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5 Robust CRM Software Solutions Your Business Can Benefit From

crmModern business software products have become essential tools that enhance the productivity and profitability of companies. Thus, it has become important for business owners to know the main features and strengths of these solutions. This article helps them out by detailing the key features of five robust CRM software solutions. The chosen five are:

  • Kickserv
  • Pipeliner CRM
  • OnePage CRM
  • BPMonline CRM
  • Salesforce Sales Cloud

Do you have a B2B product you’d like to add to our listing?
If you are a vendor and have an interesting B2B product that hasn’t yet been listed on our review platform feel free to let us know about it. You can add your product to the listing here. Our experts will be happy to prepare a detailed review of your product free of charge. Here’s an example of a CRM software review by us.

1. Kickserv

KickServ

Kickserv is a SaaS CRM software application designed in a simple manner to let users focus on customer needs and sales opportunities, and not on how to use the product. The tool is ideal for small and medium-sized companies as well as large enterprises. It is used by companies in more than fifty industries, chiefly in home service such as pest control, lawn care and landscape, computer repair, and plumbing. Users can utilize Kickserv to manage sales, plan complex schedules, create reports and invoices, and track jobs.

Main Features

  • Advanced scheduling and calendar
  • Custom email templates
  • Custom fields and reports
  • Customer portal
  • Customizable
  • Dashboard for quick overview
  • Drag-and-drop features
  • Global search
  • iCal feed for offline access
  • Import and export to and from Excel
  • Invoicing
  • Job management with time tracking
  • Mobile access
  • Phone and email Support

Kickserv SmartScore and Customer Satisfaction

Our B2B experts reviewed Kickserv features, user experience, customer support and other key elements of the service. Final results as summarized by the SmartScore system gave Kickserv a score of 8.1/10, while the results provided by the Customer Satisfaction Algorithm place the overall user satisfaction rating at 100%.

2. Pipeliner CRM

Pipeliner

Pipeliner CRM is an online CRM and sales automation software solution with a strong built-in CRM infrastructure that helps sales teams monitor and track their company’s sales process. Businesses can put their sales process on autopilot by using Pipeliner CRM to organize sales data to qualify leads. They can utilize the application’s interactive sales reporting features to keep track of sales activities including collaboration options. Pipeliner CRM is thus an ideal solution for handling the complex sales activities of small and medium-sized businesses.

Main Features

  • Account and contact management
  • Business intelligence dashboards
  • Relationship mapping
  • Sales forecasting and reporting
  • Sales lead management
  • Sales opportunity management
  • Sales pipeline management
  • Sync capabilities
  • Team cloud collaboration

Pipeliner CRM SmartScore and Customer Satisfaction

Our B2B experts reviewed Pipeliner CRM software features, user experience, customer support and other key elements of the service. Final results as summarized by the SmartScore system gave Pipeliner CRM a score of 9.0/10, while the results provided by the Customer Satisfaction Algorithm place the overall user satisfaction rating at 100%.

3. OnePage CRM

 

OnePage CRMOnePage is a web-based CRM software solution that is ideal for small businesses. As its name suggests, the product keeps key CRM functions on a single page. OnePage CRM has a simple design. It helps businesses organize their sales process, and convert prospects into sales.

Main Features

  • Activity tracking
  • Contact management
  • Custom fields
  • Data segmentation, tags, and custom filtering
  • GTD methodology
  • Improved team collaboration
  • Mobile app
  • Next Action Sales
  • Open API
  • Performance reports

OnePage CRM SmartScore and Customer Satisfaction

Our B2B experts made a review of OnePage CRM functionalities, user experience, customer support and other key elements of the service. Final results as summarized by the SmartScore system gave OnePage CRM a score of 8.9/10, while the results provided by the Customer Satisfaction Algorithm place the overall user satisfaction rating at 99%.

4. BPMonline CRM

BPMonline CRM

BPMonline is a process-driven CRM application that helps users coordinate their marketing, sales, and service support efforts by combining customer data with business process management functions. It is targeted at small and medium-sized businesses as well as large corporations with scalable features.

Main Features

  • Administrative tools with wizards to manage lookups, processes, and data fields without programming
  • Analytics with real-time diagrams, dashboards, and customizable reports
  • BPMonline CRM Mobile for Android and iOS devices
  • Customer data management integrated with LinkedIn, Twitter, and Facebook
  • Document management compatible with MS Word
  • Knowledge Management online library
  • Lead management with export function (website, MS Excel, other sources)
  • Marketing management for multi-channel campaigns, budget planning, audience segmentation, and ROI estimation
  • Sales management for opportunity, projections and forecasts, quota, and pipeline
  • Time management and communications that syncs with MS Outlook, Google Calendar and other popular schedulers

BPMonline CRM SmartScore and Customer Satisfaction

Our B2B experts conducted a detailed review of BPMonline CRM features, user experience, customer support and other key elements of the service. Final results as summarized by the SmartScore system gave BPMonline CRM a score of 6.9/10, while the results provided by the Customer Satisfaction Algorithm place the overall user satisfaction rating at 100%.

5. Salesforce Sales Cloud

Salesforce Sales Cloud

Sales Cloud is a CRM module offered by Salesforce which is known for its extensive sales and marketing products. Sales Cloud enables users to track all customer interactions and information in a single place to follow more leads. The Lead Management, Partner Management, Sales Data, and Marketing Automation functions help you to follow these leads until they are ready for conversion.

Main Features

  • Analytics
  • Approvals and workflow
  • Build and run innovative apps
  • Chatter
  • Communities for sales
  • Contact Manager
  • Dashboards
  • Email integration
  • Engage customers everywhere
  • Forecasting
  • Marketing and sales leads
  • Mobile to stay connected
  • Opportunities and quotes
  • Real time visibility
  • Social accounts and contacts
  • Workflow

Salesforce Sales Cloud SmartScore and Customer Satisfaction

A full review of Salesforce Sales Cloud features, user experience, customer support and other key elements of the service was conducted by our B2B experts. Final results as summarized by the SmartScore system gave Salesforce Sales Cloud a score of 9.8/10, while the results provided by the Customer Satisfaction Algorithm place the overall user satisfaction rating at 98%.

Conclusion

We hope this article has proved helpful to you in learning the major features of the five robust CRM software tools we reviewed. Click on the link to know more about the features of these and other CRM software products.

Adam Goldberg

By Adam Goldberg

Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he’s well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He’s a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.

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