Base CRM for Web Apps

Visual Planning

Planday

Procore

Wrike

Act!

Ravetree Project Management

FlexBooker

HouseCall Pro

SuperSaaS

Teamleader

Chargify

Chargify is a subscription based invoicing platform for SMBs. With it you can automatically send invoices individually or on recurring basis. It comes with some handy tools and features, such as letting you create an order page for customers to sign up for your product or service, and then manage their own subscription. Reporting Chargify has lots of standard reports to choose from. The reporting feature is accessed from your dashboard. From here, you can see an overview of subscribers added/lost and the monthly revenue. From the ‘Analytics page, you can locate over 20 reports on various data points, including website activity, signup success/failure, upgrades and downgrades, expiring credit cards, and metered usage etc. It is worth noting that Chargify doesn’t allow you to build build custom reports from the ground up. Integrations Chargify integrates with over 300 apps via a 3rd party integration service called Zapier. The service lets you automatically synchronize your customers and transactions with services from Mailchimp, Quickbooks, Freshbooks, Nimble, Base CRM, Zoho CRM, SugarCRM, Evernote, Basecamp, Trello, and BigCommerce. Pricing Chargify uses a subscription based pricing model with a free trial available (No Credit Card required). The company charges no setup fees, no transaction fees, and there is no contract. Contact Chargify directly for current pricing. Bottom Line Chargify is a good platform for businesses that sell subscriptions. There service is designed to let customers manage payments themselves, whether that’s by customizing their own order on your payment page, or if its by logging into the self-service portal in order to add or remove services, or change payment information, for instance. Although Chargify is suited to most SMBs, it probably isn't that great for project-based businesses, such as web designers, as it doesn’t provide time tracking or estimate tools.

Close.io

For every business, communication with your leads and potential clients is important. Close.io is a CRM that is focused on simplifying the call process and simultaneously lets you get more done whilst talking to clients. Close.io was built by Elastic's sales lab from the ground-up, for phone and email driven sales teams. It is more than just a CRM, it can be your team's phone center and the place where all customer interaction is logged automatically. Close.io is an efficient CRM that has been designed with the goal of making sales people as efficient as possible. With Close.io you can make and receive calls with just 1-click, and because calls are logged automatically, the lead activity data is displayed as soon as the phone rings, giving the sales team exactly the information that they need at their fingertips. Auto-Data Logging This feature clearly sets aside Close.io from other CRM products.With Close.io phone calls are treated much in the same way that emails are. Sales reps can make, and receive, calls from potential clients directly from within the app, rather than using a separate phone line. These calls are then automatically logged and attached to the relevant client’s file. This is real time saver, as sales reps can spend their time making calls and waste no time logging information. 2-way Email Integration A noteworthy feature is the 2-way email integration. The app is able to take all emails that any member of your team receives or sends, and attaches them to the file of any relevant lead. This data can be viewed by looking at the relevant client’s file. All this is undertaken behind the scenes, with no data entry required. Integrations Close.io integrates well with the following apps and services: Zapier, Clearbit, Bedrock Data, Leftronic , Quickmail, LeadFuze, Hipchat, and GetDrip. There is also a developer API available as well. Support Options Close.io offers the following support options: FAQs, Forum, Knowledge Base, Online Support, Phone Support, and Video Tutorials. Pricing Close.io uses a subscription pricing model, with plans starting from $59.00 per user, per month. There is a 14 day free trial available (no credit card required). The Basic plan costs $59 per user per month. For this price you get the basic app with contacts, leads and opportunities, 2-way email integration and API access. For $99 per user, per month, you get the Professional plan. This comes with everything offered in the Basic plan, along with bulk email sending, automatic call tracking, and a phone number with unlimited calling in the USA and Canada. The Business plan is priced at $149 per user, per month. With this plan, you get all the Professional plan features, plus additional unlimited worldwide calling, call audio recording, toll-free numbers and ring groups, voice-mail drop, call transferring, and customer reporting graphs. Finally, the Enterprise plan is priced at $299 per user, per months and comes with all of the Business plan features, plus personalized training and sales consultation, integration and VoIP consulting, custom NDA and enhanced support. Bottom Line Close.io is ideally suited towards SMB’s. The app supports Mac and Windows OS and offers a mobile web solution as well. With key features including automatic call tracking, audio call recording, call forwarding and a sales workflow with no manual data input required, you can see why numerous businesses use Close.io as their CRM of choice.

