Close vs. Nutshell vs. monday CRM Comparison


Close	Nutshell	monday CRM monday.com	+
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			Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 10,536 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 586 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 554 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website Adversus Adversus is an outbound dialing solution that helps you streamline your call strategies, automate manual processes, and provide valuable insights to improve your outbound workflows and efficiency. Adversus was born in 2015 after our founders experienced a lack of flexibility with the solution they worked with. The dream was to build an outbound solution that would change the game․ We believe in user-driven innovation, and we acknowledge that every single user has different needs and demands. We provide a solution that incorporates flexibility and customization to every aspect of the workflow. At Adversus, our primary focus is to have a future-proof solution that never falls behind. We do not just want to adapt to the market but instead push the boundaries of what is possible. Adversus is used by businesses in a wide range of industries, with the common goal to make their outbound call activities more efficient. The size ranges from one to several hundred end-users. 172 Ratings Visit Website Aircall Aircall is an AI-powered customer communications and intelligence platform that unifies phone, messaging, and call center operations. Designed for sales and support teams, it enhances every interaction with features like AI Voice Agents, real-time conversation coaching, and integrated WhatsApp messaging. With powerful analytics, call recording, and shared inboxes, teams gain clarity and can resolve customer issues faster. The platform is easy to set up, offering quick number claiming, seamless integrations, and customizable workflows. Trusted by over 23,000 companies worldwide, Aircall helps businesses improve connection rates, boost CSAT scores, and streamline onboarding. By combining automation with human-first AI, Aircall reduces busywork so teams can focus on building better customer relationships. 1,838 Ratings Visit Website CallHub CallHub is a digital organizing platform empowering political campaigns, nonprofits, advocacy groups, unions, and businesses with scalable outreach via calling, texting, email, and automation. The platform offers Predictive Dialer for high-volume campaigns, Power Dialer for personalized calls, and Auto Dialer. AI-powered Smart Insights categorize call sentiments. Dynamic Caller ID, Spam Shield, and SHAKEN/STIR compliance maximize answer rates. Text capabilities include Peer-to-Peer Texting, Text Broadcasts, and Text-to-Join with SMS/MMS support, URL tracking, and automated responses. Workflows automation enables multi-channel campaigns. The mobile app allows volunteers join campaigns from smartphones. CRM integrations with NationBuilder, NGP VAN, Salesforce, and Blackbaud ensure seamless sync. CallHub is SOC 2, ISO 27001, GDPR, and TCPA compliant. Trusted by 200,000+ campaigns, it has facilitated 1 billion calls and 750 million texts. 427 Ratings Visit Website CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 229 Ratings Visit Website CallTrackingMetrics CallTrackingMetrics is the only SaaS platform that uses call tracking and conversion intelligence to inform contact center automation—resulting in a more personalized customer experience. Discover which marketing campaigns are generating leads and conversions, and use that data to automate call flows and power your contact center. Unify communications across your entire organization with our phone, text, online form, and live chat tools. More than 100,000 users around the globe trust CallTrackingMetrics to manage communications for their marketing, sales, and service teams. Call tracking features include reliable dynamic number insertion (DNI) for session-level attribution, local, toll-free, and vanity tracking numbers, and omnichannel attribution across calls, texts, form fills, and chats. Key contact center features include a browser-based softphone, smart routing options, SMS campaigns, automated call scoring, and smart dialer functionality. 938 Ratings Visit Website DialerAI Our autodialer software are used for automating sales calls, payment collections, appointment reminders, phone polling and market research. It can also be used for mass emergency voice broadcasting. The system is ideal for Telcos and companies selling callcenter services as it is multi-tenant with billing and white-labeled while being economical to run as you choose your own Voice Provider. Our autodialer software can massively increase productivity by dropping busy, unanswered and disconnected line, passing calls answered by real people back to your agents, and leaving messages on answering machines. 5 Ratings Visit Website
About Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.	About Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.	About monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Not Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Startups and small to mid-sized businesses that want to win more deals faster than ever.	Audience Small and medium-sized businesses with inside sales teams, across multiple industries.	Audience monday CRM is ideal for sales teams, businesses, and organizations looking for an AI-driven, customizable platform to manage customer relationships and accelerate their sales growth
