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CaptainBiz alternatives

Freemium 50 alternatives

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CaptainBiz is a cross-platform solution that enables you to log purchases, inventory, and sales in a single place. Besides being available on the web, you can also access it on mobile platforms like Android and iOS. The solution offers precise information to your CA for profitable returns on GST. The function of the app is to save all business transactions such as payments, purchases, collections, and sales. You can get a full overview of the business and efficiently handle time and concentration on the profits and growth.

One of the best features is that it automatically updates the inventory and offers an option to modify stocks in surplus or deficits scenarios. The solution gives real-time visibility of bank accounts, cash balances, and cash equivalents. You can scan product barcodes for instant and precise inventory management. Handle several companies with different businesses in just one account. Each and every GSTR report is updated automatically, and the transactions are recorded as well. Other key features include Multi-user accounts, Bank reconciliation, Cash and Bank Tracking, Dashboard and Reports, Export reports for Tally, and Customer/Supplier Overview.

Ranked alternatives

1
QuotaPathFreemium
QuotaPath is a feature-rich platform that provides you with the tools to handle sales performance and compensation. You can easily handle compensation plans, define goals, monitor performance, trigger commission reports and check payouts in a single place. Inspire teams and increase their confidence level by giving them a solution that has everything they need.
It is perfect for Revenue Operations, Sales Reps, Accounting and Finance, and Sales Leaders. The Sales Reps teams get maximum visibility into commissions and enhance morale, performance, and trust. The Revenue Operations team can integrate the platform with their existing tools and can rest easy knowing the data is consistent and accurate. Sales Leaders can leverage performance insights and use the provided tools to instruct and teach new skills to their teams. You can create compensation plans to accelerate performance. Build plans consisting of spiffs, monthly quotas, quarterly bonuses, and more. You can develop payout schedules and remain compliant with ASC 606.
QuotaPath alternatives
2
TeamgatePaid
Teamgate is a highly useful smart sales CRM that offers you many features and functionalities to become successful in a short time. It includes several essential modules like Team Goals and Activities, Data-Driven Insights, Intelligent Lead Scoring, and Ongoing sales processes. The platform has an integrated sales inbox that enables you to send and receive emails from the CRM account and read them in a single place.
It can be integrated with any email service that you like without hassle. This helps save time by not needing to move between tools while conversing with clients. It also saves a considerable amount of time for you, making it easy to focus on other important matters. Another module of the platform is the SMART DIALER, which allows you to make calls with great ease. It removes the need to interact with external programs or VoIP phones. Maximize the call-making throughput with this amazing feature. This component delivers a fantastic experience for the whole user base and assists them in saving time. Other key features of Teamgate include the Dashboard, Sales Pipeline, Analytics and Reports, and Leads and Mailchimp.
Teamgate alternatives
3
Sales CreatioPaid
Sales from Creatio is a full-fledged sales management platform designed from the ground up to assist everyone in maximizing sales processes of any type of complexity. You can handle the entire sales cycle with an efficient SFA. The companies can get a helicopter view of the customer profile and personalize engagement to ensure relationships remain on track. Examine the customer database to find clients that are the most important for the success of the company.
The platform equips you with tools to handle the entire sales cycle ranging from generation and nurturing leads to the successful completion of deals. You can use the given scoring tools to keep track of the best leads and great avenues. Use the in-built best-practice sales processes for the automation of B2C or B2B long and short sales cycles.
It is also possible to build custom methods via efficient low-code tools. Leverage intelligent goal-setting, analytics, and forecasting functions to gain insights on up-to-date sales metrics, encompassing general company-wide indicators to individual, territory, and team metrics. Other great features include Sales Activity Management, Sales Performance and Operation, Orders and Invoices, Channel Sales, Field Sales, Opportunity Management, Lead Management, and Customer 360-degree profile.
Sales Creatio alternatives
4
VtenextPaid
Vtenext is a platform that allows you to tackle CRM processes and customers with great ease. You can eliminate internal barriers and digitize each and every CRM process. The platform is highly powerful and provides you with many features like Dashboards, Reports, Analytics, and leads. It is the sole CRM system that enables you to take care of all the Sales, marketing, and After-Sales tasks in one place.
The solution gives you the ability to automate and move all the company processes into a digital space. This leads to the preservation of time and effort along with boosts in the productivity of the teams. You can manage different CRM processes ranging from leads to cross-selling, customer assistance, upselling activities, and touching on offers.
Vtenext alternatives
5
TaimerPaid
Taimer is a PSA solution designed for service companies to reduce the hassle in their work, get paid quickly, and sell more. You can use it to concentrate on selling, accomplishing key business objectives, meeting deadlines, and earning more. The platform allows you to assess and take care of the whole client lifecycle. The unique features include reports, sales, finances, resources, time tracking, and more.
The companies that use Taimer have saved a lot of time and also have been able to boost productivity. They also get a comprehensive view of the different functions, profitability, and finances of the business. There are several reasons for choosing Taimer and among them is the Sales CRM that allows you to deal with quotes, pipelines, clients, and follow up on sales activities without hassle. You can handle accounts, tasks, resources, and hours to fulfill projects with higher efficiency. Everyone can manage expenses, invoices, and bills in a single place on their favorite device and receive payments faster.
Taimer alternatives
6
GamifierPaid
Gamifier offers Sales Gamification to help you maximize the performance of the team. It aims to make it easy for everyone to boost their CRM engagement in less than 20 days. The solution provides you with methods to keep the team productive and engaged on the task at hand. The pipeline is an important aspect, and keeping it up to date takes a lot of time that could be spent elsewhere.
