Alternatives to BuddyCRM
Compare BuddyCRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to BuddyCRM in 2026. Compare features, ratings, user reviews, pricing, and more from BuddyCRM competitors and alternatives in order to make an informed decision for your business.
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1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. -
2
SalesTarget.ai
SalesTarget LLC
SalesTarget.ai is the all-in-one sales game-changer that helps you discover, engage, and close more deals—faster. With Lead Explorer, you get instant access to 50M+ verified B2B leads across industries, complete with advanced filters to zero in on your perfect prospects. Our powerful Cold Email Outreach module lets you connect unlimited email accounts, automate outreach at scale, and maintain top deliverability. Plus, our built-in AI-powered CRM is designed so your entire sales flow—leads, emails, pipelines, tasks, and follow-ups—works seamlessly in one place. The latest innovation is Co-pilot, your AI sidekick that generates lead lists, writes sequences, and even schedules campaigns for you—so you can focus on closing, not managing tools. Whether you’re a start-up, sales team, or agency, SalesTarget.ai gives you everything you need to supercharge growth in one powerful platform. -
3
SalesNOW
Interchange Solutions
SalesNOW CRM is your all-in-one solution to streamline sales and customer management. Track contacts, leads, deals, and performance with ease, all while staying connected via mobile or web. Create beautiful proposals and complex quotes to impress clients and win more business. Unlike other platforms, SalesNOW is committed to ensuring your success. Our Business Analysts help tailor the CRM to your business needs, while Account Managers train your team to maximize every feature. The result? A CRM that works for you, not the other way around. Empower your team, boost productivity, and achieve lasting results with SalesNOW CRM—the platform built for your success.Starting Price: $24.95/month/user -
4
Keap
Keap
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).Starting Price: $40 per month -
5
eRep
Revalize
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!Starting Price: $75/user/month -
6
Constant Contact Lead Gen & CRM
Constant Contact
At Constant Contact, we deliver for small businesses with powerful tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM (formerly SharpSpring) is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. Our tools are designed to help you attract the right leads, nurture them with personalized content, and grow your business with better conversion. Attract - Get hot leads faster with email & social marketing, plus retargeting ads. Score leads automatically based on their activity and seamlessly pass them to sales. Nurture - Deliver the right message to the right people, at the right time. With a flexible centralized CRM and infinitely customizable automations, tasks like nurturing leads and sales follow-ups are easier than ever. Grow - Manage more effectively with insights and real-time analytics that connect marketing spend to sales results, pipeline, and revenue.Starting Price: $199 per month -
7
Tall Emu CRM
Tall Emu
At Tall Emu we understand how business owners & managers find it difficult to stay organised, be across all that’s happening with customers, following-up leads, knowing the status of projects and what staff have been doing…that’s why we created Tall Emu CRM software which is a REAL alternative to an expensive ERP. Best in class Inventory management features of an expensive ERP system that also empower your sales team to real-time quote at lightning speed to close more sales. Managing your sales pipeline is critical if you want to stay on top of leads and actively nurture them into customers. Easy to use, and powerful. Create professional quotes with our simple online quote builder. Add groups, images, links, videos and subtotals – send to customers by SMS or email so they can view online. View customers, leads opportunities and projects on a map. Visualize your sales territory to find your best opportunities instantly. Filter opportunities based on location and your schedule.Starting Price: $65 AUD per user per month -
8
workXmate
workXmate
Affordable CRM for B2B Sales Teams of all sizes. Maximise Sales Pipeline: Quickly identify key Opportunities & Risks & plan Activities to close more Opportunitieswith workXmate CRM. 360° Sales Data on Fingertips: Track Leads, Accounts, Contacts, Opportunities, Activities, Invoices, Quotes & Payments. Built-in Tally Integration. Error Free Transactions Visible to Customers: Seamlessly convert Qualified Leads to Opportunities and Quotes to Invoices with the CRM. Complete sales force automation on the Cloud available on Demand as SaaS: Provide Tools to your Sales Force to make smarter business decisions and close more deals faster. Segment your Customers to Maximise Returns: Use CRM software to segment customers using industry best practices and focus upon reaching out to your most profitable segments.Starting Price: $5 per user per month -
9
OnePageCRM
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chatStarting Price: $9.95 per user/month -
10
Sales Simplify
Sales Simplify
