- Analytics
- Calendar/Reminder System
- Document Storage
- Email Marketing
- File Sharing
- Internal Chat Integration
- Lead Scoring
- Mobile Access
- Multi-Country
- Quotes/Proposals
- Search
- Segmentation
- SEO Management
- Social Media Integration
- Task Management
- Territory Management
SeoToaster CRM is ideal for any website-centric organization or campaign, as it ships with its own mobile friendly landing pages builder, full blown Content Management System, and web store supporting digital downloads.Track ad campaigns effectiveness, behaviors across sites, downloads, chat conversations, phone calls, open emails & attachments, store amounts transactions, and more. Ships with workflows, drip campaign etc. SeoToaster CRM has a free version and offers a free trial. The paid version starts at US$49,00/month.
- Specific for Service Based Industries
- Appointment Management
- Appointment Scheduling
- Automated Scheduling
- Bid Management
- Billing & Invoicing
- Calendar Sync
- Change Orders
- Client Management
- Contractor Database
- Contract Management
- Dispatch Management
- Electronic Signature
- Inspection Management
- Inventory Management
- Job Management
- Job Scheduling
- Mobile Access
- Multi-Location
- Online Booking
- Online Payments / Funding
- Payment Processing
- Project Management
- Quotes/Proposals
- Reporting
- Time Tracking
- Work Order Management
Jobber is perfect for established and growing home service businesses who need better organization, mobile access, and more efficient scheduling and billing processes. Make your small business look bigger with Jobber's home service software. Jobber helps businesses improve and grow their business. No matter where you are, quote, schedule and invoice jobs; optimize routes, track and dispatch teams; alert and communicate with clients; and automatically sync with your accounting software - all in one place. You'll get paid faster, and look and feel more professional than ever. Plus, Jobber's free dedicated support will help you every step of the way. Jobber offers a free trail with the priced plans starting at $29 per month.
- Specific for Freelancers
- Contact Management
- Data Management
- Integrates with Gmail
- Lead Management
- Marketing Automation/Integration
- Marketing Management
- Quote Management
- Web Development
Funnel CRM is designed with the small players and freelancing pros in mind, which means it is not loaded with features and tools that you don’t need. What you get is a simple, intuitive solution that allows you to capture and grow your leads, convert them into customers, and grow your relationship with them. With core capabilities of lead capture and CRM, Funnel CRM lets you do what needs to be done without any complication. For a full breakdown of pricing please consulte the website.
- Email Management
- Email Tracking
- Lead Management
- Reporting
- Sales Management
SumaCRM offers cloud-based customer relationship management software for its clients. Its users have the ability to access its platform from any device to get information about their customers. Based in Madrid, Spain, SumaCRM was launched in 2015 by Alfredo Nicolas Gonzalez and Tomas Santoro. SumaCRM allows users to sell more efficiently and effectively. A full breakdown of their pricing plans is available on the website. A free trial is on offer.
Efficy, the Belgian CRM publisher, acquired SumaCRM in October 2019.
- Benefits Management
- Direct Deposit
- Payroll Reporting
- Self Service Portal
- Tax Compliance
- Vacation/Leave Tracking
- Volunteer Management
- W-2/1099 Preparation
- Wage Garnishment
QuickBooks is a cloud-based accounting solution suitable for small to large enterprises. QuickBooks will manage expenses, projects, invoices and more. It comes with a centralized dashboard enabling users to gain insights into business trends and organizational performance using key performance indicators (KPIs). With QuickBooks administrators can assign tasks to sales representatives, grant access to specific users and collaborate on projects with team members. Users can capture digital copies of receipts and automatically sort transactions based on tax categories, improving financial operations. QuickBooks Online Advanced facilitates integration with various third-party applications such as RevenueBooks, Syft Analytics, Freedom Merchants and more. A free trial is offered. Pricing starts at $199. A detailed explanation of the pricing plans are available on the website.
- Calendar/Reminder System
- Campaign Management
- Document Storage
- Email Marketing
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Nurturing
- Lead Scoring
- Lead Segmentation
- Marketing Automation/Integration
- Mobile Access
- Pipeline Management
- Prospecting Tools
- Quotes/Proposals
- Segmentation
- Social Media Integration
- Source Tracking
- Task Management
- Territory Management
Highly Recommended. Web-based CRMs such as Capsule CRM are viable alternatives to on-premise CRM. The cost of on-premise CRM makes it less suitable for SMBs. Today, business is no longer confined to the office or any particular place. With the introduction of 3G services and Wi-Fi, a majority of businesses are slowly shifting to mobile platforms. Many SMBs have their own mobile sales force that taps opportunities wherever possible. The user experience in Capsule is one of its strongest points. The interface is intuitive and simple, while still offering flexibility and powerful features. This is really important, as the rather cliched phrase “ease-of-use”, is actually the biggest reason affecting user acceptance and adoption, or lack thereof. Free for up to 2 users. Thereafter $18 per user per month. A 30 day free trial is available.