Name: CRM and ERP Software
Author: JP Infoweb Solutions

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

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

eMeetingsOnline

Priority Matrix

Appfluence

ReportsNow

Crowdtap

AspenOne Supply Chain Management

Aspen Technology

FastPIPE

FastEST, Inc.

Document Locator

ColumbiaSoft

Frosmo

Frosmo Ltd

Azurepath

Azurepath, LLC.

Screenful

Screenful Oy

The CRM and ERP Software by Saleskit Software Solutions aims to provide small and medium enterprises with a user-friendly and cost-effective solution for various management needs, including data management, sales management, purchase management, and inventory management. According to the vendor, this software is suitable for professionals and industries such as sales and marketing, customer service and support, finance and accounting, manufacturing and production, and supply chain and logistics.

## Key Features

**Inquiry Management**: According to the vendor, the software allows users to track and manage customer inquiries and requests by capturing relevant information and assigning them to appropriate team members for follow-up.

**Quotation Management**: The software enables users to create and manage professional-looking quotations for potential customers, tracking their status and sending reminders for follow-up, as stated by the vendor.

**Sales Management**: The vendor claims that the software facilitates the tracking and management of the entire sales process, including the capturing and analysis of customer interactions, as well as the generation of reports and forecasts.

**Purchase Management**: The software aims to streamline the procurement process by managing purchase orders, vendor information, and supplier performance, with features such as automated purchase order generation and approvals, as claimed by the vendor.

**Inventory Management**: According to the vendor, the software allows users to track and manage inventory levels in real-time, monitor stock movements, and set up reorder points with low stock alerts.

**Material Management**: The software is designed to manage the entire lifecycle of materials, tracking consumption, wastage, and optimizing material usage to reduce costs, according to the vendor.

**Maintenance Management**: The vendor states that the software enables users to monitor and manage equipment maintenance schedules, track maintenance history, and receive alerts for equipment failures or maintenance requirements.

**Task Management**: Users can assign and track tasks for individuals or teams, set deadlines and priorities, and monitor task progress and completion, according to the vendor.

**Service Management**: The software offers features to manage customer service requests and tickets, assign them to appropriate technicians, and track their status and resolution, as stated by the vendor.

**Production Management**: According to the vendor, the software provides tools to plan, schedule, and monitor production activities, track progress and performance, and optimize production processes for efficiency and quality.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

CRM and ERP Software

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.

JP Infoweb Solutions

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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CRM and ERP Software

Overview

What is CRM and ERP Software?