Categories   >   Casino CRM Software
Last Reviewed: November 20th, 2024

Best Casino CRM Software Of 2024

What is Casino CRM Software?

Casino CRM software is designed to enhance guest experiences and drive efficient operations within the gaming industry. Primarily, it addresses issues of customer retention, personalized marketing, and streamlined service management by providing a centralized platform that integrates guest data, preferences, and interactions. This is particularly crucial in an environment where customer satisfaction directly impacts revenue. Key functionalities typically include player tracking, loyalty program management, and targeted promotional campaigns. Emerging features such as AI-driven analytics and real-time interaction tools are gaining traction, offering deeper insights into customer behavior and preferences. Industries benefitting most from Casino CRM are gaming, hospitality, and entertainment sectors that prioritize exceptional customer service and targeted marketing efforts. However, limitations such as high implementation costs and complexity can be barriers. In essence, Casino CRM software provides a competitive edge by leveraging data to foster repeat business and enhance overall operational efficiency, translating to sustained growth and higher profitability.

What Are The Key Benefits of Casino CRM Software?

  • Optimizes customer relationships
  • Streamlines marketing campaigns
  • Enhances customer loyalty programs
  • Improves customer satisfaction
  • Provides real-time data insight
  • Facilitates client segmentation
  • Simplifies data management
  • Increases operational efficiency
  • Boosts casino revenue
  • Personalizes customer experience
Read more

Overall

Based on the latest available data collected by SelectHub for 744 solutions, we determined the following solutions are the best Casino CRM Software overall:

Pipedrive
Pipedrive
Start Price
$14.90
Annual, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Pipedrive

Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.

Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

Pros & Cons

  • Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
  • User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
  • Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
  • Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
  • Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
  • Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
  • Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
  • Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.

Key Features

  • Lead Management: Includes a product catalog, lead import tools and deal probability, in addition to visual pipelines. A color-coded feature called “rotting” uses different colors to represent how hot or cold a lead is, providing visibility into which leads require follow-up or are best to pursue. 
  • Contact Management: Import contacts from a previous CRM or spreadsheets, or sync from Microsoft or Google. Once in the system, contacts are stored as organizations and people, which can be attached to deals. Record and access a history of interactions to clarify where things stand. View contact locations by adding Google Maps integration. 
  • Web Forms: Generate leads via web forms embedded on a company website or shared in emails and on social media channels. Customize fields to capture personal details specific to company needs. Configure where the leads appear (e.g., as a deal or contact). 
  • Leadbooster Chatbot: Collect and qualify leads 24/7. Route leads to a custom destination, such as a stage or sales rep. Calendar syncing lets leads book meetings with sales reps from within the chatbot conversation. 
  • Activity Management: Contains a scheduling tool, reminder notifications and a premade list of activity types, which can be configured based on company needs. 
  • Sales Forecasting: Pursue the best deals and effectively plan strategies for open deals. Access and customize different views: 
    •  Individual views provide in-depth details for sales reps. 
    •  Forecasting views let managers filter deals based on criteria like date started or product. 
  • Integration: Integrates with dozens of other apps, including Asana. Connects with platforms like Zapier and Automate.io, allowing further integration with tools like LinkedIn, Zendesk, Mailchimp, HubSpot, Jira, Salesforce, Dropbox and various G Suite tools like Gmail. 
  • Marketplace: Supports dozens of third-party plugins. Thumbs-up/thumbs-down ratings and user reviews help gauge how an app performed for other users. 
  • User Access Control: Set user permissions and determine how users log in, whether it’s via two-factor authentication or using a single sign-on (SSO) platform. Track the identity and location of anyone who logs in on a dashboard. Receive alerts when an unrecognized device logs in. 
  • Data Security: Features include data encryption, daily backups and GDPR compliance. Also provides a data protection officer and multiple certifications. 
Salesforce Sales Cloud
Salesforce Sales Cloud
Start Price
$25
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Salesforce Sales Cloud

Based on our research and user feedback, Salesforce Sales Cloud turned out to be a powerful and flexible CRM solution, capable of accommodating businesses of any size.

Its AI-powered features, especially Einstein, truly set it apart. This tool provides predictive analytics, lead scoring, opportunity scoring and sentiment analysis to improve sales efficiency.

We found the mobile app to be feature-rich, offering full functionality for sales teams on the move, including forecasting and account management.

Yet, some users reported a learning curve for advanced features. While the basic functionalities are user-friendly, leveraging the full potential of Sales Cloud may require proper training. Additionally, smaller organizations might find the pricing structure challenging, as costs can accumulate quickly with add-ons and advanced features.

Integration capabilities are generally strong, but we observed that some key functionalities, such as event tracking and eCommerce integrations, rely on third-party providers. This could add complexity and cost for businesses requiring these features.

Overall, Salesforce Sales Cloud is well-suited for organizations seeking a reliable, AI-enhanced CRM with extensive customization options and analytical capabilities. It's particularly valuable for businesses expecting growth, as the platform can scale effectively. However, potential users should carefully consider their budget, required features and available resources for implementation and management when assessing this CRM.

Pros & Cons

  • Easy To Use: Many users report that Salesforce has a user-friendly and intuitive interface, making it accessible to both beginners and experienced users.
  • Good Vendor Support: Salesforce offers quality support. Users often mention that the company treats them more like partners than just customers.
  • Highly Customizable: Developers find that the level of customization provided by Sales Cloud helps them extend Salesforce's features effectively.
  • Scalability: Salesforce is suitable for companies of all sizes. It's a long-term solution that can adapt to evolving organizational needs.
  • Learning Curve: While the interface is user-friendly, users need proper training to use Salesforce efficiently, especially for more advanced features.
  • Cost: Several users, particularly from smaller organizations, point out that the overall price can be a concern for businesses with limited budgets.
  • Resource Intensive: While Salesforce can do almost anything, it often requires a dedicated team and skilled resources to manage it effectively.

