In my opinion, the world of business both offline or online, build a strong relationship over the long term is a valuable asset for the customers life cycles and business marketing strategy.
I think, the concept of CRM (Customer Relationship Management) is an idea that very ideal, relevant and efficient in helping to improve customer loyalty toward a product or service you provide. Whether you are a businessman, marketer, or provider of products/services.
In this post, I would like to invite you to see some services that focuses on Customer Relationship Management (CRM), which they provide a targeted features such as CRM for Sales, CRM for recruiters, CRM for small businesses, and others. These services allows you to connect and build relationships over the long term both work team, colleagues, clients, or your customers.
In this list, there are the email-based CRM and social CRM that tailored to your needs. Okay, lets see the complete list. Hopefully useful. :)
I think, the concept of CRM (Customer Relationship Management) is an idea that very ideal, relevant and efficient in helping to improve customer loyalty toward a product or service you provide. Whether you are a businessman, marketer, or provider of products/services.
In this post, I would like to invite you to see some services that focuses on Customer Relationship Management (CRM), which they provide a targeted features such as CRM for Sales, CRM for recruiters, CRM for small businesses, and others. These services allows you to connect and build relationships over the long term both work team, colleagues, clients, or your customers.
In this list, there are the email-based CRM and social CRM that tailored to your needs. Okay, lets see the complete list. Hopefully useful. :)
Open Source CRM Tools
1. SugarCRM : SugarCRM is an open-source, web-based CRM solution, Sugar is easy to customize and adapt to your changing needs. Ideal for small and medium-sized companies, large enterprises and government organizations, Sugar can run in the cloud or on-site.
features : Social CRM enabled, Mobile CRM with support for customizations, Workflow automation, All the features your salesforce.com solution offers today.
2. openCRX : openCRX is an open CRM solution that meets the needs of organizations requiring multifunctional, enterprise-wide coordination of sales generation, sales fulfillment, marketing and service activities to customers, partners, suppliers or intermediaries.
features : enabling users to manage e-mails, contacts and calendars (shared and/or private ones). Advanced Activity Management and Issue Tracking, you can customize your own sales processes, you can connect with any ActiveSync client including Apple's iPhone and Android-based PDAs.
3. Opentaps : Opentaps is an open source ERP (Enterprise Resource Planning) + CRM (Customer Relationship Management) is a fully integrated application suite that brings together top-tier open source projects to help you manage your business more effectively.
features : share and manage documents, Manage marketing campaigns including outbound emails and call management. Tracking code reporting and management, Share calendar and tasks with the entire team, and much more.
4. PMAM CRM : PMAM CRM is a free solution for customer relationship management and sales force automation. The PMAM CRM software is perfect for one-man businesses, SMEs and large multi-nationals. From lead management to scheduling follow-ups, creation of campaigns, making proposals, raising sales orders and tracking sales and opportunities, the PMAM CRM system offers a complete solution that addresses all aspects of the sales cycle.
features : Contact Management, Organize Leads, Interaction Tracking, Manage Leads/Make Notes/Map Contacts to Role, Create/Import Leads, etc.
5. vtiger CRM : vtiger CRM is a free, fully-featured open source CRM solution with low-cost, reliable product support ideal for small and medium businesses. CRM software enables companies to increase sales by automating manual sales and marketing tasks, improving current and potential customer experiences, and providing managers with critical information to help them understand and further develop their businesses.
features : enabling managers and sales teams to organize leads, accounts and contacts; assess and prioritize opportunities; and oversee the sales pipeline and related analytics for forecasting, and much more.
6. CiviCRM : CiviCRM helps organizations realize their missions through fundraising, events management, mass-mail marketing, peer-to-peer campaigns and more via one unified solution.
features : Supports multi-site organizations and networks, contacts management, relationships management, activities and tasks management, segmentation tools and report tracking.
7. Fat Free CRM : Fat Free CRM is an open source Ruby on Rails-based customer relationship management platform.
features : group collaboration, campaign and lead management, contact lists, and opportunity tracking, and much more.
Some Freemium - Commercial CRM tools
8. Salesforce : Salesforce offers everything you need to transform your business into a Social Enterprise, so you can connect to customers and employees like never before. With no software or hardware to install, you're up and running—and seeing a positive impact on your business—quickly.
features : Task & event tracking, email integration Outlook, Gmail/Google Apps, mobile access, contract management, profiles & page layouts, visual workflow, Workflow & approval automation, and much more.
9. Highrise : Highrise is a product by 37signals. Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
features : Save and organize notes and email conversations for up to 30,000 customers and contacts. Keep track of proposals and deals. Share status with your company, department, or team.
10. Rapportive : Rapportive shows you everything about your contacts right inside your inbox. You can immediately see what people look like, where they're based, and what they do. You can establish rapport by mentioning shared interests.
features : You can grow your network by connecting on 50+ social networking sites, you can record thoughts for later by leaving notes. Rapportive works in Gmail and Google Apps Mail.
