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description: Page 11 - Discover the best Account Management Software for your organisation. Compare top Account Management Software tools with customer reviews, pricing and free demos.
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title: Page 11 - Best Account Management Software - 2026 Reviews, Pricing & Demos
---

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# Account Management Software

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## Products

1. [Contivio Contact Center](https://www.softwareadvice.com.au/software/2720/contivio) — 3.4/5 (13 reviews) — Contivio Contact Center is a cloud-based contact center management (CRM) solution for small and large businesses. The...
2. [LeadByte](https://www.softwareadvice.com.au/software/140497/leadbyte) — 4.6/5 (13 reviews) — LeadByte is a robust software platform crafted to simplify lead management for those who buy and sell leads, making t...
3. [Pega CRM](https://www.softwareadvice.com.au/software/4045/pega-crm) — 3.9/5 (13 reviews) — Pega CRM is an enterprise-level customer relationship management (CRM) solution by Pegasystems that integrates sales,...
4. [Aidium](https://www.softwareadvice.com.au/software/79032/whiteboard-mortgage) — 4.4/5 (13 reviews) — Aidium empowers lenders to finalize more mortgages by enabling smart interactions with borrowers. Aidium is a Mortgag...
5. [ConnectAndSell](https://www.softwareadvice.com.au/software/75927/connectandsell) — 4.0/5 (13 reviews) — ConnectAndSell is the leader in Human + AI sales acceleration. Whether you have an established outbound motion or are...
6. [Woopra](https://www.softwareadvice.com.au/software/74940/woopra) — 4.3/5 (13 reviews) — Woopra is a cloud-based customer analytics solution which helps small to midsize companies manage customer behavior t...
7. [Advantage Anywhere](https://www.softwareadvice.com.au/software/163168/occupancy-advantage) — 4.5/5 (13 reviews) — Advantage Anywhere, created by Genesis Global Solutions, is a sales customer relationship management (CRM) system wit...
8. [AllProWebTools](https://www.softwareadvice.com.au/software/26683/allprowebtools) — 4.6/5 (13 reviews) — AllProWebTools is a cloud-based customer relationship management (CRM) suite for small businesses that offers e-comme...
9. [Better Agency](https://www.softwareadvice.com.au/software/183037/better-agency) — 4.0/5 (13 reviews) — Better Agency is a web-based insurance CRM designed to help property and casualty insurance agents manage leads, camp...
10. [Inside Sales Box](https://www.softwareadvice.com.au/software/31029/inside-sales-box) — 4.5/5 (13 reviews) — Inside Sales Box is a cloud-based customer relationship management (CRM) solution suitable for all businesses that ha...
11. [Bitochon CRM](https://www.softwareadvice.com.au/software/30993/bitochon) — 4.9/5 (12 reviews) — Bitochon CRM is a cloud-based customer relationship management (CRM) solution suitable for individuals and small busi...
12. [Ynot](https://www.softwareadvice.com.au/software/121249/ynot) — 4.3/5 (12 reviews) — Ynot is a comprehensive CRM, admissions, and marketing solution designed specifically for higher education institutio...
13. [Constellation HomeBuilder Systems](https://www.softwareadvice.com.au/software/143941/ConstellationHomeBuilderSystems) — 4.2/5 (12 reviews) — Constellation HomeBuilder Systems provides innovative solutions as standalone or integrated systems, and a team of ho...
14. [Voze](https://www.softwareadvice.com.au/software/443258/Voze) — 4.7/5 (12 reviews) — Voze is a versatile tool that meets sales representatives at their convenience, streamlining the note-taking process ...
15. [Aline](https://www.softwareadvice.com.au/software/66649/Aline) — 4.5/5 (12 reviews) — Aline is an integrated system purpose-built for senior living that connects residents, families, staff, and executive...
16. [Market Leader Professional](https://www.softwareadvice.com.au/software/67437/market-leader) — 2.2/5 (11 reviews) — Market Leader is a cloud-based marketing solution designed to manage customer relationships. The solution caters spec...
17. [Data Dwell Sales Enablement](https://www.softwareadvice.com.au/software/94610/data-dwell-sales-enablement) — 4.7/5 (11 reviews) — Data Dwell Sales Enablement is a cloud-based platform that helps small to large enterprises measure the impact and en...