Key Features

  • Sales Forecasting: You can build accurate sales projections and custom forecast types based on various data points, measures and dates to get a clear picture of your future sales performance.
  • Lead Management: With Sales Cloud, it’s easy to capture leads, manage campaigns and convert opportunities into sales. You can create forms on your website, use LinkedIn ads or have AI chatbots talk to potential customers.
    • AI-based Lead Conversion: The Einstein Lead Scoring tool analyzes past conversion patterns to predict which current leads are most likely to convert, helping you prioritize the most promising prospects.
  • Integration Capabilities: Connect Salesforce with your favorite tools and platforms. A wide range of plugins is available, enabling you to create a smooth workflow across all your applications.
  • Reporting and Analytics: While the reporting system is user-friendly, quick and can generate real-time reports, it also offers flexibility for more advanced users who want to customize their reports. You can also create reports for territories and collaborative forecasts.
  • Mobile App: Salesforce’s mobile app lets you create, edit and view records for accounts, campaigns, cases, contacts, forecasts and leads. Additionally, you can use Salesforce Chatter to see feeds, groups and people. What data you can access depends on your organization's settings.

Pricing

License/Subscription Cost
  • Based on a recurring subscription-based model: per user, per month (billed annually)
  • All products require an annual contract
  • Cost varies depending on the package selected — Lightning Essentials, Lightning Professional, Lightning Enterprise or Lightning Unlimited (refer to the pricing section for details)
Maintenance Cost
  • Included in the subscription cost
  • Users aren’t required to pay server fees or annual maintenance charges
  • Provides technical support and Help Center to resolve issues.
  • Streamlines the implementation process through videos, training and certification, a customer community, documentation, interactive tutorials, and webinars
Installation/Implementation Cost
  • The cost is over and above the subscription cost
  • Salesforce implementation can cost anywhere between $2,000 and $20,000, delivered within 2-3 weeks or 2 months
  • Salesforce implementation partners/contractors handle implementation, charging anywhere from $16/hour to over $190/hour
Customization Cost
  • Cost varies depending on the selected plan and any functional requirements added to the basic business requirements
  • Add-on charges include $50/user/month for knowledge base access and $250/GB/month for additional data storage capacity
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount of CRM data to be migrated, such as opportunities, cases, activities, contracts, orders, invoices, data duplication, data archiving and restoration
Recurring/Renewal Costs
  • Renewal cost is included in the subscription fee
  • Users may incur additional costs for premium support services, application administration, data archiving and restoration services chosen, if any
Infusionsoft
Infusionsoft
Start Price
$159
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Infusionsoft

Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

Pros & Cons

  • Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
  • Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
  • Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
  • Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
  • Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
  • Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
  • Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
  • Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.

Key Features

  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 

Pricing

License/Subscription Cost
  • Recurring subscription-based model: per user, per month, plus maintenance, implementation and backup support
  • All plans are billed monthly according to the annual contract
  • All plans come with a mandatory one-time setup fee called Kickstart package for new customers
  • Costs vary depending on the plan selected, based on the level of consulting and implementation help businesses require
Maintenance Cost
  • Included in the subscription cost
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Varies depending on the functional requirements added in the product module, such as sales force automation, marketing automation and eCommerce capabilities. This is based on the organization’s business requirements
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount and type of data to be migrated from the legacy system, availability of migration tools, data profiling, data cleansing and audit trail of the migration process
Training Cost
  • Cost is over and above the subscription cost and varies depending on the type of plan chosen
  • Provides an initial training program for first-time users. Users need to enroll and pay for the training course
  • Provides embedded links, including walkthrough features and video tutorials, after initial training is completed
Recurring/Renewal Costs
  • Cost is included in the subscription fee, based on the number of users, additional add-ons and the plan purchased
Dynamics 365 CRM
Dynamics 365 CRM
Start Price
$65
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Dynamics 365 CRM

A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

Pros & Cons

  • Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
  • Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
  • Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
  • Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
  • Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
  • Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
  • Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
  • Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
  • Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.

Key Features

  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
HubSpot CRM
HubSpot CRM
Start Price
$1,080
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked HubSpot CRM

HubSpot CRM is a free platform that supports the marketing and sales efforts of small to mid-sized businesses with features such as lead intake, deal management, ticket issues and more. It’s easy to use, unified and offers robust workflow management automation. A couple downsides reviewers observed include the limited functionality of the mobile app and the integrations mainly geared toward e-commerce. All in all, businesses looking for marketing and customer management at no cost will find HubSpot CRM is a solid option.

Pros & Cons

  • User-Friendly: 86% of users mentioning this aspect observed that HubSpot CRM is easy to use and install without much hassle.
  • Workflow Management: Well-constructed workflows enable timely follow-ups, according to 76% of users mentioning this feature.
  • Report Generation: It's easy to upload and export reports, as indicated by 53% of reviews referring to reporting.
  • Automation: This feature makes it easy and faster to conduct daily professionals tasks, as noted by 60% of users referencing it.
  • Affordable: 55% of reviews mentioning price suggested the application is inexpensive for the features offered.
  • Unified Solution: A simple, unified dashboard makes it easy to carry out multiple activities, according to 66% of reviews that mentioned this aspect.
  • Mobile Application: 50% of reviews about the app suggested it’s inefficient and limited to monitoring the status of customer requests.
  • Integration: The platform lacks basic third-party integrations, with 63% of reviews on the subject saying the integrations are primarily beneficial for e-commerce businesses.

Key Features

  • Pipeline Tracking: Auto-populates data from new deals and eliminates manual entries in forms. Add, edit and delete stages and properties from entered deals without help from IT. 
  • Lead Management: Helps sort and filter a prospect’s information based on geography, company size and number of visits. Custom views aid tracking prospects for optimum outreach. 
  • Monitoring: Monitors and gives insight on a prospect’s website activity, and identifies new prospects that visit the company’s website. 
  • Email Tracking and Notifications: Tracks sent emails, activities and aligns timed follow-ups for optimum sales growth. 
  • Email Templates: Promotes effective outreach and communication by making it quick and easy to draft emails. 
  • Scheduling: Syncs Google and Outlook meetings, making it easy to pick available time slots. Also helps schedule team meetings with prospects to maintain relationships and increase sales. 
  • Reporting: Generates customizable reports and dashboards that enable sharing metrics with team members, which help stimulate business growth. 
  • Live Chat: Enhances customer experiences and reduces the chances of a prospect slipping through the cracks by enabling support agents and sales reps to solve the queries of existing and interested customers in real time. 
Less Annoying CRM
Less Annoying CRM
Start Price
$15
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Less Annoying CRM

Less Annoying CRM’s straightforward design caters to small business users, making it easy to use and eliminating much of the learning curve that comes with more advanced CRM platforms. It’s easy to customize, the customer support is strong and the platform is quite inexpensive as well, as noted by most reviewers. However, it lacks a robust mobile app and some important integrations. Overall, it’s an efficient system for small businesses looking for basic CRM functionality without unnecessary bells and whistles.

