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Which CRM is best?  

Which CRM tis best for your business?  Wizard Systems supply 4 key CRM products - Freshsales, Workbooks, GoldMine, and Sage CRM.  They're all different as regards their capabilities, what they cost, how you access them and what they look like.  As regards what are the best CRM systems, it really depends on your requirements.  Here's a brief comparison of the main features of the CRM solutions we supply...

​(Option means that solution can comply, but needs the purchase or subscription to an add on option)


Feature

GoldMine

Sage

Freshsales

Workbooks

Contact Management

Yes

Yes

Yes

Yes

Activity Scheduling & Calendar

Yes

Yes

Yes

Yes

Opportunity Management

Yes

Yes

Yes

Yes

Customer Service Tracking

Yes

Yes

Yes

Yes

Google & Gmail Integration

Partial

No

Yes

Partial

Outlook Integration

Yes

Yes

Yes

Option

Exchange 365 Integration

Option

Yes

Yes

Option

Zoom/Teams integration

No

No

Yes

No

Merge with Word/Excel

Yes

Yes

No

No

Social Media Integration

Partial

Partial

Yes

Partial

Dashboards

Yes

Yes

Yes

Yes

Report Writer

Yes

Yes

Yes

Yes

Quotation Creation

Option

Partial

Yes

Yes

Sales Order Creation

Option

No

No

Yes

Project Management

Yes

No

No

Option

Automated Workflows

Yes

Yes

Yes

Yes

Multi Currency

No

Yes

Yes

Option

Multi Language

No

Yes

Yes

Yes

Available On Premise

Yes

Yes

No

No

Available as Saas/Cloud

No

Yes

Yes

Yes

Smartphone/Tablet access

Yes

Yes

Yes

Yes

Email Marketing

Option

Option

Yes

Option

Remote Offline Access

Yes

No

No

No

Create New Fields

Yes

Yes

Yes

Yes

Create New Tables/Entities

No

Yes

Yes

Yes

Service/Ticketing

Partial

Yes

Yes

Yes

Customer Access/Self Service

No

Partial

Yes

Partial

Import Data

Yes

Yes

Yes

Yes

Record De-duplication

Yes

Partial

Yes

Yes

Literature Fulfilment

Yes

No

No

No

Web Chat/Chatbot

No

No

Option

No

AI Features

No

No

Yes

No

Price Range

$$

$$$

$$

$$

 

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