Junxure is customer relationship management (CRM) software owned and supported by AdvisorEngine since the January 2018 acquisition.
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 (76-100 of 236)
Tabillo is a customizable, web-based CRM - Customer Relationship Management platform. Tabillo is a collaborative enterprise level application that is designed to help users centralize their knowledge and business activities across CRM, projects, files etc., for better productivity. According to t...
AllProWebTools aims to offer a single platform for managing and growing a small business. Capabilities range from employee management and website SEO all the way to marketing and marketing analytics. Specific features include: customer tracking, order process tracking, newsletters, drip campa...
Contactability is a multi-channel marketing platform which automates the lead conversion process.
Square Customer Engagement is CRM software with messaging, email marketing, customer feedback, and loyalty management, from Square headquartered in San Francisco, California.
Talisma Social CRM is a customer relationship management (CRM) software with features such as customer retention, targeted marketing campaigns, and social media monitoring and listening.
Soffront offers Soffront CRM Software for Sales, Marketing and Service, which the vendor says is a comprehensive, yet user-friendly platform. All submitted, assigned and resolved cases are tracked within a customizable dashboard. Customer support ticket submissions are automatically routed to the...
JDA Direct Commerce Suite is a multi-channel eCommerce platform built around customer engagement.
WinMan ERP Software is an all-in-one solution aimed specifically at the manufacturing, distribution and retail sectors. Based on lean methodology, it is designed to help organisations achieve optimal business processes by supporting all aspects of Manufacturing, Distribution, CRM, Financials and ...
LexisNexis InterAction is a fully-featuerd customer relationship management (CRM) software.
Salesmate is a sales CRM that is designed to help sales reps be more productive, increase their sales and engage deeply with their customers. The vendor’s value proposition is that Salesmate makes it easier for businesses to manage their pipeline, save time at all stages of the sales cycle and wi...
TargetX is a CRM for higher education institutions. It's built on the Salesforce.com development platform, tailored for student recruitment and retention. It also includes instant messaging (UChat) and the ability to build communities for particular classes/groups of students (Schools App).
Teamleader is a user-friendly and feature-rich platform which combines CRM, invoicing, and project management into one simple tool. The all-in-one tool aims to help small and medium-sized enterprises organize their sales processes & workflows, communicate effectively & build better relati...
zigihub is an Integrated Marketing Automation and CRM Platform. According to the vendor, the product uses machine learning to suggest the next best action.
Hiver helps you manage customer support and sales right from your Gmail. With Hiver, teams can collaborate on Shared email accounts like support@ or sales@ without having to leave their Gmail accounts. Hiver works like a full-fledged help desk, built right into Gmail. It gives you everything you ...
SmartCloud Connect is an enterprise-class solution that brings Salesforce right to your Inbox and Calendar; it is highly customizable and allows you to synchronize emails, meetings and tasks between your CRM and Office 365, Outlook, Gmail. Using its contextual sidebar you can see and edit everyth...
YetiForce is open source CRM software. It is a multichannel system that can be easily tailored to any needs of a company. It is equipped with over 100 user modules and 100 admin tools, however, it can also be integrated with third-party libraries to become an even more powerful solution, accordin...
The Lasso CRM is a cloud-based option for property sales, that provides lead management and sales process automation, email campaign management, and other features. Lasso CRM is now an ECi Software Solutions company since the late 2018 acquisition.
Salesflare headquartered in Antwerp offers their small business intelligent CRM, providing automated event tracking and related features designed to aid the operations of SMBs.
Avidian is a complete customer relationship management (CRM) built into Microsoft Outlook.
Zyprr is a customizable mid-market business process platform that is SaaS based and fully integrates all customer touch-points, thus giving users a 360 degree view of their customers. The vendor says that by using Zyprr businesses can manage the entire lifecycle of their customers including marke...
You Don't Need a CRM! Iis, ironically, a customer relationship management (CRM) software. It is focused on lead management, and it is built primarily for small businesses.