Pros & Cons

  • Ease of Use: 99% of reviewers referencing usability mentioned the system is user-friendly, with an intuitive and uncluttered interface.
  • Customer Service: The support reps are easy to reach, patient and informative, as noted by every user who mentioned this aspect.
  • Easy to Learn: Every user who references this aspect noted minimum or no training is required, and there are short, helpful videos to understand the software.
  • Customization: Customizing the system is easy, according to 90% of the reviewers who talk about this feature.
  • Cost: The system is quite affordable, as observed by 95% of the reviewers who mention price.
  • Integrations: The scope of integration is limited, and it lacks integrations with platforms such as Constant Contact and LinkedIn Sales Navigator, as noted by more than 55% of the reviewers who reference this feature.
  • Mobile App: According to 60% of reviewers who mentioned this aspect, the system needs a dedicated mobile app.

Key Features

  • Contact Management: Store all contacts, including individuals or businesses, in a central place. Filter the views to quickly find or group certain types of contacts. Each individual record houses company and contact info, an activity list, files, notes and pipeline status. 
  • Pipeline Management: Includes four default pipeline stages, with the option to add more. Use editable templates for specific pipelines, such as orders, projects, billing and other scenarios. When adding contacts to a pipeline, it’s possible to include a task, such as following up on a specific day. 
  • Workspace: Acts as a summary dashboard, with an overview of all necessary information, from the day’s events and tasks to a pipeline report and an activity feed. 
  • Groups: Segment contacts into different groups, attach them to an existing group or create a new one. To email a particular segment, connect Less Annoying CRM to Mailchimp and then sync an audience in Mailchimp to a specific group. Groups can be public or private. 
  • Built-in Calendar: Create events and tasks within the platform via the calendar feature. Subcalendars permit greater categorization by grouping elements, such as having separate subcalendars for different levels of task priorities. Calendar sharing and sync with Google Calendar are supported. 
  • Email Log and Agenda: Store email conversations and attach them to the corresponding contact records for a complete history of interactions. Choose to receive a daily email with a checklist of any scheduled events and tasks. 
  • Integrations: Connects with third-party apps to add capabilities like lead forms, call tracking and logging, invoicing, and more. Native integrations include Mailchimp, Google Calendar and Google Contacts, while integrating with LeadsBridge and Pie Sync grants access to hundreds more apps, such as QuickBooks, Facebook Lead Ads and Shopify. Using third-party apps or Mailchimp incurs extra costs. 
Streak CRM
Streak CRM
Start Price
$0
Free, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Streak CRM

Built into Gmail, Streak ensures efficient email marketing, as users can check if an email is opened or read, deliver mass emails, send follow-ups, schedule emails and more. Additional strengths include data organization and greater productivity via G Suite integration. However, the free version has restrictions on how many emails can be tracked and doesn’t offer detailed tracking data. Reviewers also noted that the user interface needs improvement and that there are technical issues to address. Overall, it’s a decent software with a number of useful features.

Pros & Cons

  • Email Marketing: Robust features include open and read rates, bulk emails, scheduling and more, according to more than 82% of users who mention email marketing.
  • G Suite Integration: The software ensures efficient process by connecting with G Suite, as noted by almost 90% of reviewers who mention this aspect.
  • Free Plan: Every user who references the free plan indicated it’s very useful and caters to almost every requirement.
  • Centralized Data: The software aids efficient data management, as noted by every reviewer who mentions this feature.
  • Reminders: Every user who refers to this feature liked the ability to frequently follow up
  • Ease of Use: More than 62% of reviewers who reference this feature noted the platform is easy to navigate.
  • Customer Communication: Streak aids effective customer engagement according to all users who mention this feature.
  • Customer Support: According to almost 60% of users who mention this element, the customer service needs improvement, with slow responses and irregular quality cited as a couple issues.
  • Lack of Free Features: While the free plan is useful, 80% of reviewers felt it would be helpful to have more features.
  • Location: Every user who mentions this feature observed that the software doesn’t reflect senders’ geographical location.

Key Features

  • Pipelines: Streak CRM lets you create an unlimited number of pipelines, and with a Professional or Enterprise plan, you can also create unlimited rows (called items) within each pipeline. Filters, groups, sorting and search features let you configure pipelines based on the view you need and then save that view to share with team members. You can also link related pipeline items for quick navigation between the two. 
  • Boxes: Each box represents a contact, lead or whatever else you want to track. They act as the building blocks of your pipeline and are what you move through the stages. Boxes can contain information like emails, contacts, comments, notes, tasks, file attachments, data fields and more. 
  • Customizable Workflows: The software allows you to configure your workflow to fit your processes. You can add, delete or move pipeline stages, as well as color-code them for easy tracking. 
  • Alerts: The view tracking feature sends a notification when a recipient reads your message. You can sort emails in your Sent folder based on whether they’ve been viewed or not, so it’s clear which contacts require follow-up. 
  • Mail Merge: If you need to send mass emails that include personalization, this feature has the necessary capabilities. You can pull data from your pipeline to personalize elements like company info or recipient name. The preview mode lets you proof emails before sending. 
  • Send Later: You can schedule emails to send at a predetermined time and edit or cancel them from the draft view. 
  • Snippets: With this feature, which acts as a template, you can create a library of most-used emails to reuse whenever needed. Shortcuts allow you to insert the content quickly. The templates are shareable among team members. 
  • Reporting: Available with the Professional and Enterprise plans, this feature lets you generate reports based on the data in your pipelines. The system offers built-in sales and pipeline reports that can be customized, downloaded and shared via email. Sales reports let you track information like the total value currently in your pipeline, the value per stage, close rate, projected close value and more. Pipeline reports include total interactions, stage flow, the number of boxes assigned to each user and the number of boxes in any given stage. 
  • Permissions: With a Professional or Enterprise plan, you can control who views and edits information in the system. Owners act as the administrators, with the ability to edit teams, roles, pipelines and other settings. Members are limited to viewing pipelines and contacts, and can’t change user roles or team members. 
Freshsales
Freshsales
Start Price
$9
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Freshsales

Suitable for SMBs, Freshsales provides easy-to-use tools for sales management, customer engagement and lead management. Its hassle-free configurations and intuitive interface are some standout features noted by reviews. Users also appreciate its ability to manage customer information efficiently and its broad lead management capabilities. However, the free plan doesn’t include useful features, adding advanced features gets costly and there are some technical issues that hinder usability. While integrations with other Freshworks products and Zapier are helpful, important third-party integrations such as LinkedIn and Hubspot are missing. Overall, it has a lot to offer and can be a good choice for smaller operations.