You can save time by switching to Gamifier and letting it perform all the heavy work. The sales teams can keep their salespeople with them by eliminating negative culture from the workplace. This ensures that loyal members won’t leave the team due to frustration.
The platform gives you the opportunity to gamify hundreds of key metrics to help the team maximize their ranking on the leader board while accomplishing major goals like fostering collaboration, keeping the pipeline up to date, enhancing the quality of the deal, and maintaining a habit of utilizing the CRM. After the gamification of the sales processes, the team will level up their bar by themselves. The solution comes with an insight generator that will provide you with information on the Dependability, Speed, and Quality of the team.
Gamifier alternatives
7
LevelElevenPaid
LevelEleven is a prominent solution that enables you to raise the factors important for sales and customer retention by making use of tools like data-driven coaching, personalized scorecards, and real-time TV broadcasts. You can promote healthy competition between team members. This can be accomplished with Sales contests that boost the morale of sales teams via gamification that recognizes hard work.
You can boost productivity and strengthen the team to ensure lasting results. The company can keep its team focused on the required behaviors that impact business results, revenue, and customer experience with performance scorecards. You can instantly get information if they are not working as they should through real-time KPI monitoring. The platform energizes leaders and reps to introduce correction quickly to get the team back on target.
Leaders can build a front-line sales squad quicker via actionable feedback offered from time to time in an easy-to-use team. Maximize the sales coaching with configurable templates to harness the potential of the team. The solution includes a Manager Scorecard that assists managers that are responsible for the sales reps by providing you with a comprehensive report of the team’s performance in real-time. Other key features include Advanced formula metrics, Conversion insights, Milestones, Badges, Coaching templates, and Coaching Notes.
LevelEleven alternatives
8
SpinifyPaid
Spinify is a robust Sales Dashboard that enables you to enhance and encourage your team. You can gamify the performance on the team and foster a winning culture for the accomplishment of each goal. You can also reach the next level with friendly competition. This process involves the creation of a game to maximize the performance of the team when gamified competitions are inserted into the mix. Keep an eye on the metrics that are important to the mission and collaborate on any device from anywhere and anytime.
Highlight the achievements of the employment and make them feel welcome by rewarding them with personalized videos, badges, and more. The best feature about the platform is that it can be integrated with many tools and services like JobAdder, SQL, Slack, Pipedrive, HubSpot, MS Excel, MS Dynamics, Google Sheets, MS Teams, and Salesforce. Transform the work into something that is rewarding and engaging for all team members via goal gamification. Eliminate the use of spreadsheets and build friendly competition for the employees. Optimize the morale by highlighting each and every achievement. Enhance productivity and monitor metrics that are important in real-time.
Spinify alternatives
9
DejaOfficeFree
DejaOffice is a simple yet robust customer manager that is compatible with PC, Android, and iPhone, giving you the ability to use it on any device with the exact same features. It provides the same database for iPhone, PC, and Android. You can easily sync the data to GoldMine and Act!. It can be sued with Outlook or used as an alternative to Outlook.
You can store notes, Contacts, and Calendar Tasks, monitor history, expenditures, deals, color categories, and more in a single place. Other great features include Widgets and Pinned Windows, Alarms, Rollover, Reminders, Restore Backup, Automatic Backup, and Send Backup. The solution is helpful for automating the busy schedule.
Everyone can use it on their phone and PC to monitor their day. The Calendar and Contacts are kept secure and local. The top feature is that it can be used even when the phone or PC is disconnected. The changes are synced as soon as the connection is restored to the device. One of its characteristics is the templates that can be defined to automate frequent appointments. Also, it is capable of syncing the correct time, thanks to the Smart time Zones.
DejaOffice alternatives
10
iCRMPaid
iCRM is an intelligent and robust Customer Relationship Management solution that makes it easy for you to maximize the CX and Sale by a significant margin. You can use it to manage past, future, and present customers. The platform makes it easy for retailers and businesses to adopt a customer-centric approach and find more about the wishes and demands of the customers. Retail is an industry that moves at a fast speed, and it is here where trends come to being, profits maximize. Customers are on the lookout for a solution that will help them get access to all the benefits at less the price.
This is where iCRM comes in and gives customers what they want. It includes essential features like advanced iCRM and Analytic, New doorways, Custom Integration, and the Unification of Back-End and Front-End Systems. Retail businesses can leverage the iCRM algorithms to initiate targeted, segmented marketing campaigns depending on the needs of customers, such as purchasing habits, region, gender, and preferences. This leads to the improvement of customer retention and loyalty. You can comprehend the behavior of customers, boost conversion opportunities, and run targeted segmented marketing campaigns.
iCRM alternatives
11
Dquip’s CRMPaid
Dquip’s CRM is a powerful and feature-rich lead management solution that assists you in different activities like sales closure, prospecting, lead acquisition, routing/assignment, verification, and qualification. You can ensure high success in sales closure by using the KPI indicators that show whether the team is on the right track. Eliminate failure of defining sales targets and keep an eye on the sales performance, servicing, tracking, and managing leads.
Use the Sales Forecasting module to predict future outcomes early on to see if a lead is worth pursuing or not. There are many other features provided by the software, such as Purchase Orders, CRM integration, Sales Orders, Ratings and Reviews, Custom Fields, Email Integration, Receiving, Lead scoring, and Real-Time Comparisons.
