TOP 10
[SEGMENT]
SOFTWARE
REPORT
Profiles of the Leading [SEGMENT] Software Vendors
2014 EDITION
P 40 CRM
SOFTWARE
REPORT
Comparison of the Leading CRM Software Vendors
16 ED TION
Customer Relationship Management (CRM) simplifies company-client relations by providing a
centralized repository for collecting information on prospective customers and established clientele.
The ideal CRM system synchronizes your various marketing efforts and optimizes your marketing
efforts by automating customer communications. Business owners should consider a CRM platform
if they find it difficult to maintain regular interactions with clients or lack a comprehensive system
for communicating with customers. A company might also find value in transitioning to a new
CRM solution if they find an existing ad-hoc platform like a spreadsheet to be time-consuming or
inadequate for their existing needs.
The best CRM platforms will enhance client interactions through a number of tools designed to fit
your company size and needs. Look for a flexible
solution that automates key client transactions
and interactions, improves your customer support
services and efficiently manages your marketing
campaigns. For more information about the
variations of CRM solutions available, check out
Business-Software.com’s range of CRM vendor
reports, all of which are available on our Exclusive
Reports page.
Read on to browse the leading CRM systems and
discover which ones will be the best fit for your
company in our Top 40 CRM Software Comparison
report.
Key Features


© 2014, All Rights Reserved. Reproduction Prohibited.
About Business-Software.com
Business-Software.com is your go-to source for business software reviews, expert advice, in-depth articles and
product white papers to meet all of your software needs. We’re the most comprehensive online resource for buyers
and vendors, catering to more than 300,000 members who trust us to connect them with the right software.
We offer exclusive comparison reports for 80+ business software segments, enabling you to efficiently research
and review highly rated software products. Download our free reports to discover top business solutions for
Accounting, CRM, ERP, CMS, Manufacturing, HR and more.
Overview of CRM Software Solutions
SaaS or
on-premise
solution
Analytics
Email
marketing
Data import
formats
Data cap
per user or
unlimited
Email
integrations
Free trial
version
Mobile
accessible
© 2016.
verview of CRM Software Solutions
Salesforce Sales Cloud
NetSuite CRM+
www.netsuite.com
C2CRM
www.c2crm.com
Infor CRM
Sage CRM
na.sage.com
www.salesforce.com


© 2014, All Rights Reserved. Reproduction Prohibited.
Top 40 CRM Software Comparison
Basic: $5/user/mo.
Group: $25/user/mo.
Select Customers
NBCUniversal, Siemens,
Dell, Kelly Services, Dr.
Pepper Snapple, HP
Key Features
Additional Features
• Real-time updates on
contacts, accounts,
opportunities and
documents
• Consolidate account
history, customer
communications,
contacts and more
• Social media insight
• Log calls and
respond to leads from
mobile devices
• Manage and track
campaigns across
multiple channels
• Business data
• View details about
deals the sales
team is pursuing
• Securely share files
• Email and calendars
• Analytics and
forecasting
• Build and manage a
loyal partner community
• Application library
Select Customers
Aeris.net, AMPRO,
Oakland Athletics,
Document Sciences
Key Features
Additional Features
• Opportunity
management views
• Competitor tracking
• Customer-specific
pricing and discounting
• Multiple-leads tracking
• 360-degree view into
prospect and customer
records
• Real-time sales
forecasting
• Integrated order
management
• Quote and order
management
• Incentive compensation
• Commissions
management
• Sales and marketing
• Library publishing
• Case management
• Knowledge base
management
• Customer portal
• Time tracking
Select Customers
Verizon Wireless, Dean
Foods, Douglas Machines,
Cemex, City of Coppell
Key Features
Additional Features
• Relationship
management maintains
customer information
in central repository for
quick access
• Sales management
includes all areas under
relationships
• Sales force automation
• Customer service tracks
post-sales activities
• Help desk support, time
and material billing and
field service
• Marketing management
provides automated,
collaborative
communications via the
customer’s preferred
method of contact
• Analytics help uncover
the best or most
profitable customers
• Determines actual
costs associated with
servicing customers
Select Customers
Amica Life Insurance,
UniFirst, Harry Rosen,
Meridian Bioscience
Key Features
Additional Features
• Easy-to-use interface
and intuitive functionality
for faster user adoption
• No install mobile
available on leading
smartphones and tablets
• Embedded CRM inside
Microsoft Outlook with
Infor CRM Xbar for
Outlook
• Standard open APIs &
integration options
• Seamless integration
with back office systems
via Infor ION
• Advanced customization
capabilities to
personalize and
configure CRM
• Available in French,
English, German,
Russian, Italian,
*Portuguese, *Spanish,
and *Chinese
(* Translation available through
Channel Partner)
Select Customers
Panasonic, Lockheed
Martin, Armstrong, Caber
Sure Fit, NYSE
Key Features
Additional Features
• Easy-to-use interface
• Fully customizable
dashboard
• Relationship
management graphs
• Customizable graphical
workflow
• Create accurate quotes
and orders
• Quickly execute
marketing campaigns
• Manage collaboration
and team selling
• Customer service and
support
• Reporting and analysis
• Leverages financial
information from back-
office system
• Mobile access on the
latest smartphone and
tablet devices
• Application integration
• Outlook and Exchange
integration
• Social media integration
$129/user/mo.
$47-$67/user/mo.
Based on package
Contact Infor for
price quote
$39/user/mo.
crm.infor.com
6
p 40 CRM Software Comparison