Pros & Cons

  • Ease of Use: 97% of reviews talking about usability noted the system is user-friendly.
  • Interface: The user interface is simple, fast and can be navigated easily, as observed by 96% of reviewers who mention this feature.
  • Lead Management: According to 90% of users who talk about this feature, it helps generate, track, upload, convert, research and organize leads effectively.
  • Contact Management: The system helps store client information efficiently and find data quickly, as reported by 94% of users who reference this feature.
  • Configuration: 80% of reviewers who mention configuration asserted the system is easy and quick to set up.
  • Price: Although a free plan is available, it doesn’t include a lot of options, and adding advanced features gets expensive, according to 65% of reviews referencing cost.
  • Technical Glitches: Every user who talks about this aspect observed there are quite a few technical issues with APIs, migration and more.

Key Features

  • Smartforms: Automatically create new leads after visitors sign up on a web form, providing data from social media profiles, photos and activities on the website. 
  • 360-Degree Customer View: Access customers’ social profiles, products bought, website, interactions and appointments from a single screen. 
  • Velocity Reports: View the time required to convert qualified leads into customers and understand the stages in which sales reps are stuck. 
  • Revenue Analytics: Identify star performers, successful campaigns and leading territories using detailed revenue metrics.  
  • Push Notifications: Push notifications are sent whenever a new lead, task or deal is assigned to users and also offer reminders of upcoming meetings. 
  • Custom Reports: Track sales managers’ performance and sales figures using custom reports with tables and charts. Schedule reports to be delivered on a given date. 
  • Auto Profile Enrichment: Automatically enriches leads, contacts and accounts with their social and publicly listed information such as photos, company details and social profiles.  
  • Email Tracking: Real-time notifications on email opens and clicks facilitate prompt responses and optimize marketing efforts. 
  • Deal Status: Understand deal status in a better way by tracking deal value and the number of deals under review. 
  • Visual Sales Pipeline: Locate deals across stages and get a better view of the pipeline by sorting and filtering. 
  • Third-Party Integrations: The Marketplace provides third-party apps that can be integrated with Freshsales. Connect with Google Sheets, MailChimp and more via Zapier. 
  • Mobile App: With Android and iOS apps, record voice notes, move leads through pipeline stages, check in to meetings, view calendar, log calls and receive notifications. 
Zoho CRM
Zoho CRM
Start Price
$14
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Zoho CRM

Zoho CRM is a cloud-based CRM solution that serves businesses of all sizes and across various industries. It provides users with real-time data analysis, AI-powered sales performance optimization and extensive automation and customization. You can streamline workflows and improve sales efficiency with lead nurturing, deal management, and third-party integrations.

During our test run of their free trial, we loved working with standout features like the customizable dashboard, automated lead creation via the email parser and drop-down linking for account, product, lead and quote creation.

However, users report a learning curve associated with full feature utilization and customization. Additionally, some advanced features and functionalities require upgrades to higher tiers making it expensive for smaller teams. Overall, Zoho CRM offers an interoperable solution for businesses looking for a customizable, affordable CRM platform.

Pros & Cons

  • Work Offline: Users who mention this feature say the platform functions well even when used in offline mode.
  • Business Management: The system monitors business performance, populates the website with suitable visitors and keeps a tab on productivity and output, eliminating unmatched customers and removing hassle according to users who mention this aspect.
  • Affordable: Users said the software is budget-friendly as compared to other CRM systems and has considerably more adaptive features for the price.
  • Integrations: Reviewers appreciated Zoho’s integration with in-house tools that support unified workflows, flexibility and email functionality.
  • Learning Curve: Users mentioned some features and customization requires additional time and learning to implement.
  • Customer Support: Zoho’s customer support and inquiry resolution isn’t very responsive, according to users who refer to support. However, the chat support is comparatively better.
  • Lags and Delays: Reviewers noted there is sometimes a lag in notifications for email tracking and updates.

Key Features

  • Sales Force Automation: Automate tedious sales tasks such as lead generation and routing, data entry, email notifications, field updates and more. Optimize lead management, deal management, account management, contact management, and manage workflow and assignment rules.
  • Process Management: Enable your sales team to follow a standardized sales strategy. Use the blueprint feature to log offline processes such as order management or deal closure, ensuring consistent execution. Create automated approvals for common activities such as vacation time requests, capital expense reports and pricing discount requests. Additionally, you can set rules for assigning leads, escalating cases and validating CRM data.
  • Opportunity Management: Keep everyone’s antennas tuned to the same channel with Zoho’s activity tracking for all customer interactions like emails, calls, tasks and notes. Create deals and associate them with campaigns with drop-down fields and generate multiple pipelines using the standard template or your own personalized fields You can create a custom Kanban view using dropdown options and fields.
  • Multichannel Support: Connect with your email platform to send emails directly from the CRM. Connect your brand’s social media channel to respond in real-time, follow relevant conversations and automate lead generation. Use the Phonebridge integration to enable sales reps to easily log and track information from calls. You can also embed live chat and lead capture forms on your website to facilitate sales, marketing and customer service efforts.
  • Sales Enablement: Aid sales reps in their daily jobs using features like quotes and purchase orders (via integration with Zoho’s Finance Suite), a documents library, integration with Zoho’s presentation and document creation applications, and external-facing portals for partners and vendors. It also offers a calendar, a feature called SalesInbox for prioritizing the most lucrative emails, a web meeting platform through the Zoho Meeting integration, real-time notifications, collaboration feeds and more.
  • Performance Management: Gauge how a product, team or region is performing with forecasting tools. Group customers based on shared attributes (region, product, etc.) with territory management and gamify elements to encourage friendly competition that boosts performance among sales reps. Zia can also help improve performance by helping you target leads that are most likely to generate revenue. Your sales reps can engage with website visitors via chatbots for web and mobile, so every query receives attention even if they’re away from their desks.
  • Marketing Automation: Streamline marketing efforts by segmenting customers using a range of criteria, automating lead nurturing follow-ups, creating code-free web forms to gather customer information, scanning and uploading business cards, and analyzing campaign spending. Use capabilities like end-to-end event management, email campaign capabilities, surveys, and marketing details like budgets and performance metrics. A hierarchy feature lets you hook sub-campaigns to related main campaigns.
  • Team Collaboration: Use Feeds as a central location for collaborating, sharing announcements and offering advice. You can integrate chat functionality to facilitate everyday tasks and automatically send real-time sales updates. Users can leave notes on records or activities and tag other team members. Other features include groups for collaborating around specific events or for specific purposes, as well as project management tools via integration with Zoho Projects.
  • Third-Party Integrations: Connect with more than 50 third-party apps for collaboration, document management, live chat, telephony, messaging, events and meetings, quote management, document signing, lead management, marketing automation, social media, storage and more. Integrations include G Suite, Office 365, Slack, Shopify, Mailchimp, Facebook Ads, QuickBooks, GoToWebinar, DocuSign, Dropbox and Zapier.
  • Security: Store critical business data in secure vaults, choose where you want your data stored (U.S. and EU data centers) and encrypt data fields. Use audit logs to track activity, enable two-factor authentication and designate which IP addresses users can use to log in. Real-time backups on multiple servers ensure you won’t lose data due to a system-based or natural disaster.
Spiro
Spiro
Company Size
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Deployment
Cloud On-Premise
Platform
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Why We Picked Spiro