Dquip’s CRM alternatives
12
Medico eDSSPaid
Medico eDSS can be deployed by companies throughout the enterprise for access by frontline salespeople, brand managers, finance and accounts, CEO, Zonal Managers, SBU Heads, and Sales directors. It is capable of supporting from 5000 to 1000 users with great ease and without breaking. The solution features a Sales Forecasting module that enables you to predict the outcome of a lead in the future and determine whether it should be pursued based on the outcome.
You can keep a constant eye on the performance of the team to see if they are on the right track and introduce changes if improvement is required. Other key features include Sales Order Management, Inventory Management, Billing Management, Procurement Management, Demand Planning, Returns Management, and Order-to-Cash.
Medico eDSS alternatives
13
ZEKI CRMPaid
ZEKI CRM is a full-fledged and multi-features solution that enables businesses to fulfill all their needs in a single place. The CRM is Cloud-based and is designed as a Sales and Support tool to monitor the entire sales life cycle and assist you in interacting with customers and serving them in a better way. You can use the Contact management module to keep an eye on the ensure information and communication events are connected to contacts from a single place.
The Lead management module makes it easy to monitor and handle prospective customers and create a new potential clientele. The manager can assign leads status and concentrate on the best prospects. Use the Opportunity Management component to get insights on the sales pipeline and gain a full overview of the alignment of opportunities.
Run an analysis of the campaign data and determine the outcome based on the metrics. You can find the efficiency of the campaign by comparing the Sales VS Cost data and getting a good understanding of the activity. The solution offers a Calendar Management tool that provides a complete overview of the Task and Activities to offer you the data on future Calls, To-do items, and meetings in the everyday calendar.
ZEKI CRM alternatives
14
Trail Pharma CRMPaid
Trail Pharma CRM is a state-of-the-art solution that uses the latest technology to help you revolutionize the workplace and become cognitive. It helps raise the bar for Pharma companies. It includes a Field Trail module that offers intelligent call planning and scheduling to enhance the sales rep’s productivity and effectiveness. You can increase sales with better customer insights and unrivaled sales automation not offered by similar platforms.
Interact with a loving profile on stockists, doctors, and chemists in one place and save a lot of time and effort in the process. Lastly, the platform also offers an Android Mobile app to help everyone interact with their work-related activities from anywhere and anytime.
Trail Pharma CRM alternatives
15
CREST ERPPaid
CREST ERP is an inexpensive and easy-to-use ERP for Manufacturing companies. It features many modules that have been designed to adapt to the growth and needs of the business. It will include extra business processes and functionalities as the business continues to scale. You can use the Inventory Management component to monitor real-time inventory visibility and enhance operational effectiveness.
You can also standardize technical and non-technical assets with great. The component also simplifies warehouse optimization and offers full control on stock movement like transfers, receipts, and issues for the quick monitoring of assets as they migrate across locations. There is also a Sales Management module that puts an end to problems like duplications and boosts efficiency. It also assists you in shortening the order to cash cycle, handling the whole sales process, and efficient and precise margin and pricing maintenance. Other parts of the system include Accounts Payable, Accounts Receivable, HR Management, Project Management, Fixed Assets, and Production Management. CREST ERP trumps in various aspects like Cost Savings, Scalability, Forecast and Tracking, Collaboration, Productivity, and Security and Regulatory Compliance.
CREST ERP alternatives
16
CiviCRMPaid
CiviCRM is a web-based software that offers constituent relationship management and is curated to meet the needs of many fields and industries. It helps organizations manage and track relationships with donors, members, volunteers, and other constituents. This is an open-source application which means it’s free to use and can be customized to fit the specific needs of your organization. The platfrom offers a wide range of features, including Contact Management, Donation tracking, Event management, Grant management, Online surveys, Membership management, Email marketing, and much more.
CiviCRM allows you to define the steps in that process; an intake form, a phone call, a face-to-face meeting, and assign those tasks to the appropriate staff. Moreover, it has over 40 standard reports to help your organization evaluate its impact. Additionally, users can easily configure and save versions of these reports. All in all, CiviCRM is a great solution that you can consider among its alternatives.
CiviCRM alternatives
17
MoskitPaid
Moskit is a customer relationship management solution that helps you connect your organization with your customer. You can easily keep track of your customer’s contact information, purchase history, and preferences. Additionally, it offers powerful features for managing your team’s workflow, including task management, contact management, customer history, activity tracking, lead management, communication, and collaboration tools. Moskit is the perfect solution for businesses that want to streamline their customer service operations and improve communication with their customers.
Plus, it’s easy to use and can be accessed from any device. This makes it easy to keep track of customer data, preferences, and interactions. You can also use this tool to create targeted marketing campaigns and track their success. Moreover, you can empower the employee to better handle sales that can generate new leads to great returns for the company. All this can be done with this all-in-one Moskit CRM platform.
Moskit alternatives
18
WORKetcPaid
WORKetc is a business management solution that helps your company grow with the productivity features like project management, CRM, billing, customer portal, help desk, and more. You can manage customer relationships, projects, and finances all in one place and focus on what’s important. Plus, the help desk and customer portal features allow businesses to provide top-notch customer service. Manage your projects and tasks, assign team members, track deadlines, and generate reports.
