Alternatives to CloudYogi CRM
Compare CloudYogi CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CloudYogi CRM in 2026. Compare features, ratings, user reviews, pricing, and more from CloudYogi CRM competitors and alternatives in order to make an informed decision for your business.
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1
isoTracker Quality Management
isoTracker Solutions Ltd
isoTracker Quality Management is a popular cloud-based quality management software (QMS) that is used by small to medium sized businesses on a worldwide basis. It helps to manage ISO 9001, ISO 13485, ISO 22000, ISO/IEC 17025, ISO 14001, ISO 45001, ISO/TS 16949, ISO 14971 systems...plus many other systems. It also conforms to the requirements of 21 CFR Part 11 and has been validated to it. It is a flexible and modular product with modules in document control, audit management, non-conformance management, customer complaints management, risk management, training management and CAPA management. It can be configured to meet an organization's specific needs and provides free training and free support. It has been independently judged to provide the best customer support in its category. -
2
Sidescale
Sidescale.com
The Entrepreneur's cloud platform for developers and teams. Deploy, manage, and scale cloud applications affordably on Sidescale. Sidescale makes managing infrastructure intuitive and simple. Businesses can have a reliable point of presence in San Francisco, California on a modern high performance cloud platform for low latency performance to customers you need. Developer and team-friendly platform makes it easy to collaborate and manage your resources. Some features include Teams, a full API, CLI, Unlimited Bandwidth, DDOS protection, and some of the lowest pricing on the internet makes this a perfect cloud for startups, small, and medium-sized companies who need high end features and a lower monthly bill. Reach out to our sales team if you require higher end support including provisioning and managing infrastructure, configuring software, monitoring & response, and scale planning. We are here to help make your business a success.Starting Price: $12.50 -
3
Maximizer CRM
Maximizer Software
Maximizer CRM Software comes fully loaded with features, for Powerful Client Management! Modules for Sales Management, Marketing Automation and Customer Service, as well as third-party integrations and mobile CRM are included in your monthly subscription. Maximizer is the only CRM available that offers both a Cloud CRM Solution, as well as a self-hosted, On-Premise CRM option. Decide which option is best for your needs. You owe it to yourself, and your customers, to discover just how easy Maximizer CRM is to use! Maximizer CRM Wealth Manager is an integrated customer relationship management solution ideal for organizations of all sizes. Maximizer CRM is deployable both in the cloud and on-premise. Maximizer CRM features include marketing automation, sales management, customer service and support, and business productivity tools. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Maximizer CRM's business intelligence tools feature customizable dashboards.Starting Price: $29.00/month/user -
4
GoodAccess
GoodAccess
GoodAccess is a cybersecurity platform (SASE/SSE) that empowers medium-sized enterprises to easily implement Zero Trust Architecture (ZTA) in their infrastructure, regardless of its complexity or scale. By leveraging a Low-Code/No-Code approach, GoodAccess delivers a hardware-free, rapid deployment solution within hours or days, allowing companies to enhance their security without the need for in-house IT experts. Our platform ensures seamless integration with modern SaaS/cloud applications as well as legacy systems, protecting critical assets for remote and hybrid workforces. GoodAccess serves businesses with 50-5000 employees across diverse industries, particularly those adopting multi-cloud and SaaS environments. Start your 14-day full-featured free trial.Starting Price: $7 per user/month -
5
Yogi
Yogi
Yogi’s AI platform interprets millions of reviews each day, delivering competitive and consumer analysis that delves beneath the surface, providing instant and always up-to-date access to consumer thoughts on every product, message, and feature in the market. Better products, positioning, and marketing. Informed by the people who love your products, and those who don’t. Unlock new levels of shopper understanding with Yogi, built for the consumer goods industry. Benefit from our unmatched sentiment analysis to delve deep into shopper perceptions of both your products and your competitors', uncovering the insights you need to succeed. Yogi adapts to your existing workflows, no matter your team's size, bandwidth, product stage, or industry vertical. Whether you're part of product, ecommerce, marketing, or merchandising, Yogi enables you to reach your goals with ease. Turn qualitative insights into data that lets you prioritize and quantify the voice of your customers. -