Spiro enables SMBs to simplify their sales and communications with a user-friendly platform that’s built on AI. Given the central role AI plays, it stands out as a feature many users find to be helpful, particularly when paired with BI to improve sales efficiency. The built-in calling and messaging feature helps users stay connected to prospects, increasing the chances of conversion. Reviews also report that customer support is timely and helpful. Some limitations include slow functionality while reporting and inaccurate automatic data capturing. Overall, those looking for a solution to handle many sales activities without using a traditional CRM product may find it to be a good choice.

Pros & Cons

  • Ease of Use: The software is easy to use and customize to meet business processes and sales requirements, according to 83% of users referencing this aspect.
  • Artificial Intelligence: All reviews on this feature say the combination of AI and BI helps the sales team to work more fluidly and more efficiently.
  • Customer Service: The turnaround time and product understanding offered by the support team is very helpful, suggest 100% of reviews citing customer support.
  • Data Capturing: Automated data entry lacks precision and isn't streamlined enough for immediate business use, note 66% of users mentioning this feature.
  • Analytics and Reporting: The lack of proper filtering and functions slow processes down even with automation in place, in the experience of 66% of users reviewing this element.

Key Features

  • CRM Capabilities: While not a traditional CRM, it executes data collection, automatically gleaning information from emails, text messages and calls to measure engagement levels. 
  • Pipelines: Provides a clear view of each deal and has the option to create multiple pipelines to fit internal processes. Offers different views, such as by sales or stage priority. 
  • Analytics and Reports: Understand prospects, customers, opportunities and forecasts better through objective analysis of customer engagements at every stage. Report types include chart, pivot, summary and tabular. 
  • Mobile Apps: Apps for iOS and Android devices allow access to pipelines, reports, contacts, leads and customer records on the go. 
  • Integrations: Connect with many other types of business platforms, including CRM, ERP and customer support, along with tools like Slack, Office 365, Gmail and Outlook. 
  • Email: Supports emailing up to 500 contacts at once along with the option to schedule the emails in advance. Includes reusable templates for common types of messages. Integrate with a marketing automation solution to receive full email marketing capabilities. 
  • VoIP: Available on desktop or via mobile app. Includes one-click dialing, text message support, call recording, interactive

COMPARE THE BEST Casino CRM Software

Select up to 2 Products from the list below to compare

 
Product
Score
i
SelectHub’s Analyst Rating is based on data from our 400+ point analysis of Casino CRM Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
Pipedrive
$14.90
Annual, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Pipedrive
Salesforce Sales Cloud
$25
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Salesforce Sales Cloud
Infusionsoft
$159
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Infusionsoft
Dynamics 365 CRM
$65
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Dynamics 365 CRM
HubSpot CRM
$1,080
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
HubSpot CRM
Less Annoying CRM
$15
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Less Annoying CRM
Streak CRM
$0
Free, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Streak CRM
Freshsales
$9
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Freshsales
Zoho CRM
$14
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Zoho CRM
Spiro
Still gathering data
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Spiro

All Casino CRM Software (744 found)

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Kajabi

by Kajabi
Kajabi
Kajabi is a high-profile solution that ranks 61 among all CRM Software according to our research analysts and 267 crowd-sourced reviews from 2 sources. Starting from $129, Kajabi is priced fairly, offers a free trial on occasion and is most fitting for larger sized businesses. Kajabi can be deployed online. Similar alternatives to Kajabi include Locobuzz, TattooPro and SyncMatters.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
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Deployment
Cloud On-Premise
Platform
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LiveOps

by LiveOps
LiveOps
LiveOps is an up-and-coming software product that ranks 2 among all Call Center Software according to our research analysts and 3 crowd-sourced reviews from 1 source. Starting from $95, LiveOps is priced lower than average and is most advisable for mid-to-large -sized enterprises. LiveOps can be deployed online. Similar alternatives to LiveOps include Nimbata, Squaretalk and wolkvox.
User Sentiment User satisfaction level icon: fair
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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HoneyBook

by HoneyBook
HoneyBook
HoneyBook is a software platform designed to help small businesses efficiently manage their client relationships. It offers a comprehensive suite of features, including customer relationship management (CRM), project management, invoicing, and payment processing, all conveniently accessible from both desktop and mobile devices. HoneyBook is particularly well-suited for service-based small businesses, such as photographers, event planners, and consultants, as it streamlines client interactions, project tracking, and invoicing processes. HoneyBook's user-friendly interface, affordability, and extensive features contribute to its popularity. With plans starting at $11.20 per month (billed annually), HoneyBook provides a cost-effective solution for small businesses seeking to enhance their client management capabilities. HoneyBook's versatility extends beyond basic CRM functionalities, encompassing tools for proposal creation, online invoicing, contract management, and scheduling, making it an attractive option for businesses with recurring clients. While HoneyBook may not offer the same level of depth in pipeline management and reporting as some other CRM options, its comprehensive features and ease of use make it a compelling choice for small and solo business owners.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
Cloud On-Premise
Platform
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Highspot

