Top CRM Software Comparison

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CRM Software Buyer's Guide

Last updated on June 27th, 2019

The Best CRM Software is All About Building Relationships and Connections

CRM software is a crucial element of managing your sales process and improving both conversion and retention rates. CRM systems (Customer Relationship Management) do exactly what they sound like — manages your organization’s relationships with your customers. They typically involve elements of marketing automation, sales force automation, client management and customer service. In this guide to CRM solutions, you will find a crash course in selecting the perfect system for your business. We begin with some information about the market and break down market share so you have some background knowledge about the field. Then you’ll learn the basics and benefits of customer relationship management and find out which features are absolutely crucial. We’ll also help you discover which features your specific organization requires in a CRM platform. Once you’ve gone through the basics, we’ll give you unique and powerful tools to compare a shortlist of systems from a variety of vendors to make sure you’re making empowered software decisions.

Executive Summary

  • CRM solutions streamline critical parts of your sales process
  • Customer relationship management platforms help users stay on top of customer relationship building, lead management and lead follow-up in an organized manner
  • CRM tools allow marketing teams to create targeted, personalized content
  • Customer relationship management software deliver that content at critical stages in a customer’s journey
  • Customer relationship management tools improve communication, collaboration, efficiency and overall effectiveness of marketing efforts

CRM Market

Many customer relationship management pundits would tell you the CRM system market is increasingly dominated by a small number of large vendors. However, research suggests otherwise. The most recent CRM Market Share Report from Gartner demonstrates that the collective market share among the biggest CRM companies is declining and that a number of emerging customer relationship management publishers are stepping up and taking market share away from the old guard.

This market share redistribution trend is driven by both innovative CRM solutions and buyers who have altered their CRM system selection criteria. The market is a 24-year-old software industry, putting it somewhere between mature and commoditized. CRM products have reached a certain stage of parity in terms of marketing, sales and service technology enablement. Customers now seek new and different customer relationship management capabilities.

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Basics and Benefits of CRM

Right-Sized CRM

There is no such thing as a one-size-fits-all customer relationship management software solution. Small and midsize businesses (SMBs) generally have more intimate relationships with their customers and manage a higher volume of interactions and activities for each customer. SMBs desire a feature-rich customer management software but without the bloat that adds administration and overhead. Enterprise customers need more sophisticated security models, collaboration apps and platform tools.

Software Agility

Small businesses are also much more agile than large organizations, and therefore need a CRM system that can more swiftly accommodate movement and change. Whether altering how data rolls up, modifying forms, changing business process automation or creating new information reporting, small businesses need the ability to adjust their CRM system without reliance on technical or IT resources. On the flip side, enterprise customers need software flexibility that accommodates changes to territory management, revised sales plans, complex forecasting and more sophisticated data management and system integration.

User Productivity

Improving user productivity is a common objective for buyers. CRM tools that reduce keystrokes, logically sequence process steps, trigger next steps or reminders, use workflow to automate business processes, deliver alert notifications and offer simple desktop integration support improvements in user productivity.

The User Experience (UX)

The most modern CRM systems have adopted consumer technologies in order to reduce learning curves and deliver a more rewarding user experience. These user interfaces leverage more white space, less clutter, guided behaviors and embedded analytics. They also offer more one-click options, such as Quick Create functions or traceability to previously viewed records or transactions.

The Customer Experience (CX)

CX management is a strategic customer strategy supported by forward-thinking customer relationship management publishers. Customers are more connected and informed, and businesses must have the tools to connect with customer audiences in relevant, personalized and contextual ways. The customer record in customer relationship management systems should be stored as a central customer profile. Users can manage all customer data from any channel or device the customer chooses to interact with their providers.

Unified Platform

CRM systems have evolved from departmental applications to enterprise suites. Leading customer relationship management providers have gone a step further by building their CRM solutions on powerful platforms. These platform solutions offer broader company support and extensibility. They may also offer third-party ecosystems, such as app stores or integrated third-party solutions from popular independent software vendors (ISVs), which further accelerates deployment cycles, reduces custom integration and eases future upgrades.

Total Cost of Ownership (TCO)

CRM platform pricing varies widely despite near feature set parity among competing solutions. This is most evident with market share leaders who leverage their brand to justify price premiums. However, as the customer relationship management market continues to mature price premiums will erode. Also, buyers must apply diligence to understand the unintended financial consequences of version upgrades, add-on capabilities and needed services. Buyers favor inclusive pricing without gimmicks and with no surprises. Some even offer basic open source customer relationship management platforms to get users started with the system and then offer paid packages later on when their needs become more substantial.