6
Momoyoga
Momoyoga
Whether you teach online or in person, let Momoyoga manage your bookings and payments so you can stay on the mat more. Affordable, easy to use and adapted to yoga. Momoyoga is always at your fingertips! You can create your class schedule online or in person and allow your yogis to book and pay for classes and workshops, all through our free app, web browser or integrated schedule. Receive payments at all times via credit card, bank transfer, cash and more. Let your yogis choose the method and separate your yoga classes from finances. Momoyoga relaxes your work and your mind. Momoyoga helps control your study performance. Export and download booking and payment records, and monitor classes and yogis over a given time. Have everything under control and boost your business. Maintain continuous communication with your community through automated personal emails.Starting Price: $10 per month -
7
RAPP
Lebesgue
Put data analysis at the core of your business. Find users' reasons for canceling subscriptions and churn, or measure key business metrics like AOV, customer lifetime value (LTV), Retention or Churn. Use advanced reports to understand the average time between orders, customer behavior for each cohort, lifetime value, and revenue for every product, variant, or subscription. RAPP is similar to Lifetimely, Blyp, BeProfit, Twik, TrueProfit, AdScale, Madgicx, Glew, and AdYogi. -
8
Zenamu
Zenamu
Online Booking System for Open classes, courses and workshops. For freelance instructors, yoga 🧘♀️, pilates 🤸 and dance studios 💃. Easy to set up and easy for customers to book. - A convenient way to handle your booking and registration processes - Make it easy for your clients to book and pay for classes on your class schedule page, complete with custom branding - Collect advance payments with Stripe; no more chasing customers for payment - Reliable, robust and flexible - Zenamu works to suit your needs. We've tailored Zenamu for professionals to guide you through your practice and enhance your presentations. Our mission is to be a practical tool for both yogis and dance instructors, whether you’re running a well-established studio or an individual teacher just starting your own business.Starting Price: $16/month/user -
9
weclapp
weclapp GmbH
weclapp lets teams intelligently control all their essential business processes on a single cloud ERP platform. Whether CRM, merchandise management, e-commerce integrations, sales and purchase, production or accounting software: We develop each module of the smart ERP software consistently based on the requirements of modern teamwork. As a result, all information regarding customers, projects, offers, invoices, items and orders can easily be managed together. The cloud-based CRM & ERP software covers all important business areas of different industries and combines them in a modern, user-friendly application. Due to the easy scaling, the solution is suitable for startups on a growth course as well as for small and medium-sized enterprises.Starting Price: €39 per month/user -
10
BPACRM365
BPA Solutions
Small and mid-sized businesses don’t have the resources for complex and expensive CRM software solutions. BPACRM365 is a modern app for CRM and project management to run in your secure and robust Office 365 cloud, leveraging technologies for instant discussions and video conferencing (Teams), collaboration (SharePoint), process automation, reporting, and more. No need to connect to a third-party system, users will love using their CRM app on any device (phone, tablet, PC), anywhere, with their favorite tools like Teams or SharePoint. Go a step further with BPACRM365 and provide an ultimate experience to your sales and service teams, and achieve more by exploring new technology areas. Unlike third-party CRM systems, BPACRM365 is built on the Microsoft tools used by your sales persons, maximizing user experience. Boost productivity by running the app on Microsoft Teams, take faster decisions with instant discussions and access CRM content while chatting. -
11
GRC Contact
GRC Contact
GRC Contact is an online CRM software dedicated to all VSEs and SMEs. Simplify your life with an "All in One" solution including CRM, quotes, invoicing, eMailing and personalized support. GRC Contact is a French company , specialized in BtoB with French servers and advisers. The company aims to be close to its customers, with “very responsive support” ( customer experience testimonial ). A single advisor customizes the software to suit the sector of activity and the needs of the clients. The GRC solution ensures security and confidentiality because it follows French legislation. The Cloud located in Paris saves all customer data which is secured by respecting confidentiality clauses and privacy. GRC Contact is the EASIEST commercial management software of CRM software. It is perfectly adapted to small and medium-sized companies, to help them in their various commercial actions.Starting Price: $28.72 per month -
