- Salesflare is probably what you're looking for. It automates the processes regularly carried out by your sales team, and it's incredibly easy to use. You can also integrate with 1000+ apps from Zapier so that your CRM does the work for you, rather than the other way around.
I've used so many CRMs in the past, and have also looked at lots of others too. I was first attracted to Salesflare by the clean design and ease of use, but then was very impressed with just how powerful it is. It integrates so well with Gmail, that it just became a natural extension of how I work. Also the developers have been offering great support too. I highly recommend Salesflare.
Love the way Salesflare automates your daily work with the CRM, it's really comfortable and saves a lot of time, at the same time providing all the most important CRM functionalities.
- Pipedrive is easy to use and easy to start with. We like the fact that you can define your own sales funnels easily and then drag and drop customers into these different phases.Pipedrive was the only CRM that wasn't a hassle to use (and we tried at least 6), is very simple set up, very intuitive experience and a lot of API's to connect with.
Great app for managing your sales, basically for any type of enterprise.
Wish they had task automation like outreach,
Using Zenkit for a few months now and can't see myself going back to my old tool. The team has done a phenominal job of building an application that addresses the need of power users, light users, and everything in between.
Edited my review to reflect the awesome response time to problem I encountered. Incredible, hard working team and their app reflects the care and dedication they have put into Zenkit. Keep up the great work, Zenkit!
- Tonkean is a great tool to use as a CRM. That's what we do! You can create a List that consists of your customers and then each Track within the list would be a different customer. The metrics you want to track, like churn-risk, potential, etc. are all available to pull in via the Columns section. You can either pull in relevant data from the business tools you're already using, create custom formulas and/or manually input your data. The great part of Tonkean is that once you set all of these items and assign an owner to each item (or Track), the platform looks for items that need updates and/or data that has anomalies and requests status updates from the owner. The platform does this via the AI-powered chatbot. The chatbot works via your team's favorite communication channel - Slack, Teams or email. Once the bot reaches out to the owner, the owner responds with their update (or not) and the bot returns to the platform and updates the customer Track. It's a great way to manage customer lifecycles without your team constantly needing to update items within a traditional CRM. The beauty of the platform is that no one on your team needs to change their workflow. It's possible to never log into Tonkean and always keep your work updated. All they need to do is respond to the bot through Slack (for example). As the owner of the dashboard, you'll always be able to open Tonkean and see the latest data that's important to you for your customers. The context from your team, that you would normally track down via sync meetings, status updates or email, is automatically loaded into your dashboard (thanks to the friendly AI bot). If you lead a team of salespeople, you can get back to leading them, developing their skills and creating strategy. There's no more cumbersome work when it comes to tracking down information for each of your customers. It's definitely worth a test-run.
As we all know, it’s very rare to find a product that makes you stop and be like “This is awesome. Where has this been all my life!?” I’ve been using Tonkean daily for the the past 6 months, and am addicted. As a product marketing manager I work very cross-functionally and have always struggled with where and how to track and organize all the different things I work on. I’ve tried lots of task management, project management, and collaboration tools, but always ended up back in sticky notes, docs, spreadsheet, and calendar reminders to follow up. Tonkean changed this. While docs and spreadsheets are still useful for somethings of course, I now manage everything in Tonkean — my “worklist” of projects and action items, 1-1s with my boss, cross-functional campaigns, and success of key customers I’m working with. Tonkean allows me to pull in data from all different sources (which used to be manual) so I have a view of the key metrics I care about. It also automatically gathers the status of items at the right time from the relevant owner, and provides visibility of all updates and changes in Slack or via email. Oh! And did I mention it reminds me of things I wrote down but may have forgotten about? I could go on and on, but moral of the story is: get it, play with it, and I promise you’ll love it!
We have been using Tonkean since before it was in Beta. It has shortened our Weekly Delivery Meetings by providing an easy way to bring in Data from Jira and Salesforce and review instead of transposing data into a new format.
The ability to integrate into Slack and gather updates where our Delivery Team already is has been a game changer. It keeps everyone from asking status and allows people to just work and provide updates when prompted. If I need an update out of cycle, I can use Tonkean to prompt for it.
Tonkean has been critical for our team to grow. It has provided insight to our leadership at the right level as needed.
- Close.io understand that a CRM needs to be user-friendly in order to be effective. They also provide great content for startups on how to build sales and marketing teams. Great pricing point also helps!I liked Close.io so much, I joined the company. Everything in the app is focused on reducing effort for sales people and getting more deals closed. When there's a tradeoff between admin/management features and sales efficiency, we err on the side of sales people. If you have questions or feedback, let me know.
