Best CRM Software - Page 7

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.

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

    Connect instantly with leads generated through your marketing efforts with our sales engagement automation platform and CRM. Send a personalized text message, receive a phone call, send an email or ev

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 83% Small-Business
    • 17% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ClientTether.com features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.9
    9.4
    Workflow Capability
    Average: 8.5
    9.6
    Contact & Account Management
    Average: 8.6
    9.6
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2014
    HQ Location
    Greater Provo Area, US
    Twitter
    @ClientTether
    72 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Connect instantly with leads generated through your marketing efforts with our sales engagement automation platform and CRM. Send a personalized text message, receive a phone call, send an email or ev

Users
No information available
Industries
No information available
Market Segment
  • 83% Small-Business
  • 17% Mid-Market
ClientTether.com features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.9
9.4
Workflow Capability
Average: 8.5
9.6
Contact & Account Management
Average: 8.6
9.6
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2014
HQ Location
Greater Provo Area, US
Twitter
@ClientTether
72 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
(440)3.5 out of 5
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The world's most complete customer relationship management (CRM) solution, Oracle's Siebel CRM helps organizations differentiate their businesses to achieve maximum top-and bottom-line growth. Why O

    Users
    • Consultant
    • Customer Service Representative
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 65% Enterprise
    • 25% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Oracle Siebel 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
    Feature Richness
    4
    Easy Customization
    2
    User-Friendly
    2
    Customer Management
    1
    Cons
    Learning Curve
    3
    High Complexity
    2
    Expensive
    1
    Expertise Required
    1
    Limited Features
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Oracle Siebel features and usability ratings that predict user satisfaction
    7.1
    Has the product been a good partner in doing business?
    Average: 8.9
    7.8
    Workflow Capability
    Average: 8.5
    7.5
    Contact & Account Management
    Average: 8.6
    7.2
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Oracle
    Year Founded
    1977
    HQ Location
    Austin, TX
    Twitter
    @Oracle
    824,405 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    199,405 employees on LinkedIn®
    Ownership
    NYSE:ORCL
Product Description
How are these determined?Information
This description is provided by the seller.

The world's most complete customer relationship management (CRM) solution, Oracle's Siebel CRM helps organizations differentiate their businesses to achieve maximum top-and bottom-line growth. Why O

Users
  • Consultant
  • Customer Service Representative
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 65% Enterprise
  • 25% Mid-Market
Oracle Siebel 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
Feature Richness
4
Easy Customization
2
User-Friendly
2
Customer Management
1
Cons
Learning Curve
3
High Complexity
2
Expensive
1
Expertise Required
1
Limited Features
1
Oracle Siebel features and usability ratings that predict user satisfaction
7.1
Has the product been a good partner in doing business?
Average: 8.9
7.8
Workflow Capability
Average: 8.5
7.5
Contact & Account Management
Average: 8.6
7.2
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Oracle
Year Founded
1977
HQ Location
Austin, TX
Twitter
@Oracle
824,405 Twitter followers
LinkedIn® Page
www.linkedin.com
199,405 employees on LinkedIn®
Ownership
NYSE:ORCL

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

    Vtiger’s mission is to build software that gives customer-facing teams at small- and medium-sized businesses the ability to create fruitful and enduring relationships with customers. Vtiger CRM provi

    Users
    • CEO
    • Managing Director
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 69% Small-Business
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Vtiger All-In-One 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
    2
    Visibility
    2
    Affordable
    1
    Contact Management
    1
    Customer Management
    1
    Cons
    Limited Features
    3
    Missing Features
    3
    Company Size
    1
    Feature Issues
    1
    Interface Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Vtiger All-In-One CRM features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 8.9
    8.4
    Workflow Capability
    Average: 8.5
    8.7
    Contact & Account Management
    Average: 8.6
    8.1
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vtiger
    Year Founded
    2004
    HQ Location
    Cupertino, California
    Twitter
    @vtigercrm
    2,730 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    214 employees on LinkedIn®
    Phone
    1-877-784-9277
Product Description
How are these determined?Information
This description is provided by the seller.