Automate your billing and invoicing processes and get paid faster. Allow your customers to manage their own accounts and view their order history and invoices. WORKetc is also highly customizable, so it can be tailored to meet the specific needs of each business. Get detailed reports on your sales activity, so you can optimize your sales process. And because it’s web-based, it can be accessed from anywhere. If you’re looking for a comprehensive business management platform that can handle everything from CRM to billing, then WORKetc is the solution for you.
WORKetc alternatives
19
Less Annoying CRMPaid
Less Annoying CRM is the customer relationship management software that is built for small businesses in order to manage leads, contacts, notes, to-dos, calendars, and more all in one place. Plus, this CRM is always up-to-date, so you never have to worry about missing a sale or opportunity. Managing your business can be overwhelming, but with Less Annoying CRM, it doesn’t have to be. Individuals can also use this tool in their startup and start running in minutes.
From one curated dashboard, you can handle tasks, files, notes, events, and all pipeline information related to the contacts. Moreover, the search feature lets you find the people you want in a few seconds. With Less Annoying CRM, your calendar and tasks are built directly into the CRM so that everything is in one place. You can even set up sharing with other users at your company so that everyone can stay on the same page, and you can sync with Google Calendar for easy access from your phone.
Less Annoying CRM alternatives
20
PipelinerPaid
Pipeliner is a CRM software that enables business owners to manage their customer relationships more effectively. With this, you can track customer interactions, sales opportunities, and more. The software also offers a variety of features that can help you improve your sales process, including lead management, contact management, lead tracking, sales pipeline management, and more. It helps businesses connect with customers and prospects to drive sales growth. Pipeliner is easy to use and helps sales reps close more deals in less time. Businesses can build powerful relationships and drive sales growth. The tool is also customizable, so users can tailor the software to fit their specific needs.
You can add and remove fields as you please and also rename them to fit your specific needs. Assign sales territories to your reps, and see how your sales team is performing at a glance. Keep track of your sales opportunities and their progress, so you can make the most of your sales pipeline. Last but not least, send targeted email campaigns to your customers and leads and see the results in real-time.
Pipeliner alternatives
21
Odoo CRMFreemium
Odoo CRM is a suite of apps like CRM, eCommerce, accounting, inventory, point of sale, project management, etc., that helps you run your business. You can manage your customer relationships, sales, finances, and operations in one place. It provides features like customer management, lead management, opportunity management, quote management, and order management. Odoo CRM comes with a built-in eCommerce module that helps businesses to create and manage their online store effectively.
The accounting module helps businesses to manage their finances effectively. It provides features like invoicing, billing, and expense management. Moreover, the inventory module allows you to manage stock levels effectively. It provides features like stock management, location management, and supplier management. Other notable features include project planning, Gantt charts, resource management, and time tracking. All these features make it ideal for every business management. All in all, Odoo CRM is a great tool that you can consider among its alternatives.
Odoo CRM alternatives
22
ForceManagerPaid
ForceManager is a CRM solution for businesses that enables companies to manage customer relationships more effectively, improving sales and marketing productivity. The software makes it easy to track customer interactions and sales opportunities and helps businesses to better understand customer needs and preferences. This allows you to provide a better customer experience and increase sales. It is available as a cloud-based and is suitable for businesses of all sizes.
Some of the key features include a Customizable and flexible system that can be adapted to meet the specific needs of your business, a Powerful contact management system that enables you to keep track of all your customers and leads, an Integrated email marketing system that lets you easily create and send email marketing campaigns, Robust reporting, and analytics system that provides you with insights into how your business is performing, etc. If you’re looking for a CRM solution that offers a wealth of features and flexibility, then ForceManager is definitely worth considering.
ForceManager alternatives
23
PipelineDealsPaid
PipelineDeals is the customer relationship management software that helps sales reps manage their customers and prospects, track their sales pipeline, and close more deals. It’s simple enough for a sales rep to use but powerful enough to manage a large sales team. It helps them keep their customer and prospect information organized and at their fingertips. And because PipelineDeals integrates with popular email and CRM systems, sales reps can easily keep all their customer data in one place.
It has a tailored dashboard that makes it easier to schedule and track tasks. The report module provides instant access to the information you need along with the contact management system that makes it easy to keep track of your customers and suppliers. Businesses can keep all their customer data in one place, track customer interactions over time, and forecast future sales. The software also offers a variety of integrations with other business software, such as Salesforce and Zendesk.
PipelineDeals alternatives
24
TeamWoxPaid
TeamWox is a top-of-the-line enterprise management system that covers the full range of corporate activities. It provides users with a single interface to manage all their business processes, from Human Resources and Finances to Manufacturing and Marketing. Businesses can optimize their workflows, increase staff productivity, and improve decision-making. The software is very secure, reliable, integrates well with other applications, and is a perfect fit for any business size.
Some of the features include Document management that helps you store your documents securely in the cloud and access them from any device, and Employee management module to manage your employee roster, clock in and out times, and track employee performance, and the Customer management tool that keeps track of your customers’ contact information, purchase history, and more. Easily create and manage tasks quickly and easily, ensuring that important tasks don’t get overlooked. All in all, TeamWox is a great choice for businesses of all sizes who want to improve their productivity and efficiency
TeamWox alternatives
25
BiznessmakerPaid
Biznessmaker is an eCommerce and CRM platform that enables business owners to manage their sales and operations more effectively. The platform provides a variety of features, including contact management, order management, product management, and shipping management. It also offers a wide range of integrations with other applications, such as accounting software, shipping carriers, and social media platforms. With Biznessmaker, you can handle every aspect of eCommerce, i.e., create a professional website, process payments, manage customer data, and more. Send email marketing campaigns, create custom landing pages, and track website visitor activity.
