Best SalesFundaa CRM Alternatives in 2025
Find the top alternatives to SalesFundaa CRM currently available. Compare ratings, reviews, pricing, and features of SalesFundaa CRM alternatives in 2025. Slashdot lists the best SalesFundaa CRM alternatives on the market that offer competing products that are similar to SalesFundaa CRM. Sort through SalesFundaa CRM alternatives below to make the best choice for your needs
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Sogolytics
Sogolytics
863 RatingsSogolytics, an experience management platform, allows companies to collect, analyze and use employee and customer data to drive business growth. Sogolytics is used by organizations across all industries to track interactions at all touchpoints with customers and employees. The best-in-class reporting delivers real-time, actionable insights that help to prevent and mitigate potential problems. SogoCX improves every aspect of a company's customer experience. This means improved conversion rates, simplified data management, and understanding customers to increase return on investment. Organizations can use SogoCX to measure key metrics like NPS, CSAT and CES. SogoEX software is used by organizations to collect and use data to improve engagement and reduce turnover. This platform allows HR and leadership to drive organizational changes through real-time feedback collection and employee engagement. -
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Freshsales
Freshworks
$9 per user per month 14 RatingsStop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads. -
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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.
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Smart, simple online CRM. You can build stronger customer relationships, increase sales, and save time. Organize all your customer information in one place. You can track conversations, see the history, and provide more personal experiences. You can tailor your sales pipeline to suit your sales process and spot deals that need your attention or are about to land. With our insightful reports, you can easily identify the activities that have the greatest impact on your sales figures and make better business decisions. You can use Shape Capsule to organize your teams and ensure they only see what they need. Report on their progress and focus their activity. Capsule integrates seamlessly with popular apps such as G Suite and Mailchimp. Capsule Mobile provides caller ID and reminds to save a note in your CRM every time you call. All Capsule features are available on Android and iPhone.
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SalesBuilder CRM
Computer Presentation Systems
1 RatingSalesBuilder CRM, a cloud-based 4-in-1 CRM software for homebuilders, will fulfill all your marketing and sales needs. You can capture and nurture prospects, manage recorded sales, track option selections, and generate contracts. SalesBuilder CRM has marketing features that allow you to connect with prospects and record activity. These include email follow-up, phone log, and letters for mailing. Record prospect information and assign actions. Register at sales offices manually, import website leads, or import 3rd-party leads from Zillow. Realtors, BDX, and others. SalesBuilder CRM includes all the necessary tools to sell, starting from the beginning: creating scenarios, managing sales details, adding options, and generating contracts using optional DocuSign integration. Our CRM software for homebuilders allows you to capture leads, record important information, and promote prospects to potential homebuyers. Users can create their own registration cards so that all information is captured. -
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ZoomInfo Sales
ZoomInfo
1 RatingBoost 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. -
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eRep
Revalize
$75/user/ month eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers! -
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Enhance customer loyalty and boost revenue with Sage's cloud-based CRM solutions. CRM, which stands for Customer Relationship Management, serves as a method for monitoring and managing interactions with potential clients, leads, and existing customers throughout every phase of a company's sales process. While ERP solutions allow you to concentrate on business operations, CRM tools are designed to prioritize customer engagement. By organizing and automating communication and activities across all customer-facing departments—such as sales, marketing, and customer support—CRM software empowers businesses to strengthen their customer relationships. Utilizing cloud-based CRM systems introduces a level of automation that helps organizations operate more smoothly and efficiently. Additionally, the centralization of customer interactions in one location allows your team to cultivate and maintain these relationships at every stage of the journey. Ultimately, implementing a robust CRM system can lead to sustained growth and improved customer satisfaction.
