Alternatives to TOCA CRM

Compare TOCA CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to TOCA CRM in 2025. Compare features, ratings, user reviews, pricing, and more from TOCA CRM competitors and alternatives in order to make an informed decision for your business.

  • 1
    monday sales CRM
    Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.
    Leader badge
    Compare vs. TOCA CRM View Software
    Visit Website
  • 2
    SalesNOW

    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.
    Partner badge
    Compare vs. TOCA CRM View Software
    Visit Website
  • 3
    Act!

    Act!

    Act!

    Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.
    Leader badge
    Partner badge
    Compare vs. TOCA CRM View Software
    Visit Website
  • 4
    JobNimbus

    JobNimbus

    JobNimbus

    JobNimbus is the #1 all-in-one roofing app (4.8 stars on app stores) that’s making contractors heroes since 2013. Thousands of contractors rely on JobNimbus every day to run every aspect of their business: marketing, sales, production, billing, and communication. "This is f$&%ing awesome!" - Dave R. ** MARKETING ** • SEO • Paid ads • Google Business Profile • Website ** SALES ** • Scheduling • Lead tracking • Boards • Custom sales workflows • Sales automation ** PRODUCTION ** • Production boards • Custom job workflows • Production automation • Notes • Tasks • Material ordering directly from Beacon PRO+ and Roof Hub by SRS. • Work orders • Subcontractors • Reports ** BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way sync ** COMMUNICATION ** • Engage texting • Email • Caller ID • @mentions • Job share • Notification center With all this, your whole team will be equipped with the best all-in-one roofing app.
    Compare vs. TOCA CRM View Software
    Visit Website
  • 5
    Repfabric

    Repfabric

    Repfabric

    Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.
    Leader badge
    Partner badge
    Compare vs. TOCA CRM View Software
    Visit Website
  • 6
    Creatio

    Creatio

    Creatio

    Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.
    Starting Price: $25 per user per month
  • 7
    Nutshell

    Nutshell

    Nutshell

    Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.
    Leader badge
    Starting Price: $13.00/month/user
  • 8
    Maximizer CRM

    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
  • 9
    Salesmate

    Salesmate

    Salesmate

    Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.
    Starting Price: $12/month/user
  • 10
    Affinity

    Affinity

    Affinity

    Affinity offers the insights you need to grow your most valuable relationships and discover untapped business opportunities through patented technology that structures and analyzes billions of data points across your team’s digital communications. Affinity helps teams manage and grow their networks by unlocking introductions to key decision-makers and auto-populating pipelines to increase deal flow. Affinity also applies context to your team's contacts, so you always know who has talked to whom and why. In any industry where success depends on maintaining high-touch relationships, Affinity allows you to get deeper insights into your network and finally eliminate manual data entry.
  • 11
    BNTouch Mortgage CRM

    BNTouch Mortgage CRM

    BNTouch Mortgage CRM

    BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. Features Include: - Email and SMS Marketing Automation - Lead Distribution and Management - 35+ Proprietary Mortgage Tools - Digital 1003 Application - Pre-Built Marketing Content - Customized Video Marketing - Curated Social Media Content - Integrated with LOS, Outlook, Zapier, and Others - And Much More Call Us Today! +1 888 971 1117
  • 12
    GreenRope

    GreenRope

    GreenRope

    GreenRope is the all-in-one CRM that accelerates growth by increasing awareness, generating leads, and driving conversions. Leverage advanced automation, predictive analytics, and artificial intelligence (AI) with an intuitive, easy-to-use interface. Convert more and build long-lasting relationships with GreenRope's many features built to help you communicate with your leads and clients. From email marketing and social media to advanced marketing automation and more, all the tools you need to engage your contacts are right at your fingertips. It's now easier than ever to keep in touch and stay top-of-mind. We are strategists, developers, marketers, technology gurus, and people who care about helping you. Most of all, we are one unit, one team, and one family who works together to listen, create, and partner with inspiring businesses around the world. Let’s work together to build and grow your business!
    Leader badge
    Starting Price: $99 per month
  • 13
    SPOTIO

