Effortlessly manage your sales team's pipeline

Integrate your business by providing a central platform and expanding to new business horizons.
SOFTWARE SOFTWARE NAME FREE CONTACT FREE STORAGE FREE SUPPORT USER LIMIT E-MAIL MARKETING CLOUD BASED SELF HOSTED
Agile CRM 50,000 5GB Email 10 No Yes Yes
Bitrix 24 Unlimited 5GB No 5 Yes Yes Yes
Capsule 250 10MB Email 2 Yes Yes No
Hubspot 1000,000 5 Docs Forum Unlimited Yes No Yes
Zoho CRM Unlimited 1 GB Forum 3 Yes Yes Yes
CRM DUNES Unlimited Unlimited Unlimited Unlimited Yes Yes Yes

LEADS
MANAGEMENT

Keep track of leads one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals, attach files. Organize your leads in stages and changes stage easily with drag and drop.

INVOICES

Build a professional and great looking invoices. Attach files and send directly to your clients. Including the Invoice PDF. Ability to set up recurring Invoices.

EMAILS
TEMPLATE

Scratch or work from a pre-built template of Email that fills in relevant contact information. Then, attach a doc or file from CRM document management system.

TASKS

Scheduled tasks insights you as well as your team and pipeline's performance in past periods so that you can find and resolve the causes of sluggish sales growth and increasing sales.

PROJECT

Manage and invoice projects with the powerful Project Management Feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task, and track timer per assigned staff.

EXPENSES

Creating recurring expenses. Engagement tracking lets you see how people you send documents to engage in real time, down to the time spent on each page.

CALENDAR

Do away with the back-and-forth emails that usually accompany appointment scheduling. Just share a link to your appointment page to let your contacts choose a time from the free time on your calendar.