SharePoint Flex is CRM software that assists users with customer and relationship management processes and tasks including account and contact management, lead and opportunity tracking, and interaction management tools. The platform provides users with customizable dashboards and is designed to integrate with Outlook, LinkedIn and MailChimp.
As a template, our software comes ready-to-use as a turnkey CRM solution, yet it’s also configurable. Make it as easy or complex as your business needs demand. This video is an introduction of the major components and modules in this value-packed, user-friendly CRM system.
SharePoint CRM Template’s powerful plugin for Outlook makes managing your email communications with business contacts a breeze. Create new CRM entries from Outlook with the just the click of a button!
Something that is sometimes confusing to salespeople when using a CRM database is this question: What is a lead? Here we explain how SharePoint CRM Template can be used to manage both leads AND opportunities.
Agent Intelligence is sales management and policy administration software designed to support insurance agents and advisors. The platform tracks multiple policy aspects, displays policies in editable policy detail pages, and is designed to track policies with multiple carriers, riders, insured individuals or beneficiaries.
JobNimbus is small business CRM and project management software designed to support sales teams and project leaders through contact and task management, detailed reporting and employee management tools. The platform facilitates the user’s sales pipeline by providing simplified processes for moving contacts through sales stages, allows the users to include important and client-centric notations, and records all contact communications via email and phone calls.
Doorbell is a web app for companies without a dedicated sales staff. The Doorbell CRM system helps you stay on top of leads, tasks and new opportunities.
Deltek Vision CRM is the enterprise CRM module designed within the Deltek ERP solution Vision. The platform automates client management, is designed specifically to support professional service firms and companies, and provides users with company-wide client life cycle visibility in order to support both new client prospecting and current client relationship nurturing processes.
Vtiger All-in-One is CRM, sales and help desk software designed to automate the customer journey and provides users with a holistic customer view that integrates data from marketing, sales, support and purchasing departments. The platform enables organizations to collaborate on and manage customer projects, integrates with contact and opportunity management tools, and is equipped to manage end-to-end sales processes including quotes, invoices and inventory.
BatchBlue’s Batchbook is a small business CRM solution designed for smaller-scale companies. A co-founder of the Small Business Web, a non-profit for open API start-ups, CEO Pamela O’Hara believes all software should be open and integrated, so that small businesses can have access to the same functionality as large enterprises.