Track and store electronic documents with easy-to manage version control and access restrictions. Quickly index and archive documents. Generate Microsoft Word documents and other materials using custom templates. Easily view the history of all documents created. Automate the planning and tracking of all aspects of corporate events. Effortlessly send invitations using personal and public mailing lists. Maintain attendance lists; establish processes and assign and manage tasks. Generate and track personalized mass correspondence via print or e-mail.
Use call tracking, automatic escalation, automatic e-mail notifications, and assignment pools by expertise to effectively tackle customer needs. Track incidents and complaints to better serve customers and maximize customer retention. Track calls, assign pools, and receive set up notification workflow with Help Desk.
Generate reports for analysis.
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Easily store price, recurring revenue and other product or service information on the products and services your business provides. Keep up to date with graphical reports on most popular items.
Top Rated Small Business CRM Platform
Complete mobile capabilities for iOS and Android. Off line data provided within the mobile client for disconnected access. A lightweight offline browser client for offline desktop access. Store recurring revenue information with expiration date, length of contract and other details. Manage contact info, track leads, and never miss a follow-up. Pipeliner CRM. You can configure your sales process, define sales actions and activities that salespeople need to complete at each stage, then visually track and manage them.
Read more about Pipeliner CRM. Sales Pipeline Management — Ongoing sales process board All your deals in one place, sales pipeline for the active salesman. Manage opportunity owner and create a sales pipeline and forecast to track every opportunity. Read more about Insightly. Quip is a collaboration solution which allows teams to create and work on documents, spreadsheets, and task lists in real time with built-in chat and commenting.
Read more about Quip. Repsly makes it simple for field sales teams to start selling more product in less time. Read more about Repsly.
Brightpearl is a Retail Operations Platform. Tightly integrated to all of your sales channels, Brightpearl connects your sales orders, fulfillment, inventory management, accounting, reporting and planning, warehouse management, replenishment and more. Read more about Brightpearl. It is used by over 16, organizations worldwide. Central management of all orders and field data improves order-to-cash, decision making and customer satisfaction.
Performance tracking and analysis of reps, customers and products keep your team on target. Read more about Pepperi.
- Integrate your CRM with Apple Mail.
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Kixie is the fastest way to make more sales calls. Kixie PowerCall is a powerful sales dialer with local presence dialing, intelligent CRM integration, and enterprise phone service all in one. Read more about Kixie. Read more about Quoter. Sana Commerce. Sana Commerce gives your sales agents the ability to draft quotations and place orders directly online for your customers.
Best contact management software | TechRadar
This gives a true real-time overview. Read more about Sana Commerce. Rakuten Aquafadas. Read more about Rakuten Aquafadas. Dialpad Sell.
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You can also leave notes with any comments you have about the contact plus notify other members of your team of your actions. You can also automate and streamline your sales process by using Saved Actions to configure exactly when to call, email and follow-up with specific leads.
Reflect CRM Customer Database
Daylite is an amazing, easy on the eye customer and project CRM software designed specifically for Mac and iOS devices. Daylite can be scaled up for medium to large businesses or enterprises but is also an excellent starting point for small businesses too. Daylite puts the focus on project management , giving you a clear overview of patterns and stats across your ongoing projects. Since Daylite is aimed at Project Managers, it gives an amazingly in-depth and easy way of keeping tabs on multiple projects at once.
In particular, the Timeline view brings a Facebook style way of tracking project statuses, emails and meeting schedule in real time. Daylite also has a ton of features including shared calendars, tasks list and projects organizer. You can view a contacts details in the timeline and easily edit and manage contacts via the People tab in the left hand menu.
The Calendar provides a Google Calendar style overview of upcoming meetings and events which you can also edit and add-to from your iPad or iPhone. You can also create calendars to share with specific colleagues. Reminders can be also be forwarded to your iOS device from which you can also delegate tasks and projects, create smart lists and more. You can however work offline and then sync with the server later. As the name suggests, Really Simple Systems CRM keeps things straightforward but includes useful extras including automated email marketing and customer service module.
What we like about Really Simple Systems CRM is that you can start using it now for free to begin with and no credit card is required although the free version is limited to 2 users, company accounts and MB of storage. You can also try the Professional version free for 14 days which has no limits on the number of users or company accounts you can use it with.
Capsule handles contact management, emailing, activity tracking, lead management and more. Among the highlights are Mailchimp, Google Contacts, Zendesk and GSuite but there are many more ranging from invoicing and accounting apps to inventory management. Subscriptions are pay-as-you-go so you can cancel at any time without penalty.
You can start using a Capsule Professional plan now for free and try it for 30 days to see what you think.