11. ZohoCRM : ZohoCRM is an online CRM software for managing your sales, marketing, customer support, and inventory in a single system.
features : You can track your sales activities, Zoho CRM also available for Google Apps or Mobile. Automate sales, marketing and support processes by creating workflow rules,alerts & tasks and record assignment rules. Define the security levels in your account by creating the roles, profiles, and groups for the users. Keep customer data organized for up-selling & cross-selling opportunities, and much more.
12. Infusionsoft : Infusionsoft's customer relationship management system improves the efficiency of your sales team by centralizing your contact information in one place, eliminating redundant sales activities and making it easy to find and work hot leads.
features : Automate sales tasks, simplify sales activities, view sales and conversion reports, etc.
13. BatchBook : Batchbook allows you to keep track of your business, personal, and social networking contacts and share them with the rest of your team.
features : enables you to import your contacts from an existing system, customizable web forms, easy-to-use contact database from scratch. SuperTags to create custom fields you've added yourself to capture the information that's important to you (such as customer information, personal details, or social networking profiles), etc.
14. ContactMe : ContactMe lets you consolidate all of your contacts—and the business information that relates to each one—into one convenient, online system. ContactMe keeps you on top of tasks, deadlines, details, correspondence, and appointments.
features : Support for mobile, add tasks and meetings to your to-do list and they’ll automatically be added to the built-in calendar. Sync With popular services like Constant Contact, MailChimp. You can organize notes, emails, files, and more by contact to keep information at your fingertips and track customer interactions, and much more.
15. Nimble : With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.
features : A full view of your contacts (contact information, and all activities, emails, notes, and social conversations related to that contact, in one clean and simple screen). You can quickly create tasks, schedule events, or reply to messages using the most popular social platforms. Nimble will sync your calendar with Google Calendar and any 3rd party calendaring system that connects to it. Create and delegate tasks to team members with ease, and much more.
16. Contactually
Contactually is a new growth CRM solution tool. Contactually was founded by Zvi Band, Tony Cappaert, and Jeff Carbonella, and is based in Washington, DC. Contactually is backed by 500 Startups.
I saw, Contactually present as a CRM solution that focuses on email CRM, designed to make better relationship, privately, and directly connected to the contacts you specify. In this case, Contactually synchronizes with your email accounts and contacts, and will help you connect with new contacts you email. Track how you met them, remind you to follow up.
Some features offered by Contactually :
1. SugarCRM : SugarCRM is an open-source, web-based CRM solution, Sugar is easy to customize and adapt to your changing needs. Ideal for small and medium-sized companies, large enterprises and government organizations, Sugar can run in the cloud or on-site.
features : Social CRM enabled, Mobile CRM with support for customizations, Workflow automation, All the features your salesforce.com solution offers today.
2. openCRX : openCRX is an open CRM solution that meets the needs of organizations requiring multifunctional, enterprise-wide coordination of sales generation, sales fulfillment, marketing and service activities to customers, partners, suppliers or intermediaries.
features : enabling users to manage e-mails, contacts and calendars (shared and/or private ones). Advanced Activity Management and Issue Tracking, you can customize your own sales processes, you can connect with any ActiveSync client including Apple's iPhone and Android-based PDAs.
3. Opentaps : Opentaps is an open source ERP (Enterprise Resource Planning) + CRM (Customer Relationship Management) is a fully integrated application suite that brings together top-tier open source projects to help you manage your business more effectively.
features : share and manage documents, Manage marketing campaigns including outbound emails and call management. Tracking code reporting and management, Share calendar and tasks with the entire team, and much more.
4. PMAM CRM : PMAM CRM is a free solution for customer relationship management and sales force automation. The PMAM CRM software is perfect for one-man businesses, SMEs and large multi-nationals. From lead management to scheduling follow-ups, creation of campaigns, making proposals, raising sales orders and tracking sales and opportunities, the PMAM CRM system offers a complete solution that addresses all aspects of the sales cycle.
features : Contact Management, Organize Leads, Interaction Tracking, Manage Leads/Make Notes/Map Contacts to Role, Create/Import Leads, etc.
5. vtiger CRM : vtiger CRM is a free, fully-featured open source CRM solution with low-cost, reliable product support ideal for small and medium businesses. CRM software enables companies to increase sales by automating manual sales and marketing tasks, improving current and potential customer experiences, and providing managers with critical information to help them understand and further develop their businesses.
features : enabling managers and sales teams to organize leads, accounts and contacts; assess and prioritize opportunities; and oversee the sales pipeline and related analytics for forecasting, and much more.
6. CiviCRM : CiviCRM helps organizations realize their missions through fundraising, events management, mass-mail marketing, peer-to-peer campaigns and more via one unified solution.
features : Supports multi-site organizations and networks, contacts management, relationships management, activities and tasks management, segmentation tools and report tracking.