Sales Simplify is an app that saves salespeople up to 3 hours per day by drastically reducing the amount of work they have to fill out. It's already been used in the USA and India, and it's time to expand it worldwide. Convert your new leads into junk and deal with just a click! Maintain notes, logs, activity, emails with a complete 360-degree overview. With the help of Sales Simplify you can easy to Organize Leads, Contacts, Activities, track, schedule, and manage various tasks all in a single place and get in-depth reports to make a more accurate decision that increases your conversion Easy drag and drop sales pipeline that avoids long processes and increases your deal velocity, sales, & growth.Starting Price: $19/month/user -
11
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
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TeamGram
TeamGram
The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.Starting Price: $12 per user per month -
13
Telecrm
Telecrm
Telecrm: The CRM Built for Telecalling Teams Telecrm is a simple, powerful CRM designed to make telecalling and sales management easier for teams. With built-in integrations for phone calls, WhatsApp, SMS, and email, it brings all your communication channels into one platform, saving time and boosting efficiency. Why Choose Telecrm? 1. Boost Productivity: Automate repetitive tasks to let your team focus on what matters most—closing deals. 2. Improve Conversion Rates: Automated reminders and timely follow-ups mean more leads turn into customers. 3. Actionable Insights: Get real-time reports to track sales progress and optimize your strategy. Perfect for sales teams in industries like real estate, healthcare, and education, Telecrm is designed to simplify the sales process and help you close more deals faster.Starting Price: $19 per month -
14
Sales Accelerator
VoltusFreight
Increase your revenue by managing enquires systematically. Know what and where your sales team activities are and track tasks easily. Track bottlenecks and increase operational efficiency. Create Jobs, related task, allot task to teams or individuals. Keep your books updated. Track income, expense, payment, account receivables, and account payables. Always be credit ready. Increase your business with VoltusFreight Freight Finance. Empower your customers to share enquire, receive quotes, chat, negotiate, finalize quotes, share PO, and track shipment. Always keep in touch with your partner agents. Send quotation request, receive rates, chat, negotiate, and finalize status.Increase your digital web and platform presence. Gain Visibility in private directories of customers and generate more leads. Digitize your Freight Business through custom-built freight forwarder apps to solve all your business automation needs.Starting Price: $2.00 per month, per user -
15
Symphony
Integra Touch
The Symphony billing system gives you the power to introduce new products or applications quickly & easily, within your existing business systems. Integrate only the modules you need, or implement the full end-to-end solution and let our customizable, scalable solution grow with you. The real-time data transaction management and mediation provided by Symphony gives you visibility into your customers’ accounts—and the ability to more profitably manage those relationships. Transform the way you get from quote to cash. Win more business and get an edge on the competition with tools and insight that help you move swiftly from quote to cash. Specify products and generate customized quotes. Customer approval triggers workflow based on products ordered. Issue final quotes with auto-generated cover letter & product brochures. Access robust reporting on quotes issued/ordered by region/agent. End-to-end business process automation & management. -
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CompanyHub CRM
CompanyHub
CompanyHub is a cutting-edge customer relationship management (CRM) software with Sales Bots that helps manage leads and sales pipeline activities. Incorporating email scheduling, tracking, and reporting technologies, CompanyHub delivers a smart CRM solution for sales team through a single and centralized platform. Fully customizable and easy to use, CompanyHub helps you build strong relations and win more deals by nurturing leads, sending reminders to clients, automating alerts for the sales team, creating follow-up tasks for contacts, and so much more.Starting Price: $32.00/month/user -
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JAVLN
JAVLN
JAVLN intelligent insurance software. Innovative technology to transform your business. The complete insurance solution. Policy Lifecycle. Powerful administrative hub including end to end full policy management, document and claims management. Automation. Automated personalized quotes, renewals, payment reminders with SMS/Email & CRM capabilities. Time Savings. Reduction in repetitive data entry, with allocated workflows and task management for increased productivity. Client Portal. Allow 24/7 online access for clients to their account, claims and policy information improving the customer experience. Real Time Data. Quality data insights, integrated insurance accounting and receipting. Quote Online. Provides clients and prospects the ability to quote, compare and buy insurance online 24/7. Multi Insurer. Multi-insurer quote and bind capabilities producing comparison documents for customer consideration. SaaS Solution. Cloud hosted software that can be accessed anytime -
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Pepper Cloud
Pepper Cloud