FreshDesk

Freshdesk is a completely customizable set of tools that offers all the features and functionality which a modern help-desk requires. From robust multichannel capabilities, smart automations and advanced ticketing through to integrated game mechanics, Freshdesk is a forward-thinking solution that provides quality cloud based customer support. Freshdesk provides a streamlined and well structured help-desk solution that is both productive and easy to manage. It uses a smart ticketing system that sorts through all incoming tickets and organizes, prioritizes and sorts client requests and assigns them accordingly. Freshdesk also makes good use of a company knowledge base, which auto updates to include data from archived emails, conversations and ticket resolutions. Freshdesk’s knowledge base feature works very well, with a comprehensive article archive that is streamlined, simple and easy to navigate from both the agent’s and customer’s side. This is a really useful feature of Freshdesk as a support department with a wealthy knowledge base usually receives less customer requests. Advanced Ticketing Freshdesk provides an automated ticketing system that sorts through all incoming tickets and assigns them accordingly. By using standard SLA’s that have pre-defined parameters for service workflows or custom SLA’s for priority customers with specific needs and requirements, all of your customers can be given the highest level of customer service available. This can be customized and configured via the Ticket tab. From there it is easy to set all your ticketing rules and workflows that you need. Multi-Channel Support Freshdesk has been designed to automate tasks and save on ticket resolution time via multiple platform integration. The main avenue is through configurable email integration. This very useful Freshdesk tool allows agents to manage, update, reply to and assign tickets directly from their company email accounts. Freshdesk allows you to configure these requests so all emails sent to company accounts are logged as tickets. These, in turn, can be categorized, prioritized and assigned to the correct agent, and because you can define behavioral rules for requests, tickets will always go to the correct support agent. One very handy feature of Freshdesk is ‘Email to Knowledge base’. This tool can be set to automatically convert email threads or ticket replies into articles for the Knowledge base archive. This data is saved as draft information that can be edited before publicising it in the Knowledge base. Social media platforms such as Facebook and Twitter are also supported by Freshdesk. This is a very useful tool, as you have the means to reply to urgent requests from these channels in real-time. Freshdesk also has a live-chat solution called Freshfone, Freshdesk’s integrated voice telephony system. With Freshfone you are able to track tickets from multiple sources and provide further support channels to your clients. Gamification A really cool feature worth mentioning is Freshdesk’s gamification tool. With integrated game mechanics, team leaders and managers can keep all members of their team motivated. With this tool, support tickets become stepping stones to advance up the leaderboard. Freshdesk Arcade turns normal tasks into game missions. You can create Quests to make sure the tickets that are the highest priority get done quickly. The system rewards agents with a selection of badges for the best performers. these badges are then displayed on their help desk profiles. Integrations Freshdesk offers an ever expanding number of both native and 3rd party integrations. Native integrations include Facebook and Twitter; Saleforce, Highrise, Zoho CRM, Sugar CRM and Capsule; Freshbooks and Harvest; Atlassian from Jira; Google Analytics, Google Calendar, Gmail Gardets, Google Hangouts and Google Drive; HelpOnClick and Snap Enagae; MailChimp, Campaign Monitor and Constant Contact; Olark, Survey Monkey, Dropbox, Zapier and Shopify, among others. Third party integrations include Magento, Talkdesk, Kipfolio, Pipeliner, OneSky, Userlike, Woo Themes, Timecamp, and Fromcrafts. Custom integration are also available as Freshdesk provides a service called Freshplugs. Conveniently, Freshdesk also has a mobile help-desk plugin called MobiHelp, which is available for Android and iOS platforms. Pricing Freshdesk uses a subscription pricing model with a Free Trial available (No Credit Card required). It is well suited to all users from freelancers through to mid sized businesses. Freshdesk is priced per support agent per month, and has 4 different plans to choose from; Sprout - $15 per agent per month (first 3 agents free). Blossom - $29 per agent per month. Garden - $49 per agent per month. Estate - $79 per agent per month. The Blossom plan includes social support, community forums and game mechanics. The Garden plan includes live chat, multiple products and multiple locations. The Estate plan includes enterprise reports, portal customization and custom agent roles. Bottom LineFreshdesk is a well managed service desk solution that offers a streamlined and intuitive web interface. It has a good online help section, native and custom integrations, and a mobile help-desk plugin. With cool features like Freshdesk Arcade, automated IT tasks and ticketing, and multi language support, Freshdesk is a great choice for businesses of all shapes and sizes.

