Alternatives to Whiz Sales
Compare Whiz Sales alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Whiz Sales in 2025. Compare features, ratings, user reviews, pricing, and more from Whiz Sales 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
monday sales CRM
monday.com
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. -
3
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 -
4
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 -
5
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 -
6
CVenture
Chamunda Tech-Net Service
C-Venture is a free Sales Enquiry Management software to cater the needs to manage leads, quotes, follow-ups, managing sales order, Manage invoicing, Proforma invoice, Delivery Notes etc. Customer Support Management is also included in C-Venture that makes it a complete Customer Relationship Management Software. CRM that covers every aspect of business. Purchase management System makes C-Venture unique from all other CRM’s.. CRM that meets the needs of all business. Mail to Sales enquiry and mail to Support ticket features removes the pain to track emails. Sales executives can manage all their Enquiries and leads. They can manage customers contact informations etc. Sales Co-ordinators can view and respond to all enquries. Sales executives can update their follow-ups (Visit, Phone, Mail) and keep the team informed about follow-up. Automated daily report generated per sales executive as per follow-up data. -
7
T-CRM
TECHNIX INDIA SOLUTIONS (P) LTD.
T-CRM is a Cloud based Customer Relationship Management encompassing direct interactions with customers, such as sales and service-related processes, and forecasting and analysis of customer trends and behaviors. T-CRM includes the below features: Manage Your Prospects Cold Calling and Prospect Filtering Lead Follow-up and Conversion Track Task and Activities Better Monitoring of Sales Team Know your Business Status for each Opportunity! Customer support MIS ReportsStarting Price: $8/month/user -
8
Intiative CRM
ABOnline solutions
From sales to support, your team naturally centralizes all customer interactions. In the office or on the move, the follow-up of each customer is facilitated with this CRM software. STOP wasting time, you enter only once and share with your team. Keep your mind clear, we have designed automatic reminders for you. Exchange, Outlook 365, Wordpress, Slack, Jira... all your current tools interface with Initiative in Saas mode thanks to the integrated automation. An exclusive management tool that allows your contacts to independently manage their personal information held by your company. The CRM software is adapted to your activity and not the other way around. Everything is customizable down to the smallest detail with fine-tuning of alerts and reminders. Companies can thus personalize their sales process. Reveal to management the potential of data analysis and make an optimal sales follow-up!Starting Price: $29.00/month/user -
9
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 -
10
PipeCycle
CustomerSquare.com
Turn every channel into a revenue channel and drive business growth. Automatically Capture leads and sales enquiries from websites, emails, social channels, phone calls etc. Success of any business lies in proper monitoring and management of Sales pipeline. Visual pipeline helps you to stay abreast with all the deals in various stages. Get 360° customer view on a single screen. Communicate with your contacts across various channels. Access conversation history for every contact. Focus on important stuff and put the rest on autopilot. Create rules & workflows to Automate follow-ups, Automatically assign deals to users. Connect PipeCycle with other productivity apps. Capture Leads location, find Leads near you. Automatically capture team members locations and view on Map.Starting Price: $15 per user per year -
11
Emerald
ISO Travel Solutions
Manage your campaigns comprehensively - CRM for the tourism industry with comprehensive campaign management - for better processes, lower costs, and more satisfied customers. Your customers are your potential. Analyze and control your customer relationships – from the initial contact through to bookings and the resulting classification up to customer feedback and follow-up bookings. With Emerald, ISO has developed a CRM system tailored specifically to the needs of the tourism market. Emerald supports the entire process of the tourism value chain – from initial travel advisories to follow-up to the customer getting back for arranging the next trip. And thanks to its modular design, Emerald can be adapted to meet any demand. Also available, iEmerald – the mobile CRM for your sales staff. Optimized business processes in the marketing, sales and service departments. Higher customer loyalty thanks to a better understanding the customers’ needs.Starting Price: $500.00/one-time/user -
12
Teknovate CRM
Teknovative Solution
Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. Never forget any follow-up by our personalized task reminder dashboard. Automatically Assign leads to the appropriate salesperson based on area or product/service and manage it effectively. Reduce time in follow-up by our marketing automation & auto-follow up the system. Reduce tasks & Increase the performance of your employees. Increase leads conversion ratio by automated, Targeted & constant follow up. Get Live and most advanced reports by Our BI Reporting dashboard.Starting Price: $10 -
13
Dquip
Dquip
A powerful CRM to help you know all your showroom visits, bookings, vehicle sales, loans & payment schedules. Set sales targets for your company revenue-wise for a month, quarter, half-year, etc. Set, track and monitor sales targets for your business and banking sales team members respectively. Monitor & manage the sales performance of your business and sales teams. View the status of each follow-up and prioritize leads to get more account openings faster. See the condition of each lead follow-up & prioritize accordingly to sell more, faster. -
14
Track
Track
Track automates qualification, routing, scheduling, and follow-ups for your inbound leads so that your sales team can focus on closing them. Get meetings with high-intent leads faster. Easy shortcuts & snippets to 2x your sales team productivity. Use customizable and branded forms or integrate with Typeform. Round Robin Routing to the apt lead, instant scheduling with reminders via email, WhatsApp, etc. Quick response time with support and feature requests. Get instant lead routing, faster speed-to-lead, and reduced time-to-meeting. Optimize win rates with instant qualification of leads and efficient lead routing to the right sales rep. Increase speed-to-lead, and reduce time-to-meeting. Track supports scheduling across geographies, and complex routing flows, including territory-based routing with ease. Increase pipeline velocity and have better win-rates. -
15
MaxCustomer
MaxCustomer
MaxCustomer is an easy-to-use Customer Relationship Management (CRM) system that provides businesses the ability to analyze and increase their sales by effective management of revenue opportunities, customer relationships, and sales growth. MaxCustomer is focused on giving our clients the ability to manage the complete customer relationship process from a single page. We ensure that our clients get the best of the below benefits at all times to improve their businesses. Choosing our MaxCustomer for your CRM needs means that you choose to take your business to the next level. Track your sales, leads and provide you with real-time reports so you can monitor the status at any given day and time. Help you identify and prioritize customers that require further attention to avoid losing them and regain their trust. Provide your reps the ability to add, follow-up and convert good leads to new customers.Starting Price: $3.95 per month -
16
Align.ly
Align.ly
We craft simple, intuitive Salesforce applications to help B2B RevOps teams support sales and marketing with scalable, predictable growth. RevOps is all about doing more with less while keeping your tech stack simple and scalable. Align.ly's Salesforce apps help RevOps teams deliver on these goals. RevOps teams have to wear many hats and deliver on many mission-critical aspects of the business. As marketing generates high-quality leads, Align.ly lead-to-account can help match, route, and auto-convert those leads to ensure sales follow-up within minutes. Accurately match leads to accounts in real time to ensure proper ownership and quick sales follow-up of your leads. Instantly match and route Leads in real time to the proper account owner. Accurately measuring B2B marketing attribution is a difficult problem to solve. Accurately measure every touch from every contact in your customer's buying journey.Starting Price: $149 per month -
17
Aptean CRM
Aptean
Aptean CRM delivers industry best practices to help you nurture customer relationships and increase your competitive advantage. Are you ready to generate quantifiable business results while mitigating risk and expense? Aptean CRM gives you a complete view of your customer. It’s designed to provide your organization with accurate sales, marketing and customer service information so all departments remain in sync and organized. With detailed history of marketing, sales and service efforts, in addition to customer characteristics and preferences, Aptean CRM software allows you to make the most of each customer interaction and generate data-driven decisions based on real-time information. Aptean CRM enables you to streamline your business processes and automate everyday tasks—saving you time and money. From scheduling appointments and follow-up reminders, to writing emails and generating quotes, our CRM software supports your staff throughout the entire sales cycle.Starting Price: $60 per month -
18
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 -
19
easygrahak
Swarajya Infotech
