CRM Software
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Moovago
Software Description: Moovago is a mobile CRM designed for sales reps to streamline their tasks and focus on selling. It provides tools for optimizing trips, managing tasks and schedules, creating reports, and centralizing client and lead data, making the sales process more efficient and easier to manage.
Features
Sales Trip Optimization
Task & Schedule Management
Data Centralization
Reporting
Pros
- Ease of Use
- Mobile Access
- Customization
Cons
- Limited Reporting Features
- Integration Challenges
- Learning Curve
Shopgenie
Software Description: Shopgenie is a CRM, marketing, and online scheduling platform for auto repair shops. It offers tools to automate communication, manage appointments, and run campaigns—plus a free online booking tool to boost shop efficiency and customer engagement.
Features
Online Booking Tool
Customer Relationship Management (CRM)
Automated Marketing Campaigns
Omni-Channel Communication
Pros
- User-Friendly Interface
- Comprehensive Feature Set
- Seamless Calendar Integration
Cons
- Learning Curve for Advanced Features
- Limited Customization in Some Areas
- Occasional Technical Issues
STEL Order
Software Description: STEL Order is an all-in-one field service management platform for the trades. It streamlines operations with tools for scheduling, invoicing, CRM, and more. Accessible offline with real-time data sharing, it integrates with Stripe and PayPal for faster payments. Try it free for 15 days to simplify your business!
Features
All-in-One Management Platform
Real-Time Data Sharing & Offline Access
Integrated Payment Solutions
Customizable Workflows & Automation
Pros
- Comprehensive Functionality
- User-Friendly Interface
- Responsive Customer Support
Cons
- Pricing Concerns
- Limited Customization
- Integration Limitations
TechnoMile Growth Suite
Software Description: TechnoMile Growth Suite helps businesses manage the complexities of selling to the federal government. It centralizes opportunity tracking and guides BD, Capture, and Proposal teams through the sales lifecycle—improving collaboration, pipeline management, and win rates in government contracting.
Features
Opportunity & Pipeline Management
Guided BD, Capture & Proposal Workflow
Collaboration & Information Sharing
GovCon-Focused Integrations & Compliance
Pros
- Purpose-Built for Government Contracting (GovCon)
- Standardized Workflow for BD, Capture, and Proposals
- Strong Customization & Integration Capabilities
Cons
- Steep Learning Curve
- Occasional Performance Issues
- Limited Mobile Support
DejaOffice PC CRM
Software Description: DejaOffice PC CRM is a local, on-premise CRM with fast contact search, task management, and multi-user calendar features. It integrates with Outlook, supports mobile sync, and provides a secure, efficient alternative to web-based CRMs—all for a one-time purchase with no subscription fees.
Features
On-Premise Data Storage with Multi-Device Sync
Comprehensive Contact Management
Integration with Outlook and Other Platforms
Seamless Synchronization with Mobile Devices
Pros
- One-Time Purchase Model
- Seamless Device Synchronization
- Responsive Customer Support
Cons
- Limited Email Integration
- Occasional Synchronization Issues
- Basic Search Functionality
Platformax
Software Description: Platformax is an inside sales CRM for small and medium businesses, designed by sales experts with decades of experience. It streamlines every step of the sales process, enhances team productivity, and delivers actionable insights through advanced analytics. With a clean, intuitive interface, it ensures measurable results.
Features
Automated Prospecting
Sales Pipeline Management
Phone Integration
Reporting and Analytics
Pros
- Intuitive Interface
- Excellent Customer Support
- Smartphone Integration
Cons
- Desire for Open API
- Learning Curve
- Data Visualization
Consolidate
Software Description: Consolidate is an all-in-one project management solution that streamlines tasks and enhances team coordination. It features simplified project overviews, advanced planning tools, and collaboration functions like time management, CRM integration, and document management, all accessible through a mobile app for on-the-go productivity.
Features
Effortless Project Management
Simplified Project Overview
PMS Add-On Module
All-Inclusive Collaboration Hub
Pros
- Comprehensive Project Management
- Enhanced Multi-Project Planning
- Adaptability and Mobility
Cons
- Pricing Transparency
- Learning Curve
- Integration Limitations
RADAR CRM
Software Description: RADAR CRM is an all-in-one platform that automates workflows across sales, marketing, service, and projects. Its customizable modules and dynamic processes enhance efficiency, ensuring seamless operations and data integrity for growing businesses.
Features
Automated Workflow Management
Integrated Modules for Comprehensive Management
Customizable Data Entry and Validation
Project and Task Automation
Pros
- Robust Automation Capabilities
- Highly Customizable to Business Needs
- Comprehensive Feature Set
Cons
- Initial Learning Curve
- Limited Aesthetic Appeal of Dashboards
- Awaiting Feature Enhancements
8am
Software Description: 8am combines productivity and contact management tools, including calendars, tasks, events, and notes, in one platform. Designed for professionals and teams, it integrates with G Suite to streamline workflows, organize contacts, and enhance collaboration, helping users stay focused and get more done efficiently.
