Alternatives to OfficeClip Contact Management

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.

Popl is the leading solution for digital business cards and contactless lead capture, built for today’s professionals and teams. Instantly share your info—phone number, email, LinkedIn, calendar, and more—using a tap, QR scan, or custom link. Designed for fast-paced environments like trade shows, events, and on-the-go meetings, Popl empowers users to collect leads instantly, tag contacts, add notes, and push them directly into CRMs like HubSpot, Salesforce, Zoho, and thousands more. With a powerful team dashboard, organizations can manage user access, enforce brand consistency, monitor engagement, and streamline onboarding through Azure or CSV import. Integrated analytics and follow-up automations ensure every new connection drives real business impact. Be part of the future of networking—powered by Popl.

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.

A Complete Call Center Package CallShaper’s cloud-based software solution for call centers keeps things simple. With CallShaper, inbound and outbound call center directors have a simple, dynamic, and flexible platform for efficient call management. CallShaper is designed to reduce costs and increase ROI in Call Centers. CallShaper works with businesses to increase contacts, track agents' performance, manage leads and sales processes, and maximize contacts. Managers can use the drag-and-drop interactive Voice Response (IVR) editor to transfer calls to third parties and other recipients based upon agents' availability, type, and time. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.

Your CRM shouldn't stress you out. Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. 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 that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps. A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits. Give Nutshell a look. We love growing business.

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data 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. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

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.

Lusha helps business professionals establish a fast and true connection with their leads, contacts, and candidates. Today, over 800,000 sales representatives, recruitment managers, and marketers transform the way they engage with their leads, contacts, and candidates by using Lusha on a daily basis.

IXACT Contact is a real estate CRM that makes it easy to manage your contacts, keep in touch with communications, active business, and online presence. All this in one, simple-to-use software. IXACT Contact's unique marketing automation and content will help you become the real-estate professional that your clients remember and prospects want to work with. IXACT Contact agents see an average increase of 55% in their GCI.

Contact Management and Virtual Office Solutions for Network Marketing Experts. Our advanced contact management feature empowers you to monitor every engagement with your clients effectively. The intuitive dashboard is designed to keep your attention on the tasks that propel your business forward. In today’s competitive landscape, email marketing has become essential for every entrepreneur. Our platform enables you to reach out to your contacts either individually or in strategic groups. Create stunning email designs, assign leads to specific campaigns, and your contacts will receive tailored emails directly from you. You'll never miss a follow-up with a client and will always have a clear view of where your leads stand in the sales pipeline. As the leader of your enterprise, leverage our reporting tools to identify which activities are yielding profits and facilitating your business's growth. Remember, the key principle in Network Marketing is replication! Our team management capabilities let you develop training resources, email templates, and standardized communication, making it easy to share these valuable materials across your entire team for consistent messaging. Additionally, fostering an environment of collaboration can significantly enhance productivity and success.

Boost your efficiency, expedite your sales pipeline, and unlock unprecedented revenue potential with ZoomInfo Sales. Create a comprehensive account universe tailored to your Ideal Customer Profiles and connect with decision-makers using an expansive B2B contact database featuring over 65 million direct dial numbers and more than 150 million verified email addresses. Pinpoint and engage prospects early in their purchasing journey by monitoring companies that are actively researching solutions similar to yours online. Discover and reach out to decision-makers from organizations that have shown interest in your business website. Assess customer communications, including calls, meetings, and emails, to implement process enhancements that positively affect your financial outcomes. Develop and implement multi-touch sales strategies utilizing our integrated phone dialer and email solution. Accelerate your sales cycle with ZoomInfo Chat, a user-friendly, data-driven chatbot tool designed for efficiency. Additionally, establish real-time lead notifications to interact with the most suitable buyers, or automate the lead qualification process to allow your internal team to focus on high-impact activities. With these tools, you'll not only streamline operations but also create a more agile sales environment.

