Skip to content

TechRepublic

  • Top Products Lists
  • AI
  • Developer
  • Payroll
  • Security
  • Project Management
  • TechRepublic Academy
  • Innovation
  • Cheat Sheets
  • Cloud
  • 5G
  • Big Data
  • TechRepublic Premium
  • Top Products Lists
  • AI
  • Developer
  • Payroll
  • Security
  • Project Management
  • TechRepublic Academy
  • Innovation
  • Cheat Sheets
  • Cloud
  • 5G
  • Big Data
  • See All Topics
  • Sponsored
  • Newsletters
  • Forums
  • Resource Library
TechRepublic Premium
Join / Sign In
SMBs

Five CRM Apps for Your Small Business

By Wally Bahny May 19, 2013, 12:38 PM PDT

Image
1
of 17

AddressTwo_1.JPG
AddressTwo_1.JPG
Five CRM Apps for Your Small Business

Five Cloud CRM Apps: Address Two

Five Cloud CRM Apps: Address Two

ntThis gallery is also available as a post in the TechRepublic Five Apps Blog.

n

ntAddressTwo CRM starts with a wizard that steps you through various configuration options: names for various types of contacts, what you intend to us the system for, etc.  This makes their software able to use the terms you use to reduce confusion and align to your processes.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: Address Two

Five Cloud CRM Apps: Address Two

ntAfter the wizard, AddressTwo CRM presents a general overview video and tips to get started.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: Address Two

Five Cloud CRM Apps: Address Two

ntAddressTwo has many of the common fields most people are interested in capturing on a contact.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: Address Two

Five Cloud CRM Apps: Address Two

ntAddressTwo includes a fairly extensive customizable Query Builder to help you find the contacts you need to set up mailings or other targeted communications.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: Address Two

Five Cloud CRM Apps: Address Two

ntIf you need to capture a group of contacts that are not easily retrieved using the Query Builder, AddressTwo also includes a List feature

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: AllClients

Five Cloud CRM Apps: AllClients

ntLike the others, AllClients CRM contains most of the common fields for contact info.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: AllClients

Five Cloud CRM Apps: AllClients

ntWhen you capture referrals in AllClients, it has a section built in to look at referral trees.  That way you can keep track of who are your best referral sources and potentially give them kick backs or other perks.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: AllClients

Five Cloud CRM Apps: AllClients

ntAllClients contains several graphical reporting options to allow you to look at your contacts population in different ways.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: Maximizer

Five Cloud CRM Apps: Maximizer

ntMaximizer CRM’s Address Book shows your contacts and many of their important fields by default.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: Maximizer

Five Cloud CRM Apps: Maximizer

ntMaximizer contains an Opportunities tracker to help you keep track of work with contacts and suppliers.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: Maximizer

Five Cloud CRM Apps: Maximizer

ntUnique among these selections, Maximizer contains a knowledgebase to better assist your staff in their work with contacts.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: SalesCloud

Five Cloud CRM Apps: SalesCloud

ntSalesCloud’s Forecast screen helps keep you on track in your sales endeavors.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: SalesCloud

Five Cloud CRM Apps: SalesCloud

ntSalesCloud has the most number of features of this list by far.  Shown here are the various tabs you can access to keep track of various aspects of your contacts and relationships.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: SalesNexus

Five Cloud CRM Apps: SalesNexus

ntSalesNexus’ address book is much like the others.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: SalesNexus

Five Cloud CRM Apps: SalesNexus

ntIf you have time-sentitive activities with your contacts (and who doesn’t), the calendar will help keep you on schedule.

Five CRM Apps for Your Small Business

Five Cloud CRM Apps: SalesNexus

Five Cloud CRM Apps: SalesNexus

ntSalesNexus also contains a dashboard to provide various statistics and keep you up on what’s most important.

Five CRM Apps for Your Small Business

  • SMBs
  • Account Information

    Share with Your Friends

    Five CRM Apps for Your Small Business

    Your email has been sent

Share: Five CRM Apps for Your Small Business
Image of Wally Bahny
By Wally Bahny
  • Account Information

    Contact Wally Bahny

    Your message has been sent

  • |
  • See all of Wally's content

TechRepublic Premium

  • TechRepublic Premium

    Diversity and inclusion policy

    The importance of diversity and inclusion in any given organization cannot be overstated. It establishes a level playing field, brings together people with different backgrounds, perspectives, traditions and ideas and enriches company culture by ensuring fairness and tolerance. This helps build a more effective and collaborative workforce which enables the business to run in a ...

    Downloads
    Published:  June 5, 2023, 4:00 PM EDT Modified:  June 6, 2023, 9:27 AM EDT Read More See more TechRepublic Premium
  • TechRepublic Premium

    Development lifecycle policy

    Software development is a complex process that involves a specific series of steps (known as the development lifecycle) to transform a concept into a deliverable product. The steps involved with creating the finished product must be carefully adhered to yield the best results, reduce inefficiencies and maximize customer satisfaction. The purpose of this policy from ...

    Downloads
    Published:  June 5, 2023, 4:00 PM EDT Modified:  June 6, 2023, 9:15 AM EDT Read More See more TechRepublic Premium
  • TechRepublic Premium

    Checklist: Network and systems security

    Cybersecurity demands and the stakes of failing to properly secure systems and networks are high. While every organization’s specific security needs form a unique and complex blend of interconnected requirements, numerous security fundamentals almost always apply to each of these groups. It stands to reason that cybersecurity pros who effectively identify network and systems risks ...

    Published:  June 1, 2023, 4:00 PM EDT Modified:  June 2, 2023, 7:48 AM EDT Read More See more TechRepublic Premium
  • TechRepublic Premium

    How to host multiple websites on Linux with Apache

    In this guide from TechRepublic Premium we’re going to explore the various things you can do with a Linux server. We won’t leave out any steps, so you won’t have to refer to another tutorial to complete the process. The only step we will leave out is the installation of Linux, as we’ll assume you ...

    Downloads
    Published:  May 31, 2023, 4:00 PM EDT Modified:  June 1, 2023, 7:45 AM EDT Read More See more TechRepublic Premium

Services

  • About Us
  • Newsletters
  • RSS Feeds
  • Site Map
  • Site Help & Feedback
  • FAQ
  • Advertise
  • Do Not Sell My Information

Explore

  • Downloads
  • TechRepublic Forums
  • Meet the Team
  • TechRepublic Academy
  • TechRepublic Premium
  • Resource Library
  • Photos
  • Videos
  • TechRepublic
  • TechRepublic on Twitter
  • TechRepublic on Facebook
  • TechRepublic on LinkedIn
  • TechRepublic on Flipboard
© 2023 TechnologyAdvice. All rights reserved.
  • Privacy Policy
  • Terms of Use
  • Property of TechnologyAdvice