t r

t r
Starts at
$25/user/mo
$129/user/mo
-
/
r/
based on package
$65/user/mo
$39/user/mo


© 2014, All Rights Reserved. Reproduction Prohibited.
Top 40 CRM Software Comparison
Up to 2 lines of
pricing summary
Up to 2 lines of
pricing summary
Up to 2 lines of
pricing summary
Up to 2 lines of
pricing summary
Up to 2 lines of
pricing summary

li


i i

Key Features
Key Features
Key Features
Key Features
Key Features

li


i i


li


i i


li


i i


li


i i

HubSpot CRM
www.hubspot.com
Insightly
www.insightly.com
Gold-Vision CRM
www.gold-vision.com
Base CRM
www.getbase.com
bpm’online CRM
www.bpmonline.com
6
p 40 CRM Software Comparison
Starts at
$25/user/mo
Select Customers
Heineken, Bayer, Allianz,
Heinz, Pelco by Schneider
Electric

t
Additional Features
• Extended business
process management
• 360° customer view
• Lead management
• Campaign management,
email and event
marketing
• Opportunity and pipeline
management
• Orders and invoices
• Field sales management
• Sales forecasting
• Project management
• Omnichannel contact
center
• Case management
• Knowledge
management
• Service catalog
• Customer portal
• Enterprise social
network
• Outlook, Exchange,
Google integration
• Social media integration
• Unlimited customization
Select Customers
Care.com, PennyMac,
PhaseWare, ShoreTel,
WeDo Technologies

t
Additional Features
• Dashboard provides
360-degree view of
content, channels and
marketing performance
• Store contacts, track
deals and easily
manage tasks
• Personalizable views
and filtering
• Drag deals from stage to
stage as they progress
through the pipeline
• Send emails, place calls
and schedule meetings
from a contact’s record
• Drag-and-drop
communicator
• Social media integration
• Email templates,
tracking and scheduling
• Sidekick provides
insights directly to your
inbox
• Integrates deeply with
HubSpot Marketing
Platform
Select Customers
NY State Assembly,
Reddit, Centercode,
YepRoc Records

t
Additional Features
• Task and calendar
management
• Contact management
helps you efficiently
leverage your network to
grow your business
• Opportunity reports
to manage key sales
metrics
• Project management
with activity sets,
pipelines and milestones
• Social CRM allows you
to see your contacts’
information on popular
sites
• Integrates with Box,
Dropbox, Evernote,
Google Apps, Zapier,
MailChimp, Microsoft
OneDrive, Microsoft
Outlook 2014/Office 365
and QuickBooks Online
(premium plan)
• API
• iOS and Android apps
Select Customers
Ordnance Survey, British
Chambers of Commerce,
Cosworth, Bridgestone