Pepper Cloud is an AI-powered sales CRM built for small and medium-sized businesses to manage leads, automate workflows, and close deals faster. It integrates with WhatsApp, Facebook, Instagram, Telegram, email, and web chat, allowing teams to handle all customer conversations from a single unified inbox. The platform offers customizable sales pipelines, real-time deal tracking, and accurate revenue forecasting. Workflow automation simplifies lead assignment, follow-ups, reminders, and task creation, reducing manual effort. Pepper Cloud also integrates with tools like Mailchimp, MailerLite, Xero, Zoom, and Google Workspace. Powered by AssistAI, Pepper Cloud uses generative AI to auto-capture leads, summarize conversations, automate chat flows, and prioritize tasks. Its no-code AI chatbot provides 24/7 support and smoothly escalates complex queries to human agents. -
19
Axonaut
Axonaut
Axonaut is the all-in-one tool that delivers the unbeatable combination of power, efficiency and simplicity, all at a price that won’t break the bank. Running a small business is hard enough. You deserve a CRM that makes it easier. Manage all your contacts in one convenient place. Make customer relationships easier and more productive. Generate branded quotes and invoices. Convert quotes to invoices with one click. Manage revenues, expenses and cash flow. Monitor bank transactions and account balances. Get detailed statistics. Automate accounting tasks. Customize your export process and formats. Manage company-specific accounting codes. Create and manage email and text message marketing campaigns. Group and segment mailing lists with multi-criteria for a more targeted approach. Manage your team and associated costs with the Staff Registry.Starting Price: $29.99/month/user -
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BlinQ
BlinQ Software
BlinQ Software is a perfect tool for creating on-site accurate quotations for window furnishing. Create your quote in few minutes not in few hours. Leads & CustomersAttract, Retain and Manage More Customers & Leads. Grow your company into a customer-focused organization. Manage leads. Manage customers. Manage job locations. Search leads, customers & job locations. Staff & Appointments. Schedule appointments directly into Google Calendars and assign a preferred staff for the job. Manage unlimited staff. Manage unlimited calendars. Track by lead created. Assign a job for staff. Quotes & JobsDo better quotes, send your quotes instantly and give your customers the flexibility to click and accept your quote. Create quote on site. Email quote to customer. Quote status - Pending or Approved. Convert confirmed quotes into jobs. Invoices & Payments. Suppliers & PO's.Starting Price: $150 per month -
21
FlyEasy
Tuvoli
Source aircraft easily, automate your marketing efforts, nurture your customers with targeted inventory, and quickly close trips with leading air charter software. Live empty leg flights, available aircraft, instant estimates. Send a quote request and receive quotes straight to your inbox from air charter operators worldwide with available charter aircraft. Treat each client uniquely by sending only the empty leg flights that they requested. Tools on your website provide an easy place for your customers to request trips, aircraft preferences, and opt-in to your automated email campaigns. Engage, convert, and nurture your website visitors. Stay on top of your business by quickly capturing and closing opportunities. Send professional mobile-friendly quotes to your customers that are DocuSign ready and come preloaded with your charter terms and conditions. With trip leads streamed directly to your sales dashboard, quickly respond to your customers with one click from your email address. -
22
Voiie
Voiie
We provide a complete management system with tasks, appointments, sms, email and payment processing to manage your contacts. Non-Profit Memebrship and Membership based Business can see the beneift of recurring contact and charges Quickly organize, manage and track all aspects of your contacts or customers. Intake forms, website forms, quotes management, invoicing, policy and sales tracking, Payments processing using ACH and Credit/Debit Cards, Appointment Reminders Using Sms and Emails. Contact Types Organize contacts, by type and Add Custom Contact Lists and mass email or SMS the list.Starting Price: $9.99/month/user -
23
Bidrik
Bidrik
Create client quotes, sales proposals, product sheets, and folders with our flexible templates, or upload your existing sales materials and combine them freely. You can set up your business profile with just a few clicks. The sales documents on the account will be adjusted to these settings. Bidrik will be your sales hub, where you create and store everything you send to your customers. It will help you close your deals fast. Send sales quotes and proposals online, directly to the customer. See when they are opened, how much is read, and for how long. Set up automatic reminders. Bidrik works as your automated digital sales assistant, and processes your customers’ orders without having to spend much time or thought on the matter. With a clear dashboard and real-time stats, you're making progress. Do not lose business, get alerts when quotes and contracts are about to expire.Starting Price: $23 per month -
24
Onpipeline
Onpipeline Technology
