 months. You can rest assured that your connection will be there and your CRM fully functional. With your data secured and backed up on a constant basis, you can also feel great knowing your information is saved in case of a disaster.

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Plans & Pricing

Whether you purchase Capsule CRM’s Professional or Free Plan, your plan will include all of the six core functions and features listed in the “Features” section above. The Professional Plan includes greater storage capacity, contacts, users, and offers integrations for a low monthly price.

The Free Plan is best for very small businesses, especially online-only and businesses run out of your home. The Professional Plan is great for small and even medium-size businesses who need a bit more storage, contact space, and integrations for financials and marketing.

 

Professional

Price: $12 month per user

  • Storage: 2 GB per User
  • Contacts: 50,000
  • Unlimited Opportunities
  • Unlimited Cases
  • Premium Integrations: Xero, Freshbooks, MailChimp, Wufoo, and More!

 

Free

Price: FREE!

  • Up to 2 Users
  • Storage: 10 MB
  • Contacts: 250
  • Unlimited Opportunities
  • Unlimited Cases

 

Free Version

There is a free version of Capsule CRM available, as shown above. You can get started right away with this free version at: https://capsulecrm.com/signup/

 

Free Trial

You can sign up for a free 30 day trial of the Professional Plan by heading to the following link and clicking on the green trial button: https://capsulecrm.com/signup/  

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PhaseWare Tracker CRM: Review

What is PhaseWare Tracker?

PhaseWare Tracker was founded in 2005 and long been a well-known provider of financially viable customer support and customer service software solutions. Their software has been based around the small and medium business world, with optimized features and functions that support both on-premise and cloud-based technology.

Complete with complaint management, issue tracking, a CRM, SLA compliance, time tracking, process management, KM, and more, PhaseWare Tracker is a complete customer support solution for SMBs.

Intended Users

PhaseWare Tracker was created and designed to provide customer service, management, and support for SMBs (small-medium businesses). Best tailored for small enterprises, this full-service customer service and support software offers a range of solutions for increasing the effectiveness and quality of customer support and services, reducing one’s operational expenses, freeing up time for sales teams, and managing one’s business processes.

Deployment

  • Cloud, SaaS, Web
  • On-Premise
  • Mobile

Mobile

You can take PhaseWare Tracker’s hosted model on-the-go with their mobile access.

Features

PhaseWare Tracker offers a tailored solution to customer service rather than a boxed package and will get you up and running quickly as well as help you achieve your business goals along the way.

The applications of this software are delivered both on-site/on-premise or as a cloud-based SaaS (software-as-a-service) model. This includes mobile compatibility so you can always remain in contact with your customers and solve problems on-the-go. This is incredibly important to retain customers and keep them happy so they return to your services or continue buying your products.

Contact Management

View customer information in detail with a single click of a button. Organize your clients and customers with ease and have all of their contact information available for any and every need.

Multi-Channel Ticketing and Support

PhaseWare Tracker CRM does a great job of offering customers a range of support options to choose from. You can communicate through chat, telephone, email, and a Self Service Center. When it comes to ticketing on your end, you can create tickets quickly through any available contact channel.

Dashboard

Manage customer support representatives and their performance using dashboards.

Workflow Templates

You can also customize the workflow of your business according to processes.

Improve Billing

You can improve the billing process as well as up-sell or cross-sell opportunities.

Reporting

Use PhaseWare Tracker’s built-in report templates or create your own custom reports.

Security Administration

Manage the security of your software with unlimited groups and detailed authorization levels that you (the admin) can control.

Benefits

PhaseWare Tracker offers key benefits for any small to medium business, including:

Easy Setup and Adoption

You should be up and running within one single day of implementing your software, regardless of whether you chose the Cloud or On-Premise solution.

Easy Deployment and Access

You can use the desktop-based “Tracker,” the browser-based “Tracker OnDemand,” or both as you use the full range of features of this CRM and customer service software.

Track and Trend

You can track ticket duration from open to close, and view the amount of time spent on each incident. You can do better business by nipping problems in the bud with early problem detection, while creating projects and closing groups of tickets regarding the same issue.