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Paramantra
Paramantra
Seamlessly oversee your sales team using advanced sales CRM software, boasting a 97% success rate in implementation across more than 250 organizations. Choose from over 250 customizable features tailored specifically to suit your business needs. Access the CRM system anytime, anywhere, on any device, consolidating all customer interactions into a single dynamic platform. This enables you to make well-informed decisions with rapid and precise data at your fingertips. Paramantra empowers the frontline teams of the leading provider of induction solutions to respond quickly and enhance decision-making processes. Revolutionize your cooperative banking operations with a solution that boosts transaction efficiency by 23% and guarantees 100% lead management. Additionally, Paramantra’s Real Estate Sales CRM Software addresses the sales and marketing hurdles faced by one of India's largest property developers. The integrated telephony feature allows this major retailer to monitor all service requests and ensure that no customer inquiries go unanswered, ultimately improving customer satisfaction. With such innovative solutions, businesses can transform their operational effectiveness and thrive in competitive markets. -
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Dealership CRM
Dealership CRM
$35 per monthDealership CRM is a Smart, simple CRM software to support motorcycle and powersports dealerships. Our powersports CRM software makes it easy to build stronger customer relationships, sell more units, and save time. Keep in touch with your customers by sending them automated service reminders via email or text. Organize all your customer information in one place. You can track conversations and know the history to deliver more personal experiences. Tracking prospects and your sales team to win more deals. Leads flow through your sales pipeline. You can either take advantage of our existing pipelines (Showroom, Website, and Phone Calls) or make your own to fit your dealership. You can take control of your deals by tailoring your pipeline to suit your needs. You can quickly spot deals that need your attention and those you are about to land. You'll be able to collaborate with your favorite apps, with 870+ integrations such as Shopify, WordPress, Zapier, and more, to have all the tools you need. -
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CRM-Hub
CRM-Hub
$99 per monthYou can create unlimited sales pipeline dashboards tailored to your needs, enabling you to monitor your sales processes, business activities, and recruitment funnels at any time. Each lead that is generated is prominently displayed as an opportunity on your dashboard. After integrating your leads into the CRM-Hub dashboard, you have the flexibility to create multiple stages, allowing you to transition leads through the sales cycle while clearly identifying their current status. When a lead or prospect is entered into CRM-Hub, all relevant contact information is organized instantly for efficient management of your relationship—from initial suspect to fully converted customer. Moreover, your prospects and clients have the convenience of scheduling meetings and calls directly through your calendar dashboard, functioning similarly to any external calendar service. However, with CRM-Hub, everything is consolidated into one accessible location, making communication effortless for both you and your clients. Ultimately, this streamlined approach fosters stronger connections and enhances overall productivity in your sales efforts. -
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Meon CRM
Meon Technologies
Meon Customer Relationship Management Software is an all-in-one solution that helps more than 10,000 Indian businesses simplify and unify sales, marketing, and customer support workflows on a single platform. It provides department-specific role-based workspaces, allowing teams to collaborate efficiently while enabling admins to maintain oversight. The platform includes features such as task assignments and comment threads within lead profiles, comprehensive activity timelines to track accountability, and live dashboards that align sales, marketing, and support KPIs. Meon supports lead management, sales automation with follow-ups and reminders, targeted marketing campaigns via email and SMS, and robust customer support tools including ticket management and query resolution. The CRM offers real-time analytics and reporting to enable smarter business decisions, all accessible through mobile apps on Android and iOS. Tailored for the Indian market, it integrates seamlessly with regional tools like WhatsApp, email, and phone call systems. Pricing plans are transparent and scalable, catering to businesses of various sizes with no hidden costs. The software’s smart automation and customization features make it a valuable tool for boosting sales and enhancing customer experiences. -
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Opmetrix
Opmetrix
Experience seamless CRM, sales, and merchandising capabilities from any location with SAP Business One, which equips your sales team with up-to-date master data, pricing, and inventory levels while engaging with customers in the field. A diverse range of features is at your disposal for executing in-store tasks, such as processing sales transactions, conducting in-store surveys, tracking objectives, and accessing CRM data, including photos and notes from calls. Sales representatives using Opmetrix can significantly enhance their sales efforts and have essential information readily available. Additionally, Opmetrix dashboards provide management with valuable insights into sales activities, customer interactions, and performance trends. By leveraging GPS tracking and geo-fencing, Opmetrix facilitates real-time reporting and activity updates, giving management a comprehensive view of ongoing business operations. This level of transparency empowers leaders to make informed decisions based on real-time data. -
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Aptean CRM
Aptean
$60 per monthAptean CRM offers leading industry practices aimed at enhancing customer relationships and bolstering your competitive edge. Are you prepared to achieve measurable business outcomes while managing risk and minimizing costs? This CRM solution provides a comprehensive overview of your customer interactions. It is specifically crafted to equip your organization with precise data on sales, marketing, and customer service, ensuring that all teams collaborate effectively and stay organized. With an extensive record of marketing initiatives, sales activities, and service engagements, along with insights into customer traits and preferences, Aptean CRM software empowers you to optimize every customer interaction and make informed decisions based on up-to-the-minute data. Furthermore, Aptean CRM is designed to simplify your business operations and automate routine tasks, which helps conserve both time and financial resources. The software assists your team throughout the sales cycle, from arranging appointments and sending follow-up reminders to composing emails and creating quotes, thereby enhancing overall efficiency and productivity. Ultimately, Aptean CRM not only supports operational excellence but also fosters long-lasting customer loyalty. -
