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Total Contacts 50.000
Total File Storage 50 GB
Contact Management Module
Sales Tracking Module
Email Marketing Module
System Reminders & Alerts
QuickBooks Online Sync Contact + Transaction Sync
Google Contacts Sync
Google Calendar Sync
Social Media Tracking
Unlimited Access to All Features including Mobile
Full Offline Capability
Accounts, Contacts, Leads, Opportunities Unlimited
Pipeline & Archive Management
Tasks, Appointments Unlimited
Document Storage 2 GB
Alerts & Notifications
Built-in Internal Messaging
Accounts and Contacts Auto Profiling
Automatic Task Scheduling
Visual Buying Center
Visual Org Chart
Dynamic Velocity View
Dynamic Opportunity Timeline View
Dynamic Target Views
Target Multiple KPIs
Sales automation and forecasting
Marketing lead management
Call center automation
Reporting & Dashboards
Cloud or on-premise deployment
Unlimited Studio customizations
Unlimited online support
Support for MySQL and SQL Server (On-Site)
Revenue Line Item Level Opportunity Tracking Forecasting
Product Level Quotes
100 Concurrent Customer Self-service Portal Users
SQL-Based Reporting Access
Support for Oracle and DB2 (On-Site)
12x5 (hours/days) Email and Phone Support
I have been using InfusionSoft for almost 2 years now and compared to all the other comparable systems I have personally used or tried out it is by far the best system available. So much more of a CRM than with many more features it is a very robust system. It includes a fairly easy to set up email drip funnel systems, e-commerce, the ability to apply tags and define lists, creates very intelligent email campaigns and much more. It is not for the faint of heart, but for someone serious about building their business and about marketing. andnbsp; andnbsp;
I really love using Pipeliner. It has made my life so much easier!andnbsp; The functionality is spot-on. It gives us greater visibility of what is happening per team, per sector, per campaign we are running.andnbsp; It's really easy to use and powerful on the screen in meetings. I particularly like being able to jump from view to view and also the velocity option.andnbsp; I find the Navigator really good too, especially for summarising overdue tasks and the upcoming activities bar at the right hand side, makes planning even easier. The support is also excellent, my contact Todd is always available for any queries. His knowledge of the tool is first class and he has helpful suggestions to make everything run smoother. Recommended!
Sugar CRM is one of the best open source CRM software in the world. It is one of the most customization friendly CRM which can be tweaked according to needs of sales, marketing and other teams. Even without customization, Sugar CRM caters to most of the needs of sales, marketing and customer support departments. Complete customer profile and past interactions are available on Sugar CRM interface. It even integrates with various social media platforms and pulls all the information so that customer support and sales teams know about the customer and their views about their company. Everything can be tracked from what campaigns the customer was targeted, whether customer was exposed to the campaign and what services or products the customer is interested in.
Sugar CRM offers complete customization facility using Sugar Studio. Sugar Studio is a web based tool which helps to add custom functionalities or remove any functionality from the dashboard. This offers customization at the most granular level. Everything from a screen to a particular logic can be modified to suit or match the way your enterprise or teams work. Sugar CRM offers a free community version for the small and medium organizations and a commercial version which can be hosted on the company’s servers for higher security of your customer data. Sugar CRM has also launched Sugar Exchange where commercial CRM version users can find a host of third party applications to enhance the functionalities for their CRM. Sugar CRM offers a broad set of APIs which enables it developer partners to develop a large number of applications that can seamlessly integrate with Sugar CRM. Even the source code is available to the developers being an open source which makes these third party applications a lot better.
There is a minimum requirement of 5 users and a subscription of one year for all paid versions. This is a deviation from the industry standards where most of the CRMs require a commitment of only 1 user. It restricts small and medium enterprises to use Sugar CRM. Customer support is not uniform for all the versions. Telephonic support should be available for all the customers with paid versions rather than only to customers with Enterprise or Ultimate versions.
This is the Microsoft Dynamics of the CRM world. Software made to sell itself, meaning if someone demos it to a CEO, they'll be massively impressed. A CRM is as good as it's usage by salespeople. This CRM struggles to get that.
Thursday 02 October 2014
Infusionsoft includes everything you'd need to identify your customers' needs, customize marketing to them, actually sell your real products, and make sure you're staying on top of everything you need to do at the same time. And it’ll even let you know how you’re doing at marketing.More about Infusionsoft
Saturday 17 May 2014
If you are prioritizing customer relationship management, BigContacts will give you that focus. I can see both sales and marketing teams getting value from BigContacts in sectors as diverse as commodity sales, services, technology, publishing, real estate, and non-profit. Endorsements on the company website attest to widespread user-enthusiasm for BigContacts.More about BigContacts
Thursday 22 May 2014
Pipeliner is the first CRM application to really link method with process. The method is the logical sequence of events in the customers buying steps, and how this translates into what the sales organization does to move an opportunity forward.More about Pipeliner CRM
Wednesday 31 December 1969
SFA is very sales-process oriented. The natural account sales stage progression—from a suspect to a lead to a contact to an opportunity and to a win or a loss—can be accomplished with one or very few clicks and from single instance page views. The user interface is uncluttered, simple and gets the job done in a minimum number of keystrokes, but as mentioned it lacks the inviting user experience of a Web 2.0 or consumer technologies application.More about SugarCRM
Friday 10 July 2015
What do you like best?The Sales Person follow up with you to close the deal. What do you dislike?Infusionsoft pays $500 referral fees to affiliates. Sales person misleading and false promises at sales stage. They will drag on and not let you cancel the subscription. Recommendations to others considering the productIf you are a SME Look for other product that requires less or no upfront. Infusionsoft uses your upfront cost to pay the affiliates that bring you in. So they entire business economics is not in favour of you. If you need such a BIG product at the first place. If you are big enough, consider SAP. SAP lives on customer service.What business problems are you solving? What benefits have you realized?This product is not suitable for our business. And we encounter lots of issues cancelling the subscription. Infusionsoft charges $2000 start up cost +$299 per month of service fee. Evan Samurin (the Sales) says if it is not for our company, they will do something to credit the upfront $2000 back to us. After we used it for a month our A/P emailed Evan saying infusionsoft is not for us, Evan says that he will forward the message to customer service. I haven't heard from infusionsoft again, We have followed up with Evan with no reply. Our company credit card is billed month after month, which forced our company to call the credit card and cancel the card. Then someone from Infusionsoft customer service, Blake Ghormley emailed us saying we have unpaid balance. We asked Blake to communicate with Evan and credit us back for the months that I didn't use. Blake Ghormley disappeared again. The problem of this product is, Infusionsoft pays $500 referral fee to the person introduce...More about Infusionsoft
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