18. [CustomerGauge](https://www.softwareadvice.com.au/software/108972/customergauge) — 4.8/5 (11 reviews) — CustomerGauge is a customer experience solution, which helps businesses calculate net promoter score (NPS), predict c...
19. [Neon Fundraise](https://www.softwareadvice.com.au/software/339488/neon-fundraise) — 4.2/5 (11 reviews) — Make things easy for donors to start fundraising for your mission. With Neon Fundraise, you'll be able to offer custo...
20. [Membrain](https://www.softwareadvice.com.au/software/140866/membrain) — 4.8/5 (10 reviews) — Membrain by Upstream is a cloud-based sales automation platform with CRM functionality. The solution provides pipelin...
21. [AgentCubed](https://www.softwareadvice.com.au/software/124696/agentcubed) — 4.4/5 (10 reviews) — AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users aut...
22. [HaystackCRM](https://www.softwareadvice.com.au/software/34138/haystackcrm) — 4.7/5 (10 reviews) — HaystackCRM is a cloud-based customer relationship management tool for small and midsize businesses that features ded...
23. [LevelJump](https://www.softwareadvice.com.au/software/77100/leveljump) — 5.0/5 (10 reviews) — LevelJump is a cloud-based sales onboarding and training software that assists growing small to midsize businesses to...
24. [Contact Boss](https://www.softwareadvice.com.au/software/89860/contact-boss) — 4.8/5 (10 reviews) — Contact Boss is a database for managing businesses and non-profit organizations' contacts. It allows companies to cap...
25. [Akero](https://www.softwareadvice.com.au/software/92065/akero) — 4.8/5 (10 reviews) — Designed and developed exclusively for student-specialist marketers and recruiters, Akero, built by Net Natives, help...

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## Related Categories

- [eCommerce CRM Software](https://www.softwareadvice.com.au/directory/3634/ecommerce/software)
- [Sales Enablement Software](https://www.softwareadvice.com.au/directory/595/sales-enablement/software)
- [Barcode Generator Software](https://www.softwareadvice.com.au/directory/3381/barcode/software)
- [CRM for Startups Software](https://www.softwareadvice.com.au/directory/3235/startup/software)
- [Inventory Management Software](https://www.softwareadvice.com.au/directory/4490/inventory-management/software)

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The Sales Media Manager feature helps in identifying possible leads and opportunities within the sales pipeline. The solution supports integration with Outlook, Gmail and other Email service providers to manage emails and schedule meetings from a single interface.\n\n\nPega CRM is suitable for very large companies that need to process high volumes of complex customer inquiries. Due to its BPM-centric, model-based design, Pega CRM is designed to serve industries with frequent changes in high-complexity processes, such as healthcare, insurance and financial services.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d8e0b03e-8758-42a6-ba65-9f1768f70eef.jpeg","url":"https://www.softwareadvice.com.au/software/4045/pega-crm","@type":"ListItem"},{"name":"Aidium","position":4,"description":"Aidium empowers lenders to finalize more mortgages by enabling smart interactions with borrowers. Aidium is a Mortgage CRM that streamlines tasks, sets up contact methodologies, ranks leads, oversees referral partner ties, and handles reporting. Beyond being just a CRM, Aidium acts as an independent Engagement Platform, orchestrating multi-faceted marketing via platforms like email, SMS, and phone calls. It boasts a rich repository of ready-made strategies and content, combined with top industry guidelines, ensuring optimized engagement, conversion, and sales proficiency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4a5aaade-db2c-4b0f-b456-5f587b576602.webp","url":"https://www.softwareadvice.com.au/software/79032/whiteboard-mortgage","@type":"ListItem"},{"name":"ConnectAndSell","position":5,"description":"ConnectAndSell is the leader in Human + AI sales acceleration. Whether you have an established outbound motion or are starting fresh, we help you every step of the way with consultative guidance, data, enablement, talk tracks, coaching, and rep development. ConnectAndSell isn’t just about finding the right tool; it’s about finding the right team to help. With over a decade of experience delivering millions of conversations, we ensure you reach the right buyers, bypass gatekeepers, and drive real results—all with full compliance and scalability.\n\nConnectAndSell's Human +AI powered technology optimizes the calling process while ensuring that your team is always engaging with the right people. No more wasted time on gatekeepers, voicemail, or dead-end numbers—just productive, high-quality conversations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/03414c44-ba4e-4e2b-ae64-7d856b5f1ddc.png","url":"https://www.softwareadvice.com.au/software/75927/connectandsell","@type":"ListItem"},{"name":"Woopra","position":6,"description":"Woopra is a cloud-based customer analytics solution which helps small to midsize companies manage customer behavior through multiple touch points such as help desk, email and live chat. Woopra tracks and monitors usage across product, website and mobile applications.