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Clevertim CRM: Review

What is Clevertim?

Clevertim is a customer relationship management (CRM) software for small businesses, entrepreneurs, and startups — founded in 2010 in the U.K., Clevertim is perfect for a small company with limited but crucial CRM needs.

Intended Users

Small businesses, solo-preneurs, micro businesses, and other types of SMB’s use Clevertim CRM as a web-based contact manager and customer relationship management solution for their businesses.

Deployment

  • Cloud, SaaS, Web

Platform(s)

  • PC
  • Desktop Application on the Web
  • Mobile (Android)

Features at a Glance

  • Contact Management
  • Lead Management
  • Opportunity / Case Management
  • Customer Support
  • Document Management
  • Interaction Tracking
  • Quotes
  • Proposals
  • Team Collaboration Options
  • Guaranteed Uptime
  • Add Users / Delete Users
  • New Features Added by Clevertim on Regular Basis

Features

Clevertim was built and is sold as a simple web-based/cloud-based CRM for those with professional CRM needs in a micro-business or small business environment. With this software, you can avoid on-premise installation costs and time, avoid any upgrade charges, enjoy regular updating of features by Clevertim, and find that perfect in-between from Excel spreadsheets and a full blown CRM.

This simple CRM allows you to do the following:

  • Keep notes on contacts
  • Keep your leads in one location
  • Manage your tasks, reminders, and follow-ups
  • Assign and resolve tickets, projects, and cases
  • Track and organize sales opportunities
  • Share and collaborate with your team instantly

Contact and Company/Account Management

As with any CRM worth its salt, you can store all of your contacts and your accounts in one, central, cloud-based location so that everyone on your team can access it 24/7. You can also keep a helpful history of interactions with customers and leads using: emails, notes, quotes, and proposals.

  • Store all documents in one place
  • Build a business intelligence database
  • Use info to build your brand, retain customers, discover new opportunities, and find new leads

Tasks, Meetings, Reminders/Follow-Ups

The tasks section will help you to organize things that must be done for each company, case, contact, and opportunity – it helps to keep on top of each task. This CRM will assign and track work completed by you and your team.

The tasks will give you visibility of what has been done and what is still outstanding and needs to be completed.

Case Management

Cases are virtual folders that allow you to store information in one, cloud-based location. Cases can be used to track any problems, complaints, inquiries, questions from customers, and things like leads. You can use this case management for internal projects, such as hiring for a new position you created or organizing an event. Cases also allow your team and yourself to all be on the same page and collaborate on a common topic.

Sales Opportunity Management

You can see all of your sales opportunities in one location on Clevertim — and this information is also available to your whole team. You can set follow up reminders and add tasks for each sales opportunity so you can nurture towards closure.

Also, check out your pipeline of sales opportunities clearly and succinctly.

Online File Storage and Organizer

Store necessary files for business and clients offline — you can attach them to the relevant case, opportunity, company, or contact — what makes this module easy is it organizes your files through a Windows Explorer-esque interface that is intuitive and familiar.

Email Integration via the Clevertim Dropbox

With email integration, you can CC, BBC, and forward emails to your Clevertim Dropbox email account — notes you make will automatically be created for the correct contact. You don’t have to copy and paste any notes from emails into the CRM — Clevertim will do it for you.

Flexible and Powerful Custom Fields

If you need additional information to store more contacts, opportunities, cases, and companies, Clevertim comes with a range of typed custom fields.

You can define these custom fields as you wish: free text, list of your users, countries, dropdown/select from list of values, and more.

Easy to Integrate with Hundreds of Apps via Zapier

You can also use Zapier in order to integrate Clevertim CRM with hundreds of other applications, such as: Mailchimp, Constant Contact, AWeber, Campaign Monitor, Mailgun, Freshbooks, Wufoo, Twitter, Zendesk, Trello, WordPress, Google Apps, SugarCRM, Shopify, Desk, and many more.

Integrate, Extend, and Customize via Clevertim API

You can integrate Clevertim CRM with other internal or publicly available systems, too. REST-ful APIs are easy to integrate and customize and Clevertim’s API is hosted on github.

