Reviews

ClickUp is a cloud-based all-in-one project management platform that brings different work tools together in one place, including CRM. It was founded in 2017 by Zeb Evans and Alex Yurkowski. Today, over 3 million teams use ClickUp around the world. Its key features include task management, document sharing, team chat, and whiteboards. Some of its well-known clients are American Airlines, Siemens, T-Mobile, Sephora, and Zillow. Although ClickUp is primarily a project management platform, it also offers a range of CRM capabilities to help sales and marketing teams manage their customer relationships and sales pipelines. It provides a flexible framework of views and dashboards that let users build a custom CRM system. With the launch of ClickUp Brain, which includes AI features, the platform has introduced easy automations that streamline various workflows, including those relevant to client relationships. ClickUp is suitable for both small and large teams.

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.

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.

Salesforce est l’une des plus grandes entreprises de logiciels au monde, avec une valorisation de centaines de milliards de dollars. Fondée en 1999 par Marc Benioff, ancien dirigeant d’Oracle, l’entreprise est basée à San Francisco, Californie, et est reconnue pour son CRM entièrement intégré. Salesforce Customer 360 est une suite de produits CRM alimentés par l’IA, conçue pour aider les entreprises à gérer et fidéliser leurs clients sur plusieurs plateformes. Grâce à un vaste écosystème d’intégrations et de partenariats, Salesforce permet aux entreprises de centraliser et suivre leurs données clients en un seul endroit, quel que soit leur secteur d’activité.

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.

HoneyBook is a business management and CRM platform designed to help small business service providers and creative entrepreneurs simplify their workflows. Founded in 2014, HoneyBook empowers businesses with 2-15 employees to manage client interactions, projects, and finances—all in one place. With HoneyBook, you can capture and nurture leads, build strong client relationships, and efficiently run your business. It caters to a variety of industries, including event planning, photography, consulting, web design, marketing, and coaching, offering robust tools to help you streamline your processes while maintaining a professional touch. Features include sending proposals, contracts, and invoices; triggering personalized follow-ups; and organizing client communication through a dedicated project portal. HoneyBook also integrates with popular tools like Google, Microsoft, Zapier, Calendly, QuickBooks, Zoom, and Meta to fit seamlessly into your existing setup.