Keap
Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamline sales and manage customer experiences. Users can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts. The system’s reporting and analytics tools help users run analyses on parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more. Pricing is on a monthly subscription basis and includes support via phone, email, and FAQs.
Close
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons. Packed with productivity tools like task reminders and Power Dialer, you'll reach more leads and follow up more often. Close is designed with the goal of making salespeople as efficient as possible. Make and receive calls with just 1-click. All calls are logged automatically (no manual data entry!). Looking at scalability? With bulk email automation tools and cold calling features like the power and predictive dialer, you can reach large lead lists quickly and perform high volume sales in Close. Primary features include lead management, global calling management, 2-way email sync, and reporting. Other features include a built-in text messaging feature, sales pipeline view, email marketing tools, and predictive dialing. The software has an open API and offers integration with 50+ applications including Zapier, Zendesk, and Wufoo. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.
HubSpot CRM
With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including accounting, marketing, sales, construction, retail, real estate and more. It offers features including outbound and inbound marketing, sales automation, sales pipeline management, customer relations management, email tracking, lead management, contact management and more. HubSpot CRM offers a visual dashboard with a real-time view of the entire sales funnel. Using the CRM system, businesses can track customer interactions automatically through email, social media, live chat or phone calls and every interaction is stored in a timeline organized by lead. The HubSpot CRM marketing tool offers lead generation and email marketing automation features to help businesses create and manage email templates and track how well those emails are performing. The HubSpot CRM sales tools help sales reps to manage contacts, track deals, manage their sales pipeline and more. The platform integrates with other HubSpot tools such as HubSpot Marketing Hub and HubSpot Sales Hub, as well as third party platforms including Zoho CRM, Salesforce, SugarCRM and more. HubSpot CRM's free plan is free forever and includes access to all HubSpot sales, marketing, customer service and contact management tools for unlimited users.
Pipedrive
Pipedrive is a cloud-based sales CRM and pipeline management solution designed to streamline sales activities and deal monitoring for businesses. Built on the activity-based selling methodology, Pipedrive facilitates the entire process of converting potential deals into successful sales. Accessible 24/7 via web browsers or dedicated mobile apps, it offers flexibility for users. Pipedrive provides comprehensive visibility into various sales pipelines, showcasing progress stages for each deal along with detailed information on next actionable steps. The activity and goal feature enables users to monitor pending activities within each pipeline. Custom reporting tools enhance sales management, allowing tracking of individual and team targets, analysis of sales data, and generation of visual reports. Seamless integration with popular email service providers like Outlook, Gmail, and Yahoo facilitates sending and receiving emails from multiple accounts through Pipedrive. Moreover, it connects with leading CRM tools for transferring contact details, communication history, and other information. Additionally, Pipedrive collaborates with Google Maps, MailChimp, Trello, and Zapier.
LiveAgent
LiveAgent is an online Help Desk solution for e-commerce businesses at the small and midsize levels. The platform offers live chat application, ticket management, online self-service portals, and change and license management, all as either in-suite or standalone applications. LiveAgent offers a selection of broader customer relationship management (CRM) applications, such as marketing and sales force automation in cooperation with a variety of third-party software companies. It is a customizable solution that can scale as small companies grow their customer base and online services. The software provides a ticket management system where the ticket contains the complete stream of chat messages, emails, phone calls, or messages from other communication channels between the customer and support staff of the company. LiveAgent for Startups: Startup program is free for the first 6 months for startups that apply. This is an exclusive opportunity for startups to get access to the best customer support software in the market with no upfront costs. After the first 6 months, startups can continue using LiveAgent at a discounted rate. LiveAgent is offered as both web-based (cloud) software and on-premise installations. The cloud option is priced on a pay-per-user basis by a number of agents, and the on-premise options use the up-front pricing model, based solely on the number of agents. Start with a 14-Day free trial, no credit card needed, no contracts.
Salesforce Essentials
SalesforceIQ is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction database. Mobile apps are available for Android and iOS devices. SalesforceIQ manages details of both customers and prospective customers. Information can be entered into the system automatically from emails, calendars and marketing automation systems. Users can see if other team members have already communicated with contacts. SalesforceIQ creates automatic reminders, so if users do not remember to respond to emails, the system will send them alerts to follow up. The solution also includes a Gmail extension. Users can reach out to contacts without toggling between their email inboxes and CRM software. SalesforceIQ is priced on a per user per month basis. It is integrated with Pardot, MailChimp and HubSpot. Support is offered via online ticket.
Cool Life CRM
Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various industries such as textiles, investment banking, food and beverages, health and wellness and more. Key features include lead management, financial management, marketing automation integration, expense tracking and segmentation capabilities. Cool Life CRM’s users can integrate the solution with their existing business processes and also manage communications, transactions, documents and more in a central database. The solution’s segmentation and account-based nurturing capabilities help users to manage interactions and communicate with customers individually or in bulk. Additionally, Cool Life CRM features a custom reporting module that enables users to keep track of their organizations' performance. Pricing is per month. Support is available via phone and email.
Help Scout
Help Scout is a dedicated customer support platform built for growing teams to deliver best-in-class customer service. When you sign up you get access to an entire suite of tools, all optimized specifically for customer support. Help Scout's shared inbox includes features like private notes and @mentions to improve team collaboration, and collision detection helps reduce duplicate work by showing when an agent is actively working on a specific conversation. You can automate routine tasks like conversation sorting with workflows and get additional context with customer profiles. If you’re looking to create a powerful customer knowledge base, Docs is right up your alley. The intuitive editor makes creating help center content a breeze, and built-in search functionality and organization features ensure customers can find the content they need. Docs-specific reports show which content is doing best and the most helpful areas for you to expand. You also get access to Beacon, which offers live chat capabilities and proactive support options through an embeddable widget. Customers can search help documentation or submit a question to your support team right from the widget, helping them get answers when and where they need them most. Help Scout also comes loaded with pre-built performance dashboards. Reports help you better understand individual and team performance, and you can create custom views to have a snapshot of the metrics most important to you. Last, but certainly not least, you get access to Help Scout’s world-class support team who are available by email 24/6 to answer any questions you may have.
Sendlane
Sendlane is a cloud-based email marketing solution for content creators, digital marketers, and e-commerce companies. Key features include email automation, performance tracking, real-time reporting and analytics as well as email retargeting. Sendlane enables users to create personalized emails and send them to a targeted segment. The solution lets marketing managers create mailing lists based on audience demographics, purchase behavior, point of sale, location and more. Email retargeting allows businesses to activate and deploy workflows based on the user's interaction with the website. Sendlane’s event tracking capability collects audience information, tracks clicks and analyzes revenue generated through every email. The solution also provides a dashboard to view details like user history and activity on the website. Sendlane offers third-party integration with Shopify, Privy, Woocommerce and more. Services are offered on a monthly subscription basis and support is provided via email, live chat and through an online knowledge base.
Leadsolo
Leadsolo is a cloud-based solution that helps businesses across healthcare, fashion, IT services, education, eCommerce and other verticals search and verify contact details of prospects via a unified portal. The platform enables marketing teams to maintain and export multiple contact lists and add notes. Leadsolo automatically gathers contact details about prospects in a centralized database and lets users view and sort information by location, industry, revenue, role, employee range, and other criteria. Enterprises can add multiple marketing teams and handle billing operations. Additionally, marketers can utilize the built-in website lookup functionality to view and verify domains and prospects’ contact details in real-time. Leadsolo lets teams manage lead generation activities by searching email IDs and other client details using plugins for browsers and LinkedIn. It is available on monthly/annual subscriptions and support is extended via email and an online form.