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description: Page 7 - Discover the best Mortgage CRM Software for your organisation. Compare top Mortgage CRM Software tools with customer reviews, pricing and free demos.
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title: Page 7 - Best Mortgage CRM Software - 2026 Reviews, Pricing & Demos
---

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# Mortgage CRM Software

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## Products

1. [Breezz](https://www.softwareadvice.com.au/software/76809/breezz) — 4.7/5 (3 reviews) — Breezz is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses acr...
2. [Onpipeline](https://www.softwareadvice.com.au/software/91087/onpipeline) — 4.3/5 (3 reviews) — Unique CRM tools for organizing data, overseeing leads, managing deals and the entire sales process, tracking activit...
3. [MyBasicCRM](https://www.softwareadvice.com.au/software/113691/mybasiccrm) — 4.3/5 (3 reviews) — MyBasicCRM is a customer relationship management solution that helps businesses in various sectors manage service-spe...
4. [SpiceX](https://www.softwareadvice.com.au/software/3387/spicecsm) — 4.3/5 (3 reviews) — SpiceCSM offers an array of powerful products and services that have been developed to increase the success and effic...
5. [Reflect CRM Software](https://www.softwareadvice.com.au/software/4946/reflect-crm) — 3.0/5 (2 reviews) — Reflect CRM is an on-premise customer relationship management solution that enables businesses to manage customer rel...
6. [VIZOR IT Asset Management](https://www.softwareadvice.com.au/software/21274/vizor-complete) — 4.5/5 (2 reviews) — VIZOR ServiceDesk from Vector Networks is a cloud-based modular IT management platform that helps businesses to manag...
7. [Synthetix](https://www.softwareadvice.com.au/software/148378/synthetix-faqtagent) — 4.0/5 (2 reviews) — faqtAgent by Synthetix is a cloud-based multichannel self-service customer service solution for call center agents. S...
8. [Amphis Customer](https://www.softwareadvice.com.au/software/10898/amphis-customer) — 4.0/5 (2 reviews) — Amphis Customer is an on-premise customer relationship management (CRM) solution for small and midsize organization. ...
9. [Auric Prospector](https://www.softwareadvice.com.au/software/11406/auric-prospector) — 2.5/5 (2 reviews) — Auric Prospector is a customer relationship management (CRM) platform designed for small and midsize businesses. Key ...
10. [Ivinex CRM](https://www.softwareadvice.com.au/software/4211/ivinex) — 4.5/5 (2 reviews) — Ivinex is a CRM platform that includes features like contact and account management, sales force automation, custom w...
11. [Richdesk](https://www.softwareadvice.com.au/software/27576/richmond-servicedesk) — 4.5/5 (2 reviews) — Richmond ServiceDesk is a cloud-based service desk solution that helps businesses tracks issues, service requests and...
12. [HelpdeskEddy](https://www.softwareadvice.com.au/software/6099/helpdeskeddy) — 5.0/5 (2 reviews) — HelpDesk Eddy is a customer support software for any size business in a variety of industries. The solution provides ...
13. [Lucep](https://www.softwareadvice.com.au/software/36567/lucep) — 4.5/5 (2 reviews) — Lucep is a cloud-based customer relationship management (CRM) tool suitable for businesses of all sizes. The Lucep on...
14. [OnSite CRM](https://www.softwareadvice.com.au/software/44312/onsitecrm) — 5.0/5 (2 reviews) — OnsiteCRM is a cloud-based customer relationship management (CRM) solution that helps businesses across various indus...
15. [Infer](https://www.softwareadvice.com.au/software/105576/infer) — 4.0/5 (2 reviews) — Infer is a predictive sales and marketing tool that combines artificial intelligence (AI) and custom algorithms to de...
16. [BluMortgage](https://www.softwareadvice.com.au/software/182491/blumortgage) — 5.0/5 (2 reviews) — BluMortgage is a cloud-based customer relationship management (CRM) solution designed to help mortgage businesses str...