by Highspot
Highspot
Highspot is a high-profile software application that ranks 20 among all CMS Software according to our research analysts and 38 crowd-sourced reviews from 1 source. Highspot is most advisable for business of all sizes. Highspot can be deployed online. Similar alternatives to Highspot include Pulse CMS, eWizard and OnSign.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
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Platform
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LiveChat

by LiveChat
LiveChat
LiveChat is a live chat software designed to improve customer engagement and support. It allows businesses to engage with website visitors in real-time, providing immediate assistance and resolving queries efficiently. LiveChat is ideal for businesses looking to enhance their customer experience, increase conversion rates, and streamline support processes. Its key benefits include improved communication, reduced response times, increased customer satisfaction, and valuable insights into customer behavior. Popular features of LiveChat include customizable chat widgets, proactive chat invitations, offline messaging, chat routing, and analytics. It integrates seamlessly with popular CRM and help desk systems, ensuring a comprehensive customer support solution. LiveChat offers flexible pricing plans based on the number of agents and features required. Its pricing ranges from a basic plan for small businesses to enterprise-level plans for large organizations, with payment options including monthly and annual subscriptions.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
Cloud On-Premise
Platform
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Salsify

by Salsify Inc.
Salsify
Salsify is a premier software system that ranks 19 among all CMS Software according to our research analysts and 30 crowd-sourced reviews from 1 source. Salsify is most suitable for mid-to-large -sized enterprises. Salsify can be deployed online. Similar alternatives to Salsify include Pulse CMS, eWizard and OnSign.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
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Deployment
Cloud On-Premise
Platform
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Salesforce Health Cloud

by Salesforce.com
Salesforce Health Cloud
Salesforce Health Cloud enables healthcare providers to store, track and monitor health records while building stronger relationships with patients. It assists healthcare professionals in providing more comprehensive care by knowing and meeting patient expectations. The easy-to-use interface allows patients to gain real-time connections with medical teams. When combined with Salesforce Service Cloud, it gives providers a more precise view of patient information such as demographic, lifestyle and health to better serve customers.It allows users to access data from various sources, including wearables and EHR/EMR platforms, as well as view critical information such as past patient health records, current and past medications, and appointments.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$100 - $500
Company Size
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Deployment
Cloud On-Premise
Platform
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Booker

by Booker
Booker
Booker is a leading software system that ranks 5 among all Spa Software according to our research analysts and 938 crowd-sourced reviews from 2 sources. Starting from $85, Booker is priced cost-effectively and is most suitable for any company. Booker can be deployed online and on-premise and is accessible from a handful of platforms including Windows devices. Similar alternatives to Booker include Hiboutik, SimpleConsign and PHP POS.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Little Green Light

by Little Green Light
Little Green Light
Little Green Light is a cloud-based all-in-one system that offers simplified data management, integrations and donor management that make it easy to process online donations. It provides monthly and annual subscriptions without hidden costs or restrictions on the number of users.It simplifies nonprofit operations with basic and advanced features based on company requirements. It can be utilized by individuals or a team, with a user-friendly design that’s good for users without technical knowledge. The intuitive UI consolidates spreadsheets and allows data analysis.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
Cloud On-Premise
Platform
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Popl

by Popl
Popl
Popl is a distinguished platform that ranks 70 among all CRM Software according to our research analysts and 51 crowd-sourced reviews from 1 source. Starting from $7.99, Popl is priced affordably, commonly offers a free trial and is most applicable for any sized company. Popl can be deployed online. Similar alternatives to Popl include Skyward CRM, Billage Software and OBS.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 or less
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Cohere

by Caldera Labs
Cohere
Cohere is a distinguished software tool that ranks 10 among all Live Chat Software according to our research analysts and 16 crowd-sourced reviews from 1 source. Starting from $0, Cohere is priced free of charge to start and is most suitable for any business. Cohere can be deployed in the cloud. Similar alternatives to Cohere include HelloBox, onWebChat and FuseDesk.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 or less
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Seismic

by Seismic
Seismic
Seismic.com offers a sophisticated sales enablement platform designed to streamline and enhance the sales process. It is particularly well-suited for industries such as finance, healthcare, and technology, where personalized and compliant content is crucial. The platform provides unique benefits like dynamic content management, analytics-driven insights, and seamless integration with existing CRM systems. Users appreciate its powerful features, including automated content delivery and real-time collaboration tools, which significantly boost sales efficiency and effectiveness. Compared to similar products, Seismic.com is often praised for its user-friendly interface and robust customization options. While specific pricing details are not publicly available, potential users are encouraged to contact SelectHub for a tailored quote that aligns with their specific requirements. Overall, Seismic.com stands out for its ability to empower sales teams with the right content at the right time, driving better engagement and results.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
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Platform
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Thryv

by Thryv
Thryv
Thryv, pronounced “thrive,” is an all-in-one suite solution designed to help small businesses streamline operations and achieve growth. Improve efficiency and increase personalization through a centralized hub that hosts projects, communication, tasks, team collaboration and complete customer profiles. Creating a client portal simplifies payment and communication and allows customers to schedule appointments at their convenience.Users can also access up to 100 eSignatures, a website builder and HIPAA-compliant features for an additional cost.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Creatio

by Creatio
Creatio
Creatio is a versatile platform that combines CRM capabilities with powerful business process management tools. It helps businesses manage customer relationships, automate workflows and build custom apps without extensive coding knowledge.Starting at $25 per user per month, Creatio stands out with its no-code development platform, allowing teams to create and modify business apps through an intuitive drag-and-drop interface. The system is great at handling complex sales processes, marketing campaigns and customer service operations.The platform is particularly well-suited for mid-sized to large organizations that need more than just basic CRM functionality. The recently updated Freedom UI makes it more accessible for everyday users, though some technical expertise is helpful for more advanced customizations.Users like Creatio for its flexibility and vast feature set, including reporting capabilities, lead management tools and customer service features. Some users have noted occasional performance issues, particularly with page load times. New users should be prepared for a learning curve due to the platform's extensive functionality.To thoroughly analyze Creatio, I took a multi-faceted approach. First, I signed up for a free trial to test the platform hands-on and explored the mobile app to understand the user experience across devices. For real-world insights, I reached out to current Creatio users and read reviews on sites like Capterra. Further, I reviewed case studies and watched tutorials to learn and make the most out of the platform's capabilities. Finally, I utilized in-depth research from SelectHub's analysts, who extensively tested and evaluated Creatio.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
Cloud On-Premise
Platform
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HubSpot Sales

