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Corporate solutions for client management
Why do I need a CRM?

Best CRM Software with Follow-up Scheduling

Corporate solutions for client management



Are you on the hunt for the ultimate CRM software solution that not only helps you manage your customer relationships but also provides a seamless follow-up scheduling system? Look no further! We have scoured the market to bring you the best CRM software options available, each equipped with top-notch features and robust follow-up scheduling functionality. A CRM system is a software that helps you manage your contacts, track your interactions, and organize your sales pipeline. With a CRM system, you can create personalized and timely messages for your prospects and customers, and set up reminders and alerts for yourself and your team.

Say goodbye to missed opportunities or forgotten tasks because, with our recommended CRM software, you can effortlessly schedule and automate follow-ups to ensure no lead slips through the cracks. Our top-rated CRM software options offer intuitive interfaces that are easy to navigate, empowering even non-technical users to take full advantage of its robust features. With just a few clicks, you can set reminders for important follow-ups, assign tasks to team members, and even automate personalized email campaigns at strategic intervals. 

Here are our top 3 CRM picks.

  1. CostaRicaCRM – Best Overall
  2. Pipedrive – Best Follow-up CRM for Salespeople
  3. HubSpot CRM – Best for businesses that require a wide range of integration options 

Let’s get into the nitty-gritty of it now. Shall we?

  1. CostaRicaCRM

Not all CRM systems are created equal. Some are too complex, too expensive, or too difficult to use. That’s why we recommend Costarica CRM, a simple and affordable CRM solution that is designed for small businesses in Costa Rica.

But Costarica CRM is not just a standalone software. It also integrates with LocalCRM, a platform that connects local businesses with their customers through SMS, WhatsApp, Facebook Messenger, and email. LocalCRM helps you generate more leads, increase conversions, and improve customer loyalty. With LocalCRM, you can create campaigns based on location, interests, behavior, and preferences. You can also send coupons, offers, surveys, feedback requests, and more. By integrating Costarica CRM and LocalCRM, you can create a powerful follow-up system that will boost your sales performance.

Here are some of the features:

  • Compliance with regulations 
  • Integration with payment gateways and accounting systems
  • Customization of workflows and fields according to your business model
  • Lead generation and nurturing from multiple sources
  • Document sharing and analysis for contracts and proposals
  • Customer retention and satisfaction

Rating: 

Pricing

CostaRica CRM offers various packages at different price points. You may contact info@CostaRicaCRM.com for more information about their services.

The best part about the pricing is that you only pay for how much you need.

ProsCons
A cloud-based solution, hence, will not require any maintenance or installation. Affordable and suited for small and medium-sized enterprises. Features range from sales and marketing to project and inventory management. Simple and non-elusive UI.Limited integration option with other tools, such as social media and e-commerce platforms.It can be challenging for document customization.
  1. Pipedrive 

Pipedrive is a powerful CRM software designed for large enterprises that need to manage complex sales processes and teams. It helps you to streamline your pipeline, automate your tasks, and track your performance with ease. 

Pipedrive has a user-friendly interface that lets you see your entire sales cycle at a glance. You can also customize your stages, fields, filters, and reports to suit your specific needs. Pipedrive’s advanced features include revenue forecasting, workflow automation, email integration, web forms, a chatbot, and more. You can also connect Pipedrive with over 300 apps and integrations to enhance your productivity and collaboration.

Here are some of the features:

  • Lead management
  • Sales forecasting
  • Marketing automation
  • Opportunity management
  • Custom reports

Rating: 4.2/5 (G2 Rating)

Pricing

Pipedrive offers four pricing plans: Essential ($14.90/user/month), Advanced ($24.90/user/month), Professional ($49.90/user/month), and Enterprise ($99/user/month). Each plan builds upon the previous one and includes additional features to meet diverse business needs.

ProsCons
Easy to use and learnUser-friendly and visual interfacePipelines are easy to navigateIt only offers CRM software, not other aspects of business like marketingAverage customer supportNot as robust as other CRM providers for larger companies
  1. HubSpot CRM

HubSpot CRM is one of the best tools for this purpose, as it offers a range of features and integrations that can streamline your sales process and increase your conversion rates. HubSpot CRM is a great tool for creating and managing your follow-up schedule too, as it offers a range of features and integrations that can automate and optimize your sales workflow.

It is a free and easy-to-use platform that helps you organize and track your contacts, deals, tasks, and activities. It also integrates with HubSpot’s other products, such as Marketing Hub, Sales Hub, Service Hub, and CMS Hub, to provide a complete solution for your business growth.