12
Stingo CRM
Stingo
With STINGO you can efficiently manage new prospects, generate and log your leads, engage in records of fresh and previous leads along with automating the entire procedure in terms of ideation of leads into pipelines and ultimately, pacing towards the closure of smooth and decent deals/offers. Built-in IVR (Interactive Voice Response) Cloud Telephony within CRM refers to a system that integrates an IVR service directly into the CRM application, enabling businesses to automate and manage phone calls they make to customers. Its a SIM based cloud telephony solutions that moves your business phone system to the cloud. Designed in way to accustom the customers/clients, STINGO comes with automated complaint ticket system that rows your complaints which are fathomed along the way according to desired requirements. Furthermore, tracking and authentication of complaints are directed by SMS/ Email and formal upfronts creating buzzing customer retention service. -
13
Flowlu
Cloud22 LLC
A comprehensive, all-in-one solution for business management and team collaboration. Streamline your workflow and propel business growth to new heights. Experience seamless integration of powerful features: CRM: Effectively manage customer relationships through contact management, lead generation, and sales pipelines. Project & Task Management: Plan, organize, and monitor projects using intuitive tools like Kanban boards, Gantt charts, and real-time progress reports. Document Builder: Easily create professional quotes, invoices, proposals, and other essential documents. Financial Management: Keep track of revenue, expenses, and cash flow with insightful financial reports. Knowledge Base & Mind Maps: Build a centralized repository of company knowledge, FAQs, and training materials for easy access and reference. Client Portal: Offer clients secure access to project updates, invoices, documents, and communication channels for enhanced collaboration.Starting Price: $15 USD/mo -
14
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. -
15
Naylor AMS
Naylor Association Solutions
Integrate and manage your membership data with Naylor's cloud-based professional and enterprise-level association management software. Our powerful AMS and related services keep you focused on your mission. Our cloud-based association management software is suitable for small and medium-size associations. Flexible and easy to use, our AMS boasts membership management, application management, job boards, website management and dues management. Our free and low-cost integrations ensure that our platform grows with your association and your staff's tech preferences. Naylor Marketplace offers add-ons from best-in-class third-party software vendors that let you customize your AMS with the apps you already love or want to adopt to efficiently run your association. Build your ideal AMS suite using our menu of integrations. Best of all, Naylor's concierge implementation includes on-site configuration and training so your team can begin realizing the benefits of your AMS right away. -
16
Xanatek
Xanatek
An intuitive system based on the latest technology — bundled with unlimited training and support. Our mission is to ensure you get maximum value from your agency management system. We specialize in solutions for small and medium-sized agencies with a single focus on customer service. Xanatek was founded by Brent Sheppard—a former insurance agent—who realized there was an opportunity for agents to get more value out of their management systems. Brent saw an opportunity to create an easy-to-use management system and bundle it with support and training at a value-based price. His goal: give small and mid-sized agents the systems they need to run and grow their businesses while providing the right support to enable them to fully utilize the technology. Today, the company, which has been in business since 1995, helps independent agents better run their businesses with our advanced, cloud-based agency management system. Using our system, agency staff can access critical client data.Starting Price: $795.00/one-time -
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Zywave Client Cloud
Zywave