“easyGrahak” is the real-time Customer Relationship & Sales Management platform is developed through guidance from experienced field sales experts who have created business growth by selling products and services over the years. It is a simple, easy-to-use business enabling and sales enhancing tool which gives you the ability to connect and view your valuable customer through a 360° perspective including organizing, managing and tracking every interactions across your entire organization in a very systematic way. “easyGrahak” CRM system helps you to manage and keep tracking of the all leads, enquiries, follow-ups, meetings schedules, reminders, client’s records, quotation, invoices and receipts in a very easy manner and systematic way. -
20
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. -
21
Softland CRM
Softland
Softland CRM (Customer Relationship Management) will allow the commercial areas of companies to streamline the processes of prospecting, monitoring and closing sales with an agile, simple and intuitive solution. 360° view of the client, visualization of interactions, sales processes, accounts receivable, contacts, documents and relevant information. Everything on the same platform. Design and manage key processes such as order taking, opportunity follow-up, contact prospecting, marketing campaigns, etc. Get more done in less time! Softland CRM easily connects with our ERP, so you can synchronize the list of customers, products, stock, orders, sales statistics, collection portfolio, among others. Real-time activity monitoring. You will know exactly how your team is performing compared to sales targets. Work your way. CRM accessible from a web browser anytime, anywhere. -
22
Cogmento CRM
FreeCRM.com
Free CRM from Cogmento is a cloud-based free solution for customer relationship management and sales force automation. Convert leads into accounts faster with the world's #1 CRM software. Grow your customer base, find new ones, and close faster from anywhere. Quickly follow up on leads, identify key contacts, and more. See a comfortable, customizable view of all of the details of sales at the touch of a button. Manage your pipeline and speed up your sales team. Support every customer on every channel everywhere. Personalize customer care, close cases faster, and deliver support everywhere. Collect and organize all of your support channels and customer information on a single page to quickly help customers, route questions to the right agent and allocate work based on availability & expertise. Reach out and engage your clients and nurture relationships. Personalize your email marketing, engage with mobile and influential social network marketing.Starting Price: $2 per user per month -
23
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 -
24
Evolved Metrics CRM
Evolved Metrics
The options available were overpriced and the features too complex for what the organization needed. To boot, an external consultant was usually required to install and implement the CRM for all the users, and even then it was cumbersome to use for most people. Flag important messages from prospective and current clients & use a powerful search tool to quickly track down past communications. Integrate your calendar to get a full picture of your upcoming schedule and sales interactions. See the data and information that matters most to do your job well. Reporting should be clarifying, not confusing. We make sales metrics meaningful, actionable, and idea-generating. With a glance, see where you left off with prospective and current clients & schedule a follow-up to make sure they are taken care of. When a new team member joins your team and takes over an account, quickly transfer all past communications and activities to them, making the transition simple and seamless.Starting Price: $25 per user per month -
25
Blitz
Double A Solutions
Developed by Double A Solutions, Blitz is a web-based sales management software for automating sales and marketing follow-up activities. Blitz enables sales teams across a wide range of industries to plan their sales follow-up activities, execute the plan, and evaluate their sales followup execution. The platform is accessible on any device, anytime, and integrates with leading sales, marketing, and other business systems via APIs.Starting Price: $28.75/month/user -
26
Calendly
Calendly
Calendly is a scheduling automation platform that helps individuals, teams, and enterprises book meetings without the back-and-forth emails. Share custom booking links, set availability preferences, and automate reminders, follow-ups, and calendar syncing. Calendly supports one-on-one, group, collective, and round robin scheduling, with smart features like buffer times, time zone detection, and meeting caps. Integrate with Google, Outlook, Office 365, Zoom, Microsoft Teams, HubSpot, Salesforce, Slack, and more to embed scheduling into your existing workflow. Calendly helps entrepreneurs, sales, marketing, recruiting, customer success, and professional services teams save time, reduce no-shows, and improve the client experience. Built for flexibility and scale, Calendly offers admin controls, reporting, and enterprise-grade security. Sign up for free and simplify your scheduling today—no credit card required.Starting Price: $10 per user per month -