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $19/month Free Version Not Supported Free Trial Supported	Pricing $13.00/month/user Nutshell Sales: From $13/user per month. Nutshell Marketing: Pricing based on # of marketable contacts, starting at $5/month. Nutshell Engagement: $16 per user per month Free Version Not Supported Free Trial Supported	Pricing $10/seat/month Free Version Supported Free Trial Supported
Reviews/Ratings Overall 4.9 / 5 ease 4.8 / 5 features 4.8 / 5 design 4.8 / 5 support 4.8 / 5 Read all reviews	Reviews/Ratings Overall 4.6 / 5 ease 4.6 / 5 features 4.4 / 5 design 4.4 / 5 support 4.5 / 5 Read all reviews	Reviews/Ratings Overall 4.9 / 5 ease 5.0 / 5 features 4.9 / 5 design 5.0 / 5 support 4.7 / 5 Read all reviews
Pros & Cons from Real Users Pros Everything works very well and customer support replies very very fast in any situation I had. Hands down! Clean and user-friendly interface. Have calling, SMS, email, all in-built. Integrates wonderfully with other Apps, directly or via Zapier. A++ Support Team!!! Intuitive Interface: Close boasts an intuitive and user-friendly interface that makes it easy to navigate and use, even for those who are not tech-savvy. Seamless Communication: Close offers integration with various communication channels, facilitating seamless interactions with leads and clients through email, calling, and more. Responsive Customer Support: Close’s responsive and helpful customer support team are always ready to assist with any queries or technical issues that may arise. These are just a few of the many advantages that Close offers to businesses aiming to optimize their sales processes and improve customer relationship management. I have used close over the years and I must say that it is one of my favorites. The dialing part of the platform is great. You can text and send emails with just a few clicks and the layout is just simple to follow. The support staff is beyond awesome, they respond usually within the hour or max 2. The issues are resolved within the same working day. Close is great because it’s all one email text call I would recommend this to a friend I would use this for my own shop. Cons Get logged out very often on internet, but maybe it’s my device. Nothing really. Their team is great. They are always deploying new features. Pricing is fair. One drawback of Close, and this is getting very nit picky, could be the absence of certain integrations with niche or specialized software that some businesses might require. This could potentially limit its seamless integration with the entire tech stack of certain companies. Sometimes the audio isn't perfect and the dialing does become slow and laggy. I like everything expect sometimes technical issues.	Pros & Cons from Real Users Pros Easy to Use and Effective Makes Customer Tracking Easy Clean, User-Friendly CRM Simple, Intuitive, and Reliable One of the standout features of Nutshell CRM is its user-friendly interface. The clean, intuitive design makes it incredibly easy for team members to navigate and get up to speed quickly, even if they're not particularly tech-savvy. This simplicity doesn't sacrifice functionality, as the CRM also offers comprehensive reporting and analytics. With customizable reports and a dynamic dashboard, Nutshell provides valuable insights into sales performance, lead generation, and customer interactions. This combination of ease-of-use and powerful reporting tools makes it an ideal solution for teams looking to streamline their workflows while gaining actionable business insights. Nutshell is easy to adopt and intuitive for sales teams, which leads to higher usage and better data quality. Pipelines and fields are flexible enough to reflect real sales processes without overcomplication. Visibility into deals, activities, and follow-ups is clear, making it easier for managers to coach and forecast effectively. Nutshell is a user-friendly CRM that works well for managing contacts and sales activity. It’s intuitive and keeps our pipeline organized. Some advanced features may require setup and customization, but overall it’s a dependable tool. Ease of use Ability to group contacts together based on location Tracking leads and contacts Frequent updates Cons Some features take a little time to fully learn but not difficult at all While Nutshell offers a lot of great features, there are a few areas that could be improved. Some users may find the lack of advanced customization options in certain areas, like the user interface or reporting templates, a bit limiting. Additionally, while it integrates with many tools, it doesn't support as wide a range of integrations as some other CRMs, which could be a drawback for teams using more niche software. Advanced reporting and automation are more limited compared to larger enterprise CRMs, and highly complex workflows may require workarounds. Teams looking for deep native marketing automation or heavy customization at the enterprise level may find Nutshell intentionally streamlined rather than exhaustive. There are too many features and settings and it can get very confusing. Sometimes buggy. Pages can freeze up but resolves itself with page refresh.	