A lot of agencies say they offer superior customer service, but what additional resources and tools do you truly provide? Deliver a high-impact customer experience by using Zywave’s Client Cloud to offer your clients the centralized tools and content they need to solve their business’s unique pain points. Whether your clients need help with HR, compliance, employee training or another need, Zywave’s Client Cloud has the resources you need to deliver exceptional customer service year-round. Prove your worth as a trusted advisor by helping your clients navigate the complex world of compliance and risk management. Provide them access to tools and a content library to help them maintain compliance and avoid potential penalties. It is easier than ever for you to provide the training courses your clients and their employees need in an easy-to-use learning management system (LMS). -
18
Modlettes
Modlettes
Empowering businesses to easily create and share learning material your audience will love. Modlettes is an affordable learning management system (LMS) that helps you share engaging, accessible, and scalable learning material with your audience. Designed with small to medium-sized businesses in mind, our LMS solution is ideal for business owners, HR teams, and marketing managers to train their teams remotely, with less effort and cost. Empower your team and encourage self-initiative through remote access to create, share and edit learning materials. Cloud-based, learners can work when and where it suits them. Easily teach via the cloud to learners throughout New Zealand, Australasia, Polynesia, UK & USA. View the progress of your users, plus test their knowledge via quizzes. Facilitate access and engagement with mobile responsivity. Ensure everyone knows of and understands what is required of them in the workplace. Increase compliance with business policies and procedures.Starting Price: $29 per month -
19
Okout CRM
Solaripe General Trading
Okout is an extremely easy-to-use, versatile and feature-rich Business Suite that enables businesses to run efficiently. Okout is cloud-based and can be run on any device. With many diverse features including ERP, CRM, BPM, Van/Mobile Sales, POS, Self Storage, Document Management, Manufacturing, Rentals, Contracts, Dimensional Accounting and much more, Okout is suitable for different verticals including Retail, Trading, Distribution, Manufacturing, Real Estate, Hospitality, Construction, Service Industries, Maintenance and After Sales Service. Our IT & Business Consultancy Division delivers integrated professional services to clients pursuing increasing value and minimizing investment and operational risks. Our services suit small firms and institutions as well as large conglomerates.Starting Price: $17 per user per month -
20
Rubi CRM
Cmis-Uk
Rubi includes all of the tools required to effectively manage data for your Members, Customers, Contacts, Sales, Events, Training and Bookings. We also offer a wide range of integration options including Website, Outlook, Sage, QuickBooks, Xero, eCERT and Zoom services. We are CMIS-UK, an experienced UK based CRM provider and the creators of the outstanding Rubi CRM system. Since 2010, we have been working in partnership with businesses across the UK and globally to improve data management processes through high quality CRM Products, Services and Support. Rubi is a cloud-based Customer Relationship Manager (CRM) solution for companies that offer Membership, Training, Events and B2B services. Accessible via any device connected to the internet, Rubi is also packed with functionality to effectively manage data for Companies, Contacts, Membership Programmes, Events, Training Courses, Bookings and more!Starting Price: $15.00/month/user -
21
Chiefex
Chiefex Technologies Pvt Ltd
Chiefex is a cloud-based ERP platform designed to simplify business operations for growing companies. It combines sales automation, inventory management, purchase handling, customer communication, and accounting in a unified system. The platform offers real-time insights and supports integrations with third-party applications. Chiefex emphasizes ease of use with a simple interface and quick setup, making it accessible to users with varying technical skills. Its robust security features ensure that only authorized personnel can access sensitive business data. Overall, Chiefex empowers small and medium businesses to automate routine tasks and focus on growth.Starting Price: $35/month -
22
DocuSoft
DocuSoft
Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser! -
23
IMSXpress ISO 9001
IMSXpress
IMSXpress ISO 9001 is a document control and quality system management software. The IMSXpress client application can be installed directly on user computers, or on a Windows server and then be distributed to users by remote desktop services as a remote application. The database is an MS SQL database. It can be installed on any MS SQL Server 2014 or higher and be accessed by the IMSXpress application over any type of network. You can set up your own remote access, use our cloud-based data hosting service, or get the online subscription package. Fully automated training system with self-training, integrated document training, job descriptions, and more. Use for document, engineering, and process changes. Make fillable PDF form templates, fill the forms with data, and create records. Use for scheduling and administrating maintenance, and for managing spare parts inventory. Manage complaints, non-conformities, risk management, audit findings, and more.Starting Price: $160 per month -