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Kavkom
Kavkom
Experience the ultimate phone system that comes with an integrated CRM for seamless communication. Effortlessly manage your calls using the system along with international virtual numbers; streamline your prospecting efforts and enhance customer relationships through the user-friendly and robust Hybrid CRM that includes features like contacts, calendar, and email management. Leverage the power of the Predictive Dialer to elevate your outbound campaigns and improve the efficacy of your sales prospecting teams. Equip your agents with the tools they need to surpass their conversion targets by linking them to our Hybrid CRM for comprehensive tracking. Generate new leads with ease through the expansive reach of the Kavkom Call Robot, which lays the foundation for your sales teams by delivering tailored messages to millions of prospective clients. Convert the most engaged prospects using the specialized CRM tools provided, while managing your phone network with a variety of customizable options for a user-friendly experience. Ultimately, this system not only simplifies communication but also empowers your sales strategy to achieve unprecedented success. -
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SalesGrow
WTM IT
SalesGrow CRM offers a highly customizable platform for enhancing customer relationship management across various business types. This software streamlines marketing strategies, sales monitoring, inventory management, and customer support into a single, cohesive system. Designed to cater to businesses of all sizes—whether small, medium, or large—SalesGrow CRM stands out as one of the premier CRM solutions available. Developed in India, it provides complete enterprise-level functionalities, making it suitable for any industry. With SalesGrow CRM, organizations can effectively manage their customer interactions with ease and efficiency, ultimately leading to improved business outcomes. -
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Pype Intelligent CRM
Pype.co
1 RatingLaunch diverse, multichannel marketing campaigns from a single platform, ensuring that your sales team receives qualified leads primed for outreach. Achieve your growth objectives by equipping both your marketing and sales teams with a robust pipeline to engage with. Drive consistent revenue by streamlining marketing and sales processes, effectively sealing any gaps in your sales funnel. Seize every active opportunity without fail. Obtain contact details tailored to criteria such as geographic area, company size, industry, job titles, and technology through prospect websites, B2B social media platforms, or from our extensive database comprising over 200 million contacts globally. Empower your marketing team with top-tier leads to enhance their efforts. This comprehensive approach not only boosts efficiency but also fosters stronger connections with potential clients. -
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Direct Focus CRM
Direct Focus
Direct Focus CRM software empowers your sales team with the necessary insights to comprehend customer preferences and provide seamless sales experiences. This platform fosters the development of enduring customer relationships while offering comprehensive support for your sales, marketing, and service operations. Through our advanced lead management system, you can pinpoint and connect with top prospects at the beginning of the sales cycle. It provides a clear view of all lead and customer data, allowing for effective prioritization and qualification through guided surveys. By enhancing the connection between marketing and sales, you can successfully convert a higher number of prospects into loyal customers. The opportunity management features grant you valuable insights into prioritized leads, effectively nurturing your sales pipeline and introducing essential contacts to sway the sales process and hasten purchasing decisions. Furthermore, this solution centralizes product and sales information, facilitating collaboration among your salesforce and ensuring everyone is aligned towards common goals. Ultimately, Direct Focus CRM not only streamlines your sales efforts but also enhances overall productivity and results. -
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Merlin CRM
Merlin Business Software
Merlin provides users with an unlimited number of company and contact records, and in addition to the typical fields found in CRM systems, it offers around 40 customizable fields for tailored data storage and reporting. To enhance user experience, Merlin features a smart, dynamic menu that anticipates and displays the most relevant options based on the current page, eliminating the need for excessive navigation. Furthermore, the platform's fully integrated design ensures that all activities are logged against the corresponding contact, preventing data duplication and maintaining a comprehensive historical record. The Customer Relationship Management (CRM) module empowers a proactive sales team by automatically filling their calendars with appointments for upcoming periods, whether that be the next month, week, day, or a specified date range. This functionality also extends to your Accounts and Purchasing departments, aiding them in tracking payments and deliveries effectively. By streamlining communication and record-keeping, Merlin enhances overall operational efficiency. -
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Expedify
Expedify
$25/month Expedify is a cutting-edge CRM that utilizes artificial intelligence to revolutionize the way companies handle their customer interactions. In contrast to conventional CRMs, Expedify is proactive and dynamic, offering real-time insights and automating communication to enhance decision-making processes. Highlighted Features: - Intelligent Automation: Anticipates customer actions, delivers tailored messages, and streamlines workflows for efficiency. - Interactive Multichannel Engagement: Facilitates direct communication across platforms like WhatsApp, eliminating the need for external applications. - Automated Customer Journeys: Tailors interactions and oversees the progression of leads from initial contact through to conversion. - Advanced Predictive Analytics: Leverages AI to project customer behaviors, enabling more informed sales and marketing strategies. Additionally, Expedify's innovative approach ensures that businesses can foster deeper connections with their clients, ultimately leading to increased customer satisfaction and loyalty. -
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Small businesses that sell B2B can use a simple but powerful CRM. It automates your CRM using existing data to build better relationships with customers and increase sales. It is a visual, intuitive and simple-to-use sales tool. Built on happiness, with the latest tech, for humans.