by HubSpot
HubSpot Sales
HubSpot Sales Hub is an all-around CRM solution that delivers numerous features, including contact management, email tracking, meeting scheduling and pipeline management. Its automation capabilities help sales teams focus on high-value activities.Key aspects include lead scoring, email communication, custom reports, and integration with HubSpot's marketing and service hubs. Recent updates have introduced AI-powered tools for more efficient sales forecasting and lead scoring.It’s particularly beneficial for small to medium-sized businesses, though it scales well for larger enterprises. HubSpot Sales Hub offers tiered pricing to suit different business needs. The Starter plan begins at $20 per month, while Professional and Enterprise plans offer more advanced features at higher price points. A free version with basic CRM functionality is also available.Users praise HubSpot Sales Hub for its user-friendly interface and integration capabilities. However, some find the learning curve steep for advanced features and mention that customization options can be limited in lower-tier plans.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
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Deployment
Cloud On-Premise
Platform
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OnCourse

by OnCourse Systems
OnCourse
OnCourse is a prominent platform that ranks 76 among all CRM Software according to our research analysts and 1 crowd-sourced review from 1 source. Starting from $1200, OnCourse is priced economically and offers a free trial on occasion. OnCourse can be deployed online and is accessible from a limited number of platforms including Windows devices. Similar alternatives to OnCourse include Skyward CRM, Billage Software and OBS.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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PracticePanther

by PracticePanther
PracticePanther
PracticePanther is a cloud-based platform that helps manage cases, documents, client communications, time tracking and billing for law firms. It acts as a centralized hub for handling client information, cases and documents. Its reporting tools let you track your firm’s financial health and performance.The platform allows you to create detailed case files, including evergreen retainers, deadlines, billable hours and specific tasks associated with each case. It offers document management tools, enabling attorneys to edit, track changes, eSign and share files with concerned clients and internal departments.Additionally, you can track time spent on each case, generate detailed invoices and automate trust account management. Practices of all sizes can automate invoicing, time-tracking and payments while remaining compliant with IOLTA, ABA and state bar guidelines.The software also allows firms to store client contact information, communication history and matter details in one place. It provides tools for client intake and onboarding, including custom intake forms, checklists and client portals. Its intuitive mobile app helps you stay connected with your firm and communicate with staff and clients remotely.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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DealerCenter

by DealerCenter
DealerCenter
DealerCenter is an up-and-coming software tool that ranks 78 among all CRM Software according to our research analysts and 1362 crowd-sourced reviews from 1 source. Starting from $0.15, DealerCenter is priced economically, has offered a free trial in the past and is most advisable for any sized business. DealerCenter can be deployed in the cloud and on-premise and is accessible from a handful of platforms including Windows and Linux devices. Similar alternatives to DealerCenter include Skyward CRM, Billage Software and OBS.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 or less
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Cirrus Insight

by Cirrus Insight
Cirrus Insight
Cirrus Insight makes it easy for Salesforce users to manage all sales and marketing tasks on one dashboard. Users can track emails, schedule meetings, set follow-ups and more from their inbox. Android and iOS apps enhance productivity. Users can create or update contact information, see email performance, check their inbox, mark meetings on calendars and view customer profiles.Salesforce integration provides additional functionality for sales professionals, and 16 certified Salesforce Admins are available to answer questions. An organization-wide deployment model helps align work for all users and teams.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
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Deployment
Cloud On-Premise
Platform
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Membrain

by Membrain
Membrain
Membrain is a cloud-based software solution by Upstream that lets users execute their sales operations and continually improve sales strategy with coaching. Known for its sales enablement capabilities, it offers prospecting, lead scoring, contact management, pipeline management, communication management, content management and sales analytics. Built for B2B organizations with a long sales cycle, it guides sales teams through each stage of the sales pipeline for optimal performance and drives better execution through coaching and strategy.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Platform
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Buyer's Guide

Casino CRM Software Is All About Providing Robust Customer Segmentation and Tracking Capabilities

By Manogna, Technical Writer at SelectHub

Casino CRM BG Intro

For casino businesses, acquiring customers is only half the battle. The true test is being able to retain and upsell them. While your casino may offer games of chance, doing the same with your business will quickly stack the deck against you. Casino CRM software’s dynamic capabilities can help make business processes more efficient. It allows your sales teams to play their cards right and aim for higher retention rates.

If your casino or gaming business is looking for ways to better manage data or segment clients, casino CRM systems might be what you need. In this buyer’s guide, we’ll go over what casino CRM software is, its benefits, features and a list of the most popular solutions in the market.

Executive Summary

  • Casino CRM software helps optimize data management and customer tracking capabilities to create personalized player experiences.
  • Key features include a centralized data view, customer segmentation, analytics, reports and marketing tools.
  • Be sure to ask software providers targeted and specific questions to help you find the right solution for your business.
What This Guide Covers:

What Is Casino CRM Software?

Casino CRM software is a system that helps casino and gaming businesses manage and monitor their customers. It optimizes sales, marketing, customer service and analytics to help increase client acquisition and retention rates.

The most valuable features casino CRMs offer are — customer tracking and data management. In order to analyze client behaviors, you need to be on top of your data organization game.

You can’t afford to miss any details, so complicated spreadsheets and sticky notes won’t do. Casino CRM software provides dynamic contact management and visualization functions that store and analyze information in a centralized database.

The system's cutting-edge tracking capabilities help monitor customers’ preferences, bets, wins, losses, visits, and the size and frequency of deposits. You can use this data to prioritize and target repeat customers with specific promotional materials and rewards.

Marketing teams can use data insights to segment players and create personalized customer experiences. The solution lets you customize your interactions according to players’ unique needs and gives you an edge over competitors. Ultimately, casino CRMs are high-value tools that help improve customer support quality and sales teams’ cross-selling efforts.

Primary Benefits

Endowed with robust functionalities, casino CRM software offers many advantages that help make business processes smoother.

Casino CRM Primary Benefits

Segment Customers With Ease

With customer segmentation and dynamic filters, you can tailor client communication, promotions and marketing efforts. The system categorizes players based on demographic, social or behavioral characteristics. You can also segment and target VIP players through personalized experiences and the right offers.

