Top 10 Small Business

TOP 10
Small Business CRM

Software Vendors
REVEALED
2010 Edition
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, world-
class customer service, so you can improve satisfaction and loyalty.
© 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 2

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.

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.

www.coaction.com | info@coaction.com | 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: HEADQUARTERS: CRM PRODUCTS:

Private Iselin, NJ * coAction CRM
FOUNDED:
2007
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

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.

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.

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 pre-
defined 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

www.maximizer.com | info@maximizer.com | 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

Private Vancouver, BC, Canada * Maximizer CRM 11
• Enterprise Edition
FOUNDED: BUSINESS MODEL: • Group Edition
2002 (Predecessor On-Premise • Team Edition
company founded 1995) • 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

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.

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.

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

Public (NASDAQ: MSFT) Redmond, WA * Microsoft Dynamics
FOUNDED: BUSINESS MODEL:

WA, 1975 Hosted and On-Premise
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.

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 CRM-
related 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.

www.netsuite.com | info@netsuite.com | 650-627-1000
HIGHLIGHTS
* Comprehensive CRM feature set with easy customization tools

* Real-time analytics dashboard
* Strong integration with Microsoft Outlook

Private San Mateo, California * NetSuite
* NetCRM
* NetERP
* NetSuite Small Business
California, 1998 Hosted * 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)

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 set-
ups. 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-to-

use 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.

www.workbooks.com | sales@workbooks.com | +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

Private Berkshire, UK * Workbooks CRM
* Workbooks Business
2007 Hosted CRM
CUSTOMER FOCUS:
Small and mid-sized enterprises.
PRICE:
From £35 per user per month.

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

na.sagecrm.com | info.sagecrmsolutions@sage.com | 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

Public (LSE:SGE) Scottsdale, AZ * Sage CRM
* SageCRM.com
1981 Hosted and On-Premise
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

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.

www.esalestrack.com | sales@esalestrack.com | 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

Private Overland Park, KS * eSalesTrack

2005 Hosted
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.

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.

About eSalesTrack
Key Features:
* Account Management * Live Collaboration/Chat
* Account Roll up * Marketing Automation
* Activity Management * Mobile Web CRM
* Application Programming Interface (API) * Field-level Security
* Audio and Video Conferencing * Online Service Inquiries
* Automated Processes * Opportunity Management
* Bidirectional Outlook synchronization * Order Management
* Business Process Automation * Outlook Integration
* Calendaring * Pipeline Management
* Campaign Management * Product Catalogs
* Channel Management * Queue Management
* Collateral & Literature Catalogue * Quota Management
* Contact Management * Quote/Proposal Generation
* Custom Reporting and Analytics * Sales Analytics
* Customer Service & Support * Sales Force Automation
* Customizable Dashboards * Sales Team Management
* Dashboards * Task Management
* E-mail Integration * Territory Management
* Forecasting * Time Management
* Lead Management * Web Integration
* Lead Routing * Workflow Process Automation

www.appshore.com | sales@appshore.com | 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

Private Folsom, California * Professional Edition
* Premium Edition
California, 2004 Hosted
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

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

www.prospectsoft.com | sales@prospectsoft.com | +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

Private Stokenchurch, England, UK * ProspectSoft CRM Enterprise
* ProspectSoft CRM Professional
FOUNDED: BUSINESS MODEL: * ProspectSoft Easy CRM
1994 Hosted & On-Premise * ProspectSoft Web Solutions
CUSTOMER FOCUS:
ProspectSoft offers flexible CRM and online solutions in a wide range of industries,
aimed specifically at growing businesses.

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 well-
known “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

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

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

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

Public (NYSE:SAP) Newtown Square, PA * MySAP CRM

PA,1972 Hosted and On-Premise
CUSTOMER FOCUS:
Mid-size and large enterprise customers.
SELECT CUSTOMERS:
Artic Cat, Brother International, Caterpillar Logistics, T-Mobile, Vitens
PRICE:
Not published.

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.

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

Private Dublin, OH * ClaritySoft CRM

2006 Hosted & On-Premise
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)

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.

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.

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

Public (NYSE: RNOW) Atlanta, GA * Salesnet CRM
FOUNDED: SOFTWARE MODEL:

1999 Hosted
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.

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.

* 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.

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.

Rising Star
www.adaptcrm.com | 1-714-389-1584
HIGHLIGHTS
* Real-time accounting & ERP integration seamlessly links ADAPTcrm to mid-
range 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

Private Costa Mesa, CA * ADAPTcrm

1991 On-Premise
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

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.

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.

* 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

Rising Star
www.tracker-rms.com | contact@tracker-rms.com | +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

Private Amersham, Buckinghamshire, * TrackerRMS CRM
England

2002 Hosted
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

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

* 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

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.

Rising Star
www.zohocrm.com | support@zohocrm.com | 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.

Private Pleasanton, CA * Free Edition
* Professional Edition
FOUNDED: BUSINESS MODEL: * Enterprise Edition
1996 Hosted
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.

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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Small Business CRM

Profiles of the Leading Small

What is Small Business CRM?

Many small business customer relationship management applications are available as

Key Benefits for Your Company

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Additionally, unlike large organizations, many smaller companies lack structured,

Does My Company Need Small Business CRM?

Common Small Business CRM Features

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Top 10 Small Business CRM Vendors

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OWNERSHIP: HEADQUARTERS: CRM PRODUCTS:

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A proven provider of collaboration software, coAction is well positioned to be the

coAction CRM Key Features

* Email Management - With coAction, next generation Web-based business email is

* Calendar - coAction’s rich, interactive interface makes scheduling, tracking and

© 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 6

* Document Management - coAction streamlines the muddle and complexity of

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* Tasks - Create tasks linked to items, assigne tasks to users or groups/roles.

coAction CRM Highlights

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OWNERSHIP: HEADQUARTERS: CRM PRODUCTS:

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Maximizer CRM 11 Group and Enterprise Editions (Full-Featured CRM)

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Features of Mobile CRM: Wireless deployment via email, Relationship Management,

Maximizer CRM 11 Entrepreneur and Team Editions (Contact Management)

Features of Maximizer Entrepreneur Edition: Contact management, Opportunity

© 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 11

* Highly customizable CRM application/platform

OWNERSHIP: HEADQUARTERS: CRM PRODUCTS:

FOUNDED: BUSINESS MODEL:

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Microsoft Dynamics business software offers a wide spectrum of feature-rich, affordable

* Microsoft Dynamics CRM

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* Comprehensive CRM feature set with easy customization tools

OWNERSHIP: HEADQUARTERS: CRM PRODUCTS:

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* NetSuite - complete CRM for mid-sized businesses

The company’s patent-pending “real-time dashboard” technology provides an easy-to-

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OWNERSHIP: HEADQUARTERS: CRM PRODUCTS:

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Headquartered in the UK, Workbooks Online provides a suite of easy-to-use business

Workbooks Online applications are pre-integrated on the WorkbooksOne™ technology

* Sales Force Automation

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* On-premise version can run inside of Microsoft Outlook

OWNERSHIP: HEADQUARTERS: CRM PRODUCTS:

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Sage Software solutions serve companies across a broad spectrum of industries,

© 2010, Business-Software.com. All Rights Reserved. Reproduction Prohibited. 19

* Expertise – Expert, hands-on configuration and training for all

OWNERSHIP: HEADQUARTERS: CRM PRODUCTS:

FOUNDED: BUSINESS MODEL:

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Attempting to use everything from internally built sales automation tools, to

Customizable and Feature-Rich