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SuperAGI SuperSales
SuperAGI
$75/month SuperSales is a comprehensive AI-driven sales platform designed to enhance your revenue without the need for a large sales force. It empowers SuperSales agents to organize and prioritize sales activities, conduct research and outreach to prospective clients, track deal health, and maintain your CRM, among other functions. By integrating all your disparate go-to-market technology tools—including lead data, sales engagement, dialers, meeting scheduling, and CRM—into one robust platform, SuperSales simplifies the sales process. This platform fosters collaboration between your sales representatives and AI agents, enabling them to effectively drive sales engagement and create a pipeline of qualified leads that translates into revenue. With a dynamic lead database boasting over 275 million contacts and 75 million companies, SuperSales ensures that your data is continuously gathered, curated, updated, and verified by intelligent agents. Moreover, SuperSales reshapes the CRM landscape for an AI-focused environment by merging the system of record and system of action, all driven by AI agents managing your customer information seamlessly. This innovative approach not only increases efficiency but also empowers sales teams to focus on building relationships and closing deals. -
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Contact & Sales Manager
Accura Software
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. -
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Ricochet360
Ricochet360
$100.00/month/ user Ricochet360 serves as a comprehensive solution that combines dialer functionality, CRM capabilities, and marketing automation tailored for enterprise-level call centers, as well as sales and customer service teams. By utilizing Ricochet360, teams can expedite the process of contacting leads and securing deals, efficiently oversee all interactions with prospects, manage calls and emails, route inbound phone inquiries, and simplify various marketing and sales activities from a single platform. Additionally, the platform offers extensive customization options, allowing it to align perfectly with a team's unique requirements and financial considerations, enhancing productivity and effectiveness. Ultimately, this versatility makes Ricochet360 a valuable asset for organizations looking to optimize their sales and customer engagement efforts. -
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ConvergeHub
ConvergeHub
$11.00/month/ user CRM Customer Lifecycle Management CRM, From cold prospects to happy customers for life. All customer information and activities in one place. With powerful automation and easy-to-customize sales processes, you can sell smarter and close more deals faster. Boost your ROI by launching effective marketing campaigns, finding more customers interested in your products, and increasing your customer base. Agents can deliver a delightful customer experience and create long-lasting relationships with customers by giving them 360-degree views. Track products and services, create custom invoices and send them easily, manage discounts, track payments, and grow your business. From cold prospects to loyal customers over time to brand advocates and beyond. All customer information and activities can be managed from one place. One platform allows you to manage sales, marketing, customer services, and billing. You can get a 360-degree view of your customers and avoid duplicate data entry. -
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SugarCRM
SugarCRM
Achieve comprehensive insight into customer interactions, histories, and records from a single interface. Minimize the number of clicks and enhance efficiency through a consolidated view of customer information. Explore customer data in depth using sophisticated drill-down features. Utilize integrated AI to identify optimal opportunities and speed up the closure of deals. Receive tailored suggestions for the most effective actions to take in various sales scenarios. Concentrate on high-value prospects with predictive analytics that assess deal success probabilities. Emulate successful strategies by employing advanced forecasting techniques and time-sensitive analytics. Monitor sales performance with real-time metrics and reporting, eliminating the need for manual spreadsheets. Anticipate pipeline changes and quota success using dashboards designed for specific roles. Streamline and automate your sales workflows with user-friendly drag-and-drop features and built-in instructional guides. Employ Smart Guides to manage intricate sales tasks seamlessly. Collaborate easily by leveraging native integrations with external document management tools, ensuring a smooth process across platforms. This comprehensive approach not only enhances efficiency but also empowers sales teams to work more effectively and strategically. -
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SalesBabu CRM
SalesBabu Business Solutions
