FlowMaticX
FlowMaticX is a browser-based B2B prospecting and marketing workspace for agencies, freelancers, consultants, and sales teams. It combines business-contact discovery and email verification with cold-email outreach, WhatsApp messaging, and campaign automation. Users can search for prospects, organize contact records, personalize messages, and coordinate follow-ups across channels. The platform also provides technical SEO audits, rank tracking, Google Search Console and Google Analytics data, website-visitor identification, and AI-assisted content and chatbot tools. Workflow nodes connect lead and campaign activity with CRM, spreadsheet, messaging, and project-management services. Teams use it to research prospective customers, run outbound campaigns, and monitor website and search performance. FlowMaticX is accessed through a web application, with features and usage allowances varying by plan.
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Constant Contact Lead Gen & CRM
4.7 out of 5 stars
(6 Ratings)
At Constant Contact, we deliver for small businesses with powerful tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM (formerly SharpSpring) is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. Our tools are designed to help you attract the right leads, nurture them with personalized content, and grow your business with better conversion.
Attract
- Get hot leads faster with email & social marketing, plus retargeting ads. Score leads automatically based on their activity and seamlessly pass them to sales.
Nurture
- Deliver the right message to the right people, at the right time. With a flexible centralized CRM and infinitely customizable automations, tasks like nurturing leads and sales follow-ups are easier than ever.
Grow
- Manage more effectively with insights and real-time analytics that connect marketing spend to sales results, pipeline, and revenue.
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QuoteLasso
QuoteLasso is a web-based estimate follow-up tool for small contractors, including roofers, painters, remodelers, and landscapers. Users can forward or BCC an estimate email, enter an estimate manually, or import estimates from a CSV file. The service schedules a three-message follow-up sequence, with default sends 2, 5, and 10 days after an estimate is sent; users can customize the message templates and send messages manually instead of enabling automatic delivery. On paid plans and during the 14-day trial, follow-ups can be sent automatically. When a customer replies, QuoteLasso forwards the response to the user's inbox and stops the remaining scheduled follow-ups. Follow-up emails include an opt-out link. QuoteLasso focuses on estimate follow-up rather than CRM pipelines or reporting.
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BidBook
Manage your Bids, Revenue and Projects with BidBook for Salesforce CRM. Manages relationships that drive new project demand. Submits Proposal Estimates. Manages follow-up tasks. Views estimation queue. Works or uploads estimates. Invites approved suppliers to bid on scopes of work. Manages suppliers bid process and overall budget. Produces proposal documentation. Collaborates with the team. Uses BidBook to aggregate all inbound bidding opportunity. Collects files, drawings, and addendums necessary. Assigns bids to sales and estimation to pursue. Views pending demand for projects, revenue schedules, profit analysis, and win/loss performance. Approves purchase orders. Initiates invoices.
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