I've been using Close.io in my agency/freelance business for over a year and it's focus on completing activities—making the next call, sending a follow up email, checking off the next task, delivering a contract—has been great for helping focus. A little more premium priced than other options on the market, but the ROI and positive side effects way more than make up for the price.
- We use Copper (originally ProsperWorks) - super simple and love the extension!If you use gmail for business, check out Copper. Really tight integration with gmail, and a very decluttered workflow
- Hi Dries Hendrixx, I see that you are a sales manager. Probably, you would want to automate your sales activities and close more deals faster and more importantly, keep your sales team motivated by creating a healthy competition among themselves. Then, you should try the gamification feature from Agile CRM. It is a simple, All-in-One CRM for sales, marketing and service automation. It provides free onboarding, youtube videos explaining its usage. It is easy to use and easy on the eyes too! Agile CRM is apt for your requirements. Here is the link to why is a better alternative to Salesforce (https://www.agilecrm.com/salesfo...).
- IC Project contains its own CRM, which allows the user to constantly gather and process information about client relations. The CRM supports the team in marketing and negotiation operations, even during project realisation or during the post-sale servicing period. The convenient salesman dashboard along with the reporting and communication tools provide a clear overview of the topics that are currently being handled with the client. This allows for precise addressing of offers and efficient servicing, which results in bigger sales and service cost reductions.
This is unheard of in the world of SaaS, but I found a bug that broke Medium (blog platform) URLs because that site has '@' signs in their URLs (which is unusual). I contacted support, described the issue and they fixed it in less than 24 hours.
Anyone who is intimately familiar with software startups knows that getting something like this fixed immediately when only one user has an issue with it practically never happens because the company always has tons of other things that they are working on at any given moment. This requires the dev team to stop their sprint, context switch, dig through code to see what fixing this might break something else somewhere else, then test the new code, and push to production.
This world class customer support is a strong indicator that CapsuleCRM has a top tier organizational culture which empowers CS to get fixes like this out quickly.
I know that this is all inside baseball, but CRM software is very hard to get right. What this means for the average user is that you can expect to be able to use CRM to it's full potential which is very powerful in the hands of a business that knows how to leverage it.
CapsuleCRM seems to have some very important things right: Product and CS. If they can get the other things SaaS companies need to do right, then I think we can expect to see them becoming a breakout success.
Break a leg CapsuleCRM Team and special shout out to Josef over there for helping me out with this and knocking my support socks off!
- Muhammad Gohar made this productA Simple CRM to Track leads, Manage follow-ups. Less data entry. More Sales. It's that quick and Easy. — zero learning curve —I have been in sales for over 7 years now and used nearly all the popular CRM software - hubspot, pipedrive, salesflare, zoho you name it- but none of them were close to Funnel CRM. It’s a complete package that every sales guy need. It's incredibly easy to use and eliminates manual labor with automation which means less updating and more sales. Getting qualified leads isn’t as easy as it may sound (salespeople know what I mean). Funnel resolved this problem for me. With its simple form builder, I was able to build and embed a web contact form on my website without any technical knowledge. Now I get leads while I sleep. Unlike popular CRMs, Funnel even let me create and send professional business proposals that win clients (an arduous task salespeople hate to do). More importantly, it gives me a clear view of my sales pipeline which enables me to sort deals (won & lost), appointments scheduled, and proposals/quotes sent over any time period with ease. Managing customer database was never so easy until I started using Funnel CRM. Last but not least, its smart Gmail integration bring all the relevant interactions with clients in one place so I never get to dig through a messy inbox or spreadsheet to see where a relationship left off.
I love Trello... Now I have a functionality that is similar to my inbox.
I use it for invoicing and collection. One deck is for all those jobs that I have to invoice for..and I am bad at collections..this helps me REMIND myself.
I love the product because it brings sanity to my inbox AND i stopped using a to-do-list app after this...
I really like this product to follow my sales and leads, especially when tied in with the rest of the swimlanes I can have for other project work in Sortd. There's some improvement needed for analytics (seeing trends and making predictions on your actual conversions), and the contacts list is functional but basic. Both these areas are being worked on, and not deal breakers for my small business. And compared to other CRMs, having it all in my Gmail makes it much easier to keep everything up to date, and visible daily.
It compares very favourably to Hubspot CRM. Both in terms of functionality and pricing.