Vtiger’s mission is to build software that gives customer-facing teams at small- and medium-sized businesses the ability to create fruitful and enduring relationships with customers. Vtiger CRM provi

Users
  • CEO
  • Managing Director
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 69% Small-Business
  • 30% Mid-Market
Vtiger All-In-One 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
2
Visibility
2
Affordable
1
Contact Management
1
Customer Management
1
Cons
Limited Features
3
Missing Features
3
Company Size
1
Feature Issues
1
Interface Issues
1
Vtiger All-In-One CRM features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 8.9
8.4
Workflow Capability
Average: 8.5
8.7
Contact & Account Management
Average: 8.6
8.1
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Vtiger
Year Founded
2004
HQ Location
Cupertino, California
Twitter
@vtigercrm
2,730 Twitter followers
LinkedIn® Page
www.linkedin.com
214 employees on LinkedIn®
Phone
1-877-784-9277
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Solid Performers CRM is one of the very few SAAS CRM Software which is capable of performing multiple functions which includes lead management, Lead Followup Management, Client Management, Client Foll

    Users
    No information available
    Industries
    • Real Estate
    • Electrical/Electronic Manufacturing
    Market Segment
    • 71% Small-Business
    • 25% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Solid Performers CRM features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.9
    10.0
    Workflow Capability
    Average: 8.5
    9.8
    Contact & Account Management
    Average: 8.6
    9.3
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2015
    HQ Location
    Bangalore, Karnataka
    Twitter
    @SolidPerformers
    193 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    19 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Solid Performers CRM is one of the very few SAAS CRM Software which is capable of performing multiple functions which includes lead management, Lead Followup Management, Client Management, Client Foll

Users
No information available
Industries
  • Real Estate
  • Electrical/Electronic Manufacturing
Market Segment
  • 71% Small-Business
  • 25% Mid-Market
Solid Performers CRM features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.9
10.0
Workflow Capability
Average: 8.5
9.8
Contact & Account Management
Average: 8.6
9.3
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2015
HQ Location
Bangalore, Karnataka
Twitter
@SolidPerformers
193 Twitter followers
LinkedIn® Page
www.linkedin.com
19 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ConvergeHub is an enterprise-grade CRM, with Sales, Marketing, Support and Billing, for managing all customer related activities from one unified platform. It is a high-horsepower business-growth plat

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 97% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ConvergeHub 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
    All-in-one Solutions
    1
    Customizability
    1
    Customization
    1
    Customization Options
    1
    Feature Richness
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ConvergeHub features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 8.9
    8.8
    Workflow Capability
    Average: 8.5
    9.0
    Contact & Account Management
    Average: 8.6
    8.8
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2016
    HQ Location
    San Francisco Bay Area, California
    Twitter
    @convergehub
    1,851 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ConvergeHub is an enterprise-grade CRM, with Sales, Marketing, Support and Billing, for managing all customer related activities from one unified platform. It is a high-horsepower business-growth plat

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 97% Small-Business
ConvergeHub 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
All-in-one Solutions
1
Customizability
1
Customization
1
Customization Options
1
Feature Richness
1
Cons
This product has not yet received any negative sentiments.
ConvergeHub features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 8.9
8.8
Workflow Capability
Average: 8.5
9.0
Contact & Account Management
Average: 8.6
8.8
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2016
HQ Location
San Francisco Bay Area, California
Twitter
@convergehub
1,851 Twitter followers
LinkedIn® Page
www.linkedin.com
14 employees on LinkedIn®
Entry Level Price:€22.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    vtenext is the first and only 100% Italian All-In-One open source CRM equipped with a BPMN Engine and AI algorithms. Departmental silos are a dangerous productivity killer that you need to avoid. Boo

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 63% Small-Business
    • 29% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • vtenext 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
    Easy Customization
    6
    Customer Support
    3
    Ease of Use
    3
    Flexibility
    3
    Customer Management
    2
    Cons
    Limited Customization
    4
    Incomplete Information
    3
    Learning Curve
    2
    Expertise Required
    1
    Not Intuitive
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • vtenext features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 8.9
    8.6
    Workflow Capability
    Average: 8.5
    8.8
    Contact & Account Management
    Average: 8.6
    8.7
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    vtenext
    Year Founded
    2011
    HQ Location
    Milano, Lombardia
    Twitter
    @vtenext
    29 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

vtenext is the first and only 100% Italian All-In-One open source CRM equipped with a BPMN Engine and AI algorithms. Departmental silos are a dangerous productivity killer that you need to avoid. Boo