SalesBabu's Online CRM Solution efficiently tracks and oversees every action taken by a sales team. It systematically manages all aspects associated with leads while evaluating both abandonment rates and closure rates. This platform encourages the sales team to maintain a concentrated strategy for meeting their sales objectives. Additionally, SalesBabu CRM allows for customer categorization based on a wide range of criteria. It facilitates the recording of sales by date, region, and product details, ensuring that no opportunity is overlooked. Being a fully cloud-based software, SalesBabu Online Solutions can be accessed from any location and at any time, making it incredibly convenient. Moreover, it is economically viable since it eliminates the need for extensive IT infrastructure to operate the application. This solution minimizes communication barriers across various levels, as it allows for the creation of multiple CRM users for easier information sharing. With efficient data retrieval, the application guarantees high performance for all stored information. Our expertise lies in developing SaaS-based software solutions, and at SalesBabu, we are dedicated to crafting powerful software that addresses unique business challenges effectively. This commitment to innovation ensures that our clients are equipped with the tools they need to thrive in a competitive landscape. -
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Perenso Field Sales
Perenso
Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales is a sales execution platform that is suitable for corporate to enterprise-size wholesalers, manufacturers, or distributors selling to retail businesses. Bulk data import and export capabilities. Bulk content upload and auto-matching capabilities. Intuitive user interface for content search. You can email content directly from the app. You can create multiple calls in the diary at once. Interface for intuitive diary management. Repeat bulk scheduled calls. Access product content within an order To meet business needs, you can configure an order screen. Capture photos and make notes, then consolidate and combine reports on competitors. You can view progress and target goals at any time within the application. In-application, set targets for a wide variety of items. -
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HarrisData CRM
HarrisData
HarrisData presents three distinct CRM modules tailored to enhance organizational functionality. CustomerFirst® equips various departments with essential support, help desk, and quality tracking tools to effectively manage customer data within their specific contexts. This solution efficiently oversees the workflow from the moment a request or issue is logged until it reaches resolution. SalesFirst® is engineered to aid businesses in organizing their sales teams, prospects, and clientele. This vital resource for sales representatives gathers all pertinent historical and critical information about potential clients, while also allowing for the tracking of competitive data to refine sales strategies based on market competition. Lastly, WebFirst® enables customers to access, modify, and create support tickets online at any time, providing them with 24/7/365 convenience. Additionally, this module facilitates the downloading of software updates directly from the web, ensuring that users have the latest tools at their fingertips whenever necessary. -
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Identifee
Identifee
Identifee is an innovative, AI-driven platform designed specifically for financial institutions, integrating a wide array of functionalities such as CRM+, GenAI support, prospecting insights, automated workflows, business intelligence, learning management, sales support, and secure digital sales environments into a single cohesive toolset. The CRM+ feature enhances the management of customer relationships by overseeing accounts, notes, activities, and sales pipelines, while the GenAI assistant, known as “Ask IDA,” swiftly responds to inquiries, aids in meeting preparations, and evaluates competitor communications in mere seconds. With its prospecting tools, users gain valuable insights into target technology configurations, while the workflow functionalities provide up-to-the-minute visibility into both team and client interactions. Additionally, the business intelligence segment converts intricate datasets into practical insights through user-friendly dashboards and reports, and the sales enablement component facilitates the rapid production of client-ready documents complete with industry comparisons and informative videos, ensuring that financial professionals are equipped with the necessary resources to succeed. This powerful, all-in-one platform not only streamlines tasks but also enhances strategic decision-making across various facets of the financial sector. -
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SP CRM
SP Marketplace
$15 per user per monthSP CRM is an intuitive yet comprehensive customer relationship management tool designed for Office 365, offering an all-encompassing view of sales activities and pipeline management. This solution facilitates the entire journey from marketing campaigns to lead acquisition, opportunity monitoring, and managing customer accounts. Since it is embedded within Office 365, it seamlessly integrates with Microsoft Teams and SharePoint, allowing your sales team to engage with the platform without the hassle of logging into a separate application. Being part of the Office 365 Digital Workplace enables sales representatives not only to monitor potential deals but also to access essential documents, information, and insights necessary to finalize transactions. Furthermore, the collaborative features of the portal empower various sales roles, including sales engineers, development teams, and management, to work cohesively. Additionally, when combined with SP Projects and SP Customer Service, it creates a holistic solution for managing customer relationships effectively. This integration enhances the overall efficiency of the sales process and fosters a more productive working environment. -
