Compare Lua CRM vs. Trevion CRM

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its 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.

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

Aircall transforms business communications with an intelligent, cloud-based phone system built for modern sales and customer support. More than just a calling tool, it provides an all-in-one hub that connects phone, SMS, and WhatsApp conversations in a single platform. Its AI Assist Pro feature delivers real-time coaching during calls and simplifies follow-up, enabling reps to sell smarter and resolve support issues faster. Teams can leverage advanced capabilities like call routing, IVR, analytics dashboards, and power dialers to maximize efficiency. With integrations across Salesforce, HubSpot, Zendesk, Intercom, Shopify, and 250+ other apps, Aircall seamlessly fits into existing workflows. Businesses benefit from reliable call quality, international number coverage, and scalable features that grow with their needs. Customer stories highlight improvements such as a 4% increase in CSAT scores and the ability to process 25,000+ calls per month with stability and ease. Aircall makes customer conversations more personal, productive, and impactful—without the complexity of traditional systems.

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Portal Wholesale is an all-in-one wholesale CRM and B2B marketplace platform created to help fashion brands, showrooms, and wholesale sales teams manage their entire sales process in a single system. The platform combines CRM functionality, order management, Gmail integration, meeting scheduling, asset sharing, and inbound buyer discovery tools specifically designed for wholesale sales workflows. Portal Wholesale enables sales reps to manage accounts, contacts, orders, deals, and outreach directly from Gmail while automatically syncing communication, tasks, and buyer engagement into the CRM. The system supports seasonal wholesale operations with built-in linesheets, product catalogs, shipment tracking, order visibility, and integrations for Joor and NuOrder. Brands can organize sales pipelines by season, rep, region, or market while managers gain real-time reporting and forecasting visibility without relying on spreadsheets. Portal Wholesale also includes a marketplace where over 150,000 retail buyers actively discover and source wholesale brands, generating inbound leads that automatically flow into the CRM pipeline. The platform offers tools for scheduling market appointments, sharing tracked linesheets and lookbooks, monitoring buyer engagement, and managing wholesale relationships from prospecting through order fulfillment. Designed specifically for fashion wholesale rather than generalized sales teams, Portal Wholesale supports the unique operational structure of wholesale businesses including markets, trade shows, showroom appointments, sizing, SKUs, seasonal product launches, and buyer relationship management. The platform positions itself as a modern alternative to spreadsheets, disconnected tools, and generic CRMs.

ShareCRM is a comprehensive, AI-powered enterprise CRM solution built to seamlessly connect people, processes, and data. It manages the full customer lifecycle by integrating marketing automation, sales force automation, and service management in one unified platform. Businesses can engage customers across multiple channels, including websites, email, social media, and messaging apps. ShareCRM centralizes lead and customer data to create 360-degree profiles that help teams identify and prioritize high-value opportunities. Its sales tools support multi-stage pipelines, flexible pricing, quoting, and ERP integrations for order fulfillment. The platform also enhances service delivery by managing service requests, vendors, expenses, and on-site assessments. Collaboration features enable smooth communication, task tracking, and internal approvals across teams. With AI-driven insights and business intelligence reporting, organizations gain visibility into performance and ROI. Low-code customization allows companies to tailor workflows, interfaces, and permissions to their needs. ShareCRM empowers enterprises to scale operations while maintaining control and agility.

Aesthetic Insight is a comprehensive, cloud-based software solution that adheres to HIPAA regulations, specifically designed for medical spas and aesthetic clinics, integrating various functionalities such as scheduling, online booking, point-of-sale, and membership management into a cohesive platform. It allows clinics to manage online appointments with resource-based availability, streamline their intake and consent processes digitally, and oversee bundled service memberships with automated billing features. Additionally, the platform facilitates online product sales through its integrated ecommerce capabilities and enhances client engagement with personalized marketing campaigns. By consolidating front-desk operations, treatment records, and inventory management within a single interface, it simplifies clinic operations significantly. Moreover, the system includes advanced features like calendar management, client segmentation, automated reminders, and tracking for package redemptions, ensuring a seamless experience for both staff and clients. This holistic approach not only improves efficiency but also fosters stronger relationships between clinics and their clientele.

Built by a small business for small businesses, Flowlens delivers end-to-end business management software designed specifically to meet the needs of SME manufacturers. Use Flowlens to support your growth as you add customers, suppliers, stock and scale to your manufacturing business, From purchasing to sales to stock management, production and quality control, Flowlens integrates seamlessly with cloud accounting applications, ends data entry duplication and empowers you with full supply chain visibility across your manufacturing business.  Optimise productivity. Whether you’re looking to replace paper and Excel based processes or older legacy systems, implementing Flowlens provides you with a proven pathway to boosting profitability and establishing data integration across your business functions.  Deliver financial visibility across your supply chain. Connect Flowlens with your accounting applications, and you’ll remove data double entry between functions and establish full online reporting visibility across all your operations.  Enhance stock control. Pinpoint your near and long term materials requirements through Flowlens capacity planning and multi-level BOM management.  Drive supplier management. Move your supplier management processes online with Flowlens. Simplify and streamline supplier negotiations and maximise your cost and quality position through Flowlens RFQ management functionality.  Engage online with your customers and secure more business. Use Flowlens CRM functionality to ensure you remain ahead of the competition when engaging with your customers. Miss nothing and follow up on all sales opportunities in real time.

Project management is as efficient as it gets. Zoho Projects, a cloud-based project management software, helps you plan and track your work efficiently. It also allows you to collaborate with your team from anywhere. To get things done on schedule, plan your project activities, assign work, manage your resources, and collaborate better with your team. Gantt charts can be used to create your project plan and track your tasks. Zoho Projects helps you keep track of your key tasks and their dependencies and shows you any deviations from your planned progress. Reduce time spent on repetitive tasks. Our project management software is easy to use, no matter how complex your process is. It has a drag-and drop interface that makes it easier to create and deploy new automations. The Projects timesheet module allows you to log both billable and unbilled hours. You can record every minute of your hardwork, manually or with timers. Our built-in integration with Zoho Invoice generates invoices.

WEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market.