t
Additional Features
• Outlook and Exchange
integration
• Integrated marketing
Automation and email
marketing
• Device-independent
mobile access
• Dynamic dashboards
and powerful reporting
• Opportunity and pipeline
management
• Quote management
• Event and project
management as
standard
• Sophisticated lead
management and
scoring capabilities
• Social media integration
• Advanced customization
capabilities
Select Customers
Barnes & Noble,
Expensify, Wayfair, Dom &
Tom, Sartorius

t
Additional Features
• Base Voice includes
calling, recording,
logging and reporting in
one platform
• Base Power Insights
provides reporting for
important sales metrics
• Native apps available
on iOS, Android and
Windows devices
• Real-time visibility into
your sales pipeline
• Automatically track
and share your email
communications, no
matter where you are
• Base Appointments is a
sales-focused calendar
that knows who’s
associated with each
deal
• Base Document
Repository provides one
shared library for all files
a team needs
Free to use
Free up to 2 users
Premium plan is
$15/user/mo
Starts at $24/mo
Starts at
$45/u er/ o
ClaritySoft
www.claritysoft.com
SAP Cloud
for Sales
www.sap.com
Microsoft Dynamics
CRM
www.microsoft.com
SalesNexus
www.salesnexus.com
Commence CRM
www.commence.com


© 2016, All Rights Reserved. Reproduction Prohibited.
Top 40 CRM Software Comparison
Starts at
$19/user/mo
Select Customers
Weight Watchers, NRA,
Maryland General
Assembly, Kenway Mack
Key Features
Additional Features
• Contact Management
• Organization Chart
• Activity Management
• Task, Reminders, Alerts
• Group Calendaring
• Notes & History
• Custom Dashboards
• E-mail integration
• Lead Scoring
• Pipeline Management
• Forecast & Reporting
• Custom Reporting
• Analytical Reporting
• Marketing Campaigns
• Bulk-E-mail
• Letter Templates
• MS Word Integration
• Document Library
• Web to Lead Capture
• Customer Service
• Automated Ticketing
• Support Knowledgebase
• Customer Portal
• Project Management
• Tasks & Time Slips
• Conversations “Chat”
Select Customers
Berkshire Hathaway,
The City of Dublin, Ohio,
Ovation Brands, Clareon
Key Features
Additional Features
• Online and offline
access to data
• Quick and easy setup
fully supported by
ClaritySoft specialists
• Seamless integration
with MS Outlook, Gmail
and QuickBooks
• Affordable
• Free lifetime support
provided by ClaritySoft
employees
• Easy and intuitive
navigation
• Custom fields
• User profiles
• Access rights
• Data is maintained
in your own private
database
• Manages accounts,
contacts, leads,
dashboards and more
• Mass email with
analytics lets you view
open rates
Select Customers
Bentley Systems, BOA
Group, Proseed, Rieber
Key Features
Additional Features
• Marketing resource and
brand management
• Campaign management
• Segmentation and list
management
• Real-time offer
management
• Loyalty management
• E-marketing
• Collaboration tools to
manage communication
• Offers relevant services
based on customer insight
• Ecommerce
• Interaction center
• Partner channel
management
• Interaction center
• E-service
• Web channel analytics
• Increase sales and
extend market reach
• Drive customer loyalty
and demand through
targeted, personalized
e-marketing campaigns
Select Customers
Delta Air Lines, Hitachi
Solutions America, ING
Bank, Pandora, PGA Tour
Key Features
Additional Features
• Create business
connections across
CRM activities and
entities
• Build teams with users
from multiple business
units
• Audit changes to
business data with
automatic notification
• Role-based access and
permissions
• Measure performance of
organizations, business
units, teams and
individuals
• Contract management
• Knowledge
management
• Mobile capable
• Real-time analytics
• Scheduling tools
• Workflows establish
rule-based approvals
• Marketing tools
• Sales force automation
Select Customers
Better Business Bureau,
Community Coffee,
LoanDepot
Key Features
Additional Features
• CRM and email
Marketing in one system
for sales teams
• Select 500 prospect
contacts each month
at no charge via
LeadFerret.com,
including email
addresses
• Capture leads from your
website
• Marketing automation
to create ongoing
multi-step campaigns
and activate them
automatically based on
activity, lack of activity,
etc
• Integrate with virtually
anything using our
robust API
• Click-to-call using
RingCentral or 3CX
$39/user/mo
Contact vendor for
pricing details
Starts at
$65/user/mo
Starts at $55/mo