View detailed sales and product reports, track website visitor activity, and analyze campaign results. The software is ideal for businesses of all sizes. It is a cloud-based platform that requires no software installation and is accessible from any computer or mobile device. Whether you’re just starting out or you’re a well-established business, Biznessmaker has the tools you need to take your business to the next level.
Biznessmaker alternatives
26
Corteza CRMPaid
Corteza CRM is an open-source flexible, affordable, and easy-to-use CRM software that helps businesses manage customer interactions and track customer data. Businesses can create custom workflows to automate their customer management processes, track customer interactions and history, and more. It is perfect for small businesses that need a powerful CRM system but don’t want to break the bank. The platform is easy to use and can be customized to fit the specific needs of your business.
It also offers modules for email marketing, event management, and survey management. Easily manage your customers’ contact information, purchase history, and other important data, Automate your sales processes, schedule sales tasks, and track sales performance. Automate your marketing processes, send targeted email campaigns and track the results, and Manage customer support tickets and track customer satisfaction. All in all, Corteza CRM is a great tool that you can consider among its alternatives.
Corteza CRM alternatives
27
Crust CRMPaid
Crust CRM is a secure open-source Customer Relationship Management platform that helps businesses manage customer interactions and sales processes more effectively. It offers a wide range of features, such as customer profiles, contact management, lead management, opportunity management, project management, task management, and more. Crust CRM also offers a host of customization options, so businesses can configure it to meet their specific needs. And because it’s open-source, businesses can rest assured that their data is secure and that they will have full control over their CRM system.
What makes Crust CRM different from other solutions is its flexibility. It can be customized to meet the specific needs of any business, large or small. And its security is top-notch, ensuring that customer data is always safe and protected. If you’re looking for a powerful and flexible CRM solution that can grow with your business, Crust CRM is definitely worth checking out.
Crust CRM alternatives
28
EspoCRMPaid
EspoCRM is an open-source CRM software that you can use to manage your customer relationships. It offers a variety of features, such as customer management, contact management, lead management, opportunity management, and project management. It also integrates with a variety of other applications, such as Salesforce and Zendesk. It’s also scalable, so you can grow with it as your company expands. It can also easily handle large volumes of data and transactions. And it’s secure, so you can be confident your customer data is safe.
With this software, you can keep track of your customers’ contact information, purchase history, and other interactions, Automate your sales processes and follow up with customers automatically, Send targeted email campaigns and track their results, and get insights into your business performance and track how your customers are interacting with your company. EspoCRM can be easily customized to meet the specific needs of your business.
EspoCRM alternatives
29
Zendesk SellPaid
Zendesk Sell is a sales force automation and CRM tool that helps businesses manage their sales pipeline, customer interactions, and sales operations. It’s designed with the modern sales team in mind and offers a wealth of features to help you close more deals faster. The tool integrates with all the major email and calendar platforms, so you can easily keep track of your contacts and schedule appointments. It also offers powerful lead management and tracking tools, so you can quickly identify your hottest leads.
And with Zendesk Sell’s built-in reporting features, you can track your sales progress and performance at a glance. Plus, the intuitive interface makes it easy for your team to get up and running quickly. With Zendesk Sell, you can easily track your sales pipeline stages and progress so you can focus on the deals that are most important to you. Keep all your customer information in one place so you can easily find and track interactions with them.
Zendesk Sell alternatives
30
Daylite CRMPaid
Daylite is a CRM software for small businesses that helps you to organize all your notes, emails, sales opportunities, calendars, tasks, and contacts in a single platform. On top of that, you can like people to track relationships, emails to projects notes to calls, and all the other similar activities.
It makes it easy to find anything that saves you a lot of time. Daylite is a reliable and robust solution that comes with all the primary tools and services that help you to manage all business tasks without any limitations. You can keep all customer info in a centralized place, such as your call, notes, sales, meetings, and project-related them.
Likewise, you can store all projects in a single place, including people involved, tasks, and correspondence. With this solution, you can access your info anywhere with your mobile device, plus you can have offline access and when an internet connection is restored.
The application is automatically synced and update your device’s information in the system. Project management, task management, teamwork, mobility, linking, smart lists, reporting, and calendar management also features of the solution.
Daylite CRM alternatives
31
Planning CenterPaid
Planning Center is web-based donor management or church management system that helps them manage operations more efficiently and work particularly well for growing churches. The software equips churches with the powerful tools they need to face the challenges of the new era and offers powerful task-focused solutions. The application includes check-in, giving, people, registration, resources, and services that make the experience more exciting and enjoyable.
Just like the other similar donor management system, it is also available to use on iOS devices that you can access anytime, anywhere around the world. As compared to all the other similar applications, it is a more robust and features rich platform. It offers complete solutions quickly and accurately counts checks and cash to make people give through online giving.
The application’s unified system provides new insights through the intuitive dashboard while making it easier to track all the donations. Planning Center also introduce group management tools to make group listing and signup simple, help track attendance, and keep members notified of important announcements. The system also has a set of core features that make it better than others.
Planning Center alternatives
32
NetSuite for NonprofitsPaid
NetSuite for Nonprofits is a cloud-based donor management system for your nonprofit or social organization. It is simple and easy to use software that allows you to manage all the tasks and activities in a single system. The solution brings together modern business software with powerful financial management capabilities designed to address the particular needs of non-profits, including grant and fund accounting.