17. [Tabrasa](https://www.softwareadvice.com.au/software/161608/vip) — 3.0/5 (1 reviews) — Vantage Integrated Production (VIP) is a cloud-based mortgage sales and marketing process management solution that of...
18. [eSalesTrack](https://www.softwareadvice.com.au/software/10994/esalestrack-crm) — 5.0/5 (1 reviews) — Soleran's eSalesTrack is a cloud-based customer relationship management (CRM) solution designed for small and midsize...
19. [LeadPro CRM](https://www.softwareadvice.com.au/software/11118/leadpro-crm) — 4.0/5 (1 reviews) — LeadPro CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize companies...
20. [KIZEN](https://www.softwareadvice.com.au/software/46313/kizen) — 5.0/5 (1 reviews) — Kizen offers a cloud-based suite of marketing, customer relationship management (CRM) and sales tools suitable for sm...
21. [Kloudville](https://www.softwareadvice.com.au/software/167893/kloudville) — 5.0/5 (1 reviews) — Kloudville is a cloud-based enterprise resource planning (ERP) solution that caters to wholesalers, distributors and ...
22. [Wolken ServiceDesk](https://www.softwareadvice.com.au/software/78036/wolken-service-desk) — 4.0/5 (1 reviews) — Wolken Service Desk is a cloud-based solution that helps businesses streamline the entire IT service management lifec...
23. [Web+Center](https://www.softwareadvice.com.au/software/2084/web-center) — 5.0/5 (1 reviews) — Web+Center is a suite of open source, customizable help desk solutions for IT organizations in almost any industry. T...
24. [Whisbi](https://www.softwareadvice.com.au/software/161194/whisbi) — 5.0/5 (1 reviews) — Whisbi is a cloud-based customer service and support solution designed for customers of multiple sizes. It offers rea...
25. [Second CRM](https://www.softwareadvice.com.au/software/18564/second-crm) (0 reviews) — Second CRM offers a contact database with sales and marketing capabilities built for small to midsize businesses. It ...

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Main CRM features include lead & opportunity management, quoting, product & price list, order/job management, advanced reporting, task management, geolocation and calendar integration. MyBasicCRM offers code-free customization and unlimited custom fields & pages.\n\n\nMyBasicCRM is mobile friendly. It includes an advanced permissions module, which lets administrators configure role-based access for dealers, client representatives and branch supervisors. Additionally, it allows users to connect the platform with social media channels, including Facebook and Instagram and capture information about prospects into the CRM.\n\n\nMyBasicCRM facilitates integration with email marketing, VoIP, cloud PBX, accounting and other applications, allowing businesses to import and export crucial information.\n\n\nAll features are included in a single priced monthly plan.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4f0a5ff-fbbb-4123-89df-3ca9d96e0f44.png","url":"https://www.softwareadvice.com.au/software/113691/mybasiccrm","@type":"ListItem"},{"name":"SpiceX","position":4,"description":"SpiceCSM offers an array of powerful products and services that have been developed to increase the success and efficacy of any customer care organization. Supporting businesses of any size with 20 or more agents, SpiceCSM offers companies a unique, innovative way to quickly adapt to the needs of their customers, and easily scale their support infrastructure as the company grows.\n\n\nWhat makes SpiceCSM unique is that it combines corporate and customer support into a single Customer Engagement Platform. This platform can be molded to support the needs of a number of verticals, including ISP tech support, higher education, help desk, multi-brand contact centers, and more.\n\n\nUsing powerful cloud-based decision tree functionality, both the guided and the self-service implementations of SpiceCSM help customers quickly resolve their issues. These decision trees use intuitive guided process workflows to present information dynamically to the support reps, helping to minimize training time, reduce agent turnover, and cut costs, all while providing a more effective way to support your customers.\n\n\nKey features in SpiceCSM include case and ticket management, a robust business rules engine, reporting and analytics, inbound and outbound scripting, CRM, and guided self-service. We recommend SpiceCSM to any business looking to optimize their customer care activities, lower agent training costs and downtime, and provide their customers overall with consistently excellent service.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a968fd55-185f-4364-81ce-653266804a76.png","url":"https://www.softwareadvice.com.au/software/3387/spicecsm","@type":"ListItem"},{"name":"Reflect CRM Software","position":5,"description":"Reflect CRM is an on-premise customer relationship management solution that enables businesses to manage customer relationships and databases. It is suitable for individuals or small businesses looking to manage their contacts and track interactions.