Five CRM Apps for Your Small Business
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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.
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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 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 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 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 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 Cloud CRM Apps: AllClients
Five Cloud CRM Apps: AllClients
ntLike the others, AllClients CRM contains most of the common fields for contact info.
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 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 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 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 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 Cloud CRM Apps: SalesCloud
Five Cloud CRM Apps: SalesCloud
ntSalesCloud’s Forecast screen helps keep you on track in your sales endeavors.
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 Cloud CRM Apps: SalesNexus
Five Cloud CRM Apps: SalesNexus
ntSalesNexus’ address book is much like the others.
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 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.