Plans & Pricing

All plans come with a free 30 day trial, so regardless of whether you begin with a trial or want to begin a subscription with Clevertim, you will get your first 30 days free of charge. You can downgrade, upgrade, or cancel your plan at anytime.

Clevertim accepts the following currencies for the paid subscriptions: USD, EUR, GBP, CAD, and AUD. As of now, the company accepts Visa, American Express, and MasterCard only.

Basic

Price: $24 / month

  • Users: Up to 6
  • Storage: 5GB
  • Opportunities: 5,000
  • Contacts and Companies: 5,000
  • Cases: 5,000

Professional

Price: $49 / month

  • Users: Up to 15
  • Storage: 15GB
  • Opportunity: 20,000
  • Contacts and Companies: 20,000
  • Cases: 20,000

Premium

Price: $99 / month

  • Users: Up to 40
  • Storage: 30GB
  • Opportunities: 30,000
  • Contacts and Companies: 30,000
  • Cases: 30,000

There are also two additional plan types you can choose: Solo and Free. These are plans perfect for those who do not feel ready for a paid plan and don’t need extra users, but do need more power in their CRM.

Solo

Price: $10 / month (users in the EU will be charged VAT)

  • Users: 1 Only
  • Storage: 5GB Storage
  • Contacts: 5,000
  • Opportunities: 5,000

Free

Price: Free

  • Users: 2 Only
  • No Files
  • Contacts: 250
  • Cases: 250
  • Opportunities: 10
  • Free to use forever

Add-On Users

If you need more than the 40 users you get in the Premium Plan, you can add on users in batches of 10 — at $2 per user / month, that’s $20 per 10 extra users a month.

Free Trial

Yes, Clevertim CRM offers a free 30 day trial for all of their plans. You do not need to give credit card information at any time and it takes only 30 seconds to sign up. If you choose to continue using Clevertim CRM, you can upgrade or downgrade any time once you free trial is up.

Free Trial: https://www.clevertim.com/en/

Free Demo

You can take a look at a free demo on Clevertim’s main webpage: https://www.clevertim.com/en/.

Customer Support / Training

  • Basic Training in as little as 15 minutes
  • Fast, intuitive training
  • Support during business hours

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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.

Image result for support

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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Salesnet CRM: Review

What is Salesnet?

Founded in 1997, Salesnet CRM is a U.S.-based customer relationship management software with a focus in sales and marketing automation for businesses of nearly any size. With Sales Force Automation, a full CRM, and a Marketing Automation tool, this software has what most businesses need with regards to a CRM software and the added extras of sales and marketing automation features.

Intended Users

This CRM delivers on-demand tools that will allow salespersons and managers to close more sales and improve the value of customer interactions. This software is ideal for salespeople, marketers, managers, customer service companies, and a range of other industries to take control over the sales process and use reliable analytics and communication to gain a greater insight into one’s pipeline, performance trends, and forecasting.

Deployment

  • Cloud, SaaS, Web
  • Supported Operating Systems:
    • Windows XP, Vista, 7, 8, 10
    • Web Browser (OS agnostic)
  • Mobile App

Mobile

  • Native App
  • Android
  • iOS

Features at a Glance

  • Campaign Management
  • Contact Management
  • Document Management
  • Interaction Tracking
  • Email Marketing
  • Landing Pages / Web Forms
  • Lead Scoring
  • Lead Management
  • List Management
  • Project Management
  • Product Catalog
  • Referral Tracking
  • Quotes / Proposals
  • Territory Management

Data Security

Salesnet uses SSL Encryption to ensure privacy and security of your data. Access to company data is tightly controlled via a multi-tenant architecture, source IP restriction options, and additional data and application isolation options for companies with specific industry requirements. Role-based security is also included in order to maintain control and define access to teams and individual users.

  • User and Data Configuration
  • Multi-Tenant, Keyed Data Architecture
  • Isolation Options
  • Session Timeout and Tracking
  • Facility and Personnel Security
  • Compliance

Features

Salesnet CRM offers a high level of configuration and customization to make sure that the software will meet the unique requirements of any given company. This CRM relies on pipelines, dashboards, forecast, reports, and customer management tools to make sure team members and administrators have access to the most up-to-date information and accurate data.