24
LiveFile360
enSynergy Professional Services
LiveFile360 is our enterprise document management system which is fully integrated with the enVisual CRM360 module. Files are linked to enVisual entities (individuals/companies/trusts etc.) along with other metadata to make your search simple and fast. Compliance related files stored in LiveFile are easily surfaced in enVisual for a truly integrated compliance experience. LiveFile360 is safe and secure with rapid search functions - even across a global cloud network. Never before has it been so simple to access your client files and documents from anywhere.Starting Price: £40/month/user -
25
IPFone
IPFone
IPFone is a telecommunications company that provides cloud communication, internet access, and business phone systems for small and medium-sized businesses. IPFone's services include: UCaaS Webex VoIP SD-WAN Contact center Fiber internet On-site installation In-depth training World-class customer support Unlimited international* callingStarting Price: 17.95 -
26
My Contacts Cloud
My Contacts Cloud
Would you like to access your contacts from any device? Quickly locate your clients from their profile, call them, send them a WhatsApp, email or SMS, visit their website, and open Google Maps. Anywhere, anytime. Clients and... Suppliers Sellers Creditors Debtors Employees Branches Shipping agencies Banks Organize your appointments and meetings in a planner with monthly, weekly, daily, and agenda list views. Register for each event the title, description, color, participants, location, web address, and attached files. Save the code or link to join the online meeting (Google Meet, Microsoft Teams, or Zoom). Easily drag and drop events. Very intuitive. Document management: Save the documents of each contact such as contracts, offers, reports, etc. In the cloud: Your data saved in the cloud for availability anytime. Multi-device: Access from any of your devices (computer, tablet, or smartphone) -
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Telappliant
Telappliant
Since 2003, we’ve been helping small and medium-sized businesses to grow. We offer a range of feature-rich cost effective phone systems, high-speed Internet connections, and a range of IT and cybersecurity solutions. Over the last few years, VoIP (Voice over Internet Protocol) has evolved and voice has made the gradual transition to the ‘cloud’. Cloud is a broad term typically referring to data-centre-hosted services that are run and accessed over the internet. Cloud telephony refers to voice services and, specifically, the replacement of traditional telephone equipment (PBXs, for instance) with third party services. Increase Customer Satisfaction Increase satisfaction by managing calls intelligently, whilst tracking behavioural patterns for clever decision-making. Compete with bigger companies by increasing geographic presence and creating a better first impression. Access your system remotely regardless of the location, whilst retaining your office phone functionality.Starting Price: $30 per month -
28
Fi911
Fi911
Data security, compliance rules, regional differences, the payments industry is complex. And sometimes that complexity can break down communications between FIs and merchants, but we're here to help. Our cloud-based platform is modular, flexible, and infinitely scalable to grow dynamically with FIs, resellers, and their clients...without requiring extensive new investments. The Fi911 platform is the most cost-efficient merchant life cycle management tool in the payments industry, whether you’re a large-scale enterprise or a growing small- or medium-sized business. Collaboration in a cloud environment means a wide range of your clients can easily be granted differing degrees of access and control over the same data. The Fi911 business and technical teams offer unprecedented expertise and industry experience. We work with to deliver custom-coded white-label solutions that are right for your needs and your budget. -
29
BoardPaq
BoardPaq
BoardPaq is board management software for small and medium-sized organizations. Cloud-based, BoardPaq enables users to centralize all board documents and information seamlessly. BoardPaq has easy-to-use features such as Board of Directors Cloud Service and Apps for effective member communication and collaboration. BoardPaq also features security and confidentiality of the users' Board materials and deliberations.Starting Price: $99.00/month -
30
Tactic
ALSOFT Pvt. Ltd.