Here are some of the features:

  • Inbound Marketing
  • Pipeline management
  • Contact management
  • Email and communication tracking

Rating: 4.4/5 (G2 Rating)

Pricing

HubSpot has a free plan that you can use with limited features and support. If you need more functionality and assistance, you can upgrade to one of the paid plans, starting from $50 per month.

ProsCons
It is a well-designed product which is easy to use. It has excellent built-in support.It is an all-in-one platform It can be expensive.Limited customization options are available. Has a complex pricing structure.It takes effort to set up and use HubSpot
  1. Freshsales

FreshsalesCRM is an easy-to-use sales CRM that helps you build pipeline and close deals effortlessly. It is completely free for up to 3 users. One of the best features of FreshsalesCRM is its intelligent workflow automation. W

With this feature, you can automate your work and get more done. You can assign leads, send emails, add tasks, update fields, create reminders, and more — automatically. You can also use behavior-based sales sequences to scale your outreach faster and more efficiently.

Here are some of the features:

  • Built-in chat, email, and phone
  • AI-powered contact scoring
  • Sales sequences
  • Workflows
  • Multiple sales pipelines
  • Territory management
  • AI-based forecasting

Rating: 4.5/5 (G2 Rating)

Pricing

It has four pricing plans: Free, Growth, Pro, and Enterprise. The Free plan is for up to 3 users and includes basic features. The Growth plan is $15-$18/user/month and adds advanced features. The Pro plan is $39-$47/user/month and adds premium features. The Enterprise plan is $69-$83/user/month and adds exclusive features.

ProsCons
Freshsales is extremely visual and simple to use.The app enables lead capture and can nurture, distribute, and verify leads using multiple channels of communication.The system gives you outstanding reporting capabilities and it collates all pertinent source and rep metrics into attractive and accurate reports.Despite its simplicity, some users find it fairly limited in its functionalities.
  1. EngageBay

EngageBay is a powerful CRM software that can help businesses of all sizes manage their customer relationships more effectively. One of the things that makes EngageBay so special is its focus on automation. EngageBay automates many of the tasks that are involved in CRM, such as lead nurturing, email marketing, and social media marketing. 

This frees up your time so you can focus on more important things, such as building relationships with your customers. If you are looking for a powerful and affordable CRM solution, then EngageBay is a great option to consider. 

Here are some of the features:

  • All-in-one Solution
  • Ease of Use
  • Customer Support
  • Value for Money
  • Appointment Scheduling

Rating: 4.6/5 (G2 Rating)

Pricing

EngageBay CRM offers four plans: Free ($0/user/month, 250 contacts), Basic ($11.04-$12.74/user/month, 500 contacts), Growth ($42.49/user/month, 5000-20000 contacts), and Pro ($67.99-$84.99/user/month, unlimited contacts). Prices may vary based on the plan duration and a free trial is available.

ProsCons
EngageBay offers a complete software package consisting of at least forty diverse modules.Users have found EngageBay to be user-friendly and easy to use.EngageBay’s customer support has been very responsive and helpful.Users have found EngageBay to provide good value for money.EngageBay offers appointment scheduling features.Some users have found the email builder to be less than satisfactory.Some users have found the technical support to be too pushy, offering unnecessary options.It can be expensive to buy more email space.
  1. Salesflare

Salesflare is another customer relationship management platform that offers a range of functionalities to build and maintain better customer relationships.

This powerful cloud-based customer relationship management software is specifically designed to revolutionize and optimize sales processes for businesses. With its advanced features and intuitive interface, it efficiently streamlines operations, boosting productivity and driving significant growth. 

Here are some of the features:

  • Automation capabilities that save time and improve efficiency.
  • An intuitive and user-friendly interface.
  • Comprehensive lead and pipeline management.
  • Contact and task management tools.
  • Email integration.
  • Affordable pricing plans.
  • Good customer support and onboarding process.
  • Highly customizable

Rating: 4.8/5 (G2 Rating)

Pricing

Salesflare offers a paid version starting at $29.00/month. They do not have a free version but do offer a free trial. They have three pricing plans: Growth, Pro, and Enterprise. The prices are $29, $35, and $49 per user/month for the Growth, Pro, and Enterprise Plans respectively. 

ProsCons
It has great automation capabilities.An intuitive and user-friendly interface.A comprehensive lead and pipeline.It may lack compatibility with other sales-based software.Additionally, some users have reported that it lacks a proper email sequence/drip functionality.
  1. LeadSquared

LeadSquared CRM is a powerful tool that can help businesses of all sizes manage their customer relationships more effectively. LeadSquared CRM also includes a variety of reports and dashboards that can be used to track the performance of follow-up and scheduling activities.

