Say goodbye to scattered sales data, forgotten follow-ups and jumbled up conversations. Organize your whole sales process in one place to save your time and sanity. We automate mind-numbingly repetitive tasks like sending emails and tracking calls, and open new ways for leads to come to you – so you can reclaim your day. Use dashboards and reports to never lose sight of the big picture and let your team zero in on success.
Get started right away with easy account setup and data import from spreadsheets or other CRM tools. Customize your pipeline to match your sales stages, then start dragging and dropping deals to “won”. Our 24/7 live customer support always has your back, day or night.
Join more than 100,000 sales teams around the world that use the CRM rated #1 by SoftwareReviews in 2019. Start your free 14-day trial and get full access – no credit card needed.
About Forecast
Forecast is a full-scale project and resource management solution that grows out to a complete suite of great functionalities. It unites project management, resource planning, team collaboration, finance, and reporting under one roof, bringing the power of AI to automate administrative tasks. It's a robust alternative to point project management solutions used in professional service organizations.
Perfect for companies of 50+ employees who want the full project portfolio and resource overview, in one software.
More predictable and accurate project proposals
Better planning and analysis with Insights & Reporting
Stronger Business decisions supported by AI
Flexible resource management with Project and Task Allocations
Efficient Task and Time Management
Actionable Insights into Project Profitability with cost, revenue and profit updated in real time
About Sales Creatio
Sales Creatio is a cloud CRM system for comprehensive sales force automation from lead management to large enterprise sales. Employ out-of-the-box reference processes to manage the entire sales cycle! Creatio recognized in Gartner 2016 Magic Quadrant for the CRM Customer Engagement Center, as well listed in Five Categories of The Gartner CRM Vendor Guide 2016 (SFA, Partner Relationship Management, Inside Sales and Customer Service Software).
There are three editions available: team, commerce and enterprise. Prices start from $25 per user / month.
Product Features
360° customer view
Opportunity management
Orders and invoices
Sales forecasting
Products and services
Collaboration tools
Quote management
Contract management
Document flow automation
Project management
Field sales
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
API
Batch Permissions & Access
Budgeting
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Expense Tracking
External Integrations
Gantt Charts
Multi-User
Notifications
Scheduling
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Travel Management
Time Management
Resource Management
Collaboration Support
Features
API
Audience Targeting
Budgeting
Calendar Management
Contact Management
Contact Sharing
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
Expense Tracking
External Integrations
Forecasting
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Project Management
Referral Tracking
Scheduling
Supplier Management
Third-Party Plugins/Add-Ons
Travel Management
Call Tracking
Call Disposition
Softphone
Sales Motivator
Summary
Contact Histories: In the Contacts portion of the application, users are able to search for contacts by name or organization.
Timeline Views: Deals are arranged by their expected close dates, allowing salespeople to discover which activities they should be working on before deals get stale.
Sales Forecasting: Our Forecasting tool is akin to having a personal sales manager, except it can’t fire you if you don’t make your targets. It helps you to pick the right deals and activities to focus on, so you won’t experience nasty surprises at the end of the month.
Sales Pipelines:We’ve built our software around a proven sales pipeline management methodology. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organised and stay in control of a complex sales process.
Reporting Capabilities: With Pipedrive, salespeople track any number of metrics, including the number of calls made by individual team members and the number of pitches completed in a given period of time.
Summary
Project Portfolio Management with machine-learning capabilities
Real-time automatically generated reports on both project-, and business level
Predictable, and profitable agile / scrum and waterfall projects
Easy to use
Live chat support
Cloud-based
Real-time reports & insights
Task Management
Scheduling & employee utilization
Budget
Summary
No key features associated with this application.
