Top 10 Small Business

TOP 10
2010 Edition

Small Business CRM Software Vendors REVEALED

Profiles of the Leading Small Business CRM Software Vendors
For more information, visit

Business-Software.com/SmallBusinessCRM

About Small Business CRM
Customer relationship management (CRM) isn’t just for large corporations anymore. In today’s increasingly competitive business environment, where customer service is a key differentiator, the use of CRM technologies is not only beneficial – it’s critical, even for smaller companies. But, enterprise-scale CRM systems can be quite intimidating for smaller businesses. They come with hefty price tags and complex implementations, requiring more financial and IT resources than smaller companies can spare. Additionally, their massive features sets often provide more functionality than a small business needs. Until recently, only larger organizations have been able to reap the benefits of customer relationship management. But, several vendors have emerged with “lite” or small business CRM solutions, to satisfy the needs of the small- to mid-sized market and give smaller companies the same competitive edge. What is Small Business CRM? Small business CRM, or “CRM lite”, provides basic contact management capabilities, without all the complex functions that only larger organizations require. They are designed to support limited groups of simultaneous users (usually 100 or less) over LANs, rather than large user bases spread out over distributed, multi-server networks. Some of the more advanced capabilities that come standard with enterprise-scale CRM packages are usually offered as separately-purchased add-on options. Many small business customer relationship management applications are available as hosted or on-demand solutions. This approach makes CRM more affordable, allowing smaller businesses with tighter budgets to avoid up-front fees and pay only for the services and features they use. Additionally, hosted CRM eliminates long, complicated implementations, so smaller businesses can roll-out their solution quickly, with minimal impact on IT resources. Key Benefits for Your Company Small business CRM packages provide the same benefits as their enterprise-scale counterparts. They can enhance the productivity of your sales, marketing, and customer service staff; reduce the costs associated with attracting, retaining, and supporting customers; increase revenues by enabling you to plan and execute more effective sales and marketing strategies; and allow you to deliver high-quality, worldclass customer service, so you can improve satisfaction and loyalty.

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About Small Business CRM
Small business CRM solutions are also more budget-friendly than large-scale systems. They offer smaller license “bundles”, and allow you to pick-and-choose only the advanced features you want. So, you won’t waste money on unused licenses, or capabilities you’ll never use. Additionally, unlike large organizations, many smaller companies lack structured, documented sales, marketing, and support processes. Small business customer relationship management solutions can help formalize and streamline procedures, so customer-facing operations can be improved across the board. And in smaller companies, where staff members are often required to perform tasks and activities beyond their traditional roles, CRM solutions can make employees more organized, and help them perform more efficiently. Does My Company Need Small Business CRM? Companies of all sizes can derive value from a CRM solution. Whether you have a sales force of one, or one thousand, or you manage one hundred or one hundred thousand clients, CRM technologies can help you dramatically improve the way you run your sales, marketing, and service departments. But, not all companies need the power and complexity of enterprise-scale systems. Consider a small business CRM solution if your company manages less than 500 customers and/or has less than 50 staff members supporting customer-facing operations. Small business customer relationship management is also ideal for companies with minimal complexity in their procedures, where the efficiency and productivity of each individual is more important than coordinating intricate processes across departments. Common Small Business CRM Features Small business CRM packages are primarily contact management solutions that allow sales, marketing, and service personnel to keep track of their prospects and customers, and more effectively manage related activities. Most of them come with some standard reporting capabilities, so management can monitor activities across multiple staff members. Other, more advanced functionality – such as help desk automation, marketing campaign execution and management, sales forecasting, order processing and tracking, and advanced analytics, are usually available as add-on options.

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About Small Business CRM
What to Look for When Choosing a Small Business CRM Solution Although cost is likely to be a major factor when choosing a CRM solution for your small business, it should not be the only thing you consider. Other qualities to look for include: Ease of implementation. Select a solution that is easy to install, integrate, and test, so you don’t have to devote your limited IT resources to a long, cumbersome deployment. Or, consider choosing a hosted solution that will get you up-and-running quickly, with minimal burden on IT staff. Scalability. While you may be a small business now, things could change down the road. Choose a solution that can grow with you, and adapt as your user base expands and your CRM needs evolve. User friendliness. A solution that is intuitive and easy to maintain will eliminate the need for you to waste time and money on training and administration. Top 10 Small Business CRM Vendors You have many options when choosing a small business CRM vendor. In fact, with all the choices available today, the selection process can be overwhelming. To make it a bit easier, we’ve featured some of the leading CRM solutions for small businesses in this paper. You’ll find on-premise options, as well as hosted CRM solutions. Review these vendors, and you’ll be well on the way to finding the right CRM package for your business.

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www.coaction.com | [email protected] | 1-732-636-0485

HIGHLIGHTS * Beyond traditional CRM, to customer collaboration * Web based, On Demand, Advanced Features with Simplicity * Get up and running in hours * Use leads, opportunities, contacts, accounts, cases, documents, tasks, projects and more in a single unified system * Customize screens, make reports and apply rules based automation-for your business needs! OWNERSHIP: Private FOUNDED: 2007 HEADQUARTERS: Iselin, NJ CRM PRODUCTS: * coAction CRM

CUSTOMER FOCUS: coAction offers highly customized solutions, benefitting small and medium sized companies, and departments in large companies. SELECT CUSTOMERS: D&B, Cantrex, Staffmark PRICE: $25 per user per month

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About coAction
coAction provides an on demand business collaboration service as a platform for rich business applications called coApps. coApps are linked applications used by Sales, Customer Service, Finance and others to organize and collaborate, using the services of the cloud. A proven provider of collaboration software, coAction is well positioned to be the dominant player in the on-demand business collaboration market. coAction’s exceptional methodology, expertise, architecture and vision support the company’s goal to lead this rapidly growing market. coAction’s SaaS-based collaboration solutions have been actively deployed by a wide range of industry leaders that rely on these business productivity applications daily. coAction CRM Key Features * Customer Portal - A built-in customer portal enables you to securely connect, communicate, and collaborate with customers, partners and other vendors over the Internet. As a result, companies can significantly reduce IT costs while improving customer satisfaction. * Task Management - It seems that tasks should be simple, yet managing tasks across workgroups can be complex and cumbersome. coAction eases task management by providing powerful business task management functionality for all your needs. * Email Management - With coAction, next generation Web-based business email is here. coAction delivers email with business collaboration functions that have been previously missing in other collaboration software. With coAction, you’ll experience the first “desktop” like email that is fast, easy, and functionally rich. * Analytical Dashboards - Drill down from rich dashboards, directly to the item and perform actions. * Calendar - coAction’s rich, interactive interface makes scheduling, tracking and managing daily appointments convenient and productive.

