Average Ratings 11 Ratings

Total
ease
features
design
support

Average Ratings 4 Ratings

Total
ease
features
design
support

Description

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

Description

Looking for a CRM that does more than just manage contacts? SalesNOW CRM is a complete solution that simplifies sales, tracks leads, and boosts productivity across your team. Create stunning proposals and complex quotes that impress clients and help close deals faster. With mobile and web access, you can stay connected and in control wherever you are. What makes SalesNOW different? Unlike other platforms—where 50% of CRM implementations fail—SalesNOW is committed to your success. Our Business Analysts customize the system to fit your needs, while dedicated Account Managers ensure every user is fully trained and ready to maximize its potential. Choose SalesNOW CRM for a tailored, reliable solution that grows with your business and ensures long-term success.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Constant Contact Yes 
Gmail Yes 
Mailchimp Yes 
Microsoft Outlook Yes 
AbacusLaw Yes 
CustomerHub Yes 
DilogR Yes 
DoorLoop Yes 
DropFunnels Yes 
Dropbox Yes 
Higher Logic Thrive Yes 
Hyperise Yes 
Leverly Yes 
Motileo Yes 
OptiMonk Yes 
Robly Yes 
SaveMyLeads Yes 
SocialSign.in Yes 
Sync2CRM Yes 
TrueMail Yes 

Integrations

Constant Contact Yes 
Gmail Yes 
Mailchimp Yes 
Microsoft Outlook Yes 
AbacusLaw No 
CustomerHub No 
DilogR No 
DoorLoop No 
DropFunnels No 
Dropbox No 
Higher Logic Thrive No 
Hyperise No 
Leverly No 
Motileo No 
OptiMonk No 
Robly No 
SaveMyLeads No 
SocialSign.in No 
Sync2CRM No 
TrueMail No 

Pricing Details

$40 per month
Free Trial Yes 
Free Version No 

Pricing Details

$24.95/month/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Keap

Founded

2001

Country

United States

Website

keap.com

Vendor Details

Company Name

Interchange Solutions

Founded

1991

Country

Canada

Website

getstarted.salesnow.com

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling No 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments No 
Room Booking Management No 

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator No 

Campaign Management

Channel Management No 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

Contact Management

Activity Management No 
Appointment Management No 
Contact Database Yes 
Contact History No 
Contact Import/Export Yes 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter No 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Customer Communications Management

Batch Communications Yes 
Chat / Messaging No 
Content Management Yes 
Email Distribution Yes 
Interactive Content No 
Multi-Channel Communications No 
On-Demand Communications Yes 
Personalization Yes 
Print Management No 
Template Management Yes 
Video Content No 

eCommerce Marketing

AB Testing No 
Abandoned Cart Email No 
Analytics / ROI Tracking No 
Customer Data Profiles No 
Dynamic Content No 
Email Marketing No 
Email Personalization No 
Facebook Ads No 
Google Ads No 
Product Recommendations No 
Push Notifications No 
Retargeting No 
SMS Marketing No 
Search Marketing No 
Segmentation No 
Signup Forms & Popups No 
Social Marketing No 
Triggered Emails No 
Website Visitor Tracking No 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Lead Nurturing

A/B Testing Yes 
Campaign Management Yes 
Drip Campaigns Yes 
Lead Capture Yes 
Lead Notifications Yes 
Lead Scoring No 
Lead Segmentation Yes 
Performance Metrics Yes 
Personalization Yes 
Pipeline Management Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Quoting

Automated Quoting No 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator No 
Proposal Management No 

Product Features

CRM

SalesNOW CRM serves as a comprehensive platform designed to enhance sales processes and customer relationship management. Effortlessly monitor contacts, leads, deals, and overall performance while remaining connected through either mobile devices or the web. What sets SalesNOW apart from other CRM solutions is our unwavering dedication to the success of your CRM integration. With statistics showing that nearly half of all CRM systems are discarded within two years, SalesNOW distinguishes itself by offering outstanding assistance. Our Business Analysts work closely with you to customize the platform according to your specific business requirements, and our dedicated Account Managers provide training for your team to fully utilize every feature available. This results in a CRM that adapts to your needs, instead of the other way around. Enhance your team's capabilities, increase productivity, and achieve sustainable outcomes with SalesNOW CRM—the solution crafted to ensure your success.