27
LastingSales
LastingSales
LastingSales is the leading platform for consolidating sales leads from various sources, optimizing response times, and revolutionizing lead follow-ups. Our customizable sales pipelines, streamlined lead distribution, and comprehensive progress reports set the standard for sales team management. With a focus on global expansion and leveraging diverse marketing strategies, LastingSales is poised to dominate the B2B SaaS market. As we target various sectors and countries, beginning with the real estate industry, our development of an AI engine strategically positions us for unparalleled success in line with the exponential growth of AI integration in sales processes. -
28
Buopso
Buopso
Buopso is a customizable, user-friendly SaaS platform designed to streamline business processes and boost revenue growth. It offers tailored solutions including Customer Relationship Management (CRM), lead management, approval workflows, invoicing, and form management—all within one unified system. The platform enables smart automation to handle routine tasks, freeing teams to focus on strategic activities. Buopso supports team-specific access controls, improving security and efficiency. Its dynamic dashboard provides data-driven insights to track performance and identify trends. Trusted by diverse industries, Buopso helps businesses build strong customer relationships and accelerate sales cycles.Starting Price: $9.30 -
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CRM-Hub
CRM-Hub
Create as many sales pipeline dashboards as you need. Track your sales processes, business activities, and team recruitment sales funnels anytime and at all times. Every lead generated becomes a front and center opportunity on your dashboard. Once your leads are fed into the CRM-Hub dashboard, you can make as many stages as you want. Move them from stage to stage. Pinpoint their status in the sales cycle. Once a lead or prospect enters into CRM-HUB, it’s stored instantly and neatly with all the contact information you need for a seamless management of your new connection—from suspect to prospect to customer. Your prospects and clients can schedule meetings and calls right on your calendar dashboard, just like any external calendar subscription service you may have. Except on CRM-Hub, the data is all in one place. Your clients can reach you as easily as you can reach them.Starting Price: $99 per month -
30
Leadtrekker
Leadtrekker
As a custom-designed CRM and lead management system, Leadtrekker optimises the sales process in businesses of any size, and in any industry. It can help you improve lead response times within your team, increase accountability, and action every new prospect. Leadtrekker takes customer relationship management to a whole new level with a cloud-based platform that can be accessed from anywhere. Quality communication helps build trust with leads, customers, and suppliers. Leadtrekker can help your company create a reputation of authenticity. Sales, marketing, and customer service can review information updated on the system and take informed action with the data that has been recorded. Management and team leaders can view the status of a customer or lead without having to send an internal email, make a phone call, or plan a meeting. With Leadtrekker, reminders can also be set, as well as auto-responses that buy busy employees some time to respond to potential leads that make contact. -
31
Optimiser
Optimiser
Optimiser provides every type of business a unique and customizable solution to enhance and streamline their processes. An integrated set of tools for your CRM and other vital departments blends seamlessly with your day to day operations, guided by Optimiser's expert support team and an intuitive interface. Grow valuable user profiles and innovate the way you manage customer relationships with powerful CRM. Pipeline drives strong prospect management. Data analytics inform insightful business decisions. Contacts and accounts build data-driven profiles. Collaborative team calendar. Every feature you need to attain growth, integrated on a single platform. Comprehensive, simple and fully-customizable business management software allows companies of any size to increase revenue, enhance processes and deliver tangible results. Boost your high-performing sales team using strong sales strategies, prospect insights, automations and accelerated deal closure.Starting Price: £25 per user per month -
32
Rainbow CRM
Rainbow Riders
Rainbow CRM is a CRM system that we have developed for managing our contacts, leads and follow-ups – simple as that. Rainbow CRM is a CRM system that we have developed for managing our contacts, leads and follow-ups – simple as that. We have built it from the ground up as a custom PHP solution. Our idea was to develop a very simple and easy to use tool that covers the requirements of our daily sales tasks. After using the tool for a while, we decided we have built something fast, simple and easy to use. So we decided we should share it with all our customers, as it can easily be integrated within any company. The beta version of the tool is available for use now and it is completely free for all our friends who want to try it out! -