\n\n\nAdvanced analytics reporting of Woopra comprise real-time automation, customer journey analytics and trends by consolidating data. Woopra includes key features such as live KPI dashboards, real-time notifications, funnel reports, real-time segment updates and retention reports. Additionally, Woopra enables businesses to create a profile for every user and synchronize that data to derive insights from it.\n\n\nThe software provides an iOS mobile application which sends real-time reminders to users when customers perform specific actions. Deployed on SaaS, Woopra can integrate with many third-party vendors such as Marketo, MailChimp, Salesforce, Segment and Intercom. Support is extended via email, phone, an online help desk and documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/08a23e90-6336-4892-93ca-afd1a0f03866.png","url":"https://www.softwareadvice.com.au/software/74940/woopra","@type":"ListItem"},{"name":"Advantage Anywhere","position":7,"description":"Advantage Anywhere, created by Genesis Global Solutions, is a sales customer relationship management (CRM) system with marketing automation features suitable for business of all size and kind. It offers marketing and sales automation, customer service and support and more. The solution is mobile ready, allowing agents to access customer details from anywhere.\n\n\nAdvantage Anywhere can be configured and set up without any external hardware or IT expertise. Advantage Anywhere lets the user set up communication with their website visitors. It has features to set tasks for each employee or agent to follow up on a lead with relevant and unique information based on their inquiries. Customized emails, letters, calls and more can be sent to prospects in order to keep them engaged and send necessary correspondence.\n\n\nAdvantage has a support team and online knowledge base to answer questions and provide ongoing training.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c934175a-4803-46b8-952d-427ab0d22160.jpeg","url":"https://www.softwareadvice.com.au/software/163168/occupancy-advantage","@type":"ListItem"},{"name":"AllProWebTools","position":8,"description":"AllProWebTools is a cloud-based customer relationship management (CRM) suite for small businesses that offers e-commerce applications, marketing automation, sales force management and customer service and support. It provides a workflow timeline with real-time updates about business operations from customer activity, new orders or abandoned carts, to employee progress on tasks.\n\n\nAllPoWebTools base plan allows users to build their website, with unlimited web pages and blog posts and the option to add a shopping cart and secure checkout. The platform’s marketing tool tracks marketing campaigns from a single dashboard with reporting and analytics capabilities that detail the success of the campaigns.     \n\n\nA task manager and detailed time-card tracking tool create transparency into employee workflows and progress, while an inter-office instant messaging tool makes collaboration within the platform. Users can access reports to calculate the cost of employees versus the revenue they generate. Pricing is per month.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61bc0cee-85f3-42f6-bc3f-03e1af425c0e.png","url":"https://www.softwareadvice.com.au/software/26683/allprowebtools","@type":"ListItem"},{"name":"Better Agency","position":9,"description":"Better Agency is a web-based insurance CRM designed to help property and casualty insurance agents manage leads, campaigns, conversion tracking, reviews, claims and cross-selling. Key features include document management, insurance rating, policy management, email marketing, task management, document storage and workflow management.\n\n\nTeams using Better Agency can automate tasks, emails, texts and notifications to staff members, clients or prospects. Using the dashboard, managers can gain insights into the premium sold and commissions generated by their agencies. Additionally, with pre-built email templates, the platform enables businesses to engage with their clients across the entire renewal process.\n\n\nThe application facilitates integration with Zapier, which allows insurance agencies to integrate the solution with a variety of tools and ensure the automation of claims processing. Better Agency is available on a monthly subscription basis and support is extended via email, live chat and inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4bcde5b9-c63e-4fb3-b3eb-6407eaad8acf.png","url":"https://www.softwareadvice.com.au/software/183037/better-agency","@type":"ListItem"},{"name":"Inside Sales Box","position":10,"description":"Inside Sales Box is a cloud-based customer relationship management (CRM) solution suitable for all businesses that handle B2B sales.