\n\n\nReflect CRM key features include contact management and sales force automation functionality, including customer profiles, note-taking, interaction tracking, tasks, events and basic reporting.\n\n\nThe solution consolidates customer information across an organization which enables users to get insight into their clients and customers for decision making. Reflect CRM also allows users to automatically import information from Outlook contacts and other databases. Although Reflect CRM is an on-premise solution, its web access mode enables mobile access, as well as access for multiple users on a single account. It supports Windows and Mac OS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b82eb092-9eca-4d90-8701-fedbd1ad29f4.png","url":"https://www.softwareadvice.com.au/software/4946/reflect-crm","@type":"ListItem"},{"name":"VIZOR IT Asset Management","position":6,"description":"VIZOR ServiceDesk from Vector Networks is a cloud-based modular IT management platform that helps businesses to manage their IT and software related assets and services. Additionally, it also helps businesses to manage the licenses and incidents of software installed on the employees’ systems.\n\n\nPurchase information, location tracking and depreciation calculation allow for asset visibility that helps businesses to keep a record of allottees. VIZOR ServiceDesk provides features such as issue tracking, change management, knowledge base, SLA support and a self-service portal.\n\n\nVIZOR ServiceDesk automates the most frequent IT requests, like user provisioning and employee onboarding. Users can assign assets to new employees and recover from them when they leave. Vizor can also be installed locally as an on-premise application and is available on a pay-as-you-go pricing model. The solution offers seamless integration with Microsoft System Center infrastructure (SCCM).\n\n\nSupport is available via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1ff95465-bf00-4758-b4b3-f91571461fae.png","url":"https://www.softwareadvice.com.au/software/21274/vizor-complete","@type":"ListItem"},{"name":"Synthetix","position":7,"description":"faqtAgent by Synthetix is a cloud-based multichannel self-service customer service solution for call center agents. Suitable for organizations of all sizes, its self-service feature enables customers to quickly and accurately answer questions themselves.\n\n\nfaqtAgent’s FAQ search works by using natural language processing (NLP) for quality matches to customer queries. Its learning algorithms automatically reorganize its structure of knowledge base after each customer interaction to present relevant results.\n\n\nThe solution can be integrated with the vendor's live chat customer service solution, which enables escalation to live Web chat with call center agents without major interface change. The online editing feature enables security measures, such as editorial permissions, approval processes and granular logging.\n\n\nfaqtAgent also has a built-in management analytics to access reports on the usage of an organization’s FAQ knowledge base by date ranges and automatic summary email on daily, weekly and monthly basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bead42ae-1576-4006-aa6b-5cc2cd914022.png","url":"https://www.softwareadvice.com.au/software/148378/synthetix-faqtagent","@type":"ListItem"},{"name":"Amphis Customer","position":8,"description":"Amphis Customer is an on-premise customer relationship management (CRM) solution for small and midsize organization. Key features include features contact management, appointments, quotes, estimates, invoicing, job management, mail merge, SMS messaging, email, tasks, reports and more.\n\n\nAmphis Customer enables users to store contact details and customers notes, create individual appointment reminder letters, email or messages. Customers can be organized by group or status to access multiple customers at once. It also allows users to store supplier details along with invoices, payments and credit notes.\n\n\nAmphis Customer's product database can also create purchase orders and store items sold by customers, as well as supplier invoices. Other features include integration with website signups, VoIP SIP phones or Skype, mail merge support, jobs, job sheets, credit notes and expense tracking.\n\n\nAmphis Customer is compatible with Windows and creates documents such as quotes, invoices, receipts and more by using Microsoft Word.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dd7a7e02-6ca1-473f-a0c4-6fa2d5e89fab.png","url":"https://www.softwareadvice.com.au/software/10898/amphis-customer","@type":"ListItem"},{"name":"Auric Prospector","position":9,"description":"Auric Prospector is a customer relationship management (CRM) platform designed for small and midsize businesses. Key features include opportunity management, list management, customer service and support, contact management and reporting. The product is available both in cloud-based and on-premise deployment options.