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6 Best QuickBooks CRM Options for 2020

By Jess Pingrey on April 21, 2020 | Buyer's Guide, Sales, Sales Tools

quickbooks crm

Many customer relationship management (CRM) software programs integrate with QuickBooks to help businesses by consolidating customer and accounting information in one interface. We examined a variety of options to identify the top six based on criteria such as direct QuickBooks integration, ease of use, alerts, and notifications in order to arrive at the overall best…

6 Best VoIP Apps for iPhone in 2020

By Robert Watts on April 16, 2020 | Buyer's Guide, Sales, Sales Tools

Most of today’s leading voice-over-internet-protocol (VoIP) solutions offer softphone apps for iPhones and other mobile devices. We looked at the best VoIP apps for iPhone and evaluated them based on cost, features, and usability. We narrowed them down to the best six before picking a best overall solution. 6 Best VoIP Apps for iPhone for…

Best 6 Softphone Providers for 2020

By Robert Watts on April 16, 2020 | Buyer's Guide, Sales, Sales Tools

A softphone is software provided by your voice-over-internet-protocol (VoIP) provider, which allows you to make phone calls with no hardware but your computer, tablet, or similar device via a desktop app. We chose the six top softphone providers for businesses based on factors like ease of use, best features, and overall price. Top 6 Softphone…

6 Best Insurance CRM Software 2020

By Jess Pingrey on April 16, 2020 | Buyer's Guide, Sales, Sales Tools

An insurance customer relationship management (CRM) tool helps agents and brokers manage policies and renewables, prioritize leads, and connect to prospects with tools like document handling and workflow automation. We examined 20 general and insurance-specific programs, comparing price and functionality to identify the top six for small agencies and overall best for growing teams. Top…

How to Use Trello as a CRM in 4 Steps

By Lisa McGreevy on April 8, 2020 | How To, Sales, Sales Tools

learning how to use trello on laptop

Trello is primarily a project management software, but it can be easily customized for basic CRM functionality using its Kanban interface, custom fields, calendar, and Google Drive integrations. This allows businesses with simple sales processes to use Trello as a way to save money on CRM software. However, while Trello is free to start using,…

6 Best Free & Paid Open Source CRM Software 2020

By Lisa McGreevy on April 3, 2020 | Buyer's Guide, Sales, Sales Tools

Open source customer relationship management (CRM) software is a customizable application that manages contacts and deals. It is often free to download but typically requires advanced technical ability to implement and use. We compared a variety of solutions for functionality, installation difficulty, technical support, and overall ease of use to arrive at the best six…

6 Best CRMs That Integrate With Xero

By Lisa McGreevy on March 26, 2020 | Buyer's Guide, Sales, Sales Tools

Xero CRM integration can allow businesses to sync contacts, create invoices, and track customer payments from within one platform, closing gaps in information and reducing the time spent switching between the two tools. We evaluated dozens of CRMs and compiled a list of the six best CRMs offering Xero CRM integration, including the best overall….

Best Multi-line Phone Systems for Small Businesses in 2020

By Robert Watts on March 19, 2020 | Buyer's Guide, Sales, Sales Tools

Multi-line phone systems, or desk phones, allow for multiple numbers to be provisioned on a single hardware unit. This streamlines call management and improves communication efforts with internal and external callers. To determine the best solution for small businesses, we assessed the most popular multi-line phones and evaluated them based on the criteria outlined below….

6 Best Skype Alternatives 2020

By Robert Watts on January 6, 2020 | Buyer's Guide, Sales, Sales Tools

Skype is one of the most popular tools for web-based business communications. However, Microsoft is discontinuing the service’s business version, leaving many looking for a comparable option. To help, we’ve looked at some of the best Skype alternatives on the market, evaluating them based on price, feature set, and usability to determine the overall best….

6 Best Scheduling Software for Sales in 2020

By Jess Pingrey on December 12, 2019 | Buyer's Guide, Sales, Sales Tools

Scheduling software lets you share your calendar with potential clients to make scheduling meetings easier. It helps sales reps become more efficient by automating the meeting scheduling process. Scheduling meetings with prospects and customers manually can be a cumbersome and time-consuming process. Fortunately, we have identified the six best scheduling apps that streamline appointment scheduling….

6 Best Email Marketing CRM Integrations

By Kiara Harvey on December 11, 2019 | Buyer's Guide, Sales, Sales Tools

Customer relationship management (CRM) tools are used to manage sales pipelines. With email marketing CRM integration, information continuity between email and a CRM database is improved as teams learn what prospects find relevant. We considered dozens of CRMs and assembled this list of the six best CRMs with email integration, including the best overall. Top…

6 Best Sales Funnel Software

By Kiara Harvey on November 26, 2019 | Buyer's Guide, Sales, Sales Tools

Sales funnel software put tools like landing pages, pop-ups, and engagement tracking into the hands of marketing and sales teams and helps them visualize how well these activities help generate new potential customers effectively. We compared dozens of sales funnel software and constructed this list of the top sales funnel software, including the best overall….

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