Compare Solve Client Manager vs Rapportive vs Copper

Copper

CRM
 (718)
More Information More Information More Information

Crozscore:

81%
what is this?
76%
41%
interest rising

Crozscore:

90%
what is this?
90%
37%
interest rising
Solve Client Manager screenshot view 2 more Rapportive screenshot Copper screenshot view 2 more

Software Description:

A sophisticated CRM refined into a simple app with a web portal. Chosen by thousands to manage day-to-day operations, client activity and pretty much anything else—jobs, properties, projects, claims, cases, assets, etc.

Solve connects your business through the devices your staff already love using and presents what's important to them in a simple and straightforward manner. It will never feel 'complicated.'

You won't find a better CRM for:

  • Use on a phone and tablet
  • Working quickly
  • Managing activity and relations between clients and your service
  • Dropping notes/photos/follow-ups, filling out forms and checking details
  • Embedded mapping and geolocation assist
  • Google email and calendar integration
  • Accessing CRM directly in Google Sheets

Software Description:

RAPPORTIVE HAS BEEN ACQUIRED BY LINKEDIN AND IS NOW CALLED SALES NAVIGATOR FOR GMAIL

Rapportive builds relationship management straight into your email. Find out who’s just sent you mail — Who are they? Where are they? What do they do?

With this information, you can now take action to establish rapport, grow your social networks or store thoughts for later.

Software Description:

Copper's customer relationship management system gives you everything you need from sales lead to close.

Copper helps users to create a repeatable sales process with a wide range of features including sales reports and analytics, visual pipeline management, multiple device usability, integration with most existing systems across accounting, HR, marketing, etc.

Features:

  • Click-to-Dial
  • Call Tracking
  • Dashboard
  • Scheduling
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Multi-User
  • Inventory Tracking
  • Google Apps Integration
  • Project Management
  • Marketing Automation
  • Notifications
  • Email Integration
  • Data Export
  • Data Import
  • Data Visualization
  • 2-Factor Authentication
  • Contact Sharing
  • Contact Management
  • External Integrations
  • Batch Permissions & Access
  • File Sharing

Features:

Features:

  • Contact Management
  • Contact Sharing
  • Lead Management
  • Project Management
  • Social-Media Integration
  • Email Integration
  • Forecasting

Summary:

  • iPhone, iPad, and Android Apps

  • Intuitive Interface

  • Google and Microsoft Sign-in

  • Google Calendar Integration

  • Flexible Contact and Project records

  • Workflow Automation

  • Priority Management

  • Failsafe Handoff Protocol

  • Notifications and Reminders

  • Responsive Support

Summary:

  • Discover everything about your contacts right inside your inbox.

  • Establish rapport and grow your social network easily.

Summary:

  • Detailed sales reports and analytics.

  • Stay on top of leads across multiple devices.

  • Visualize your pipeline to predict what’s going to close and when.

  • Works across entire Google Apps portfolio.

  • Integrates with all your existing systems.

Solve Client Manager

$25.00
1 user(s) / month
Included in plan:
  • 25GB/User

FAQs:

    Who are the main user groups of this service?
    • HVAC
    • Real Estate
    • Home Service Professionals
    • Financial Advisors
    • Mortgage Brokers
    • Insurance Brokers
    • Manufacturing
    • Education
  • What is this service generally used for?
    • Contacts Management
    • Task Management
    • Project/Job/Site Management
    • Field Staff/Dispatching
    • Traveling Salespeople
  • What are some applications this service is commonly used in tandem with?
  • G-Suite, MS Azure, Xero, Wufoo, Zillow/Trulia, Inbox, Freshbooks, MailChimp, Constant Contact, Zendesk, and Zapier.

  • Does this service integrate with any other apps?
  • G-Suite (Gmail, Calendar, Sheets, and SSO), MS Azure, Xero, Wufoo, Zillow/Trulia, and Inbox/Gmail/Outlook.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, for an unlimited number of users and teams.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • At additional cost.

  • What platforms does this service support?
  • Google and Microsoft based email.

FAQs:

    No FAQs associated with this application.

FAQs:

    No FAQs associated with this application.

Publisher:

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

Publisher:

Founded:
2010
Based in:
San Francisco
Employees:
2-10
Likes:
1.96m
Followers:
14

Publisher:

Founded:
2014
Based in:
San Francisco
Employees:
11-50
Likes:
Followers:

Other:

Who uses Solve Client Manager
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
Works in most English speaking countries, Europe, and parts of Asia, Africa, and South America

Other:

Who uses Rapportive
  • Personal
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
Back to top