LeadSquared CRM also can be integrated with popular calendar systems, such as Google Calendar and Outlook. This allows businesses to see all of their scheduled appointments in one place.

Here are some of the features:

  • Lead management
  • Contact management
  • Task management
  • Calendar integration

Rating: 4.4/5 (G2 Rating)

Pricing

LeadSquared offers four plans: Lite, Pro, Super, and Ultimate, with features ranging from lead management to advanced reports. The pricing ranges from $25 to $100 per user per month, varying based on the plan duration. A free trial is also available.

ProsCons
LeadSquared helps businesses reduce lead leakage to zero since the the platform captures leads from all channels.Capturing leads is just one part of the equation.The product is easy to use and integration with the product was quite easy.Server issues most of the time may lead to loss of lead activities.For advanced users, there might be limited customization and flexibility.The reporting capabilities are a tad limited in their scope.
  1. Zoho CRM

Zoho CRM is a cloud-based platform that offers a comprehensive suite of features for sales, marketing, customer service, and analytics. You can create workflows, triggers, and actions to automate your follow-up activities based on various criteria.

You can also use Zoho CRM’s AI assistant, Zia, to get insights and suggestions on the best time to contact your leads, the best channel to use, and the best message to send.

Here are some of the features:

  • Canvas
  • CommandCenter
  • Zia AI
  • SalesInbox
  • SalesSignals

Rating: 4.0/5 (G2 Rating)

Pricing

Zoho CRM has five pricing editions, ranging from $0 to $52 per user per month, depending on the features and functionalities you need for your startup. You can also try Zoho CRM for free for 15 days before you buy a plan.

ProsCons
They offer a free plan that includes basic features.It has over 500 extensions available that let you integrate with other apps.It has a clean smartphone interface for mobile CRM AI features are only available on the top-tier plansReporting can be improved, as some users have reported that it is not very user-friendly or customizable.Customer support can be inconsistent, as some users have experienced delays or unresponsiveness from the support team.
  1. Salesforce Sales Cloud

Salesforce Sales Cloud is the undisputed leader in the sales force automation software market. It offers a comprehensive suite of features and integrations that help sales teams manage their entire sales cycle, from lead generation to closing deals. 

However, Salesforce Sales Cloud is not without its drawbacks. It can be expensive, complex, and difficult to customize for small and medium-sized businesses. That’s why many sales professionals are looking for alternatives that can offer similar or better functionality at a lower cost and with less hassle.

Here are some of the features:

  • Salesforce Scheduler
  • Task / Activity Management
  • Workflow Capability
  • User, Role, and Access Management
  • Inbound Scheduling
  • Automated Meeting Recaps
  • Einstein Insights

Rating: 4.3/5 (G2 Rating)

Pricing

The pricing of Salesforce CRM depends on the solution and edition you choose, and it ranges from $25 per user/month to $300 per user/month for Sales Cloud and Service Cloud, and $1,250 per month/account for Marketing Cloud Account Engagement.

ProsCons
It is a cloud-based platform that requires fewer IT resources to set up and maintain.They offer products and features for various business needs and industries, such as sales, customer service, marketing, analytics, and more.Provides various channels and resources for customer support.It is more expensive than some of its competitors.It is a powerful but complicated platform that may require a steep learning curve.It has a user interface that may not be very intuitive or user-friendly for some users.
  1. Marketing 360

Marketing 360 is a powerful marketing automation platform that can help you stay on top of your leads and customers. With Marketing 360, you can automate follow-up tasks, segment your audience, personalize your messages, and track your results.

You can also use Marketing 360 to schedule meetings and appointments, create to-do lists, set reminders, and integrate with your calendar. By using the follow-up and scheduling features in Marketing 360, you can save time, stay organized, and improve your sales results.

Here are some of the features:

  • Customizable CRM
  • Lead and customer management
  • Automated marketing
  • Integrated platform
  • App integrations
  • Mobile app

Rating:  4.7/5 (G2 Rating)

Pricing

Marketing 360 offers a free account with limited features and a free trial with no credit card required. The paid plans start from $25 per month and vary depending on the services and features you need. You can also customize your plan according to your budget and goals.

ProsCons
You can try Marketing 360 for free with no credit card required.You can tailor your CRM to your business needs and preferences.You can manage all your marketing activities from one place.The CRM dashboard gives you a lot of information and features, which can be overwhelming if you are not interested in all of them.The quality of the service can vary depending on the team that is assigned to you.The software is currently limited to North America only.The support is not available on the weekends and is not 24/7. 
  1. HoneyBook

HoneyBook is an end-to-end client management platform that allows you to handle things including invoices, proposals, contracts, scheduling and more. 

