Best CRM Software - Page 10

Julie Jung
JJ
Researched and written by Julie Jung

Customer relationship management (CRM) software is a digital tool designed for businesses to efficiently organize, monitor, and maintain data about their existing and prospective customers. The software centralizes data from various lead generation, traffic, campaign, and acquisition sources and creates records and profiles. The software has a repository of a complete customer database, which stakeholders use to manage long-term customer contracts and relationships.

CRM software enhances customer experience by streamlining customer support, email marketing, sales outreach, and sales cycles.

CRM software can be integrated with call center infrastructure platforms, digital marketing services, ERP systems, e-commerce platforms, marketing automation software, and CPQ software to reduce the risk of data silos and give real-time updates on the customer journey. Customer journey and funnel are categorized into different sub-processes in the CRM software where sales and marketing can access the data, build communication, and drive them forward to final deals.

There are many different types of CRM software provide a collection of integrated customer-related functions or all-in-one functionality, such as marketing automation, help desk, e-commerce tools, ERP, project or website management, to replace the need for additional solutions and better serve small and mid-market businesses. Standalone CRM solutions, however, focus primarily on sales-related functions such as contact, account, and pipeline management and do not offer extensive marketing help.

The software also has help desk escalation, email automation, sales dispositions, automation workflows, and lead scoring and calling histories to help sales teams navigate to the current lead progress and establish contextual communication.

To qualify for inclusion in the CRM category, a product must:

Provide a bounded set of sales-related functions
Provide lead, contact, account, and opportunity management functions
Capture and store sales activities and interactions performed
Consolidate customer history and transactions into a single interface
Track prospects and contacts throughout the sales pipeline
Facilitate communication at all phases of the customer lifecycle
Provide reporting features to track sales performance
Provide workflow automation capabilities to streamline sales processes
Integrate functions into a unifying database and platform

Best CRM Software At A Glance

Best for Small Businesses:
Best for Mid-Market:
Best for Enterprise:
Highest User Satisfaction:
Best Free Software:
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Best for Enterprise:
Highest User Satisfaction:
Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

No filters applied
774 Listings in CRM Available
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The CRM built on what matters most – communication! Conversations drive sales. Ringy handles them for you. Turn calls into customers with an automated sales team in your back pocket. Ringy is a comple

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 52% Small-Business
    • 27% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ringy (formerly iSales) Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    1
    Ease of Use
    1
    Easy Interface
    1
    Interface Ease
    1
    Cons
    Expensive
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ringy (formerly iSales) features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 8.9
    10.0
    Workflow Capability
    Average: 8.5
    9.0
    Contact & Account Management
    Average: 8.7
    8.8
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2013
    HQ Location
    Denver, CO
    Twitter
    @RingyCRM
    94 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The CRM built on what matters most – communication! Conversations drive sales. Ringy handles them for you. Turn calls into customers with an automated sales team in your back pocket. Ringy is a comple

Users
No information available
Industries
  • Insurance
Market Segment
  • 52% Small-Business
  • 27% Enterprise
Ringy (formerly iSales) Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
1
Ease of Use
1
Easy Interface
1
Interface Ease
1
Cons
Expensive
1
Ringy (formerly iSales) features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 8.9
10.0
Workflow Capability
Average: 8.5
9.0
Contact & Account Management
Average: 8.7
8.8
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2013
HQ Location
Denver, CO
Twitter
@RingyCRM
94 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Promys CRM/Help Desk/PSA software for IT, MSP, Audio Visual & Physical Security solution providers from 10 to 2000 users. Promys is intuitive & simple to implement. Promys streamlines workflo

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 58% Small-Business
    • 42% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Promys features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 8.9
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    PROMYS
    Year Founded
    2003
    HQ Location
    Mississauga, Ontario
    Twitter
    @PROMYS_PSA
    132 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Promys CRM/Help Desk/PSA software for IT, MSP, Audio Visual & Physical Security solution providers from 10 to 2000 users. Promys is intuitive & simple to implement. Promys streamlines workflo

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 58% Small-Business
  • 42% Mid-Market
Promys features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 8.9
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
PROMYS
Year Founded
2003
HQ Location
Mississauga, Ontario
Twitter
@PROMYS_PSA
132 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®

