Related Products
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About
Copy2Contact is used by companies and individuals to capture key business information about clients and leads. Smart professionals use Copy2Contact to slash data entry time by 98% and triple accuracy in their day-to-day tasks. Copy2Contact captures contacts, leads, appointments, and events into Microsoft Outlook and Salesforce.com on your PC or address book on iPhone. Grab contacts from emails, documents, resumes, websites, and more. Copy2Contact is a proprietary technology that saves time managing contacts and appointments. It eliminates errors and wasted time by grabbing an entire contact or appointment at once, right off the screen and into contact, calendar, and CRM software, without retyping. It works from email signatures, web search results, documents, resumes, and any other source of contact or event information that's a routine part of any professional's daily workflow.
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About
Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.
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About
With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. Best of all, you share all information in the database with your colleagues, which makes SpinOffice the ultimate team application for any small to medium sized business.
Customer management
A central database for your business relations, email management, appointments, tasks, notes and conversation reports, projects, files, documents and files.
Communication
Use templates (mail & documents) for optimal communication, segment relationships (contacts types & tags) and build your own personalized CRM database.
Collaboration
Save time and increase productivity within your organization by sharing information and collaborating as a team.
Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not 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
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Audience
Companies seeking a tool to save time managing contacts and appointments
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Audience
Businesses searching for an inside sales CRM solution to improve their processes
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Audience
Any small to medium sized business that is looking for a CRM that really saves time
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Not Supported
|
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
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API
Offers API
Not Supported
|
API
Offers API
Not Supported
|
API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
Screenshots and Videos |
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Pricing
$34 per user per year
Free Version
Supported
Free Trial
Supported
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Pricing
$9.99 per month
Free Version
Not Supported
Free Trial
Supported
|
Pricing
$27.50/month/user
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAnagram Technologies
www.copy2contact.com
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Company InformationPlatformax
Founded: 2009
Slovenia
www.platformax.com
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Company InformationMulberry Garden
Founded: 1999
Netherlands
www.spinoffice-crm.com
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Alternatives |
Alternatives |
Alternatives |
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Categories |
Categories |
Categories |
||||
Contact Management Features
Activity Management
Not Supported
Appointment Management
Not Supported
Contact Database
Supported
Contact History
Not Supported
Contact Import/Export
Not 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
Not Supported
Segmentation
Supported
Shared Contacts
Supported
Social Media Integration
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
Not 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
Not Supported
Construction CRM Features
Client Tracking
Supported
Contract Management
Supported
Forecasting
Supported
Project Management
Supported
Quote Management
Not Supported
Sales Management
Supported
Scheduling
Supported
Time 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
Not Supported
Territory Management
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
Supported
Source Tracking
Supported
Real Estate CRM Features
Campaign Management
Supported
Client / Property Matching
Not Supported
Contact Management
Supported
Dashboard
Supported
Email Marketing
Supported
Interaction Tracking
Supported
Lead Management
Supported
Property Alerts
Not Supported
Referral Tracking
Not Supported
Segmentation
Supported
Sales Enablement Features
Collaboration
Supported
Contact Management
Supported
Content Management
Not Supported
Document Management
Supported
Goals / Quota Management
Not Supported