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Konnect CRM
Konnect ERP
Konnect CRM software facilitates collaboration among your marketing, sales, and customer service teams, allowing them to exchange information and oversee all interactions with prospects, leads, and customers. This CRM solution is particularly beneficial for sales teams aiming to secure more deals. Many CRM systems fall short in effectiveness as they fail to deliver significant value to sales personnel. In contrast, Konnect CRM distinguishes itself by offering outstanding features and customer support, specifically designed to aid small businesses in achieving greater success. Ideal for small to medium-sized enterprises (SMEs), Konnect CRM simplifies the management of sales processes, enabling quicker deal closures. The platform provides a comprehensive solution for customer relationship management that spans from pre-sales to post-sales stages. Additionally, Konnect CRM empowers businesses to manage customer interactions throughout the entire lifecycle, from initial acquisition to ongoing support. Unique features within Konnect allow companies to effortlessly engage in upselling and cross-selling opportunities while fostering loyalty among their most dedicated customers. By streamlining these processes, Konnect CRM not only enhances sales efficiency but also solidifies customer relationships for long-term growth. -
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Brick Street CONNECT
Brick Street Software
Brick Street CONNECT offers a comprehensive multichannel marketing solution that facilitates interactions with customers and prospects across various devices throughout their daily routines. Its unified platform architecture provides a holistic view of each consumer, allowing you to engage effectively, boost sales, and foster lasting relationships. By managing customer interactions in a collective manner, it transitions your focus from individual tactic performance to overarching engagement metrics, revealing the total time customers spend interacting with your brand. The detailed customer profiling that CONNECT offers enables you to respond swiftly to customer behaviors and preferences without the need for additional staff or resources. Furthermore, the modular nature of the platform adapts seamlessly to the ever-evolving landscape of digital communication, ensuring that IT departments remain unaffected while marketers can promptly respond to customer needs. This adaptability not only enhances efficiency but also positions your marketing efforts to be more aligned with current trends and consumer expectations. -
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CVenture
Chamunda Tech-Net Service
C-Venture is a complimentary Sales Enquiry Management tool designed to fulfill the requirements of managing leads, quotes, follow-ups, sales orders, invoicing, proforma invoices, delivery notes, and more. Additionally, it encompasses Customer Support Management, transforming C-Venture into a comprehensive Customer Relationship Management software that addresses every facet of business operations. The inclusion of a Purchase Management System sets C-Venture apart from other CRMs, ensuring it meets the diverse needs of all businesses. Its features, such as mail-to-sales enquiry and mail-to-support ticket functionalities, alleviate the hassle of email tracking. Sales executives have the capability to oversee all their enquiries and leads, while also managing customer contact information with ease. Sales coordinators are equipped to view and respond to all enquiries seamlessly, enhancing team collaboration. Moreover, sales executives can update their follow-ups—whether they be visits, phone calls, or emails—and keep their team informed about these interactions. Each sales executive receives an automated daily report based on their follow-up activities, promoting accountability and performance tracking. Thus, C-Venture not only streamlines sales processes but also fosters better communication and efficiency within teams. -
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Aurea CRM
Aurea
Oversee every lead, opportunity, and client interaction during their journey using Aurea CRM — a robust solution for customer relationship management that includes integrated campaign management features. Aurea CRM empowers you to embed customer engagement tools throughout your sales teams. With comprehensive capabilities for both sales and marketing, we offer a centralized platform that provides a clear snapshot of team activities, sales pipelines, and essential performance metrics, enabling you to prioritize tasks and make well-informed choices. You can conveniently access all necessary customer and prospect information in one place whenever you need it. Utilizing user-friendly mobile tools, sales personnel can retrieve and modify data directly from the field, enhancing their productivity. Furthermore, improve your opportunity management processes with insights driven by data, allowing you to leverage relationship networks effectively and pinpoint the most promising opportunities within your sales funnel. This streamlined approach not only fosters better decision-making but also enhances overall team collaboration. -
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Partoo
Partoo