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Implementation Goals

It’s important to start any CRM tool selection with an implementation strategy. Installing software with a poor customer relationship management platform strategy, or even no strategy, is the number one reason for lagging adoption, low CRM systems utilization and overall project failure.

Keep in mind that customer relationship management is not a software application. It’s a business strategy aimed at growing mutually rewarding and profitable customer relationships.

A CRM strategy is a lot like a map. You need to understand where you are starting from and where you want to go if you expect to get there using the shortest route. Having a set of implementation goals can help you guide your selection of CRM solutions and ensure that you are on the path to success. Some implementation goals of customer relationship management technology are as follows:

Boost Customer Satisfaction

Streamlining and improving the customer’s relationship with your organization is the first and foremost concern of CRM platforms. From lead generation capabilities that target the perfect clients for your business to sophisticated ticketing and support services, customer relationship management systems have you covered.

Increase Efficiency

Users can increase the efficiency of marketing campaigns, sales reps and nurturing efforts through a single system when they fully utilize their CRM product.

Improve Customer Retention

Users can leverage complete control over their sales pipeline to nurture leads like they’ve never been nurtured before. From attracting the right leads to contacting them at the perfect moment, marketing teams, sales reps and managers can collaborate for a winning sales strategy that will keep customers coming back.

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Selecting Customer Relationship Management Software

Customer relationship management software provides many benefits to a business, from making the sales department more productive to building customer retention. CRM tools are widely used, with Gartner reporting the market size at $39.5 billion and recognizing it as the largest software market. A sales CRM system handles many critical processes for your business, especially in the sales department. Therefore, CRM platform selection requires researching, sourcing, validating and performing due diligence before you sign a contract.

Requirements Gathering

Any CRM platform may have a long list of features or use the most cutting-edge technology, but it can be a poor choice for your organization if it doesn't meet your requirements. That's why step one in your purchase should be to establish the key requirements your system must meet before you start evaluating solutions. Some core CRM software features to consider when gathering your requirements include:

Contact Management

Contact management is the entire point of customer relationship management software, so this requirement revolves around making sure the contact handling is sufficient for your current work processes. CRM tools may have email auto-response integration and follow-up reminders, along with the ability to display key information on each lead.

BPM'Online Contact Management
BPM'Online's contact management interface

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Sales Pipeline Visualization

This feature shows a visual representation of the sales pipeline, as well as where all contacted leads are in their customer journey.

Reporting

The CRM tools reporting feature can cover everything from sales figures to marketing ROI. These reports provide concrete data essential for optimizing sales and marketing efforts, identifying poor performing areas and revealing response rates.

Leadmaster Campaign Tracking and Reporting
Campaign tracking and reporting feature from LeadMaster

Predictive Analytics

This analytical tool parses historical and big data to make predictions on sales and marketing team collaboration. It can identify the optimal times to contact leads, which lead demographics are likely to convert at different parts of the customer journey and other useful business intelligence.

Lead Management

This is another critical CRM platform function that allows your sales department to nurture leads, qualify leads and use a lead scoring system to determine the priority of contacts.

Bloomerang Lead Management
Bloomerang lets you keep an eye on all lead activity

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Marketing Automation Integration

Sales and marketing work hand-in-hand, so creating a closer relationship helps to optimize both departments. Many CRM solutions integrate with popular marketing automation tools for a seamless experience.

Sales Force Automation

Helps automate tasks like inventory control, sales processing, monitoring customer interactions, providing sales forecasts and performance analysis.

Infor CRM Sales Force Automation Features
Infor CRM automates sales force activities like opportunity management and campaign analysis

Deployment

The Software as a Service (SaaS) cloud model provides many advantages for companies, including reduced upfront and maintenance costs. However, on-premise solutions don't rely on vendors, avoid potential network latency and may offer better data security.

Mobile CRM

Mobile access is useful for sales staff in the field, allowing them to access critical lead information and make lead contact notes directly through a smartphone or tablet.

Mothernode CRM Mobile App
Mothernode offers an intuitive native mobile app

Social CRM

Social media provide many data points on potential leads, but not all CRM systems integrate this data into the lead's contact notes.

More features for your consideration are available in this features list.