OnePageCRM is the first action-oriented sales CRM. It allows small and medium-sized businesses to take control of their sales. Main features: - Next Action Sales: Every lead generated is action - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat

Maintain a comprehensive repository of external organizations that includes customers, potential sales leads, vendors, and various other entities. Ensure that individual contacts are documented for each organization and schedule as well as monitor all related activities for these contacts. Oversee all sales opportunities associated with both current clients and potential prospects. The records should encompass entities that have engaged in communication, which may consist of existing customers, prospective clients, current vendors, potential suppliers, or any organization requiring ongoing communication. Additionally, it is essential to track every sales opportunity in order to analyze and efficiently report on the sales processes for individual salespeople and the company as a whole. Keep detailed information about the origin of leads being pursued to assess where marketing resources should be allocated most effectively. Furthermore, maintain an overview of the current status of every opportunity, including anticipated closing dates, to facilitate timely follow-ups and strategic planning. This systematic approach is crucial for driving sales success and ensuring effective relationship management across all external interactions.

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

CrmOne is an innovative CRM platform that helps businesses scale and enhance their customer relationships. Our all-encompassing solution consolidates marketing and business automation, provides unlimited access to tools & a worldwide CRM system. Our CRM platform is used by over 4,000 organizations in 120 countries. CrmOne is a great choice for companies looking to optimize their CRM process, AI integrate marketing and sales efforts, and achieve global reach, while saving time and boosting growth. CrmOne lets you automatically save leads data, create a user journey, and bring teams together to create an unprecedented sales platform. Create a free website, get richer insights, nurture warm leads, create contact profiles, manage deals, track conversations, schedule appointments, automate workflows, and even simplify your social media posting.

Utilize your current contacts database, available in either an Excel spreadsheet or CSV format, and allow the system to securely store your contacts for all your upcoming projects. You can apply filters to categorize your contacts by various criteria such as country, company, position, or any personalized field you desire, and even save these segments for future marketing campaigns. Once you've selected your target group, you can initiate your first automated email sequence that incorporates both behavioral and time-based triggers, ensuring that the messages feel genuine with the inclusion of personalized snippets. As your campaigns progress, keep an eye on their effectiveness through comprehensive Reports, which will help you convert leads into opportunities and subsequently turn those opportunities into finalized deals. Platformax is an inside sales CRM that leverages over 40 years of sales expertise from our founders, and it has been developed as a modular sales platform aimed at enhancing every aspect of your sales journey, including prospecting, lead nurturing, opportunity tracking, sales fulfillment, order delivery, and post-sales support. By integrating these functionalities, Platformax not only streamlines your sales process but also empowers you to build stronger relationships with your clients through effective communication and follow-up strategies.

ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. Our Franchise CRM boasts leading proposal system technology that can be molded to your unique bidding system, payment processing, Quickbooks integration, online review automation, nurturing, referral request automation, and so much more. Your FranDev or franchisees can visualize their pipelines, potential at risk, and engage candidates seamlessly from one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

Inboundio offers a seamless and secure solution for effectively managing your potential customers, ultimately boosting your leads and sales. With full integration into your Inboundio CRM, you can effortlessly design, send, and monitor visually appealing email marketing campaigns. Additionally, you have the ability to craft targeted landing pages for precise marketing strategies, all through an intuitive drag-and-drop interface that doesn't require any coding expertise. While generating leads is important, closing sales is even more crucial, and Inboundio empowers your sales team in this endeavor. Take charge of your own outstanding digital marketing campaigns and watch your business thrive. The platform not only enhances your marketing efforts but also streamlines the overall process for better results.

Why waste money on CRM software that offers 60-80% of features you won't even utilize? Benchpoint provides top-tier features tailored specifically for startups and small businesses at a fraction of the cost. Its streamlined dashboard design gives your sales team an easy-to-understand visualization of all ongoing deals, simplifying sales pipeline management significantly. You can gain crucial insights into deal progress through effective lead management and lead scoring systems. With just a click, you can review deals won and lost, keeping you informed and in control of your sales processes. Additionally, you can pinpoint stagnant sales areas where progress is lacking, allowing you to take proactive measures to keep your sales pipeline flowing smoothly. By integrating your Google or Microsoft account with Benchpoint, you can conveniently monitor all customer interactions from one centralized location. Furthermore, with the ability to connect with marketing automation tools like Mailchimp, launching email marketing campaigns and sending bulk emails has never been more straightforward, enhancing your overall marketing efficiency. Ultimately, Benchpoint empowers your business to focus on growth without the burden of unnecessary costs.

