Reviews

monday CRM is a no-code customizable solution built on top of monday.com Work OS. It’s easy to use and helps business owners and sales teams take control of their entire sales cycle on one centralized platform. The system allows you to create boards that organize sales leads, manage their contact information, and communication history to build customer relationships. The CRM smoothly integrates with most work tools including email marketing platforms, communication apps, and invoicing software. This can help streamline workflows and eliminate manual data entry, saving work hours and money for small businesses and solopreneurs. The company also offers a free plan, with limited features, which is a great starting point, and allows you to learn the product. The system’s sales pipeline management solution offers Kanban boards, a popular tool for visualizing workflows. You can create a pipeline board to track leads through different sales funnel stages, prioritize them, and monitor progress toward closing deals. These are just a few of the capabilities that the CRM system offers, helping SMBs and enterprises alike to automate manual work so that they can focus on their customers.

Founded in 2004 by MIT graduate students, HubSpot is one of the leading global companies for inbound marketing and sales tools. The company offers tools and software that help companies with their inbound marketing and sales efforts, manage and optimize campaigns that attract visitors, convert leads, and close customers. HubSpot offers an AI-powered customer hub for an all-in-one front officer customer platform solution. This includes a hub for marketing, sales, service, content, operations and commerce, all in one service.

Salesforce is one of the largest software companies in the world with hundreds of billions of dollars in market valuation. Founded in 1999 by former Oracle executive, Marc Benioff, Salesforce is headquartered in San Francisco, California, and known for its full-integrated CRM software. The Salesforce Customer 360 is a collection of industry-leading, AI-powered CRM products built to help businesses build and keep effective customer relationships across several platforms. With loads of integrations and partnerships, Salesforce has enabled businesses of all sizes to collect and track their customer data in one place.

Thryv Holdings, Inc. is a publicly traded SaaS company headquartered in Dallas, Texas, that provides a comprehensive suite of CRM and online reputation management tools for small businesses. With a nationwide presence and a team of over 2,400 employees, Thryv empowers businesses to streamline their operations and build stronger customer relationships. Thryv’s platform offers a range of integrated solutions, including scheduling, invoicing, payment processing, client communication, and robust marketing capabilities. These features encompass email and SMS campaigns, social media management, enhanced local listings, AI-powered review responses, real-time analytics, and offline call tracking. By providing these tools, Thryv equips small businesses with the insights and capabilities they need to improve customer engagement, enhance their online presence, and thrive in today’s competitive market.

With over 7 million users, QuickBooks is one of the most popular accounting platforms for small and mid-sized businesses. Although it still offers a desktop version, the majority of business owners favor the cloud-based QuickBooks platform, which can be accessed on practically every device. Coupled with easy accessibility, this accounting platform also has various plans available, depending on the size and needs of your business.

Klaviyo was founded in 2012 by Andrew Bialecki and Ed Hallen to address the gap between marketing and customer data. They built a CRM platform specifically for B2C brands. In fact, Klaviyo claims to be the only CRM built just for B2C. Today, more than 169,000 brands use Klaviyo to improve how they connect with their customers. Klaviyo began as a customer database tool and quickly expanded to include email and SMS marketing, eventually growing into the full CRM platform it is today. Some of its well-known customers include Unilever, Mattel, Dollar Shave Club, and Vans. Its core features include marketing automation through email and SMS, advanced customer segmentation, AI-driven personalization, and a centralized customer hub to support better service. Klaviyo also offers over 350 pre-built integrations with popular e-commerce platforms, helping brands get a complete view of their customers in one place.

With over 7 million users, QuickBooks is one of the most popular accounting platforms for small and mid-sized businesses. Although it still offers a desktop version, the majority of business owners favor the cloud-based QuickBooks platform, which can be accessed on practically every device. Coupled with easy accessibility, this accounting platform also has various plans available, depending on the size and needs of your business.

Capsule CRM is a customer relationship management (CRM) platform developed by Zestia, a software company specializing in business productivity tools. Designed for small and medium-sized businesses, Capsule aims to simplify how companies interact with their customers. Core features include contact management, deal tracking, sales pipeline visualization, task management, and basic reporting. Capsule allows users to store customer information in a centralized database, track interactions such as phone calls, emails, and meetings, and visualize the progress of sales deals through different stages of the sales pipeline. The platform also includes features to manage tasks, set reminders, and collaborate with colleagues on customer accounts. Basic reporting capabilities offer insights into sales activity and performance. By providing a centralized platform for customer data and interactions, Capsule aims to improve communication within sales teams, streamline sales processes, and ultimately enhance customer relationships.

Salesforce is one of the largest software companies in the world with hundreds of billions of dollars in market valuation. Founded in 1999 by former Oracle executive, Marc Benioff, Salesforce is headquartered in San Francisco, California, and known for its full-integrated CRM software. The Salesforce Customer 360 is a collection of industry-leading, AI-powered CRM products built to help businesses build and keep effective customer relationships across several platforms. With loads of integrations and partnerships, Salesforce has enabled businesses of all sizes to collect and track their customer data in one place.