Peri CRM alternatives

Ranked alternatives

1. 2
   
   OsmosisPaid

   Osmosis is a useful business proposal writing software that helps sales teams to create, send, and track their proposals and contracts. The software enables teams to keep track of their documents and untangle the process of proposal writing. It comes with branded templates that help sales representatives to create professional templates for their deals.

   Sales representatives can store all of their content in a single location and can attach documents for their proposals in minutes. The solution has integration with Salesforce, and users can create and send their proposal documents directly through it. Sales teams can create interactive documents that help them in engaging their customers through videos and live chat.

   Osmosis comes with a digital sign-off service that allows users never to download the document to sign it, and they can directly sign in while it is in the system. It offers insights to sales teams to help them in understanding how their customers are interacting with the documents.

   Osmosis alternatives
2. 3
   
   Bid Track SellPaid

   Bid Track Sell is a customer relationship management solution that helps manufacturers representatives and distributors to track their relationship with customers when it comes to quotes and products. The software organizes and coordinates all relationships on its platform to help users to spend more time in promoting and selling their products.

   The solution helps users in improving their productivity and frees them from paperwork and files. It has digitized everything, and users can update and track their relationship with the customers about their projects, contracts, and quotes. The built-in graph system of the solution helps users to understand the business trends, and users can view the status of their bids and quotes.

   Bid Track Sell helps in tracking the bids and quotes and helps distributors in managing post order information and contract modifications. It automatically generates a follow-up reminder to users about their sales and quotes prospects.

   Bid Track Sell alternatives
3. 4
   
   OrangedoxPaid

   Orangedox allows users to track their documents and enables users to share and track the documents. It is a useful place for content creators who want to publish their content online and can track and download metrics. Businesses can use this software for the sales representatives to help in sending sales and marketing material to the customers via email.

   The solution helps sales teams to know what the customers view their content and what they downloaded. Businesses can launch marketing campaigns through this solution, and it helps in tracking individual viewership on email campaigns.

   Users can set up a secure data room from their cloud storage like Dropbox for customers, and visitors can view files using a specific password. The solution enables users to professionally brand their documents and uses can drive engagement of their customers through their content. It helps users in tracking everything and allows them to know what each user is viewing.

   Orangedox alternatives
4. 5
   
   pitchXOPaid

   pitchXO enables users to share their presentations with slide analytics and helps them to know when the next person views them and in which ones they were interested. Users can simply send out a secure link of any document such as PDF, Keynote, PowerPoint, etc. and then can track who views their attachments.

   The solution allows users to enable and disables access to any file to keep it confidential. Users can view who is viewing their documents and presentations and which part of that document is getting their interest. The solutions help users to keep their documents secure as the receiver cannot send documents to other people.

   pitchXO enables users to use their domain while sharing their files, and they can add their company branding to documents to make them look professional. Users can track the time in which visitors are spending on their documents and can get feedback on all of these files.

   pitchXO alternatives
5. 6
   
   DocalyticsPaid

   Docalytics is a solution that helps marketers to measure the extent of engagement of their customers with the data that they are presenting. The solution comes with more than fifteen metrics that help users to understand what is going on inside their document and provides them metric page by page.

   It enables users to know how many pages users are reading in their documents and how many time they are reading it. Docalytics allows users to know how much time a person is spending on their document or at a particular section of their document.

   Users can also know what is getting the most interest of their documents for readers. The solution allows users to attach heat maps to their documents, which enable users to know with which readers are interacting more. Users can collect direct data from these analytics and can optimize their lead generation capabilities.

   Docalytics alternatives
6. 7
   
   EngageBayPaid

   EngageBay comes with an all-in-one marketing and sales CRM and helps users to acquire, nurture, and engage with the customers. The solution comes with various features such as marketing automation that allows businesses to nurture their audience and increase the efficiency and productivity of their business.

   It helps businesses to get a complete view of customers’ journeys and how they interacted with each item in their store. EngageBay allows businesses to send engaging and beautiful emails for marketing campaigns, and they can measure their performance through it.

   The CRM solution of the platform helps companies to organize all of their email contacts and grow their sales by building healthy relationships with the customers. The solution allows users to attract more audiences by building up effective marketing and sales campaigns. It enables businesses to engage visitors in live chat and provides them with contact forms to get their information.

   EngageBay alternatives
7. 8
   
   AttachPaid

   Attach allows businesses to track how their prospects are engaging with the products and enable businesses to understand what happens to their documents after they have sent them. It helps companies to know if their customers have opened their documents or not and which pages they read to understand the real engagement of their prospects.

   The solution offers businesses complete clarity on which of their customers are interested in their content, and they can stay focus on these clients instead of targeting irresponsible customers. Companies know when their customers are reaching out to them, and they can talk with them, which helps in moving the deal forward.