Pricing
Pro
$49.00
per seat/month billed annually
Included in plan:
AI Work Automation
Project & Portfolio Management
Resource Management
Team collaboration
Time Management
Business Intelligence
Premium Integrations
Finance & Billing
Retainer Management
Lite
$29.00
per seat/month billed annually
Included in plan:
AI Work Automation
Project & Portfolio Management
Resource Management
Team collaboration
Time Management
Business Intelligence
Integrations
Pricing
Team
$25.00
1 user(s) / month
Included in plan:
360° customer view
Collaboration tools
Business process management
Lead management
Document flow automation
Knowledge management
Mobile app
Analytics
Synchronization and integration
Customization and administrative tools
Customization and administrative tools
Out-of-the-box process for large sales
Products and services
Commerce
$30.00
1 user(s) / month
Included in plan:
360° customer view
Collaboration tools
Business process management
Lead management
Document flow automation
Knowledge management
Mobile app
Analytics
Synchronization and integration
Customization and administrative tools
Orders and invoices
Products and services
Product catalogue management
Enterprise
$50.00
1 user(s) / month
Included in plan:
360° customer view
Collaboration tools
Business process management
Lead management
Document flow automation
Knowledge management
Mobile app
Analytics
Synchronization and integration
Customization and administrative tools
Opportunity management
Out-of-the-box process for large sales
Orders and invoices
Sales forecasting
Contract management
Products and services
Product catalogue management
Project management
FAQs
Who are the main user groups of this service?
Sales departments in small and mid-sized businesses.
What is this service generally used for?
Pipedrive is used as a sales pipeline management tool.
What platforms does this service support?
This solution works on both desktops and mobile devices, thanks to native iOS and Android applications.
What are some applications this service is commonly used in tandem with?
Pipedrive is commonly used with dapulse, ActiveCampaign, and Userlike Live Chat.
Does this service integrate with any other apps?
Pipedrive integrates with multiple of third-party applications, including Dropbox, Google Apps, Google Drive, and Highrise. A Google Maps integration makes it easy for salespeople to see their customers on interactive maps.
Does this service offer an API?
It offers REST API.
Does this service offer guides, tutorials and or customer support?
Support offered: FAQs, a Knowledge Base, Online Support, Phone Support, Video Tutorials.
FAQs
Does this service offer multi-user capability (e.g. teams)?
The whole company is welcome in Forecast. Invite your team members and see the value of having everything connected in one platform.
Who are the main user groups of this service?
The biggest segment consists of Project--based companies that needs a resource an project management platform to optimize their utilization, profitability and drive business performance. The companies often work with agile and waterfall projects. Though, we do also see other types of businesses joining in, incl. organizations and universities.
What are some applications this service is commonly used in tandem with?
Forecast can be used alone or together with the existing tools you already use. Have your developers work in Jira, and run the project in Forecast. Or run your projects and integrate Quickbooks for a better understanding of the profitability of your projects. Forecast is easy to integrate, just let us know if you are missing an integration, we might have it in the pipeline.
Does this service offer guides, tutorials and or customer support?
There is a full-featured support guide available on the website, and a live chat support ready to help with any questions you might have.
Does this service offer an API?
Yes.
What is this service generally used for?
Planning, estimating, and running agile / scrum and waterfall projects. Full-featured with work-breakdown, backlog, storyboard, taskboard and real-time reports. Scheduling, employee utilization, etc. is also nicely integrated and included in the software.
What platforms does this service support?
Web-app, running directly in your browser.
Does this service integrate with any other apps?
Yes, you can read more about all our Apps & Integrations on our website. If you are missing your favorite tool, then don't hesitate to reach out. It might already be in the pipeline.
FAQs
Who are the main user groups of this service?
Enterprises
Mid-size companies
Startups
Small companies
Does this service offer guides, tutorials and or customer support?
Support:
Phone support
Knowledge base
Customer success management
Academy
Community
ITIL/ITSM
What is this service generally used for?
Account and contact management
Intelligent data enrichment
Data enrichment through social media
Profile completeness
Customer segmentation
Interactions and communication history
Search and merge duplicates
Customer database analytics
What are some applications this service is commonly used in tandem with?
Twitter,
Facebook,
Google Contacts and Calendars,
LDAP,
IMAP,
MS Exchange,
Google Maps,
OpenStreetMap,
MailChimp / Mandrill
Does this service offer an API?
Creatio provides open configuration and extensive API to allow any customizations and integrations required for your business.
What platforms does this service support?
Platforms: Android, iOS, Mac, Windows, Web-based.
Does this service offer multi-user capability (e.g. teams)?
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