- 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.
- Custom Dashboard(s)
- Custom Views
- Deal Rooms
- Modules
- Peripheral Workflow Engine
- Reporting
- Reusable Customer IDs
- Sales Management
- Social Logins
Crust provides a flexible, self-hosted platform for your organisation to work and communicate internally while engaging with its customers, suppliers, partners and other third parties externally. Its integrated approach to identity, messaging and business logic delivers a simple-to-use yet extensible means for managing users and the applications they require every day, whether in the cloud, behind the firewall or a hybrid of the two. Crust CRM, Messaging, Unify and Compose can all be tailored to your organisation’s commercial, technological and human architectures. The Crust platform capabilities will be expanded over time to incorporate such features as cross-application automated workflows, Internet of Things (IoT) management and federated messaging. Crust Technology is headquartered in Ireland, but the Crust team is based across many countries. A free demo and suport are offered.
- Calendar/Reminder System
- Contact Management
- Sales Management
- Task Management
Arcade CRM was founded in 2014 and is based in Panama and in Florida, USA. This is a cloud based Gmail Centered CRM (Customer-relationship Management) solution for small & mid-sized businesses. It is a customizable and affordable CRM solution which offers seamless integration with Gmail. Arcade CRM also offers a rich set of features such as contact management, sales management, document management, real-time activity alerts, VoIP calling etc. This cloud-based CRM solution also helps small and medium businesses to reduce their operational expenses, optimize their workflow and automate certain repetitive sales tasks. Pricing starts at $12 per month and a free trial is offered.