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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Do you want to be in control of your own business? Are you tired of not having the info when you need it and where you need it? No more lost customers and misunderstandings. Simple CRM Software is her

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 81% Small-Business
    • 11% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • AddressTwo features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 8.9
    10.0
    Workflow Capability
    Average: 8.5
    9.6
    Contact & Account Management
    Average: 8.7
    9.4
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2005
    HQ Location
    Indianapolis, IN
    Twitter
    @addresstwo
    1,749 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Do you want to be in control of your own business? Are you tired of not having the info when you need it and where you need it? No more lost customers and misunderstandings. Simple CRM Software is her

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 81% Small-Business
  • 11% Enterprise
AddressTwo features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 8.9
10.0
Workflow Capability
Average: 8.5
9.6
Contact & Account Management
Average: 8.7
9.4
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2005
HQ Location
Indianapolis, IN
Twitter
@addresstwo
1,749 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PlanPlusOnline is a superior productivity CRM suite that offers best in class task management combined with Group Calendaring, Contact Management, Sales Automation, and Customization to rival the best

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 69% Small-Business
    • 22% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • PlanPlus Online features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 8.9
    9.2
    Workflow Capability
    Average: 8.5
    8.9
    Contact & Account Management
    Average: 8.7
    8.9
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2003
    HQ Location
    Salt Lake City, Utah
    Twitter
    @PlanPlus
    1,191 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PlanPlusOnline is a superior productivity CRM suite that offers best in class task management combined with Group Calendaring, Contact Management, Sales Automation, and Customization to rival the best

Users
No information available
Industries
No information available
Market Segment
  • 69% Small-Business
  • 22% Mid-Market
PlanPlus Online features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 8.9
9.2
Workflow Capability
Average: 8.5
8.9
Contact & Account Management
Average: 8.7
8.9
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2003
HQ Location
Salt Lake City, Utah
Twitter
@PlanPlus
1,191 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
Entry Level Price:$0 per month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, helpdesk with a clean modern interface. With Agile CRM, SMB'

    Users
    • Founder
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 77% Small-Business
    • 15% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Agile CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    8
    Management Ease
    3
    Automation
    2
    Automations
    2
    Client Management
    2
    Cons
    Limited Features
    3
    Limited Functionality
    3
    Missing Features
    3
    Bugs
    2
    Feature Issues
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Agile CRM features and usability ratings that predict user satisfaction
    8.0
    Has the product been a good partner in doing business?
    Average: 8.9
    7.5
    Workflow Capability
    Average: 8.5
    7.7
    Contact & Account Management
    Average: 8.7
    7.3
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Agile CRM
    Year Founded
    2013
    HQ Location
    Dallas, TX
    Twitter
    @agilecrm
    7,040 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    106 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, helpdesk with a clean modern interface. With Agile CRM, SMB'

Users
  • Founder
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 77% Small-Business
  • 15% Mid-Market
Agile CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
8
Management Ease
3
Automation
2
Automations
2
Client Management
2
Cons
Limited Features
3
Limited Functionality
3
Missing Features
3
Bugs
2
Feature Issues
2
Agile CRM features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 8.9
7.5
Workflow Capability
Average: 8.5
7.7
Contact & Account Management
Average: 8.7
7.3
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Agile CRM
Year Founded
2013
HQ Location
Dallas, TX
Twitter
@agilecrm
7,040 Twitter followers
LinkedIn® Page
www.linkedin.com
106 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    BluWave CRM Software involves using software to radically streamline all phases of the sales process, minimizing the time that sales staff require to spend on each phase.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 44% Enterprise
    • 39% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Bluwave CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    5
    Lead Management
    5
    Customer Management
    4
    Easy Tracking
    4
    Automation Features
    3
    Cons
    Expensive
    4
    Limited Customization
    4
    Learning Curve
    3
    Limited Features
    3
    Company Size
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Bluwave CRM features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.9
    9.3
    Workflow Capability
    Average: 8.5
    9.5
    Contact & Account Management
    Average: 8.7
    9.2
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Bluwave
    Year Founded
    2011
    HQ Location
    Johannesburg, ZA
    Twitter
    @BluWaveCRM
    298 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

BluWave CRM Software involves using software to radically streamline all phases of the sales process, minimizing the time that sales staff require to spend on each phase.

