Pivotal CRM Marketing Automation is a customer relationship management software solution offered by Aptean.
Customer Relationship Management (CRM) Software
Best Customer Relationship Management (CRM) Software
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Customer Relationship Management (CRM) Overview
What is CRM Software?
Customer relationship management (CRM) is a business strategy that stresses good ongoing relationships with customers. It holds that maintaining these relationships drives growth and profitability. There are two core elements of this customer-centric strategy:
Presenting a unified face to the customer
Providing a seamless customer experience
CRM software can help by synchronizing customer communications among business units. Sales, marketing and customer service can all get on the same page. It’s a system of record for touch points throughout the customer lifecycle.With CRM tools companies can track, automate, analyze and optimize customer interactions. At the core is a database of contact information and interaction history for each individual customer.
Customer Relationship Management Features & Capabilities
In general, customer relationship management technology provides the following sets of capabilities:
Customer Data Management
CRM software collects and organizes customer data. This includes contact information and interactions via email, phone, web chat and social media.
Sales Force Automation
CRM software helps streamline and automate certain sales-related duties. These tasks may include:
Creation of quotes
Updating contact information
Evaluating employee performance
Many CRM software products include some marketing automation features. Others integrate with dedicated marketing automation products. Some features to look for include:
Landing page creation
Customer Service & Support
CRM software products often provide customer support-related features. Many also integrate with standalone customer support software (i.e. help desks and call center software). Customer support features may include:
Customer support portals
Additional Features & Considerations
Some CRM software products also offer project management and social media management capabilities.
Additional considerations when evaluating CRM software include:
Deployment type (on-premise vs. hosted)
Security and privacy
Ease of integration
Benefits of Using a CRM System
CRM systems hold a number of benefits for both small businesses and enterprises. When implemented properly, CRM can:
Create a single storehouse for customer data
Provide greater visibility into sales, marketing and customer service processes
Help optimize customer communications
Shorten sales cycles
Improve customer retention
Help companies understand and address the needs of customers
Increase customer satisfaction
Increase operational efficiency
Free up employees to focus on customer interactions
CRMs are usually sales-focused. But there are benefits for marketing as well. Marketers usually store their leads in a CRM system, and often help with database management. Integration with marketing automation, CMS, and eCommerce platforms can improve marketing campaigns. Information in the CRM helps marketers target their messages sent through these systems to the right people. These communications can then be tracked within the CRM. They may also use the CRM to report on marketing goals, like lead engagement and leads passed to sales. Having a shared database can help align sales and marketing efforts as well.
All-in-one marketing tools typically include both CRM and marketing automation functionality. They often also have content management, SEO, social marketing and eCommerce capabilities. These tools are aimed at small businesses looking for basic features. Larger companies tend to favor a best-of-breed approach, integrating their CRM,marketing automation, and other systems.
CRM software is usually priced by user on a monthly subscription model. Price per user depends on the extent of the features you are looking for. Subscriptions can start as low as $12/mo. per user for small businesses. Enterprise level tools rise to hundreds of dollars per user per month. This tier typically has more automation, reporting, integrations, and customer support features.
Customer Relationship Management (CRM) Products
Listings (201-225 of 236)
VeryConnect Membership Management Software brings together member management, member engagement, and member self-service in one platform.
ProDBX is an All-in-One Cloud Software solution dedicated to improving the way roofing, pool building, and construction companies operate. From out of the box to full customization, users can choose how they want the software to be configured.The goal of ProDBX is to allow contractors and small c...
NetHunt CRM allows users to turn their Gmail inbox into an affordable CRM for small business. NetHunt provides users with a simple and customizable customer relationship management system to control business activities without leaving their inbox. Users can manage sales pipelines, answer support...
HansaWorld Standard CRM is an app providing users with tools to organize, synchronize and automate customer relationship management processes, for any business and industry. Users can streamline their company’s sales, marketing, customer service and technical support, which the vendor says can he...
At its core, HansaWorld Standard ERP offers the conventional ERP features for accounts, order processing, inventory, manufacturing, and job costing. This solution is designed to manage businesses of all sizes. It is a modular system, meaning you can choose from a wide range of comprehensive verti...