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About coAction
* Project Management - coAction enables you to manage milestones, resource assignment, timelines, and tasks. Use coAction’s powerful allocation techniques to optimize resource management. Track milestones and tasks; escalate, provide reminders and due date based notifications. Project information can be searched, sliced and diced as needed and context information and other relevant information can be added to projects. * Document Management - coAction streamlines the muddle and complexity of document management by linking business processes, supporting collaboration with internal and external users inside and organizing email clutter. * Workflow - Create tasks, alerts, send email, route items, change item status and a lot more using a powerful rules-based automation engine. Use an easy workflow definition wizard to automate an item workflow. * Status - Track life cycle of items through automated or manual status changes. Denote your custom labels, icons and colors. * Import Wizard - Use a powerful and easy-to-use mapping tool to import Excel/CSV files, for items, accounts and contacts. * Email - Send email on an item and keep communications in one place as part of item history. * Audit History - A record of all the actions taken on an item, along with the date, time, and user ID stamp, is stored in the system for audit. * Search - Use powerful search metaphors, such as wild cards, ranges, boolean operators on any view and on multiple attributes to narrow your search results. * Letter Templates - Use pre-defined PDF templates or combine user information such as signature, item information, account information and custom text to create a powerful template that can be used by one and all.

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About coAction
* Comments - Add a comment to an item, keep track of past comments, who made them and when. * Sort/Freeze - Sort any view using a single click on ascending or descending order. Freeze columns to enable efficient horizontal scrolling. * Attach - Attach files of any type to an item, either upload file to coAction server or link the file to your server, no upload necessary! * Call Logging - Enter the details of a phone conversation with a customer by using predefined call templates for audit. * Email Templates - Use pre-defined email templates or combine user information such as signature, item information, account information and custom text to create a powerful template that can be used by one and all. * Action History - All actions on an item become part of the audit history, which can be exported. * Tasks - Create tasks linked to items, assigne tasks to users or groups/roles. coAction CRM Highlights coAction provides three compelling reasons to finally provide a SAAS in context of your work: * A consistent and rich desktop like experience on the web, across all applications * The ability to share, communicate and collaborate with internal users and external partners, in a secure and easy manner * Use powerful coApps, pre-built or design your own with all the power of the coAction platform, ready to use

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www.maximizer.com | [email protected] | 1-800-804-6299

HIGHLIGHTS * Completely integrated sales, marketing and customer service and support management solution * Simple & quick to deploy and use, offering the lowest TCO in its class * Access options: Windows® desktop, web, or mobile smartphone (BlackBerry® or other devices through web browser) * All-Access (web, desktop, mobile) available for Group and Enterprise editions in one all-inclusive license

OWNERSHIP: Private FOUNDED: 2002 (Predecessor company founded 1995)

HEADQUARTERS: Vancouver, BC, Canada BUSINESS MODEL: On-Premise

CRM PRODUCTS: * Maximizer CRM 11 • Enterprise Edition • Group Edition • Team Edition • Entrepreneur Edition

CUSTOMER FOCUS: Small and mid-sized companies and divisions of larger enterprises SELECT CUSTOMERS: Cathay Pacific, Fisher & Paykel Healthcare, HSBC, Ipsos Canada, Oxford University, Siemens, Société Générale and TD Securities PRICE: Starting at $199

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About Maximizer
Maximizer Software is a leading provider of simple, accessible, customer relationship management (CRM) solutions, providing high value for small and medium-sized businesses, and divisions of large enterprises. As a pioneer in the CRM industry for more than 20 years, Maximizer offers sales, marketing, customer service staff and business leaders access to customer information through a Web browser, a mobile device or on their desktop. Maximizer’s CRM solutions enable organizations to accelerate business growth by centralizing customer information and streamlining processes, while exceeding client expectations to build loyalty. Maximizer Software has sold over one million licenses to more than 120,000 customers, ranging in size from entrepreneurs to multi-national organizations. Maximizer Software is a global business with offices and business partners throughout the Americas, Europe/Middle East/Africa and Asia Pacific. Maximizer CRM adapts to the way organizations work, and grows as a company’s business grows. Maximizer offers four editions, as well as several add-on modules and options for the solution that matches a company’s business needs. The right solution will depend on the number of users, access, and feature requirements. Maximizer CRM 11 Group and Enterprise Editions (Full-Featured CRM) Maximizer CRM provides full-featured CRM functionality including sales force automation, marketing automation and customer service & support. Maximizer CRM provides multiple access options including desktop, Web and mobile through the latest smartphones. All-Access licenses also include one year of maintenance support. Key Features of Maximizer CRM: Contact and account management, Sales force automation, Sales Quota Management, Sales Opportunity Management and Monitoring, Marketing automation, Wizard-driven dashboards, Quick email templates, Customer service and support, Microsoft Office® integration, Partner relationship management, Workflow automation, eCommerce and payment processing, Microsoft Exchange Integration, Integration with QuickBooks® and Microsoft GP® accounting software. Full-featured CRM available through Web access and full integration with Blackberry smartphones is provided with MaxMobile.

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About Maximizer
MaxMobile (Maximizer Mobile CRM) Maximizer Mobile CRM combines the convenience of mobile devices and the power of CRM to help an organization stand out in today’s competitive environment. Maximizer Mobile CRM enables immediate updates from the field by providing real-time access to your entire Maximizer CRM database content. By equipping professionals on the road with full-featured CRM in their pockets, Maximizer fosters the collaboration and customer engagement, essential for succeeding in the field to win more deals. Features of Mobile CRM: Wireless deployment via email, Relationship Management, Productivity, Collaboration & Access, Performance Measurement. Supported Devices: BlackBerry 7000, 8000 & 9000 Series, including Curve, Pearl, Bold, Storm and Tour and through the web browser for Windows Mobile®, iPhone™, Nokia, Palm®, Android and other smartphones. Maximizer CRM 11 Entrepreneur and Team Editions (Contact Management) Maximizer Entrepreneur Edition, the award-winning contact manager, is designed to help companies maximize their time, improve customer satisfaction and increase sales. It’s easy to configure right out of the box, so organizations can get up and running quickly and focus on their business. Entrepreneur Edition is ideal for small businesses, home offices, financial advisors, realtors, and sales professionals in virtually any industry. Team edition includes all of the functionality of Entrepreneur Edition, plus more robust sakes opportunity management. As well as one year of maintenance support and mobile access. Features of Maximizer Entrepreneur Edition: Contact management, Opportunity management, Sale force automation, Integration with Microsoft Office®, Integration with QuickBooks® accounting software, On-the-fly reporting with easy exporting to Excel.