Top CRM System Features List

Once you identify your requirements, you can arrange your shortlist by priority. While some solutions offer everything on the features list and then some, they won't necessarily be the right solution for your business. Look through available content on the vendor's website, social media channels and industry authority websites to determine whether it passes the first impression test.

From our research with hundreds of CRM systems buyers, we have unique knowledge about what kind of software is being selected and why. Here are the top features buyers wanted this year:

 

Integration

Your customer relationship management tool should be able to import and export information directly (and instantly) from other sources like email, websites, call logs and customer service tickets. Eliminate data duplication, reduce the amount of menial repetitive tasks your employees have to do and streamline the experience for your customers and employees alike.

Marketing Automation

This software automates repetitive marketing tasks like scheduling batch emails and lead segmenting. This feature increases organization-wide efficiency and streamlines the workflows and collaboration of marketing and sales teams.

Contact Management

This feature syncs customer data from websites, email or other software to populate customizable fields within the database. Users can keep all customer information together for sales targeting, customer service and other nurturing activities.

Reporting

Reporting functionality allows users to view snapshots of individual activities within their business. By identifying specific points of contention, managers can put plans into action to solve them.

Pipeline Management

Sales pipeline management offers users an overall view of the customer lifecycle with your brand. Leads are segmented based on where they are in the pipeline and can be nurtured accordingly. This reduces mistimed opportunities, weeds out under-qualified leads and streamlines the customer lifecycle.

CRM Software Report

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Compare CRM Solutions

We can’t just give you a software list with the best and worst in the industry — it doesn’t work that way. Each business is different and has different CRM product needs. One way to begin you search it to talk to your colleagues and industry contacts about what CRM tool they use. Get recommendations from clients following your social media channels and ask LinkedIn groups what they think about your prospective selections. You may learn about the benefits of CRM systems you didn't know the solutions offered or hear horror stories that drive you away.

Before you begin to compare CRM software, we recommend that you start by defining your requirements. Using a CRM system requirements template, you can define and rank your most important CRM features and requirements. Start with the CRM features list above, and then ask your organization to see what other requirements you need.

For a more data-driven approach, consider our in-depth CRM comparison matrix. Users can compare software vendors based on how well our analyst team scored them for different features. For a really meaningful CRM platform comparison, get them broken out into a full evaluation report like the one our analysts have compiled.

Choosing a CRM Solutions Vendor

Now it’s time to get down to business and choose a vendor for your very own CRM platform. To start, you should conduct business case analyses to determine which system is the most advantageous. You have a few ways to conduct this analysis, depending on your needs. For example, some companies focus on the total cost of ownership, while others want to know how well the system improves sales ROI.

Once you compare CRM features and requirements and define which are most pertinent to your organization, create a list of matching CRM vendors. When it comes to CRM software comparisons, there are several steps you’ll need to take.

These steps include assessing vendor capabilities, negotiating price and, finally, making a selection. Following a CRM comparison guide can help you organize the shortlisting process, ensuring you don’t accidentally skip a step.

Vendor viability is a critical part of the decision process, especially if you're using a cloud-based solution. How long has the vendor been around? Does it have clients that are similar in size to your business? How responsive is its support? Ask for references, and cast a net across your professional network to see who else has used the vendor. Determine whether the use cases the other companies worked with are close to your own.

Questions to Ask Yourself

  • Is this solution flexible enough to meet your organization’s needs?
  • Which relationships and workflows do you need to manage?
  • Is this solution scalable? Do you need it to be?
  • Will an out-of-the-box solution do, or will you need a custom CRM product?
  • Will you need to integrate your customer relationship management tool with other software, like ERP?
  • What is the long-term viability of the vendors you are considering? Will they be around in five years to continue providing support?
  • Are your requirements industry-specific?
  • Is on-premise or cloud-based deployment better for your organization?

Questions to Ask Vendors

  • How much customer support will they offer you? Does it come at an extra charge?
  • How often are updates and enhancements offered? Does this impact the accessibility of the system?
  • How well will this customer relationship management system integrates with other software like BI tools?
  • What security and redundancy protocols does this vendor take to protect your data?
  • Does this vendor offer industry-specific customer relationship management platform?
  • How is this CRM solution deployed?
  • Do they offer any transition and setup services?
  • Does this vendor have a proven track record of successful client relationship management?
  • Is customer relationship management this vendor’s main priority?
  • What features will cost extra?
  • Does this vendor specialize in customer relationship management for small business, mid-sized organizations or enterprises?