Your sales team needs a better CRM! Onpipeline™ is a great CRM that allows your sales reps to easily manage sales, contacts and activities. They can integrate emails and calendars, automate recurring tasks, get Leads from web forms or API, and much more. Lead and Deal management software with a simple interface that really helps salespeople! Easy to use and fully customizable to fit your business needs. Marketing automations allow you to save time on recurring tasks. All accounts with unlimited storage, contacts and users. Immediate access. You can get started in 2 minutes or less. You can add new contacts and deals from emails, web forms and our API. Also, you can activate and track 3rd party sources and control their access at anytime. Drag and drop your deals into the next stage! You can set up Onpipeline to work with one or more customizable pipelines and optionally assign them to a Team. -
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Clarity Software
Clarity Software
Tired of investing in quoting software that doesn’t grow with your business? It’s time to work smarter with Clarity Software. Get consistency, visibility and profit assurance from day one. Your invoices are automatically generated from the confirmed quotes you send to your customers. So you can be confident that every invoice contains all the correct information and is on brand with our custom invoice templates. Save time chasing payments. Build complex quotes in seconds and track through the job completion. No more guestimating and get real-time pricing with price lists. Price list allows you to have multiple lists that differentiate between products from alternate suppliers and those you produce yourselves. Manage your bill of materials and analyse your costing vs profits. Easily manage and track all of your customer activity from a lead through to invoiced sale. Analyse your data to find where you are winning and losing business with accurate data. -
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Amphis Customer
Amphis Software
Our CRM and Contacts Management Software makes it easy to manage Contacts and create Appointments, Customer Notes, Customer Letters, Quotes, Estimates, Invoices, Tasks, Statements and Job Sheets. Reminders eg Callback Reminders can be created to keep you organized including a Today view showing what is planned for today for each person. Appointments, Jobs and Tasks can be assigned to one or more people. The Appointments View shows Appointments for a given month and can show Appointments for a specific person or for everyone. Mail Merge and Email Marketing are supported as well as VoIP and sending SMS Messages. Amphis Customer can integrate with Outlook for easy handling of customer Email, Tasks and Appointments. Quotes and Invoices can be free-text paragraphs with a price for each or they can be created by selecting items from a Parts database of items that you sell. -
27
Locale.ai
Locale.ai
Replicate the star rep's playbook throughout the company and close more business. Customize the agents based on your team's exact workflows. Fills CRM properties, creates deals, and updates info in real time based on pre-set rules. Researches companies and prospects to help you target and qualify leads better. Sends timely follow-ups to prospects and updates deal stages automatically in the CRM. Creates and sends personalized outreach based on in-depth company and prospect research. Automatically assigns leads to the right sales reps based on location, time, product specialization, etc. Creating a new pipeline to close more deals by automating CRM tasks. Engaging only with high-potential leads through detailed research and automated scoring. Automating personalized follow-ups for greater SDR productivity. Automatic meeting creation and rescheduling based on time zones. Ensuring timely follow-ups with automated emails until closure. -
28
Radius
Radius Bob
CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.Starting Price: $34 per month -
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CRMPlus
DailyMails
Sales CRM to enhance productivity and processes visibility for sales teams. Best CRM| Bulit for Sales People. Sales CRM to enhance pipeline & funnel visibility for sales teams. Our Valued Services What we Offer 360 o Customer View Access & identify customer profiles & touchpoints (website, product, interactions) from a single screen. Lead Scoring. Know which sales lead is hot and who’s not, using lead scores. Prioritize follow-ups with data-backed insights. Auto lead assignment Let the sales CRM automatically assign leads to handpicked salespeople on your team. Tasks, notes and files Add tasks with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files. Sales Pipeline With a single sweep of the eye, locate the deals in each stage of your pipeline. Sort and filter deals to get a better view of your pipeline. One click to communicate No extra software/hardware costs. -
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Lead-IQ
Lead-IQ
Find out your leads IP address, geolocation (country, region, city and postal code), as well as organization of each one. Categorize your sources and locate more of them through intelligent lead tracking. Facebook “Lead Ads” integration. Instead of manually downloading all your leads from Facebook, Lead-IQ will automatically sync them to your e-mail account and to your Lead-IQ account, where you can manage the leads. Find out if and when your prospect has opened your e-mail using intelligent e-mail tracking and analytics. Update the status of your leads (e.g., not qualified, needs contact, needs quote, followed-up, quoted, awarded, spam, and so on) and track their progress. Manage your sales team efficiently with minimal effort (i.e., assign leads to your sales reps manually or automatically). Let your sales reps assign lead scoring and focus on the ones that matter most. -