SAP Digital CRM

SAP Digital CRM is a streamlined, cloud-based CRM solution, which offers an array of professional features, such as email customer service ticket management, account management, simplified user management, mobile capabilities, and a powerful analytics component. Upon using the app, individuals and teams are able to create personal connections with their customers, and keep vital information regarding interactions in an easily accessible, centralized location that can be viewed from either desktop or mobile device. Mapping Site Visits A superb time-saving tool of SAP Digital CRM is the mapping feature. This is a great tool, as being able to map site visits gives salespeople the ability to more accurately plan and record any visits they may have with any leads and existing customers. In real terms this means that any off-site visits can be easily tracked and managed; and by linking this feature to the calendar module, you are able to efficiently manage itineraries and make real-time adjustments. Simplified On-boarding With SAP Digital CRM, team on-boarding is no longer a massive challenge to overcome. Users are invited to use the solution by first name, last name, email ID, and role. Once they have been added to the system, they can then be assigned roles; for example SAP Digital CRM allows you to choose from various options, such as ‘manager’ or ‘user’. Lead Management SAP Digital CRM has excellent lead management capabilities. From this platform potential business opportunities can be successfully managed. Users of the system have the option to qualify, score, and then nurture individual leads in order to convert them into sales. Integrations SAP Digital CRM is able to integrate with Outlook and Google contacts. The solution also has a one-click Twitter channel setup available too. Pricing SAP Digital CRM uses a subscription pricing model that begins at a cost of $23 per user, per month. There is also a 30 day free trial available, with no credit card required, in order to test out the system. Bottom Line SAP Digital CRM is a great, all-in-one solution that has been designed for individuals and small businesses alike. The cloud-based subscription service requires no on-premises hardware and software management; it provides all the tools you will need to manage accounts, contacts and sales leads. The service also has a reliable, integrated email ticket-management system for handling support and service engagements. The SAP Digital CRM service can be setup relatively quickly (in as little as 15 minutes) and the on-boarding processes are straightforward.

