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Customers include the Royal Academy, the Red Cross, the NHS and IBM as well as thousands of small and medium sized companies. The company is headquartered in the United Kingdom with an office in Australia. The CRM system includes integrations with various other apps including Zapier, Microsoft 365, Xero (company), Sage Business Cloud. [1]
The Insightly CRM platform was designed to integrate with Google Apps products. [5] [6] In 2012, the company relocated to San Francisco, [7] [8] where it raised $3 million in funding led by Emergence Capital Partners. Insightly used the funding to develop its CRM tools outside of the Google Apps platform, so that it could be an independent CRM. [9]
For small businesses, a CRM system may consist of a contact management system that integrates emails, documents, jobs, faxes, and scheduling for individual accounts. CRM systems available for specific markets (legal, finance) frequently focus on event management and relationship tracking as opposed to financial return on investment (ROI).
Web, iOS, Android: MySQL: 2011 Pivotal CRM / Aptean CRM Aptean 6.6 January 2019 Proprietary.NET yes Windows MS SQL, Oracle 1996 Really Simple Systems / Spotler CRM Really Simple Systems 2016 2006 SaaS: VBScript, JavaScript, ASP yes Cloud Computing: MySQL: 2006 SageCRM: Sage Group: Sage CRM 2019 R1 February 2019 Proprietary or SaaS: ASP.NET, ASP ...
Microsoft Dynamics 365 Business Central (formerly Microsoft Dynamics NAV) – ERP and CRM software-as-a-service product meant for small and mid-sized businesses. Integrating both Dynamics NAV and Dynamics CRM features, consisting of the following modules: for Financials and Operations, for Sales Professionals, for Marketing.
Blackbaud CRM is a web-based platform that is the company's lead offering for larger organizations that need to handle complex tasks. [ 48 ] [ 49 ] Luminate is Blackbaud's offering for mid-tier organizations and is fully integrated with Salesforce.com .
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