Email Support

Create tickets from emails, integrate with Microsoft Outlook, send an acknowledgement of receipt, and even offers some suggestions for resolution without an agent wasting valuable time.

Better First Call Resolution

FCR (first call resolution) is important in business — with PhaseWare Tracker, you can give your reps the tools they need to increase their FCR’s and handle each issue more efficiently and effectively.

Creation of Unlimited SLA Packages

Customize service packages to your customers’ needs.

Limitless Items are Complementary

This software gives you the ability to handle unlimited: customers, tickets, contacts, and knowledgebase items.

Full Life Cycle Ticket Management

Tickets can be followed from submission to resolution without any falling through the cracks.

Tracker

This benefit speaks for itself — you can track the information needed for incident management and successful customer support.

Multi-Channel Support

Customers like a variety of ways to contact customer support — you can interact with your customers through the web, chat, telephone, or email.

Plans & Pricing

PhaseWare offers both On-Premise (On-Site) and Cloud deployments. The pricing model is easy and revolves around two license types: Concurrent Licenses and Named Licenses.

In addition, you can add the customer-facing portal — Self Service Center and Live Chat — to your deployment at a separate price for each model.

PhaseWare Cloud

Price: $45 / month (per named license) OR $75 / month (per concurrent license)

  • Tracker Beyond
  • Tracker Mobile
  • Tracker Desktop
  • PhaseWare Tracker API
  • Setup and Training (one time fee)
  • Maintenance and Support (unlimited)

 

On-Site

Price: $900 (per named license) OR $1,250 (per concurrent license)

  • Tracker Beyond
  • Tracker Mobile
  • Tracker Desktop
  • PhaseWare Tracker API
  • Setup and Training (one time fee)
  • Maintenance and Support (1 year included)

 

Add-On:

Self Service Center

Price: $149 / month (PhaseWare Cloud) OR $1,499 (On-Site)

  • Unlimited Number of Customers
  • Unlimited Knowledge Base
  • Optional Live Chat Module (costs extra)
  • Unlimited Downloads
  • And more…

You can receive a detailed, free quote from PhaseWear at the following link: http://www.phaseware.com/pricing.

Free Trial

You can sign up for a free trial of PhaseWare’s CRM at the following link: http://tracker.phaseware.com/Signup/Home/Register.

This trial allows you to use PhaseWear’s hosted products, including: Tracker Beyond, the Self Service Center, and Tracker OnDemand.

All you need is your name, an email address, a phone number, and company name. You must choose between three different types of trials: 1) Customer Service, 2) Issue Tracking, or 3) Complaint Management.

 

Free Demo

You can also watch a free, live demo if you choose at the following link: http://www.phaseware.com/request-a-free-live-demo. You can watch a short video or request a live demo that is personalized to your business.

 

Contact Information

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Mothernode CRM: Review

What is Mothernode?

Mothernode is a customer relationship management (CRM) software that is a cost-effective, SaaS solution designed to help businesses create a more effective sales process and customer relationship management.

Intended Users

Mothernode CRM is best suited to SMBs (small-medium businesses) that are seeking out a scalable CRM that can grow with their business, as well as a pay-as-you-go pricing model. There are a range of industries that would benefit from Mothernode, including: banking, advertising, hospitality, real estate, and more.

Deployment

  • Cloud, SaaS, Web
  • Mobile CRM

Mobile

You can access your Mothernode CRM from anywhere, at any time. Business deals and customer service needs don’t always come during business hours or when you are in your office. With the Mothernode Mobile CRM, you have the capability to connect with customers and clients in real-time on-the-go.

Compatibility:

  • iOS (iPhone and iPad)
  • Android (via Google Play)

You can respond, engage, browse, add information, update information, and much more.

  • Mobile and Calendar Integration
  • Archive Communications
  • Email directly from your default email client on your mobile device
  • Archive your mobile email conversations in Mothernode
  • Access customer accounts and contacts
  • Update customer records
  • Post events
  • Tag users
  • Collaborate and connect
  • Add events for customers and contacts
  • View all recent activity in your business
  • Sell anywhere
  • Access accounts

Features

This CRM offers a range of customization options in a user-friendly interface, which will retain proven foundations for customer management, but will also allow for personalization to match your company’s workflow.

