Salesforce Sales Cloud vs CaptaIMS
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Overview
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them.
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
CaptaIMS is an easy-to-use insurance management software that helps small insurance agencies streamline workflows. It helps agencies organize and manage all leads and clients in one centralized location. With CaptaIMS, agencies can choose which lines of business to track, including personal, commercial, life & health, or specialty.
CaptaIMS is an easy-to-use insurance management software that helps small insurance agencies streamline workflows. It helps agencies organize and...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Images
Cost
Starting from
USD 25.00/month
- Free Version
- Free Trial
- Subscription
Starting from
USD 30.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.0/ 5Features
4.4/ 5Customer Service
4.1/ 5Value for Money
4.0/ 5Ease of Use
5/ 5Features
4.8/ 5Customer Service
5/ 5Value for Money
5/ 5Features
Total features 195
- "What If" Scenarios
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Audit Trail
- Auto-Dialer
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Catalog Management
- Change Order Management
- Channel Management
- Chat/Messaging
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Competitive Analysis
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customisable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Management
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Dynamic Modeling
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Estimating
- Exception Reporting
- Field Sales Management
- Financial Management
- For AEC Industry
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Goal Management
- Graphical Data Presentation
- Inbox Management
- Insurance Policy Management
- Interaction Tracking
- Internal Chat Integration
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Life & Health
- Listing Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Opportunity Management
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Physician Management
- Pipeline Management
- Pipeline Reports
- Policy Management
- Predictive Analytics
- Presentation Tools
- Price Optimization
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Property & Casualty
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Source Tracking
- Statistical Analysis
- Status Tracking
- Subcontractor Management
- Support Ticket Management
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third-Party Integrations
- Training Management
- Transaction Management
- User Management
- Version Control
- Visual Analytics
- Warranty Tracking
- Web-based Deployment
- Workflow Management
Total features 27
- "What If" Scenarios
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Audit Trail
- Auto-Dialer
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Catalog Management
- Change Order Management
- Channel Management
- Chat/Messaging
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Competitive Analysis
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Database
- Customer Engagement
- Customer History
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customisable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Management
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Dynamic Modeling
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Estimating
- Exception Reporting
- Field Sales Management
- Financial Management
- For AEC Industry
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Goal Management
- Graphical Data Presentation
- Inbox Management
- Insurance Policy Management
- Interaction Tracking
- Internal Chat Integration
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Life & Health
- Listing Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Opportunity Management
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Physician Management
- Pipeline Management
- Pipeline Reports
- Policy Management
- Predictive Analytics
- Presentation Tools
- Price Optimization
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Property & Casualty
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Source Tracking
- Statistical Analysis
- Status Tracking
- Subcontractor Management
- Support Ticket Management
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third-Party Integrations
- Training Management
- Transaction Management
- User Management
- Version Control
- Visual Analytics
- Warranty Tracking
- Web-based Deployment
- Workflow Management
Integrations
- Birdeye
- Box
- ClearSlide
- Crowdstack Pro
- Dropbox Business
- Eventbrite
- Evernote Teams
- Expensify
- Five9
- GetFeedback
- Gmail
- GoTo Meeting
- Litmos
- Mailchimp
- Professional Services Cloud
- QuickBooks Online
- Smartsheet
- SurveyMonkey
- Veeva CRM
- Webinato
- Yesware
- Zapier
Not provided by vendor