© 2016, All Rights Reserved. Reproduction Prohibited.
Top 40 CRM Software Comparison
Starts at $55/user/
mo for teams
Key Features
Additional Features
• Centralize contact
management
• Sales opportunity
tracking
• Flexible, customizable
reports
• Prophet SyncAcross
and DupeDetector
• On-premise or cloud
deployment on demand
• Scalable CRM in
Outlook
• Advanced user
permissions
• Sales automation/
workflows
• Generate quotes in
Excel
• Share customer
communication
Key Features
Additional Features
• All modules for
marketing, sales,
customer service and
management
• Concurrent and shared
licensing
• Easy setup by end user
or with help from over
100 national certified
consultants
• Automated processes
for workflow
• Real-time drill down
dashboards
• Links to Word, Excel
and Adobe
• Outlook client add-in
• Auto-linking of sent and
received emails
• Faster access than
browser-based apps
• Integrates with
ConstantContact
• Web access with
iGoldMine add-on
• Mobile access
Key Features
Additional Features
• Account and contact
management
• Sales force
automation, opportunity
management and sales
forecasting
• Marketing automation
and email marketing
• Case management,
customer self-service,
knowledge base and
computer telephony
integration
• Reports, dashboards
and custom reporting
• Add-ons available for
process automation
and business activity
reporting
• Customization
• Audit changes
• Role-based access and
permissions
• Integration with
Microsoft Office and
Outlook
Key Features
Additional Features
• Sales activities
• Lead qualification and
distribution
• Sales and conversion
reports
• Opportunity and pipeline
management
• Web forms
• Customer segmentation
• Calendar
• Auto responders
• Social media
• Behavioral triggers
• Multimedia marketing
• Storefront and
shopping cart
• Electronic order forms
• Payment plans
• Product management
• Workflow automation
discounts, upsells
and trials
Key Features
Additional Features
• Store contact
information and other
related details in a
central database
• Track all calendar
events like calls, to-dos
and meetings
• Team calendar view
• Create, send and track
campaigns
• Easy-to-use marketing
tools
• Design email templates
• Group dashboards and
reports
• Use tools like Office,
Outlook, Google,
Dropbox and LinkedIn
directly within Act!
• Video training and
expert support included
in Premium SaaS
edition
Licenses start at
$1,695 for 3 users
$55/user/mo
Starts at $199/mo
SaaS starts at $45/
user/mo; Single-user
license costs $500
Prophet CRM
www.avidian.com
GoldMine CRM
www.goldmine.com
Infusionsoft
www.infusionsoft.com
Act! Premium
www.act.com
MaximizerCRM
www.maximizer.com
Select Customers
AT&T, Bank of Hawaii,
Century 21, Cisco, Dell,
Fujitsu, Gateway
Select Customers
Air Animal Pet Movers, TE
Financial, Electrolab, WW
Cannon
Select Customers
All About Spelling, Hear
and Play, Trainz.com, Just
A Minute LLC
Select Customers
American Health
Insurance, Amerifund,
Buelow Financial Group
Select Customers
Rolex, Radisson, Nestle,
Hallmark, BBC, EMI,
HSBC, Siemens


