Although the technology is there now for society to go paperless, we’re still a long way off a truly digital world. It’s almost 40 years since the paperless society was first envisioned and yet most of us are still no closer to making it a reality. If you’ve also come here looking for an alternative to Mariner Paperless or the now discontinued iDocument for Mac, you’ll definitely find something to solve your problem.
We’ve taken a look at the best document management and paperless office software so you can eliminate paper and go digital for good. Going paperless in your home or office is now a reality thanks to applications that make it possible. We've also featured the best project management software. It can run as a standalone platform, but it also integrates with Freshworks other products for sales, customer management, calls, and marketing, among other things. It uses built-in phone and email features to find the best sales leads, engage in relevant conversations, and manage the sales pipeline better. This makes it easy to connect different campaigns in different ways from a single dashboard, as well as track appointments, quotes, invoices, and payments.įreshworks offers a sales-based CRM from the popular Freshworks stable of apps.
Keap is the new brand names for InfusionSoft's successful CRM, which aims to simplify the sales process through a series of clear visual representations as well as a visual builder for creating automated workflows. It provides a visual display of the sales process, alerting you to various actions and goals that need to be covered by the team at different stages. It's designed as a sales management tool to help teams work with more advanced sales projects, and it's both simple to set up and easy to use. Pipedrive advertises itself as a CRM developed by sales people for sales people. Here we'll look at CRM's that have a particular focus on sales: One key purpose of contact management isn't just to record and log customer interactions, but also to support sales channels to create new ones.
Detailed reports keep you up-to-date and there's convenient access via the mobile app.īitrix24's unusually generous free account supports unlimited users and includes 5GB storage, but if you need more, the Plus account offers more features to up to 6 users and provides 50GB online storage. Contacts and communications are logged, leads assigned to sales managers, emails sent, calls recorded, quotes and invoices issued.
The CRM itself is sales-focused for working with your sales funnels and pipelines, with a range of automation features including for connecting with marketing actions.Īlthough Bitrix24 offers many other tools, the excellent CRM is a capable system all on its own. Sometimes everything will be done by clicking through options, but increasingly virtual assistants and AI now play a role in organizing your information.īitrix24 offers a CRM as part of it's huge and inclusive platform of services, which includes collaboration, instant messaging, telephony, project management, and scheduling, as well as document management and even HR tools. At a basic level this means the software will make it far easier to organize all your contacts and communications in one place.Īdditional features are also available, such as visualizations of company hierarchies, so you can see at a glance which person is responsible for which department, making it easier to send an email or make a call to the right person. The aim of contact management software is simple: to make it easier not to just organize your contacts, but to leverage them according to your needs and interests. This is where business contact management software comes into play. You could, of course, simply use a document scanning app to save and manage your business contacts, or use a dedicated email folder, but neither are the best way to organize your new and old contacts.
Yet managing your contacts can be a challenge, for example when returning from business events or trade shows with a pocket full of business cards.
This is not least because relationships are key to business, especially for leads, sales, development, and general connectivity.