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www.microsoft.com/dynamics/default.mspx | 1-888-477-7989

HIGHLIGHTS * Highly customizable CRM application/platform * Familiar Microsoft Outlook-like user interface * Robust reporting engine for sharing between users in a variety of formats, including Excel, HTML, PDF, XML and CSV

OWNERSHIP: Public (NASDAQ: MSFT) FOUNDED: WA, 1975

HEADQUARTERS: Redmond, WA BUSINESS MODEL: Hosted and On-Premise

CRM PRODUCTS: * Microsoft Dynamics

CUSTOMER FOCUS: Outlook users in small and mid-size businesses. SELECT CUSTOMERS: H&R Block, Expedia, Millennium Hotels and Resorts, COMPUSA, Zone Cuisine, 1-800-CONTACTS PRICE: The full-suite Professional Edition is priced between $622 and $880 per user and $1,244 and $1,761 per server. Full-suite Small Business Edition, which is a requirement for the Small Business Edition, is priced between $440 and $499 per user and between $528 and $599 per server.

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About Microsoft
Microsoft Dynamics for customer relationship management empowers your employees to boost sales, satisfaction, and service with automated CRM that’s easy to use, customize, and maintain. Microsoft Dynamics business software offers a wide spectrum of feature-rich, affordable CRM solutions to help you meet your specific needs. Whether you run a small, growing business or a large organization with a high number of customers and large sales and marketing teams—you can use Microsoft Dynamics to help you manage relationships even better. The Microsoft Dynamics suite of CRMrelated solutions includes: * * * * * * * * Microsoft Dynamics CRM Microsoft Dynamics AX for field service Microsoft Dynamics AX for sales and marketing Microsoft Dynamics GP for field service Microsoft Dynamics NAV for sales and marketing Microsoft Dynamics NAV for service management Microsoft Dynamics SL for field service Microsoft Office Outlook 2003 with Business Contact Manager

The CRM solutions and capabilities within Microsoft Dynamics connect closely to other Microsoft technologies that you may already use. This brings together data, helping your sales people to answer customer questions without making the customer wait. When your employees use the CRM functionalities of Microsoft Dynamics, they work within a familiar Microsoft software environment. This helps reduce distractions of having to learn and work with disparate software tools. Microsoft Dynamics solutions are typically implemented for you by a Microsoft partner with the right industry and technical expertise.

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www.netsuite.com

|

[email protected] |

650-627-1000

HIGHLIGHTS * Comprehensive CRM feature set with easy customization tools * Real-time analytics dashboard * Strong integration with Microsoft Outlook

OWNERSHIP: Private FOUNDED: California, 1998

HEADQUARTERS: San Mateo, California BUSINESS MODEL: Hosted

CRM PRODUCTS: * NetSuite * NetCRM * NetERP * NetSuite Small Business * NetCommerce

CUSTOMER FOCUS: Small and mid-sized businesses. SELECT CUSTOMERS: Aeris.net, AMPRO, Oakland Athletics, Novak Conversions Inc., Document Sciences PRICE: NetSuite is $499 /month base fee and $99 /user /month (includes maintenance, support is extra) NetSuite CRM+ is $129 /user /month (includes maintenance & support)

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About Netsuite
NetSuite Inc. offers hosted CRM software for small to medium businesses. NetSuite was originally incorporate as NetLedger by its founders Larry Ellison and a young protégé, Evan Golberg. The company’s name was later changed to its current NetSuite. NetSuite enables companies to manage all key business operations in a single system, which includes accounting/Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Ecommerce. NetSuite is delivered as an on-demand service, so there is no hardware to procure, no large, up-front license fee, and no complex setups. Finally, NetSuite’s patent-pending “”real-time dashboard”” technology provides an easy-to-use view into role-specific business information that is always up-to-date. NetSuite’s strong all-in-one front- and back-office solutions span CRM, ERP, accounting, and eCommerce making this a one-stop package for SMBs. The company’s software helps you to manage your key business operations in a single, integrated system. Netsuite’s software solutions include: * * * * * * * NetSuite - complete CRM for mid-sized businesses NetSuite Small Business - CRM for small businesses NetSuite CRM - traditional CRM NetSuite CRM+ - Total CRM solution NETERP - Web-based accounting/ERP NetCommerce - eCommerce solution NetFlex - third-party software integration

The company’s patent-pending “real-time dashboard” technology provides an easy-touse view into role-specific business information that is always up-to-date. At times, the comprehensive functionality adds to the product’s complexity. Service thresholds and per-module pricing can increase your costs. NetSuite has thousands of customers globally ranging in industry, business size and software solutions.

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www.workbooks.com | [email protected] | +44 (0) 118 3030 100

HIGHLIGHTS * Designed for small and mid-size businesses by people who’ve built and run SMEs * Simple windows-like Web 2.0 interface - easier to use and quicker to adopt * Web based: No hardware or software required * Part of a suite of ‘prospect to cash’ online applications * Exciting UK company, winning business against bigger players * Great customer references * Free trial available

OWNERSHIP: Private FOUNDED: 2007

HEADQUARTERS: Berkshire, UK BUSINESS MODEL: Hosted CRM

CRM PRODUCTS: * Workbooks CRM * Workbooks Business

CUSTOMER FOCUS: Small and mid-sized enterprises. PRICE: From £35 per user per month.

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About Workbooks
Workbooks is a web-based CRM solution that takes advantage of the very latest web 2.0 technologies. The service is competitively priced and delivers unlimited scalability and guaranteed availability. Headquartered in the UK, Workbooks Online provides a suite of easy-to-use business applications designed specifically for small and mid-size organizations to run their business - already fully integrated and delivered via Software as a Service (SaaS). Workbooks CRM and Workbooks Business comprehensively support organizations’ business lifecycle, including sales, marketing, sales order management, invoicing, customer service and purchasing and supplier management. Workbooks CRM and Workbooks Business help organizations improve the performance of their business; with real-time visibility of Key Performance Indicators (KPIs). Workbooks Online solutions help to increase productivity through efficiency gains and provide the framework to better manage business risk. Workbooks Online applications are pre-integrated on the WorkbooksOne™ technology platform. This removes the traditional requirement for small and mid-size businesses to select, purchase, implement, integrate and manage separate CRM and back-office software and associated hardware; in contrast Workbooks is ready for use as soon as you subscribe - and starts to deliver value immediately. Workbooks CRM includes key features to assist in the a number of important operations in your business including: * * * * * * * Sales Force Automation Marketing Automation Sales Order Management Customer Service & Support Purchase Order Management Invoicing and Cash Collection Company Management