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Worldsoft Business Suite
Worldsoft
Use the Customer Relationship Management to automate responses, react more quickly, send targeted messages, and keep track of everything. Statistics provides you with relevant data in real-time. Custom statistics can be defined quickly and easily in accordance with your personal requirements. Use WebConnector to easily integrate online forms, shop articles, online bookings, online surveys and customer administration into any static or CMS website. Customer acquisition by autopilot! The sending of personalized emails and automated follow-up emails (FollowUps) and SMS increases sales by 200 to 300 percent. Use Factura to easily and efficiently manage offers, orders, invoices, delivery notes, reminders and articles. Save time by automating work processes. -
34
RepCard
RepCard
RepCard is an all-in-one digital business card solution that empowers sales professionals with a suite of powerful features. With RepCard, you can send your business card to potential clients with ease, receive notifications when they engage with your card, and follow up with leads efficiently. Moreover, RepCard provides a range of advanced capabilities that can help you enhance your sales performance and achieve your goals with greater ease. - Easy card sending to prospects, customers, and partners - Real-time Smart Notifications to track interactions with your card and follow up accordingly - Enhanced lead follow-up capabilities to help you convert prospects into customers - Personalized video introductions to differentiate yourself from the competition - Customizable calls-to-action to drive engagement and conversion - Advanced sales analytics to help you optimize your sales strategy and improve your resultsStarting Price: $20/user per month -
35
Direct Focus CRM
Direct Focus
Direct Focus CRM software gives your sales people the insight to understand customer needs and deliver flawless sales experiences. You can develop lasting customer relationships and secure feature rich support for your sales, service and marketing activities. Our lead management platform enables you to identify and engage top prospects early in the sales cycle. Gain visibility into all customer and lead information. It helps to prioritize leads, and qualify them with guided surveys. By streamlining the link between marketing and sales, you can convert more prospects into customers. With the opportunity management software, you gain insight into prioritized leads to seed your sales pipeline and introduce key contacts to influence the outcome of the sales process and accelerate buying decisions. It also helps you to capture product and sales information in one central place and enables salesforce collaboration. -
36
Funil de Vendas
Funil de Vendas
Simple and essential. This is everything the seller wants! The sales funnel was designed for the sales team to gain time in strategic functions, to add opportunities just click on a single button. Use the crm software to: Manage the b2b / consultative sales team and process. Eliminate spreadsheets and lack of control. Understand sales indicators. Don't miss out on sales opportunities. Beat the goals! Never ever lose customers for lack of follow up! Build relationships throughout the sales process to close more deals. The first and only crm with gamification to ensure commercial team engagement. Engage and motivate salespeople, keep the team running consistently and get feedback to hit the goal every day. The Acceleration Plan is the fastest way to ensure that the Sales Funnel manager and his sales team enjoy the maximum benefits from our CRM. It is not just a matter of configuring the CRM, but of immersing yourself in your sales process based on our methodology. -
37
Funding Gates
FundingGates
Receivables management platform that optimizes your workflows with powerful, integrated features. Create effective workflows, collaborate with your team, follow up better, get paid sooner, increase your cash flows. Bring your team together on a single platform, around a workflow that works for your business. Assign accounts to different roles, streamline follow-up campaigns, view and track performance at all levels of your team. Accelerate your order-to-cash cycle by up to 5x using innovative tools built-in within FG Receivables Manager. Turbo-charge your team’s efficiency and don’t let past due accounts keep your business from reaching new heights. You deserve to get paid. Powerful Reporting & Analytics -- Analyze your account history, generate smarter interactive reports, and user Funding Gates to easily prioritize customer accounts. Funding Gates proactively monitors your receivables and recommends who you should contact next. Eliminate Notepads and Spreadsheets. -
38
Dealership CRM