CRM Software Report

Expert recommendations and analysis on the top CRM products

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Conclusion

A CRM solution streamlines critical parts of your sales process, enabling you to stay on top of customer relationship building, lead management and lead follow-up in an organized manner. It allows marketing teams to create targeted, personalized content delivered at critical stages in a customer’s journey. Customer relationship management systems improve communication, collaboration, efficiency and overall effectiveness of marketing efforts. The right process provides you with countless benefits, so it's important to do your due diligence and get exactly what you need for your company.

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Salesforce

User Satisfaction:
n/a

Salesforce is the Customer Success Platform. Our social and mobile cloud technologies—including our flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways.

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LeadMaster CRM

User Satisfaction:
91%

Get an all-in-one CRM, sales and marketing tool that fits the needs of your business. Can work together with your sales team to deliver your ultimate objective – more sales for your business. Whenever your team has any interaction with a lead or a customer, they will have all the information that they need at their fingertips – past orders, contact information, proposal details, social information etc.

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bpm online CRM

User Satisfaction:
100%

Bpm’online CRM is the most agile platform for midsize and large enterprises to accelerate sales, marketing, service and operations. This platform helps to align data, processes, and teams enabling them to better connect with digital native customers and rapidly adapt. Provides its customers with comprehensive full-fledged applications that can be deployed as standalone products, or as a bundle on a single platform.

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Oracle Sales Cloud (SMB)

User Satisfaction:
81%

Oracle Engagement Cloud is a customer relationship management platform equipped with artificial intelligence. It is a cloud-based solution, best suited for small and midsize businesses. It offers many productivity features like voice-activated mobile interfaces, automated assignment and distribution of leads, and activity management tools directly from the email.Its distinctive features include sales force automation, sales performance management, partner relationship management, social collaboration, adaptive intelligence and customer data enrichment.

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NetSuite CRM

User Satisfaction:
60%

NetSuite CRM+ software is the only cloud solution that delivers a real-time 360-degree view of your customer. Provides a seamless flow of information across the entire customer lifecycle from lead through to opportunity, sales order, fulfillment, renewal, upsell, cross-sell, and support. Delivers quotes, order management, commissions, sales forecasting and integrated Ecommerce capabilities.

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Base

User Satisfaction:
84%

Base is the #1 rated CRM and sales mobile app in the iOS and Android stores, with more than a quarter of a million app downloads.

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Copper CRM

User Satisfaction:
93%

Copper is the No.1 CRM for G Suite and the only one recommended by Google. It works instantly through a seamless integration with G Suite, has a beautiful user experience, and is designed to help teams and businesses build long-lasting relationships. Copper services more than 12,000 paid businesses in more than 110 countries.

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Shape Software

User Satisfaction:
100%

Shape's cloud-based software helps you grow and manage your company with tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers. and automate everyday tasks. Features are tailor-made to solve your unique industry challenges with verticals in legal, real estate, mortgage, insurance, education, hvac, and construction. Explore collaboration tools that facilitate project information sharing within and across departments and user roles.

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TeamGram

User Satisfaction:
100%

The intuitive CRM Sales Management tool for small medium sized businesses. Use TeamGram to boost your sales. Manage your sales pipeline, keep track of your customer interactions and never let a deal fall through the cracks.

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Pipeliner CRM

User Satisfaction:
90%

Pipeliner CRM is an application from Pipelinersales Inc. that helps organizations track leads, opportunities and deals. It also allows teams to perform account management tasks and view sales performance. The program presents a graphical overview of a company's pipeline to give sales and marketing professionals an up-to-date view of all current activities.The software includes modules for account management, contact management, lead management, opportunity management and activity management. Companies who want online access and regular updates can deploy the solution in the cloud. Those looking for offline access or advanced security can deploy the hybrid version of the product.

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MyCRMDashboard

User Satisfaction:
90%

MyCRMDashboard is a cloud-based customer relationship management solution designed for the residential mortgage industry. The SaaS solution includes automated marketing based on 45 years of experience in the industry. Includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO. Keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting.

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Spiro

User Satisfaction:
89%

A new approach to CRM - proactive relationship management - that helps sales teams work smarter and close more deals.Spiro is a proactive relationship management platform that automatically creates contacts, organizes and prioritizes opportunities, and proactively recommends next steps to move all your team's deals forward. Spiro takes the work out of sales and provides managers with intelligent sales reports that help turn their sales team into a sales machine.