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na.sagecrm.com

| [email protected] | 480-368-3700

HIGHLIGHTS * On-premise version can run inside of Microsoft Outlook * Sage offers both hosted and on-premise solutions * Targeted at small and medium businesses

OWNERSHIP: Public (LSE:SGE) FOUNDED: 1981

HEADQUARTERS: Scottsdale, AZ BUSINESS MODEL: Hosted and On-Premise

CRM PRODUCTS: * Sage CRM * SageCRM.com

CUSTOMER FOCUS: Small and medium businesses. SELECT CUSTOMERS: ACME Truck Line, Asbestway Abatement Corporation, Buffalo Sabres, CPS, Digitell PRICE: Starting at $1,495 per server and $495 per user license; Hosted Service $69/month/user

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About SageCRM
With a wide range of front-office and back-office solutions — including accounting, human resources, payroll, fixed asset management and customer relationship management (CRM) software — Sage Software offers award-winning products and services that have revolutionized the way companies do business in today’s marketplace. Sage Software solutions serve companies across a broad spectrum of industries, ranging from small privately-owned businesses to large nonprofit organizations. Sage CRM is a wireless and Internet-based CRM system that provides enterprise-wide access to vital customer, partner and prospect information. Sage CRM Sage CRM is an easy to use, fast to deploy, feature rich CRM solution providing enterprise-wide access to vital customer information - anytime, anywhere. With Sage CRM, you can better manage your business by integrating field sales, internal sales, customer care and marketing information. SageCRM.com SageCRM.com is a comprehensive on-demand CRM solution for clients seeking a low-cost, low-risk solution. One price gets you everything: CRM application, support, training, backups, and updates. SageCRM.com also offers the flexibility to migrate to an onsite CRM system as business needs evolve. Sage Software is a subsidiary of The Sage Group plc, a leading international supplier of accounting and business management software solutions and related products and services for small and midsized businesses. Formed in 1981, Sage was floated on the London Stock Exchange in 1989 and the Group now has 5 million customers. The Sage Group plc. is the company behind many respected software brands including: Peachtree, Sage CRM, Sofline Pastel, ACT!, and SalesLogix.

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www.esalestrack.com | [email protected] | 1-866-765-4CRM (4276)

HIGHLIGHTS * Expertise – Expert, hands-on configuration and training for all implementations so your success is guaranteed * Best Value – More features and functionality at the lowest price offers the best value in a hosted CRM application * Customization - Create perfect custom dashboards, forms and detail pages to show you the information you want in one clear page * Free 30-day, full-featured trial

OWNERSHIP: Private FOUNDED: 2005

HEADQUARTERS: Overland Park, KS BUSINESS MODEL: Hosted

CRM PRODUCTS: * eSalesTrack

CUSTOMER FOCUS: While eSalesTrack services a wide-range of industries, small and medium-sized businesses with multiple sales channels find eSalesTrack especially easy to manage. SELECT CUSTOMERS: Telecom Inventory, LLC, TJ Properties, Accord Human Resources, Nuvox Communtications PRICE: All features are included for just $40/user/month.

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About eSalesTrack
After many failed CRM implementations in a large organization, a frustrated core group of sales professionals and management put their heads together to create eSalesTrack, a solution that solved every need inside their company, and thousands of users in other companies since. Attempting to use everything from internally built sales automation tools, to spreadsheets to massive “Big Business” CRM rollouts, all ended up failing because the users found the applications to be a burden rather than a tool. Simple interface with intuitive functionality is the key to an effective CRM tool and has been the cornerstone of eSalesTrack since the first version was developed over 7 years ago. Customizable and Feature-Rich Fully customizable to meet the needs of your company, eSalesTrack offers quick access to any piece of your data. With the most advanced reporting tool available in a hosted CRM application, eSalesTrack can develop reports on any piece of information you are looking for. With collaborative tools like a complete e-mail platform, integrated audio/video conferencing, and unique tools like the “Funnel Manager”, eSalesTrack delivers a suite of features that allows organizations to manage and report on any aspect of their customer relationships on a granular level. Let your customer know how much you care about them, give eSalesTrack a try today. User-Centric Many CRM’s promote that their user interface is friendlier than the others yet when opened, they look like all the others. From the initial page, eSalesTrack stands out as the most user-friendly applications available on the market today. Seeing is believing. Expert implementation guidance on the most user-friendly interface available continues to be the reasons eSalesTrack customers are experiencing CRM success like never before. By helping develop your internal sales process, assisting in the configuration and set-up of your customizable application, and providing comprehensive training to get users started quickly, eSalesTrack will give your users the tool they have been looking for help them be more successful.
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About eSalesTrack
Key Features: * Account Management * Account Roll up * Activity Management * Application Programming Interface (API) * Audio and Video Conferencing * Automated Processes * Bidirectional Outlook synchronization * Business Process Automation * Calendaring * Campaign Management * Channel Management * Collateral & Literature Catalogue * Contact Management * Custom Reporting and Analytics * Customer Service & Support * Customizable Dashboards * Dashboards * E-mail Integration * Forecasting * Lead Management * Lead Routing * * * * * * * * * * * * * * * * * * * * * Live Collaboration/Chat Marketing Automation Mobile Web CRM Field-level Security Online Service Inquiries Opportunity Management Order Management Outlook Integration Pipeline Management Product Catalogs Queue Management Quota Management Quote/Proposal Generation Sales Analytics Sales Force Automation Sales Team Management Task Management Territory Management Time Management Web Integration Workflow Process Automation

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www.appshore.com | [email protected] | 916-817-4548

HIGHLIGHTS * * * * Extremely affordable hosted CRM Suited for small business who need basic CRM functionality Excellent customer service and support Simple, straightforward and easy to use

OWNERSHIP: Private FOUNDED: California, 2004

HEADQUARTERS: Folsom, California BUSINESS MODEL: Hosted

CRM PRODUCTS: * Professional Edition * Premium Edition

CUSTOMER FOCUS: Small businesses. SELECT CUSTOMERS: QwikQuote, eSource Marketing, First Home Help, Blue Reef Yachting, AmeriShade PRICE: Professional Edition: $14 per user per month Premium Edition: $24 per user per month