Lead Management
Supported
Meeting Management
Supported
Performance Management
Not Supported
Presentation Management
Not Supported
Proposal Management
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
Supported
Customer Database
Supported
Email Marketing
Supported
Field Sales Management
Not Supported
Lead Management
Supported
Opportunity Management
Supported
Performance Metrics
Not Supported
Proposal Generation
Supported
Referral Tracking
Not Supported
Sales Forecasting
Supported
Territory Management
Not Supported
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Contact Management Features
Activity Management
Supported
Appointment Management
Supported
Contact Database
Supported
Contact History
Supported
Contact Import/Export
Supported
Customer Pipeline
Not Supported
Email Marketing
Supported
Group Management
Supported
Interaction Tracking
Not 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
CRM Features
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Not Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Not Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Not Supported
Task Management
Supported
Territory Management
Not Supported
Customer Service Features
Alerts / Escalation
Supported
Appointment Management
Supported
Call Center Management
Supported
Email Management
Supported
Knowledge Base
Not Supported
Live Chat
Not Supported
Performance Metrics
Not Supported
Queue Management
Not Supported
Self Service Portal
Not Supported
Social Media Integration
Not Supported
Surveys & Feedback
Not Supported
Virtual Assistant
Not Supported
Workflow Management
Not Supported
Document Management Features
Access Controls
Not Supported
Archiving & Retention
Not Supported
Collaboration Tools
Not Supported
Compliance Tracking
Not Supported
Document Archiving
Supported
Document Assembly
Supported
Document Capture
Not Supported
Document Conversion
Supported
Document Delivery
Supported
Document Indexing
Not Supported
Document Retention
Not Supported
Electronic Signature
Not Supported
Email Management
Supported
File Recovery
Supported
File Type Conversion
Not Supported
Forms Management
Not Supported
Full Text Search
Not Supported
Offline Access
Not Supported
Optical Character Recognition
Not Supported
Print Management
Not Supported
Version Control
Not Supported
Email Archiving Features
Access Control
Not Supported
Backup Management
Supported
Compliance Management
Not Supported
Data Deduplication
Not Supported
Data Export
Not Supported
eDiscovery
Not Supported
Encryption
Supported
Retention Management
Not Supported
Storage Management
Supported
Threat Protection
Not Supported
Email Management Features
Data Recovery
Supported
Email Archiving
Supported
Email Deletion
Not Supported
Email Discovery
Not Supported
Email Monitoring
Not Supported
Email Recall
Not Supported
Queue Manager
Not Supported
Response Management
Not Supported
Routing
Not Supported
Shared Inboxes
Supported
Signature Management
Supported
Spam Blocker
Not Supported
Whitelisting / Blacklisting
Not Supported
Kanban Features
Collaboration Tools
Supported
Dependency Tracking
Not Supported
KPI Monitoring
Not Supported
Milestone Tracking
Not Supported
Multi-Board
Supported
Prioritization
Not Supported
Project Planning
Supported
Roadmapping
Not Supported
Supports Scrum
Not Supported
Task Management
Supported
Time Tracking
Supported
Real Estate CRM Features
Campaign Management
Supported
Client / Property Matching
Not Supported
Contact Management
Supported
Dashboard
Supported
Email Marketing
Supported
Interaction Tracking
Not Supported
Lead Management
Supported
Property Alerts
Not Supported
Referral Tracking
Not Supported
Segmentation
Not Supported
Task Management Features
Collaboration
Supported
Create Subtasks
Not Supported
Gamification
Not Supported
Gantt Charts
Not Supported
Mobile Access
Supported
Percent-Complete Tracking
Not Supported
Progress Tracking
Not Supported
Recurring Tasks
Supported
Reporting/Analytics
Not Supported
Spreadsheet View
Not Supported
Task Board View
Supported
Task Planning
Not Supported
Task Scheduling
Supported
Task Tracking
Not Supported
Time Tracking
Supported
To-Do List View
Supported
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Integrations
Bird
Not Supported
Gmail
Not Supported
Google Calendar
Not Supported
Google Drive
Not Supported
Mailchimp
Not Supported
Microsoft 365
Not Supported
Mollie
Not Supported
Voyced
Not Supported
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Integrations
Bird
Not Supported
Gmail
Supported
Google Calendar
Supported
Google Drive
Supported
Mailchimp
Supported
Microsoft 365
Not Supported
Mollie
Not Supported
Voyced
Not Supported
|
Integrations
Bird
Supported
Gmail
Not Supported
Google Calendar
Not Supported
Google Drive
Not Supported
Mailchimp
Supported
Microsoft 365
Supported
Mollie
Supported
Voyced
Supported
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