31
Insureio
Insureio Technologies
Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.Starting Price: $25 per month -
32
Platformax
Platformax
Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.Starting Price: $9.99 per month -
33
OxyCRM
OxyCloud
OxyCRM is a UK-focused AI-powered customer relationship management system designed for businesses needing smarter lead handling, customer engagement, and sales forecasting. It enables lead capture across multiple channels, including web enquiries, landing pages, live chat, social media, referrals, events, and email, and integrates these in one central system. Using generative AI, it offers features such as intelligent lead scoring based on engagement, demographics, and intent; automated follow-ups, reminders, and email drip campaigns for nurturing leads; and dynamic sales forecasts. Sales teams can customize workflows, assign leads by region, product line, or team, share notes and documents in real time, and manage tasks like calls, emails, or meetings through a timeline on each lead. Interactive dashboards allow users to track pipeline value, conversion rates, team performance, and ROI by lead source. -
34
Money Advice + CRM
Money Advice
Managed and developed by experienced financial services professionals the software is the product of more than 20 years experience building software for the broker industry in Ireland. The application is designed to manage the end to end office requirements of big or small firms including marketing, sales, advice including full needs analysis, cash flow projections, compliance, comprehensive product library, pipeline and commissions management. Full Client Relationship Management is also included. Clients and policy details are updated and maintained from the following insurers; Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, Standard Life. Life Protection quotes also provided from all insurers. Money Advice +CRM provides all the software needs of brokers in one package. Provide advice through best price quotes on your web site and receive email notifications of all the enquiries generated. -
35
Leadscore
Interact.io Cloud Solutions
From early stage lead qualification to closing million-dollar deals - Leadscore is the perfect sales tool for your growing business. Don't let marketing intimidate you. Leadscore makes it simple to reach more of your customers with the perfect message every time. Customization is our specialty. Let Leadscore help you build the perfect CRM to fit your small business' constantly evolving needs. We use visual pipelines throughout Leadscore to create an intuitive and consistent user experience over the entire platform. With deals, lists, and even tasks presentable in a pipeline view you will always be working in a consistent manner on Leadscore. Craft personalized email campaigns to send over Leadscore. Stay informed with real-time notifications for email opens, link clicks, and even more.Starting Price: $8 per user per month -
36
Mothernode CRM
Mothernode
Mothernode is an all-in-one cloud-based CRM solution designed for small and mid-sized businesses across a variety of industry verticals. Mothernode CRM helps companies manage and automate their sales and marketing processes as well as establish a complete business platform to run their businesses on. From tracking and nurturing sales leads to creating quotes and invoices, Mothernode CRM offers a variety of solutions, available in different editions that meet your requirements and budget. Because Mothernode is an all-in-one CRM, it helps businesses save time and money by allowing all users to share information such as emails, documents, notes, tasks, calendars and more, across all departments, in real-time. Mothernode improves collaboration, increases productivity and reduces redundancy. Other efficient solutions include integrations with Outlook and Gmail, as well as iOS and Android devices.Starting Price: $24.99 per user per month -
37
Intrabench
Intrabench CRM
Small business CRM software to manage all your customer relations using your contacts and company knowledge. Intrabench CRM is a convenient software centre to manage your accounts, invoicing, sales and marketing. Intrabench CRM software also provides full email management capabilities including client tracking and bulk email. Intrabench CRM is a fast, secure and reliable way to organize contacts, drive sales, manage productivity and keep accounts - all from your personal user-interface - simple and intuitive CRM. Intrabench is designed with the business in mind, each feature is created to save time and enhance your productivity. Have a look at the features and see how some of these will benefit you, from searching for clients, call back reminders, opportunity tracking, quotes and invoicing to automatically chasing payments. Intrabench offers you the entire circle of operation that no other small business CRM system can offer. Try it and you'll see why so many people love it. -
38
kpi.com Sales
KPI Software
