CRM Systems - XWiki

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**See Spreadsheet: [[https:~~/~~/docs.google.com/spreadsheets/d/114A3JtyXokgvoKOqg4mVd9JrXRWYtbtReXkdDUrC50g/edit#gid=0>>url:https://docs.google.com/spreadsheets/d/114A3JtyXokgvoKOqg4mVd9JrXRWYtbtReXkdDUrC50g/edit#gid=0]]**

author	version	line-number	content
		1	See Spreadsheet: [[https:~~/~~/docs.google.com/spreadsheets/d/114A3JtyXokgvoKOqg4mVd9JrXRWYtbtReXkdDUrC50g/edit#gid=0>>url:https://docs.google.com/spreadsheets/d/114A3JtyXokgvoKOqg4mVd9JrXRWYtbtReXkdDUrC50g/edit#gid=0]]
		2
		3	= Marketing Web Site Tools =
		4
		5	[[https:~~/~~/www.clickfunnels.com/>>url:https://www.clickfunnels.com/]]
		6
		7
		8	LeadPages
		9
		10	[[https:~~/~~/www.leadpages.net/>>url:https://www.leadpages.net/]]
		11
		12	Like Weebly for Marketing Sites
		13
		14	$48/Month
		15
		16	Integrated with Hubspot, Marketo, and Salesfore/pardot, Active Campaign, Constant Contact, mailchimp, Ontraport, Weebly!!!
		17
		18
		19	Megaphone
		20
		21	[[https:~~/~~/www.megaphoneapp.com/>>url:https://www.megaphoneapp.com/]]
		22
		23	$49-149/Month
		24
		25	Integrated with Mailchimp,constantcontact, infusionsoft, icontact,
		26
		27	Hosted only. No Self Hosting!
		28
		29
		30	= Phone Calling Systems =
		31
		32	Kixie
		33
		34	[[www.kixier.com>>url:http://www.kixier.com/]]
		35
		36	Interesting
		37
		38	Works with Highrise
		39
		40	Kind of expensive.
		41
		42
		43	Twilio
		44
		45	Looks to be mostly a tool for developers
		46
		47
		48	Ring Central
		49
		50
		51	Bria
		52
		53	Looks to be mostly a softphone application
		54
		55
		56	Skype
		57
		58
		59	VMDrops
		60
		61	Asterick
		62
		63	Nexmo
		64
		65	SIPJS
		66
		67
		68	= Contact Management Software Applications =
		69
		70
		71	nimble - [[www.nimble.com>>url:http://www.nimble.com/]] See LastPass
		72
		73
		74	Cloze - [[www.Cloze.com>>url:http://www.cloze.com/]] See LastPass
		75
		76	Contactually - [[www.Contactually.com>>url:http://www.contactually.com/]]
		77
		78	Evercontact - [[www.evercontact.com>>url:http://www.evercontact.com/]]
		79
		80
		81
		82	Cloze
		83
		84	Has mobile app.
		85
		86	Looks Pretty Good
		87
		88	Seems a little simple. Might be good for personal use
		89
		90
		91
		92
		93	Account Based Marketing Platform
		94
		95	[[https:~~/~~/terminus.com/product/account-based-marketing-platform>>url:https://terminus.com/product/account-based-marketing-platform]]
		96
		97
		98
		99	= CRM Systems =
		100
		101
		102	== accompany ==
		103
		104	[[www.accompany.com>>url:http://www.accompany.com/]]
		105
		106	More of an information tool than a relationship management tool.
		107
		108	Bought by Cisco... DEAD
		109
		110
		111	== ACT! ==
		112
		113	Same old story...
		114
		115
		116	== Agile CRM ==
		117
		118	[[www.agilecrm.com>>url:http://www.agilecrm.com/]]
		119
		120	$15/User/Month
		121
		122	$40/User/Month - Pro Version
		123
		124	$??/User/Month - Enterprise
		125
		126	* (((
		127	Imap Integration
		128	)))
		129	* (((
		130
		131	)))
		132
		133
		134
		135	Integrated Call Management
		136
		137	Has Web Applications
		138
		139	Synched with Gmail
		140
		141	Has API
		142
		143	Has basic multi-edit.
		144
		145	Weak Contact Searching
		146
		147	Scheduled emails
		148
		149	Filters allow quick list selection
		150
		151	Does not allow Contains Searching
		152
		153
		154	Telephony
		155
		156	* (((
		157	Ring Central Integration - Beta
		158	)))
		159	* (((
		160	Skype Integration - Windows only
		161	)))
