
Pipeliner CRM is a sales management platform excelling in tracking sales leads using pipelines to identify priority clients with visual representation of the sales process. The platform drives exceptional user engagement through its sales-friendly interface with uniform navigation and visual approach allowing quick learning. Features include extensive customization options, complete product catalog management with pricing and surcharges, powerful reporting engine for standard to pivot to advanced and graphical dashboards, automation for timely follow-ups, and a Speech to Text feature powered by Amazon Transcribe for real-time transcription. Recent updates include AI-enhanced capabilities for sales teams.
QuickBooks and Xero-Integrated CRM
Founded
Starting Price
Method CRM is a specialized CRM designed for QuickBooks and Xero integration. It offers three pricing tiers with annual billing options and strong automation and customization capabilities.
Fintech and finance dedicated CRM software
Centrex is a cloud-based customer relationship management software designed specifically for the finance sector, enabling organizations to manage contacts, deals, team productivity, loan portfolios, and email/text marketing campaigns on a centralized platform. It's built for brokers, direct lenders, and investors.
Simple Contact Management for Small Businesses
Founded
G2 Rating
Starting Price
Family-owned, self-funded CRM built specifically for small businesses since 2009. Simple, affordable alternative to complex CRM platforms with no setup fees, no contracts, and human support included.