Pros & Cons from Real Users Pros It is simple to capture, generate and retain leads and customers with monday Sales CRM. It automates and streamlines our sales processes.It is possible to close more sales deals faster with this tool.It is possible to build strong relationships with our customer using this tool. It is a reliable tool for lead nurturing and scoring. The customizations behind the board setups, integrations, and automations. Additionally, the implementation of the rollup dashboards are fantastic to help give a bird-eyes view of the overall project health and status. Monday sales CRM is a user-friendly tool with a simple and intuitive interface that makes it easy to use even for beginners. The visual sales pipeline feature of Monday sales CRM provides a clear overview of sales leads, making it easy to track and manage deals. We are becoming more and more dependent on Monday.com as our Real Estate business grows. Everyday we find something new to assist us and in making our business more organised. User-friendly and flexible. Easy to customize, start with basics and build on with automation. Works well with Microsoft applications. We have implemented it into our sales tracking, warehouse workflows, accounts, marketing, and inventory digital asset management. Cons It's fully-featured and very functional hence I lack anything to dislike as it meets our sales automation and CRM needs. Would prefer some AI integrations to help enhance my workflows. The gantt charts should have more options to include subtasks within certain views. One potential drawback of Monday sales CRM is that it may not be the best fit for larger businesses or enterprise-level sales teams, as it may lack some of the advanced features and customization options they require. No Cons at all. New features are rolled out regularly. My only issue to date is that there is no column option for a unique identified number field. This would be useful for our sales order numbers to avoid double entry.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Close Founded: 2013 United States close.com	Company Information Nutshell Founded: 2009 United States www.nutshell.com	Company Information monday.com Founded: 2012 Israel monday.com/crm
Alternatives Pipedrive	Alternatives monday CRM monday.com	Alternatives Pipedrive
Fluid CRM	HubSpot CRM HubSpot	HubSpot CRM HubSpot
folk	Maximizer CRM Maximizer Software	LionO360 LionOBytes
monday CRM monday.com	Pipedrive	Creatio
Creatio View All	Salesforce View All	Salesforce View All
Categories AI CRM Supported AI Sales Agents Supported AI Sales Tools Supported Automotive CRM Supported Call Recording Supported Call Tracking Supported Cold Email Supported Construction CRM Supported Contact Management Supported CRM Supported Email Tracking Supported Financial CRM Supported Hotel CRM Supported Inside Sales Supported Lead Management Supported Lead Nurturing Supported Legal CRM Supported Power Dialers Supported Predictive Dialer Supported Sales Supported Sales Acceleration Supported Sales Enablement Supported Sales Engagement Supported Sales Force Automation Supported SMS Marketing Supported Social CRM Supported	Categories AI CRM Supported Construction CRM Supported Contact Management Supported CRM Supported Email Marketing Supported Fatigue Management Supported Inside Sales Supported Insurance CRM Supported Lead Management Supported Marketing Automation Supported Online Form Builders Supported Sales Analytics Supported Sales Enablement Supported Sales Engagement Supported Sales Force Automation Supported Sales Tracking Supported	Categories AI CRM Supported Automotive CRM Supported Construction CRM Supported Contact Management Supported CRM Supported Customer Reference Management Supported Email Tracking Supported Financial CRM Supported Healthcare CRM Supported Hotel CRM Supported Inside Sales Supported Insurance CRM Supported Lead Management Supported Legal CRM Supported Real Estate CRM Supported Real Estate Lead Generation Supported Sales Supported Sales Acceleration Supported Sales Content Management Supported Sales Enablement Supported Sales Force Automation Supported Sales Forecasting Supported Sales Tracking Supported Social CRM Supported
CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Construction CRM Features Client Tracking Supported Contract Management Not Supported Forecasting Supported Project Management Supported Quote Management Not Supported Sales Management Supported Scheduling Supported Time Management Not Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Not Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Not Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Supported Performance Management Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Not Supported Source Tracking Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Not Supported Goals / Quota Management Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Not Supported Proposal Management Not Supported Territory Management Not Supported Training Management Not Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Supported Commission Management Supported Contact Management Supported Contract Management Not Supported Customer Database Supported Email Marketing Supported Field Sales Management Not Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Not Supported Referral Tracking Not Supported Sales Forecasting Supported Territory Management Supported Show More Features Call Tracking Features Call Log Supported Call Recording Supported Call Routing Supported Caller Identification Supported Campaign Management Not Supported Conversion Tracking Supported CRM Supported IVR / Voice Recognition Not Supported Keyword Tracking Not Supported Email Tracking Features A/B Testing Not Supported Audience Segmentation Supported Campaign Management Supported Event-Based Notifications Supported Location Tracking Not Supported Team Management Supported Financial CRM Features Account Alerts Not Supported Asset Management Not Supported Expense Tracking Not Supported Household Tracking Not Supported Influence Tracking Not Supported Lead Management Supported Marketing Management Not Supported Relationship Tracking Supported Team Assignments Supported Territory Management Not Supported Lead Nurturing Features A/B Testing