© 2016, All Rights Reserved. Reproduction Prohibited.
Top 40 CRM Software Comparison
Starts at
$99/user license
Key Features
Additional Features
• Manage all customer
information from one
easy-to-use interface
• Track and automatically
link contact information
back to the correct
contact
• Custom fields
• Relationship
management
• Collaboration and
sharing tools
• Leads and opportunities
management
• Database search
function
• Notes management
• Document archiving
• Email management
• Import contacts from
Outlook
• Built-in softphone
• Recording management
• Social media integration
Key Features
Additional Features
• Intuitive pipeline view
• Reporting filters
• Admins can configure
objectives, companies
and contacts, products,
deals, etc.
• Automatic follow-up
functionality
• Track reasons for
winning/losing a sale
• Role-based permissions
• Distribute problems and
solutions to entire team
with minimal clicks
• Carry-forward for
maximized learning
• Two-way Google
Calendar integration
• Automatic email
integration
• Easy import from
Google, Excel and
Highrise enables same-
day Pipedrive system
setup
Key Features
Additional Features
• Create emails
• 500+ email templates
• Add own text and
images
• No previous knowledge
needed
• Smart email builder
• Customize entire email
• Automatically formats
content
• Resize and edit images
• Personalize emails
• Automatically add
customer’s name
• Target specific
customers
• Tracking and results
• Track total emails sent
• Track total emails
opened
• Measure results
• Report statistics
Key Features
Additional Features
• View and track each
contact on his or her
own page
• Robust task
management
• Easily track deals,
proposals and leads
• Simple permissions
tools
• Add contacts in seconds
• Tracks emails,
conversations and tasks
• Latest activity screen
view
• Customizable
• Cases helps you keep
related notes, files,
images and people
together in one location
• Collaboration tools
Key Features
Additional Features
• 360-degree CRM view
• Improve sales efficiency
• Marketing automation
• Streamline customer
service
• Links to social networks
• Powerful analytics
• Microsoft Outlook
integration
• Mobile
• Rich internet application
• User preferences
• Customizable
• Provides central location
where all departments of
your company can share
necessary information to
collaborate and provide
detailed communication
with customers
Starts at
$12/user/mo
Starts at
$29.99/user/mo
Starts at $24/mo
for up to 6 users
SaaS costs $49.95/
user/mo; On-premise
costs $995/user
InfoFlo
www.carmelvision.com
Campaigner CRM
www.campaignercrm.com
Highrise CRM
www.highrisehq.com
Oncontact CRM 7
www.oncontact.com
Pipedrive
www.pipedrive.com
Select Customers
Alliant Capital LLC, FHD
Inc, Pinpoint Profiles LLC
Select Customers
John Hancock Financial,
Northpak Container,
Aethon, MSA
Select Customers
Cubit Planning, Lead
Graffiti, Wood Holmes,
Problem, Adverplans Inc
Select Customers
Prudential, Protective,
CBC, Carfax, Biotek
Select Customers
The Brigade Inc,
Subledger, Iterable


© 2016, All Rights Reserved. Reproduction Prohibited.
Top 40 CRM Software Comparison
Starts at
$75/user/mo
Key Features
Additional Features
• Account management
• Agreement
management
• Audit trail
• Billing management
• Call center optimization
• Credit management
• Customer acquisition
• Customer and partner
applications
• Customer retention
• Equipment and
infrastructure
• Fraud management
• Order configuration and
management
• Pricing management
• Third-party and legacy
Integration
• Trouble ticket and
service request
• Management upselling
and cross-selling
• Usage, billing and
service details
• Full customization
Key Features
Additional Features
• Integration services
• Tools to increase
customer capability
and service by enabling
customers to discover
the answers they
need quickly
• Consistent UI
• Customer and account
data
• Management tools
• Knowledgebase
provides documentation,
product briefs, answers
to FAQs and more
• Access to
downloadables
• Ticket tracking
• Live chat with support
representatives
• Mobile support
• Community building
• Customer satisfaction
measurement
• Business intelligence
Key Features
Additional Features
• Email and drip
marketing
• Lead nurturing
• Market segmentation
• ROI analysis
• Activity tracking
• Opportunity
management
• Lead management
• Synchronizing
sales data
• Analytics and
forecasting
• Mobile CRM
��� Outlook integration
• Modules for everything
from contact
management and task
automation to lead
development, marketing
automation and analytic
reporting
Key Features
Additional Features
• Business intelligence
• Contact management
• Create pre-formatted
and custom reports
• Create, measure and
gauge deals
• Complete archive of all
deals won and lost
• Lead generation and
management
• Opportunity tracking
• Calendar integrates with
Google and Outlook
calendars
• Manage calls, emails,
social interactions,
tasks, appointments and
reminders
• Social selling activities
• Integrates with popular
tools like Office
Dropbox, MailChimp,
Google, Marketo,
HubSpot and more
Key Features
Additional Features
• Track calls, email and
meetings
• Automatically import
emails via Google Apps
or IMAP
• Real-time event feed
and detailed reports
• Track leads and sales
• Manage all contact
details
• iPhone and Android
apps can show reports
on company health
• Create, search and edit
contact information
• Team collaboration tools
• Email and mobile
notifications
• Integrates with Google
Apps, MailChimp,
Zapier, Zendesk and
more
$45/user/mo
Starts at $150/mo
for 3 users
$35/user/mo
$15/user/mo
Oracle CRM
On Demand
www.oracle.com
BlueCamroo
www.bluecamroo.com
LeadMaster
www.leadmaster.com
Pipeliner CRM
Nutshell
www.nutshell.com
Select Customers
Alphawest, Equifax, NKK
Switches, Verigy
Select Customers
Contact vendor for case
studies
Select Customers
BIO-key International,
Channel Tools, Nebraska
Christian College, Compaq
Select Customers
Hunt Big Sales, Tensator,
Quest RMG, Juniper
Systems, Tiger Coatings
Select Customers
Contact vendor for case
studies
www.pipelinersales.com


