Agile CRM – What is it? Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and medium-sized businesses. It offers contact management, telephony tools, scheduling, marketing automation, project management, a landing page builder, and knowledge base capabilities. The contact management module allows users to record and retrieve customer data such as...
Nutshell CRM – What is it? Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to do more business. Nutshell is simple enough for any user and sophisticated enough for any business. It’s designed for teams that are tired of juggling separate sales and marketing tools and do not want to pay a full-time administrator to manage their...
noCRM – what is it? noCRM.io is an easy-to-use lead management solution used by sales teams and sales reps of small and medium businesses. The sales management tool was developed on the premise that standard CRM tends to reduce sales reps’ productivity by burdening them with paperwork and non-critical information that prevents them from focusing on winning more customers. With noCRM...
Method CRM – what is it? Method:CRM is the top-rated CRM for QuickBooks desktop and online users, with over 1,300 five-star reviews on Intuit’s apps.com. Use Method:CRM’s patented QuickBooks integration to instantly sync your customer information, invoices, payments, and more in both directions so your data is always up to date! Even better, you’ll gain back time as...
Keap – what is it? Keap (formerly Infusionsoft) is a all-in-one CRM, sales and marketing automation software that helps you grow your business. Better customer organization, fewer repetitive tasks, easy to implement automations and integrated applications. Keap’s goal is your growth, whether you choose Max, Max Classic (formerly Infusionsoft), Pro or Lite from our powerful product...
Less Annoying CRM – what is it? Less Annoying CRM is a customer relationship management solution tailored to the needs of small businesses. It offers cloud-based deployment, various configuration options, and a dashboard that provides an overview of contact information, projects, files, and other information. Less Annoying CRM offers contact management and sales force automation (SFA)...
Copper CRM – what is it? Copper is the easy-to-use CRM for small businesses that need to manage more sales leads and grow their customer relationships, but do not have time for data entry, repetitive admin tasks or complicated tools. Do not waste hours typing data – Copper integrates with Gmail and other Google Apps and logs all your emails and other interactions with the right...
PracticePanther – what is it? PracticePanther Legal Software is a legal management solution for small to large law firms specializing in areas such as bankruptcy, personal injury, family, divorce, estate planning, litigation, criminal law and more. The system is offered as a cloud-based solution and is compatible with both Mac and PC. PracticePanther offers mobile apps for iOS and Android...
FreshBooks – what is it? If you are a service-oriented business, FreshBooks is made for you. If you are a designer, a marketing agency, a plumber, a IT professional, a lawyer, an architect, a web professional – if you add value to your clients by putting your time and expertise to work on other people’s problems – FreshBooks is made especially for you. We continue to...
Clio Grow – what is it? Clio Grow is a Customer Relationship Management law firm system (CRM). It used to be called Lexicata and is now part of Clio’s legal software suite. This means that it can easily be used in conjunction with Clio Manage. However, it can also be used independently if you wish. CRMs generally help lawyers attract and service new clients. More importantly, however...