Compare noCRM.io vs DocSend vs Boldchat

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Crozscore:

90%
what is this?
96%
38%
interest rising

Crozscore:

92%
what is this?
94%
48%
no significant changes

Crozscore:

89%
what is this?
100%
51%
no significant changes
noCRM.io screenshot view 5 more DocSend screenshot view 3 more Boldchat screenshot view 4 more

Software Description:

Unlike traditional CRM software, noCRM.io by You Don't Need a CRM simplifies an otherwise complex process with an intuitive interface and features built from a salesperson’s perspective.

Boost productivity by creating leads in seconds from any source (business card, spreadsheet, email, websites, or other apps), customize your own pipeline and manage your sales cycle from end to end.

Key Features:

☆ Customizable to match your sales process.

☆ Create leads from business cards, websites, and emails easily.

☆ Import / export from a spreadsheet.

☆ Stay on top of your leads with a "To do" action and reminders synchronized with your calendar to follow up.

☆ Monitor the health of your pipeline with visual pipelines and know exactly where leads are at in the sales process.

☆ Connect to thousands of other SaaS applications through our API or Zapier.

☆ Emphasized team management and collaboration.

☆ Available in English, French, Spanish, Portuguese, Russian, and German.

Software Description:

DocSend supercharges your sales and marketing collateral by telling you what happens after you hit send. Rather than send your critical business documents off into an abyss by attaching them in an email, send them with DocSend. Track, optimize, and control the sales and marketing collateral you present and send.

Shorten your sales cycle by knowing when and who is engaging with your sales and marketing collateral. Optimize your sales and marketing collateral by understanding which pages engage your leads and contacts most. Live present your presentations and walk someone through your pitch live over the phone.

Software Description:

BoldChat is provider of live chat services that can be used by businesses of all sizes
It offers online and offline message systems, the ability to force webpages, auto-invite, hotkey canned messages; features like user-defined folders, user-defined statuses, auto-thread emails and many more.
The BoldChat live chat client is characterized by its clean and professional look, which is customizable to match the aesthetics of user's website.

Features:

  • Data Visualization
  • Notifications
  • API
  • Calendar Management
  • Dashboard
  • Data Export
  • Data Import
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Lead Management
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Customer Management
  • Contact Management

Features:

Features:

  • API
  • Chat

Summary:

  • Create leads in a matter of seconds from your website contact form, mobile business card, spreadsheet or email

  • Each lead is a "To do" so you'll never forget about it

  • Reminders are automatically synced with your calendar

  • Customizable to match your sales process

  • Pipeline view allows users to know exactly where leads are in the sales process

  • Great statistics with breakdown by tag, user, category

  • Easily assign leads to sales people

  • Import and Export from excel or CSV

  • Connect with hundreds of apps using our API and Zapier

  • Mobile app for both IPhone and Android

Summary:

  • Live Present

Summary:

  • Proactive Live Chat: Proactive chat is the ability to target a website visitor and then, using visual cues and coordinated sound effects, to deliberately invite that visitor to engage in a live chat interaction.

  • Customer Support Tools: Follow Visitor Browsing; Searchable Canned Messages; Chat/Visitor History; Supervisor Tools; SLA Reporting; Predictive Canned Messaging.

  • Website Visitor Tracking: By placing a small snippet of code on their website pages, users can see instantly and in real time, who's on the site.

  • Proactive Invitations: The data collected from the visitor tracking feature is utilized in the creation of invitation rules. Different rules can be created to target specific types of buyers, specific areas of the website, and specific locations in the sales funnel.

  • Routing: Administrators set up departments, folders, and permission groups in order to route incoming work to a desired destination.

  • Reporting Engine: BoldChat products include tools that facilitate the rapid transformation of all data into actionable information.

Starter

$10.00
1 user(s) / month
Included in plan:
  • Check our pricing page

Expert

$17.00
1 user(s) / month
Included in plan:
  • Check our pricing page

Pricing:

  • Credit card required: N/A
  • Pro: $599 agent/year.
    Premier: Pricing on request.
    Enterprise: Pricing on request.

FAQs:

    What is this service generally used for?
  • To stay on top of your sales pipeline, manage you leads, and turn prospects into customers.

  • Who are the main user groups of this service?
  • This product is to be used by salespeople, sales teams, managers and CEOs.

  • What are some applications this service is commonly used in tandem with?
  • Can be used with lead generation software, marketing automation apps as well as accounting software such as Freshbooks or Quickbooks. Connection to hundreds of other apps can be done through Zapier.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, we provide an online help center; an academy full of help documents; a YouTube channel with tutorials and we also organize weekly introductory webinars. Customer support is also available directly from inside the app.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, multi user and team support is included.

  • What platforms does this service support?
  • Works on any computer with a modern browser as well as with mobile apps for IPhone and Android.

  • Does this service integrate with any other apps?
  • Yes, we have direct integration with Google Apps, Freshbooks, Quickbooks, and Zapier. Other apps can be connected via Zapier and our API.

  • Does this service offer an API?
  • Yes. The API is quite complete, as our mobile App is built on it.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • They offer Free Premium 24/7 Support.

  • What is this service generally used for?
  • It is generally used as a live communication software.

  • What platforms does this service support?
  • The application is easily installed and accessible via PC software, the online interface, or through their iPhone app.

  • Does this service integrate with any other apps?
  • It integrates with: Salesforce, Active Assist, Geofluent, Google Analytics, etc,

  • Does this service offer an API?
  • BoldChat’s Integration API allows connection with a wide variety of external applications (such as CRM/Ticketing, etc.)

  • Who are the main user groups of this service?
  • The main users of this service are webstores.

Publisher:

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

Publisher:

Founded:
2013
Based in:
San Francisco
Employees:
11-50
Likes:
Followers:

Publisher:

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

Other:

Who uses noCRM.io
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Portuguese, German, French, Spanish, English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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