Compare AddressTwo CRM vs RocketBolt vs Cliently

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Software Description:

Small business is about relationships. And not only customers...you have prospects, leads, partners, and more.

AddressTwo is a simple CRM that helps your business to generate new relationships, build existing relationships, and track your key relationships that matter most!

The key to success lives within your contacts. AddressTwo provides you with the tools to keep your prospects and clients organized and your communication history up-to-date. Bcc Addy on all outgoing emails, and let her auto populate your CRM with your email history for you. Use our Webforms, or integrate with your existing web or social media forms, to push all inquiries directly into the CRM.

Ever lost out on a deal or sale because you forgot to follow up? Our Task feature helps you remember important follow-ups so you are always on top of your game. Set a Task for calls, emails, administrative work and more, and have your to-do list ready and waiting for you every day. Complete a Task, and schedule a new Task within the same window, so you never forget again.

AddressTwo provides you with Simple CRM and Email Marketing in one solution! Simplify your Email Marketing with our drag and drop Templates and Automated Campaigns. Target each campaign with Lists and Queries, ensuring only relevant content is received by your audience. See which campaigns are successful by tracking your open and click rates for further benefits.

Easily customize your Pipeline with the desired fields relevant to your business processes. With the ability to see open opportunities at a glance, quickly review your proposals and quotes to make sure you are on track for your goals. Generate reports for company-wide and individual forecasting to better understand your successes…and not so successes.

Improve sales efficiency with our Lead Scoring feature within our Customer Relationship Accelerator plan. Anytime a prospect reacts to your email marketing, AddressTwo measures their level of engagement within the email, and on your website, updating their score in your CRM. Every time they return to your site outside an email, the scoring continues. Spend less time cold calling and more time contacting hot and warm leads!

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Software Description:

RocketBolt is a simple, yet powerful lead tracking tool that decreases the amount of time sales teams waste researching and monitoring leads.RocketBolt integrates seamlessly with your current marketing and sales workflows to record lead activity.Once a high-priority lead is identified, RocketBolt continuously monitors that lead's activity - on your website, in the news, and across social media; and alerts sellers to key strategic contact opportunities in real time.

Software Description:

Cliently is a lead generation and sales automation tool:

  • find leads from a curated database of over 150 million business people and decision makers;
  • monitor your prospects' business critical events on social media;
  • use our hyper-personalized workflows to send video messages, physical postcards, emails, and tweets to prospects.

Features:

  • Data Visualization
  • Brand Management
  • Audience Targeting
  • Conversion Tracking
  • Dashboard
  • Calendar Management
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Lead Scoring
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Marketing Automation
  • Notifications
  • API
  • Email Integration
  • Data Export
  • Data Import
  • Forecasting
  • Contact Management
  • External Integrations

Features:

Features:

  • Social-Media Integration
  • Scheduling
  • Dashboard
  • Calendar Management
  • Google Apps Integration
  • Lead Management
  • Marketing Automation
  • Email Integration
  • External Integrations
  • Data Export
  • Contact Management
  • Data Import

Summary:

  • Simple CRM and Email Marketing for Small Business

Summary:

  • Integration: Integrates with all major marketing automation and email platforms such as Gmail and Outlook.

  • 24/7 Lead Monitoring: Across the news and social media with instant alerts about relevant sales opportunities.

  • Real-time tracking of sales leads on your website, and one-click lead and data syncing with Salesforce.

Summary:

  • Find your next client from over 150 million key professionals worldwide.

  • Engage your prospects with automated sales workflows: emails, video messages, even physical gifts.

  • Monitor your top prospects' business critical events, and pitch to them at the right time.

Customer Relationship Management

$34.95
unlimited user(s) / month
Included in plan:
  • Unlimited Contact Storage
  • Record History & Schedule Tasks
  • Sales Pipeline

Pricing:

  • Starting from: $39.00/month
  • Credit card required: N/A
  • Free users get up to 500 tracked emails per month and unlimited CRM contacts and usage.
    Premium tiers start at $39 per seat/per month after a one month free trial.
    Pricing increases as the number of tracked and monitored leads in the system increases.

Cliently Leads

$79.00
1 user(s) / month
Included in plan:
  • 100 Premium Leads or Postcards
  • Send Unlimited Emails
  • Send Unlimited Video Messages
  • Create Unlimited Flows
  • Import/Export Lead Lists
  • Built-in CRM functionality

Cliently Teams

$279.00
5 user(s) / month
Included in plan:
  • 400 Premium Leads or Postcards
  • Send Unlimited Emails
  • Send Unlimited Video Messages
  • Import/Export Lead Lists
  • Built-in CRM functionality

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Video Tutorials, Blogs, Weekly Classes

  • Does this service integrate with any other apps?
  • Quickbooks, Facebook Ads, Shopify, AttachTwo, CallRail, ShipStation

  • Does this service offer an API?
  • Yes

  • What are some applications this service is commonly used in tandem with?
  • Outlook, Google

  • What is this service generally used for?
  • Web App, Windows, Macintosh

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • What platforms does this service support?
  • iOS, Android

FAQs:

    No FAQs associated with this application.

FAQs:

    What is this service generally used for?
  • We found that our most successful customers use Cliently for:

    • daily lead generation;
    • lead enrichment: especially as we combine traditional B2B data sources with data from social media;
    • sales automation: scheduling emails, sending video messages embedded in emails, even sending postcards to prospects - all while being able to set waiting times in between touchpoints, start/stop rules, and getting tracking information (email open, email read, etc.).
    • sales-as-a-service: especially for entrepreneurs who do not want to rapidly scale their sales team, we've leveraged our team of sales experts and cold called, qualified prospects, and written emails and call scripts on our customers' behalf.
  • What platforms does this service support?
  • Cliently is a web app, meaning it can be easily accessed straight from your browser. It's also designed responsively, so you can use it just as well from your mobile device's browser.

  • What are some applications this service is commonly used in tandem with?
  • Cliently integrates with:
    * Twitter: you can follow/unfollow/retweet prospects directly from the app;
    * Gmail: from where your emails will be sent;
    * Other Email applications;
    * Salesforce: for customers who want to leverage our curated B2B database while also continuing to use Salesforce CRM and other applications;
    * Other CRMsl
    * Scheduling apps like Calendly;

  • Who are the main user groups of this service?
  • We help small-to-midsize enterprises who are looking for a scalable end-to-end sales solution that can help them directly grow their businesses.

    We've worked with:
    * professional firms looking to find new clients;
    * marketing agencies looking to create a targeted B2B funnel;
    * entrepreneurs who needed a sales-as-a-service external team;
    * enterprises looking to offer their teams a complete tool (lead generation, lead enrichment, CRM, and sales automation) without sacrificing on functionality, reporting capabilities, or flexibility.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
678
Followers:
1.95k

Publisher:

Founded:
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Based in:
San Francisco
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses AddressTwo CRM
  • Personal
  • Freelance
  • Startups
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses RocketBolt
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Cliently
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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