   Attach allows businesses to take back documents or replace them with any other document at the eleventh hour. Businesses can keep their teams organized by providing them with all the content on a single platform. Users can gain insights into their performance and on their prospects about closing the deals.

   Attach alternatives
8. 9
   
   SendyPaid

   Sendy is a prominent, feature-rich, and self-hosted newsletter app that enables you to send trackable emails by leveraging the power of Amazon SES. It is important for businesses to keep their subscribers updated about new promotions, and news and this is where Sendy comes in. It makes the job of handling an expanding user-base easier.

   Use it to send bulk emails at a fair price without compromising deliverability. One of its features is Beautiful reports, through which the person in charge can check the results of each campaign and autoresponders in a stunning and visually appealing report. Visualize opens, countries and complaints, bounces, and clicks via data and charts.

   You also have the option to export specific bits of subscribers from the reports for the purpose of re-targeting. The solution also simplifies the task of managing multiple products or services by enabling the manager to organize the data into groups or ‘brands’. Moreover, you can allow clients to access their own brand and also give them the ability to send newsletters on their own at a set price. Define monthly sending limits and modify client privileges.

   An amazing feature of Sendy is List segmentation that is added to help the administrator create segments for any list they desire based on your defined conditions. Pick segments and/or lists to exclude or include from email campaigns for better results. There are even more features offered by the solution, and these include Third-Party integrations and Zapier, Custom domains, Housekeeping, Custom fields, Rules, and Webhooks, complaints, Bounce, and unsubscribe handling.

   Sendy alternatives
9. 10
   
   TinyLetterFree

   TinyLetter, owned by Mailchimp, is a solution dedicated to the needs of individuals and businesses, offering them a simple writing experience along with innovative reporting and many features. You can personalize the sign-up form and give access to it to the community. Other options include sending a link to the landing page, inviting readers for a subscription via Twitter, and embedding the form on the site.

   Send inspiring emails and watch the readership expand with the passage of time. You can share work with the readers and keep them updated through emails. Provide them with a glimpse of processes and projects, or offer them a peek at your process and projects. The solution is easy to use and simplifies the journey for all kinds of users. Everyone has the option to use the built-in editor or send instantly from their own email client without incurring any costs as the service is entirely free.

   TinyLetter alternatives
10. 11
    
    SendPortalFree

    SendPortal is a self-hosted and comprehensive Email Marketing Software used by businesses worldwide. It is open-source and enables you to manage personal newsletters. It can be integrated with various services such as Mailjet, Amazon SES, Postmark, Mailgun, and Twilio SendGrid. All the data is kept under the control of the user, enabling them to do whatever they like with it.

    You can save a significant amount of money which is something not offered by other similar tools such as Campaign Monitor and MailChimp. As the solution is open-source, it gets backing from developers of the friendly Laravel community. It provides a stunning UI that is not easy to use but also works at a fast speed, making you work while having fun. You can add unlimited messages, users, segments, and subscribers, thanks to there being no limits.

    Use its flexible rest API to integrate with SendPortal. You can update or import customers through the CSV upload or API. Add or remove subscribers through custom-defined segments. Another great feature is Campaign Management that allows you to send either send campaigns to each and every subscriber or to a selected number. Create beautiful custom templates and reuse them to save time and effort. Track information regarding the messages that have been sent, like the number of bouncers, clicks, and unsubscribes for each campaign.

    SendPortal alternatives
11. 12
    
    ListShineFreemium

    ListShine is the ideal solution for email perfectionists. It is a new kind of e-mail marketing service and comes packed with all the required features desired by individuals, such as a drag-and-drop editor that makes it easy to make responsive and appealing e-mails in no time at all. Other characteristics include scheduled sending and contact list integration.

    You can find the performance of email campaigns with comprehensive and readable analytics to improve upon the figures. Also, if you ever run into problems, then there is no need to worry as the issue can be instantly resolved by coordinating with the local support team from your country. ListShine has several other key features like Two-click imports, Automation, Integrations, Reseller, Raw HTML editor, Members, Subscriber management, and Scheduled mails.

    ListShine alternatives
12. 13
    
    PublicatePaid

    Publicate is an HTML Email Template Builder that makes the task of writing and sending emails simple and straightforward. The prominent feature of the solution is that it integrates with all email service providers, including Dot Mailer, Mailjet, Active Campaign, Infusion Soft, Campaign Monitor, AWeber, Vertical Response, Constant Contact, Mailchimp, and Gmail. There is no need for you to write any code, as all that is required is to export in HTML and upload.

    The software introduces many robust and time-saving features, such as automatically curating content from all your favorite places. You can deliver campaigns in record time by simply dragging and dropping, with the rest being taken care of Publicate. This feature is highly useful for programmers and designers, eliminating the need for them to do the same thing again and again.