Users
No information available
Industries
No information available
Market Segment
  • 44% Enterprise
  • 39% Mid-Market
Bluwave CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
5
Lead Management
5
Customer Management
4
Easy Tracking
4
Automation Features
3
Cons
Expensive
4
Limited Customization
4
Learning Curve
3
Limited Features
3
Company Size
2
Bluwave CRM features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.9
9.3
Workflow Capability
Average: 8.5
9.5
Contact & Account Management
Average: 8.7
9.2
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Bluwave
Year Founded
2011
HQ Location
Johannesburg, ZA
Twitter
@BluWaveCRM
298 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sales Desk is a cost effective and easy to use sales automation software that helps businesses manage their sales team, increase their productivity, generate more leads and build customer relationship

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 45% Mid-Market
    • 37% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SalesDesk Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    User-Friendly
    5
    Ease of Use
    3
    Lead Management
    3
    Customer Management
    2
    Automation Features
    1
    Cons
    Filter Issues
    2
    Missing Features
    2
    Not Intuitive
    2
    High Complexity
    1
    Learning Curve
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SalesDesk features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 8.9
    9.2
    Workflow Capability
    Average: 8.5
    9.2
    Contact & Account Management
    Average: 8.7
    9.4
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2010
    HQ Location
    Al Qouz, Industrial Area 4, AE
    Twitter
    @SprintExpo
    3 Twitter followers
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

Sales Desk is a cost effective and easy to use sales automation software that helps businesses manage their sales team, increase their productivity, generate more leads and build customer relationship

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 45% Mid-Market
  • 37% Small-Business
SalesDesk Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
User-Friendly
5
Ease of Use
3
Lead Management
3
Customer Management
2
Automation Features
1
Cons
Filter Issues
2
Missing Features
2
Not Intuitive
2
High Complexity
1
Learning Curve
1
SalesDesk features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 8.9
9.2
Workflow Capability
Average: 8.5
9.2
Contact & Account Management
Average: 8.7
9.4
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2010
HQ Location
Al Qouz, Industrial Area 4, AE
Twitter
@SprintExpo
3 Twitter followers
LinkedIn® Page
www.linkedin.com
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Our all-in-one sales and marketing platform combines email marketing, CRM, and marketing automation to turn emails into conversations, website visitors into handshakes, and customers into raving fans.

    Users
    • Owner
    • President
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 80% Small-Business
    • 16% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • BenchmarkONE Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Collaborative Efforts
    1
    Contact Management
    1
    Ease of Use
    1
    Easy Tracking
    1
    Integration
    1
    Cons
    Call Issues
    1
    Email Issues
    1
    Performance Issues
    1
    Unreliable Deliverability
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • BenchmarkONE features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 8.9
    8.3
    Workflow Capability
    Average: 8.5
    9.2
    Contact & Account Management
    Average: 8.7
    8.8
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2011
    HQ Location
    St Louis, MO
    Twitter
    @Benchmark__ONE
    28,545 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Our all-in-one sales and marketing platform combines email marketing, CRM, and marketing automation to turn emails into conversations, website visitors into handshakes, and customers into raving fans.

Users
  • Owner
  • President
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 80% Small-Business
  • 16% Mid-Market
BenchmarkONE Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Collaborative Efforts
1
Contact Management
1
Ease of Use
1
Easy Tracking
1
Integration
1
Cons
Call Issues
1
Email Issues
1
Performance Issues
1
Unreliable Deliverability
1
BenchmarkONE features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 8.9
8.3
Workflow Capability
Average: 8.5
9.2
Contact & Account Management
Average: 8.7
8.8
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2011
HQ Location
St Louis, MO
Twitter
@Benchmark__ONE
28,545 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
Entry Level Price:$78.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    WORKetc was created as a tool to help every team across your business communicate and collaborate more efficiently. From sales leads, project management, billing, CRM and more, WORKetc can adjust to

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 79% Small-Business
    • 8% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • WORKetc features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 8.9
    8.9
    Workflow Capability
    Average: 8.5
    9.2
    Contact & Account Management
    Average: 8.7
    8.5
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    WORKetc
    Year Founded
    2016
    HQ Location
    San Francisco, CA
    Twitter
    @WORKetc
    20,578 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
    Phone
    800-322-7860
Product Description
How are these determined?Information
This description is provided by the seller.