FreeTogether, we can enhance your online presence and reputation to draw in new customers to your locations! Streamline the dissemination of information regarding your businesses across key directories, GPS platforms, search engines, social media, and review websites. Consolidate the feedback received on your establishments from sources such as Google, Facebook, and TripAdvisor into one convenient location. Regularly generate reports, assess the data, and engage with customer feedback all from a singular platform. Motivate your happy customers to post positive reviews on your Google Business Profile. Improve your website by incorporating a store locator feature and custom pages for each location. Ensure that your points of sale stand out in search results related to your industry. Centralize the messages received on your Google Business Profile and respond effortlessly, whether centrally or locally. By working together, we can significantly boost your online visibility and enhance your e-reputation, leading to increased customer attraction for your locations! Additionally, fostering a strong online presence will not only help in gaining new customers but also in building long-term relationships with them. -
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BuddyCRM
BuddyCRM
Provide personalized sales experiences by utilizing comprehensive contact and account management tools. Focus your marketing efforts effectively by creating custom HTML emails aimed at distinct customer groups. Monitor your sales journey from initial lead generation to opportunity development, pricing, and finalizing deals through a structured sales pipeline. Streamline your workflow by automating routine tasks, such as setting reminders for calls and emails, distributing brochures, and managing lead entries. Generate reports on all data housed within your CRM, encompassing activities, leads, tasks, sales figures, and financial records. After each client meeting, quickly generate quotes using the integrated quoting system. Keep your product information and images organized to easily produce dynamic presentations for the products you wish to showcase. Additionally, enhance your customer engagement by utilizing analytics to refine your approach and track the success of your strategies. -
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Pepper Cloud
Pepper Cloud
Pepper Cloud is the best AI-powered Sales CRM software for small and mid-sized businesses. The platform integrates popular messaging channels like WhatsApp and Facebook to allow users to connect with customers and leads through their preferred communication channels. The CRM software includes features for managing sales pipelines, which allow users to customize stages and see real-time information about their sales activities. Pepper Cloud includes automation features to eliminate repetitive tasks. It also integrates with business tools such as Mailchimp, Xero and Zoom. The analytics dashboard gives users insights into their business performance. Pepper Cloud allows users to manage lead management, account tracking and nurturing, revenue forecasting, campaign tracking, customer interaction tracking, and sales pipeline visualization. With its generative AI technology, AssistAI, it elevates sales productivity by auto-capturing and nurturing leads, automating the chat flows, managing tasks and activities, and more—all with precision and ease. Its no-code AssistAI chatbot can be deployed across multiple channels to handle customer queries instantly, escalate complex issues to human agents, and deliver 24/7 customer support. -
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Coniq
Coniq
Coniq offers a comprehensive digital platform that facilitates connections between your organization and customers both in-store and online, through various interaction points. By adopting this innovative platform, you can quickly and affordably transform your business, allowing your team to better understand, anticipate, and engage with your clientele. Gain a thorough insight into your customers, brand presence, and marketing efforts. Discover an exciting customer loyalty solution designed to recognize, connect with, and reward shoppers throughout their entire journey, including before, during, and after their store visits. As the lines between physical and digital retail continue to blur, the Coniq platform becomes central to your digital transformation, providing clarity on who your shoppers are in both realms and enabling you to cultivate meaningful, personalized relationships. By comprehending your customers’ behaviors, you can foster increased sales at your retail location. Moreover, by creating a database of eager shoppers, you can strategically identify and motivate them to make a visit. This holistic approach ensures that your organization remains competitive and responsive in an ever-evolving market. -
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Wortal CRM
Wortal
Harness the capabilities of Wortal CRM, recognized as the top CRM software and the leading CRM solution in India. Transform your business operations, enhance workflows, and reach new heights of success. Enroll now to transform your sales strategies and foster deeper connections with your customers. Discover the benefits of smooth business operations, strengthen your customer interactions, and propel your growth forward with our cutting-edge customer relationship management solution, which stands as the finest CRM software available in India. This innovative tool is designed to empower your team and optimize your performance. -
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PerfectView CRM
PerfectView
