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ClearVantage

 5 ratings CRM

Insightly

 15 ratings CRM

Vtiger

 18 ratings CRM
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About ClearVantage

ClearVantage provides industry-leading association management software (AMS) for member-based organizations. It is a complete, cloud-based solution for managing your association and engaging with members. ClearVantage combines robust AMS functionality with Member Relationship Management, Website Content Management, and Business Intelligence in one easy-to-use and powerful solution. With ClearVantage, your team and members have access to what they need, when they need it.

  • Available on Any Device: ClearVantage AMS is available on nearly any device with an internet connection. ClearVantage provides mobile and browser-based options to meet your associations' specific needs. *Complete Functionality: ClearVantage provides streamlined, integrated functionality to manage every aspect of your association. ClearVantage has integrated modules for everything from member engagement to product sales and email marketing & more.
  • Securely Hosted: Euclid's ClearVantage AMS and hosting environment are PCI compliant. This allows you and your employees to securely access the database - anywhere with an internet connection.

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).

About Vtiger

Benefits of a Vtiger CRM System:

  • Increase revenue through better deal nurturing and follow-ups
  • Improve customer relations
  • Accelerate Sales Cycles
  • Better internal communication & collaboration
  • Boost Sales and Support team productivity
  • Enforce best practices through process templates
  • Automate repetitive tasks
  • Get better insights on customers
  • Increase customer retention
  • Lessen risks to deals

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
  • Pipeline Management

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
  • Pipeline Management

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
  • Pipeline Management

Summary

    No key features associated with this application.

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

    No key features associated with this application.

Pricing

SaaS


1 user(s) / month

SaaS


1 user(s) / month
Included in plan:
  • 500 gb bandwidth

Pricing

Sales Starter

$10.00
1 user(s) / month
Included in plan:
  • Contacts & Organizations
  • Pipeline Management
  • Smart Webforms
  • Document Insights

FAQs

    No FAQs associated with this application.

FAQs

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

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

  • 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

    No FAQs associated with this application.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
315

Vendor Information

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

Vendor Information

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

Other

Who uses ClearVantage
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
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 Vtiger
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Arabic, Czech, Bulgarian, German, French, Indonesian, Korean, Italian, Japanese, Polish, Portuguese, Romanian, Chinese, Vietnamese
Regional Restrictions:
No restrictions.
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