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

Never let the opportunity to close a deal or follow up with a client slip away again. Growing businesses often face similar challenges, such as losing leads, getting overwhelmed by emails, and forgetting essential follow-ups. The reassuring news? Funnel addresses all these issues effectively. Experience Funnel CRM at no cost for 14 days. This intuitive CRM software simplifies lead tracking, follow-up management, minimal data entry, and ultimately boosts sales. It's as straightforward as that. With our user-friendly form builder, you can easily create contact forms; just paste the provided code onto your website, and you're all set. Submissions from these forms generate deals that are organized in a sales funnel rather than cluttering an inbox. You’ll receive notifications when your messages have been read by clients. Impress your customers with polished, professional proposals, and enjoy support for multiple currencies. Funnel effortlessly constructs and maintains your contacts database using the information gathered from the contact forms, requiring no additional work from you. Plus, you can conveniently respond to your clients using your preferred email application or mobile device. This seamless integration makes managing customer relationships a breeze.

Create, oversee, and profit from your customer database with our automated solution that streamlines contact organization, enables effective tracking of your top clients, and allows for tailored experiences to keep you memorable. It's interesting to note that a mere 20% of your clientele can contribute to 80% of your income, highlighting the importance of optimizing your outreach and revenue generation by effectively managing your existing customer data. By identifying your key customers and engaging them with customized messaging, you can foster enduring relationships that benefit your business. LocalContacts offers a suite of features designed to enhance customer interactions and facilitate database growth through various channels of engagement. Our support teams are committed to ensuring your success, providing assistance every step of the way. With an emphasis on customization, you can personalize everything from your messaging to your branding. Our top-tier features include a user-friendly cloud-based dashboard that simplifies the process of gathering customer data while also providing performance tracking and analysis tools. Prioritizing your most significant customers is crucial for sustained growth and profitability in today's competitive market.

Manage and oversee your aftersales and work tickets, ensuring complete transparency throughout the entire process for all customers. Keep track of customer aftersales inquiries while equipping your teams with essential information, enabling them to respond effectively. Minimize the time spent on coordinating your engineers, empowering them to manage their tasks independently on-site, regardless of whether they are connected to the internet. Achieve comprehensive visibility of the customer experience from initial lead to final invoice, maintaining oversight at every stage. Engage with your customers in real-time, utilizing their preferred communication methods whenever necessary. Additionally, collect actionable and reportable data throughout the process. Connect with customers during crucial moments by setting up customizable triggers, which also provide insights into optimal communication strategies and timings. Furthermore, enhance your ability to make prompt and effective business decisions through access to both detailed data analyses and high-level summaries. This holistic approach ensures that you remain responsive to customer needs while driving operational efficiency.

A framework for overseeing a business's relationships with both existing and prospective clients. Customer Relationship Management (CRM) utilizes technology to streamline, systematize, and coordinate efforts in sales, marketing, customer service, and technical assistance. Sales Force Automation (SFA) features a contact management system that monitors all interactions and follow-up tasks with clients. This is particularly useful for professionals such as designers, architects, real estate developers, contractors, agents, and brokerage firms. Additionally, a wide array of other entities, including nonprofits, online businesses, and tech firms, benefit from this system. Furthermore, service providers in various sectors, such as accountants, lawyers, and consultants, also leverage CRM to enhance their client interactions. This comprehensive approach helps organizations maintain strong relationships and improve overall efficiency.

Sage and Xero's growing CRM. Easy way to empower your sales team, nurture customers, and grow your business. Contact management. All your contacts can be imported from Sage in minutes and synchronized with Xapsys CRM in just minutes. Search engines make it easy to find contacts instantly. You can filter by account manager, company type, city, or city. You can create new companies with different currencies, tax rates, and price bands, and assign them to your account manager. The "find on Maps" widget will save you time and populate all fields that are known from the company's name. Sales pipeline. Track and manage your sales opportunities easily to help you prioritize your work. You can move prospects from one stage of the sales process to the next in just a few clicks. You can customize your opportunity statuses to reflect the steps in your sales process and the certainty percentage that you usually experience for each stage.

