Compare RocketBolt vs BuddyCRM vs Workteam Planner

BuddyCRM

CRM
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Crozscore:

75%
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100%
34%
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Crozscore:

71%
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27%
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RocketBolt screenshot view 5 more BuddyCRM screenshot view 3 more Workteam Planner screenshot view 3 more

Software Description:

RocketBolt is a simple, yet powerful lead tracking tool that decreases the amount of time sales teams waste researching and monitoring leads.RocketBolt integrates seamlessly with your current marketing and sales workflows to record lead activity.Once a high-priority lead is identified, RocketBolt continuously monitors that lead's activity - on your website, in the news, and across social media; and alerts sellers to key strategic contact opportunities in real time.

Software Description:

Sales team focus - If they buy in and see the benefit, then the management data will be gold dust.

Easy to Use - We try and make sure no action in BuddyCRM takes more than 3 clicks.

Link with other systems (such as ERP and accounting) to display all customer information in one place, giving a single customer view.

Real-time management information through Buddy dashboards.

Interrogate your data in different ways to generate targeted campaign lists. Track the ROI on your marketing budget.

Software Description:

Workteam Planner provides teams with an incredibly visual way to collaborate together on projects. With just a few clicks you can create a new plan, build a team, assign tasks and keep everyone up-to-date with the progress of work.

Using standard social features, such as comments, likes and mentions, users can collaborate around individual work items to ensure great outcomes.

Burn-up charts give an instant overview of team progress and an estimate of when the project will complete.

Fully customizable fields and views let you easily represent your team's projects, plans or deliverables.

Workteam Planner is the perfect planning and progress tracking tool for any industry. From creating a marketing plan, to communicating your company goals, to managing your team's sprint.

Features:

Features:

Features:

  • Task Scheduling/Tracking
  • Dashboard
  • Data Visualization
  • Forecasting
  • Project Management
  • Notifications
  • Multi-User

Summary:

  • Integration: Integrates with all major marketing automation and email platforms such as Gmail and Outlook.

  • 24/7 Lead Monitoring: Across the news and social media with instant alerts about relevant sales opportunities.

  • Real-time tracking of sales leads on your website, and one-click lead and data syncing with Salesforce.

Summary:

  • Record, track and manage activities with customers and prospects in one central, easy to use feed

  • Sync sent and received emails, with attachments, from any e- mail platform including mobile

  • Lead tracking and management

  • Customisable dashboards

  • Opportunity tracking and management

  • Dedicated Manager Module for tracking sales team activity levels and highlighting trends

  • Mobile through tablet and iOS app.

  • Ongoing support and assistance

Summary:

  • Organize work into buckets representing different categories or phases of work.

  • Keep the entire team up to date with project status.

  • Uses standard social features, such as comments, mentions and likes to let employees collaborate on individual work items.

  • See a visual representation of progress and an estimate of when a project will be completed.

Pricing:

  • Starting from: $39.00/month
  • Credit card required: N/A
  • Free users get up to 500 tracked emails per month and unlimited CRM contacts and usage.
    Premium tiers start at $39 per seat/per month after a one month free trial.
    Pricing increases as the number of tracked and monitored leads in the system increases.

Basic

$3.00
1 user(s) / month
Included in plan:
  • Workteam planner

FAQs:

    No FAQs associated with this application.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes, there is an online user guide and customer support is provided by email during normal business hours.

  • What is this service generally used for?
  • Workteam is a great tool for planning, task assignment, tracking, collaborating and estimating completion of projects.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. It supports a full organization hierarchy structure and any number of defined virtual teams.

  • What are some applications this service is commonly used in tandem with?
  • Marketing campaign planning
    Design agency planning
    Ideas generation
    Team task assignment

  • What platforms does this service support?
  • Web app, compatible with mobile browsers.

  • Who are the main user groups of this service?
  • Any sized organization that wants to empower their teams to collaborate more effectively in order to get things done.

Publisher:

Founded:
-
Based in:
San Francisco
Employees:
-
Likes:
555
Followers:
5.08k

Publisher:

Founded:
2009
Based in:
-
Employees:
11-50
Likes:
Followers:
86

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
79
Followers:
20

Other:

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

Other:

Regional Restrictions:
No restrictions.

Other:

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