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Salsa CRM

User Satisfaction:
80%

Salsa CRM helps nonprofits build rich supporter profiles, track every donation interaction, create direct mail fundraising appeals, and easily report with fundraising dashboards and flexible query tool. All packages include Salsa Engage for marketing automation, online fundraising, online advocacy and peer to peer fundraising.

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Vivantio ITSM

User Satisfaction:
80%

Vivantio ITSM is service management software that meets the demands of any service team across your entire organization.The flexibility and configurability of Vivantio enables organizations to centralize service management and customer service processes across multiple departments into a single scalable solution. By centralizing service management operations, you can reduce licensing costs, improve inter-departmental efficiencies, share knowledge and centralize management reporting.Vivantio powers customer service in IT, HR, Facilities Management, Finance and other departments across entire organizations.

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SalesOutlook CRM

User Satisfaction:
80%

SalesOutlook is a unique and comprehensive CRM Email Marketing System that was developed from the ground up to be fully embedded into the folder structure of Microsoft Outlook. This system is the first of its kind, and was designed to combine the functionality of a system with the user-friendly aspects and familiarity of Microsoft Outlook. Can be implemented within minutes and automatically syncs all customer data with MS Exchange.

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SugarCRM

User Satisfaction:
100%

SugarCRM is a leading solution focused exclusively on customer relationship management. Helps you understand who your customers are and how your company is performing. Enables businesses to create extraordinary customer relationships with an innovative and affordable customer relationship management solution.

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Call SelectHub for a free 15-minute selection analysis: 1-855-850-3850

Bloomerang

User Satisfaction:
98%

Bloomerang’s powerful donor management software combines the knowledge of world-renowned fundraising professor Adrian Sargeant, communications best practices of author and speaker Tom Ahern, digital marketing insights from trusted thought-leader Kivi Leroux Miller, and the technical expertise of industry veteran Jay Love.We focus on the core of constituent relationship management – the functionality that fundraisers use the most – and do not mess around with superficial bells and whistles that look good on paper, but ultimately distract from what you need to succeed.We’re built to help you succeed.

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PipelineDeals

User Satisfaction:
94%

PipelineDeals is the first sales productivity platform to combine sales engagement and customer relationship management in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing.

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Mothernode CRM

User Satisfaction:
92%

Mothernode CRM is a dynamic, highly expandable system which scales based on a company’s specific business and customer needs.The highly configurable application can be set up to align with a business’s industry, customer requirements and more. As SMBs grow into themselves, additional features and editions can be integrated for continued operations with a boosted level of functionality. No other system within Mothernode's class offers the same number of capabilities that are present in this system. With such a high degree features-to-price ratio, SMBs can take full advantage of a robust set of modules without overextending their budgets.

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Salesforce

User Satisfaction:
80%

The world’s #1 CRM solution gives your sales teams the power to close deals like never before with an array of cloud-based tools that increase productivity, keep pipeline filled with solid leads, and score more wins. No software. No hardware. No speed limits.

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Infor CRM

User Satisfaction:
78%

Customer Relationship Management tools are a driving force for a business. Infor CRM software helps to deliver outcomes on indicators like customer loyalty, customer attention and customer satisfaction. Helps salespeople and others to perfect each point of communication with a particular customer throughout his or her relationship with the business.

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Insightly

User Satisfaction:
75%

Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.

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Microsoft Dynamics 365 for Sales

User Satisfaction:
n/a

BroadPoint is an award-winning, Gold-Certified Microsoft partner with nearly two decades of experience implementing technology solutions for nonprofits and commercial companies. From day one, our team of passionate, seasoned consultants has been focused on one thing: helping our clients focus on their mission by designing and implementing great technology solutions. After gaining a deep understanding of your organization, we design and implement an integrated solution to fit your unique needs. BroadPoint’s experience and proven project management methodology ensures an on-time, and on-budget deployment of your solution.

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Microsoft Dynamics CRM

User Satisfaction:
n/a

Microsoft Dynamics CRM provides the tools to enhance sales, marketing and customer service processes and is designed to complement how and where your people work. At the same time, it can operate as a platform to help your organization manage all the moving parts.