Copy2Contact is utilized by both businesses and individuals to efficiently gather essential information regarding clients and potential leads. Seasoned professionals leverage Copy2Contact to reduce their data entry efforts by an impressive 98% while enhancing their accuracy threefold in everyday operations. This tool seamlessly integrates contacts, leads, appointments, and events into platforms like Microsoft Outlook and Salesforce.com on a PC, as well as into the address book on an iPhone. Users can easily extract contact details from sources such as emails, documents, resumes, and websites. Copy2Contact boasts proprietary technology that streamlines the management of contacts and appointments. By capturing complete contact or appointment information in one go directly from the screen, it eliminates the need for manual retyping, thereby minimizing errors and saving valuable time. This innovative solution effectively operates from various sources, including email signatures and web search results, ensuring it fits smoothly into a professional's daily workflow, enhancing productivity and efficiency even further.

With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. No matter what you’re working on, how big or small the task may be, SpinOffice makes it super easy to get stuff done. And best of all, you share all information in the database with your colleagues. That makes SpinOffice CRM the ultimate team application for any small and medium-size business. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.

Auric Prospector serves as a comprehensive CRM solution aimed at assisting businesses in connecting their workforce with operational processes. This on-demand customer management platform provides adaptable and inventive features that enable teams to enhance workflows and oversee their contacts, prospects, and clientele effectively. Furthermore, it boasts an extensive array of tools for managing opportunities or leads, delivering customer service and support, overseeing lists, handling contacts, integrating with ERP systems, as well as reporting and analysis capabilities, making it a versatile choice for various business needs. By centralizing these functions, Auric Prospector empowers organizations to streamline their operations more efficiently.

The NOLA Automation Software is all-in-one software that allows you to build momentum in your business. You can create schedule campaigns broadcast, in-outbound predictive and SMS 2 WAY voice drop and email. With our software you also have the option to email a link to your prospect that will redirect them to their accounts via an online portal.

eTag365 functions as a Sales Relationship Manager (SRM) that can operate independently or in conjunction with a CRM system. It swiftly gathers contact details in a contactless manner using methods such as Cell Number retrieval, NFC Stickers, or Text Scraper technology. This tool also establishes an effective Email Follow-up (Drip) System, allowing you to stay on the radar of your prospects effortlessly with just a few clicks. Additionally, eTag365 includes an opt-out link in its emails, ensuring compliance and user preference. The system takes over the follow-up process automatically, enhancing your prospecting potential. A standout feature of the eTag365 System is its Email DRIP capability, which enables users to craft follow-up messages through a mobile app; while entering contact details, you can activate the Email Drip option to dispatch emails over an extended timeframe. This automation significantly frees up your schedule for prospecting since follow-up calls become optional, unless you choose to engage further. With eTag365, you can streamline your sales efforts and focus more on building relationships.

The Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles.

CRM, finance, workforce management software and many other areas. You can manage every aspect of your company. Select the modules that you need to save time and money. Staffing simplified Our founders have over 20 years experience in the staffing industry. They built and rebuilt an internal platform to help their team work smarter and not harder during that time. One day, a competitor saw the platform our founders had built. She stated that every company in the industry was trying to solve the same problems as their internal platform. She suggested that everyone should have access to their platform. Senegal Software was founded in 2016. The result is a modular platform that allows you to run your business from anywhere on any device. Our software today helps clients save time, money, and increase productivity. We don't stop there. Our team continues to work with clients to find new ways for automating and simplifying staffing.

Highrise is a customer relationship management tool that helps individuals keep tabs on their interactions with clients while also overseeing the progress of deals and connections. Users can seamlessly import their contact lists from platforms such as Outlook, Gmail, and Excel. Additionally, Highrise allows for the inclusion of notes and remarks within each contact's profile. The platform also offers task management capabilities, enabling users to generate tasks, set reminders for various projects, and organize tasks by company, contact, or project. This comprehensive approach ensures that users can maintain effective communication and organization throughout their professional engagements. The user-friendly interface makes it easier for teams to collaborate and stay aligned on their goals.

