Compare Saleswah vs Insightly vs bpm'online CRM

Saleswah

CRM
 (0)

Insightly

CRM
 (535)
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Crozscore:

52%
what is this?
25%
interest falling

Crozscore:

91%
what is this?
92%
49%
interest falling

Crozscore:

84%
what is this?
100%
43%
no significant changes
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Software Description:

Saleswah CRM helps small businesses sell to and service other businesses and individuals. Our features include:

Sales

  • Funnel, territory, and hierarchy management.
  • Appointments, tasks, and meetings.
  • Contact and account profiles.
  • Products list with pricing.
  • Quotes, proposals, and purchase orders.
  • Deal management with an automatic assessment of deal maturity.

Service

  • Shipment and installation.
  • Warranty and AMC.
  • PM calls auto-scheduling.
  • Repair calls.
  • Visit management.
  • Comprehensive reports and dashboards.

Mobile apps: Windows Phone, Windows desktop, and Android

Integration: Google Contacts and Calendar, Microsoft Office 365, Outlook

Software Description:

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

Software Description:

BPMonline CRM is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love bpm’online’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Bpm’online has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

  • Bpm’online marketing: multichannel marketing software to deliver demand generation excellence.

  • Bpm’online sales: sales force automation to manage the complete sales cycle — from lead to repeat sales.

  • Bpm’online service: innovative customer service tools to deliver exceptional customer experience.

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Features:

  • Task Scheduling/Tracking
  • External Integrations
  • Email Integration
  • Contact Management
  • Google Apps Integration
  • Data Visualization
  • Multi-User
  • Forecasting
  • Lead Management
  • Lead Scoring
  • Scheduling
  • Data Import
  • Dashboard
  • Customer Management
  • Calendar Management

Features:

  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

Features:

  • Time Management
  • Project Management
  • Travel Management
  • Dashboard
  • Calendar Management
  • Customer Management
  • Third-Party Plugins/Add-Ons
  • External Integrations
  • Data Import
  • Forecasting
  • Lead Scoring
  • Lead Management
  • Contact Sharing
  • Marketing Automation
  • Contact Management
  • Email Integration

Summary:

  • Keep contacts synced and deduplicated across phone, Outlook and Google

  • Maintain full history or all interactions for all contacts and accounts

  • Schedule and track activities and locations

  • Sync contact, tasks and calendar with Google and Microsoft

  • Deal scoring algorithm helping your sales team focus on right opportunities

  • Hierarchy and team management

  • Windows desktop, phone and Android Phone apps

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Sales CRM

$180.00
1 user(s) / year
Included in plan:
  • Unlimited contacts, accounts, deals, tasks, quotes etc

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Saleswah CRM effortlessly scales with team sizes and hierarchies.

    Saleswah can be used by as many users as you want with pre-defined roles including sales, marketing, and field service.

    The users can be in teams and hierarchies within their roles. All data access and functionality is on strict hierarchy and role based rules.

  • What is this service generally used for?
  • Sales team and territory management:

    Managing sales leads from log to close.
    Managing customer profiles.
    Managing and tracking customer engagements.

    Service team and territory management:

    Warranty and contract management.
    Installed base management.
    Service call management and scheduling.

  • What are some applications this service is commonly used in tandem with?
  • Google suite for work, Microsoft Outlook, and Office 365.

  • Who are the main user groups of this service?
  • Sales, Marketing, Field Service, Line Management, and Senior Management from small and mid size companies.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. We offer support through web based tutorials, email, and phone.

  • What platforms does this service support?
  • Web, Windows Phone, Windows Desktop, and Android.

  • Does this service offer an API?
  • Not yet.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • What is this service generally used for?
  • Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

    bpm'onlise sales - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*

    *bpm'online service *- innovative customer service tools to deliver an exceptional customer experience.

    *bpm'onlie marketing *- multichannel marketing software to deliver demand generation excellence.

  • What are some applications this service is commonly used in tandem with?
  • Integration:

    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

  • Does this service offer an API?
  • Bpm'online 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.

Publisher:

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

Publisher:

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Publisher:

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

Other:

Who uses Saleswah
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • Android
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses bpm'online CRM
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Italian, Turkish, Arabic, Portuguese, Russian, Polish, Hebrew, Spanish, French, German, English
Regional Restrictions:
No restrictions.
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