Users
No information available
Industries
  • Computer Software
Market Segment
  • 63% Small-Business
  • 29% Mid-Market
vtenext 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
Easy Customization
6
Customer Support
3
Ease of Use
3
Flexibility
3
Customer Management
2
Cons
Limited Customization
4
Incomplete Information
3
Learning Curve
2
Expertise Required
1
Not Intuitive
1
vtenext features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 8.9
8.6
Workflow Capability
Average: 8.5
8.8
Contact & Account Management
Average: 8.6
8.7
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
vtenext
Year Founded
2011
HQ Location
Milano, Lombardia
Twitter
@vtenext
29 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
(82)4.5 out of 5
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50% off: $17 per month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Bloom is a business workspace for independent business owners, freelancers, and service professionals. It connects all client touch-points in a professional experience, including digital forms, quotes

    Users
    No information available
    Industries
    • Photography
    • Marketing and Advertising
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Bloom features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 8.9
    8.3
    Workflow Capability
    Average: 8.5
    8.9
    Contact & Account Management
    Average: 8.6
    8.2
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Bloom.io
    Year Founded
    2015
    HQ Location
    Vancouver, WA
    Twitter
    @bloomcrm
    9,756 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.

Bloom is a business workspace for independent business owners, freelancers, and service professionals. It connects all client touch-points in a professional experience, including digital forms, quotes

Users
No information available
Industries
  • Photography
  • Marketing and Advertising
Market Segment
  • 100% Small-Business
Bloom features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 8.9
8.3
Workflow Capability
Average: 8.5
8.9
Contact & Account Management
Average: 8.6
8.2
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Bloom.io
Year Founded
2015
HQ Location
Vancouver, WA
Twitter
@bloomcrm
9,756 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.

    ELMA365 is a low-code BPM platform that helps businesses accelerate digital transformation and innovate faster. With ELMA365 you can deliver enterprise-grade apps and automate processes with little to

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 83% Mid-Market
    • 11% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ELMA365 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
    1
    Cons
    Expensive
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ELMA365 features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 8.9
    0.0
    No information available
    10.0
    Contact & Account Management
    Average: 8.6
    8.3
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Slovakia
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ELMA365 is a low-code BPM platform that helps businesses accelerate digital transformation and innovate faster. With ELMA365 you can deliver enterprise-grade apps and automate processes with little to

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 83% Mid-Market
  • 11% Small-Business
ELMA365 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
1
Cons
Expensive
1
ELMA365 features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 8.9
0.0
No information available
10.0
Contact & Account Management
Average: 8.6
8.3
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
HQ Location
Slovakia
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SalesBabu a user-friendly Online CRM Software to our values customer, without skimping on customization or robustness.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 46% Mid-Market
    • 36% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SalesBabu 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
    Customer Support
    3
    Ease of Use
    3
    User-Friendly
    2
    Automation Focus
    1
    Easy Customization
    1
    Cons
    Integration Issues
    2
    Bugs
    1
    Connectivity Issues
    1
    Expensive
    1
    Limited Customization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SalesBabu CRM features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 8.9
    9.3
    Workflow Capability
    Average: 8.5
    9.2
    Contact & Account Management
    Average: 8.6
    9.1
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2006
    HQ Location
    Bangalore, Karnataka
    Twitter
    @SalesBabu
    220 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.

SalesBabu a user-friendly Online CRM Software to our values customer, without skimping on customization or robustness.

Users
No information available
Industries
No information available
Market Segment
  • 46% Mid-Market
  • 36% Small-Business
SalesBabu 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
Customer Support
3
Ease of Use
3
User-Friendly
2
Automation Focus
1
Easy Customization
1
Cons
Integration Issues
2
Bugs
1
Connectivity Issues
1
Expensive
1
Limited Customization
1
SalesBabu CRM features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 8.9
9.3
Workflow Capability
Average: 8.5
9.2
Contact & Account Management
Average: 8.6
9.1
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2006
HQ Location
Bangalore, Karnataka
Twitter
@SalesBabu
220 Twitter followers
LinkedIn® Page
www.linkedin.com
26 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Workbooks is the affordable CRM alternative to Salesforce and HubSpot. For sales teams aiming to better identify opportunities, increase deal closures, and boost revenue growth, Workbooks provides sa