© 2016, All Rights Reserved. Reproduction Prohibited.
Top 40 CRM Software Comparison
Contact vendor for
pricing details
Key Features
Additional Features
• Customizes data model,
user interface and
business processes
• Leverages metadata-
driven architecture
• Access to a library of
• industry applications
in areas such as
finances, real estate,
manufacturing and
health care
• Integration with Microsoft
Office, Outlook and
SharePoint
• Stores relevant
information in a single
database
• Gains deeper insight into
business activities and
customers
• Integrates with back-
office and enterprise
systems
Key Features
Additional Features
• Sales Force Automation
to manage leads,
opportunities, contact
and accounts
• Accurate forecasting,
real-time pipeline,
visual dashboards and
unlimited reports
• Marketing Automation
to track campaigns and
enhance social media
strategy
• Powerful email
marketing platform
• Document library with
unlimited storage
• Patented process
builder to manage
consistent workflow
• Complete history of all
customer interactions
• Customer lifecycle
management
• Open API for 3rd party
interface
• Training and support
Key Features
Additional Features
• Includes CRM, project
management, invoicing,
help desk and more
• Capture sales leads
from web forms, mobile
devices and email
• Complete history of all
customer interactions
• Email templates
• Email marketing
campaigns
• Customer lifecycle
management
• Lead management and
sales pipeline
• Contact management
• Sync contacts from
Google Accounts and
Outlook, between
coworkers and across
devices
• Open API
Key Features
Additional Features
• Sales automation helps
forecast better and
manage opportunities
effectively
• Customer support helps
manage customer
support tickets from
submission to resolution
• CRM portal opens the
door to customers,
employees and partners
for ticket management,
self-service, Q&A and
document management
• Project management
ensures service and
delivery excellence
• Marketing automation
• Employee support
• Back-office support
• Help desk software
• Project management
and defect tracking
• Mobile CRM
• Outlook integration
• QuickBooks integration
Key Features
Additional Features
• Opportunity
management
• Contact management
• Account management
• Forecasting
• Quotes and contracts
• Dashboards
• Multi-channel
campaigns
• Campaign wizard
• Email marketing
• Web-to-lead forms
• Lead management
• Case management
• Inbound email
• Knowledge base
• Social media
• Email integration
• Online collaboration
• Document sharing
• Sales trends
• Case reports
• Customer profiles
Starts at
$20/user/mo
Starts at
$78/mo for 2 users
Starts at
$20/user/mo
Starts at
$65/user/mo
Aptean Pivotal CRM
www.aptean.com
Salesnet CRM
www.salesnet.com
WORK[etc]
www.worketc.com
Soffront CRM
www.soffront.com
SugarCRM
www.sugarcrm.com
Select Customers
Canon, SunTrust, Verizon
Wireless, VMWare, TD
Bank
Select Customers
Contact vendor for case
studies and testimonials
Select Customers
Contact vendor for case
studies
Select Customers
Boeing, Genzyme,
Minnesota Secretary of
State, SAIC
Select Customers
Avis, H&R Block, Coca-
Cola Enterprise, AXA,
BDO Seidman