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About AppShore
AppShore was founded with a crystal clear vision: To provide small business owners with the single most functional, cost-effective, and easy-to-use Customer Relationship and Contact Management solution possible. Most of our customers sign up for our product because they: * have customer information on bits of paper all over the place and want to get organized * are using Excel to keep track of their leads and customers but the spreadsheets are getting too big and difficult to manage * are using ACT! or Goldmine or some other desk top based contact management solution but are afraid of losing data if the PC crashes or is infected by a virus * need to share information with partners or employees in different locations * have used salesforce.com in the past, but want something that is much easier to use and costs a lot less but does basically the same thing Key features of Professional Edition include: * * * * * * Lead management - including lead capture from your web site Account and Contact management – Contacts are linked to Accounts Activity management – keep track of calls, meetings, task, events Opportunity management – track the progress of sales through multiple stages Document management – central repository for document sharing Case management – track post-sales customer support issues

Premium Edition offers all the features of Professional Edition plus: * Full customization – virtually every aspect of the system is customizable * Email marketing – send bulk email quickly and easily * Shared Calendar – for improved collaboration and group activity management

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www.prospectsoft.com | [email protected] | +44 (0) 1494 486 301

HIGHLIGHTS * 16 Years of IT Experience * Accounts and Website integrated CRM solutions * Modular, fully flexible systems * Mobile solutions, providing critical data to staff on the road

OWNERSHIP: Private FOUNDED: 1994

HEADQUARTERS: Stokenchurch, England, UK BUSINESS MODEL: Hosted & On-Premise

CRM PRODUCTS: * ProspectSoft CRM Enterprise * ProspectSoft CRM Professional * ProspectSoft Easy CRM * ProspectSoft Web Solutions

CUSTOMER FOCUS: ProspectSoft offers flexible CRM and online solutions in a wide range of industries, aimed specifically at growing businesses.

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About ProspectSoft
ProspectSoft has a simple message: “CRM is not about minimizing costs, it’s about clear, accessible, Customer and Supplier Intelligence”. This is achieved through basic maxims of delivering systems which communicate with people, integrate with systems and provide mobility of data. Communication of information around the user’s organization is essential for rapid and effective response to customer and supplier situations. Integration with other systems, particularly those in the back office, prevents wasteful duplication caused by the wellknown “islands of information” syndrome. Over 90% of ProspectSoft CRM Software installations include remote and mobile users, meeting the ever-increasing demand by managers, sales and support staff who are regularly on the road, for up-to-date customer and supplier information. The company was formed in 1994 as a specialist software house and has developed considerable expertise in mobile database solutions and systems integration. ProspectSoft CRM has evolved over the past 5 years and, following a 300% expansion in the company since the start of the millennium, CRM solutions are now installed in the UK and 12 other countries, from Sweden to South Africa, Ireland to New Zealand and the USA. ProspectSoft delivers its CRM Solutions in the UK through 40 highly trained and qualified resellers, backed up by in-house sales, support and consulting staff. In the rest of the world, support is provided locally by distributors. ProspectSoft Key Features Both ProspectSoft CRM and ProspectSoft Web Solutions are fully modular to meet the needs of a diverse customer market, regardless of type or size. The ability to make alterations to almost any aspect of the user interface is included with every system. CRM software core system functionality: * Multiple Company Accounting Software integration – inbuilt links for accounts system ledgers and stock file, to read and import data * Document management, including full integration to Microsoft Office * Both Business-to-Business and/or Business to Consumer contact management

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About ProspectSoft
ProspectSoft Technology ProspectSoft CRM is powered by a robust SQL database, and installed on-site in a single installation process. Installation and subsequent support is provided by a fully accredited ProspectSoft partner. ProspectSoft Highlights Accounting Software Integration ProspectSoft CRM software and solutions integrate seamlessly, with several leading accounting software systems, including Access Dimensions, Exchequer Enterprise, Pegasus Opera and Sage Line 50ProspectSoft CRM provides a user-friendly accounts portal to; create new sales and purchase ledger accounts, view purchase history, products and pricing as well as stock levels in a simple format – without requiring additional accounting licences. Orders can then be confirmed directly into the accounts Sales Order Processing. Telephony Integration ProspectSoft CRM software is compliant with Microsoft’s TAPI standard, so it can be integrated “out of the box” with most widely used telephony systems to manage outgoing and incoming calls. Users can automatically call companies or individuals from any customer or supplier record, while incoming caller details are displayed clearly, but unobtrusively. The system recognizes a DDI, switchboard or mobile number, or will find the closest match. The caller’s details are then instantly accessible. Mobile Computing Customer or supplier information, including documents or accounting data, are instantly accessible to any LAN user. The same information is available to wide area network (WAN) users, so staff in other offices are always up to date. This is also true for managers, sales or service people on the road, with laptop or tablet PCs, or PDAs, over GPRS, 3G or Wi-Fi connections. Mobile users can access and process customer information for example, to take orders or to receive and update service calls. Optional CRM Functionality * Telephony Integration

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About ProspectSoft
* Sales Opportunity Tracking – progressing sales opportunities through any number of user-defined statuses * Quotation Engine – generating standardised quotations in a sharable format * Problem/Issue Tracker – Assigning and resolving customer problems * Campaign Manager – Monitoring and improving your marketing spend, carrying out mailmerges. * Infobase Searching – Building a searchable log of previously resolved issues * Tracking individual inventory items and service contracts against a particular customer

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www.sap.com/usa/index.epx | 610-661-1000

HIGHLIGHTS * Largest enterprise software company in the world * Serves the largest companies around the world * Offers integrated suite of CRM, ERP, Supply Chain, HR, Financial and other enterprise applications

OWNERSHIP: Public (NYSE:SAP) FOUNDED: PA,1972

HEADQUARTERS: Newtown Square, PA BUSINESS MODEL: Hosted and On-Premise

CRM PRODUCTS: * MySAP CRM

CUSTOMER FOCUS: Mid-size and large enterprise customers. SELECT CUSTOMERS: Artic Cat, Brother International, Caterpillar Logistics, T-Mobile, Vitens PRICE: Not published.