    Moreover, the newsletter builders make it to spend an increased amount of time on content and little on coding and design. The solution boosts engagement and adds joy to emails by allowing you to integrate content from various sources from the web. The built-in newsletter designer is capable of auto-populating the content into templates with text and images. Select data from the content modules library and edit and customize as necessary. Other characteristics include driving engagement via Analytics and evaluating success with insights.

    Publicate alternatives
13. 14
    
    1and1MailFreemium

    1and1Mail is a powerful and highly acclaimed Email Marketing Software that is loved by businesses worldwide. One of the main reasons for its prominence is the amazing feature set that contains all the functionalities required by users. You can analyze the campaign performance via the Analytics module. This makes it easy to track the effectiveness of the campaign and gives you the opportunity to make changes to get better results next time. Get knowledge on the behavior of customers and maximize sales instantly.

    Eliminate spam by generating random time lag in between emails. The solution works similar to how a human being does and sends each email to the proper destination. You can conceal your identity by rotating proxy servers and prevent from being seen as a spammer or, worse, getting blacklisted by the email service providers. These methods enable maximizing the send quota for all email accounts.

    1and1Mail alternatives
14. 15
    
    EmailMerge.ccFreemium

    EmailMerge.cc is a multi-featured solution that allows you to send emails from Excel with BCC and CC. You can customize emails before sending them to customers and make your contacts feel as if you were direct to them. Avoid sending generic emails and boost the satisfaction of customers. You can add different or same attachments for all recipients and specify if the emails should be sent with High, Low, or Normal priority. Preserve time and effort simultaneously by getting rid of copy/paste and using the built-in embedded preview capability to decide who the email should be sent to.

    EmailMerge.cc alternatives
15. 16
    
    MailforgeFreemium

    Mailforge is a lead generation and email marketing platform that you can use to create beautiful newsletters, convert popups and maximize revenue. It has many advanced and user-friendly drag-and-drop editors that can be used to save time and effort. The newsletter editor is simple and straightforward and doesn’t require any coding knowledge, enabling you to create stunning and responsive newsletters to expand the business.

    Instantly send one-time emails to a complete list of subscribers and keep them in the know regarding essential information, special offers, or an upcoming event. Schedule newsletters and emails, and they will be automatically be sent to the recipients at the specified date and time. This is quite a handy functionality and eliminates the need to click continuously.

    Send segmented and personalized emails to a portion of the list to reach increased interaction rates. The platform offers Email Autoresponders to allow you to give quick replies like sending appreciation and greeting emails or automatically delivering lead magnets. Send personal emails containing dynamic content by utilizing the available information in contacts.

    Send offers, birthday emails, and more in no time at all. You can embed sign-up forms in the footer of your website or within landing pages or content. This is a better method for amassing passive leads. Other features include Advanced Statistics and Reports, Converting Visitors into Leads with popups, and Advanced Reports in Real-Time.

    Mailforge alternatives
16. 17
    
    GroupmailPaid

    Groupmail is a robust email marketing and automation software developed for rapidly expanding businesses. It is easy to use and enables you to send group email campaigns, targeted newsletters, and automated messages without hassle. You can administer mass email newsletters and bulk email campaigns directly from the PC. Create contacts and email marketing lists as per requirements and import recipients from the desired data source without worries.

    Manage tasks like unsubscribe requests, new email subscriptions, and bounces from a single place. Maximize privacy by controlling the whole data instead of putting trust in others. The entire email lists and message data are kept secure and safe from inside your computer. Utilize the built-in WYSIWYG message editor and add your own email designs or make use of the provided templates to begin delivering emails.

    There is no need to learn website or HTML design skills as well. Groupmail has Real-Time Email Tracking that allows you to check stats on who is opening your newsletters and more. Match the performance of each email campaign to achieve better results. Create logins or export reports for top clients. Lastly, the solution can be integrated with prominent list management products such as MySQL, ACT, Outlook, GoldMine, Oracle, and more.

    Groupmail alternatives
17. 18
    
    EmailOutFreemium

    EmailOut is a top-notch Email Marketing Software that introduces a new approach to email marketing. It provides you with powerful and robust tools ranging from design to delivery to powerful Analytics. You can create winning Email Campaigns without having to worry about hidden restrictions or upsells. It comes with amazing tools, and you can get solutions for questions by getting in touch with the incredible support team.

    Eliminate the need for code by using the built-in drag-and-drop editor, which makes it easy to personalize campaigns and design new emails. Use the free spam testing along with robust tracking and split testing, ensuring the successful execution of email campaigns. The solution is free-of-cot, and there are no setup fees or contracts. Other features include Dependable delivery, Effortless analysis, and Delicious designs.

