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	$$	$$$	$$	$$