\n\n\nInside Sales Box is a sales automation tool that enables users to set up automatic workflows for follow-ups. It automatically captures all lead activity from client communications. The solution includes customizable templates for email and voicemail, and it allows users to schedule emails to be sent out automatically. The solution can also run analytics on the best times to call clients and which email templates garner the most replies.\n\n\nInside Sales Box includes an automatic dialer with the option to redial after call drops. Sales reps can make outbound calls using local caller IDs of the area they’re calling. All calls are automatically recorded for use in compliance, training, quality control and analytics.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c9355d9f-7189-49ce-9ad9-5029779c16e2.png","url":"https://www.softwareadvice.com.au/software/31029/inside-sales-box","@type":"ListItem"},{"name":"Bitochon CRM","position":11,"description":"Bitochon CRM is a cloud-based customer relationship management (CRM) solution suitable for individuals and small businesses such as wholesalers, retailers, manufacturers and other business segments engaged in direct sales. The solution is equipped with tools to manage customer accounts, track customer engagements, monitor key metrics and more.\n\n\nBitochon CRM enables sales personnel to collaborating with their clients. Managers can monitor real-time sales progress including client information and staff performance. Bitochon CRM can also integrate with other internal systems for sharing customer data across business applications.\n\n\nWith Bitochon CRM, businesses can create a centralized contact database, send marketing emails to individuals and groups, send quotes to clients, create and assign to-do’s, store business documents centrally and more.\n\n\nSupport is available via phone and email. An on-premise solution is also available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a9049b97-444e-46da-a091-d280efa5de33.png","url":"https://www.softwareadvice.com.au/software/30993/bitochon","@type":"ListItem"},{"name":"Ynot","position":12,"description":"Ynot is a comprehensive CRM, admissions, and marketing solution designed specifically for higher education institutions. It can help colleges and universities automate time-consuming tasks and streamline lead management. Admissions reps can access lead nurturing tools to personalize communications with prospective students including phone calls, text messages, and email. Ynot can integrate with existing student information systems (SIS) and other third-party applications to ensure data accuracy.\n\n\nThis solution can store prospective student details, discovery call notes, and text/email conversations in one centralized location. Ynot allows admission reps to record calls and save them to prospective student contact records. Additionally, with built-in reporting capabilities, admissions leaders can create customized reports for KPI tracking, such as rep performance, enrollment forecasting, and daily activity. Other features include enrollment workflows, custom fields, forecasting pipeline, autodialer, email builder, task management, plus more.\n\n\nPricing is on a monthly subscription basis and varies by feature package.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/33e98d25-dec2-4309-bed6-e5875efc0645.png","url":"https://www.softwareadvice.com.au/software/121249/ynot","@type":"ListItem"},{"name":"Constellation HomeBuilder Systems","position":13,"description":"Constellation HomeBuilder Systems provides innovative solutions as standalone or integrated systems, and a team of home building software experts bridges the gap between construction and technology. This software is built on the feedback and best practices provided by their customers – the best and brightest home builders across North America.\n\nAs the largest provider of software and services in the building industry, Constellation HomeBuilder Systems has two goals: to empower builders with information to drive business objectives and to simplify the process of building homes and condos so you can maximize your return on investment.\n\nThe company is a division of Constellation Software, publicly traded on the Toronto Stock Exchange.\n\nComplete ERP Systems: Enterprise Resource Planning systems for streamlined homebuilding\n-NEWSTAR\n-BuildTopia\n-FAST\n\nHomeowner Portals & Surveys:\n-Homeowner Central\n-CustomerInsight\n\nListings & Lead Management:\n-NHLS Distribution Engine\n\nBenchmarking and Analytics:\n-BuilderMetrix\n\nLand Management:\n-LandDev\n\nTrade Portals:\n-TouchPoint\n-TradeTopia","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89933562-4046-4a00-b340-22c5f535d8c5.png","url":"https://www.softwareadvice.com.au/software/143941/ConstellationHomeBuilderSystems","@type":"ListItem"},{"name":"Voze","position":14,"description":"Voze is a versatile tool that meets sales representatives at their convenience, streamlining the note-taking process through voice dictation, written notes, or mobile typing. With minimal effort, Voze provides significant value by assisting in various tasks such as creating contacts, managing companies, setting follow-up reminders, and ensuring accurate data entry. Serving as a personal assistant, Voze allows reps to spend less time on administrative work and more time on selling activities.