Features
Integrated Productivity Management
Comprehensive Contact Management (CRM)
Team Collaboration Tools
G Suite Integration
Pros
- Integrated Productivity Tools
- User-Friendly Interface
- G Suite Integration
Cons
- Limited Advanced Features
- Scalability Concerns
- Customization Limitations
Avantage Business
Software Description: Avantage Business CRM is a Made-in-France solution that enhances customer relations and sales performance. It offers comprehensive sales management, real-time team tracking, and seamless ERP integration with tools like EBP, Sage 100, and Outlook. Intuitive and reliable, it’s the perfect CRM for growth-driven businesses.
Features
Sales Team Management
ERP Integration
Customizable Reports
Calendar Sync
Pros
- Comprehensive Sales and Customer Service Management
- Real-Time Sales Team Management and Performance Analysis
- Seamless Integration with Leading ERP Systems
Cons
- No Free Trial or Version Available
- Limited Customization Options
- Potential Steep Learning Curve
Omie
Software Description: Omie is an ERP system that enhances productivity and streamlines business operations. Designed for small and medium businesses, it offers integration with accountants, strategic insights into business performance, and tested processes to boost efficiency and revenue generation.
Features
Sales Management
Financial Management
Inventory Control
Integration with Accounting
Pros
- Affordable Pricing
- User-Friendly
- Integration with Accounting
Cons
- Customer Service Issues
- Platform Reliability
- Limited Features
SalesManager – ServiceTrade
Software Description: SalesManager is a CRM solution built for commercial service contractors to streamline sales processes and scale their business. It simplifies workflows for service agreements and project proposals, offering tools for equipment inventory, maintenance-based pricing, project pricing, and proposal generation—boosting efficiency and profitability.
Features
Equipment Inventory Collection
Maintenance-Based Pricing Application
Complex Project Pricing Organization
Professional Proposal Generation
Pros
- User-Friendly Interface
- Comprehensive Feature Set
- Effective Sales Process Management
Cons
- Limited Pricing Transparency
- Integration Limitations
- Learning Curve
Togile
Software Description: Togile CRM is a cloud-based solution offering 360º customer insights, AI lead management, and omnichannel communication. Automate sales workflows, track performance with real-time dashboards, and boost engagement—all in one secure, user-friendly platform for growing businesses.
Features
Comprehensive Sales Pipeline Management
Advanced Workflow Automation
Omnichannel Communication Integration
Customizable Dashboards and Reporting
Pros
- Unlimited Users at a Fixed Price
- Highly Customizable Interface
- Robust Automation Features
Cons
- Limited API Access
- Lack of Mobile Application
- Limited Third-Party Integrations
Repfabric
Software Description: Repfabric is a CRM and sales management platform for multi-line sales teams, including manufacturers, sales reps, and distributors. It centralizes customer interactions, tracks commissions, and streamlines complex sales processes. With cloud-based and mobile access, Repfabric enhances efficiency, collaboration, and sales growth.
Features
Multi-Line CRM & Contact Management
Commission & Sales Tracking
Mobile & Cloud-Based Accessibility
Lead & Opportunity Management
Pros
- Ease of Use
- Outlook Integration
- Customizable Tracking
Cons
- Reporting Tools Complexity
- Email Association Process
- Performance Report Disparities
SalesSeek
Software Description: SalesSeek is an all-in-one CRM for large teams to centralize customer data and manage sales, marketing, support, and billing. It features a visual sales funnel, real-time collaboration, KPI dashboards, and full lifecycle tracking to help teams improve performance and close more deals.
Features
Visual Sales Funnel Management
Integrated Sales and Marketing Tools
LinkedIn Enrichment
Mobile Access
Pros
- Visual Sales Funnel
- Integrated Sales and Marketing Tools
- Responsive Customer Support
Cons
- Limited Reporting and Analytics
- Search Functionality Issues
- Performance and Speed Concerns
ELMA365
Software Description: ELMA365 is a low-code platform that accelerates digital transformation by enabling businesses to build apps and automate processes with minimal coding. It provides integrated solutions for Sales, CRM, Document Management, HR Services, and Compliance, helping businesses optimize processes and boost performance.
Features
No-Code Development
Business Process Automation
Customizable Dashboards and Reports
Real-Time Notifications and Monitoring
Pros
- Ease of Use
- Comprehensive Functionality
- Customization and Flexibility
Cons
- Limited Ecosystem for End Clients
- Complexity for New Users
- Integration Challenges
Zywave Agency Management
Software Description: Zywave Agency Management (AMS) unifies workflows and client data for insurance agencies. As part of Zywave Sales Cloud, it streamlines sales, renewals, and contact management in one platform, boosting productivity and enabling agencies to focus more on growth and client retention.