Tactic is an all-in-one cloud-based solution for ERP and CRM related services. This paid Software as a Service is capable of serving large corporations, medium enterprises, small companies, proprietorships, and non-profit organizations as well as freelancing units. The software has a set of 79 modules, which meet all the organizational needs while offering a seamless experience to the users. Primary features of Tactic include: • Human Resource Management (HR) • Customer Relationship Management (CRM) • Vendor Relationship Management (VRM) • Financial Modules (Accounting/Treasury) • Product Management (PM) • Projects/Collaborative work Management • Multi-modules tools • Websites and other frontal application • Interfaces with external systems and • Miscellaneous features Tactic ERP & CRM also allows the users to integrate third-party applications with the system in order to offer an elevated experience.Starting Price: $12/month/user -
31
CRM-Now
CRM-Now
crm-now’s CRM On-Demand is perfect for small and medium-sized enterprises which require tools to improve their sales processes, opportunity tracking, and customer satisfaction. Our CRM solution has been specially developed for web-based usage and provides your organization with a full-featured cloud-based CRM system. That means higher access speed, convenient access, high availability even with a high number of users, and better browser integration. The CRM system includes interfaces to other standard business applications and provides seamless integration into your business processes. crm-now’s system is based on open source, with extensive testing and implementation addictions that provide for unsurpassed ease of use and system stability. Since all system software is publicly available, you are never tied to any vendor's proprietary system. -
32
Bizstim
Bizstim Software Solutions
Bizstim business management software is a cloud-based business software solution for small and medium sized businesses. If you are a company that requires scheduling, reminders, billing, accounting, sales management, human resources, records management, and much more, this software would be a great addition to your business. Many of our clients see a 4x to 8x return on their investment within the first month of using Bizstim. Using our CRM software will make you money! Give us a call or try our software for free and we'll show you how. Come to our website for more information or grab our toll-free number and let's have a chat.Starting Price: $7.99/month -
33
OmPrompt
OmPrompt
OmPrompt is a fully managed order management platform that makes it easy for companies around the world to trade with each other. The cloud platform connects manufacturers and retailers via EDI to their customers, suppliers and third-party providers and automates the processing of the other manual documents in order capture, creation, fulfillment and settlement processes. With one platform, businesses can connect to any trading partner, automate any document and process any format. -
34
CentralStationCRM
42he
CentralStationCRM offers simple and smart CRM software for small and medium-sized businesses. All address and customer data at a glance. Including emails, notes, to-dos and appointments. Numerous filter functions help to optimally prepare your customer data for sales and marketing. Transparent overview of all activities including notification function. So all colleagues are up to date. Sales planning, reminders and task lists ensure efficient control. Clear functions and an intuitive design reduce the training time to a minimum. We have radically eliminated complicated processes and features that only large companies need. Browser-based and can be used with any internet-enabled device, including mobile. No installation necessary. Filter your contacts with one click based on self-created categories.Starting Price: €18 per month -
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The Secure Gateway Service provides a quick, easy, and secure solution to connect anything to anything. The solution provides a persistent connection between on-premises or third-party cloud environments and the IBM Cloud®. Quickly set up gateways to connect your environments, manage the mapping between your local and remote destinations, and monitor all of your traffic. Monitor all your gateways from the Secure Gateway Service dashboard or monitor individual gateways from the Secure Gateway Service client. Simple access management controls are available from the Secure Gateway Service client to allow or deny access on a per resource basis to prevent any unauthorized access. This list will automatically synchronize to any client connected to the same gateway. With Professional and Enterprise plans, you can connect multiple instances of the Secure Gateway Service client to your gateway to automatically use built-in connection load balancing and connection fail-over.Starting Price: $100 per 5 gateways
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36
CloudCC CRM
CloudCC
CloudCC is the most effective CRM solution that helps to build meaningful and powerful customer relationship management, connect with your clients across sales, marketing, customer service, communities, collaborations, apps, data analytics, and more.Starting Price: $5/month/user -
37
Chakra Sales CRM
ChakraHQ
