- 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.
- Client Management
- Document Management
- Due Date Tracking
- Industry Specific for Accounting
- Time Tracking
BTCSoftware, founded in 1999, is an independent provider of business and personal self-assessment tax software for small to medium sized tax and accountancy practices and corporates. This feature rich solution was designed for client and practice management together with Individual, Partnership and Trust tax return software. BTC believe that quality software need not be expensive and their self-assessment, corporation tax and practice management solutions combine design and performance at affordable prices. This product, designed by accountants for accountants, aims to streamlining the tax return process for customers. A free 15 day trial is offered. For detailed pricing plans please refer to the website.
- Calendar/Reminder System
- Document Storage
- Email Marketing
webCRM provides a fast, simple but highly functional platform that employees and managers can work with. Key modules are: Activity Management…
webCRM was founded in 2005 by a team of IT and commercial executives with the business goal of supplying safe and easy to use web-based applications. From that time their focus has been on web-based CRM solutions. webCRM is primarily targeted for small and medium sized companies, who need a flexible, fast and easy to set-up CRM solution, but can also accommodate the needs of larger organisations. webCRM is an efficient and essential tool for sales teams, empowering them to sell more. It enables proactive account management and marketing – and through simplicity and clarity it leads to easier and faster results. Pricing starts at $23 per user per month.
- Calendar/Reminder System
- Campaign Management
- Contact Database
- Document Storage
- Email Marketing
- Forecasting
- Internal Chat Integration
- Lead Capture
- Lead Distribution
- Lead Scoring
- Live Chat
- Marketing Automation/Integration
- Pipeline Management
- Prospecting Tools
- Quotes/Proposals
- Reporting/Analytics
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
Salesforce is the Customer Success Platform. Their social and mobile cloud technologies—including their flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways. Based on Salesforce.com’s real-time, multi-tenant architecture, the company’s apps and platform revolutionize the way companies sell, service, market and innovate. The Sales Cloud puts everything you need at your fingertips, available from anywhere. From Social Accounts and contacts to Mobile, Chatter and Analytics, collaboration across your global organisation and getting deals done faster is not only possible but easy. Pricing starts at $25 per month per user. A free trial is available.
- Calendar/Reminder System
- Document Storage
- Email Marketing
- Internal Chat Integration
- Quotes/Proposals
- Segmentation
Amphis Customer is an easy to use Contacts Management, Invoicing, Jobs and CRM Software package targeted at Small Businesses and Charities. Amphis Customer makes it easy to manage Contacts and Appointments, create Quotes, Estimates and Invoices, and manage your Jobs. Amphis Customer can be used by a single or multiple users on an Office network. You can be up and running in just a few minutes adding more users any time. Pricing starts at $229 per licence. A free trial is offered for 60 days with full support.
- Consolidated Account Management
- Event Managment
- Industry Specific for Construction/Architects
- Materials Management
Since its inception in 1990, KMS has delivered CRM systems into business-to-business sales, with a longer perhaps more complicated sales cycle, often involving several contacts in each business. Focusing intently on the Built Environment, KMS is able to provide tools that are unique in their understanding of this sector’s needs and requirements. KMS harnesses a combined Industry and IT-knowledge base in its team approach. KMS delivers a wide range of products and services by means of a client-focused methodology, identifying individual client needs and tailoring appropriate solutions. Pricing is a $2,500.00 one-time fee