    EmailOut alternatives
18. 19
    
    SendQuikPaid

    SendQuik is a multi-featured array of enterprise mobile messaging tools dedicated to answering crucial IT requirements to decrease disruption in the event of network downtime and provide confidentiality and security of private business information. The range of solutions includes Two Factor Authentication, IT Alerts and Notifications, Broadcast, and Emergency messaging, and secure remote access.

    The mentioned products offer reliable and optimized mobile responsiveness, better operational effectiveness, and improved internal workflow. Businesses can harness SendQuik’s multi-channel messaging potential to send notifications and alerts to users via SMS or use Email and Instant messenger applications like Telegram, Facebook Messenger, Slack, WeChat, LINE, WeChat, and Viber. The solution can be used on multiple platforms such as Hosting, Appliance, VM, and Cloud.

    SendQuik alternatives
19. 20
    
    GetResponseFreemium

    GetResponse is a reliable and popular Inbound Marketing Software trusted by big and small brands worldwide. It is a great tool with which everyone can send emails, create pages, and automate marketing. You can expand the business online by leveraging a set of free marketing tools designed specifically for this purpose. Increase the number of customers by finding new ones and build an email list through lead generation tools that can transform anonymous connections into fans that never leave your side.

    Stay engaged with customers and prospective clients with targeted online communication that is guaranteed to convert. You can maximize online sales by promoting your eCommerce business and providing a service that persuades store visitors to become loyal customers. GetResponse offers personalized tools for various entities, including Large companies, Entrepreneurs, Marketing Managers, and Online marketers. All the mentioned professionals and firms can view the personalized tools to see if they are according to their expectations and implement them in their workflow to achieve the desired results.

    GetResponse alternatives
20. 21
    
    ListmonkFree

    Listmonk is a self-hosted mailing list manager and newsletter that provides multiple features and great performance combined into one library. Among its set of features is Mailing Lists which enables you to handle millions of subscribers across single and double lists accompanied by custom JSON attributes for each individual subscriber. Use SQL expressions to segment and query subscribers. Leverage the powerful bulk importer or utilize the HTTP/JSON APIs or use the easy-to-use table schema for the integration of external CRMs and subscriber databases.

    You can interact with the Analytics module to gain insights and compare campaign performance. Listmonk is open-source and can be used for free. There are several methods for downloading it. You can download its binary for Windows, Darwin, OpenBSD, Freebsd, NetBSD, and Linux. The site offers Installation docs that can be read to get all the knowledge required to deploy it without issues. Another option is to use Docker, and you can either use the sample .yml file to run manually or use the helper script.

    Listmonk alternatives
21. 22
    
    MailtrainFree

    Mailtrain is an open-source and self-hosted newsletter app released under the GPL-3.0 License and developed using Node.js and MariaDB or MySQL. It comes packed with many features to aid you in your day-to-day activities. The core functions of the self-hosted app include custom reports, subscriber lists management, built-in Zone-MTA for quick setup of mail delivery, email templates, hierarchical namespaces for enterprise-level situations, list segmentation, automation, and several users with flexible sharing and granular user permissions. The GitHub page lists the minimum requirements needed to host the app, which is 4MB of RAM and two vCPU.

    Mailtrain alternatives
22. 23
    
    TilkeePaid

    Tilkee empowers the sales and marketing teams through reliable and actionable data by its data-driven platform. The main of this solution is to align marketing with sales and digital transformation of customer success teams, channel enablement, and product marketing. It comes with a sales enablement solution that not only provides salespeople with advanced solutions but also promotes knowledge-based sales interactions with clients.

    The solution helps businesses to come with a single message for both their marketing and sales teams and helps in connecting to the clients to improve their business performance. The data-driven platform enables all the departments of the companies to collaborate to increase the revenue.

    Tilkee provides email alerts to users whenever a customer reads their document, which helps users to interact with customers at the right time. Businesses can get analytics on their documents, such as how users are reading them and how they are finding the content.

    Tilkee alternatives
23. 24
    
    MailmanFree

    Mailman is an open-source solution released under the GNU General Public License that enables you to manage e-newsletter lists and electronic mail discussion lists. It is integrated with the web out of the box, giving you the opportunity to handle accounts and lets list owners view and perform the essential tasks on their lists. The solution works with spam filters, automatic bounce processing, digest delivery, content filtering, and more.

    Other core features include Emergency moderation, Auto-response controls, “Real-name” support for members, Subscription invitations, User controllable delivery options, Regular expression-based topic filtering, and Urgent: header support. Another feature that must be mentioned here is multi-lingual support, thanks to which email notices and web pages can be listed in many languages, and you can configure every site individually and according to the needs of each user.

    Mailman alternatives