Chakra Sales CRM is software tailored to the needs of SMB teams for sales pipeline management and marketing automation activities. Chakra Sales CRM is an easy-to-use tool with an intuitive interface driving higher adoption with a steep learning curve. Teams can quickly set up the solution by integrating lead generation sources, connecting email and telephony apps, creating a custom sales pipeline, and setting up basic reporting with Chakra report builder. Admins can further configure advanced customizations in page layout, build sales workflows, adding integrations to connect Calendar, WhatsApp Cloud API, other internal apps, or 3rd party tools. Task workflow management, reminders, and notifications can be configured to organize sales management for users. Chakra sales CRM is used by 8000+ users across 150 organizations for various use cases in sales, marketing automation, support, and customer workflowsStarting Price: $99/All Users/month -
38
Ideagen Huddle
Ideagen
Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.Starting Price: $11.00/month/user -
39
Workforce Manager
AutoVu Solutions
A cloud based job management diary that you can access from anywhere. Send jobs directly to your site engineers mobile app or allow them to see a list of all outstanding jobs within their service route. Your user account is free for 14 days. With everything to gain and nothing to lose, give AutoVu a try today and start growing your business with our professional field service management tools. An introduction to Workforce Manager from AutoVu Solutions, the Field Service Management Application for the small to medium-sized business. This short video gives a general overview of Workforce Managers field service management core elements. We cover aspects of the diary management system for a detailed view of each engineer's schedule, Navigation and visual location of the customers property, and work order management. AutoQuote for detailed instant quotations, purchase orders and invoicing are also discussed within the video.Starting Price: $25 per month -
40
InSimplify
InSimplify
InSimplify is a leading-edge cloud-based software system that integrates every stage of the Home Building process. With the end-to-end solution, it provides a single system to handle every stage from sales, online quotes, online color selection, customer portal, document management, and construction stages to handover and maintenance. Website, marketing templates, iBuildNew, and assign them automatically to the right sales executives. Never lose a lead, set up the right follow-up strategy so every lead is followed up on time by sales executives. Easily import your client information and also export to excel for marketing purposes. -
41
DealersCloud
Dealers Cloud
Being the 1st innovative cloud-based dealership management solution, we have always gone the extra step to ensure that our dealers, executives, owners, managers, sales reps, and customers will never find themselves disconnected between multiple systems. Our Dealer Operating System has provided our customers an unparalleled increase in productivity and revenue growth! With real-time curtailment alerts, expense tracking, and floor plan changes, DealersCloud turns days of work into minutes, by enabling you to manage your entire business from a single solution! Our CustomerCloud CRM will give you the tools to easily engage with your customers from first interaction to finalizing the sale. We give you all of the tools necessary to simplify the most complex accounting tasks that track your business down to every detail. From customized websites to seamless social-media integrations, DealersCloud is there every step of the way to ensure that our customers can arrive at their vision. -
42
Zuant
Mktpoint
Let’s grab your customers interest wherever they are and make it an easy online journey with the content they’re looking for, and the fast follow-up that impresses to convert the sale. From presentations on the go, to lead capture at events, or providing product information in Retail or even 3D spaces! Zuant Cloud then provides access to all your data and reporting to really find out what’s working, or not. An exciting new type of experience to really make your budget go further. Anything that engages and improves the customer experience whilst shortening sales cycles has to be a good thing. Every Sales Executive’s dream, make lead capture and presentation fun and easy – for every day and tradeshows. At last, lead capture anywhere you want it. QR codes have been around for decades, but their ease of use with mobile phones now makes them the quickest way to get your customers online, the start of the customer journey. -
43
YoroCRM
Yoroflow
YoroCRM offers a range of features and tools to help businesses manage their customer interactions, sales, and marketing efforts. All of these features are the main reasons that YoroCRM is considered the world's most loved sales automation platform, it offers a complete solution for managing customer relationship and sales process. YoroCRM helps businesses manage and analyze customer interactions and data throughout the customer lifecycle. This includes storing information such as contact details, sales history, and communication logs in one central location. YoroCRM is a cloud-based sales automation solution, which means that it can be accessed from anywhere with an internet connection. This allows businesses to work more flexibly and collaborate more easily. -
44