Qobrix CRM is a lightweight, flexible and configurable web based CRM platform, without of the complex, rarely used features vendors says are found in most off the shelf CRM's. Users can also scale Qobrix by adding new modules or introduce new configurations to adapt to shifting requirements. The ...
Epicor BisTrack is CRM / business management software for lumber and building materials (LBM) dealers and distributors.
Wakeupsales CRM is an all-in-one Customer Relationship Management tool to streamline your sales activities, improve your productivity & create powerful customer relationships. According to the vendor, Wakeupsales Cloud is a popular platform with on-boarding that takes less than a minute....
Kapture is a business automation CRM that helps you to manage sales and customer service in a single platform. With a mobile first focus, Kapture lets you manage your business on any device, anywhere. With Marketing, Sales, Operations and customer service, all in one single platform. The vendor...
Manufacturing X is a sales platform that combines the power of CRM and CPQ with production expertise and intelligent insights to transform the profitability of manufacturing businesses today. Based on the SAP Cloud Platform, it is deeply integrated into manufacturing processes and front-end sales...
Aurea CRM is a comprehensive customer relationship management solution that is designed to enable companies to drive customer engagement tools deep into their sales organization. The vendor says with end-to-end capabilities for sales and marketing, this solution provides a one-stop-shop that deli...
Womply in San Francisco combines customer data management with reputation management via gathering and responding to customer ratings and reviews, with the goal of maximizing positive customer feedback and high ratings.
Data2CRM was established in 2014 as a MagneticOne project and was acquired by Trujay Group in 2018. Since then, a new company Trujay got alive. Nowadays, both Trujay and Data2CRM services are popular all over the world: USA, Canada, the UK, France, Germany, and many other countries. The service i...
CompanyHub is a Fully Customizable CRM: CompanyHub goes beyond storing custom fields. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Com...
Versum is all-in-one, web-based hair & beauty salon software that will streamline your daily tasks, help you get more customers, and grow your business. The main features include: customer database with detailed appointment history, simple appointment book, SMS reminders and newsletters, stat...
Leadscore is an affordable CRM suite with sales & marketing automation solutions dedicated to small companies with big ambitions. Leadscore was created for small businesses. We focus on intuitive interfaces, clean layouts, and a smooth user experience. Keep things simple and pick which featur...
According to the vendor, Prospect CRM is the solution for Distributors, Wholesalers and Manufacturers who need to sell B2B products and inventory.Prospect 365 is the most integrated Cloud-based CRM and B2B Trade Portal platform for businesses with accounting solutions including Exchequer, Sage, P...
Evariant, headquartered in Connecticut, offers the Evariant Healthcare CRM (HCRM), supporting marketing teams with patient engagement, multi-channel marketing campaign execution and analytics, and related features.
Whiz Sales is a CRM software.The vendor says key capabilities include: Manage Expense Account OnlineControl Access RightsFacilitates Export & Import of DataAssign Tasks. Get Reminders.Syncs & IntegratesUsers can create, organize, review, and export expense statements by defining fields an...
SeoToaster CRM is ideal for any website-centric organization or campaign, as it ships with its own mobile friendly landing pages builder, full blown Content Management System, and web store supporting digital downloads. Track ad campaigns effectiveness, behaviors across sites, downloads, chat con...
Salestrail is an app aimed towards boosting sales productivity. In brief, the solution consists of an app, which allows salespeople to log their calls, emails and meetings automatically to Salesforce. It also keeps track of active tasks, making sure our clients never miss a beat on their sales. O...
MyMedLeads is a lead management and sales automation tool for medical practices that uses call tracking software and website integration to capture, track and convert more leads into paying patients. The vendor says that automated sales funnel workflows drive action and eliminate tedious processe...
With 10,000+ users Flectra is a fast growing open source ERP and CRM software. It aims to be an open source business app suite. The vendor says Flextra is a flexible, feature-rich, and cost-effective open source ERP system with modular design covering all essential aspects like CRM, Purchase, CMS...