    SPOTIO

    SPOTIO

    Increase Activity, Set More Appointments, And Drive Revenue With Less Effort. The Spotio Mobile App Helps Your Reps Stay Productive And Organized In The Field. This Gives You The Visibility You Need To Improve Field Sales Performance And Get Real-Time Data. Keep your reps organized with appointments, tasks, routes, sales activities, and lead notes all in one place. Get automated data entry so your field reps can be more focused and productive in the field.
  • 14
    QuotaPath

    QuotaPath

    QuotaPath

    QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.
    Starting Price: $15 per user per month
  • 15
    Zendesk Sell
    Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.
    Leader badge
    Starting Price: $19 per user per month
  • 16
    Funnel CRM

    Funnel CRM

    Funnel CRM

    Never miss closing a deal, or following up with a customer again. All growing businesses run into the same fundamental problems. Losing track of your leads, buried under email, forgetting to followup. The good news? Funnel solves them all. Try Funnel CRM free for 14 days. A simple CRM software to track leads, manage follow-ups, less data entry, more sales. Its that quick and easy. Use our simple form builder to create contact forms. Paste the code you get into your website, done. Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox. Know when your messages have been viewed by your customers. Awe your customers with professional, well-formatted proposals. Multiple currencies supported. Funnel builds and maintains your contacts database, based on the information they provide through the contact forms. No effort required. You can use your favorite email client or mobile phone to reply to your customers.
    Starting Price: $10.00 per month
  • 17
    Thryv

    Thryv

    Thryv

    The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work.
  • 18
    Sugar Sell

    Sugar Sell

    SugarCRM

    Sugar Sell is a one of a kind Customer Relationship Manager solutions, with functionality that includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Sugar Sell gives individual and teams back the time they need to increase project focus and interacting with customers to create more sales. Join top leading brands and try Sugar Sell today. Sugar Sell gives you what other customer management software solutions wish they could: The guarantee of an outstanding user experience. Sugar is the 4x winner for satisfaction, reliability and tech support in PCMag’s Business Choice Awards. The real power of our platform is in the story that it tells—about your customers, your company and the future of your business. It’s the customer experience solution to use when you want to empower every employee with the right information, at the right time, before they even ask.
    Starting Price: $40 per user per month
  • 19
    Workbooks

    Workbooks

    Workbooks

    Workbooks joins up your entire business, helping everyone work better, work together, and work in the right way with a single cloud-based CRM solution. Marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. With secure anytime, anywhere access across all devices and seamless integration with your current systems, Workbooks gives your teams a single 360-degree view of your customers that helps them focus on the right things and get the real-time insights they need to make decisions. Workbooks helps you put customers at the heart of your business and build lasting, profitable relationships that grow long-term revenue in a sustainable way. That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them grow better, grow together, and grow in the right way.
    Starting Price: $39.00 per user per month
  • 20
    Voiro

    Voiro

    Voiro

    Streamline your ad ops workflows, saving your teams hours of time in setting up and managing campaigns. Integrate with multiple ad servers, custom ad servers, and all your downstream tech stack. Voiro abstracts away the complexity so you don’t have to worry about it. Empower your teams with data, alerting them to growth opportunities, revenue at risk, and a wealth of reports. Helping them truly grow your business. Turn revenue from lagging to a leading indicator with real-time, accurate projections of revenue across all your channels, business streams, and systems. Cut your monthly accounting and billing cycles down to minutes with Voiro’s real-time revenue reconciliation. Automate and configure revenue reports compliant with most popular ERP systems, backed by Voiro’s accuracy guarantee. Get complete visibility into your business with Voiro’s APIs that push revenue numbers into all your downstream systems.
    Starting Price: Free
  • 21
    Tubular

    Tubular

    Tubular

    Managing your sales pipeline can be tedious and at times a painful process, however Tubular, a sales tracking, collaboration, and workflow platform for sales teams, changes all that. Built on an easy to implement platform with sales tools that painlessly capture leads, while allowing your team to laser focus on closing deals. With features that include Tracking Leads from Multiple Sources, Triangulate Data, Seamless Integration Capability, Multi-user Collaboration, and much more, Tubular will make selling fun and engaging again.
    Starting Price: $9.00/month/user
  • 22
    Attio

