Salesforce CRM, a pioneer of SaaS, is among the leading companies in the industry, earning sixth place in Fortune magazine's 2020 edition of the 100 Best Companies to Work For. It has positioned itself as a comprehensive solution for all relationship management needs.
However, Salesforce CRM is not always an ideal option for startups and small businesses looking for a simpler CRM to manage their customer base.
To help you find the right CRM solution for your business, we've compiled a list of top alternatives to Salesforce CRM that you should consider in 2023. Sometimes, robust enterprise CRM software like Salesforce CRM may not be the best fit for your business, especially when time and budget are a constraint.
1. Freshworks CRM
Freshworks CRM is a highly-rated platform that enables sales teams to effectively track and address customer concerns. It is widely regarded as a comprehensive contact management solution that empowers sales teams to stay ahead of the game, while also offering a user-friendly dashboard for managing the intricacies of their work.
Features:
- Offers top-notch and reliable technical support to both its paid and free plan subscribers. In addition, everyone has access to their extensive knowledge base authored by industry experts
- You can easily prioritize tasks and appointments directly from the deal pipeline. The platform is equipped with AI-based insights to help you gain a competitive edge
- Not only helps you attract leads, but also manage them efficiently through AI-powered lead scoring and effective nurturing practices
Pricing:
- Growth – $15.00 per month
- Pro – $39.00 per month
- Enterprise – $69.00 per month
2. CRM Creatio
CRM Creatio is a comprehensive platform that streamlines CRM and business process automation tasks via three main modules: Marketing Creatio, Sales Creatio, and Service Creatio. These modules provide teams with specialized tools that boost productivity, such as Marketing Creatio and Sales Creatio, which enable marketing and sales teams to efficiently manage leads and track sales. Service Creatio, on the other hand, allows for the creation of self-service customer service options, including knowledge bases and service catalogs, to enhance the end-user experience.
Features:
- Unified interface for lead management
- Identification of lead generation channels and sources
- Tracking of website visitor behavior
- Lead information is displayed on dashboard analytics for faster access
- Boosts productivity of field sales teams
- Creation of schedules for each rep through the interface
- Monitoring of visits through geo-tags and location check-ins
- Accurate tracking of all sales data for effective analysis
- Easily customizable interface through built-in system designer
- Ability to add logos and modify color schemes
- Option to show or hide system sections according to user roles
Pricing:
Just visit their site to get custom pricing.
3. vCita
vCita is an all-in-one cloud-based hub designed for small business management and customer service. The platform integrates various essential tools, including email and SMS marketing, billing and invoicing, client management, online scheduling, and more. Its user-friendly interface allows for simple and efficient customer interactions anytime, anywhere.
Key features to note include a contact form Facebook plugin, multi-device calendar management, custom formatting options, integrated appointment scheduling, and services menu, and an HTML contact form generator.
Features:
- Customers can easily book services from any device at any time, resulting in fewer scheduling issues, better coordination, time and cost savings, and increased sales potential
- The secure, user-friendly portal empowers clients to manage their transactions, reducing your team's workload and allowing them to focus on more important tasks
- Designed for service providers and helps small businesses expand their reach by providing greater control over customer management and interactions, enabling them to become self-managing enterprises
Pricing:
- Essentials – $19.00 per month
- Business – $45.00 per month
- Platinum – $75.00 per user per month
4. Pipeliner
Pipeliner is a CRM software that prioritizes customer engagement. Its visual interface has drag-and-drop functionalities that enable easy process automation. The software also makes generating visual reports easy, and allows you to manage multiple pipelines, leads, and contacts in one centralized location
Features:
- Pipeliner's visual interface enhances productivity by allowing users to focus on tasks rather than spending time learning the platform. This speeds up onboarding and adoption rates
- Users can organize the entire sales process from prospecting to closing. Multiple pipelines can be created and monitored, and contacts, activities, and documents can be attached for easy access
- Sales cycle tasks can be organized into boards within each pipeline, making it easy to prioritize tasks. Users can share tasks with team members for easy collaboration
Pricing:
- Starter – $65.00 per user per month
- Business – $85.00 per user per month
- Enterprise – $115.00 per user per month
- Unlimited – $150.00 per user per month
5. Zengine by WizeHive
Zengine by WizeHive is a CRM software tailored for organizations that manage grants, scholarships, and awards. It is an all-in-one platform that combines grant management, online application management, and CRM features, making it an ideal solution for non-sales organizations such as charities and universities.
Features:
- Includes a grant management tool with secure submission portals, review functionalities for reviewers, and administrative panels for program managers. It's scalable to your growing needs.
- Provides powerful and attractive application forms with customizable fields, file uploads, and more. Administrators can even communicate with applicants through the submission portal.
- Enables seamless collaboration between various team members. You can track actions and changes, and automate emails for a more streamlined workflow.
Pricing:
Contact their sales to talk about your pricing deals
Bottom-line
In conclusion, there are a variety of sales alternatives available for businesses looking to optimize their sales process. From customer relationship management (CRM) software like vCita, Pipeliner, and Zengine by WizeHive to all-in-one business management solutions like CRM Creatio, each platform offers unique features and benefits to enhance customer interactions, improve lead management, and streamline workflows. By choosing the right sales alternative, businesses can ultimately increase productivity, boost sales potential, and enhance overall customer satisfaction.
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