LBS Cloud
LBS Cloud
LBS Cloud is a cloud-based CRM-ERP system designed to automate and optimize business processes for companies of any size. It combines customer relationship management (CRM) and enterprise resource planning (ERP) functions, making it an ideal choice for small, medium, and large businesses.Starting Price: €12/month/user -
45
Xodo Sign
Apryse
Xodo Sign is now part of the Apryse family of companies. From individuals to small & medium-sized businesses, right up to corporations. We're here to help you securely get your paperwork out of the way and get deals closed faster. Whichever type of document needs to be signed - take control of your digital work and securely manage your documents in the cloud. Focus on the really important parts of your business, accelerate sales and proposal paperwork, close deals faster and save money. Ensure legally binding signatures, reduce the document turnaround time, save countless man-hours and preserve nature at the same time. Configured to allow for simultaneous work, Xodo Sign (formerly eversign) will increase your document-related workflow immediately. Let customers sign on your very own PC, tablet or mobile device — useful for NDAs, quick registrations, and more. Set up templates for your most frequently used contracts or forms, share them with your team and reduce drafting timeStarting Price: $9.99 per month -
46
Zentry
Zentry Security
Least privileged application access with consistent security for any user, anywhere. Transient authentication provides granular, least-privileged access to mission-critical infrastructure. Zentry Trusted Access provides clientless, browser-based, streamlined zero-trust application access for small to medium-sized enterprises. Organizations see gains in security posture and compliance, a reduced attack surface, and greater visibility into users and applications. Zentry Trusted Access is a cloud-native solution that is simple to configure, and even simpler to use. Employees, contractors, and third parties just need an HTML5 browser to securely connect to applications in the cloud and data center, no clients are needed. Leveraging zero trust technologies like multi-factor authentication and single sign-on, only validated users obtain access to applications and resources. All sessions are encrypted end-to-end with TLS, and each is governed by granular policies. -
47
EquinoxCRM
Reliadvisor
A comprehensive cloud based solution for Registered Investment Advisors and Broker Dealers. Integrate and manage client data and accounts with ease. Integrate seamlessly with your other productivity applications. Platform compliant with SEC rule 17a-4, which requires client and account recordkeeping with both immediate access and non-immediate access (WORM) storage. Keep record of business practices and communications with clients. Create and manage workflow templates. Optimize sales with prospect classificaiton. Maintain higher control of organizational structure. Monitor access to tasks and responsabilities. -
48
eXcediant
eXcediant
eXcediant is software company dedicated to the needs of the land title industry. We set out to create affordable, powerful, highly customizable software to manage both consumer complaint tracking for alta best practice pillar 7 compliance as well as an extremely power sales CRM for title insurance companies. Our software is built and lead by a combined 20+ years of experience handling technology and customer satisfaction in the land title industry. Our team is dedicated to providing title agents with an industry leading solution that allows them the harness the power of the frustration of their customers and convert it into praise and satisfaction. We can't wait to help your title agency grow and flourish with our customer complaint management solution. Your customers will appreciate your easy to use complaint management system by eXcediant.Starting Price: $25 per month -
49
OMAK
OMAK Technologies
The innovative POS powered by Cloud-Technology provides firms access data anywhere, anytime, and on any device. This provides maximum flexibility. Setting up the system is uncomplicated, and employees are able to learn system tasks with minimum training. Secure privilege-controlled access based on user roles and the ability to create promotions that can be run across multiple outlets make the OMAK 360 POS the perfect system for your restaurant. The cutting-edge system allow organizations to support remote workforces, regardless of their geographical location. The OMAK POS cloud-based restaurant management system never overburdens hardware, enabling quick response times. Supports diverse food service businesses including small and medium-sized restaurants, restaurant chains, cafes, and cloud kitchens. -
50
SmartCloud Connect
Invisible
Take calendar and inbox integration to the next level with SmartCloud Connect for Salesforce. A highly customizable, all-in-one solution for modern sales teams, SmartCloud Connect brings Salesforce right to your inbox so you can make document management flow more easily. With SmartCloud Connect, sales reps and managers, sales operations, and service professionals can get a 360 degree view of their clients right from their inbox, sync their emails, calendar, and contact to any custom object, know what happens with your email after sending, and so much more. SmartCloud Connect supports Office365, Outlook, Gmail, Mac, iOS.