€13 per monthTransform your customers, prospects, and suppliers into enthusiastic advocates for your brand. Seal more deals by ensuring you make well-timed decisions that align with your goals. By tailoring offers to individual preferences, you can generate additional leads and maintain strong connections. Enhance customer satisfaction by elevating the quality of your service. PerfectView supports its initial five users with a permanent discount as part of its commitment to customer engagement. Sensitive company and customer information is securely stored in the European cloud, which is a significant benefit due to compliance with strict European laws and regulations. It's important to note that privacy perspectives differ greatly in places like the United States, making this distinction vital. With PerfectView, the security of your data is prioritized and effectively managed. Our helpdesk offers unrestricted support in English, ensuring clear communication. The dedicated support team at PerfectView operates from our headquarters located in the Netherlands, ready to assist you at any time. Additionally, this localized support allows for a personalized touch in addressing customer concerns. -
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Neetrix
Neetrix
Neetrix® business software simplifies the process of expanding your enterprise. The Neetrix Contacts CRM system enables efficient organization of all your contacts, including prospects, leads, customers, and suppliers. It aggregates data from all Neetrix applications, ensuring everything is centralized for easy access. Neetrix Accounting offers a fully integrated and user-friendly accounting solution, delivering not only periodic reports and VAT returns akin to a comprehensive accounting package, but it also seamlessly connects with Neetrix Contacts, BackOffice, and StoreFront for total automation of customer billing, job costing, invoicing, product ordering, and sales transactions. Meanwhile, Neetrix BackOffice serves as the command center for your business operations, providing an exhaustive overview of all scheduled tasks, jobs, events, and actions undertaken by your entire team, including any external contractors. This interconnected approach allows for greater efficiency and clarity in managing your business processes. -
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WiseTeam
WiseTeam
€21 per user per monthCRM and project management suite. WiseTeam integrates modern management techniques such as KANBAN, SCRUM and A3, SALESPIPELINE, ITIL, and SALES PIPELINE. All tasks related to sales, projects and internal activities can be planned and tracked in real-time. The interactive KANBAN board displays tasks. It makes it easy to delegate tasks, focus on the tasks of the week, and see the future workload of employees. It is easy to track employees' time, each project has summary information, and billing is simple. It is easy to plan a project, its activities and results, as well as the budget. You can now monitor the status of your project in real-time. You can also deliver the results on schedule, within budget and within the scope. You can monitor not just one project but the entire portfolio of projects or all of your company's projects. You can keep track of all your sales opportunities by storing information about potential clients and their employees in one location. -
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Cliky CRM
Cliky
Cliky CRM serves as a robust, AI-enhanced platform aimed at refining and optimizing business operations. Its array of features is specifically tailored to enhance customer interactions and boost engagement, offering valuable insights and analytics that facilitate better decision-making. The platform's AI capabilities significantly improve lead management and scoring, allowing businesses to concentrate on leads with the highest potential. Additionally, Cliky CRM boasts a user-friendly interface and automation tools that help alleviate workload and bolster productivity, making it an indispensable resource for organizations eager to enhance their customer relationship management strategies. With a powerful calendar integration, sales teams can easily log visits, thus streamlining appointment scheduling. Furthermore, the system includes an effective lead management framework that automates lead capture and distribution, ensuring that prospects are efficiently processed. Its sophisticated lead scoring and AI-driven predictive analytics further assist in identifying high-potential leads, sharpening the sales team's focus on what matters most. Ultimately, Cliky CRM empowers businesses to cultivate stronger relationships with their customers while enhancing overall operational efficiency. -
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Prospect CRM
ProspectSoft
£22.50 per monthStock-Aware CRM and eCommerce platform for Wholesalers, Distributors, and Manufacturers. You can sell more in less time every time. Be a prospect hero. What is Stock-Aware CRM? Manufacturers, Wholesalers, Distributors and Distributors know that selling physical products B2B presents unique operational challenges. This means that ordinary CRM's fail. Stock-Aware CRM is different. Prospect is a new Stock-Aware CRM specifically designed for Wholesalers, Distributors, and Manufacturers who sell physical products to B2B. Prospect integrates customer, inventory, and product data to streamline B2B CRM processes. Your team will be able to save time, increase sales, and maximize profits. Prospect combines the best aspects of traditional CRM - Marketing Sales Pipelines and Customer Service Management with the reality of selling B2B products. This includes special pricing, back orders and product information, as well as quoting, ordering and inventory management.