NetSuite for Nonprofits integrated solution allows non-profits to improve efficiency, reduce operating costs, accountability, and get a comprehensive view of organizational performance. Just like the other similar platforms also offers lots of advanced and new tools that manage their complete donor management system.
NetSuite for Nonprofits has a powerful dashboard where you can get it all the features without any limitations. Global cloud, fund accounting, analytics, reports, speed management, and automated FASB reporting are the most prominent features of the platform. The software also has various SMB and enterprise plans; each plan has its own cost and core benefits.
NetSuite for Nonprofits alternatives
33
iMIS Fundraising SoftwarePaid
iMIS Fundraising Software is an Engagement Management System that offers lots of features and capabilities to help your non-profit organization to engage more donors anytime, anywhere on a device. The software provides a massive collection of advanced tools that help you to plan and implement fundraisers by improving commutation lines with donors.
iMIS Fundraising Software specially designed to help you to turn your best donors into your most efficient and productive fundraising advocates. With the help of this platform, you can also be able to create, organize, and manage events based on the needs and preferences of your participants to provide the best experience.
Also, the software helps you to evaluate your campaigns and events with different tracking tools that let you send automated emails, gift acknowledgments, and donor receipts, etc. The most addictive thing about this EMS is that it allows you to create and manage personal or team-based fundraising web-pages that support various currencies and languages. iMIS Fundraising Software also has a set of core features that attract more audiences around the world.
iMIS Fundraising Software alternatives
34
CaseWorthyPaid
CaseWorthy is a leading donor management software that allows health and human service organizations to create stronger and healthier communities, families, and individuals. The software understands all the challenges that are faced by HHS organizations. That ‘way it provides all the latest technologies, expertise and support to allows the agencies to overcome those challenges and make a healthy impact in their community.
It is also known as commercial client management and case management software that manages a variety of tasks without any limitation. Also, CaseWorth focuses on human and social service organizations and introduce lots of customizable tools that help agencies and organizations to serve vulnerable populations.
Because of a customizable platform, it allows you to change forms, workflow, and all the other things that fit your specific needs. Integration, end-user training, data conversation, data analytics, reports, custom reports, and web portal are also features of the platform.
CaseWorthy alternatives
35
SchoolAuctionPaid
SchoolAuction is an online web-based donor management software, designed to cover a variety of fundraising needs. It is best for small to medium-sized schools, charitable organizations, and all the other non-profits platforms. Compared to the others, it offers lots of services that can turn any fundraising activity into success.
The solution is entirely compatible with Windows, Mac, and Chrome and makes it easy for you to bookmark your event website, login donations, and more. SchoolAuction.com is one of the best alternatives to SignUpGenius and offers all the similar services with some new and advanced features.
One of the most addictive things about this donor management is that it introduces an enhanced inventory system that allows you to organize and manage all the items on your list. SchoolAuction also includes core features such as web-based solution, check-in and check-out, online registration, donation database, and much more. It has different SMB and enterprise plans; each plan has its own cost and core features.
SchoolAuction alternatives
36
GiveffectPaid
Giveffect is another end-to-end solution provider for all sizes of non-profit organizations. It is a simple and easy-to-use software that has thousands of users around the world. The software integrates with four different systems with one software such as Events, Fundraising and Friends Asking Friends System, Online Giving and Offline Gift Tracking System, Volunteer Scheduling and Management System, and Full Relationship Management Database.
The primary purpose of this solution is that it ensures the website adds automatically to the organization’s database. The great thing about this donor management solution is that it allows you the chance to interact with all the visitors on your websites and also keep track of all the activities and can tell the total amount of donation received.
Giveffect enables all the non-profits to access the donor information so that the next time they have a fundraiser or a Gala, they can invite their support. With the help of this solution, you can also update the donors on how the donations raised their cause. Like the other software providers, it also has a set of core features that attract more audiences around the world.
Giveffect alternatives
37
DoJiggyPaid
DoJiggy is one of the best nonprofit fundraising software specially designed for charities, schools, and community organizations. It is a flexible, affordable, and reliable software that helps users raise money for any cause or goal they have, streamline the administrative work, and enhance their relationship with donors. The software offers different subscription packages where each package has its core features and functionalities. One of the best features is the capability to launch online peer-to-peer fundraising campaigns through the aid of customizable personal fundraising pages.
DoJiggy also allows users to launch donation campaigns online where they will be able to process recurring donations from their constitutions quickly. The solution enables you to download all the financial and donor reports to manage all the online donations. With the help of this platform user, you can also be able to create and manage events and send them to others. DoJiggy includes prominent features such as website templates, managing tickets, and sales, leading team paring, display top teams, share links and gift management, etc.
DoJiggy alternatives
38
DonorSnapPaid
DonorSnap is another solution to track donors, contacts, volunteers, event registrations and more in one place. It is accessible on the budget and aims to reduce all the unnecessary costs such as sending email statements instead of delivering by post. One of the most exciting thing about this platform is that it has a Mass Entry tool that speeds up the data entry process, while DataMiner helps find hyper-targeted contact groups.
It has no hidden or extra costs, and all the non-profit get the full feature set at the monthly subscription price. Just like the other similar platforms, it can also be integrated with other popular software, including QuickBooks and ConstantContact.
DonorSnap is also available to use on mobile platforms that allow users to access records from anywhere in the world. There is also a powerful dashboard customized as with applications to better streamline donor management task.