The Marketing Automation Tool is designed for marketing departments in particular and companies that are in this industry can market on multiple channels more effectively as well as automate repetitive tasks.

Users can manage, identify, engage, and track lead sources while managing their campaigns with a variety of tools such as:

  • Document libraries
  • Email marketing
  • Reporting capabilities

Salesnet Process Builder is a patented workflow engine that will adapt an organization’s standard operating procedure with regards to doing business, regardless of industry type or sales methodology. This program also gives users an advanced customization resource which includes: XML Web Services APIS and a flexible infrastructure.

Sales

Sales Force Automation lies at the core of Salesnet CRM. This product has tools that will turn leads into opportunities and opportunities into new customers. The CRM tools will then help you retain your customers and communicate with them. Collaboration, pipelines, dashboards, and forecasting are included.

  • Leads

Leads are the place that capture and nurture your leads before they become opportunities. Regardless of whether a lead filled out a form on your website or you met someone at a trade show, this is the area where you will put your prospects.

  • Opportunities

Opportunities is where you will track all of the information that you will need to know about active deals such as: stage of sales cycle, when it is expected to close, and how much it is worth.

  • Contacts

Contacts will help you keep tabs on your customer and even potential customers. “Contacts” will be people that will be associated to “Accounts.” You can easily create, locate, or edit contacts at any time and receive details in a click, by using filter, or by sorting.

  • Accounts

Accounts keeps the information about businesses that you deal with up-to-date. Associate Contact to Accounts and easily cross-reference all projects. Admins and teams can stay on top of orders, have information needed to keep customers happy, and can address potential issues.

  • Dashboards

This software comes with Dashboards in order to visually represent the key data that is being managed. You will get dozens of pre-built dashes and a wizard-driven solution to build custom dashboards. Salesnet also allows you to drill down in real time into details of every dash. You don’t need to pass along documents between your managers and salespersons — your whole team (with the proper permissions) can see the same data.

  • Reports

This software has many out-of-the-box forecast reports that can be used as-is, or modified, to meet your company needs.

Marketing

Marketing Automation is when technology and software platforms that are designed for marketing departments make things more effective for users and automate repetitive tasks. With this product, you can manage campaigns, utilize email marketing, document library, and gain unlimited reporting capability to support your sales plan.

  • Email Marketing

Salesnet CRM offers a powerful email marketing platform. You can design, draft, deliver, and track all email communications with your contacts. You can send 1 email or 1,000 emails.

  • Mobile CRM

You know how critical accessibility is in business. Salesnet can become a very successful CRM for your department or company if you use it — Salesnet delivers desktop, mobile browser, and mobile app solutions.

  • Document Library

Store unlimited numbers of easily-shared files, documents, and more with co-workers, teams, managers, and customers — all from the CRM.

  • Microsoft Office Integration

Microsoft Office is something most of us use on a day-to-day basis. Word, Outlook, Excel — these are program that are key to most companies operations. This software has an easy-to-implement add-on for Office integration with Salesnet CRM in order to use the functions such as running reports, synchronizing emails, and producing merge documents.

  • Campaign Management

To generate leads, you have to spend some money. The CRM software will help you track lead sources and help to determine the success of each of your marketing campaigns. This is a great tool for marketing managers and execs — being able to measure the effectiveness of your campaign can mean the difference between wasting money and investing in a great ROI (return on investment).

  • Social Media Integration

Social media communication and availability is more important than ever — keep in touch with customers and clients and know: where they are, what they are sharing, what they are doing, what they are saying, and what they are seeking.

Configuration and Customization

Salesnet CRM is very configurable — being able to customize it to your company or department is important. This customization includes everything from your reports, API, to adopting your department/company’s nomenclature.

Smart Forms, Salesnet Process Builder, and XML Web Services APIs are just a few examples. Take a look below to see the integrations, configurations, and customization options you have.

  • Process Builder with Smart Forms

Process Builder is a patented workflow engine and is completely adaptable to your organization’s way of doing business. It doesn’t matter what sales methodology you follow or what your industry is. You can create unlimited processes and give users access to only the ones they actually need. Inside of the Process Builder is something called Smart Forms — these are custom screens used to collect data at any step inside of the sales process.