© 2014, All Rights Reserved. Reproduction Prohibited.
Top 40 CRM Software Comparison
Key Features
Key Features
Key Features
Key Features
Key Features
6
p 40 CRM Software Comparison
$24/user/mo
ey Features
Additional Features
• Sales dashboard
displays visual pipeline
metrics
• Real-time deal status
updates
• Deal management
• Contact and lead
management
• Customizable
activity tracking and
notifications
• Accessible from any
mobile device
• Import data from
Outlook, Google,
vCards, Excel and other
CRM systems
• Customizable data
filtering
• Collaboration tools
• Set and track sales
goals
• Integrates with Google
Apps, MailChimp,
Outlook, VipeCloud,
Zapier and more
ey Features
Additional Features
• Capture leads from
forms
• Account management
• Lead and sales
management
• Portal for online ordering
• Document templates
• Email templates
• Product catalogue
• Tariffs and pricing
• Invoicing
• Account ledgers, credit
notes and payments
• Business process
management
• Campaign management,
telesales and email
marketing
• Report builder
• Internal collaboration
• Social integration
• Outlook integration
• Sage integration
• API supported
ey Features
Additional Features
• Sales force automation,
pipeline and forecasting
tools
• Marketing automation
• Google Analytics and
Adwords integration
• Google Apps integration
• Integrates with
MailChimp and other
email marketing
platforms
• Sales order and supplier
order management
• Contract management
• Customer service
and support case
management
• Invoicing and collection
• Integrates with Sage,
Quickbooks and other
accounting tools
• MS Outlook integration
• Powerful automation
engine
• Open API
Key Features
Additional Features
• Automate pipeline
for lead generation,
qualification and
conversion
• Custom web forms
• Auto-assign leads with
custom rules
• Centralize accounts,
related contacts,
opportunities, etc.
• Follow up on sales
activities
• Forecast sales
• Opportunity
management
• Email integration
• Mail merge
• Social CRM
• Google Apps integration
• API and custom apps
• Permission-based
security
• Campaign planning
• Execute email marketing
• Measure marketing
performance
Key Features
Additional Features
• Contact management
• Unified communications
• Activity management
• Social media monitoring
• Sales and marketing
• Third-party integrations
• Aims to unify all the
disparate data and
communication methods
that businesses used
to track contacts, leads,
calendars and events
• Facilitates collaboration
and communication
between team
members, prospects,
clients and contacts
• Brings together email,
activities, social
networks and marketing
and sales tools into one
solution accessible from
anywhere
Starts at
$31/user/mo
Paid editions start
at $30/user/mo
Starts at
$12/user/mo
Starts at
$15/user/mo
PipelineDeals CRM
www.pipelinedeals.com
Click HQ
www.clickhq.co.uk
Workbooks CRM
www.workbooks.com
Zoho CRM
www.zoho.com
Nimble
www.nimble.com
Select Customers
The Shearwater Group
Inc, Concentra, Cloops,
Group ISO
Select Customers
eRecruit Solutions, United
Brands, Rimes and Co,
Kata Rocks
Select Customers
Pitmans LLP, CRCC Asia,
EST Marketing, Taopix
Ltd, Caspian Media
Select Customers
Affordable Housing
Alliance, JetHub,
MicroLOGIX, T3 Direct
Select Customers
Skyline Boston, SociaLink,
Viwo Inc


© 2015, All Rights Reserved. Reproduction Prohibited.
Related Software Solutions
Business-Software.com recommends that organizations looking for CRM software solutions also explore
related sales force automation (SFA) software solutions. Review the following product as a supplement to
your CRM software choice.
• 100% native on Salesforce
• Uses a deep data pool that is
continuously collected and updated
• Sales performance analytics
• Comprehensive training programs
for sales professionals
• Opportunity and account
management
The TAS Group delivers smart
sales transformation in the
cloud and on mobile devices.
The sales methodology and
insight apps are context-aware
and knowledge-based making it
easy for sellers, their managers
and sales executives to
accelerate revenue growth.
• Easily integrates into existing
sales workflow
• Ensures adoption and lasting
results through customer
enablement tools
• Ability to easily qualify or drop
an opportunity
• 24/7 customer support
Key Features
Select Customers
Akamai Technologies, BT, HP, Morningstar, Johnson Controls
Great for increasing sales forcast accuracy.
ü
www.thetasgroup.com