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Insurance CRM

Enhance your client management processes and expand your business portfolio with SalesNOW CRM, specifically tailored for professionals in the insurance sector. Effortlessly monitor policies, oversee renewals, and cultivate client relationships. With both mobile and web access, you can maintain connections with clients and prospects no matter your location. What sets SalesNOW apart is our outstanding support. Our Business Analysts will adapt the platform to suit your specific insurance workflows, while Account Managers provide comprehensive training to ensure your team can fully utilize all features—from lead management to tracking renewals and claims. Elevate your efficiency, boost client retention, and grow your business with SalesNOW CRM—the reliable ally for the insurance industry.

Lead Management

Seamlessly manage, monitor, and develop your leads with SalesNOW CRM. Tailored for organizations that prioritize lead management, SalesNOW simplifies every step—from recognizing potential clients to finalizing sales. Access real-time analytics, rank your leads effectively, and guarantee that no opportunity goes unnoticed. What sets SalesNOW apart? Given that half of CRM systems are discarded within a two-year timeframe, our committed Business Analysts personalize the software to fit your specific requirements, while Account Managers provide comprehensive training to empower your team in transforming leads into loyal customers. Transform potential clients into lasting partnerships with SalesNOW CRM—the intelligent solution for effective lead management.

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Marketing

Marketing experts require a CRM that enhances their campaigns and simplifies lead management. SalesNOW CRM equips you with the tools to effortlessly capture, nurture, and convert leads. With the ability to manage contacts, monitor campaigns, and evaluate outcomes, you can make informed decisions—all from a single platform that is available on both mobile and desktop. What makes SalesNOW stand out? Unlike the 50% of CRM systems that falter within two years, we provide exceptional support to ensure your success. Our Business Analysts work with you to tailor the CRM to align with your marketing processes, while our Account Managers offer training to help your team fully leverage its capabilities. Elevate your marketing strategy by increasing engagement, streamlining campaigns, and tracking return on investment with a CRM built for results. Opt for SalesNOW for outcomes that endure.

Sales

Sales teams require a CRM that matches their dedication and effort. SalesNOW CRM streamlines the management of contacts, tracking of leads, and finalization of deals, allowing you to maintain organization and concentrate on what truly matters—achieving your goals. With both mobile and web functionality, your team can work efficiently from anywhere. What sets SalesNOW apart from other solutions is its design for optimal success. While many CRM implementations fall short, our Business Analysts customize the system to align with your specific sales process, and our dedicated Account Managers guarantee that your team is thoroughly trained to make the most of every feature. Increase your deal closures, monitor performance, and boost revenue with SalesNOW CRM—the essential tool for achieving sales excellence.

Sales Force Automation

Enhance your sales operations with SalesNOW CRM, the premier solution for automating your sales force. Effortlessly handle contacts, leads, deals, and activities while streamlining monotonous tasks, allowing your team to focus on what truly counts—closing more deals. Available on both mobile and web, SalesNOW empowers your team to stay productive no matter where they are. What sets SalesNOW apart from other platforms is our commitment to your success through exceptional support. Our Business Analysts tailor the system to fit your specific sales processes, and our Account Managers offer extensive training to ensure your team fully utilizes every feature. Elevate your sales team’s performance, boost efficiency, and achieve outstanding results with SalesNOW CRM—your dedicated automation partner for sales excellence.

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Sales Tracking

Take charge of your sales process with SalesNOW CRM, an ideal tool for monitoring deals, evaluating performance, and tracking progress. Experience immediate insight into each phase of the sales cycle, pinpoint high-potential opportunities, and leverage data-driven insights to enhance revenue. With both mobile and web access, your team remains connected and updated from anywhere. What distinguishes SalesNOW from the rest? While half of CRM solutions fall short, our Business Analysts customize the platform to meet your specific sales tracking requirements, and Account Managers ensure your team receives comprehensive training to maximize its potential. Elevate your sales performance with SalesNOW CRM—your ally in achieving success.

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

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