\n\n\nThe solution allows users to view, analyze and update sales pipeline data. Its online sales force automation feature enables users to design customized workflow flowcharts and automate sales processes.\n\n\nAuric Prospector also enables users to track leads during the sales cycle and alert staff in case a lead is stalling. The solution can upload contact information from solutions such as Microsoft Outlook to keep data synchronized. The Microsoft Outlook calendar integration helps users manage daily schedules and record meetings. Auric Prospector's \"One Click Forecasting\" feature can also generate an objective-based revenue forecast.\n\n\nThe vendor offers email support to the customers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/13897b8f-c6e3-4008-97de-de53af88a7f2.png","url":"https://www.softwareadvice.com.au/software/11406/auric-prospector","@type":"ListItem"},{"name":"Ivinex CRM","position":10,"description":"Ivinex is a CRM platform that includes features like contact and account management, sales force automation, custom websites, field service management, call center, inventory tracking and a workflow engine. The solution can be deployed either as an on-premise or web-based solution and is used an across the range of industries including healthcare, manufacturing, retail, technology and much more.\n\n\nThe platform offers customization, allowing users to build new applications and edit existing ones to fit the business requirements. The forecasting feature gives visibility to sales campaign requirements.\n\n\nThis software is for midsize to large businesses. Ivinex offers a free training site that provides a large amount of tutorials, webinars, and documentation for users to access at any time to ease the transition to a new system and continual help for existing users.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/acc216b2-560c-4796-9e17-356a07bbc090.png","url":"https://www.softwareadvice.com.au/software/4211/ivinex","@type":"ListItem"},{"name":"Richdesk","position":11,"description":"Richmond ServiceDesk is a cloud-based service desk solution that helps businesses tracks issues, service requests and configuration details using standardized CMDB (configuration management database) organization methodology. The solution is also available for on-premise deployment. Key features include IT service management, facilities management, human resource management and managed services.\n\n\nRichmond ServiceDesk offers functionalities for customization. Users can make changes to configurations, features and options through a graphical user interface. Furthermore, the solution is designed so that all customizations remain in place even when the software is updated.\n\n\nRichmond ServiceDesk includes a self-service application that allows end users to access a select library of online self-help resources. It also features reporting and analytics dashboards, customizable alerts and stakeholder notifications.\n\n\nRichmond ServiceDesk is available on a monthly subscription basis that includes support via phone, email and through an online self-service portal.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/25593ea6-d436-48be-b024-4045465e26d4.png","url":"https://www.softwareadvice.com.au/software/27576/richmond-servicedesk","@type":"ListItem"},{"name":"HelpdeskEddy","position":12,"description":"HelpDesk Eddy is a customer support software for any size business in a variety of industries. The solution provides a common channel to interact with customers through multiple communication points including emails, website, phone and a service desk portal.\n\n\nUsers can connect their existing mailbox to the system and the solution will read all incoming mail and convert them into tickets. The tickets generated from emails contain all the information sent, including content and attachments.\n\n\nHelpDesk Eddy comes with a personalization option that enables businesses to brand the software according to the needs of the users. The personalization includes the domain name, company logo and more. The software also comes with a functional API that helps businesses to tailor-fit the solution's functionalities according to individual needs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/83666cbb-af4c-4636-b448-f1c6a2bef50c.png","url":"https://www.softwareadvice.com.au/software/6099/helpdeskeddy","@type":"ListItem"},{"name":"Lucep","position":13,"description":"Lucep is a cloud-based customer relationship management (CRM) tool suitable for businesses of all sizes. The Lucep on-site widget helps enable client outreach and lead conversion.\n\n\nLucep’s two-part click to call system can alert sales teams when a potential lead requests a call back. The first available team member will receive the lead, as well as information about the lead and their request. An artificial intelligence engine tracks lead data and provides sales team members with relevant lead information. Lucep also offers a mobile app for iOS and Android, which allows users to respond to leads in the office or off site.