Sales. Our software serves exact needs of your sales reps, with own custom deal flow, pipeline stages and customer statuses. Assign tasks, log in calls and meetings. We offer the easiest way to get leads, qualify, convert opportunities and close deals. Marketing. Build your audience with our online marketing and customer engagement tools via mass emailing, SMS and chats. All messages could be automated and synchronized with your Google G-suite, Microsoft Office 365 and social media accounts. Support. All communications with your potential and existing customers across email, phone and live chat. Cases and tickets are tracked, prioritized and solved. Seamless workflow automation means no more stress for your customers and support reps. Hire digital marketer. Build creative brands and online customer base beating your competition. Search Engine Optimization. Our expert SEO services guarantee that your site is visible and ranks high on search engines.Starting Price: $10 per user, per month -
39
EBP CRM
ebp
Save precious time by retrieving the information you have collected in your CRM tool without any re-entry! Take advantage of third-party synchronization, add a quote to your sales management solution from the opportunity sheet of your customer management software, make the link between the status of opportunities and the status of quotes, etc. The General Data Protection Regulation (GDPR) aims to harmonize European legislation around data protection, taking into account technological developments. A good knowledge of your prospects and customers is essential to ensure follow-up and the development of your business. With your CRM software , save the whole commercial exchanges: e-mails, calls, letters. Follow the evolution of sales opportunities and create targeted marketing campaigns. -
40
Magaya CRM
Magaya
Put your customer data in the spotlight with Magaya CRM. Integrated with Magaya Supply Chain, this time-saving logistics CRM solution eliminates redundancies and fosters collaboration across sales and operations teams with greater visibility, streamlined processes, and built-in business intelligence. Designed for the unique customer and sales process management needs of freight forwarders, Magaya CRM empowers sales teams to be more efficient and sell more, provides sales management with visibility across the sales team’s efforts, and gives operational management a view of pipeline health. You can manage leads, contacts, and accounts, all in a single platform alongside related quotes, customer interactions, and more, eliminating silos and fostering effective collaboration and communication across teams. You can even grow your business through the marketing campaign management function. -
41
EchoQuote
LeadLifter
Why spend hours creating content offers that may not generate qualified leads? EchoQuote™ is simple to set up, works instantly and never goes stale. EchoQuote™ leads are more qualified and receptive to a sales call. Sellers can easily begin a sales conversation and start uncovering their needs. We would agree! EchoQuote™ never displays or sends pricing without your approval; you stay in total control. There are also numerous ways to restrict who can request a quote (block countries or email domains). Absolutely. Most of our clients are B2B and sell complex/custom products and services. EchoQuote™ is built to handle budgetary requests, not final pricing and is used to open the door to a sales conversation. Everyone, including your competition, has a Request a Quote/Contact Us form on their website but they rarely work. Visitors trust third party tools like EchoQuote™ resulting in more leads for your sales team.Starting Price: $25 per month -
42
Quoter
Quoter Software
Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.Starting Price: $99 per month -
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CloudQuote
CloudQuote
Cloud Quote is a cloud-based CPQ (Cost, Price, Quote) sales solution designed to streamline, personalize, and accelerate the quoting and sales process by enabling sales teams to quickly generate accurate, consistent, professional quotes and proposals with automated calculations, configurable templates, and real-time pricing updates, reducing manual effort and errors so reps can focus on selling and managers can oversee pipeline performance. It centralizes product, pricing, and rate data, pushes updates instantly to users, supports lead tracking and allocation with insights into lead sources and ROI, and offers dashboards for reporting on quotes, likelihood of closure, products quoted, and geographic performance while enabling features such as quote approvals, team assignments, and easy reassignment of quotes among reps. -
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Benchpoint
Benchpoint
Why pay other CRM softwares for 60-80% features you never use? Benchpoint offers you premium features at a much lower price because it is built specifically for startups and small businesses. The minimalistic design of the dashboard offers your sales team a clear visualization of all the deals being processed and makes sales pipeline management a breeze. Get critical insights of how the deal is flowing by efficient lead management and lead scoring. Check out the deals won and lost at the click of a button and stay on top of your sales process. Identify stagnant sales areas where the movement is slow and work on it ensuring that the sales pipeline is not clogged. Sync your Google or Microsoft account with Benchpoint and track all customer interactions from a single place. With options to integrate with marketing automation software like Mailchimp, launching email marketing campaigns and sending out bulk emails was never easier.Starting Price: $20 per month -
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PlanProphet