\n\nIts effectiveness is evidenced by its widespread adoption, processing over 25,000 notes weekly and boasting a 90% usage rate among sales teams. This translates into valuable insights for managers, who gain access to analytics, notifications, and recommendations, enabling them to monitor field activities and ensure that reps are performing optimally.\n\nMoreover, Voze facilitates seamless communication among team members and managers, allowing for quick dissemination of information, decision-making, and coaching sessions. The platform supports the sharing of notes, files, and images through various channels, including text, email, and other preferred applications, ensuring efficient collaboration.\n\nAdditionally, Voze offers extensive integration options, with compatibility across major CRMs, ERPs, FSMs, email platforms, and calendar systems. Whether businesses seek a comprehensive solution for company and contact management or prefer to integrate Voze with existing systems, the platform offers flexibility and customization options.\n\nOverall, Voze serves as a valuable asset for sales teams, enhancing productivity, facilitating communication, and optimizing workflows to drive business success.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3bad045c-3d33-47cd-bafd-a99917713040.png","url":"https://www.softwareadvice.com.au/software/443258/Voze","@type":"ListItem"},{"name":"Aline","position":15,"description":"Aline is an integrated system purpose-built for senior living that connects residents, families, staff, and executives on one simple-to-use platform. Customizable to facilitate your processes and workflows, Aline enables higher profitability through revenue growth, productivity gains, and elevated resident and staff experiences. The complete Aline suite includes sales and marketing, contact center, leasing and billing, payments, resident care and medications, accounting, quality, and business intelligence. Aline maximizes revenue potential through many robust features that address the demands of today’s operator:\n•\tOptimize and outperform through actionable data and predictive analytics. \n•\tMaximize market opportunity and occupancy though prioritized, actionable prospect insights.\n•\tDeliver better resident experiences through real-time care information and purposeful engagement. \n•\tImprove profitability and staff retention through higher efficiency and job simplification.   \n•\tCapitalize on earnings opportunities through higher revenue capture. \n\nAline solutions connect with one data model, ensuring that your decisions are based on verified real-time trends and performance indicators. Performance data can be visualized in various formats from executive dashboards to leaderboards and trend graphs, all with quick drill-down to details for deeper analysis. One real-time data source gives you the visibility to be proactive and drive success. An Aline partnership includes on-demand and in-person training, and dedicated onboarding and customer success teams who work with you to ensure you receive maximum results. Manage the complete resident lifecycle and community operations in one solution designed to outperform in senior living.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7ea154bf-4749-4056-bf0d-cd6ecc4c738f.jpeg","url":"https://www.softwareadvice.com.au/software/66649/Aline","@type":"ListItem"},{"name":"Market Leader Professional","position":16,"description":"Market Leader is a cloud-based marketing solution designed to manage customer relationships. The solution caters specifically to real estate industry vertical. Key features include a dashboard, multi-channel campaigns, content library, text alerts and email alerts.\n\n\nMarket Leader allows users to keep a track of website visitors. Users can monitor the properties that are being saved or viewed by the website visitors. Website analytics facilitates managers to check lead sources, website traffic and conversions. Lead sources such as Zillow, Trulia and Realtor.com are automatically delivered to this platform. Further, users can customize content and layouts according to brand requirements.\n\n\nAdditionally, Market Leader offers tools for listing marketing automation. It provides a monthly newsletter, multi-channel campaigns and campaign linking. The solution auto-inserts contacts from other lead sources and schedules birthdays and anniversaries as well. The content library has postcards, flyers, cards, guides and video-enabled emails. Further, the solution offers print and direct mail marketing as well.\n\n\nMarket Leader is available in a basic package or a suite that offers extra tools and functionality for brokers within larger companies. Support is provided via phone, email, product training, webinars and an online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/229355d0-5f4f-4e42-bc10-6c1f0bbeadef.png","url":"https://www.softwareadvice.com.au/software/67437/market-leader","@type":"ListItem"},{"name":"Data Dwell Sales Enablement","position":17,"description":"Data Dwell Sales Enablement is a cloud-based platform that helps small to large enterprises measure the impact and engagement of marketing content using feedback data.