Not Supported Campaign Management Supported Drip Campaigns Supported Lead Capture Supported Lead Notifications Supported Lead Scoring Supported Lead Segmentation Supported Performance Metrics Supported Personalization Supported Pipeline Management Supported Predictive Dialer Features Call Monitoring Supported Call Recording Supported Call Results Supported Call Transfer Supported Callback Scheduling Not Supported Campaign Specific Caller ID Not Supported Contact Management Supported FCC Compliance Not Supported FTC Compliance Not Supported Lead Capture Supported Lead Management Supported SMS Marketing Features 2-Way Messaging Supported Artificial Intelligence Not Supported Contact Management Supported Mass Texting Supported Message Personalization Supported MMS Not Supported Mobile Coupons Not Supported Mobile Keywords Not Supported Polls / Voting Not Supported Reporting/Analytics Supported Scheduled Messaging Supported Shortcodes Not Supported Text-to-Win Not Supported Sales Acceleration Features Campaign Management Supported CPQ Not Supported Dialer Supported Email Sequencing Supported Email Templates Supported Email Tracking Supported List Building Supported Meeting Scheduler Supported Predictive Analytics Not Supported Reporting Supported Sales Gamification Not Supported Sales Intelligence Supported Sales Workflow Management Supported Sales Engagement Features Call Scripts / Call Steps Supported CRM Integration Supported Email Sequences Supported Email Tracking / Automation Supported Lead Management Supported Reporting / Analytics Supported Sales / Voice Dialer Supported Sales Automation Supported Search Supported Task Management Supported Templates Supported Workflow Management Supported	CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Construction CRM Features Client Tracking Supported Contract Management Not Supported Forecasting Supported Project Management Not Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Not Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Supported Inside Sales Features Auto-Dialing Not Supported Call List Management Supported Call Recording Supported Campaign Management Not Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Supported Performance Management Supported Lead Management Features Activity Tracking Supported Campaign Management Not Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Not Supported Goals / Quota Management Supported Lead Management Supported Meeting Management Not Supported Performance Management Supported Presentation Management Not Supported Proposal Management Not Supported Territory Management Not Supported Training Management Not Supported Sales Force Automation Features Call Management Supported Campaign Management Not Supported Channel Management Not Supported Commission Management Not Supported Contact Management Supported Contract Management Not Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Not Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported Show More Features Email Marketing Features A/B Testing Supported Artificial Intelligence Not Supported Auto-Responders Not Supported CAN SPAM Compliance Supported Customer Surveys Not Supported Drip Campaigns Supported Dynamic Content Not Supported Event Triggered Email Supported Image Library Not Supported Landing Pages/Web Forms Supported Mailing List Management Supported Mobile Optimized Emails Supported Reporting/Analytics Supported Subscriber Management Supported Template Management Supported WYSIWYG Email Editor Supported Marketing Automation Features A/B Testing Supported Analytics / ROI Tracking Supported Artificial Intelligence Not Supported Content / Blogging Platform Not Supported Customizable CTAs Supported Drip Campaigns Supported Dynamic Content Not Supported Landing Pages / Web Forms Supported Lead Scoring Supported Sales Intelligence Supported Search Marketing Not Supported Segmentation Supported Social Marketing Not Supported Website Visitor Tracking Not Supported Online Form Builders Features Artificial Intelligence Not Supported Assign Roles / Permissions Supported Collaboration Tools Not Supported Conversational Forms Not Supported Data Tables Not Supported Drag & Drop / No Code Supported Export to PDF Not Supported HIPAA Compliant Not Supported Import Existing Forms Not Supported Mobile Forms Supported Offline Forms Not Supported Pre-made Templates Supported Quizzes / Questionnaires Not Supported Reporting / Data Visualization Not Supported Signup Forms Supported Surveys Not Supported Sales Analytics Features Collaboration Tools Supported Dashboards Supported Forecasting Analytics Supported Ideal Customer Profile (ICP) Not Supported Lead Analytics Supported Pipeline Management Supported Predictive Forecasting Supported Predictive Lead Scoring Supported Sales Intelligence Reporting Supported Sales Engagement Features Call Scripts / Call Steps Supported CRM Integration Supported Email Sequences Supported Email Tracking / Automation Supported Lead Management Supported Reporting / Analytics Supported Sales / Voice Dialer Supported Sales Automation Supported Search Not Supported Task Management Supported Templates Not Supported Workflow Management Supported Sales Tracking Features Activity Dashboard Supported Alerts / Notifications Supported Appointment Scheduling Not Supported Call Logging Supported Comments / Notes Supported Custom Reports Supported Document Management Not Supported Email Templates Supported Interaction Tracking Supported Lead Management Supported Lead Scoring Supported Pipeline Management Supported Reporting / Analytics Supported Task Management Supported	CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Not Supported