\n\n\nA weekly analytics and site-tracking report shows a summary of lead traffic, engaged visitors, leads generated, conversion rate and sales team performance. Lead-specific analytics provides data on individual leads. Lucep can sync with CRM systems such as Salesforce, Netsuite and Sugar.\n\n\nPricing is per user per month.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/21b5cc8b-0d6b-4dde-acdb-4eb2140bcf8e.png","url":"https://www.softwareadvice.com.au/software/36567/lucep","@type":"ListItem"},{"name":"OnSite CRM","position":14,"description":"OnsiteCRM is a cloud-based customer relationship management (CRM) solution that helps businesses across various industry verticals to manage their interactions with existing and new customers.\n\n\nOnsiteCRM offers users communication tools such as built-in dialers with text messenger and an email marketing platform. The solution's reporting suite provides access to call or email reports, conversion ratios, speed-to-contact and analysis functionalities. Users can automate their sales routines and integrate with existing lead providers such as ShoreTel, Outlook, RingCentral, Google Apps and more via APIs and connectors.\n\n\nOnsiteCRM's dialer features data-driven routing, latency management and phone number verification. Users can assign alphanumeric ID tags to outgoing messages in several countries and use text messages to link landing pages, promotion codes or mobile coupons.\n\n\nSupport is offered via phone and email along with an online knowledge repository.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8280c45f-ddb4-4134-9d2c-3a46b10c0709.png","url":"https://www.softwareadvice.com.au/software/44312/onsitecrm","@type":"ListItem"},{"name":"Infer","position":15,"description":"Infer is a predictive sales and marketing tool that combines artificial intelligence (AI) and custom algorithms to deliver the industry’s most accurate lead scores. It analyzes the data collected in CRM and marketing automation systems and discovers the signals that reveal a propensity to buy.\n\n\nInfer’s algorithms provide a detailed roadmap that helps marketing teams to determine which prospects to connect with and which will not convert. For leads requiring additional nurture, Infer maps leads to the appropriate funnel stage and nurture process.\n\n\nBrands can use Infer to improve win rates, optimize account-based marketing (ABM) programs and enable certainty and predictability in their demand generation and lead qualification efforts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/06c38645-684d-4071-b98b-67abd6ce6e50.png","url":"https://www.softwareadvice.com.au/software/105576/infer","@type":"ListItem"},{"name":"BluMortgage","position":16,"description":"BluMortgage is a cloud-based customer relationship management (CRM) solution designed to help mortgage businesses streamline processes related to underwriting, deal management and client communications. The platform allows users to track active mortgages and send progress notifications on application to clients, realtors or lawyers.\n\nBluMortgage integrates with all major systems in Canada including Velocity, Finmo/Lendesk and Filogix. This means that no double entry is ever required and your CRM is always up-to-date for timely and accurate client communications.\n\nBluMortgage comes with lead management, which allows users to communicate with clients and send online applications via emails. It offers a host of features such as contacts management, reports scheduler, data import/export, projects database, application tracking, built-in calendar, and more.\n\nBluMortgage enables users to gain insights into operations, leads, and applications using analytics and key performance indicators (KPIs). Pricing is available on request and support is extended via phone, email and online helpdesk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/28883edb-0768-4e92-b690-dd911602f01e.png","url":"https://www.softwareadvice.com.au/software/182491/blumortgage","@type":"ListItem"},{"name":"Tabrasa","position":17,"description":"Vantage Integrated Production (VIP) is a cloud-based mortgage sales and marketing process management solution that offers applications for marketing and sales automation, partner relationship management and web self-service. It is used by mortgage lenders, banks and credit unions to manage sales, marketing campaigns and business channels.\n\n\nVIP offers a sales presentation module that allows loan officers to create loan presentations using data from loan applications. The artificial intelligence feature lets users customize loan alternatives for the borrower and answer their questions. The solution also helps to prepare loan proposals, manage and generate web leads and maintain regulatory compliance.