To use Dropbox and HoneyBook, you need to have accounts on HoneyBook, Dropbox, and Zapier. You can sign up for free trials on their websites. Then, you can follow the instructions on Zapier to set up the triggers and actions that you want. You can also customize the integrations to suit your needs.

Here are some of the features:

  • All-in-one client management tool
  • Automate custom tasks.
  • Easy to use
  • Project management and scheduling features
  • Unlimited team members:
  • Easy to set up

Rating: 4.5/5 (G2 Rating)

Pricing

HoneyBook offers 3 pricing plans for their CRM software. The Starter Plan costs $19 per month or can be billed annually at $16 per month. The Essentials Plan costs $39 per month or can be billed annually at $32 per month. The Premium Plan costs $79 per month or can be billed annually at $66 per month.

ProsCons
You can automate custom tasks.The tool is intuitive and easy to use.HoneyBook offers project management, scheduling, and payment features.HoneyBook does not offer a free tier.It lacks some CRM features.The reporting metrics are limited.There are limited 3rd party integrations.
  1. JobNimbus

JobNimbus CRM provides a variety of features for following up and scheduling, making it easy for contractors to stay organized and on top of their leads and projects.

One of the most useful features is the ability to create and track follow-up tasks. Contractors can set reminders for themselves to follow up with leads at predetermined times, or they can create custom follow-up tasks based on their specific needs.

Here are some of the features:

  • Custom job workflows
  • Production automation
  • Notes
  • Engage texting
  • Scheduling
  • Lead tracking
  • Sales boards
  • Custom sales workflows

Rating: 4.7/5 (G2 Rating)

Pricing

The pricing for JobNimbus CRM ranges from $250 to $350 per month. This is based on how many users you have in your account and if you’re using any extra features they have. They also offer a 14-day free trial.

ProsCons
User-friendly programming.Easy to track projects and communicate with others on the system.Pricing/proposal templates are easy to use and easy to customize.The mobile app is appreciated especially the caller ID feature.There can be many notes between the note you are replying to and your reply, making following the conversation confusing.Currently, there is no option to print photos in a report format.If you lower your users you have to change the subscription separately.
  1. mHelpDesk

mDeskHelp CRM is a powerful tool for following up and scheduling. It allows you to track customer interactions, tasks, and deadlines, and to create and manage appointments. mDeskHelp CRM also integrates with other popular CRM systems, making it easy to keep track of all your customer data in one place.

Here are some of the features:

  • Lead Management
  • Estimates and Quotes
  • Online Booking
  • Workflow Management
  • Billing and Invoicing
  • Customer Database
  • Mobile App

Rating: 4.0/5 (G2 Rating)

Pricing

mHelpDesk CRM pricing starts from $169.00 per month per user. You can get complete pricing details by clicking the “Get Pricing” button on their website. The pricing will vary based on the number of users and the functionalities your business needs. mHelpDesk CRM also offers a free trial for 14 days

ProsCons
mHelpDesk is very easy to use and doesn’t require any technical skills.mHelpDesk can be used to initiate work orders, track them, update them, and know when they have been completedOne of mHelpDesk’s best features includes integration with QuickBooks.mHelpDesk has a minimal service ticketing system.Users complain of unsatisfactory customer support.Contact synchronizing is not supported.The supported language of mHelpDesk as of now is only English.
  1. Flowlu

Flowlu is an all-in-one business operating platform designed to contain all essential tools for project, task, finance, and customer management. Flowlu CRM is easy to use and customize, and it offers a variety of features that make it ideal for businesses of all sizes.

Overall, Flowlu CRM is a powerful and versatile CRM solution that can help businesses improve their sales performance, enhance customer relationships, and increase productivity. 

Here are some of the features:

  • Online CRM
  • Project Management
  • Task Management
  • Financial Management
  • Online Invoicing
  • Knowledge Base
  • Agile & Issue Tracker

Rating: 4.7/5 (G2 Rating)

Pricing

Flowlu CRM pricing starts at $29/month for the Team plan, and up to $199/month for the Enterprise plan.

ProsCons
It has great functionality and is very user-friendly.It provides a comprehensive solution for project management and CRM.The software is easy to use with a beautiful UI design.It’s a great finance tool and has been used successfully in various industries.Some users have reported issues with receiving recurring invoices, estimating, project management, and figuring out how to get customers to pay by the invoice.It requires an admin with a developer background for the initial setup and customizations.It’s missing a client portal (although they’re already working on it).
  1. Pipeline

Pipeline CRM is a CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game-changing relationships.

