Top 10 Whiteboard CRM Alternatives & Competitors

In our evaluation, WebCRM emerges as a standout CRM solution, starting at $25 per user per month. Recognized with the prestigious Network Computing Award for Best Customer Service in 2019, it sets a high standard for client satisfaction.

What distinguishes WebCRM is its commitment to exceptional customer service, as evidenced by its industry accolades. This dedication to providing top-notch support ensures that users receive the assistance they need to maximize the value of the platform.

Furthermore, WebCRM’s offering of a free trial allows users to experience its features firsthand before making a commitment. This risk-free trial period enables businesses to assess the platform’s suitability for their needs and ensures transparency in the decision-making process.

Overall, WebCRM’s combination of competitive pricing, award-winning customer service, and a free trial offer makes it a compelling choice for businesses seeking a reliable CRM solution. With its user-friendly interface and commitment to customer satisfaction, WebCRM empowers businesses to drive success and build lasting relationships with their clients.

In our review, Monkey CRM stands out for its straightforward and transparent pricing, starting at $149 per user per month. This simplicity makes it an attractive option, particularly for small businesses seeking clarity and ease of budgeting.

What sets Monkey CRM apart is its focus on catering to the needs of small businesses. With features and functionalities tailored to the unique requirements of smaller teams, it provides the essential tools necessary for effective customer relationship management without overwhelming users with unnecessary complexity.

Furthermore, Monkey CRM’s commitment to transparency in its pricing model instills confidence in potential users. By offering clear and upfront pricing, businesses can make informed decisions without the need to navigate hidden fees or complicated pricing structures.

Overall, Monkey CRM’s combination of simple and transparent pricing, along with its focus on small businesses, makes it a compelling choice for organizations seeking an intuitive and budget-friendly CRM solution. With Monkey CRM, small businesses can streamline their operations and focus on what matters most—building meaningful relationships with their customers.

In our analysis, Prophet CRM emerges as a robust customer relationship management (CRM) solution, starting at $20 per user per month. What sets Prophet CRM apart is its integration within Microsoft Outlook, offering a seamless experience for teams already utilizing this platform.

Prophet CRM’s integration with Microsoft Outlook is a standout feature, as it allows teams to manage contacts, leads, opportunities, and projects without needing to switch between multiple applications. This embedded functionality enhances productivity and ensures that all customer-related activities are centralized within Outlook.

Furthermore, Prophet CRM’s user-friendly interface simplifies the process of managing contacts, leads, and projects, making it accessible to teams of all sizes. Its intuitive design and seamless integration with Outlook ensure a smooth transition for users, minimizing the learning curve associated with adopting new software.

Overall, Prophet CRM’s integration within Microsoft Outlook, combined with its affordable pricing and user-friendly interface, make it an appealing choice for teams looking to streamline their CRM processes. With Prophet CRM, teams can effectively manage their customer relationships and drive success within their existing productivity tools.

In our exploration, Talisma CRM stands out for its comprehensive features and capabilities, although pricing details are not readily available from the vendor. Despite this, the platform offers a free trial, providing users with the opportunity to experience its functionalities before making a commitment.

What distinguishes Talisma CRM is its focus on delivering a robust set of features to meet the diverse needs of businesses. From managing customer relationships to optimizing sales processes, Talisma CRM offers a suite of tools designed to drive efficiency and productivity.

While the lack of transparent pricing may pose a challenge for some users, the availability of a free trial allows businesses to evaluate the platform’s suitability for their needs firsthand. This risk-free trial period enables users to explore Talisma CRM’s capabilities and assess its potential value to their organization.

In summary, Talisma CRM’s comprehensive features and free trial offer make it a compelling option for businesses seeking a versatile CRM solution. Despite the absence of pricing information, the opportunity to test the platform ensures transparency and empowers users to make informed decisions about its suitability for their business requirements.

ClientThether emerges as the optimal CRM solution for franchise businesses. Tailored to suit all franchise industries, its features encompass sales tracking, follow-up management, service delivery, quoting, and closing. In our opinion, ClientThether stands out as the sole CRM solution that adeptly caters to the unique needs of franchises.

Insureio is an online CRM software designed specifically for the insurance market. Starting from $25 per month, its paid plans include essential features like quoting, lead capture, and drop-ticket solutions. Larger companies can opt for plans offering personalized e-marketing, pre-built marketing campaigns, and lead routing. What truly impresses us are the lead marketing features, perfectly tailored to the online insurance market.

Firmao CRM, a European-based company, offers a range of CRM features tailored for businesses, including time sheets, task management, invoicing, and workflow management. Paid plans start from €16 a month, with the standard plan including cloud storage, email integrations, invoicing, deadline reminders, and project management. Scaling up to professional and enterprise plans provides additional features like live chat, VoIP integration, and courier system integration.

Choose Agiled CRM for its suitability for freelancers, artists, and small businesses. It enables easy customer interaction, document and invoice management, financial and employee management, and progress tracking across departments. Agiled offers a free plan, comprehensive support for CRM beginners, and a mobile app for on-the-go access.

Kajabi CRM, in our opinion, stands as the ideal CRM for online creators, catering to influencers, podcasters, and online course sellers alike. With paid plans starting at $119 per month, it offers the opportunity to monetize online content. For agencies with multiple creators, scaling up the plan allows for promoting 100 products and 100 different funnels across up to 3 websites.

FiveCRM stands out as the sole CRM software targeting the telemarketing industry, providing tailored sales solutions for both inbound and outbound teams. While paid plans start at $80 per month with a minimum of 3 licenses, it may not suit smaller teams. However, FiveCRM gains a competitive edge with its telemarketing tools, including customized call scripts, note-taking fields, and call coaching/recording. These operational enhancements are poised to propel your company to new heights.