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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).
Keap offers an integrated email marketing platform for small business users. [2] [5] [9]The Keap platform can create and host Web forms and links, execute automated campaigns, track ROI, provide customer sales updates, database management and e-commerce functionality.
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.
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 ...
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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