\n\n\nVIP is SOC II certified and offers RESPA-compliant billing option to its users. It also provides integration with Factual Data, CBC Innovis, Calyx Software and more. Support is offered via phone and through an online web form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/275ea3ea-f9be-4010-9b88-0b330edcac4e.png","url":"https://www.softwareadvice.com.au/software/161608/vip","@type":"ListItem"},{"name":"eSalesTrack","position":18,"description":"Soleran's eSalesTrack is a cloud-based customer relationship management (CRM) solution designed for small and midsize companies. Primary features include sales pipelines, salesforce automation, marketing automation, real-time reporting, and analytics.\n\nOther features include contact management, opportunity management, product management, quota management, activity management, task management, sales forecasting, and analytics. It includes a dashboard to monitor contacts and activities using which organizations can make informed decisions regarding sales processes and lead handling procedures.\n\n\nThe sales force automation allows customers to automate sales processes and helps manage customer communication. It provides a 360-degree view of customers and team members. Users can generate real-time reports of campaign progress, conversion rates, and sales.\n\n\nThe eSalesTrack platform is also available in a mobile edition that allows sales representatives to manage accounts, leads, communications and reports using tablets and smartphone devices. Customer support is offered via email and over the phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/76e404be-e0a5-409c-883c-e17d10f757ac.png","url":"https://www.softwareadvice.com.au/software/10994/esalestrack-crm","@type":"ListItem"},{"name":"LeadPro CRM","position":19,"description":"LeadPro CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize companies. It offers lead management, marketing automation and sales force automation features within a suite.\n\n\nThe lead management application includes lead acquisition, aggregation and distribution functionalities that helps sales divisions collect and organize leads. The lead distribution feature enables users to assign sales leads to the most appropriate sales representative in order to handle customer enquiries. The marketing automation application allows users to manage emails, newsletters and marketing campaigns.\n\n\nLeadPro CRM also features real-time mobile access to lead information, which helps sales representatives carry out field work.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a699a1c8-302d-43fc-9b25-ec1721a5a240.png","url":"https://www.softwareadvice.com.au/software/11118/leadpro-crm","@type":"ListItem"},{"name":"KIZEN","position":20,"description":"Kizen offers a cloud-based suite of marketing, customer relationship management (CRM) and sales tools suitable for small and midsize businesses in a range of industries. Features include contact and lead management, form automation, email syncing, surveys and social media marketing, e-commerce apps and business intelligence tools.\n\n\nUsers can input and track company data, contacts, lead activity and project pipelines. Information can sync automatically between Kizen and email services, and API tools allow for additional integrations. Marketing campaigns can be managed over social media, email, mobile devices and through surveys or events. A broadcast calendar for posts is also available.\n\n\nKizen helps users to create e-commerce apps and pages to sell products and services, supply invoices and offer free trials. A visual automation builder helps users manage marketing and sales processes. Business intelligence reports enable users to track key metrics.\n\n\nPricing is per user per month. Email and phone support is available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/57b20e70-8fea-4e92-9e55-59e40deb0591.png","url":"https://www.softwareadvice.com.au/software/46313/kizen","@type":"ListItem"},{"name":"Kloudville","position":21,"description":"Kloudville is a cloud-based enterprise resource planning (ERP) solution that caters to wholesalers, distributors and e-commerce retailers and helps them to manage their business operations. Key features include inventory management, order management, business analytics and more.\n\n\nKloudville's customer relationship management (CRM) application includes features such as customer profiles, history of quotes and orders, client segmentation and statuses for interactions and contracts. The solution allows users to set up a portal for customers to log in and browse through catalogs, view orders and place new ones.\n\n\nUsers can view dashboards and generate custom reports using Kloudville's analytics application that can help them to make business decisions. Additionally. Kloudville offers users functionalities to manage pricing, billing, issues, expenses and subscriptions.