\n\n\nData Dwell Sales Enablement allows organizations to monitor sales activities and generate executive reports, providing visibility across operational processes. Users can track website visits and measure return on investment (ROI) based on usage analytics or closed deals. Additionally, managers can receive automated notifications on content engagement and track opened emails, improving follow-up processes with prospects.\n\n\nData Dwell Sales Enablement facilitates integration with various third-party applications including Salesforce, SharePoint, Hootsuite and Microsoft Office. Pricing is available on monthly subscriptions and support is extended via live chat, phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/df9c747d-f460-4a28-acac-7558fc6b6147.png","url":"https://www.softwareadvice.com.au/software/94610/data-dwell-sales-enablement","@type":"ListItem"},{"name":"CustomerGauge","position":18,"description":"CustomerGauge is a customer experience solution, which helps businesses calculate net promoter score (NPS), predict churn rates and collect and organize customer feedback. It enables CX teams to embed review requests in survey campaigns, track the accumulated retention against targets and generate customer lifecycle reports.\n\n\nAdministrators can utilize the eNPS tool to receive anonymous feedback from employees, gain insights into business operations across departments and maintain employee retention. Features of CustomerGauge include account listing, sentiment analysis, revenue reporting, single sign-on (SSO) authentication, risk assessment, predictive analytics and more. Additionally, the centralized dashboard enables teams to view customer profiles with access to stakeholders’ information, churn probability, coverage percentage and response rates.\n\n\nCustomerGauge comes with an application programming interface (API), which facilitates integration with several third-party platforms such as Salesforce, HubSpot, NetSuite, Zendesk, Microsoft Dynamics, SugarCRM and more. Pricing is available on request and support is extended via online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c14ce7d7-ec31-4ac6-952b-bba0a0b20329.png","url":"https://www.softwareadvice.com.au/software/108972/customergauge","@type":"ListItem"},{"name":"Neon Fundraise","position":19,"description":"Make things easy for donors to start fundraising for your mission. With Neon Fundraise, you'll be able to offer customizable onboarding experiences that encourage participation, storytelling, and network engagement. \n\nTake the manual work out of your tech stack. Neon Fundraise offers integrations with the most essential tools to help you succeed. Whether you need a custom mobile app built just for your program or you need to sync data into Salesforce, Neon Fundraise has done the work for you.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/33dcc908-59cd-4aeb-9cad-84b069d85959.png","url":"https://www.softwareadvice.com.au/software/339488/neon-fundraise","@type":"ListItem"},{"name":"Membrain","position":20,"description":"Membrain by Upstream is a cloud-based sales automation platform with CRM functionality. The solution provides pipeline management, prospecting, lead scoring, sales analytics and content management functionality.\n\n\nMembrain users can define buyer-aligned sales processes via drag and drop functionality and activate situational playbooks. The visual pipeline is meant to help sales teams visualize sales progress, monitor pipeline hygiene and track deal status in real-time, while the prospecting dashboard highlights prospect details, activities and communication.\n\n\nWith Membrain’s lead scoring functionality, users can pre-define scoring criteria, define unique qualifiers by campaign, assign qualified prospects to sales reps and auto-populate prospects from other marketing automation platforms.\n\n\nSales analytics functionality includes tools for measuring sales performance, strengths and improvement areas, objective and activity achievements, pipeline activity and key performance indicators (KPIs).\n\n\nUsers can also share training materials and sales collateral, and see when customers engage with their content. With the CRM functionality, users can store contacts, activities, documents, search accounts and add custom fields.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c95315e-1ff5-4047-9a2a-146ed6cc6025.png","url":"https://www.softwareadvice.com.au/software/140866/membrain","@type":"ListItem"},{"name":"AgentCubed","position":21,"description":"AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users automate workflows, manage the relationship and generate leads by skills-based routing. The solution is cloud-based and offers sales automation, customer service and support, quoting tools, calendars, web self-service, call center, field service, and knowledge management. It connects with lead providers and aggregators to provide updated information on potential clients. Lead management module integrates inside sales with field sales and lead distribution.