WORKetc was created as a tool to help every team across your business communicate and collaborate more efficiently. From sales leads, project management, billing, CRM and more, WORKetc can adjust to

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 79% Small-Business
  • 8% Mid-Market
WORKetc features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 8.9
8.9
Workflow Capability
Average: 8.5
9.2
Contact & Account Management
Average: 8.7
8.5
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
WORKetc
Year Founded
2016
HQ Location
San Francisco, CA
Twitter
@WORKetc
20,578 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Phone
800-322-7860
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    BIGContacts CRM offers an integrated Contact Management and Email Marketing Solution for Small Business. We give you the tools you need to capture more leads, convert more sales and retain more custom

    Users
    • Owner
    Industries
    • Marketing and Advertising
    • Accounting
    Market Segment
    • 75% Small-Business
    • 25% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • BIGContacts features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.9
    8.2
    Workflow Capability
    Average: 8.5
    8.9
    Contact & Account Management
    Average: 8.7
    8.3
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2007
    HQ Location
    Victoria, BC
    Twitter
    @Bigcontacts
    2 Twitter followers
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

BIGContacts CRM offers an integrated Contact Management and Email Marketing Solution for Small Business. We give you the tools you need to capture more leads, convert more sales and retain more custom

Users
  • Owner
Industries
  • Marketing and Advertising
  • Accounting
Market Segment
  • 75% Small-Business
  • 25% Mid-Market
BIGContacts features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.9
8.2
Workflow Capability
Average: 8.5
8.9
Contact & Account Management
Average: 8.7
8.3
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2007
HQ Location
Victoria, BC
Twitter
@Bigcontacts
2 Twitter followers
LinkedIn® Page
www.linkedin.com
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management to

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 72% Small-Business
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Planfix Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customization
    11
    Ease of Use
    11
    Easy Customization
    8
    Flexibility
    8
    Automation
    7
    Cons
    Learning Curve
    5
    Missing Features
    4
    Complexity
    2
    Expensive
    2
    Expertise Required
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Planfix features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 8.9
    10.0
    Workflow Capability
    Average: 8.5
    10.0
    Contact & Account Management
    Average: 8.7
    9.0
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2019
    HQ Location
    San Diego, US
    Twitter
    @planfix
    40 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    20 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management to

Users
No information available
Industries
No information available
Market Segment
  • 72% Small-Business
  • 33% Mid-Market
Planfix Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customization
11
Ease of Use
11
Easy Customization
8
Flexibility
8
Automation
7
Cons
Learning Curve
5
Missing Features
4
Complexity
2
Expensive
2
Expertise Required
2
Planfix features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 8.9
10.0
Workflow Capability
Average: 8.5
10.0
Contact & Account Management
Average: 8.7
9.0
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2019
HQ Location
San Diego, US
Twitter
@planfix
40 Twitter followers
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    GleanView is a B2B sales and marketing software platform for small and medium businesses. Our family of products addresses B2B sales and marketing challenges from top to bottom of the funnel by harnes

    Users
    No information available
    Industries
    • Recreational Facilities and Services
    Market Segment
    • 67% Small-Business
    • 24% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • GleanView features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.9
    9.4
    Workflow Capability
    Average: 8.5
    9.4
    Contact & Account Management
    Average: 8.7
    10.0
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    GleanView
    Year Founded
    2015
    HQ Location
    Jacksonville, FL
    LinkedIn® Page
    www.linkedin.com
    5 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

GleanView is a B2B sales and marketing software platform for small and medium businesses. Our family of products addresses B2B sales and marketing challenges from top to bottom of the funnel by harnes