    Users
    • Managing Director
    • Director
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 61% Small-Business
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Workbooks 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
    17
    Customer Support
    11
    Customization
    10
    Helpful
    8
    Customizability
    7
    Cons
    Learning Curve
    6
    Limitations
    6
    Complex Features
    4
    Limited Features
    4
    Missing Features
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Workbooks 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
    8.5
    Contact & Account Management
    Average: 8.6
    8.2
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Workbooks
    Company Website
    Year Founded
    2009
    HQ Location
    Reading, Berkshire
    Twitter
    @Workbooks
    2,841 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    65 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Workbooks is the affordable CRM alternative to Salesforce and HubSpot. For sales teams aiming to better identify opportunities, increase deal closures, and boost revenue growth, Workbooks provides sa

Users
  • Managing Director
  • Director
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 61% Small-Business
  • 33% Mid-Market
Workbooks 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
17
Customer Support
11
Customization
10
Helpful
8
Customizability
7
Cons
Learning Curve
6
Limitations
6
Complex Features
4
Limited Features
4
Missing Features
4
Workbooks 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
8.5
Contact & Account Management
Average: 8.6
8.2
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Workbooks
Company Website
Year Founded
2009
HQ Location
Reading, Berkshire
Twitter
@Workbooks
2,841 Twitter followers
LinkedIn® Page
www.linkedin.com
65 employees on LinkedIn®
Entry Level Price:$32 month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Zurmo is an Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified. We use a test-driven methodology for building every part of the application. This means

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 53% Small-Business
    • 29% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Zurmo features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 8.9
    7.9
    Workflow Capability
    Average: 8.5
    8.5
    Contact & Account Management
    Average: 8.6
    8.9
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2011
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Zurmo is an Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified. We use a test-driven methodology for building every part of the application. This means

Users
No information available
Industries
No information available
Market Segment
  • 53% Small-Business
  • 29% Mid-Market
Zurmo features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.9
7.9
Workflow Capability
Average: 8.5
8.5
Contact & Account Management
Average: 8.6
8.9
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
2011
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
(44)4.8 out of 5
Save to My Lists
Entry Level Price:$29.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service,

    Users
    No information available
    Industries
    • Financial Services
    • Logistics and Supply Chain
    Market Segment
    • 57% Mid-Market
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Orgzit 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
    16
    Efficiency
    10
    Organization
    8
    Data Management
    7
    Features
    7
    Cons
    Learning Curve
    2
    Connectivity Issues
    1
    Design Difficulty
    1
    Difficult Customization
    1
    Display Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Orgzit features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 8.9
    9.3
    Workflow Capability
    Average: 8.5
    9.4
    Contact & Account Management
    Average: 8.6
    9.3
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Orgzit
    Year Founded
    2016
    HQ Location
    San Jose, California
    Twitter
    @Orgzit
    229 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.

Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service,

Users
No information available
Industries
  • Financial Services
  • Logistics and Supply Chain
Market Segment
  • 57% Mid-Market
  • 32% Small-Business
Orgzit 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
16
Efficiency
10
Organization
8
Data Management
7
Features
7
Cons
Learning Curve
2
Connectivity Issues
1
Design Difficulty
1
Difficult Customization
1
Display Issues
1
Orgzit features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 8.9
9.3
Workflow Capability
Average: 8.5
9.4
Contact & Account Management
Average: 8.6
9.3
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Seller
Orgzit
Year Founded
2016
HQ Location
San Jose, California
Twitter
@Orgzit
229 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
Entry Level Price:Starting at $25.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Feeling like your business is running you instead of the other way around? Daylite is here to help! It’s an all-in-one app built just for small business owners like you—designed to make managing clien

    Users
    • Director
    • Owner
    Industries
    • Marketing and Advertising
    • Management Consulting
    Market Segment
    • 87% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Daylite 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
    Organization
    2
    Project Management
    2
    Real-time Updates
    2
    Task Management
    2
    Cons
    Contact Management
    1
    Data Entry
    1
    Email Issues
    1
    Expensive
    1
    Expensive Add-ons
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Daylite features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 8.9
    8.8
    Workflow Capability
    Average: 8.5
    9.2
    Contact & Account Management
    Average: 8.6
    8.8
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1999
    HQ Location
    Ontario, Canada
    Twitter
    @marketcircle
    2,927 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    45 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Feeling like your business is running you instead of the other way around? Daylite is here to help! It’s an all-in-one app built just for small business owners like you—designed to make managing clien