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About SAP
SAP Americas is a subsidiary of SAP AG, the world’s largest inter-enterprise software company and the third-largest software supplier overall. SAP offers CRM on-demand solutions that are easy-to-use, Web-based, and available on a subscription basis. Used by more than 3,200 customers world-wide, mySAP Customer Relationship Management (mySAP CRM) includes features and functions to support core business processes in the following areas: Marketing – Improve the effectiveness of your marketing activities, maximize resource efficiencies, and empower marketers to acquire and develop long-term customer relationships. Sales – Eliminate productivity barriers, enforce consistency across all selling channels, and increase overall performance within your sales organization. Service – Transform service into a profitable line of business with a broad range of functionality to enable customer service and support, field service, e-service, and more. E-commerce – Turn the Internet into a profitable sales and interaction channel for both business customers and consumers. Channel management – Optimize your indirect channels with support for partner and channel management. mySAP CRM also supports several industry-specific processes with functionality designed to meet the individual needs of diverse industry groups. Founded in 1972 as Systems Applications and Products in Data Processing, SAP is headquartered in Walldorf, Germany. SAP Americas’ corporate headquarters is located in Newtown Square, PA. The company employs more than 37,700 people in more than 50 countries, and serves more than 34,600 customers worldwide.

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Rising Star
www.claritysoft.com | 1-888-838-7487

HIGHLIGHTS * Simplified CRM - Install, customize and load your data in a couple hours * Intuitive and Easy to Use * Smart client technology combines the rich user experience of a Windows Client with the deployment benefits of a web client * No hidden costs, no need to buy additional hardware or software * No Internet Required, Leverage the power of ClaritySoft with or without an internet connection OWNERSHIP: Private FOUNDED: 2006 HEADQUARTERS: Dublin, OH BUSINESS MODEL: Hosted & On-Premise CRM PRODUCTS: * ClaritySoft CRM

CUSTOMER FOCUS: Small to mid-size businesses. SELECT CUSTOMERS: Muirfield Energy, EGSI Financial, Precision Medical, CareerMax, XLN Systems, Wetzel Insurance, Digital Reliance PRICE: $26 per user per month (3 year average)

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About ClaritySoft

Rising Star

ClaritySoft CRM was created on the belief that Customer Relationship Management (CRM) technology should be better. Most CRM solutions available today are bloated with too much functionality, are difficult to use and fail to provide real value to end users. Our research concluded that most salespeople and managers were dissatisfied with their existing CRM solutions and they were getting no measurable value out of those systems. ClaritySoft provides an intuitive and easy to use software solution that sales people readily adopt and leverage to drive sales performance. ClaritySoft CRM fills the space between contact management software and mid-market CRM offerings, with a CRM solution that’s cost effective, implements fast, and delivers the right balance of functionality and simplicity to ensure user adoption and a successful CRM implementation. ClaritySoft CRM Key Features ClaritySoft CRM includes the high value capabilities of enterprise CRM and eliminates the low value features that provide little to no benefit for most companies. ClaritySoft is thus easier to install, easier to customize and easier to use. Key capabilities include: * Account and Contact Management * Opportunity Management and Forecasting * Quotations and Price Books * Task and Activity Management * Shared Calendar * Email Marketing * Email and Letter Templates * Data Segmentation – For Target Marketing * Easy Customization * User Profile Management ClaritySoft CRM Software Highlights * List Actions – List Actions help you perform powerful functions on any lists of contacts such as; email, mail merge, print labels, group edit and export. In a matter of a few mouse clicks you can send out a targeted and personalized email to any group of contacts in your database.
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About ClaritySoft

Rising Star

* Data Segmentation – Segment your data by capturing unique characteristics about your customers and prospects. You can then do a search on any combination of those characteristics to create a target list and perform a List Action such as “email contacts.” * Power Search – Find anything fast. ClaritySoft offers multiple ways to find exactly what you’re looking for. Whether it’s a single contact or group of records within a date range, ClaritySoft makes it easy to find the information you need to run your business. * Make It Yours – Transform ClaritySoft into a CRM solution that looks like it was built specifically for your business. ClaritySoft provides the basic fields and tabs you need to run a good CRM system, and lets you add the fields and tabs that work best in your unique business environment.

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Rising Star
www.salesnet.com | 1-866-732-8632 HIGHLIGHTS * Patented sales process engine * Focused on driving sales effectiveness * Smart forms to keep data fresh and forecasts accurate * Snapshot reporting & dashboards compare how data has changed over time * Cross-browser and platform compatible * Advanced controls * Power built-in data analysis tools

OWNERSHIP: Public (NYSE: RNOW) FOUNDED: 1999

HEADQUARTERS: Atlanta, GA SOFTWARE MODEL: Hosted

CRM PRODUCTS: * Salesnet CRM

CUSTOMER FOCUS: Salesnet focuses on customers who are driven to increase sales effectiveness. Salesnet services a variety of industries including financial services, manufacturing, software, training and education SELECT CUSTOMERS: Sovereign Bank, LXE, ITSM Academy, Namasco, Valley Bakers PRICE: Not published.

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About Salesnet

Rising Star

Founded in 1999, Salesnet is a pioneer in customer relationship management software, offering CRM that drives sales effectiveness and gives companies true pipeline visibility. Based in Atlanta, Georgia, Salesnet is part of RightNow, a provider of on demand customer relationship management (CRM) solutions that help consumer-centric organizations deliver great customer experiences. Founded in 1997, RightNow is headquartered in Bozeman, Montana, employs more than 700 people, and serves over 1,900 organizations worldwide. RightNow is listed on the New York Stock Exchange under the symbol RNOW. Update for 2010: The first quarter of 2010 marks the release of The New Salesnet. With a brand new interface and many exciting new features, the New Salesnet has become a CRM system for the next decade. Salesnet Key Features * Patented Sales Process Workflow Engine: Salesnet’s application allows the customer to create multiple sales processes that will drive effectiveness. * Smart Forms: Create multiple smart forms to be automatically provided to the sales person as they complete their actions with the customer. These Smart Forms will insure that the right data is collected at the right time during the sales process and will insure that pipeline data is fresh. * Color Coded Activity: Salesnet’s application uses color code to drive the right activities at the right time. This color code activity takes the guess work out of what the sales person should do today and allows managers to see who isn’t keeping up with their day to day interactions with the client. * Slice and Dice Data: Salesnet’s ability to slice and dice the data in real time is unmatched. You can query the data with unlimited query items. You can also change the fields in a layout, change the order of the fields, group the data base on multiple fields and add filters. Once you have sliced and diced the data you can then export it to word or excel. * Snap Shot Reporting: Allows users to take snapshots of reports and compare these snapshots to current reports or other snapshots. No longer does a sales managers have to try to figure out why his forecast has changed, Salesnet’s snapshot compare tell the sales manager what has change and by how much.
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About Salesnet