Autopilot

Autopilot is a multi-channel marketing app, which gives businesses a sure foothold in automated marketing, and customer relationship management. Due to solid, cloud based flexible features, Autopilot is suited to all businesses, regardless of size or industry. Aside from multi-channel marketing journeys, businesses can use Autopilot to capture leads from populated forms, automate emails, view visitor events in real-time, and gain a high return on investments by utilizing the platform’s insightful reporting tools. Autopilot lets businesses of all sizes automate and track marketing activities through online and offline channels. With Autopilot you can map each touch-point across the customer lifecycle. Business contacts can be organized, segmented and integrated with current systems already in place. It is very easy to setup, use and implement. Multi-channel Marketing Journeys A stand out feature of Autopilot, is the way that it can utilize multi-channel marketing Journeys in order to ensure messages are sent to the right recipients at the right time. With Marketing Journeys, you can send personalized messages, and also build workflows and processes in Salesforce. To setup, create and publish your first Marketing Journey, you can use Autopilot’s drag-and-drop Journey canvas. This is simple interface that allow you to design a program from scratch or select a program from a collection of ‘best practice’ programs. Insights & Reporting Autopilot’s Insights and Reporting tools are a superb way to measure the effectiveness of your automated marketing program. These tools allow you to visualize revenue impacts, view trends, and glance over summaries of user and email performance data. All data is provided in real-time, so you are able to immediately detect if any changes to your marketing program are having an impact on the activity on your website. Any reports can be filtered by date range, Marketing Journeys or individual email touch points. Integrations Autopilot has a wide array of third party integrations available. These integrations ensure Autopilot is a fitting app for businesses of all size, from various industries, despite the marketing and CRM systems which currently may be in place. Supported integrations include Lob, Salesforce, Segment, and Twilio. Pricing Autopilot uses a subscription pricing model, with a free trial available. There are two pricing plans to choose from:Base and Business. The Base Plan costs $20 per month, if paid annually, or $25 if paid monthly. For this you get for up to 1,000 contacts, and it includes unlimited emails, multi-channel journeys via email, SMS, in-app messaging, and postcards. You also get reporting, segmentation, and integrations with Slack and Zapier. The Business Plan costs $40 per month if paid annually, or $50 if paid monthly. For this price you get up to 1,000 contacts, and it includes Salesforce CRM integration, Segment.com integration, access to Autopilot's API, A/B split testing, and access to in-app journey reviews. Autopilot offers a scalable, subscription-based pricing model that is as flexible as your businesses growth. The good thing about Autopilot is that you only pay for what you need, and unlimited emails are included, regardless of which plan you use. Bottom Line Overall, Autopilot provides a strong end-to-end marketing automation platform that is able to give your sales and marketing teams freedom to do their jobs. It uses an intuitive drag and drop interface that is easy to navigate and can be used by any team members, no matter where they are. Autopilot comes with quality campaign management features, ROI reporting, and it also incorporates personalized offline and mobile touch-points. With built-in integrations to marketing, lead intelligence, messaging, and CRM tools Autopilot makes it easy for your business to engage with leads and customers consistently, using a variety of communications.

Zoho Support

Zoho Support is a scalable help-desk solution for businesses of various sizes. By utilizing Zoho Support, businesses are able to build feature-rich help-desks that include ticket management, automation, and reporting tools. Businesses are able to engage with their customers across multiple channels, including various social media solutions and email. With robust workflow automations and request management tools, help-desks are able to manage and maintain large amounts of traffic. Mobile Support A really useful feature of Zoho Support is the ability for agents to answer tickets from anywhere using Zoho Support for iOS and Android. From within the app, users are able to view a feed that displays any recent updates in tickets. They can also choose to follow specific tickets, contacts or accounts. If any developments occur, it will show up automatically on the feed in real-time. Response times can be critical in dealing with customers, therefore the Zoho Support mobile app makes good use of push notifications, ensuring agents maintain rapid response times to tickets. Multi-Channel Request Support The ability to gather customer service requests from multiple channels is a superb way to build great customer satisfaction. Support from email, phone, social media, chat, self-service help center, forums and web forms are all supported on this platform. Zoho Support can be configured so managers can setup and maintain service-level agreements (SLAs). Tickets are created with a due date and time based on the pre-defined SLA. The software can automatically alert users or even re-assign the ticket to another agent. Automations Automations are a great way to improve productivity. By utilizing time based actions and macros, agents are able to maximise their time spent on activities. Zoho Support makes implementing flexible automation rules an easy affair. In this way, customers can be kept up to date regarding changes to their tickets, and any inactive tickets can be closed without wasting time and resources. Pricing Zoho Support uses a freemium, subscription pricing model, with a free 15 day trial available. The Free plan includes email ticketing, knowledge base, community forums, web contact form, default canned responses. This is useful for small businesses, however if you need integration with Zoho CRM then you need to move onto one of the paid plans. The Professional plan is priced at $12 per agent, per month. For this, you receive everything in the Free plan, plus workflows, time tracking, social media monitoring, custom reports and dashboards, custom canned responses, and phone integration. Zoho integrations and mobile versions are also available with this plan. Finally the Enterprise Plan is priced at $25 per agent, per month. At this level you receive everything that is available in the cheaper plans, plus scheduled reports, integration for multiple phone numbers, more workflows, and built-in live chat. Bottom Line Zoho Support is a good solution that can give businesses a clear, unified view of their customers’ requirements. With multi-channel ticket management, and custom reporting tools coupled with Zoho CRM integration, Zoho Support is a solid customer service solution that is best suited to SMBs, but as it is scalable can be used by larger organizations.