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NeonCRM

User Satisfaction:
n/a

Technology with a purpose. Our solutions grow communities, inspire audiences + scale impact so you can focus on what really matters. Grow your mission with a database focused on people, not transactions. Create online forms, engage donors, plan events, manage memberships, and track volunteers -- all with the most robust cloud-based software made specifically for nonprofits. Pricing starts as low as $50.

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DonorPerfect Fundraising Software

User Satisfaction:
n/a

Thousands of nonprofits use DonorPerfect to organize constituent data in one unified database. With one central database, everyone in your organization will be working with the same information in real time. It has easy to use constituent relationship management tools for making smarter, timelier decisions that help nonprofits raise more money. Two nonprofits, NTEN and Idealware, gave DonorPerfect the more 'excellent' ratings in their donor management systems’ report than any other software.

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SAP Hybris Cloud for Customer

User Satisfaction:
n/a

Engage your customers in more meaningful ways with SAP Hybris Cloud for Customer. This cloud CRM portfolio brings sales, customer service, and social together – to help your team form powerful personal connections that drive customer engagement across all channels. Take advantage of rich predictive insight, flawless execution and contextual customer experience relevant to your industry.

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Mothernode CRM (Marketer Edition)

User Satisfaction:
n/a

Mothernode CRM is a dynamic, highly expandable system which scales based on a company’s specific business and customer needs. The highly configurable application can be set up to align with a business’s industry, customer requirements and more. As SMBs grow into themselves, additional features and editions can be integrated for continued operations with a boosted level of functionality. No other system within Mothernode's class offers the same number of capabilities that are present in this system. With such a high degree features-to-price ratio, SMBs can take full advantage of a robust set of modules without overextending their budgets.

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Solutions Metrix

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Allows companies to develop and easily integrate their client process while maintaining and developing even more profitable customer relationships.

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Microsoft Dynamics CRM

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Take action with confidence. Derive meaningful intelligence from large amounts of complex data to provide sellers with contextual, actionable insights that are easy to understand. Increase sales velocity by identifying prospects most likely to buy based on predictive intelligence. Know where to focus with insights that reveal relationship health and risk. Spot buying signals, identify competitive threats, and keep a pulse on the market with social media. Engage your customers in more personalized, effective ways through customer intelligence.

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Chime CRM

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Chime CRM is a powerful lead generation and customer relationship management software for real estate professionals. It solves all of the pain points most agents struggle with on a daily basis. Our suite of tools enables agents to launch marketing campaigns, track leads’ activities, build customer relationships, and seamlessly manage teams, across multiple devices. By streamlining all their operations from end-to-end, Chime allows agents to focus on what really matters—boosting their business.

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Claritysoft

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Claritysoft is a cloud-based customer relationship management system designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social within a single solution. Key features include account management, activity management, calendar management and pipeline management.

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SalesNow

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SalesNOW is the Mobile Online CRM that your sales team will love. Designed to make you and your sales team significantly more productive, whether you run a small business or an enterprise sales team. And best of all, the Success Team will work with you to configure the system to best meet your business needs, import your data, train your team.

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JobNimbus

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JobNimbus is CRM and Project Management Software wrapped up in one application. With JobNimbus, you can manage contacts, jobs, and tasks from a single, simplified interface. Because JobNimbus is cloud-based, you can access your information wherever you are, get everyone on the same page, and grow your business.With a proven design and state-of-the-art technology, JobNimbus is built to be the simplest and fastest of its kind.

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MyLeadDashboard

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MyLeadDashboard is a cloud-based automated marketing solution for the residential real estate industry.The platform offers built-in customer relationship management tools, real-time reporting and lead generation. It includes automated client follow-up and prospecting programs. A secure data feed can be set up to manage agent data entry. Agents have the ability to opt-out any client from the follow-up program. Print and email touch points include personalized URLs for lead generation. Agents can also sign up to have their company’s approved Just Listed and Just Sold mailings sent automatically.

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Kloudville CRM

User Satisfaction:
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Kloudville’s go-to-market strategy is to help run any business of any size with a complete and comprehensive set of Business Applications (Business 360 Apps) that offers full operational management capabilities. Provides an Omni-channel, Enterprise grade, Digital commerce platform that brings together all key facets of e-CRM, e-commerce and ERP functions under a SaaS platform. Scalable (as the growth demands), secure and maintenance-free. Cloud-based business- process-centric environment supports any business context operations engaged in buying and selling of goods and services.

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CRM Software Pricing Guide

See the Price/User for the top CRM systems… plus the most important considerations and questions to ask when shopping.

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