It is essential to be able to effectively manage all aspects of your business in the Recruitment & Staffing industry. RecruitOnline provides a fully-featured, Cloud-Based SaaS, integrated recruitment business management system that supports agencies ranging from a sole operator through to multi-brand/multi-sector/multi-location staffing businesses. The success of any business depends on its relationships with customers. CRM software is key to managing those relationships and developing them. Email Newsletter module built in - Create, send and track email marketing campaigns. Leads can come in many forms: a reference check, a colleague at a networking event, a referral from a customer; etc. It is important to be able to identify the source of leads and have a system to assign and follow up.

Routzy is an innovative iPad application designed for sales that combines the advanced features of various business tools into a comprehensive mobile sales hub. Transform your leads into loyal customers today by ensuring all communications with prospects and clients are neatly organized in one central location. Ideal for on-the-go sales teams, Routzy swiftly generates optimized sales routes, allowing you to maximize your time in the field. You can craft impressive quotes instantly, enhancing your chances of closing deals while you’re out and about. Furthermore, it enables you to digitize existing paperwork and deploy customized forms to handle various scenarios seamlessly. Elevate your sales presentations to effectively convey your ideas and strengthen your pitches. With Dropbox integration, you can easily access contact information and monitor team activities. Routzy essentially turns your iPad into the quintessential standalone sales tool. In summary, this application merges the robust features and capabilities of multiple business productivity apps into one efficient sales platform, empowering sales teams to operate more effectively.

An efficient online platform designed to streamline contact management for remote teams, we have been in operation since 2007. Our service guarantees 256-bit encryption for all connections, ensuring your contact information remains private and secure. Unlike costly and complex CRM systems, Contactzilla is straightforward and effective for those who simply need to manage contacts without hassle. Your remote teams can stay synchronized in real-time, with the option to access the web interface as needed. Over the past ten years, we have assisted countless remarkable organizations in organizing their contact information. Users can freely add unlimited contacts to an unlimited number of ‘Address Books’ and share these with their teams. Any updates to contacts are immediately reflected for the entire team, enhancing productivity no matter where they are located. Customers appreciate us for the ease with which they can access crucial contact information for clients, employees, and supply chains—all within reach. We are valued for creating a single source of truth for contact data, eliminating the need for messy spreadsheet synchronization. By simplifying the contact management process, we empower teams to focus on what truly matters: their work.

KADO offers an innovative networking platform designed to assist professionals in forging valuable relationships that lead to lucrative deals. By utilizing KADO, deal makers can cut down their contact management time by over 30%. At the core of our mission is the empowerment of business professionals to form significant connections. Tailored for those who prioritize relationships, KADO is equipped with robust networking functionalities that are transforming the traditional networking landscape. The era of paper business cards is behind us; KADO allows you to design and customize your own digital business card, saving time and resources while impressing potential clients with your embrace of modern technology. Additionally, KADO enables seamless synchronization of all your contacts from various platforms, such as Google, Outlook, and your CRM, into a single, user-friendly interface. You can effortlessly monitor your contacts and events by recording, organizing, and sharing notes—all within the application—making networking not just easier, but more effective than ever before. This comprehensive approach to networking ensures that professionals stay connected and organized in a fast-paced business environment.

For two decades, we have been assisting businesses and organizations across New Zealand, which has equipped us with extensive knowledge in contact management. Founded in Dunedin, NZ, Outreach Software Limited began its journey in 2002, specializing in online contact relationship management solutions tailored for small enterprises. From the very beginning, OutreachCRM was designed as an accessible online platform, enabling users to effortlessly keep track of contacts, clients, customers, members, donors, and any other groups that require management. You can easily add, manage, and monitor all essential information related to your contacts, customers, members, or donors. Capture the data that is vital and pertinent to your organization through customizable fields. Input information using drop-down lists, free text, multiple choice, or date fields. Organize your contacts by grouping or tagging them into categories, allowing you to create targeted contact lists, pinpoint specific markets, or facilitate communication with groups. By connecting your contacts, you can also clearly define the nature of each relationship, ensuring effective management and communication. Thus, our expertise and innovative solutions continue to evolve to meet the needs of our clients in this dynamic landscape.