In order to make it better than others, the platform comes with powerful web-development tools that enable to easily author and edit web forms without any limitations. The software includes core features such as online forms, mail merge letters, reporting, analytics, data conversation and quick search etc. With simple, fast and easy to understand interface.
DonorSnap alternatives
39
SumacPaid
Sumac is a donor management software specially designed to facilitate nonprofit organizations in dealing with their day-to-day operations. The software use all the latest technology that makes it easier for organizations to automate their workflow and customize their management capabilities. It also offers lots of features that can help nonprofit organizations deal with different operations effectively, such as fundraising, event management, donor management, member management, and ticketing management.
The platform also collects all essential functionality that enables companies to form a centralized database and excel in leading their workflows and manage all work in the right direction. It is best for all sizes of organizations that fulfill all the basic needs and expectations. Sumac is one of the best alternatives to SignUpGenius and offers all the similar services with some new features that make it better than others. The solution includes core features such as online donation pages, simple searching, compliance management, donor alert, automatic receipting, and much more. Free, Silver, Gold, and Platinum are four SMB and enterprise plans; each one has its core benefits and cost.
Sumac alternatives
40
Give.ChurchPaid
Give.Church is a church management solution that allows a church’s flock to give they want. It is a powerful, convenient platform for Kindrid that supports online, text and in-app giving. The solution increases their engagements with their parishioners, especially the Youngers.
It also lets leaders and administrator rigorously manage their funds and supports the creation of unlimited designations they can route donations to different simultaneous projects. With the help of this application, all the churches can also look forward to a high impact.
Give.Church is a cost-efficient giving solution that has minimal monthly cost coupled with a marginal fee for every transaction. It allows churches and ministries to maximise their donations and enable them to delegate increased funds to more critical projects. Unlimited designations, custom giving page, bank giving, recurring page, third-party app integration and daily deposits. These are the core features of the platform.
Give.Church alternatives
41
SilkStartPaid
SilkStart is a donor management software for organizations and associations. It is a web-based application that offers a massive range of advanced services for organizations of all sizes. The ultimate objective of the platform is to reduce the complexity of running organizations.
It provides an enhanced one-step solution because it integrates lots of components together in one platform. One of the most exciting thing about this application is that it offers to automate signup and includes customized enrollment forms, automated payment processing and renewal reminders.
As compared to the other similar donor management software, it offers a powerful and modern interface that allows you to access it all features without limitation easily. It seeks to create a great user experience. Hence they adopt the latest technology—the application used on any websites through Joomla, WordPress and Drupal.
Like the other similar applications, it also offers content management feature that allows organizations to create modern and fully responsive websites. SilkStart also includes core features such as membership management, events management, job board, customs data, invoicing and payments, email marketing and smart notifications etc. The platform has different price plans, and each has its benefits and cost.
SilkStart alternatives
42
SignUpGeniusPaid
SignUpGenius is a Donor management software specially designed for group organization, event planning, and management. The platform is used by hundreds of non-profit organizations around the world which makes the whole process of getting a group organized and mobilized by taking the need to reply to all phone trees and paper sign-ups from the equation.
It is simple and easy-to-use software utilized to organize and manage school sign-ups, church and temple events, and university affairs—the solution used to manage simple family affairs including bridal and baby shower and wedding, etc. It makes it easy for individual users and large non-profit organizations to manage and organize their events, from simple family weddings to massive nationwide volunteer mobilization.
SignUpGenius has hundreds of themes users can choose from when creating their sign-up forms. To make it better them others, it offers advanced admin tools that allow the administrator to customized and set dates, configure notification texts and email to participants. The application also has a set of core features that make it better than others.
SignUpGenius alternatives
43
Cloud9Paid
Cloud9 is leading school management and administrative solution that helps you systematize the running of your school and enhanced efficiency. It is a simple, fast and secure way to manage all your school-related tasks. The solution is also best for students; once the app installed, you will start getting notifications for various activities such as homework, attendance and communication etc.
The best thing about this solution is that it is available to use on mobile platforms too and you can access it anytime anywhere. Cloud9 includes core features such as Accounting, Examination Management, Financial Management, Library Management, Student Record and much more.
Cloud9 alternatives
44
Fundly CRMPaid
Fundly CRM is a donor management system that serves all factions or nonprofits, clubs, charity and all the other accusations. It is a web-based application specially designed with efficiency and effectiveness in mind that help every nonprofit make the most of the insights, communications and connections that inspire action.
The interface is user-friendly, and the user does not need prior training to operate it, help to raise more money, track donations, enhanced membership and be constant communication with your supporters. It is one of the best alternatives to SignupGenius that offers all the similar services with some new features that make it better than others.
The best part of the platform is that it is fully customizable that allows campaign managers can create custom web pages that are mobile-friendly to launch donation campaigns and calendar. They can also add images, and video owns its mission and activities that make it more interesting.
Fundly CRM also includes prominent features such as event management, custom web pages, reporting capabilities, task and interaction capabilities, membership management and ease of communication etc. Moreover, the platform also offers integration with different platforms, including Facebook, that allows fundraisers to broadcast their campaign messages to their supporters.
Fundly CRM alternatives
45
TigerpawPaid
Tigerpaw is a robust cloud-based professional service automation platform specially designed for small and mid-size customers. It is a complete solution that provides a project management, time tracking, and billing management system to manage your complete tasks. Its project management feature allows you to easily schedule technicians and all the other similar resources required to organize tasks, and help project managers to build workflows and monitor maintenance contracts.