PlanProphet
PlanProphet is a customer relationship management and marketing automation engine tailored for the printing and graphics industry. Powered by Salesforce, it integrates seamlessly with your print estimating platform to provide lead management, data analytics, and comprehensive customer relationship management. PlanProphet automates customer-facing communications, such as quote follow-ups and post-sale check-ins, to boost productivity and enhance the customer experience. Its system optimizes the approval process by allowing users to send proofs to clients, monitor them live, and automatically send reminders. The platform also offers a mobile app, enabling users to access customer data, view and send quotes, and manage prospects in real time. PlanProphet's project management module, powered by Asana, helps track projects, streamline communication, and boost productivity effortlessly.Starting Price: $50 per month -
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Delta Sales CRM
Delta Sales CRM
Delta Sales CRM is a complete sales life cycle management software that helps you manage Leads, Customers, Invoices, Sales Activities all in a single platform. Keep your entire data safe in one place, and keep your leads organized. Proper attention and timely response would enhance customer relationships. Save time and effort spent in managing data, and automate repetitive tasks. With managed sales pipeline, reminders and notifications, double team communication. Track & have a better understanding about lead sources enhancing decision-making. Organized information, timely communication and follow-up would help in increasing sales. Save 20 hours per month by keeping all customers and leads data in one place.Starting Price: $7 per user per month -
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SutiCRM
SutiSoft
SutiCRM is a SaaS-based customer relationship management solution that streamlines your marketing and sales activities. Launch campaigns, manage leads, opportunities and forecasts while reaching your target audience. The centralized, easy to use, and mobile-friendly cloud CRM software provides insight into your company’s marketing and sales activities and helps you close deals more effectively. SutiCRM streamlines your range of marketing activities and helps you reach your targeted audience through effective campaigns, lead generation, targeted mass emails, and facilitating assignments to the right sales people. SutiCRM Sales Force Automation (SFA) automates business tasks from lead generation to sales forecasting. SutiCRM modules include lead, contact, opportunity, and territory management. These help you collaborate and be well integrated with your team helping you achieve your sales targets.Starting Price: $5.95 per month -
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SaleSqueze
SaleSqueze
Bring your showroom to your customer’s living room. Create an amazing buying experience for your bespoke products and increase sales by up to 486%. SaleSqueze helps you build an engaging customer experience for your products on your website and automates the selling of your bespoke products. Your sales team can leave the quoting to the system and focus on taking care of customers and closing deals. The buying journey has changed a lot and prospects that come in contact with you have already explored the market in detail through digital and made their decision. Give them an online experience to explore your products in detail and increase your chances to close the deal. SaleSqueze is the perfect sales-boosting system for businesses that offer or produce high-ticket, sophisticated, and highly customizable or bespoke products. Prospects use the system to self-generate a quote and submit a fully qualified inquiry that the sales team can follow-up and close. -
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Chatabox
Werkflo Software Solutions Pty Limited
Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly starting from $6 AUD dollars with seamless workflow and automation features to simplify the sales and lead management process. The software has an array of features include tracking and sharing contact emails, attachments, appointment, customer relationships, marketing, leads generation, storage, quotes and proposals, invoicing with customisable dashboards plus more. Access the right information at the right time from anywhere, whether you're at your desk or in the field. Rely on our proven efficient and intelligent platform designed to integrate and scale with your needs. Lower costs, reduce errors, and improve productivity with efficient processes that fit your requirements.Starting Price: $0 (free version) -
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Snapforce
SnapForce Technologies
Manage your sales pipeline effectively, with activity based selling. See which deals need outreach, have past due activities, and schedule new activities right from your pipeline view. The Deals module helps you track your leads/deals through the sales cycle. Filtered views can be created to display deals separated by probability, stage, expected close date range, amount, and more. Closed/Won sales can be tracked and displayed in a sales pipeline report. This report can be broken down by many factors, including sales rep and date range. Forecasts can be completed for the next month, quarter, or year by calculating previous sales, competition, and trends.Starting Price: $12 per user per month
