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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).
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]
In November 2017, PC Mag listed Spotler CRM in Best Lead Management Software article. [2] In 2018, the company was a finalist in the Small Business Awards for Business Innovation [3] and the DevOps Excellence Awards 2019. [4] More recently, in October 2019, Spotler CRM won the Computing (magazine) Cloud Management Solution of the Year 2019 ...
An ERP and CRM for the Small and Medium-sized Enterprise (SME) in distribution, retail, service and manufacturing. Acquired by Consona Corporation in June 2010: United States: 2010 (3.3.0) Dolibarr: JavaScript, PHP, MySQL or PostgreSQL: GPLv3: Web application (LAMP-based system) to manage small and medium entities Worldwide: 2021-09 (14.0.2) [1 ...
WORKetc is a cloud-based SaaS application that combines CRM, project management, billing, help desk and collaboration modules into one business management platform. [13] [14] [15] WORKetc is able to integrate with Xero, QuickBooks, G Suite, Evernote and Microsoft Outlook. [12]
Microsoft Dynamics 365 is an integrated suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications offered by Microsoft. [1] Combines various functions such as sales, customer service, field service, operations, finance, marketing, and project service automation into a single platform.
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