It tracks leads through the sales process, from initial contact to closing and provides insights into how the pipeline is performing. This information can be used to improve the sales process and increase sales.

Here are some of the features:

  • Email Campaigns & Tracking
  • Custom Fields
  • Easy Integrations
  • Sales Forecasting
  • Track Commissions
  • Custom Deal Stages
  • Unlimited Files Storage

Rating: 4.4 (G2 Rating)

Pricing

Pipeline CRM is a customer relationship management software that has three pricing plans: Start, Develop, and Grow. The Start plan costs $25 per user/month and offers basic features. The Develop plan costs $33 per user/month and adds features for managing the entire customer lifecycle. The Grow plan costs $49 per user/month and adds features for email and automation. All plans are billed annually and include unlimited technical support.

ProsCons
It is built around a customizable user experience and sales-focused features.It provides easy-to-use tools for managing sales pipelines, leads, internal teams, and email campaigns.It is also highly customizable and comes with powerful sales analytics tools.The software may be too specialized and limited only for sales use.Some prospective users may find it quite limited for general CRM use, causing them to stack it with other solutions.
  1. kvCore

kvCore CRM is a cloud-based real estate CRM platform that helps agents and teams manage their leads, nurture prospects, and close more deals. It offers a suite of features including lead generation, lead management, marketing automation, and transaction management. 

kvCore CRM is known for its AI-powered capabilities, which can help agents to automate tasks, prioritize leads, and gain insights into their customer behavior.

Here are some of the features:

  • IDX websites
  • Smart CRM
  • Mobile app
  • Lead management
  • Marketing automation
  • Transaction management
  • CMA management
  • Forecasting and reporting

Rating: 4.5/5 (G2 Rating)

Pricing

The pricing of this CRM ranges from $299 a month to $1899 a month depending on the model. 

ProsCons
It’s inexpensive.It’s like a Swiss Army Knife in terms of broad functionality.It scales well.Lots of agents are talking about how to use the platform well.It’s clunky and can be difficult to use.It pairs with websites with extremely limited customization potential.Some users have reported that it does not deliver as promised.
  1.  Streak

Streak CRM is a Gmail-based CRM platform that helps businesses manage their sales pipeline, customer relationships, and tasks. It offers a variety of features, including lead management, contact management, email tracking, pipeline reporting, and team collaboration. 

Streak CRM is known for its ease of use and affordability, making it a popular choice for small businesses and startups.

Here are some of the features:

  • Streak inbox
  • Streak pipelines
  • Streak task management
  • Streak asset management
  • Streak mail merge

Rating: 4.5/5 (G2 Rating)

Pricing

Solo: $19/month, Pro: $59/month, Enterprise: $159/month, per user.

ProsCons
It is easy to use and set up.They offer a free plan and a solo plan that are suitable for freelancers, startups, and small businesses. Streak CRM lets you customize your pipelines and fields according to your specific needs and preferences.They enable you to collaborate with your team members and share information across the network. Streak CRM integrates with various Google Workspace apps, such as Google Calendar, Google Drive, Google Sheets, Google Contacts, etc.Streak CRM lacks some of the features of a full-fledged CRM.Streak CRM may affect the performance and speed of your Gmail account.Streak CRM may pose some security and privacy risks for your data. 
  1. eWay-CRM

eWay-CRM is an Outlook-based CRM platform that helps businesses manage their customers, sales, projects, and marketing campaigns. It also includes apps for iOS and Android, as well as a web interface.

eWay-CRM is a good choice for businesses that need a powerful and flexible CRM platform with strong follow-up and scheduling features. It is also relatively affordable and easy to use, making it a good option for small businesses and startups.

Here are some of the features:

  • Contacts and Companies
  • Sales
  • Projects
  • Email Marketing

Rating: 4.4/5 (G2 Rating)

Pricing

They provide four tiers of pricing. Free, Basic, Professional and Enterprise. It costs between $20 per month 27$ per month per user. It varies on the billing cycle. For the Enterprise model, you can receive a custom quote from them.

ProsCons
eWay-CRM is highly customizable, allowing you to tweak features according to your needs.The interface is intuitive and user-friendly.eWay-CRM can be integrated with Outlook.The solution is fully mobile-optimized and the vendor offers a native Android app to enable you access to the system on the go.Importing data can be difficult due to different language settings.Sometimes the synchronization fails and needs to be restarted.The application may crash occasionally.
  1. HubSpot Sales Hub

HubSpot Sales Hub is a powerful and easy-to-use sales CRM that helps you close more deals, faster. Whether you are a small business or a large enterprise, Sales Hub can streamline your sales process, automate your tasks, and provide you with actionable insights to optimize your performance.