\n\n\nServices offered are priced based on the number of users. Support is available via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5daa2c68-dae1-475f-921a-50d108dd93a2.png","url":"https://www.softwareadvice.com.au/software/167893/kloudville","@type":"ListItem"},{"name":"Wolken ServiceDesk","position":22,"description":"Wolken Service Desk is a cloud-based solution that helps businesses streamline the entire IT service management lifecycle, from receiving change requests to managing incidents. It comes with a self-service portal that allows customers, employees and vendors to raise service requests and automatically route the generated tickets to appropriate agents.\n\n\nWolken Service Desk's configuration management database (CMDB) enables businesses to maintain an audit trail by classifying/tracking changes across configuration item attributes. The service knowledge management system lets users create and update a knowledge repository for customers or internal use, ensuring instant query resolution and collaboration across all verticals. Additionally, administrators can classify and group tickets based on impacts, urgencies and priorities, facilitating workflow efficiency.\n\n\nWolken Service Desk facilitates integration with several third-party solutions such as Incorta, Workday, Liferay and more. Pricing is available on request and support is extended via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/75522166-1e76-4b7a-ad59-661113f13eb6.png","url":"https://www.softwareadvice.com.au/software/78036/wolken-service-desk","@type":"ListItem"},{"name":"Web+Center","position":23,"description":"Web+Center is a suite of open source, customizable help desk solutions for IT organizations in almost any industry. The web-based help desk application can be run on-site or in the cloud. With access to 100% of the source code, organizations can create the ideal customized solution for their unique business needs for applications such as IT help desk, customer support, asset tracking and facilities management.\n\n\nPricing is determined by the number of licensed technicians and is always available for reference on the website, so there are no hidden costs. Web+Center's out of the box, installation approach works for both smaller organizations with a few techs, up to a very large, enterprise-level company.\n\n\nWeb+Center's suite of applications offer both full screen browser applications and now mobile applications for both Android and iPhone phone and tablet mobile devices. The software is used in many applications including IT support, asset management, account management, customer support, and facilities management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f7ef2d5a-ed1a-4cae-b422-003d65e6adad.png","url":"https://www.softwareadvice.com.au/software/2084/web-center","@type":"ListItem"},{"name":"Whisbi","position":24,"description":"Whisbi is a cloud-based customer service and support solution designed for customers of multiple sizes. It offers real-time video communication, co-browsing and web chat features to customers. The solution allows users to embed a call-to-action button on the company's website. Clicking the button initiates real-time video communication between customers and the service representative. At the end of the communication, the customers can share experiences regarding their purchases on social media. Users can also embed the live chat feature on their website to address customer queries more efficiently.\n\n\nWhisbi offers a reporting feature to track customer activity from the start to gain information in order to make more informed decisions about customer support and marketing activities. The conversational Chabot feature helps companies engage with leads and convert these leads into customers. Support is provided via knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1747c5e3-dd1f-4918-b146-894357792190.png","url":"https://www.softwareadvice.com.au/software/161194/whisbi","@type":"ListItem"},{"name":"Second CRM","position":25,"description":"Second CRM offers a contact database with sales and marketing capabilities built for small to midsize businesses. It features lead generation functionality that allows users to consolidate leads from email, website forms and social networks, as well as create filters to segment and qualify leads.\n\n\nUsers can track and monitor prospect activities and set alerts that engage sales reps when prospects signal interest in a product or service. Users can also create personalized email templates that can then be sent to contacts from directly within the CRM system.\n\n\nWith Second CRM, users can plan and set sales targets and filter them based on territories, products, sales rep or sales teams. They can also measure the effectiveness of marketing campaigns, discover where prospects are getting stuck in the sales funnel, calculate cost per lead and tie closed deals back to the original campaign.\n\n\nThe system also has options for creating custom dashboards and charting real-time data.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/027658a2-451d-4dfb-a715-5862f164e0b6.png","url":"https://www.softwareadvice.com.au/software/18564/second-crm","@type":"ListItem"}],"numberOfItems":25}
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