Mothernode is a powerful CRM with a streamlined interface, which makes it easy to access data and manage it. This means that representatives can spend less time on data entry and more on selling your products or services.

This CRM is cloud-based, so you can manage accounts and communicate with clients and customers from anywhere in the world at any time.

Features of this CRM include:

  • Customer Relationship Management Services
  • Sales Force Automation
  • Campaign Management
  • Customization
  • Events
  • Quoting
  • Analytics
  • Tasks
  • Lead Capture Forms

What is unique about this CRM, is that in addition to customer management, sales force automation, and lead nurturing, users of this CRM also have access to even more features, which are not typically found in CRMs. This is courtesy of Mothernode CRM’s sibling product called Mothernode ERP.

What this means is that your CRM with Mothernode will also include:

  • In-Module Reporting
  • Independent Quoting Module
  • Advanced Searching
  • Customizable Reports
  • KPIs
  • Syncing with Outlook and iCal
  • Sales Force Automation
  • Lead Nurturing
  • Customer Management

This CRM includes all of the features and functions one would expect of a comprehensive CRM software, and is delivered in an intuitive and affordable way. The software automates many of its processes in the selling cycle, which is efficient and easier for users.

If you have an SMB, Mothernode gives you a full-feature CRM that will grow as your sales grow.

It is also one of the only CRM softwares to allow you to upgrade to ERP capabilities, which includes invoicing and inventory management.

You can future-proof your Mothernode CRM via the solid platform this software provides. Mothernode Integration capabilities will make your life easier and business more successful. Connect to best-in-class solutions and even proprietary software that you business may depend on — either on-premise or in the cloud!

CRM Integrations include:

  • Mothernode Outlook Plugin
  • Gmail
  • Google Calendar
  • QuickBooks
  • Microsoft Dynamics
  • MailChimp
  • Infusionsoft
  • Xero
  • LinkedIn
  • UPS
  • Hubspot
  • Constant Contact
  • ClicData

Plans & Pricing

Mothernode CRM is available in a variety of plans, with an option to tailor a plan for your industry and business.

Free Demo

You can request a free demo (either instant or personalized), by following the link below. All you need is your name, company name, email, job title and website, the number of users (minimum of 5), and your CRM requirements.

This may seem like some work, but what this does is really allow Mothernode to set up a personalized demo for you, which is crucial for assessing whether this CRM is for you.

Free Demo Request: http://www.mothernode.com/request-a-demo/.


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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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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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Base CRM: Review

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Infusionsoft: Review

Intended Users

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

Platform

  • Online, SaaS, Web
  • Mobile

Infusionsoft Mobile

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

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

 

Features

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

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

Contact Management

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

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

Data Management

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

Some of the benefits of this feature includes:

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

Segmentation

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

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

Lead Scoring

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

  • Demographics
  • Interactions
  • Behaviors

Task Management and Calendar Management

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

With it, you can:

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

Plans & Pricing

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

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

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

Essentials Plan

Price: $199 / month

Users: 3

Contacts: 2,500

Emails / Month: 12,500

  • CRM
  • Marketing Automation

Deluxe (Sales Automation) Plan

Price: $299 / month

Users: 4

Contacts: 5,000

Emails / Month: 25,000

  • CRM
  • Marketing Automation
  • Sales Automation

Deluxe (E-commerce) Plan

Price: $299 / month

Users: 4

Contacts: 5,000

Emails / Month: 25,000

  • CRM
  • Marketing Automation
  • E-commerce

Complete Plan

$379 / month

Users: 5

Contacts: 10,000

Emails / Month: 50,000

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

Team Plan

Price: $599 / month

Users: 100

Contacts: 20,000

Emails / Month: 100,000

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

Choose your Kickstart Package

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

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

Kickstart Lite

Price: $999 (one time fee)

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

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

Kickstart

Price: $1,999 (one time fee)

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

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

Kickstart Pro

Price: $2,999 (one time fee)

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

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

Free Demo

You can request a free demo at the following link: https://www.infusionsoft.com/demo

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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.

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