		162	* (((
		163	Android Integration - Yes!
		164	)))
		165
		166	Social Integration
		167
		168	* (((
		169	Twitter
		170	)))
		171	* (((
		172	Slack
		173	)))
		174	* (((
		175	Email Finder -
		176	)))
		177
		178
		179
		180	Email Automation
		181
		182	- Send Email Template
		183
		184
		185	Email Templates
		186
		187	- WYSIWYG Editor
		188
		189	-
		190
		191
		192	Contact Management
		193
		194	* (((
		195	Good Contact Notes
		196	)))
		197	* (((
		198	Organizations and Contacts
		199	)))
		200	* (((
		201	Fast Contact Searching - Although too many clicks!
		202	)))
		203	* (((
		204	Saved Searches (Filters)
		205	)))
		206	* (((
		207	Complex Search Criteria (And and Or, )
		208	)))
		209	* (((
		210	Duplicate Detection - Yes - Email address is unique
		211	)))
		212	* (((
		213	Supports Multiple Emails Per Contact
		214	)))
		215	* (((
		216	Importing Companies along with contacts seems to be difficult!
		217	)))
		218	* (((
		219	Fast Tag Filtering - Click on Tag, shows all contacts
		220	)))
		221	* (((
		222	Contact, Organization, and Leed Views that set column, sort order, etc.
		223	)))
		224	* (((
		225	Contact History?
		226	)))
		227	* (((
		228	Multi-Record Edit -Offers basic fields.
		229	)))
		230
		231
		232
		233	== Aptivo ==
		234
		235	[[http:~~/~~/www.apptivo.com/>>url:http://www.apptivo.com/]]
		236
		237	Looks more robust than others.
		238
		239	Pricing $8-20/Month.
		240
		241	Integrated with Gmail/Google.
		242
		243	Limited integrations with other CRM/Marketing System.
		244
		245
		246
		247
		248	Big Contacts - [[bigcontacts.com>>url:http://bigcontacts.com/]]
		249
		250
		251	Bitrix24
		252
		253
		254	== EssentialCRM ==
		255
		256
		257
		258	Freshsales
		259
		260	Freshworks.com
		261
		262	Integrated Phone and email
		263
		264
		265
		266	HighRise:
		267
		268	No native contact integration with gmail.
		269
		270	Overall - Decent UI.
		271
		272	Can make calls with Kixie
		273
		274
		275
		276	//InfoFlo//
		277
		278	infoflow.com
		279
		280	Interesting. Looks like a windows app.
		281
		282	Click to Dial capabilities.
		283
		284	Synch with Google.
		285
		286	Interesting UI.
		287
		288	Can Run on SQL Server
		289
		290	No Mobile or Web Apps.
		291
		292	Crappy Contact List UI
		293
		294
		295	InfusionSoft
		296
		297	[[www.infusionsoft.com>>url:http://www.infusionsoft.com/]]
		298
		299
		300	== Insightly - ==
		301
		302	100,000 Contacts
		303
		304	2,500 emails / day
		305
		306	$29/user/ month
		307
		308
		309	250,000 Contacts
		310
		311	5,000 emails / day
		312
		313	$49/User/Month
		314
		315
		316	[[https:~~/~~/www.insightly.com/>>url:https://www.insightly.com/]]
		317
		318	Web Application
		319
		320	Interesting UI.
		321
		322	Integrated with Ring Central and other phone systems
		323
		324	Has Mobile Applications
		325
		326
		327	Integrated with ActiveCampaign says they have an integration with insightly but it is using zapier
		328
		329
		330	Integration with Mailchimp - Stronger
		331
		332	Integrated with DirectIQ - Strong
		333
		334	Contact Management
		335
		336	* (((
		337	Good Contact Notes
		338	)))
		339	* (((
		340	Organizations and Contacts
		341	)))
		342	* (((
		343	Fast Contact Searching
		344	)))
		345	* (((
		346	Saved Searches (Filters)
		347	)))
		348	* (((
		349	Complex Search Criteria (And and Or, )
		350	)))
		351	* (((
		352	Duplicate Detection - Kind of
		353	)))
		354	* (((
		355	One email per contact. No way to have multiple emails per contact.
		356	)))
		357	* (((
		358	Importing Companies along with contacts seems to be difficult!
		359	)))
		360	* (((
		361	Fast Tag Filtering - Click on Tag, shows all contacts
		362	)))
		363	* (((
		364	Contact, Organization, and Leed Views that set column, sort order, etc.
		365	)))
		366	* (((
		367	Contact History?
		368	)))
		369
		370	Seem to have some basic Workflow Automation
		371
		372
		373	2019-01-07 - Good contact management - Create Lists, set filters, batch edit.