But Sales Hub is not just a CRM. It is also a sales engagement tool that helps you start relevant and contextual conversations with your prospects. You can create personalized email templates, track email opens and clicks, schedule automated follow-ups, and make and record calls from within the CRM. You can also use HubSpot’s AI tools to draft engaging emails or create compelling CTAs.

Here are some of the features:

  • Sales Analytics and Reporting
  • Sales Automation
  • Contact/Lead Management
  • Account-Based Marketing
  • Pipeline Management
  • Email Templates
  • Email Tracking
  • Call Tracking
  • HubSpot AI

Rating: 4.4/5 (G2 Rating)

Pricing

The HubSpot Sales Hub offers three pricing tiers. The Sales Hub Starter starts at $45 per month. If you’re looking for more features, the Sales Hub Professional starts at $450 per month. For businesses needing the most advanced solutions, the Sales Hub Enterprise is available and starts at $1,200 per month.

ProsCons
It is easy to use and has a user-friendly interface.It has powerful automation capabilities and workflows that can streamline sales processes.It has sales engagement tools such as email tracking and templates.It has configure-price-quote (CPQ) functionality that can help sales reps create accurate and professional quotes.It can be expensive for some businesses.It can take time to set up and learn.It can have some integration issues with other platforms or software, especially if they are not part of the HubSpot ecosystem.
  1. Kickserv

Kickserv CRM is a comprehensive CRM solution that helps small businesses manage their customer relationships more effectively. It offers a variety of features that help businesses track leads, nurture customers, and close more deals. 

Kickserv CRM is also easy to use and affordable, making it a great option for small businesses of all sizes.

Here are some of the features:

  • Contact management
  • Lead nurturing
  • Opportunity tracking
  • Quote generation

Rating: 4.4/5 (G2 Rating)

Pricing

Kickserv CRM offers five plans: Free for 2 users, Lite at $47/$59 per month for 5 users, Standard at $95/$119 for 10 users, Business at $159/$199 for 20 users, and Premium at $239/$299 for unlimited users. Prices may vary.

ProsCons
Cheaper for smaller brands.It integrates seamlessly with QuickBooks Online.It’s easy to start using the Kickserv system.The help desk is super responsive.If you forget to select the purpose of the job (Labor, material, etc.), you end up losing the information and then you have to go back to notes to put it back in.Once a contact is in, you can’t edit the contact information.The time tracking feature isn’t as expected. It requires more user input, which can lead to more mistakes.
  1. Thryv

Thryv CRM is a popular customer relationship management software solution designed for small businesses. Thryv CRM is also integrated with a variety of other business tools, such as email marketing, social media management, and accounting software.

It is a cloud-based and mobile-friendly solution, making it a convenient choice for businesses on the go. It is also available on mobile devices so that businesses can manage their customer relationships on the go.

Here are some of the features:

  • A short text code for your business
  • A vast library of templates
  • Text automation
  • Centralized inbox

Rating:  4.3/5 (G2 Rating)

Pricing

The pricing for Thryv is based on a custom proposal basis, depending on the features and users required by the customer. The basic cost of a license starts from $59 per month. The pricing may also include additional costs for customization, data migration, training, hardware, maintenance, and upgrades.

ProsCons
You can use Thryv to send automated SMS messages to your customers.You can let your customers book appointments online.You can create a website and manage it. It also allows you to accept payment. Some users have reported that Thryv does not offer enough customization.It can be on the expensive side. The customer support is below average. 
  1. VipeCloud

VipeCloud CRM is a powerful communication and CRM platform that can help businesses of all sizes improve their customer relationships, increase sales, and market more efficiently. 

VipeCloud CRM is also easy to use and customize, and it can integrate with a variety of popular business applications, such as QuickBooks and Zapier. 

Here are some of the features:

  • Email marketing 
  • SMS marketing
  • Forms
  • Contact database
  • Social media connectivity
  • Automation

Rating: 4.7/5 (G2 Rating)

Pricing

VipeCloud CRM offers four pricing plans. The Plus Plan is priced at $25 per user per month. The Pro Plan costs $50 per user per month and includes all the Plus features along with easy-to-use automation and data customization. The Enterprise Plan is priced at $75 per user per month. Lastly, the Agency Plan costs $100 per user per month and empowers your clients with Communication CRM services. Each plan comes with a 15-day free trial.

ProsCons
The software is user-friendly. You can do email marketing, and keep your consultant and customer contacts in there.Video integration is very simple and you can store email templates as well.The support staff is available and helpful.It takes a little time to get yourself moving in a new direction.There are hiccups with attaching agents with agencies.
  1. Close

It is an easy-to-use platform that offers a wide range of features, including lead tracking and management, email marketing, and call tracking. Close CRM is also one of the most affordable CRMs on the market, making it a great option for SMBs on a budget.