Rising Star

* Dashboard Compare: Allows users to compare up to 24 instances of how a dashboard has changed over time. * Salesnet Security, Stability and Scalability: Salesnet’s application infrastructure is designed to provide airtight security, with 99.6% uptime and unlimited scalability. * Marketing, Communication Manager: Create custom templates for form letters, envelopes, labels and HTML email using Microsoft Word. Templates can be used within Salesnet for mass email campaigns, proposal generation, and a wide variety of communications. E-mails can be generated within Salesnet with the click of a mouse. * Multiple Layouts and Layout Usage: Create multiple screen layouts for Accounts, Contacts and Deals, and grant usage rights to layouts for specific positions, teams and individuals. This allows for customized interfaces for different departments. * Importing & Exporting Data: Import data in comma separated values (CSV) file format from external sources. You can export your data directly to Excel or a comma separated values (CSV) file for manipulation in other applications. * Won/Lost Reason Codes for Deals: Enable your organization to analyze why its Opportunities are being Won or Lost, which is key information for improving your sales organization and increasing your bottom line. * Message Center: The Message Center gives you a centralized hub for sending and receiving messages to and from other people using Salesnet. * Company Preferences: Set SSL encryption as mandatory for everyone, establish the number of consecutive times someone can log in unsuccessfully before being locked out (login attempt limit), establish password rules, choose your multi-note options, and choose your linked email options for greater company security and more standardized processes. * Individual and Company Profiles: Manage your personal profile, the profiles of each person using Salesnet, and your company’s profile. Assign privileges, allowing people to access certain areas of Salesnet. * Web Services API: Integrate your Salesnet data with other best-of-breed applications like call center, marketing automation and customer support software via XML Web Services.

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About Salesnet

Rising Star

Salesnet Software Highlights * Intelligent Pipeline Management – While there are many CRM products on the market today, only Salesnet provides Intelligent Pipeline Management - the built-in capability to view real-time information on pipeline opportunities, to see related sales activities and to distinguish how this information is changing over time. * Engage Your Way – Salesnet offers an easy-to-use customization tool that allows you to Engage Your Way by configuring Salesnet to your unique processes, without having to involve your IT department. Or, if you’re struggling with process definition, Salesnet offers industry best practices to help you implement a process that will work for you. * Keep It Simple with Salesnet – The Keep It Simple with Salesnet functionality automates many tasks that sales reps do on a daily basis to keep track of what’s happening with accounts - decreasing time in front of the computer and increasing time in front of the customer.

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Rising Star
www.adaptcrm.com | 1-714-389-1584

HIGHLIGHTS * Real-time accounting & ERP integration seamlessly links ADAPTcrm to midrange ERP systems * Comprehensive customer service and support with warranty tracking * Easy-to-use setup tables offer extensive platform configuration * Robust contact management, sales force automation, marketing campaigns, service / repair management, sales opportunity management, and defect management

OWNERSHIP: Private FOUNDED: 1991

HEADQUARTERS: Costa Mesa, CA BUSINESS MODEL: On-Premise

CRM PRODUCTS: * ADAPTcrm

CUSTOMER FOCUS: Small-to-medium sized businesses, and divisions of larger enterprises in all verticals. SELECT CUSTOMERS: Raytheon, Magic Software, Anchin Block & Anchin, SYSPRO Software, Dentek, Taylor Guitars, Yeti Cycles, Dunlop Manufacturing, Benchmade Knife Co., and many more

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About Adapt CRM

Rising Star

Since 1991, ADAPT Software Applications, Inc. has assisted over 1200 companies worldwide in meeting their enterprise software requirements. With more than a decade of experience in multi-platform and web-based custom application development, the company continues to develop and market moderately priced, end-to-end Customer and Supplier Relationship Management solutions characterized by leading-edge technology, comprehensive functionality and a solid implementation methodology. ADAPTcrm, the company’s flagship product, was built from the ground up, not acquired from various other software developers. Because we have always maintained development and ownership exclusivity, the system maintains unsurpassed interdepartmental integration. ADAPTcrm is designed to track all key customer and vendor communications within a single, integrated module. The system’s intuitive design facilitates interdepartmental collaboration and provides visibility over all mission critical touch points within an organization. ADAPT is also dedicated to providing total solutions to clients through our professional consulting services staff. These services include implementation of the ADAPTcrm line of products, project management, technology transfer, documentation, training and technical support – for new or existing clients. Depending upon your specific requirements, ADAPTcrm implementation services (data conversion, installation and user training) will in most cases be provided by an Authorized ADAPTcrm Reseller Partner who has invested the time and resources in becoming proficient through our extensive training course offerings. Each consulting project has a detailed, step-by-step plan for implementation, to help the customers accurately project time and cost estimates. ADAPT is also dedicated to providing total solutions to clients through our professional consulting services staff. These services include implementation of the ADAPTcrm line of products, project management, technology transfer, documentation, training and technical support – for new or existing clients.

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About Adapt CRM

Rising Star

Depending upon your specific requirements, ADAPTcrm implementation services (data conversion, installation and user training) will in most cases be provided by an Authorized ADAPTcrm Reseller Partner who has invested the time and resources in becoming proficient through our extensive training course offerings. Each consulting project has a detailed, step-by-step plan for implementation, to help the customers accurately project time and cost estimates. Adapt CRM Key Features ADAPTcrm is an integrated solution that allows companies to focus their entire enterprise on their customers with minimal time and effort. ADAPTcrm Enterprise uses Microsoft SQL Server and offers account replication for remote users using Microsoft SQL Server’s replication technology. The most effective CRM solutions can be customized to meet specific business needs, and ADAPTcrm can be extensively configured using setup tables that require no complex programming or database administration. Other ADAPTcrm highlights include: * Marketing Campaign Management – The ADAPTcrm campaign manager will help customers establish and execute customized, targeted campaigns, while ensuring that budgets are adhered to and that campaign expenses immediately result in new sales opportunities. In addition to offering the ability to track campaign results, customers can also independently track the ROI per event. * Real-Time Accounting/ERP Integration – ADAPTcrm offers accounting and ERP interfaces that seamlessly link to industry-standard, mid-range systems so that customers can achieve the greatest ROI from their ERP and accounting investments. * Advanced Sales Automation – Customers can give their sales staff the ability to manage the progress of pending opportunities as they relate to their business’s selling processes. Additionally, ADAPTcrm features a Sales Opportunity Manager that analyzes and tracks the life of an opportunity from start to close.