HANDS DOWN 🙌🏼 THE BEST PRODUCTIVITY, ORGANISATION AND RESOURCE WORKSPACE myself or my team have ever touched 💯
We're huge advocates of Trello, power-users of Slack, data-hungry Google Sheet/Doc fanatics and unloyal downloaders of many productivity, Wiki, task management and organisation apps. With my CTO I often mused the idea of building an all-in-one workspace for internal use that sat as our Pandora's box of goodies ranging from development wiki's, onboarding information and branding resources all the way to task management, meeting notes and even time tracking - lo and behold I stumbled across this gem of an app.
We decided to run Notion for a week in tandem with Trello (for our highly-granular level project management) starting by spending an hour in the evening porting over info to populate a few spreadsheets, wikis etc. I also went ahead and threw personal pages up to trial it on an individual level. 📝Note: if you have a super high turnover of to-do's and an active team you won't find switching over from another app to be a lengthy process. After 6 years of managing a creative agency I reckon I have seen enough task management and organisation apps to last a lifetime, so take my thoughts here with that consideration.
After a week we drew the following conclusions:
⏱ We worked faster with Notion than we did with Trello, Evernote or even a physical whiteboard.
📦 Today I solely used Notion for the entire workday. This time last week I would have used Trello, Slack (sending meeting notes and memos), Google Sheets, Google Docs, the native OSX notes app and GithubWiki just to get my day ORGANISED!
📚 Managing client editorials, project budgets, to-do lists and even basic memos and planning has been a breeze. It's great as a lightweight CRM too.
🛠 We were more organised than ever before. It's great to have a knowledge base for our products, plans and company sitting right amongst our task management tools.
We have also been left wanting for nothing (👏🏼 Congrats, Notion team) but dreaming of a few things:
💵 Beefier finance organisation/support. Integrations with Quickbooks, Xero maybe? Make it easier to build budgets and organise our money plans!
🗣 Room to annotate and collaborate on images/PDF's etc.
🔐 Function to lock pages so you can't edit, and the little hover tooltip to edit doesn't show up.
🎨 Integration with design apps - Sketch, UXPin, etc. Many many many creatives will use this app and be left wanting in this area. Think: a creative agency collabs, annotates, refines, develops and more...keep them in Notion.
The TLDR: Notion 2.0 kicks a** and we'll be using it for a long long time in place of a myriad of other productivity apps and tools. You should too.
I want to move from Evernote (I am a premium subscriber) to Notion, I really do but I don't think Notion wants me to. Whatever I am about to say, I say it with nothing but respect for Notion and in the hopes that it will continue to improve at the same pace.
First, the good - Notion has the best note editing interface I've ever used. A close second might be OneNote (it's a high bar, mind you) and Bear. It combines the simplicity of Evernote or Markdown with the power of OneNote although, it is missing the ability to use handwriting and doesn't support iPad with Pencil just yet. When it does, it will be perfect. I also like that I can save code snippets. Why is this so hard for Evernote?
Notion 2's tables, boards and other updates are huge. While I'm sure the in-built kanban board is not as feature complete as Trello, it should be more than enough for most projects. Same for tables. Airtable has a bunch of really cool advanced features but for most use cases, tables within Notion are just fine. Notion is on the right path and I am sure these features will only improve.
Now for what I don't like - The price is definitely my number one complaint. I will happily pay for Notion when it can do everything that other apps can. Until then, why not let me stay connected to the product with a cheaper paid plan or a better free tier? I pay for Evernote but if I were to consider switching, I can't do so purely because Notion doesn't do a bunch of things that Evernote can (even though it does a lot of things that Evernote doesn't) - Chrome extension to clip articles, emails, images etc., powerful mobile app with business card and document scanning, iPad support etc.
At $8 a month, it is more expensive than G Suite on a per-user basis. Why not give me 100 - 200 free blocks per month? Let me grow to love it. Let me build a workflow around it. Give me some incentive to tell my friends about it. When you have the features I want (I'm sure you're working on it), let me pay for it.
Price aside, I would also like to see how Notion fairs for quick note-taking, It's designed to be a wiki-style product and I get that but I'm sure a LOT of people are using it for personal notes. I use Evernote to save one-line notes - phone numbers, quotes, URLs etc. Notion's wiki-style UX is too heavy duty for that kind of use. It would be really cool if there was a "scratchpad" or "quick notes" feature that was not as heavy duty. For these simpler notes, I don't want to organize them into pages, I just want to save them and may be tag them. Which brings me to another feature I could really use - tags. Why limit users to only folders? Why not allow users to just tag notes?
I could go on but ultimately, I won't be switching to Notion right now, even though I really want to. Cost is too prohibitive but I'm sure I'll be on the hunt for future updates.