7. Fat Free CRM : Fat Free CRM is an open source Ruby on Rails-based customer relationship management platform.
features : group collaboration, campaign and lead management, contact lists, and opportunity tracking, and much more.
Some Freemium - Commercial CRM tools
8. Salesforce : Salesforce offers everything you need to transform your business into a Social Enterprise, so you can connect to customers and employees like never before. With no software or hardware to install, you're up and running—and seeing a positive impact on your business—quickly.
features : Task & event tracking, email integration Outlook, Gmail/Google Apps, mobile access, contract management, profiles & page layouts, visual workflow, Workflow & approval automation, and much more.
9. Highrise : Highrise is a product by 37signals. Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
features : Save and organize notes and email conversations for up to 30,000 customers and contacts. Keep track of proposals and deals. Share status with your company, department, or team.
10. Rapportive : Rapportive shows you everything about your contacts right inside your inbox. You can immediately see what people look like, where they're based, and what they do. You can establish rapport by mentioning shared interests.
features : You can grow your network by connecting on 50+ social networking sites, you can record thoughts for later by leaving notes. Rapportive works in Gmail and Google Apps Mail.
11. ZohoCRM : ZohoCRM is an online CRM software for managing your sales, marketing, customer support, and inventory in a single system.
features : You can track your sales activities, Zoho CRM also available for Google Apps or Mobile. Automate sales, marketing and support processes by creating workflow rules,alerts & tasks and record assignment rules. Define the security levels in your account by creating the roles, profiles, and groups for the users. Keep customer data organized for up-selling & cross-selling opportunities, and much more.
12. Infusionsoft : Infusionsoft's customer relationship management system improves the efficiency of your sales team by centralizing your contact information in one place, eliminating redundant sales activities and making it easy to find and work hot leads.
features : Automate sales tasks, simplify sales activities, view sales and conversion reports, etc.
13. BatchBook : Batchbook allows you to keep track of your business, personal, and social networking contacts and share them with the rest of your team.
features : enables you to import your contacts from an existing system, customizable web forms, easy-to-use contact database from scratch. SuperTags to create custom fields you've added yourself to capture the information that's important to you (such as customer information, personal details, or social networking profiles), etc.
14. ContactMe : ContactMe lets you consolidate all of your contacts—and the business information that relates to each one—into one convenient, online system. ContactMe keeps you on top of tasks, deadlines, details, correspondence, and appointments.
features : Support for mobile, add tasks and meetings to your to-do list and they’ll automatically be added to the built-in calendar. Sync With popular services like Constant Contact, MailChimp. You can organize notes, emails, files, and more by contact to keep information at your fingertips and track customer interactions, and much more.
15. Nimble : With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.
features : A full view of your contacts (contact information, and all activities, emails, notes, and social conversations related to that contact, in one clean and simple screen). You can quickly create tasks, schedule events, or reply to messages using the most popular social platforms. Nimble will sync your calendar with Google Calendar and any 3rd party calendaring system that connects to it. Create and delegate tasks to team members with ease, and much more.
16. Contactually
Contactually is a new growth CRM solution tool. Contactually was founded by Zvi Band, Tony Cappaert, and Jeff Carbonella, and is based in Washington, DC. Contactually is backed by 500 Startups.
I saw, Contactually present as a CRM solution that focuses on email CRM, designed to make better relationship, privately, and directly connected to the contacts you specify. In this case, Contactually synchronizes with your email accounts and contacts, and will help you connect with new contacts you email. Track how you met them, remind you to follow up.
Some features offered by Contactually :
- You can add as many email accounts as you want once you link your primary account.
- Allows you to export all your contact data to Salesforce and Highrise.
- Enables you to share information about your contacts with other Contactually users. After creating a team you'll be able to add other members.
- You can set up a contact list that you want such as Vendor, Manager, Publisher, Co-Worker, etc.
- There is a statistical report on your dashboard about your contact list activities per day, per week, or as you set.
- Contactually currently works with all IMAP email providers, including Gmail, Google Apps, Yahoo!, Hotmail, and AOL. And currently building POP3 and MAPI (Exchange) email access.
Just additional information that : Contactually still in private beta that allows you to test it for free. You can look at some reviews about Contactually in Mashable, TechCrunch, Washington Post, and other reliable media. If you are interested or curious, I've got the invitation code "onlinejobsfreelance". Maybe you can try it for trial.
How do you think?
Glad to hear your opinion. Please if you have other opinion. Thank you.
Happy freelancing, keep working, keep your health, and good luck for all! :)
image by Phillip Ingham
How do you think?
Glad to hear your opinion. Please if you have other opinion. Thank you.
Happy freelancing, keep working, keep your health, and good luck for all! :)
image by Phillip Ingham
Small business CRM enables us to help and guide with our business. They are capable of venturing and plan for our products and services. They make our business plan smooth and well-organized.
ReplyDeleteJoseph @ Small Business CRM
CRM is too good for every costumer.It helps to make a great deal.
ReplyDeletehttp://innovatingmarketing.com
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