  • Configurable Nomenclature

Salesnet allows you to customize the application of the CRM to reflect your business. You can use your own terminology, store data in fields that you create, and display your company logo. You can configure without using code, so you don’t need any technical background to do it.

  • Data Import

The CRM offers a built-in functionality to import data into the Customer Relationship Management software including: leads, accounts, opportunities, and contacts. Data from any source can be imported. You can assign incoming records or distribute them automatically. Duplicate checking is already built in.

  • XML Web Services API

Web Services API allows you to integrate your CRM data with other databases, applications, or websites. The fully functional code samples are available in a variety of different programming languages and are free.

  • Configurable HTML for Web Forms

With this tool, you can capture leads from your website and the application will route it automatically to your team/co-workers. This is also known as external data capture — and Salesnet CRM uses intelligence to route leads from any corporate intranet site, call center, or website into the application and then to your team. You can report on campaign effectiveness and get rid of tedious data entry.

  • Integration Links

Salesnet allows you to quickly input/import and export data into the CRM as well as integrate with other applications via URL parameters to perform a specific action. Some uses of integration links includes: passing deal information to billing systems or receiving specific product inventory levels from ERP systems.

Training and Support

  • On-Site training with Salesnet professional
  • Online Webinar training with Salesnet professional
  • Pre-Recorded training sessions (on-demand)
  • Help Center
  • Searchable FAQs
  • Documentation
  • Webinars
  • In Person Training
  • Live Online Training
  • Online Support
  • Support During Business Hours (Phone, Email)

Contact

Form: https://www.salesnet.com/contact/

Phone: 1-866-732-8632

Plans and Pricing

There are three plans you can choose from depending on your needs: Express, Professional, and Enterprise.

Salesnet CRM Express (also simply called Salesnet CRM)

Price: Must call for a quote

  • Configurable Nomenclature
  • Contacts and Accounts Management
  • Custom Fields
  • Data Import Wizard
  • Dashboards and Reports
  • Email Marketing Platform
  • Help Desk
  • Leads and Opportunity Management
  • Mobile CRM
  • Process Builder with Smart Forms
  • Real-Time Pipeline and Accurate Forecasting

Salesnet CRM Professional

Price: Must call for a quote

  • Enhanced Email Marketing Platform
  • Microsoft Office Add-Ins (Outlook, Excel, and Word)
  • Web Services API
  • Configurable HTML for Web Forms
  • Integration Links
  • Help Desk Phone Support
  • Configurable Nomenclature
  • Contacts and Accounts Management
  • Custom Fields
  • Data Import Wizard
  • Dashboards and Reports
  • Email Marketing Platform
  • Help Desk
  • Leads and Opportunity Management
  • Mobile CRM
  • Process Builder with Smart Forms
  • Real-Time Pipeline and Accurate Forecasting

Salesnet CRM Enterprise

Price: Must call for a quote

  • Configurable Nomenclature
  • Contacts and Accounts Management
  • Custom Fields
  • Data Import Wizard
  • Dashboards and Reports
  • Email Marketing Platform
  • Help Desk
  • Leads and Opportunity Management
  • Mobile CRM
  • Process Builder with Smart Forms
  • Real-Time Pipeline and Accurate Forecasting
  • Enhanced Email Marketing Platform
  • Microsoft Office Add-Ins (Outlook, Excel, and Word)
  • Web Services API
  • Configurable HTML for Web Forms
  • Integration Links
  • Help Desk Phone Support

Options:

  • Hosted Applications
  • Dedicated Support
  • Custom Functionality
  • Enhanced Security Options, including Data Isolation

Professional Services

 

Free Trial

Salesforce offers a free trial of their CRM software for 30 days. You will receive all features, all benefits, and support without restrictions.

Free Trial Link: https://www.salesnet.com/free-trial-demonstration/

Highrise CRM and Contact Management: Review

Highrise CRM maintains a focus on helping you to manage three key areas of your business: Contacts, Tasks, and Communications. This CRM allows you to share contacts with your team, maintain your contacts and your relationship with them, create tasks, set reminders, keep track of emails and notes, and other forms of correspondence.