		374
		375
		376
		377
		378	== Karma CRM ==
		379
		380	Web site last date 2015...
		381
		382	[[www.karmacrm.com>>url:http://www.karmacrm.com/]]
		383
		384	Interesting contact management -
		385
		386	Synch with gmail
		387
		388	Descent Task Management
		389
		390	Reasonable Customization.
		391
		392	We should take a look at this one.
		393
		394
		395
		396	== Nimble CRM ==
		397
		398	[[www.>>url:http://www.karmacrm.com/]][[nimble.com>>url:http://nimble.com/]]
		399
		400	$19/User?month up to 25,000 Contacts
		401
		402	No pricing online for larger numbers of contacts.
		403
		404	Does not appear to have any marketing / email automation
		405
		406	Does have decent contact information lookup
		407
		408
		409	Has integration with gmail so you can see contacts
		410
		411	Has integration with gmail so you can see your email
		412
		413
		414	How do you see all of the emails to a contact?
		415
		416	They have companies, but there does not seem to be a view for companies
		417
		418
		419
		420
		421
		422	== Nutshell ==
		423
		424	[[www.>>url:http://www.karmacrm.com/]][[nimble.com>>url:http://nimble.com/]]
		425
		426	Integratedwith Gmail
		427
		428	Integrated with Ring Central
		429
		430	Integrated with Hubspot/ Active Campaign,Mailchimp
		431
		432	Simply sales automation.... No marketing that I can find.
		433
		434	Integration with Gmail a little weak.
		435
		436	Setup trial, but not excited about it
		437
		438
		439
		440	== Pipedrive ==
		441
		442	[[www.pipedrive.com>>url:http://www.pipedrive.com/]]
		443
		444
		445	== Pipeliner ==
		446
		447	[[https:~~/~~/www.pipelinersales.com/>>url:https://www.pipelinersales.com/]]
		448
		449	$25/user/month - $65-$125/month
		450
		451	Does not appear to handle very large outbound marketing
		452
		453
		454	ProphetCRM
		455
		456	[[https:~~/~~/www.prophetcrm.com/>>url:https://www.prophetcrm.com/]]
		457
		458	Integrated inside of Outlook
		459
		460
		461	Propeller CRM
		462
		463	[[www.propellercrm.com>>url:http://www.propellercrm.com/]]
		464
		465	Gmail UI
		466
		467	Cloud Based
		468
		469	Weak Contact Management
		470
		471
		472	Prosperworks
		473
		474	[[www.Prosperworks.com>>url:http://www.prosperworks.com/]]
		475
		476	Integrated into gmail.
		477
		478	Looks overly simple.
		479
		480
		481
		482	Really Simple Systems
		483
		484
		485	Radium CRM
		486
		487
		488	Revamp
		489
		490	[[https:~~/~~/www.revampcrm.com/>>url:https://www.revampcrm.com/]] - Interesting. Going To Test
		491
		492	Imports from Google
		493
		494	No Android or Iphone app
		495
		496	Nice Groups/Segment Functionality
		497
		498
		499	Very buggy, not polished UI.
		500
		501	* (((
		502	No way to resize columns. So names are cut off, while I have to look at a score column that I don't use.
		503	)))
		504	* (((
		505	No Quick Search
		506	)))
		507	* (((
		508	Weird Click to Open actions
		509	)))
		510
		511
		512
		513	Nice Custom Field Creation
		514
		515
		516	No Integration with VOIP or even showing phone numbers. Seams to be very email marketing focused.
		517
		518	Integrated email sending tools. No Phone.
		519
		520
		521	== Ryze ==
		522
		523	Ryzeapp.co
		524
		525
		526
		527	== Sellf ==
		528
		529	[[http:~~/~~/sellfapp.com>>url:http://sellfapp.com/]] - Seems a little too Sales driven.
		530
		531
		532	== Monica ==
		533
		534	Open source CRM for personal usage. Slow development, but pretty functional.
		535
		536	[[https:~~/~~/monicahq.com/>>url:https://monicahq.com/]]
		537
		538	Not Sure this makes senes.
		539
		540
		541	== Friendlie ==
		542
		543	[[https:~~/~~/friendie.net/>>url:https://friendie.net/]]
		544
		545	No Contact integration with gmail.
		546
		547	Extremely weak UI / Functionality.
		548
		549	Not intuitive UI.
		550
		551	Garbage Application. Sucks
		552
		553
		554
		555	[[http:~~/~~/personalcrm.followup.cc>>url:http://personalcrm.followup.cc/]] - Interesting, but a Gmail Add In.
		556
		557
		558
		559
		560	Zoho

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