    Attio

    Attio

    CRM is the most-used B2B technology on the planet. It’s also the most backwards — running on a software model that was built over 20 years ago and hasn’t changed since. The status quo of the CRM market is unacceptable. Millions of businesses across the world are stuck with software that is inflexible, hard to use, or extremely expensive and time consuming to customize. Attio’s mission is to reinvent CRM from the ground up for the next generation of business. We’re building a new platform, built on real-time customer data, that allows companies to build the exact CRM that they need — a platform that is extremely powerful but also intuitive and easy-to-use.
  • 23
    SimpleCRM

    SimpleCRM

    SimpleCRM

    SimpleCRM is an AI-powered, low-code, end-to-end customer engagement platform that digitizes, decodes, and delivers all customer journeys, from prospecting to sales & onboarding, account management, servicing, and retention. Today SimpleCRM powers the digital transformation of SMBs and some of the largest banks, financial services & insurance organizations across South Asia, Southeast Asia, and the Middle East. Expand market reach, drive sales and grow revenue with comprehensive sales management and digital marketing tools. Automate process and increase efficiency with AI-powered chatbots, eKYC, BPM tools, predictive analytics and other solutions. Our vertical solutions expertise allows your business to streamline workflow, and increase productivity. No matter the business, SimpleCRM has you covered with industry-compliant solutions, customized to your company’s specific needs.
    Starting Price: $15 per user per month
  • 24
    Big Purple Dot

    Big Purple Dot

    Big Purple Dot

    Create a queue from your leads and prioritize them based on their status. Disposition leads based on custom parameters and easily schedule a follow-up. Warm transfer calls to others on your team. Easily share and collaborate with team members and referral partners on any lead. Automate communication and increase lead conversion by connecting more partners to leads earlier in the sales process. Close more loans with a simplified experience for your borrowers that automates the process, connecting to their financial accounts to auto-populate most of the 1003, including their docs. Customize your workflows and automate follow-up to new leads as well as past clients with preset triggers to launch automatic reminders, emails, tasks, lead sharing and more with just one click. Robust tablet app with a sign-in sheet that syncs with your CRM. Upload your listing pictures and send your visitors a professional follow-up email containing the listing along with your contact information.
  • 25
    Dubb

    Dubb

    Dubb

    Easily create actionable videos from anywhere to get more engagement, bookings, and sales. Drive more engagement to emails and social posts. Get more meaningful appointments on your calendar. Drive more engaged prospects through your sales funnel. Dubb video landing pages are easily sent via email, LinkedIn, SMS, CRMs and more to convert viewers into clients. We're all about meeting you where you are. Grab a free trial to Dubb today to see how we can lift up your stack with video. Use the Dubb Mobile App to create dynamic business videos with ease. Share your videos on your favorite channels and provide multiple calls to action. Get tracking of your contacts' engagement from email, forms, video and calls-to-action. Use the Dubb Mobile App to create dynamic business videos with ease. Share to your favorite channels where your contact are to drive conversions. Get tracking of your contacts' engagement from email, video and calls-to-action.
    Leader badge
    Starting Price: $59 per user per month
  • 26
    noCRM.io

    noCRM.io

    You Don't Need a CRM!

    noCRM.io is an easy-to-use, cloud-based lead management software (SaaS) purpose-built for salespeople. Unlike a traditional CRM application, noCRM.io boosts business productivity through prospecting, lead tracking, and pipeline management. With noCRM.io, users can easily create leads in seconds (business card, email, website, and mobile, and spreadsheet) as well as seamlessly organize their sales process and customize their sales pipeline to manage their sales cycle from end-to-end.
    Starting Price: $14.00/month/user
  • 27
    BenchmarkONE

    BenchmarkONE

    BenchmarkONE

    Make every relationship count and make the most out of every opportunity with BenchmarkONE (formerly Hatchbuck). BenchmarkONE is an all-in-one sales and marketing software for small businesses that combines CRM, email marketing, and marketing automation tools. With BenchmarkONE, growing businesses can easily keep tabs on prospects and customers, automate followup, and track success of campaigns with ease.
    Starting Price: Free
  • 28
    Zoho CRM
    Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.
    Leader badge
    Starting Price: $14.00/month/user
  • 29
    Spotler CRM
    Spotler CRM (formerly Really Simple Systems) is the powerful CRM system that's designed for growing teams working B2B. Spotler CRM provides everything your sales team needs to manage customers, prospects and sales, without letting the technology dictate your strategy. The CRM system also comes with integrated email marketing and customer service desk modules and is accessible anywhere on desktops, tablets and smartphones. The CRM is designed so it is easy to set up and easy to use. This means you can train your team in minutes, so you can concentrate on growing your business.
    Starting Price: $17.00/month
  • 30
    Insightly

