Compare Funnel vs Catalyst vs Batchbook

Funnel

CRM
 (1)
More Information Get a Demo More Information

Crozscore:

63%
what is this?
80%
20%
interest falling

Crozscore:

57%
what is this?
14%
interest falling

Crozscore:

80%
what is this?
95%
46%
Funnel screenshot view 2 more Catalyst screenshot view 3 more Batchbook screenshot view 4 more

Software Description:

We had an ongoing problem with handling work inquiries coming mostly from our own website. We would either lose track of them because they would just drift down into the depths of our inboxes, and we would often forget to follow up on deals we didn’t receive a reply on.

We figured all this trouble can be solved — at least to a point — with an app that would have the following basic feature set:

  • a simple form for capturing leads, similar to a contact form many sites have,
  • a centralized place that would allow us to process these leads, that was not in our email inboxes, potentially lost or forgotten about among other email,
  • a way to communicate with our customers through the app, as well as through standard email,
  • ability to put together and send professional proposals as we couldn't be bothered to create PDFs each and every time someone wanted an estimate,
  • an address book that consisted of profiles of people that contacted us, but one that we could add to manually as well.
  • See who has viewed your emails, proposal and quotations.

Software Description:

Believe your Sales Team could be doing more ?

We try to address one of the biggest and oldest challenges in Sales processes across the globe. How to keep your sales team motivated and performing to their peak potential every single day. It's something we all attempt to do in one way or another using excel files, sales contests and lots of email reports. However there's still a lot to be desired.

Catalyst is a Sales Management System that makes it easy for Sales Leaders to build engaged, data-driven, high-performance teams. Think of it as the Fitbit for sales people.

Transform your Sales Culture and get the most out of your sales teams by creating visibility, building accountability and driving motivation every day of the year.

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.

Features:

  • Multi-Site
  • Multi-User
  • Pricing
  • Notifications
  • Data Import
  • Multi-Currency
  • Data Export
  • Call Tracking
  • Dashboard
  • Email Integration
  • Customer Management
  • Lead Management
  • Contact Management
  • Google Apps Integration
  • File Sharing

Features:

  • File Transfer
  • Batch Permissions & Access
  • Multi-User
  • Sales Motivator
  • CRM Integration
  • API
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Notifications
  • Third-Party Plugins/Add-Ons

Features:

  • Dashboard

Summary:

  • Contact form creation and editing without technical knowledge

  • Deal Tracking

  • Business address book (lightweight CRM)

  • Proposal creation and delivery via email

  • Gmail integration

  • See who viewed your Emails, Proposal and Quotations

Summary:

  • Catalyst is a realtime Sales Performance Tracker

  • Crush your sales targets! Create an engaged, high performance, data-driven sales culture ​that gets the most out of your Sales Team every day​

  • Catalyst makes it easy to create visibility, build accountability and drive motivation across your sales team

  • Define clear criteria for valuable behaviors that lead to high performance with metrics.​

  • Take sales visibility to a whole new level with channels. Showcase key highlights of the day in real-time on the sales floor and keep your sales team focused.

  • ​​Keep your reps accountable and motivated to stay on track to hit their targets. Sales​​ reps can know their performance during the day by checking their scorecard.

  • Analyze sales performance metrics from many systems in one place. Combine metric data from call routing, billing, CRM and excel to gain unique insights.

  • Turbo charge your sales cycle with Competitions. Competitions are an effective mechanism to get your reps out of their comfort zones. Combine competitions with Channels for some spectacular sales results.

  • Set your floor on fire with real time data syncing. Catalyst can pull data from almost any data source in real time.

  • ​We designed Catalyst to deploy in the Enterprise from day one. We have deployed Catalyst for organizations with thousands of users across several geographies. All while maintaining consistent system performance and stability.

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.

Standard

$10.00
1 user(s) / month
Included in plan:
  • 15 deals a month
  • Unlimited number of Contacts
  • One User
  • Free 14 days Trial (with no commitments)
  • Email Templates
  • One Form

Pro Plan

$39.00
5 user(s) / month
Included in plan:
  • Free 14 days Trial (with no commitments)
  • Premium Support
  • Email Templates
  • Unlimited number of Contacts
  • Unlimited number of Deals
  • 5 Users
  • Unlimited Forms

Additional User

$2.00
1 user(s) / month
Included in plan:
  • Add another user in your Funnel CRM

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.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes
    * Updated Helpdesk with FAQs, guides and videos
    * Friendly Chat Support
    * Facebook Group for better Feature Request
    * Email Support
    * Phone Support

  • What are some applications this service is commonly used in tandem with?
    • Fully Integrated with Gmail and G suite.
    • You can easily embed code on your website within minutes
  • Does this service offer multi-user capability (e.g. teams)?
  • Yes
    * Multi User
    * Multi Company
    * Multi Pipelines

  • Does this service integrate with any other apps?
    • Fully Integrated with Gmail and G suite.
  • What platforms does this service support?
  • Funnel is a Web based product with a fully responsive design so you can manage it on the go.

    Dedicated Apps are coming soon for:
    * Apple Devices (iPhone, iPads and Macbooks)
    * Android Devices
    * Chrome Extensions
    * Gmail Extensions
    and more

  • Who are the main user groups of this service?
  • Business Owners and Sales Teams including:
    * Freelancers
    * Small businesses
    * Mid Sized businesses
    * Startups
    * Agencies
    * Anyone who uses internet/emails to communicate with their customers

    Funnel can be used for any type of Industry like:
    - Digital Agencies
    - Freelancers of any service
    - Software Houses
    - Designers
    - Photographers
    - Personal Trainers
    - Online Stores
    - Bloggers
    and much more

FAQs:

    What is this service generally used for?
  • Catalyst is used by sales leaders who believe in building an engaged, high performance, data driven sales culture.

    It helps them do this by addressing 3 core operational challenges:

    1. Visibility - Create real time visibility into Sales KPIs on the sales floor using our TV Leaderboards and Triggers.
    2. Accountability - Use scorecards to keep agents updated on their daily performance and targets.
    3. Motivation - Easily set up Sales Competitions to motivate your agents to perform up to their peak potential.
  • Does this service offer guides, tutorials and or customer support?
  • We have extensive documentation, video tutorials and a customer support desk to ensure our users get the most out of Catalyst

  • Does this service integrate with any other apps?
  • Catalyst can integrates with Salesforce and Pipedrive out of the box.
    It can also integrate with any other system through our API or SFTP.

  • Who are the main user groups of this service?
  • Sales Teams which engage in high velocity sales, which are numbers driven(eg: lnside sales to SMBs) rather than knowledge driven (eg: Enterprise focused sales with long cycles)

  • What are some applications this service is commonly used in tandem with?
  • CRMs like Salesforce, Pipedrive, Oracle, SAP, Microsoft Dynamics and Zoho

  • Does this service offer an API?
  • Yes.

  • What platforms does this service support?
  • Web app and Mobile responsive site.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the app offers the ability for multiple users to be grouped together in any hierarchy like teams, regions, offices, etc. These can also be used to create competitions, performance insights and reports on these hierarchies.

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.

Publisher:

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

Publisher:

Founded:
-
Based in:
Bangalore
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
5.17k
Followers:
6.72k

Other:

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

Other:

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

Other:

Regional Restrictions:
No restrictions.
Back to top