Users
  • Director
  • Owner
Industries
  • Marketing and Advertising
  • Management Consulting
Market Segment
  • 87% Small-Business
  • 9% Mid-Market
Daylite 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
Organization
2
Project Management
2
Real-time Updates
2
Task Management
2
Cons
Contact Management
1
Data Entry
1
Email Issues
1
Expensive
1
Expensive Add-ons
1
Daylite features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 8.9
8.8
Workflow Capability
Average: 8.5
9.2
Contact & Account Management
Average: 8.6
8.8
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Year Founded
1999
HQ Location
Ontario, Canada
Twitter
@marketcircle
2,927 Twitter followers
LinkedIn® Page
www.linkedin.com
45 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Made for companies that sell, service, and support technology, ConnectWise PSA (formerly ConnectWise Manage) is the leading business management platform worldwide. Technology Solution Providers (TSPs)

    Users
    • President
    • Network Engineer
    Industries
    • Information Technology and Services
    • Computer & Network Security
    Market Segment
    • 67% Small-Business
    • 27% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ConnectWise PSA 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
    18
    Client Management
    8
    Integration
    8
    Customer Support
    7
    Feature Richness
    7
    Cons
    Learning Curve
    8
    Complex Usability
    7
    Expensive
    6
    Poor Customer Support
    6
    Integration Issues
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ConnectWise PSA features and usability ratings that predict user satisfaction
    7.3
    Has the product been a good partner in doing business?
    Average: 8.9
    8.0
    Workflow Capability
    Average: 8.5
    8.5
    Contact & Account Management
    Average: 8.6
    7.9
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1982
    HQ Location
    Tampa, FL
    Twitter
    @ConnectWise
    15,123 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,049 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Made for companies that sell, service, and support technology, ConnectWise PSA (formerly ConnectWise Manage) is the leading business management platform worldwide. Technology Solution Providers (TSPs)

Users
  • President
  • Network Engineer
Industries
  • Information Technology and Services
  • Computer & Network Security
Market Segment
  • 67% Small-Business
  • 27% Mid-Market
ConnectWise PSA 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
18
Client Management
8
Integration
8
Customer Support
7
Feature Richness
7
Cons
Learning Curve
8
Complex Usability
7
Expensive
6
Poor Customer Support
6
Integration Issues
5
ConnectWise PSA features and usability ratings that predict user satisfaction
7.3
Has the product been a good partner in doing business?
Average: 8.9
8.0
Workflow Capability
Average: 8.5
8.5
Contact & Account Management
Average: 8.6
7.9
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Company Website
Year Founded
1982
HQ Location
Tampa, FL
Twitter
@ConnectWise
15,123 Twitter followers
LinkedIn® Page
www.linkedin.com
3,049 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Progress Podio is a flexible, custom collaboration database that enables you to accelerate and simplify your work. An all-in-one solution to accelerate productivity, digitize essential processes, stre

    Users
    • Owner
    • CEO
    Industries
    • Real Estate
    • Information Technology and Services
    Market Segment
    • 61% Small-Business
    • 27% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Podio 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
    23
    Task Management
    17
    Customizability
    12
    Customization
    12
    Customization Options
    12
    Cons
    Learning Curve
    12
    Limited Features
    10
    Not Intuitive
    10
    User Interface
    10
    Missing Features
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Podio features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 8.9
    8.9
    Workflow Capability
    Average: 8.5
    8.6
    Contact & Account Management
    Average: 8.6
    8.5
    Opportunity & Pipeline Mgmt.
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1981
    HQ Location
    Burlington, MA.
    Twitter
    @ProgressSW
    50,183 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,615 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Progress Podio is a flexible, custom collaboration database that enables you to accelerate and simplify your work. An all-in-one solution to accelerate productivity, digitize essential processes, stre

Users
  • Owner
  • CEO
Industries
  • Real Estate
  • Information Technology and Services
Market Segment
  • 61% Small-Business
  • 27% Mid-Market
Podio 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
23
Task Management
17
Customizability
12
Customization
12
Customization Options
12
Cons
Learning Curve
12
Limited Features
10
Not Intuitive
10
User Interface
10
Missing Features
9
Podio features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 8.9
8.9
Workflow Capability
Average: 8.5
8.6
Contact & Account Management
Average: 8.6
8.5
Opportunity & Pipeline Mgmt.
Average: 8.5
Seller Details
Company Website
Year Founded
1981
HQ Location
Burlington, MA.
Twitter
@ProgressSW
50,183 Twitter followers
LinkedIn® Page
www.linkedin.com
3,615 employees on LinkedIn®