The solution gives sales and marketing teams real-time activity control over registrations, bets, wins and withdrawals. Your staff can use such rich and nuanced data to further customize their outreach based on players’ preferences. This way, casino CRM software helps boost retention strategies for re-engaging players and cross-selling them whenever possible.

Enhance Your Marketing Game

Casino CRM software gives marketing teams comprehensive statistics on a player’s average winnings, losses, visits, size of deposits and preferred games. The system allows you to navigate using multiple languages like English, Spanish or Chinese for effortless data visualization.

Advanced marketing tools and machine learning let you enhance campaign monitoring in real time. Casino CRMs also help boost productivity by streamlining lead management and lead tracking processes. Convenient follow-up processes and automation capabilities enable your marketing team to focus on more important and complex tasks.

Get an All-Round Player View

Casino CRM software provides easy and instant access to a comprehensive 360-degree customer view. You can identify and communicate with key contacts through various touch points like email, SMS, calls and more. The centralized view helps keep the whole team on the same page and allows your teams to update and access the latest information about players’ gaming activities.

You can get custom reports through any preferred device and use them to track interactions on the go. The solution integrates with Google Calendar and customer support, ensuring high-level data privacy and security. With pre-defined visual customer pages, player communication and campaign efforts can be laser-focused for better conversion rates.

Key Features & Functionality

Centralized Data View

The solution consolidates information in a single-view platform and gives your sales and marketing teams instant access via any preferred device. You can track and store communication via emails, SMS, website visits and other digital interactions.
Analytics

Create comprehensive and easy-to-understand sales reports to make data-driven business decisions. Forecasting tools help you estimate where your company is headed and give insight into customer preferences, team performance and pipelines.
Marketing Tools

Improve your marketing game based on wide-ranging data like customers’ preferred games, the amount spent and winnings. The system also helps predict trends, monitor campaigns in real time and customize efforts for targeted communication.
Customer Segmentation

You can segment clients based on multiple filters like registration, bets, wins and more. Categorizing customers on their behaviors allows you to send the right promotional materials and strategize your marketing tactics.
Reporting Tools

This feature helps optimize your retention approach by predicting and analyzing customer behavioral patterns. Marketing teams can personalize VIP players’ experiences, upsell products and ultimately increase conversion rates.

Software Comparison Strategy

With so many vendors in the market, it can be challenging to find the best casino CRM software for you. Start your search by considering the following aspects:

Preferred Features: Look at your current system and analyze where it’s lacking. What are the most common problems you face? Which features can help maximize productivity? Take some time to make a list of your requirements.

Mobile Platform: Casino CRM solutions that you can access anywhere, on any device you want, help teams stay on the same page. It’s a bonus if you can use the platform offline, something helpful in cases of spotty service. Check with your top vendors and assess the mobile compatibility they offer.

Deployment Model: While cloud solutions are popular, don’t choose them for the sake of it. On-premise systems need a dedicated IT team, which is expensive to maintain. But most on-site vendors don’t charge according to the number of users, something profitable in the long run, especially for large businesses. Deciding whether a cloud or on-premise setup makes more sense for you can help narrow down the search.

Budget: You need to be honest about your budget and how much you can afford to spend. Thoroughly consider all variables like the number of users, hidden costs and maintenance fees before making a purchase.

Integrations: Take note of the platforms you use on a daily basis. Your ideal casino CRM software should integrate with customer support and popular client communication channels.

Scalability and Customizations: What customizable features does the software offer? Does it come with any pre-built templates? What about scalability options? Investing in a solution that can scale up is a good idea so your business doesn’t risk outgrowing its software capabilities.

Vendor Support: Does your vendor provide hands-on customer support? What data security measures do they have in place? What about 24/7 live chat? What do their installation, onboarding and training processes look like? Choose vendors with industry-specific experience and expertise to meet your business requirements.

User Experience: Casino CRM software that is intuitive and easy to use is always a plus. It can save valuable time and money that would otherwise go into costly and time-consuming software training.

Cost & Pricing Considerations

The price of casino CRM solutions varies based on features, level of customization, scalability and deployment. Software providers offer monthly, quarterly, semi-yearly, annual or one-time subscriptions.

Most vendors charge according to the number of users. Few providers have a flat fee regardless of how many people use the software, but they are becoming increasingly rare.

Cloud CRMs are cheaper compared to on-site solutions that require a full-time IT team on board. However, on-premise platforms have no limit on the number of users, something beneficial for large businesses in the long run. The price of basic casino CRMs ranges from $10-$25 per user/month to $50-$200 per user/month for advanced solutions.

Some providers give free demos or trials for less advanced software versions. They have limited functionality but can be a good choice for small businesses that don’t have unique customization needs. Make sure to consider possible hidden costs for implementation, support, migration, training and maintenance processes.

Questions To Ask

To ensure you’re choosing the right software for your business, ask yourself the following questions to guide your selection process.

Use these questions as a starting point for internal conversations:

  • Will my employees need any training to use the software?
  • Where does my current system lack, and what features can help solve that?
  • What marketing tools can help me segment customers and send them targeted promotional materials?
  • Which apps, communication channels and integrations do I use on a daily basis?
  • How many employees will use the software?

Casino CRM Key Questions

Use these questions to help you learn more about the software and vendor:

  • What data security features does the software offer?
  • Do you have experience working with businesses in the gaming and casino industry?
  • How can the system help with the customer segmentation process?
  • How does your technical support team handle help requests?
  • What customizations and scalability options do you provide?

Next Steps

Casino CRM software helps improve data management and client activity tracking, optimizing your sales and customer support in the process. The solution provides a 360-degree player view and lets you easily segment clients and enhance your marketing efforts.

Its analytics, reporting and data visualization tools enable gaming and casino businesses to create personalized player experiences that set them apart from their competitors.

Still feeling overwhelmed in your product search? Get started today with our free comparison report to gain insight into top software leaders.

Product Comparisons

Additional Resources

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Manogna Chandrika
By Manogna Chandrika Matta
Technical Content Writer
Manogna Matta was a Technical Content Writer at SelectHub who delivered content for CRM, mental health, marketing and fundraising. An alum of the University of Hyderabad, Manogna did Communication and Psychology courses in her B.A. and M.A. She's also an avid coin collector and a fashion enthusiast. When not typing away on the keyboard, Manogna plays mother hen to her tiny birds, watches sitcoms and makes bad-quality dad jokes.
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