Zoho CRM

Zoho CRM is a solid customer relationship management platform that provides a complete CRM solution. With it you can manage sales, marketing, customer support and service and inventory management via a single system. Zoho CRM is based in the cloud, so no setup is required. It can be accessed from anywhere, using both desktop or mobile device. Zoho CRM allows you to generate and track leads, manage tasks, and follow the entire sales pipeline directly from within the app. By utilizing the power of mobile applications utilizing the cloud platform, Zoho CRM allows team members to work collaboratively by giving them access to the most current information available. Workflows Zoho CRM’s customizable workflow management tools allow true automation of regular tasks. This is really useful because every time a new event occurs, Zoho CRM can be configured to automatically deploy a new task and assign it to a specific user, who will then be notified accordingly. Zoho CRM’s Workflows lets administrators set up actions to be executed when certain criteria are met. This, in turn, gives you greater control over how leads are handled. Email Integration A key feature of Zoho CRM is that it can integrate with your existing email environment. This is useful because it provides users with a universal platform of communication across your organization. By integrating an existing email system, users will be able to access new messages and reply them from directly within Zoho CRM. Mobile Integration The Zoho CRM mobile app on both iOS and Android, allows you to access contact details, edit accounts and leads, and view and work with reports. Zoho CRM also supports offline access, which is another extremely useful feature. Alongside the aforementioned email integration, Zoho CRM has the ability to connect to many third party app: including Microsoft Outlook, Microsoft Office, PhoneBridge, and QuickBooks. Zoho CRM for Google Apps also takes the software beyond simple email integration. It also integrates with MailChimp and Constant Contact for email marketing, Evernote for note-taking, ClickDesk for Help Desk service, Outlook for email and calendaring, Microsoft Office for documents, Quickbooks for accounting, and VWorkApp for job dispatching and tracking. Using Zoho's API, developers can customize Zoho CRM as required. Pricing Zoho CRM uses a subscription pricing model that starts at $12.00/month with a free trial available (No Credit Card required). For up to three users, a free plan includes all of the basic features of Zoho CRM, with up to 5,000 records. A standard plan that adds sales forecasting, reporting, and more, is available for $12 per user, per month; while a plan that includes email integration costs $20 per user, per month. An enterprise version for multi-level organizations is available for $35 per user, per month. Bottom Line Zoho CRM is particularly effective for organizations that already use the company's other products, such as Zoho Projects or Zoho Books. It makes good use of Google Apps integration, which also makes it a natural choice if your organization uses those tools for email and calendaring. It has comprehensive reporting tools, advanced CRM features, and good email marketing tools. It has seamless integration between pre-sales and post sales activities via the Inventory Management tool and great integration between Sales and Customer Support processes via the Cases and Solutions feature. Overall, Zoho CRM is a powerful solution for small and medium-size businesses that is available at an affordable price bracket.

