Software Alternatives & Reviews

FinancialForce VS AtmosAI CRM

Compare FinancialForce VS AtmosAI CRM and see what are their differences

FinancialForce logo FinancialForce

FinancialForce.com provides cloud ERP solutions for Salesforce: Cloud Accounting Software, PSA, Human Capital Management and Supply Chain Management.

AtmosAI CRM logo AtmosAI CRM

AtmosAI CRM connects sales, marketing and the customer experience. Enjoy 100% no code customization, pre-built templates, quotes and invoices, marketing tools and our Command Center, a single source for all client information.
  • FinancialForce Landing page
    Landing page //
    2023-07-18
  • AtmosAI CRM Landing page
    Landing page //
    2023-02-15

AtmosAI CRM gives you all of the tools needed to store leads, communicate and market to potential clients and track those clients through the entire sales process, from new lead to paying client and everything in between.

FinancialForce features and specs

No features have been listed yet.

AtmosAI CRM features and specs

  • Lead Management: Yes
  • Customer Management: Yes
  • Calendar and Scheduling: Yes
  • Quotes and Invoicing: Yes
  • Easy Customization: Yes
  • 2-Way Email : Yes
  • Inbound and Outbound Calling: Yes
  • 2-Way SMS (Text Messaging): Yes
  • Marketing Campaigns (Email, SMS and Calls): Yes
  • Project Management: Yes
  • Product Management: Yes
  • Opportunity Management: Yes

FinancialForce videos

Webinar Project Management (PSA) based on FinancialForce | Cloudteam Company

More videos:

  • Review - Intro to FinancialForce Professional Services Automation (PSA)
  • Review - FinancialForce Employee Reviews - Q3 2018

AtmosAI CRM videos

AtmosAI CRM Intro Video

Category Popularity

0-100% (relative to FinancialForce and AtmosAI CRM)
Accounting
100 100%
0% 0
CRM
0 0%
100% 100
Business & Commerce
100 100%
0% 0
Sales
0 0%
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare FinancialForce and AtmosAI CRM

FinancialForce Reviews

10 Best accounting software for Salesforce businesses
Ease of use: FinancialForce is a highly customizable option, just like Salesforce. Users already familiar with Salesforce will have an advantage in learning to implement FinancialForce. FinancialForce is powerful and complex, but it comes with good training in the form of webinars, videos, and a community platform. FinancialForce also offers two levels of “Success Plans,” an...
20 PSA Software Tools, Alternatives for MSPs & VARs
6. FinancialForce.com: FinancialForce, which makes an ERP suite for the Salesforce.com cloud ecosystem, now has more than 1,000 customers and subscription revenue grew roughly 60 percent in 2015. Take a closer look at the ERP suite, and it includes an increasingly popular professional services automation (PSA) platform. A healthy list of IT service providers now run...

AtmosAI CRM Reviews

  1. AtmosAI CRM - Intuitive and powerful

    Thus far, we've had a great experience with this CRM. It's as easy to customize as they say it is, and it meets our needs and more. In addition to management of leads and contacts, you can also manage your clients and send invoices, quotes and estimates to those clients.

    🏁 Competitors: Keap, Thryv, monday CRM
    👍 Pros:    Simple yet powerful and efficient tool|Easy to use|Great value|Add on applications
    👎 Cons:    None so far

What are some alternatives?

When comparing FinancialForce and AtmosAI CRM, you can also consider the following products

Sage 50cloud - Sage 50cloud is the small business solution for everyday heroes. Plus, new customers enjoy 40% off!

LeadSquared - Sales and marketing automation software for businesses that sell to directly to consumers using offline, online, phone or field sales.

FreshBooks - The ideal accounting software for small business owners.

CommissionCrowd - A global online sales platform to connect companies and commission only sales agents

LessAccounting - Small business accounting software from Less Everything, because your job title isn't accountant! Accounting software features: invoicing, proposals, CRM and more.

ChatPDF - Chat with any PDF using the new ChatGPT API