Compare Batchbook vs SugarCRM vs AddressTwo CRM

SugarCRM

CRM
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Crozscore:

81%
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95%
46%
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Crozscore:

85%
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78%
53%
interest rising

Crozscore:

74%
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100%
37%
interest falling
Batchbook screenshot view 4 more SugarCRM screenshot view 4 more AddressTwo CRM screenshot view 2 more

Software Description:

BatchBook offers a great deal of information to help its users develop social strategies in order to improve customer relations. From a single application, the entire team can be connected to all of their social media profiles.
Batchbook takes the guesswork out of setting up the CRM by making it as easy as drag-and-drop. Users can drag-and-drop a vCard or spreadsheet into any Batchbook screen to add it to their database.
It'll analyze the fields and try to automatically match them with the fields that are already in use.
It is also possible to select fields for the other data that it doesn't recognize automatically, or make a new custom field.

Software Description:

SugarCRM is convenient tool for sales automation, marketing automation, account management and other customer relationship management (CRM) needs.
Sugar's functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting.
A strong contender in the CRM market, the software is a viable option for organizations that require flexibility, ease of use, affordability, and choice in cloud providers.

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!

Access free Video Tutorials online
View a list of Professional Training and Development Services
Wednesday Webinars!
Small Business blogs

Features:

  • Dashboard

Features:

  • Contact Management
  • Contact Sharing
  • Customer Management
  • Email Integration
  • Forecasting
  • Lead Management
  • Marketing Automation
  • Data Export
  • Data Import
  • History/Version Control
  • Task Scheduling/Tracking

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

Summary:

  • Contacts Organization: Using tags, custom fields, and activities.

  • Instant Setup: Adding contacts to Batchbook immediately by dragging a vCard or CSV file onto any Batchbook page, or importing from other apps.

  • To-Dos & Lists: To-dos are wildly flexible and can be set up to work wherever you need them most – in e-mail, sms, a calendar or on mobile.

  • Mobile: Users have access to their contacts wherever and whenever they need them, using the mobile version of Batchbook.

  • Unlimited Users: Batchbook enables collaboration across teams

  • Deals: Users can track new leads coming in from webforms, e-mail marketing or social posts.

Summary:

  • Email Integration

  • Marketing Automation

  • Sales Force Automation

  • Customer Support

  • Social CRM

  • Reporting

Summary:

  • Simple CRM and Email Marketing for Small Business

Pricing:

  • Credit card required: N/A
  • $46/month up to 10,000 contacts.
    $63/month for up to 15,000 contacts.
    $80/month for up to 20,000 contacts.
    $96/month for up to 25,000 contacts.
    $113/month for up to 30,000 contacts.
    Free trial available for all pricing plans.

Pricing:

  • Credit card required: N/A
  • Professional: $40 user/month.
    Enterprise: $65 user/month.
    Ultimate: $150 user/month.
    All pricing plans allow free trial.

Customer Relationship Management

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

FAQs:

    Who are the main user groups of this service?
  • BatchBook is the CRM for small business.

  • What is this service generally used for?
  • It is generally used as a cloud based customer relationship management tool.

  • What platforms does this service support?
  • Web-based, Android, Windows Phone, iPhone.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used with ActiveCampaign; Xero; and Freshdesk.

  • Does this service integrate with any other apps?
  • BatchBook integrates with: MailChimp, FreshBooks, QuickBooks, Xero, ActiveCampaign, Mad Mimi, Yesware, HappyFox, HootSuite, Direct Mail Manager, Eventbrite, Formstack, Google Apps for Work, RightSignature.

  • Does this service offer an API?
  • It offers a RESTful API.

  • Does this service offer multi-user capability (e.g. teams)?
  • Batchbook enables collaboration across teams.

  • Does this service offer guides, tutorials and or customer support?
  • They offer video tutorials, online support, knowledge base, and webinars.

FAQs:

    Who are the main user groups of this service?
  • Main users of SugarCRM are small- and medium-sized businesses in any particular industry.

  • What is this service generally used for?
  • It is generally used for customer relationship management.

  • What platforms does this service support?
  • SugarCRM is a web-based application, with native mobile app for Android and iPhone.

  • What are some applications this service is commonly used in tandem with?
  • It is used in tandem with: LiveChat; ActiveCampaign; Synchroteam; eXo Platform; Vision Helpdesk; Freshdesk.

  • Does this service integrate with any other apps?
  • SugarCRM integrates with any third party systems people use, and can accommodate the new modules.

  • Does this service offer an API?
  • It offers an API

  • Does this service offer guides, tutorials and or customer support?
  • They offer documentation, training & help, and customer center.

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

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
5.16k
Followers:

Publisher:

Founded:
2004
Based in:
Cupertino
Employees:
501-1000
Likes:
Followers:

Publisher:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

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