\n\n\nAgentCubed provides customer report builder feature that allows users to analyze hundreds of data points in multiple combinations to improve sales efforts. It also provides down-line analytics for tracking brokers, affiliates, regions and satellite offices. The activity dashboards provide a view of key performance metrics for all down-lines. Line-of-sight access can also be granted to down-line users so that those users only see the data that is relevant to their sub group. The solution is a fit for medium to large sized insurance companies. Support is offered via email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1381fd8d-6c71-4b08-a908-9dd895de09fd.png","url":"https://www.softwareadvice.com.au/software/124696/agentcubed","@type":"ListItem"},{"name":"HaystackCRM","position":22,"description":"HaystackCRM is a cloud-based customer relationship management tool for small and midsize businesses that features dedicated mobile apps for iOS and Android devices. HaystackCRM also offers email integration, geolocation of clients, opportunity management and more.\n\n\nUsers can import new or existing contacts from a mobile device or manually. HaystackCRM offers a \"Who's Near Me\" feature, which uses geolocation to identify nearby contacts. Contacts in the system can be categorized by value, stage, status and temperature. Users can also add custom tags to contacts or companies, and tags can be searched later to generate lists of specific contacts.\n\n\nUsers can create quotes, manage product catalogs and portfolios, manage events and include contacts with events. HaystackCRM sends alerts to remind users of upcoming events, and the activity stream lets users view recent changes.\n\n\nSupport is offered via email and over the phone. Pricing is per user per month.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/67c7172c-a6a9-4ec4-88d5-20884e3b0bb4.png","url":"https://www.softwareadvice.com.au/software/34138/haystackcrm","@type":"ListItem"},{"name":"LevelJump","position":23,"description":"LevelJump is a cloud-based sales onboarding and training software that assists growing small to midsize businesses to build enablement programs and measure their impact on Sales. Its key features include native Salesforce reporting, out-of-the-box program templates, and just-in-time microlearning.\n\n\nThe application comes with a builder feature that enables Sales trainers and enablers to create learning sequences using predefined templates and real Sales milestones that participants need to meet in order to progress through the program. Additionally, its dashboard allows managers to assign exercises to new hires, measure completion rates and determine which enablement programs are driving Sales. Its most compelling feature is that it lets Sales leaders easily align Sales training programs to revenue metrics.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/24b7dd9b-2255-43b8-b302-2efaefbaa5f4.png","url":"https://www.softwareadvice.com.au/software/77100/leveljump","@type":"ListItem"},{"name":"Contact Boss","position":24,"description":"Contact Boss is a database for managing businesses and non-profit organizations' contacts. It allows companies to capture contact information from both online forms and onsite customer visits. The contact information is then stored in a comprehensive database that is segmented by user type and other customizable fields.\n\n\nWith Contact Boss's robust search capacity, users can search the entire database by keywords, groups, locations, attributes or a personal note. Contact Boss integrates into the user's own default email program to send messages. It enables users to create event pages with forms to promote and collect event RSVP's, making it easy to keep track of attendees.\n\n\nIt is available on monthly subscription plans and support is extended via email, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7eebb26b-35d1-4324-9226-b2912f06a0e1.png","url":"https://www.softwareadvice.com.au/software/89860/contact-boss","@type":"ListItem"},{"name":"Akero","position":25,"description":"Designed and developed exclusively for student-specialist marketers and recruiters, Akero, built by Net Natives, helps you improve marketing performance and increase student enrollments. \n\nIt’s an easy-to-use platform that sits as an end-to-end solution or as a seamless marketing layer between your advertising, website, and student CRMs. It makes your life easier by bridging the challenges faced in marketing, recruitment and admissions with a specialist solution. Akero already supports over 300 global colleges and universities, helping them reach, engage and enroll more students.\n\nAkero is designed around you to make student marketing easier, allowing you to plan, track, and report on marketing campaigns in one place.\n\nYou can measure everything. Increase the quality of your student enquiries, and access qualified audiences through unrivalled data.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4febf9a9-d1b2-441c-a594-564ca6d40dc1.png","url":"https://www.softwareadvice.com.au/software/92065/akero","@type":"ListItem"}],"numberOfItems":25}
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