Group Management Not Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Not Supported Social Media Integration Supported Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Supported Performance Management Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Supported Document Management Supported Goals / Quota Management Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Supported Proposal Management Supported Territory Management Supported Training Management Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Supported Commission Management Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported Show More Features Automotive CRM Features Call Logging Supported Contact Management Supported Customer Support Supported Inventory Management Supported Lease Management Supported List Management Supported Marketing Automation Supported Product Catalog Supported Quotes / Proposals Supported Service Department Management Supported Showroom Management Not Supported Territory Management Supported Customer Reference Management Features Nomination Tracking Supported Program Notices Supported Reference Usage Tracking Supported Reward Distribution Supported Search Supported Email Tracking Features A/B Testing Supported Audience Segmentation Supported Campaign Management Supported Event-Based Notifications Supported Location Tracking Supported Team Management Supported Financial CRM Features Account Alerts Supported Asset Management Supported Expense Tracking Supported Household Tracking Supported Influence Tracking Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management Supported Healthcare CRM Features Audience Targeting Supported Campaign Management Supported Marketing Automation Supported Medical History Records Supported Patient Communications Supported Patient Management Supported Physician Management Supported Predictive Analytics Supported Real Estate CRM Features Campaign Management Supported Client / Property Matching Supported Contact Management Supported Dashboard Supported Email Marketing Supported Interaction Tracking Supported Lead Management Supported Property Alerts Supported Referral Tracking Supported Segmentation Supported Sales Acceleration Features Campaign Management Supported CPQ Supported Dialer Supported Email Sequencing Supported Email Templates Supported Email Tracking Supported List Building Supported Meeting Scheduler Supported Predictive Analytics Supported Reporting Supported Sales Gamification Supported Sales Intelligence Supported Sales Workflow Management Supported Sales Content Management Features Audio / Video Recording Supported Audio File Management Supported Branded Sales Content Supported Centralized Sales Content Repository Supported Collaboration Tools Supported Content Recommendations Supported Email Management Supported Engagement Analytics Supported Interaction Tracking Supported Personalization Supported Sales Partner Management Supported Sales Training / Onboarding Supported Video File Management Supported Sales Forecasting Features Competitor Analysis Supported Correlation Analysis Supported Dashboard Supported Dynamic Modeling Supported Exception Reporting Supported Graphical Data Presentation Supported Modeling & Simulation Supported Performance Metrics Supported Sales Trend Analysis Supported Statistical Analysis Supported Sales Tracking Features Activity Dashboard Supported Alerts / Notifications Supported Appointment Scheduling Supported Call Logging Supported Comments / Notes Supported Custom Reports Supported Document Management Supported Email Templates Supported Interaction Tracking Supported Lead Management Supported Lead Scoring Supported Pipeline Management Supported Reporting / Analytics Supported Task Management Supported Social CRM Features Calendar/Reminder System Supported Customer Support Supported Email Marketing Supported Lead Capture Supported Lead Nurturing Supported Live Chat Supported Marketing Automation Integration Supported Multi-Channel Social Integration Supported Social Media Monitoring Supported Task Management Supported
Integrations Gmail Supported Google Drive Supported HubSpot CRM Supported HubSpot Customer Platform Supported Mailchimp Supported Workers by Delos Supported 99inbound Supported FanBasis Supported Fleece AI Supported GitHub Not Supported Hightouch Supported Innflow Not Supported Microsoft 365 Supported Motileo Supported OptimateAI Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported SignWell Supported SoMerch Not Supported Twilio Not Supported Show More Integrations View All 141 Integrations	Integrations Gmail Supported Google Drive Supported HubSpot CRM Supported HubSpot Customer Platform Supported Mailchimp Supported Workers by Delos Supported 99inbound Not Supported FanBasis Not Supported Fleece AI Not Supported GitHub Not Supported Hightouch Not Supported Innflow Not Supported Microsoft 365 Supported Motileo Not Supported OptimateAI Not Supported QuickBooks Online Supported QuickBooks Online Advanced Supported SignWell Not Supported SoMerch Not Supported Twilio Not Supported Show More Integrations View All 60 Integrations	Integrations Gmail Supported Google Drive Supported HubSpot CRM Supported HubSpot Customer Platform Supported Mailchimp Supported Workers by Delos Supported 99inbound Not Supported FanBasis Not Supported Fleece AI Not Supported GitHub Supported Hightouch Not Supported Innflow Supported Microsoft 365 Not Supported Motileo Not Supported OptimateAI Not Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported SignWell Not Supported SoMerch Supported Twilio Supported Show More Integrations View All 74 Integrations
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