Dealership CRM
Smart, simple CRM software for motorcycle and powersports dealerships. We make CRM smart and simple so you can build stronger customer relationships, sell more units and save time. Maintain relationships with your existing customers by sending automated service reminders by email or text. Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences. Win more deals by tracking your prospects and your sales’ team as leads flow though your sales pipeline. Take advantage of our existing pipelines – Showroom, Website & Phone calls – or create your own to suit your dealership. Feel in control of your deals as you tailor your pipeline to match your process. Easily spot the deals in need of attention and those about to land. Team up with your favorite apps with 870+ integrations like Shopify, WordPress, and Zapier available, you’ll have all the tools you need to succeedStarting Price: $35 per month -
39
Donarius for Business
Nuverb Systems
Donarius® will make it easy for you to keep track of customers, sales, leads and accounts receivable. Track sales, track customers, print invoices, email invoices as PDFs, lead follow-up to get new customers, customize your customer types and customer characteristics, avoid duplicates by checking for duplicate customers, and more.Starting Price: $47.98 as a one-time payment -
40
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: $19.90/month/user -
41
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 -
42
Bonzo
Bonzo
We are not a CRM, we are Conversation Software. Bonzo helps business owners create conversations at scale and empower their voice through simplicity, automation, and authentic outreach. Easily build automated workflow campaigns through 5-channel follow-up, including sms, email, video, calls, and voicemails. Speak directly to your audience with custom data fields, personalizing your outreach around who they are and what they’re looking for. Respond and converse with your prospects with our mobile app, Bonzo Go. Use our proven, pre-built campaign templates to drive inbound conversations. Get up and running in minutes. Send bulk texts, emails, and voicemails to your database with just two-clicks. Easily manage your people and conversations with simplicity. Remind yourself to get back with a prospect, send documents, or follow-up. Distribute leads to team members in a round robin rotation and track the progress of each lead. -
43
CRM.io
CRM.io
CRM.io offers powerful features to streamline business management. AI Agent simplifies data management through conversational inputs, while Copilot enhances lead enrichment and matching using AI. LinkedIn Automation enables bulk data downloads and RPA actions, and AI Cadence personalizes follow-ups across multiple channels. Lead Enrichment verifies contact information such as emails and phone numbers, while AI Email Bot handles inbound email responses. Essential tools include Contact Management to organize customer data, Sales Automation to transform sales processes, and Lead Scoring for better targeting. Sales Analytics and Deal Management optimize pipeline tracking, while the CRM Chrome Extension allows quick lead syncing. Document Management centralizes files for easy access, and Telephony App enables voice communication with transcription and recommendations, enhancing overall business operations.Starting Price: $39 per month -
44
Chromosis CRM
Chromosis Technologies
Have multiple clients? Things getting out of hand? Do you want to provide the best possible service to each and every client, every time they engage with your organization? Do individuals in your organization have the right tools to perform and achieve the targets? Chromosis CRM software helps you to do just that. Chromosis CRM is tailored according to your organizational needs to offer the tools you need to know everything about your clients, insights of your organization and empower every individual in your organization to deliver consistently and deliver high value customer experiences. Track leads, Convert leads, Retains your customers, get complete visibility of Sales & Marketing in a structured way. Create lead database, get a view of all potentials, reminders of all follow ups. Get reminders from your calendar and track lead communication history. Automatic update database of all leads based on status and convert more leads by timely follow ups. -
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karmaCRM
KARMA Software
Build better customer relationships by enhancing clarity and efficiency through karmaCRM. A fully customizable Customer Relationship Management (CRM) platform, karmaCRM is loaded with features for closing more sales, knowing customers, simplifying and optimizing workflows, and planning and organizing tasks. These include automated templates and reminders, easy access to contacts, information, and history, calendars and task management, email templates and mass email distribution, and so much more.Starting Price: $9.00/month/user -
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Streak
Streak