Features
Centralized Client & Policy Management
Automated Sales & Renewal Workflows
Integrated Communication Tools
Reporting & Performance Analytics
Pros
- Centralized Client & Policy Management
- Automated Sales & Renewal Workflows
- Integrated Communication Tools
Cons
- Customer Support Challenges
- Complex Onboarding Process
- Contractual and Billing Concerns
InTouch CRM
Software Description: InTouch CRM is a comprehensive platform for small businesses, offering CRM, email/SMS marketing, lead management, and automation tools. It streamlines customer interactions and sales processes, enhancing productivity and growth.
Features
Integrated Email and SMS Marketing
Comprehensive Contact and Lead Management
Automation and Workflow Management
Detailed Reporting and Analytics
Pros
- Integrated CRM and Marketing Automation
- User-Friendly Interface
- Responsive Customer Support
Cons
- Limited Advanced Analytics
- Additional Costs for Pro Features
- Complexity in Data Management
Atlas CRM
Software Description: Atlas CRM connects customer management with Atlassian tools like JIRA and Confluence. It centralizes contacts, sales, and interactions, enabling teams to manage relationships, streamline processes, and improve customer satisfaction—all from one integrated platform.
Features
Seamless Integration with Atlassian Tools
Customizable Sales Funnel and Pipeline Management
Centralized Customer Interaction Tracking
Flexible Templates and Data Customization
Pros
- Seamless Integration with Atlassian Tools
- Customizable Sales Funnel and Pipeline Management
- Centralized Customer Interaction Tracking
Cons
- Steep Learning Curve for New Users
- Limited Standalone Functionality
- Customization Requires Technical Expertise
Blue Note Systems
Software Description: Blue Note Systems offers a flexible CRM solution for software publishers, training organizations, and community managers. It integrates marketing, sales, and support, with customization options for SaaS and enterprise companies. Streamline operations, manage leads, and enhance customer engagement with ease.
Features
Integrated CRM Functionality
Customizable Solutions
Lead Management & Sales Automation
Scalable and Flexible Platform
Pros
- Comprehensive Feature Set
- User-Friendly Interface
- Responsive Customer Support
Cons
- Limited User Reviews
- Unspecified Pricing
- Integration Limitations
CallTaker
Software Description: CallTaker is an affordable cloud-based software that streamlines business management and customer service. It enables you to log calls, create requests, assign tasks, dispatch technicians, and generate reports, making it easier than ever to manage your business and improve customer satisfaction.
Features
Advanced Job Tracking and Workflow Management
Built-in Content Management System (CMS)
Integration Capabilities
Field Service Management
Pros
- Reliable Performance
- User-Friendly Interface
- Comprehensive Feature Set
Cons
- Higher Cost Compared to Competitors
- Limited Third-Party Integrations
- Limited User Reviews
CRM-gx
Software Description: CRM-gx is a fast, web-based CRM tool offering customizable views, seamless contact and lead management, and powerful reporting. Designed for ease of use, it supports remote access to files, calendars, and contacts—perfect for businesses seeking a simple, 5-minute-a-day CRM.
Features
Customizable Dashboard Views
Powerful Reporting Tools
Anywhere Access
Lead & Account Management
Pros
- Web-Based Accessibility
- Efficient Account Management
- Internal Communication Tools
Cons
- Complex Account Termination Process
- Limited Information on Pricing
- Potential Learning Curve
Epesi
Software Description: Epesi is an open-source web application for SMBs, offering CRM, ERP, and RAD capabilities. It simplifies project management, time tracking, accounting, and communication. Epesi allows easy customization without coding, improving business efficiency, reducing administrative costs, and streamlining workflows.
Features
Customizable Modules
Comprehensive CRM & ERP Integration
Scalable & Flexible System
Intuitive User Interface
Pros
- Web-Based Accessibility
- Ease of Use and Configuration
- Unified Communication
Cons
- Limited Advanced Features
- Customization Challenges
- User Interface Design
Grow in Cloud
Software Description: Grow in Cloud is a cloud-based CRM software for startups and growing businesses. It helps manage customer relationships, track leads, automate marketing, and gain insights into customer behavior. Scalable and flexible, Grow in Cloud integrates with other tools to support business growth and efficiency.
Features
Lead Management
Automated Scheduling
Email Marketing
Online Payments
Pros
- Comprehensive CRM Features
- Cloud-Based Accessibility
- User-Friendly Interface
Cons
- Limited User Feedback
- Unspecified Pricing Details
- Potential Feature Gaps
macooa
Software Description: Macooa is a GDPR-compliant project management, time tracking, and CRM software designed for SMEs. Developed and hosted in Germany, it helps businesses streamline operations, track budgets, and optimize project workflows. With intuitive tools for task management, time logging, and client interactions, Macooa enhances efficiency.
Features
Project Management & Tracking
Time Tracking & Billing
CRM & Client Management
GDPR-Compliant Security
Pros
- User-Friendly Interface
- Comprehensive Functionality
- Immediate Usability
Cons
- Complexity of Feedback Integration
- Potential for Misleading Recommendations
- Resource Intensive Operations
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