To make it stronger, it allows you to filter service orders by customer, technician, and service issues while the billing and invoicing functionalities help the billing process. Further, it automated sends emails and alerts for the recurring invoice. Unlike the other similar PSA solutions, it also has a powerful dashboard and reporting modules to help you to track and monitor time, measure profitability, and asset utilization rates. Tigerpaw also has a list of unique features that make it better and powerful than others.
Tigerpaw alternatives
46
InsightlyPaid
Insightly is a cloud-based CRM solution for small businesses that offer specific enterprise-level modules for large companies and multi-level organizations. It is an all-in-one solution that provides contact management, pipeline management, and task management to help you get clear sales visibility, track your deliverables, improve customer communication and collaboration within the organizations, etc.
It allows you to implement CRM best practices to organize contacts-customers, vendors, and suppliers with a 360-degree view. Check complete background, email history, essential data, and all the other relevant information. The solution also features integrated project management at every stage of engagement with the customer.
These include recent activity and track overall project performance and progress against your preset timeline. Like the other CRM solutions, it also has a powerful dashboard to access all features and services.
Insightly includes core features such as flexible calendar and event, task and milestone, automatic address book, opportunity report, web to contact form, add custom filed, auto-detection of the email address and limited OData support, etc. Insightly has different price plans, and each plan has its price and core benefits.
Insightly alternatives
47
Zoho CRMPaid
Zoho CRM is a leading web-based CRM solution designed to attract, retain, and satisfy customers to grow their business. Its core functionality is lead and contact management, but it also sells pipeline management and purchase control. The user can already assume what these features can do when bundled together, uniquely when placed on the revamped and easy to use interface, which is so typically about Zoho.
The best thing about this application is that its home screen includes ten different components, and the main module navigates panel still placed on the top for easier searching. Zoho CRM also offers a customization feature that allows the user to create a dashboard that makes it more stunning.
The solution offers a wide range of core benefits, most of which related to closing more sales and attracting more customers. With this platform’s help, the user can easily manage customer accounts, such as monitoring all accounts from a shared database, view location, and purchase history for cross-selling or upsell opportunities. Zoho CRM also includes a list of prominent feature that makes it better than others.
Zoho CRM alternatives
48
Movegistics CRMPaid
Movegistics CRM is a comprehensive CRM (customer relationship management) software solution created for real estate industry players. The software provides users, from individual agents, brokers, developers, and franchises to large realty firms and agencies, with marketing and advertising solutions.
It is one of the best pioneering real estate-specific CRM solutions that incorporates every area of real estate marketing and sales with a unified and robust solution. The software gives real estate professionals the platform they need to effectively and efficiently address the problems they mostly face while remaining significant and highly productive in the competitive marketing landscape.
Movegistics CRM is not just a CRM solution for real estate. It provides features like Property Matching, Pre-Integrated Website and Content Management System, Franchise Network Framework, Two-Way Email Synchronization, XML Generator, Email & SMS Marketing Campaign Management that make it more addictive.
The best part about this software is that it is fully customizable; you can scale up and down that make tweaks on the solution’s configuration and tailor the overall system to make it work for you the way you want it to.
Movegistics CRM also includes key features such as intelligent CRM, analytics and reports, ad and flyer creation, templates, XML generator, and pre-integrated website and content management system, etc. There are three different price plans, and each plan has its features and cost.
Movegistics CRM alternatives
49
SpringCMPaid
SpringCM is a simple yet easy to use CRM software solution that gives businesses a robust solution to effectively manage contracts, documents, and all types of content. It comes with a set of comprehensive features such as powerful workflow and mobile and security functions that take time-consuming manual steps out of the picture so that business processes become faster and more streamlined.
The key elements in this software include document sharing and storage, advanced workflow, fax, email, electronic signature, annotation, version control, and desktop sync with highly improved security. SpringCM is a distinct cloud service for businesses to help them attain better document management and collaboration that can lead to the automation of multiple workforce processes.
With this, users save time and recourses significantly and make their business more professional. As a leading document management platform, it quickly deals with the myriad problems that usually come with all the major details processes such as contract documents, payment, invoice, and more.
There is also a detail report and analytics features that make it stronger than others. Collaboration, sync, security, contract management, workflow automation, mobile access, and dashboard are core features of the solution. SpringCM is a professional CRM solution for all sizes of businesses.
SpringCM alternatives
50
SalesnetPaid
Salesnet is an inexpensive, easy-to-understand customer relations management software that provides companies with all the primary tools needed to boost sales. It is done by enhancing sales teams while increasing all the business activities and visibility.
All these services are achieved through the platform’s reporting capability and a dashboard viewed in real-time. The products can be easily accessed, which enables you to view and update all primary sales information using your smartphone, through the Web, or offline.
Salesnet is a highly flexible and easy-to-use solution that allows you to regulate your business practices, making it easier for you to benchmark and monitor your sales and marketing activities. With this, you can also be able to exploit sales leads that make deal closing a much faster process.
This capability enables companies to manage operations and ultimately surpass your sales goals efficiently. Aside from these, your sales teams are made well-organized and allow them to close more deals and work closely with clients and prospects.
Likewise, the platform keeps teams focused, preventing sales personnel from being lost in the selling process despite notable increases in accounts. As with most of the CMR solutions, it comes with additional tools that make it stronger than others.
Salesnet alternatives