Most of our client communication happened via email, slack and g'chat until I found Aligned. Conversations were easily lost, both parties lost track of important tasks and, most importantly, it was just too much email to keep track of. Now we handle onboarding and ongoing client management in Aligned. Each customer has their own space, which we create from a template. The analytics is great and really helps us see in between calls.
Based on our record, Copper seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I've seen Copper CRM work quite well for contractors (assuming that your team is using or open to using Google Workspace - if you're not using Google Workspace, I'd probably ask why not? But then recommend you to use Pipedrive if you're not willing to switch to Google Workspace). Source: over 1 year ago
GetAccept - GetAccept is a Sales tool for electronic signatures and sales document automation.
Zoho CRM - Omnichannel CRM for Businesses of all sizes
Recapped - Close deals and onboard your clients in record time
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Dock.us - Sales deal rooms, onboarding plans, and client portals that customers love.
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.