Keep your pipeline moving. Set up and customize a perfect process for your team no matter the use case or how you work. As simple as a spreadsheet — adding, editing, and collaborating is a breeze. Easily filter, sort, and group your data in any configuration to quickly identify bottlenecks. See upcoming tasks across all your pipelines. Automatically capture data from your contacts and emails. Get notified as things progress through your pipeline by never forgetting a follow-up with tasks and reminders. Work where you’re comfortable — inside your inbox! Built directly inside of Gmail for desktop and mobile, with G Suite integrations (Sheets, Chat, Drive, and more) to help you access and gather your data quickly. Automatically share emails, notes, and call logs with your team so you can pick up where they left off. Access pipeline data alongside your emails and from your pocket so you always have the context you need.Starting Price: $39.00/month/user -
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Leverly
Leverly
You love new inbound form leads. But, hate to lose sales due to ho-hum response and follow-ups. Our lead response software delivers your leads to your reps by phone. Extra revenue is waiting. Your gut tells you that reps aren't calling your web leads fast enough. And they are giving up before they should. You're not speaking with enough of your leads. And if you don't speak to a lead it bites the dust in your CRM. Leverly is the fastest way to contact more of your leads in record time. Leverly gives your reps more time to call leads. We'll tell you who to call and when in order of priority. Stay on top of prospects without thinking. Give your sales reps the superpower to speak to more leads within seconds. They'll close more sales with less time and effort. Leverly easily integrates with your current sales stack. There is nothing for your sales team to learn or log into. Just answer the phone and follow the prompts. -
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HelloLeads
HelloLeads
HelloLeads is an enterprise-class lead capture, lead tracking and lead management solution that’s both cloud-based and mobile-driven, caters to B2B and B2C users. This sales management/contact management software specializes in transforming and solving the pain of every sales professional in managing lead information and scheduling sales follow-ups. This complete lead management solution helps to manage, engage, and convert your leads. HelloLeads helps sales teams to improve conversion rates by providing deeper insights on prospects, driving rapid lead response, and improving selling discipline. This simple and smart lead management solution offers you the tools and capabilities you need to drive engagement with your leads and potential clients at every opportunity, whether at trade shows, exhibitions, field sales, social media marketing, and various other sources. It offers a combination of web-based and mobile (Android and iOS) lead management for large-scale sales teams.Starting Price: $12 per month for 2 users -
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webCRM
webCRM
Increase revenue, nurture customer relationships & analyse performance with our award-winning CRM platform. webCRM helps your sales team with practical tasks. It keeps track of the day’s tasks, remembers follow-ups and quickly puts together call lists or segmented e-mails broadcasts. Yet, those are just some of the many features which allow you and your team more time for customers. Now it has become easier for salespeople in your team to remember all the important follow-ups. Task management on the home page gathers the to-dos for the day. Analyse data and produce quick reports which you can present in the sales meeting. Or use the analysis tool to segment e-mail broadcasts. Get rid of a lot of duplicated work in both the sales team and in the accounting department. Synchronize data from your existing ERP system with webCRM. A new system is only successful when it is used. webCRM is created by experienced salespeople.Starting Price: $23.00/month/user -
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IntelliCRM
IntelliCRM
The IntelliCRM is powered by advanced Sales Acceleration technology with an intelligent dialer that calls the hot prospects first to close deals faster. Make a call to a Lead or Contact with a single click. All those calls including a recording are then automatically logged removing any manual data entry. This will dramatically increase the number of conversations you can have. In addition, there is Local Presence which increases the opportunity of an answer and Play and Go Voicemail which saves precious time and breath. IntelliCRM will dramatically increase sales results by equipping your sales team with right tools to stay in touch with prospects and customers at the right time, allowing no opportunity to slip. With our automated Sales Cadence Sales Agents will easily be able to focus on the opportunities and tasks that are most important and they can ensure every prospect is followed up with until qualified.