    Insightly

    Insightly

    Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.
    Starting Price: $29.00/month/user
  • 31
    Apex 72

    Apex 72

    Apex 72

    Monitor and track your sales activity to make sure you are on the path to success. Tailored features to fit your business. With Apex 72’s interactive client experience, you can securely capture personal client data and create a unique and personal experience. Managers stay informed with APEX 72’s built-in dashboard viewing and reporting systems. Streamline the discovery process with clients through our interactive and real-time fact-finding application. Support sales team leaders with activity, marketing, calendar, and process management reporting. Virtual transparency for your entire team. Don’t just take our word for it. Efficient technology is essential to focus on the core of your business. Sales through technology productivity are critical to achieving growth and continue to be a major struggle for businesses everywhere.
  • 32
    LeadAngel

    LeadAngel

    LeadAngel

    LeadAngel smart-matches incoming leads with existing accounts and distributes leads among your sales team using the most powerful & flexible lead routing and lead matching algorithm available. We as a team helps your business to drive sales with the automated lead management. The application offers data standardization, fuzzy matching, lead segmentation, Contact Routing and Account Routing and lead to account matching in a user-friendly interface with smart drag or drop options. The solutions are built with API's to help you leverage everything our platform has to offer. Eliminating duplicate leads, merge with existing contacts, and removing redundant accounts with LeadAngel’s powerful data cleanup engine and track the entire procedure with LeadAngel's reporting where each and every step is visible. Further optimize your sales funnel with tools such as auto conversion of leads into contacts if a matching account is found.
  • 33
    Sellsy

    Sellsy

    Sellsy

    Manage your sales cycle from start to finish with Sellsy, a complete online customer relationship management (CRM) and online sales management software. With Sellsy, sales teams regardless of size and industry can manage and track leads, create quotes and invoices, and engage customers with ease. A modular offer based on a team's specific needs, Sellsy comes with business management, CRM/opportunity management, subscription management, POS, website blog and ecommerce, purchases, margins, expense tracking tools, and so much more.
    Starting Price: $50.00/month
  • 34
    Teamgate CRM
    Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential. We pride ourselves on empowering Sales and SaaS teams to increase their speed of execution across the entire sales cycle, with our team by your side every step of the way. Say goodbye to hidden implementation costs, consulting fees and add-ons.
  • 35
    Sellution

    Sellution

    Sellution

    Scale & Grow Your B2B SaaS or Online Service Company Using Sales CRM, Automation and Artificial Intelligence. Sellution's fully unified All-In-One CRM Sales platform was built from the ground up to help businesses sell more and sell faster using the the power of sales automation and artificial intelligence. You'll be able to log into one platform and see all your customer data... all in one place. Sellution offers a full range of CRM tools, which serve to streamline the way you organize your contacts and deals in your sales pipeline. With Sellution your sales teams are going to be able to leverage a modern day sales automation machine to help them make more calls, send more emails and close more deals.
  • 36
    InTouchCRM

    InTouchCRM

    InTouchCRM

    InTouch is an award winning sales and marketing system, bringing together more than 10+ core business tools, to give you a one-stop-shop to not only manage your business but to grow your business too, eliminating the need to use multiple systems at a high cost. InTouchCRM enables you to store your contacts safely in the cloud, meaning your team can access them from any place, at any time for optimum collaboration on the go. Access all important information about your prospects and customers- contact history, engagement rate, their position in your sales cycle and more. Record details of calls, meetings and interactions with your customers so that your team can remain up to date and your customers can receive a smoother experience.
    Starting Price: $14 per user per month
  • 37
    RapidStart CRM

