Compare Funnel vs Cliently vs Batchbook

Funnel

CRM
 (1)
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Crozscore:

63%
what is this?
80%
19%
interest falling

Crozscore:

70%
what is this?
29%
no significant changes

Crozscore:

79%
what is this?
95%
46%
no significant changes
Funnel screenshot view 2 more Cliently 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:

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.

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:

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

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:

  • 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.

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

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

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?
  • 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.

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:

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Publisher:

Founded:
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Likes:
50
Followers:
885

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other:

Who uses Funnel
  • Personal
  • Freelance
  • 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.

Other:

Regional Restrictions:
No restrictions.
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