Name: AcuityCRM
Price: 12 USD
Author: Addup Holdings

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Development

Academic Advising

Online Learning

Education

Business Intelligence (BI)

Collaboration

File Sharing

Risk Management

Workspace Planning

Enterprise

Accounting

Digital Banking

Invoicing

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Configuration Management Databases

Data Collaboration

Data Lakehouse

Database Load Balancing

Enterprise Architecture Management

Fraud Detection

Hyper-Converged Infrastructure

IT Asset Disposal

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

License Management

MLOps

Managed IT Service

Network Monitoring

Network Performance Monitoring

Password Management System

Release Management

Secret Managers

Secure Email Gateway

Session Border Controllers

Virtual Private Cloud (VPC)

WiFi Hotspot

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Content Management

Creative Collaboration

Demand Generation

Digital Content Creation

Email Marketing

Marketing Analytics

Marketing Automation

Online Proofing

Social Media Management

Social Media Marketing

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead-to-Account Matching and Routing

Sales Gamification

Sales

Video Surveillance

Security

Debt Collection

Equipment Rental

Laboratory Information Management

Membership Management

Real Estate

Vertical-Specific

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Efficient and User-Friendly Interface: Many users have praised AcuityCRM for its efficiency and user-friendly interface. They find it easy to navigate and perform tasks quickly, which has increased the efficiency of their sales teams. The intuitive design allows even non-CRM experts to use the software effectively.

Seamless Integration with Existing Tools: Users appreciate AcuityCRM's seamless integration with their existing tools. This feature enables a smooth transition and utilization of the software without any disruptions or compatibility issues. It allows them to leverage their current technology stack while benefiting from AcuityCRM's capabilities.

Affordable Pricing: The affordable pricing of AcuityCRM is a standout feature mentioned by several reviewers. Considering that CRM solutions are typically expensive, users find the cost of AcuityCRM to be reasonable, making it an economical choice for businesses.

Complex Design and Lack of Intuitiveness: Some users have found AcuityCRM to have a complex design that is not very intuitive, making it difficult to use and understand the workflow of the system. This has resulted in a steep learning curve for new users.

Difficult Set-up Process: Reviewers have mentioned that the set-up process of AcuityCRM can be a significant barrier to use. It requires a lot of manual labor from the admin team, which can be time-consuming and inefficient.

Lack of Customizability and Missing Features: AcuityCRM lacks customizability options and does not offer features like invoicing or bulk editing appointments. This limitation leads to manual work and inefficiency for businesses with clients booking multiple appointments. Additionally, some reviewers have expressed frustration over the software's limited analytics capabilities and integration options with other solutions like Google apps.

Users of AcuityCRM have found the software to be highly effective in managing customer tickets and issues, resulting in increased productivity and improved customer satisfaction. The ticket management feature allows businesses to efficiently track and resolve customer inquiries, ensuring timely responses and resolutions. This has proven to be invaluable in improving customer relationships and retention.

Another key use case of AcuityCRM is its ability to manage clientele and daily sales records. By providing features such as invoicing and digital invoicing, the software helps businesses streamline their sales processes and accelerate growth. Users have reported that the system has successfully resolved invoicing problems, allowing for smoother financial transactions and reducing payment delays.

The scheduling feature offered by AcuityCRM is widely regarded by users as a valuable tool for managing appointments and meetings. While it may not be as suitable for running a tutoring center or extensive project management, it is highly effective for businesses that rely heavily on appointment-based services. Users appreciate the ease of creating schedules, assigning staff members, and sending notifications, which ultimately leads to better organization and time management.

Smaller businesses have found AcuityCRM to be a cost-effective solution that offers professional features at an attractive price point. The affordability combined with the system's user-friendly interface has made it a popular choice among small businesses looking to enhance their customer relationship management capabilities without breaking their budget.

In addition to helping manage day-to-day operations, AcuityCRM has also received praise for its ability to create comprehensive customer lists for future marketing efforts. Users have reported having a tremendous experience with the software, with their clients loving it as well. This feature has proven invaluable in driving targeted marketing campaigns and nurturing long-term customer relationships.

Furthermore, users have noted that AcuityCRM stands out in the market as a superior option compared to other alternatives available. Its robust functionality, ease of use, and excellent customer service contribute to its positive reputation among customers.

Sales executives specifically have expressed their love for AcuityCRM, highlighting its effectiveness in their daily operations. The software provides them with the tools they need to manage and track sales leads, monitor customer interactions, and ultimately close deals more efficiently.

Overall, AcuityCRM has proven to be a valuable asset for businesses across various industries. Its ticket management capabilities, invoicing features, scheduling functionality, affordability, and ease of use have made it an essential tool for enhancing customer relationships, improving productivity, and driving business growth.

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Basic - Paid Annually

Professional - Paid Annually

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Starter - Paid Annually

Copper

AcuityCRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Addup Holdings

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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