CRM Systems

Last modified by Douglas Bower on 2025/12/29 03:54

See Spreadsheet: https://docs.google.com/spreadsheets/d/114A3JtyXokgvoKOqg4mVd9JrXRWYtbtReXkdDUrC50g/edit#gid=0

Marketing Web Site Tools

https://www.clickfunnels.com/

LeadPages

https://www.leadpages.net/

Like Weebly for Marketing Sites

$48/Month

Integrated with Hubspot, Marketo, and Salesfore/pardot, Active Campaign, Constant Contact, mailchimp, Ontraport, Weebly!!!

Megaphone

https://www.megaphoneapp.com/

$49-149/Month 

Integrated with Mailchimp,constantcontact, infusionsoft, icontact, 

Hosted only.  No Self Hosting!

Phone Calling Systems

Kixie

www.kixier.com

Interesting

Works with Highrise

Kind of expensive.

Twilio

Looks to be mostly a tool for developers

Ring Central

Bria

Looks to be mostly a softphone application

Skype

VMDrops

Asterick

Nexmo

SIPJS

Contact Management Software Applications

nimble - www.nimble.com    See LastPass

Cloze - www.Cloze.com   See LastPass

Contactually - www.Contactually.com  

Evercontact - www.evercontact.com

Cloze

Has mobile app.

Looks Pretty Good

Seems a little simple.  Might be good for personal use

Account Based Marketing Platform

https://terminus.com/product/account-based-marketing-platform

CRM Systems

accompany

www.accompany.com

More of an information tool than a relationship management tool.

Bought by Cisco... DEAD

ACT!

Same old story...

Agile CRM

www.agilecrm.com 

$15/User/Month

$40/User/Month - Pro Version

$??/User/Month - Enterprise 

  •  Imap Integration

  •  

Integrated Call Management

Has Web Applications

Synched with Gmail

Has API

Has basic multi-edit.

Weak Contact Searching

Scheduled emails

Filters allow quick list selection

Does not allow Contains Searching

Telephony

  • Ring Central Integration - Beta

  • Skype Integration - Windows only

  • Android Integration - Yes!

Social Integration

  • Twitter

  • Slack

  • Email Finder - 

Email Automation

- Send Email Template

Email Templates

- WYSIWYG Editor

-

Contact Management

  • Good Contact Notes

  • Organizations and Contacts

  • Fast Contact Searching - Although too many clicks!

  • Saved Searches (Filters)

  • Complex Search Criteria (And and Or, )

  • Duplicate Detection - Yes - Email address is unique

  • Supports Multiple Emails Per Contact

  • Importing Companies along with contacts seems to be difficult!

  • Fast Tag Filtering - Click on Tag, shows all contacts

  • Contact, Organization, and Leed Views that set column, sort order, etc.

  • Contact History?

  • Multi-Record Edit -Offers basic fields.

Aptivo

http://www.apptivo.com/

Looks more robust than others.

Pricing $8-20/Month.

Integrated with Gmail/Google.

Limited integrations with other CRM/Marketing System.

Big Contacts - bigcontacts.com

Bitrix24

EssentialCRM

Freshsales

Freshworks.com

Integrated Phone and email

HighRise:

No native contact integration with gmail.

Overall - Decent UI.

Can make calls with Kixie

InfoFlo

infoflow.com

Interesting.  Looks like a windows app.

Click to Dial capabilities.

Synch with Google.

Interesting UI.

Can Run on SQL Server

No Mobile or Web Apps.

Crappy Contact List UI

InfusionSoft

www.infusionsoft.com

Insightly -

100,000 Contacts

2,500 emails / day

$29/user/ month

250,000 Contacts

5,000 emails / day

$49/User/Month

https://www.insightly.com/

Web Application

Interesting UI.

Integrated with Ring Central and other phone systems

Has Mobile Applications

Integrated with ActiveCampaign says they have an integration with insightly but it is using zapier

Integration with Mailchimp - Stronger

Integrated with DirectIQ - Strong

Contact Management

  • Good Contact Notes

  • Organizations and Contacts

  • Fast Contact Searching

  • Saved Searches (Filters)

  • Complex Search Criteria (And and Or, )

  • Duplicate Detection - Kind of

  • One email per contact.  No way to have multiple emails per contact.

  • Importing Companies along with contacts seems to be difficult!

  • Fast Tag Filtering - Click on Tag, shows all contacts

  • Contact, Organization, and Leed Views that set column, sort order, etc.

  • Contact History?

Seem to have some basic Workflow Automation

2019-01-07 - Good contact management - Create Lists, set filters, batch edit.

Karma CRM

Web site last date 2015...

www.karmacrm.com

Interesting contact management - 

Synch with gmail

Descent Task Management

Reasonable Customization.

We should take a look at this one.

Nimble CRM

www.nimble.com

$19/User?month up to 25,000 Contacts

No pricing online for larger numbers of contacts.

Does not appear to have any marketing / email automation

Does have decent contact information lookup

Has integration with gmail so you can see contacts

Has integration with gmail so you can see your email

How do you see all of the emails to a contact?

They have companies, but there does not seem to be a view for companies

Nutshell

www.nimble.com

Integratedwith Gmail

Integrated with Ring Central

Integrated with Hubspot/ Active Campaign,Mailchimp

Simply sales automation.... No marketing that I can find.

Integration with Gmail a little weak.

Setup trial, but not excited about it

Pipedrive

www.pipedrive.com

Pipeliner

https://www.pipelinersales.com/

$25/user/month - $65-$125/month

Does not appear to handle very large outbound marketing 

ProphetCRM

https://www.prophetcrm.com/

Integrated inside of Outlook

Propeller CRM

www.propellercrm.com

Gmail UI

Cloud Based

Weak Contact Management

Prosperworks

www.Prosperworks.com

Integrated into gmail.

Looks overly simple.

Really Simple Systems

Radium CRM

Revamp

https://www.revampcrm.com/  - Interesting.  Going To Test

Imports from Google

No Android or Iphone app

Nice Groups/Segment Functionality

Very buggy, not polished UI.

  • No way to resize columns.  So names are cut off, while I have to look at a score column that I don't use.

  • No Quick Search

  • Weird Click to Open actions

Nice Custom Field Creation

No Integration with VOIP or even showing phone numbers.  Seams to be very email marketing focused.

Integrated email sending tools.   No Phone.

Ryze

Ryzeapp.co

Sellf

http://sellfapp.com   - Seems a little too Sales driven.

Monica

Open source CRM for personal usage.  Slow development, but pretty functional.

https://monicahq.com/

Not Sure this makes senes.

Friendlie

https://friendie.net/

No Contact integration with gmail.

Extremely weak UI / Functionality.

Not intuitive UI.

Garbage Application.  Sucks

http://personalcrm.followup.cc - Interesting, but a Gmail Add In.

Zoho