    RapidStart CRM

    Forceworks

    RapidStart CRM is the most Simple CRM solution on the Microsoft Stack. Purpose-built with feedback from thousands of users. You can be up and running in minutes. You can have RapidStart CRM integrated into your Outlook or Microsoft Teams environments in a few more minutes and at no additional cost. RapidStart CRM is completely “unlocked” for further customization by you, your partner, or with our help. You can build solutions to almost any business challenge on our foundational data model. RapidStart CRM includes exclusive features like our quick steps buttons for “one-click” record creation, record hashtagging, our RapidStart settings app, full documentation dashboards and our how to integrated video user training toolset! These capabilities and much more can be added to RapidStart CRM, with just a few clicks.
  • 38
    Round-Robin Mailer

    Round-Robin Mailer

    Gammadyne Corporation

    Does your company have a sales staff? Do you have leads arriving by email? If so, you probably need a solution that distributes those leads promptly, reliably, and fairly to your staff. Round-Robin Mailer is designed to do exactly that. It connects directly to a POP3/IMAP4 mail server, reads all email, and forwards each one to a member of the staff in a rotating fashion. Because we understand how important leads are, Round-Robin Mailer is designed for maximum reliability. It is guaranteed to never lose an email. Other features include statistical reporting, archiving, staff scheduling and favoritism, and a rules-based system for handling certain types of emails differently.
  • 39
    ClinchPad

    ClinchPad

    Clinchpad Technologies

    Don't waste time entering tons of data and creating contacts, instead focus on converting leads into deals. Store all relevant information pertaining to the lead at one place. Easy to comprehend pre-defined reports which will help you streamline your workflow and eliminate blockages. Increase revenues by getting organized. Keep track of what needs to be done next and get insights from past information. We talked to hundreds of businesses and found out what features they need so that you could have an uncomplicated CRM. Create multiple sales pipelines so that you can track different aspects of your sales process. Filter leads in a sales pipeline by users, products, sources, zones, contacts or any combination of the above. A number of actions such as adding and renaming leads, assigning a user to a lead or moving the lead to another stage in the sales pipeline can be accomplished from the sales pipeline view itself.
    Starting Price: $9 per user per month
  • 40
    CallProof

    CallProof

    CallProof

    CallProof Mobile CRM automates mundane tasks so your sales team can focus on clients. CallProof Mobile CRM is a sophisticated web-based and mobile-capable Customer Relationship Management (CRM) solution with a host of features to organizes all facets of the sales process, from lead tracking to reporting. CallProof provides sales managers and representatives tracking and management tools to be successful. Call tracking features automatically report calls made to clients and prospects. CallProof Mobile CRM is your solution for endless data entry and reporting that take up the bulk of your time. Our sophisticated web-based and mobile-capable Customer Relationship Management (CRM) solution offer a host of features that organize all facets of the sales process, from lead tracking to reporting. CallProof provides sales managers and representatives with tracking and management tools to be successful.
    Starting Price: $33.70 per month
  • 41
    LeadMaster

    LeadMaster

    LeadMaster

    LeadMaster is an all-in-one CRM Software and Lead management software solution. Specifically built to support marketing and sales teams, LeadMaster lead tracking offers a rich set of tools to capture, follow up, and/or track leads. Comprised of integrated modules for email marketing, CRM, sales force automation, marketing automation, reporting, landing pages, and more, LeadMaster helps users streamline and automate their processes to drive efficiency, profits, and growth. While other lead management software requires additional hardware, our CRM platform takes a different approach. The LeadMaster CRM is cloud-based, giving you and your team the freedom to work and access information from anywhere and at any time. With our forward-thinking, we’ve created a system that’s packed full of customizable and scalable features — from intuitive and powerful tools to sophisticated and marketing-specific algorithms that give you the control you need to promote productivity and boost sales.
    Starting Price: $50.00/month/user
  • 42
    LeadFuze

    LeadFuze

    LeadFuze

    Forget about bad data! Third party data partners + our own crawling allows our AI to aggregate, match and verify real-time company info, emails, mobile numbers, social profiles and more across 500+ million profiles and 10+ million companies! Salespeople love that we provide hyper-targeted lead searches and provide actual contact data. Not to mention complete list building automation so they spend more time talking to prospects vs researching them. Sales teams love using our integrations with their CRM and workflow tools along with the de-duplication of leads. Marketers love that we provide personal emails as well as business emails so you can have higher match rates for custom audience ad targeting and building outreach lists for their sales team.
  • 43
    Numerik