With Close CRM, you can track leads, automate your sales process, and collaborate with your team more effectively.

Here are some of the features:

  • Manage SMS conversations
  • Creation of multi-channel sequences
  • Send one-click SMS messages
  • Track and measure your SMS performance

Rating: 4.6/5 (G2 Rating)

Pricing

Close CRM offers three pricing plans with different features and limits, starting from $99 per month for 3 users and going up to $699 per month for five users, with additional users costing extra and a free 14-day trial to test it out.

ProsCons
It has a powerful dialer that allows you to make and receive calls within the CRM, record calls, and use features like predictive dialer, voicemail drop, and call coaching.It has a robust email integration that syncs with your inbox, lets you send and track emails, and creates email templates and sequences.It has a simple and intuitive interface that makes it easy to use and customize.It does not have a mobile app that allows you to access the CRM on the go.It does not have a lot of integrations with other tools and platforms, such as marketing automation, e-commerce, or customer support.It can be expensive for small businesses or startups, especially if they need more users or features.
  1. Teamgate

For follow-ups, Teamgate allows users to set up automated email reminders so they never forget to follow up with a lead or customer. For scheduling, Teamgate integrates with popular calendar apps such as Google Calendar and Outlook Calendar. 

Overall, Teamgate is a powerful CRM that can help businesses of all sizes streamline their follow-ups and scheduling processes. With its user-friendly interface and comprehensive set of features, Teamgate is a great choice for businesses that are looking to improve their sales performance.

Here are some of the features:

  • CRM & Sales Dashboards
  • CRM & Sales Reports
  • CRM Analytics
  • Customer Suppor
  • Developer API
  • Document Management
  • Email Marketing / SMS Marketing
  • Lead Generation

Rating: 4.5/5 (G2 Rating)

Pricing

TeamGate CRM offers three plans: Starter at $9/user/month, Professional at $26/user/month, and Enterprise at $65/user/month, all billed annually.

ProsCons
Has a clear user interface and intuitive navigation.The software provides a visual and simple lead management system.Lead Scoring works without any flaws, but it’s important to set up your values first.The calendar and agenda feature helps to see how busy you are and allocates your free time.Some users have expressed a desire for more project management tools and the ability to track project data.Users cannot retrieve deleted history.The software does not support conversations with others.
  1. Agile CRM

Agile CRM is a great choice for businesses of all sizes that are looking for a comprehensive CRM solution that can help them streamline their follow-up and scheduling processes.

Agile CRM provides detailed reports on your follow-ups and appointments, so you can see what’s working and what’s not. This information can help you improve your follow-up and scheduling strategies over time.

Here are some of the features:

  • Automate follow-up emails and tasks.
  • Schedule appointments with ease.
  • Track your follow-ups and appointments.

Rating: 4.0/5 (G2 Rating)

Pricing

They have three pricing plans: Free, Starter, and Enterprise. The Free plan is for up to 10 users and offers basic features. The Starter plan costs $8.99 per user per month (billed biennially). The Enterprise plan costs $47.99 per user per month (billed biennially) and includes advanced features such as a dedicated account rep, onboarding coach, and access controls.

ProsCons
Agile CRM integrates well with other software solutions to eliminate switching between apps.The software is a low-cost solution compared to its alternatives.It is generally easy to use for beginners.It has a very powerful dashboard.Documentation for help and tutorials needs to be improved and updated.Android software needs to be optimized because it crashes.Importing contacts is a difficult task.The user interface needs a few tweaks to look more elegant.
  1. Vcita

Vcita CRM is a cloud-based CRM platform that helps businesses manage their leads, clients, and appointments. The below-mentioned features can help businesses save time and improve their customer service by ensuring that clients are always followed up with and that appointments are never missed.

In addition to its follow-up and scheduling features, Vcita CRM also offers a variety of other features for managing leads, clients, and appointments, such as contact management, invoicing, and reporting.

Here are some of the features:

  • Automated follow-up messages
  • Online scheduling
  • Appointment reminders
  • Follow-up tasks

Rating: 4.5/5 (G2 Rating) 

Pricing

Victa CRM pricing varies by plan: Essentials $29/month, Business $59/month, Platinum $99/month.

ProsCons
Customers can conveniently pick a schedule and book online.It helps service providers move clients through every stage of the sales cycle.The tool is very easy to use.Users have reported significant time savingsSome users have reported that the cost-benefit ratio for SMS reminders is not great.It does not have a group-scheduling feature.It’s painful to get clients to use the client portal once they have had a single email communication with you

What CRM software is best for Follow-up scheduling?