Users
No information available
Industries
  • Recreational Facilities and Services
Market Segment
  • 67% Small-Business
  • 24% Mid-Market
GleanView features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.9
9.4
Workflow Capability
Average: 8.5
9.4
Contact & Account Management
Average: 8.7
10.0
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
GleanView
Year Founded
2015
HQ Location
Jacksonville, FL
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Swiss software developer BSI provides a holistic, AI-supported platform for the digitalization of customer relationships. For Banking, Insurance, Retail, and Energy & Utilities, the BSI Custom

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 35% Enterprise
    • 35% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • BSI Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Management
    2
    Efficiency
    2
    Reporting
    2
    Automation Features
    1
    Automation Focus
    1
    Cons
    Learning Curve
    3
    High Complexity
    2
    CRM Issues
    1
    Expensive
    1
    Limited Customization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • BSI Software features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.9
    7.6
    Workflow Capability
    Average: 8.5
    7.7
    Contact & Account Management
    Average: 8.7
    8.1
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1996
    HQ Location
    Baden, CH
    LinkedIn® Page
    www.linkedin.com
    489 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The Swiss software developer BSI provides a holistic, AI-supported platform for the digitalization of customer relationships. For Banking, Insurance, Retail, and Energy & Utilities, the BSI Custom

Users
No information available
Industries
No information available
Market Segment
  • 35% Enterprise
  • 35% Mid-Market
BSI Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Management
2
Efficiency
2
Reporting
2
Automation Features
1
Automation Focus
1
Cons
Learning Curve
3
High Complexity
2
CRM Issues
1
Expensive
1
Limited Customization
1
BSI Software features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.9
7.6
Workflow Capability
Average: 8.5
7.7
Contact & Account Management
Average: 8.7
8.1
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
1996
HQ Location
Baden, CH
LinkedIn® Page
www.linkedin.com
489 employees on LinkedIn®
Entry Level Price:$49.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clarity CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizab

    Users
    No information available
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 64% Small-Business
    • 24% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Claritysoft Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Customer Support
    2
    Easy Customization
    2
    Easy Navigation
    2
    Easy Implementation
    1
    Cons
    Incomplete Information
    2
    Connectivity Issues
    1
    Contact Management
    1
    Data Entry
    1
    Expertise Required
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Claritysoft features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 8.9
    8.2
    Workflow Capability
    Average: 8.5
    8.5
    Contact & Account Management
    Average: 8.7
    8.3
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2006
    HQ Location
    Dublin, OH
    Twitter
    @Claritysoft
    387 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    26 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clarity CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizab

Users
No information available
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 64% Small-Business
  • 24% Mid-Market
Claritysoft Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Customer Support
2
Easy Customization
2
Easy Navigation
2
Easy Implementation
1
Cons
Incomplete Information
2
Connectivity Issues
1
Contact Management
1
Data Entry
1
Expertise Required
1
Claritysoft features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 8.9
8.2
Workflow Capability
Average: 8.5
8.5
Contact & Account Management
Average: 8.7
8.3
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2006
HQ Location
Dublin, OH
Twitter
@Claritysoft
387 Twitter followers
LinkedIn® Page
www.linkedin.com
26 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Propeller is a CRM that sales people actually want to use. We built Propeller CRM to help sales and marketing teams with the day-to-day work of selling inside Gmail and with Google Apps, helping to t

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 76% Small-Business
    • 18% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Propeller CRM features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.9
    8.6
    Workflow Capability
    Average: 8.5
    9.0
    Contact & Account Management
    Average: 8.7
    9.0
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2014
    HQ Location
    San Francisco, CA
    Twitter
    @propellercrm
    203 Twitter followers
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

Propeller is a CRM that sales people actually want to use. We built Propeller CRM to help sales and marketing teams with the day-to-day work of selling inside Gmail and with Google Apps, helping to t

Users
No information available
Industries
No information available
Market Segment
  • 76% Small-Business
  • 18% Mid-Market
Propeller CRM features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.9
8.6
Workflow Capability
Average: 8.5
9.0
Contact & Account Management
Average: 8.7
9.0
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2014
HQ Location
San Francisco, CA
Twitter
@propellercrm
203 Twitter followers
LinkedIn® Page
www.linkedin.com