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About Adapt CRM

Rising Star

* Complete Customer Services – To help companies maintain customer satisfaction, there are advanced tools for managing service contracts, tickets/incidents, defect tracking, and warranty programs and renewals. * Email Methods – MS Outlook, SMTP Mail Server, Lotus Notes, GroupWise

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Rising Star
www.tracker-rms.com | [email protected] | +44 (0) 8451 262 300

HIGHLIGHTS * One system tracks leads, sales, orders, projects, service & resourcing planning * Automatic workflow, alerts, notifications and integration with Microsoft, including Outlook and Projects * Real-time reporting and campaigning functionality * Centralize all company documents & standardize communications via templates * Resource and client portals for submitting tickets, timesheets and expenses and availability

OWNERSHIP: Private

HEADQUARTERS: Amersham, Buckinghamshire, England BUSINESS MODEL: Hosted

CRM PRODUCTS: * TrackerRMS CRM

FOUNDED: 2002

CUSTOMER FOCUS: Small to medium-sized enterprises for all types of industries including Marketing, Telecoms, Manufacturing, Recruitment, Sport and Leisure, Management Consulting and IT Consulting SELECT CUSTOMERS: The Nielsen Company PRICE: £500 per user per annum

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About TrackerRMS

Rising Star

TrackerRMS was formed to embrace the ever increasing needs for companies wishing to obtain access to powerful business application over the internet. TrackerRMS aim is to continually provide a feature rich yet cost effective CRM, Project, Resource and Ticket Management solution to clients without the burden of them managing their own data or integrating multiple applications. TrackerRMS delivers a fast and actionable insight into their clients and their business. TrackerRMS is an enterprise level fully hosted ASP tool which is completely customizable delivering cutting edge sales, recruitment, delivery and support tools through your browser. With TrackerRMS software there is no need to acquire any other additional software to run your business and our clients receive maximum ROI and business efficiency in the day to day running of their business. TrackerRMS sales and technical team delivers true on-demand solutions to a wide variety of industries from technical to leisure. TrackerRMS continues to update and upgrade clients systems to ensure they are always receiving the most up to date features and unrivalled customer support that the market offers. TrackerRMS Key Features The foundation component of TrackerRMS offers an all-in-one CRM solution that can be applied to any type of business that require a mechanism for tracking customer activity information and consists of the following features: * Sales – Sales Force Automation and solid Opportunity Management is essential when effectively selling products or services within a sales lifecycle involving lead generation, sales calls. * Diary Management – Keeping on top of your Activities is essential for any sales organization, as is the ability to keep a history of your existing meetings, calls, emails and more. * Lead & Opportunity Management – The Leads function hooks directly into your website through your “Contact Us” page or other customized page used to attract

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About TrackerRMS

Rising Star

* your clients. This allows your team to react instantly to prospects and use. * Account & Contact Management – The Account & Contact Management function establishes a solid Customer Relationship Management (CRM) service that allows you to manage your day-to-day contacts and activities. * Reporting & Analytics – The power of TrackerRMS is in the fact that every conceivable piece of information about your business is held within a single application, including more importantly, how this information relate. * Workflow – To drive automation into the sales cycle, TrackerRMS has a subtle yet powerful workflow engine that takes the pain out of the sales process by making decisions, sending alerts, setting statuses, creating project records, updating. * Campaign Management – TrackerRMS brings you a browser-based campaign tool that automates and manages multi-channel campaigns including email, fax, direct mail, web and telemarketing. TrackerRMS Highlights Alongside the day-to-day tracking of Account activity and your sales processes, there is also a set of highly productive tools to let you manage the wealth of content that supports your business. * The Document Library provides an online repository of searchable content and documents that can be categories and version controlled to ensure your teams have instant access to the latest information. Integration As most software and systems integrators will inherently know, bringing multiple systems together can be a challenge and even when done, the true value is not always realised because the applications work to different methods and processes. The advantage of TrackerRMS is therefore simple, an all-in-one solution that you can extend to meet your needs without the necessity for integration. In fact whole areas of the application can be allocated and deallocated to users in 3 clicks of the mouse. * MailAgent – For all important communications either sent or received, the MailAgent ensures that these are held against your Contacts without the need to cut and paste or re-type. Simply BCC (blind copy) or forward your emails to your MailAgent and

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About TrackerRMS

Rising Star

TrackerRMS will store a copy – including any attachments – automatically. * vCalendar – To quickly synchronize your diary in TrackerRMS with your Outlook or other email application, our one-click vCalendar links provide an instant way to store important appointments without needing to re-create them. * Back Office – Although being a web-based application, TrackerRMS can still offer a host of both push and pull integration with your back-office applications and extract reports give you an instant and up to date feeds of data. Security Of fundamental importance to all SaaS companies is the security and integrity of the data held and the access controls across your organization. TrackerRMS provides a feature rich set of security tools providing you with high levels of control at the user level which can be implemented instantly. Everything from remote access outside of your office, down to the records and reports that can be viewed, you can ensure that the right people gain access to the right information.

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Rising Star
www.zohocrm.com | [email protected] | 1-888-900-9646

HIGHLIGHTS * Awards: “2008 Small Business CRM: Leader”, “2008 CRM Market Awards: Influential Leaders”. * Fast and easy setup, easy customization, and easy to use and train employees. * No long-term commitment required, pay as you go. * 100% Free Edition available.

OWNERSHIP: Private FOUNDED: 1996

HEADQUARTERS: Pleasanton, CA BUSINESS MODEL: Hosted

CRM PRODUCTS: * Free Edition * Professional Edition * Enterprise Edition

CUSTOMER FOCUS: Small SELECT CUSTOMERS: D-Tools, Inc., ImplantVision Communications LLC, Henchmen Productions LLC, Power Systems Direct, Inc., BITS LTD, Cobblestones Communication. PRICE: Free Edition – Free for first 3 users Professional Edition –$12 per user/month from 4th user Enterprise Edition – $25 per user/month from 4th user.

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About Zoho CRM

Rising Star

Zoho is a comprehensive suite of award-winning on-line business applications. Customers can use Zoho to run their business processes, manage their information, and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software. Zoho currently has more than 1.5 million registered users. Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service, and Inventory Management in a single business system. Zoho CRM users can use the same account to take advantage of the other 20+ different applications that Zoho provides. Many of them are complementary to Zoho CRM, for example - Zoho Projects for project management, Zoho Invoice for customer invoicing, and Zoho Meeting for web meetings, desktop sharing and remote support. Likewise, the single sign-on advantage extends to Google and Yahoo users, who can login to Zoho CRM directly with their respective accounts. Zoho is a division of AdventNet, a privately-held and profitable company in business since 1996. With headquarters in Pleasanton, CA and offices in Austin, New Jersey, London, Tokyo, and Beijing, AdventNet serves the technology needs of more than 40,000 customers worldwide.

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