    Numerik

    Numerik

    Struggling to meet ambitious sales targets? Numerik is the roadmap and rocket fuel that drives teams to smash through goals. We consolidate all sales capabilities so your reps have the data-driven insights and real-time visibility needed to excel in one intuitive mobile platform. By syncing live with your CRM, Numerik offers an engaging way to capture customer interactions while delivering up-to-the-second metrics and forecasts to inform strategic decisions. With in-the-moment coaching, your sellers are set up for peak performance. By eliminating manual reporting and streamlining workflows in an experience designed specifically for field sales needs, Numerik allows you to focus teams on selling rather than jumping between platforms. Target standout opportunities, adjust strategy on the fly, and ensure no revenue potential goes unseen. For sales leaders seeking to operationalize growth through empowered teams, Numerik is the solution.
  • 44
    InsightSquared

    InsightSquared

    InsightSquared

    Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more.
  • 45
    Clientjoy

    Clientjoy

    Clientjoy

    Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.
    Starting Price: $149 one-time fee
  • 46
    SalesSeek

    SalesSeek

    SalesSeek

    SalesSeek, a cloud-based customer relationship management (CRM) platform, is ideal for small, mid-sized, and large companies. SaleSeek primary features include contact management, sales funnel management, marketing automation, reporting, and email marketing. SaleSeek integrates well will Sage One, QuickBooks, Zendesk, Facebook, WordPress, and more.
    Starting Price: $48 per user per month
  • 47
    Azurepath

    Azurepath

    Azurepath

    Azurepath is an easy to use lead management software created to help generate, manage, and boost prospects. Using the drag and drop feature, users can easily track activity, keep leads current, generate reports and forecasts, and create critical insights automatically and in real-time. Never lose track of another lead again and track all account history by giving your sales team the edge they have wished for by implementing the Azurepath solution.
    Starting Price: $14.95/month/user
  • 48
    Vtiger CRM
    Vtiger offers a single, unified product that enables Marketing, Sales, and Support teams to work together and deliver outstanding customer experiences. Vtiger organises customer data in a single place and everyone on the team gets a holistic view of the customer. Vtiger CRM helps over 300,000 businesses improve revenue, customer loyalty, and team performance by breaking barriers between marketing, sales, and support teams. Vtiger's All-in-one CRM helps teams create delightful experiences across the entire customer lifecycle by enabling: 1. Marketing teams to capture and nurture leads. 2. Sales teams to score, track and close resulting deals. 3. Support teams to access complete customer history and provide exceptional support.
    Leader badge
    Starting Price: $10.00/month/user
  • 49
    Aidium

    Aidium

    Aidium

    Aidium is the ultimate all-in-one CRM solution for mortgage professionals — helping you streamline your processes to close more deals, scale your operations and increase ROI. Supercharge your loan origination process with Aidium's lead conversion software, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Aidium's Mortgage CRM automation streamlines your processes, improves client relationships, and improves lead conversion rates through intelligent workflows and data-driven strategy. Aidium's marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement - boosting conversion rates and growing your loan portfolio. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place.
    Starting Price: $79 per user per month
  • 50
    ASPEC

    ASPEC

    SalesWays

    ASPEC is the Getting Things Done of sales. Put all opportunities into ASPEC as you find them. ASPEC creates the sales specific cycle and sets the three fundamental skill phases.ASPEC values each opportunity by calculating the probability of winning. A unique and simple algorithm based on success of a win and the risks involved in the sales not going to completion. Accurate, consistent, and minimal user input. Using the probability of winning and the the time left to complete the sale, ASPEC automatically prioritizes every opportunity in your pipeline and keeps it up-to-date in real-time. Now you can confidently “work” the ASPEC prioritized list, knowing that you are not wasting time on bad deals, or working sure bets too early. ASPEC Expert Analysis checks the salesperson’s understanding and activity based on the specific environment for every opportunity and offers coaching and guidance on the best strategies to use.