VipeCloud is a complete sales and marketing customer relationship management solution (CRM). It's designed to help small and midsize businesses streamline their marketing operations and track their sales. The key features include lead generation and prioritization, multi-channel communication, engagement analysis, and an autoresponder. VipeCloud provides the support you need in order to get more customers. Your team and you will quickly accelerate your growth with VipeCloud's email marketing, sales automation, and CRM. With workflow automation and lead scoring, empower your sales team to prioritize the most important leads. A simple marketing-to sales handoff can help you grow your sales. You can rest assured that our US-based support team is the best in the industry and will be there for you every step of your journey.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Raklet is a membership management software that can help you grow your business. Your audience can be monetized through newsletters, memberships, and other digital tools. Easy import of contacts and creation of custom fields. Automate your messages via different channels. Collect one-off and recurring payments. Automate reminders & invoices. You can be there for your employees wherever they are. Our mobile app for Android and iOS allows you to engage with your members anywhere you are. We can also create a custom mobile app for you. Engage your audience through various channels such as private messages, newsletters, events, and more. Your members will feel more engaged when you create their digital membership cards. Zoom integration is available to track attendees at online events. Raklet's membership management tools allow you to manage your entire organization from one platform.

ActivePipe is a cutting-edge email marketing tool that leverages smart automation to cultivate client relationships and drive lead generation. Tailored specifically for the unique needs of real estate agents, ActivePipe empowers users to forge connections on a large scale while revealing hidden potentials within their client database. Experience the seamless benefits of email automation as it works in the background to nurture your clients and expand your reach. After an initial setup, ActivePipe continuously guides your prospects through the sales funnel, ensuring you connect with high-quality leads every single day. This allows you to focus more on closing sales rather than spending time on marketing efforts. Leading agents are capable of responding to all their leads within 100 minutes, and ActivePipe simplifies this process by pinpointing valuable prospects who are poised to buy or sell immediately. With leads sent directly to your inbox right when potential clients are ready to make a move, you can anticipate their needs even before you engage with them over the phone. In this way, ActivePipe not only streamlines your workflow but also enhances your overall efficiency in the competitive real estate market.

SalesOptima is the perfect solution for individuals or businesses that do not require a comprehensive CRM software system. This web-based contact management tool is fully integrated and equipped with everything needed to efficiently operate a small enterprise. The homepage is designed for easy access to your contact details, enabling you to manage and engage with your contacts effortlessly. It can be accessed from any computer or mobile device, ensuring that you always have your essential business information at your fingertips. With our Sales Optimization features, you can enhance productivity by accomplishing more tasks in a shorter amount of time. SalesOptima empowers you to create various web forms to gather data from your website, kickstart sales and automate workflow campaigns, among other functionalities. You will have complete oversight of the intervals between workflow events, allowing you to design and uphold tailored processes for sales, marketing, and customer service. This flexibility ensures that you can adapt your strategies to meet the unique needs of your business, ultimately driving greater success.

Our comprehensive management system includes features for tasks, appointments, SMS, email, and payment processing, designed to efficiently oversee your contacts. Non-profit organizations and membership-based businesses can greatly benefit from the ability to maintain ongoing communication and manage recurring charges. You can quickly organize, oversee, and monitor every facet of your contacts or customers. The system includes intake forms, web forms, quote management, invoicing, policy and sales tracking, as well as payment processing through ACH and credit/debit cards. Additionally, appointment reminders are sent via SMS and email to ensure you never miss an important meeting. Contact types can be categorized, allowing you to group them by type, and you can create custom contact lists for mass email or SMS campaigns, enhancing your outreach strategy. Furthermore, this robust system simplifies the administrative tasks that often consume valuable time, enabling you to focus on your core mission or business objectives.