TeamSupport

TeamSupport is a customer support solution that uses collaboration features and real-time data in order to better understand customers. This pro active methodology results in being able to deliver support to customers before they're even aware that it's needed. TeamSupport dies not focus exclusively on one-on-one customer communications, rather it encourages full team collaboration in order to resolve ongoing problems. TeamSupport has developed a powerful user interface that puts all relevant customer data in one place. It supports a flexible process flow, and the platform itself is designed in a way that is very intuitive and easy to use. Custom Customer Service Portals Customer Support doesn’t just work between the houses and 9AM and 5PM. With TeamSupport, your organization are able to create self-service portals where customers can help themselves—or each other, no matter what the time of day or night. Custom self-serve customer service portals canoe made very easily and then dropped into your company website. As soon as integration has been completed, customers are able to submit and then follow up on their tickets. They also have access to a knowledge-base, so they can try to answer their own query, along with a community forum, and a collaborative wiki feature. Group Ticketing A cool feature of TeamSupport is group ticketing. When tickets are assigned to a group, rather than to an individual, all members of that group are notified. Your organization can create as many groups as required, and individual users can belong to multiple groups. A great feature of Group Ticketing is the ability to assign it to a group when the creator is unsure of what individual to assign the ticket to. Instead of guessing or selecting the wrong individual, the ticket creator can assign the ticket to a Group. For instance, Support Team, Product Development or QA team. As with all group ticketing, all members of that group will receive a notification, and any of those members are able to take ownership of the ticket. Integrations TeamSupport provides advanced native integrations with a variety of apps and services, including Beanstalk, Dropbox, Highrise, Jira, Mailchimp, NiceReply, Oracle Fusion, Salesforce, and Zoho. TeamSupport is also on the Zapier platform, which allows customers to connect the various web apps they use on a daily basis. TeamSupport also has a robust REST API that has been designed for users who need custom workflow functionality between multiple apps. Pricing TeamSupport offers two plans, starting at $40 per user, per month. Free trials are also available, (no credit card required). Customers can pay monthly by credit card, or they can opt to be invoiced for 6 or 12 months in advance, in order to receive a discount. Plans start from $40 per user, per month for Support Desk. The Enterprise plan is priced at $55* per user, per month. All plans include unlimited support & training, and no implementation charges Bottom Line TeamSupport has been designed and built specifically for B2B software and tech companies. It provides customer support by enhancing real-time internal collaboration and utilising advanced customer service portals, integrated screen recordings, built-in reporting tools, and multi-channel support. The collaboration features help multiple departments work together to build customer relations. With an array of tools to help you gain deeper insight into your customers' needs, you can see why TeamSupport is the CRM of choice for many IT organizations. *Annual Billing.

Copper CRM

Copper* is a cloud-based CRM tool, which provides users with a transparent view of their customers. The software can be used by any industry, including advertising, sales and distribution, and real estate. Among its numerous features is email integration, opportunity management and lead tracking. Copper also comes with some really useful time saving features, such as automatic customer data saving. Every file that is sent via email is instantly linked and stored in a contact’s portfolio. What’s more, the system profiles every interaction. This gives users relevant information on how recently each customer has been contacted. Along with quality customer management tools, Past and future calendar events, such as meetings and calls, are logged with Copper. The app can also ‘intelligently’ suggest possible contacts, based on previous correspondence. Via Copper’s email integration, all tasks are visible in Gmail, and the opportunity management feature lets users visualize and manage their sales pipelines, by utilizing drag-and-drop functionality. Opportunity Management A great feature of Copper is the ability to see a visual representation of all available opportunities via a customisable pipeline, which supports drag-and-drop editing. Custom filters allow you to drill down deeper to retrieve more information, and you are alerted when deals appear to be disappearing. For reporting purposes, Copper also provides you with a weekly pipeline progression report to gauge progress. Gmail Integration Copper integrates effortlessly with Gmail and other Google apps in order to provide seamless data interchanges. With Gmail integration you can visualize all contact information that are associated with emails, directly from your inbox, including all interaction history and associated files and notes. Aside from Gmail integration, Copper also lets you fully manage contacts from outside of Gmail, thereby providing you with a comprehensive view of the customer directly. Customer profiles are then automatically populated with data crawled from across the web, along with any file attachments pulled from your emails. The completed profiles will show all the interaction history, including email history, and past and upcoming calendar events. The Google Hangouts integration also allows you to make calls directly from these profile to the customer as well. Pricing Copper uses a subscription pricing model, with prices starting from $19.00 per user, per month for the Basic Plan, followed by the Professional Plan at $49 per user, per month. Finally, the Business Plan is priced at $119 per user, per month. There is also a 14 day free trial available (No Credit Card required). Bottom Line Overall, Copper CRM is an excellent customer management platform to work from. With superb features, such the ability to overview of your opportunities via a visual pipeline with customizable stages, filters, and data fields, right through to automatic data population and Gmail integration. Copper CRM is a quality product that will suit businesses of all types and sizes. It comes with apps for Android and iOS, and over 300 third party integrations are also available, including Google Drive, Google Calendar, Google Hangouts, MailChimp, Evernote, Wufoo, Quickbooks, and Basecamp. *Formerly ProsperWorks CRM