If you are looking for a CRM software with powerful follow-up scheduling features, CostaRica CRM is the best option for you. CostaRica CRM’s follow-up scheduling features are top-notch. You can easily create and manage follow-up tasks, set reminders, and track your progress. CostaRica CRM also integrates with your calendar, so you can see all of your follow-up tasks in one place.

How can CRM help in Follow-up scheduling?

CRM can help with follow-up scheduling in a number of ways. First, it can help you keep track of all of your contacts and their contact information, as well as the stage they are in in the sales process. 

Second, CRM can help you automate the follow-up process. For example, you can create follow-up tasks that are automatically assigned to you or your team members based on certain criteria, such as the lead’s stage in the sales process or the date of your last interaction with them.

Third, CRM can help you track the progress of your follow-up efforts. This allows you to see which leads are responding to your follow-ups and which ones are not.

What are the advantages of using CRM for follow-up scheduling?

Increased efficiency: CRM can help you automate many of the tasks involved in follow-up scheduling, such as sending emails, creating tasks, and generating reports. 

Improved organization: CRM can help you keep track of all of your leads and their contact information, as well as the stage they are in in the sales process.

Better personalization: CRM can help you personalize your follow-up messages for each individual lead. 

Increased visibility: CRM can help you track the progress of your follow-up efforts and identify areas where you can improve. This can help you close more deals and increase your revenue.

What are the disadvantages of using CRM for follow-up scheduling?

Cost: CRM software can be expensive, especially for small businesses.

Complexity: CRM software can be complex to learn and use, especially for users who are not familiar with technology.

Data entry: CRM software requires users to enter data about their leads and customers, which can be time-consuming.

Over-reliance on technology: It is important to remember that CRM software is just a tool. It is important to use it in conjunction with your own judgment and experience to ensure that you are following up with your leads in a timely and effective manner.

What is the role of CRM for Follow-up scheduling?

Here are some of the key ways that CRM can help with follow-up scheduling:

  • Keep track of all leads and customers. CRM provides a central repository for all of your lead and customer data, including their contact information, stage in the sales process, and history of interactions with your business. This allows you to easily see who you need to follow up with and when.
  • Automate follow-up tasks. CRM software can automate many of the tasks involved in follow-up scheduling, such as sending emails, creating tasks, and setting reminders. This can free up your time so you can focus on other important tasks.
  • Personalize follow-up messages. CRM allows you to personalize your follow-up messages for each individual lead or customer. This can lead to higher response rates and more closed deals.
  • Track the progress of follow-up efforts. CRM software can help you track the progress of your follow-up efforts and identify areas where you can improve.

How much does a CRM for Follow-up scheduling cost?

The cost of a CRM for follow-up scheduling can vary depending on a number of factors, including the size of your business, the features you need, and the pricing model of the CRM software you choose.

Here is a general overview of the cost of CRM software for follow-up scheduling:

  • Small businesses: $10-$50 per user per month
  • Medium-sized businesses: $50-$100 per user per month
  • Enterprise businesses: $100+ per user per month

It is important to note that these are just general guidelines. The actual cost of CRM software for follow-up scheduling may vary depending on the specific factors mentioned above.

Which is the best CRM software for beginners with follow-up scheduling?

If you are a beginner looking for a CRM software solution to help you improve your follow-up scheduling, CostaRica CRM is the best option for you. It is easy to use, affordable, and offers all the features you need to be successful. Overall, CostaRica CRM is the best CRM software for beginners with follow-up scheduling.

Which CRM Software Has Follow-up Scheduling for Intermediate?

CostaRica CRM is the best CRM software with follow-up scheduling for intermediate users. It offers a variety of features that can help you automate and streamline your follow-up process, as well as manage your sales and customer relationships more effectively.

Here are some additional benefits of using Costa Rica CRM for follow-up scheduling for intermediate users:

  • Customize your follow-up workflows.
  • Integrate with other tools.
  • Get support from a team of experts.

Which CRM Software Has Follow-up Scheduling for Experts?

Costa Rica CRM is the best CRM software with follow-up scheduling for experts. some of the key features of Costa Rica CRM that make it ideal for experts with follow-up scheduling:

  • Customizable follow-up workflows
  • Advanced follow-up reporting
  • Integration with other tools
  • Support from a team of experts.

Overall, Costa Rica CRM is the best CRM software with follow-up scheduling for experts. It offers a variety of features and benefits that can help you improve your follow-up process, manage your sales and customer relationships more effectively, and grow your business.





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