Intended Users

Highrise has a plan for just about any business. With a free plan, solo plan, basic, plus, and premium, whether you are a power user, small group, or anything in between, there will be a plan that is perfect for you.

This software is intended for use as a CRM and Contact Management system — with collaboration features, team management, contact management, and a “just-right” amount of tools and features, this software does not have unnecessary features or too little — like Goldilocks finding a bed — it is just right.

Deployment

  • Cloud, Web
  • Mobile

Mobile

  • Highrise App (iOS and Android)

Features

There are a great array of feature offered by Highrise that makes managing contacts easy.

Collaboration

You can share everything or exactly what you choose with Highrise. Track contacts and communication so that your team members can view the status of any relationship or deal. You can make notes on a meeting, share emails during negotiations, share tasks related to a contact or project, and more. You can also mark information as “private” to yourself or select team members so you control what is shared and to whom.

  • Share address books
  • Store important emails
  • Attach documents and files
  • Control who sees what with Easy Privacy settings

Track Tasks and Set Reminders

Your new business pipeline will be clear — by creating tasks to follow up with leads and check in on your customers, you can do a lot for your pipeline with these tools. View tasks by contact, company, or project, and add reminders to your tasks so you never forget to send an email.

  • Keep track of important tasks
  • Get reminders via SMS or email
  • Assign tasks to team members

Manage Communication

Share and track your contacts and emails in Highrise. You can easily import contacts from Gmail, Outlook, Excel, and from other softwares. This allows you to reply to important emails immediately and with the right information — all from one central software.

  • Send emails to contacts
  • Import contacts via CSV
  • Connect 3rd party tools such as MailChimp

Workflow

  • Track new business deals
  • Add files to deals and projects
  • Attach emails to deals, contacts, projects
  • Add tasks to people, projects, or companies
  • Reply to important emails
  • Add comments and notes
  • Shared contacts and companies
  • Custom data fields for people and companies
  • Search and filter all your contacts
  • Tag contacts for easy organization
  • Simple data import and export
  • Integration with many 3rd party tools via API

Highrise Extras

The extras offered by Highrise offer you: Apps, Accounting, Support, Data Sync / Migration, Email Marketing, Form Collection, Mobile, Live Chat, Pipeline Management, Productivity / Reporting, Proposal & Quote Management, and Sales & Marketing.

Plans & Pricing

There are five plans you can choose from Highrise: Free (seen in the next section), a Solo Plan, the Premium Plan, Plus Plan, and the Basic Plan.

Solo Plan

Price: $29 / month

  • 1 User
  • Storage: 5 GB File Storage
  • Deals: Unlimited
  • Contacts: 20,000

Solo Plan: https://hello.highrisehq.com/signup/solo/new

Basic

Price: $24 / month

(Intended for small groups)

  • Up to 6 users
  • 5,000 Contacts
  • 10 Deals
  • 5 GB Storage
  • No per-user fees

Plus

Price: $49 / month

(Intended for intermediate user needs — the most popular plan at Highrise)

  • Up to 15 users
  • 20,000 Contacts
  • Unlimited Deals
  • 15 GB Storage
  • No per-user fees

Premium

Price: $99 / month

(Intended for power users)

  • Up to 40 users
  • 30,000 Contacts
  • Unlimited Deals
  • 30 GB Storage
  • No per-user fees

All plans features safe and secure features — password protected with safe cloud-management.

Free Plan

Highrise also offers a free plan — you can use the free plan as long as you would like. You can also upgrade to a paying plan later on if you require more cases, file uploading capabilities, more contacts, and so forth.

  • 2 Users
  • No Files
  • Contacts: 250

Free Plan: https://hello.highrisehq.com/signup/free/new

Extras

And don’t forget the extras that you can add to your plan that we went over in the Features section.

Check out the full list of Highrise’s extras here: https://highrisehq.com/extras/

Free Trial

You can quickly and easily sign up for a 30-day Free Trial of Highrise. All you do is pick a plan and sign up in 60 seconds. You can upgrade, downgrade, or cancel at any time.

Free Trial: https://highrisehq.com/pricing/

Contact Information

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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.

Image result for cloud backup

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.

Image result for uptime

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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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

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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