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Batchbook

 5 ratings CRM

Insightly

 614 ratings CRM

Sellsy

 7 ratings CRM
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About Batchbook

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.

About Insightly

Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA). Learn more at Insightly.com.

About Sellsy

Sellsy is the all-in-one solution to manage every facet of your sales business. It generates leads, manages payments, preserves customers, and much more.

The fact that Sellsy is an all-in-one, coherent solution sets it apart from all others in its market. Sellsy offers complete access to ALL your entered data, wherever you would intuitively need it. With Sellsy there is no need to hassle with multiple, incompatible software.

Sellsy is used to manage all points in the business cycle, and is adaptable to fit exactly to the needs of your business.

· ACQUIRE:
Sellsy includes the best lead generation tools in one convenient package: lead tracking and scoring, marketing automation, landing pages, blog, and website. You name it, we provide it.

· CONVERT:
Engage your leads with the personal touch of Sellsy: send quotes or proposals. Get faster engagement with embedded e-signatures. Stay on top of all tasks and projects with our CRM, project management, and collaborative features.

· SELL:
Easily convert proposals to invoices. Send them with a payment link from your favorite gateway and get paid faster. Streamline accounting with exports- you can even invite your CPA in your account! And don't worry, Sellsy will calculate your expenses, profits, and margins for you.

· NURTURE:
Stay on top of customer success with Sellsy's marketing tools that allow you to send ultra-targeted emails or text message campaigns. Preserve customer loyalty our organized customer service management system.

Join our other 15,000 happy users. Increase your efficiency and boost your sales with Sellsy today.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

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

  • Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.

  • Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

  • Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.

  • Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.

  • Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.

  • Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.

Summary

  • Sellsy is a cloud computing platform so you can reach your data anytime, anywhere.

  • Sellsy is effective. It is proved to increase efficiency and boost sales.

  • Sellsy is simple and user-friendly; but of course! Our users are at the heart of what we do.

  • Sellsy is comprehensive. It's many solutions packed up in one product.

  • Sellsy is efficient. It practically does the work for you so you can focus on what’s important!

  • Sellsy is intuitive so that you can reach your data wherever you might intuitively need it.

  • Sellsy is assistive. Have questions? It’s easy to call or check our thorough FAQ pages.

  • Sellsy's collaborative tools allows your team to work together on projects with ease. Always see your progress and who's working on what!

  • Selly's automation features saves time for your team exponentially.

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

Our Packages start from:

$50.00
(for up to 5 users) per month, per unit
Included in plan:
  • The unit of your choice
  • Marketing Campaigns
  • Electronic Signatures
  • Accounting
  • Time-Tracking

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

    What is this service generally used for?
  • Customer relationships management
    Sales management
    Project management

  • What are some applications this service is commonly used in tandem with?
  • Google Apps
    Office 365

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

  • Who are the main user groups of this service?
  • Mid-sized businesses across different industries

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

FAQs

    Who are the main user groups of this service?
  • Sellsy is used by a wide range of businesses. It can be used no matter whether selling products or services, doing rentals or subscriptions, online or in store, B2B or B2C, profit or non-profit, or simply managing projects.

  • What is this service generally used for?
  • Sellsy is generally used to manage any and all points in the business cycle.
    The generation and management of prospects
    The management of business documents and administration
    The preservation of customers
    The collaborative organisation of all tasks and customer requests

  • What platforms does this service support?
  • Sellsy is a cloud computing platform so it can be accessed anywhere from the internet, on computers, tablets, or mobile devices.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, Sellsy offers webinars, customer support, and a thorough FAQ page.

  • Does this service integrate with any other apps?
  • Sellsy connects with many apps including Google and Outlook, and all apps can be connected through our API.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. Our multi-user capacity and collaborative tools are one of our strong points, in fact.

  • Does this service offer an API?
  • Yes, Sellsy is an open system that can inter-connect with many external systems through its API.

Vendor Information

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

Vendor Information

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
La Rochelle
Employees:
11-50
Likes:
Followers:

Other

Regional Restrictions:
No restrictions.

Other

Who uses Insightly
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Italian, German, French, Spanish, Portuguese, Chinese
Regional Restrictions:
n/a

Other

Who uses Sellsy
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, French
Regional Restrictions:
No restrictions.
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