Designed for small businesses, KarmaCRM can be accessed via the Web or the KarmaCRM mobile app and provides contact management, social media integration and task and lead management functionality.
Contact management functionality provides basic contact information along with contact activity and history. Contacts can be located via system-wide searches and updated with bulk operations.
Users can research and connect with customers via automated social profile searches (Linkedin and Twitter, for example), and leads can be automatically imported from the company’s website. Users can also control access rights and permissions with customizable user groups.
Tasks can be prioritized with calendars, alerts and email and SMS reminders. Users can create and maintain multiple calendars for different types of tasks or events and also customize and rearrange dashboard fields, tabs, labels and colors to suit the needs of the sales process.
In addition, KarmaCRM integrates with Outlook or Gmail and has a dropbox feature to BCC emails to directly to the CRM.
Josh from Globaltranz
Straightforward, feature-rich, economical way to CRM. Overall positive and would recommend for most businesses- especially startups
Missing some minor features/enhancements that from my viewpoint would be beneficial
Try it before you buy it. Demo it for free before you choose to use and you will see the proof is in the pudding
Andrew from Guideline Publications
Insightly is a great little app, but KarmaCRM has all of insightly’s best features – and a lot more. For example, If you want to create a non-sales process of things that need to happen after a new customer signs up…or a production template of standard tasks to be done by different users before your company can deliver the goods, insightly can’t do that. With karmaCRM, you can easily create task templates for more or less anything. That means you can systematise almost every area of your business, and make sure that nothing falls through the cracks.
For me, KarmaCRM’s next best feature after task process templates is its Dashboard. Basically, you can create a “home page” of multiple “widgets” , each of which can be set to display whatever information you need to see. For example, All tasks of “type” due “this week”. Or All "Prospects" in “California” who haven’t been contacted since "date”. Each user can easily customize their own personal dashboard to show not one, but multiple, subsets of information that they need to do their jobs. Not only is that difficult or impossible to do in other CRMs, it also gives your users a sense of control over how they do their jobs, (instead of just being told what to do today). They can customize their personal Dashboard to show only the information they need to see, the way they want to see it. At the same time, you can hide what they don’t need to see.
KarmaCRM's mobile app isn’t great, but then you can’t expect to run a sophisticated CRM like this from a phone. The mobile app is just a way to access the information from the road.
Like many crm users, I’ve tried 30 or 40 web-based CRMs looking for the one that’s perfect for my small business. Like everybody else, I’ve found it doesn’t exist – there’s always some vital feature missing, which you don’t find out until you are three days into it. But KarmaCRM hasn't got any missing features that I have found. It has email tracking, APIs, third party integrations, internal notifications, permissions, easy import and export – everything you expect in a modern CRM.
KarmaCRM has very few online reviews, simply because people understandably gravitate to the CRM that has the most good reviews, thereby creating a snowball effect (see insightly). If you need something with the ease of use of insightly, and the greater power of Salesforce, but without the expense or the programming complexity, you will love KarmaCRM.
Michael from Peachtree Offices
Specialty: Real Estate
Software Advice has made searching for software solutions so much easier for Peachtree Offices. We provide virtual offices , office suites, and receptionist services. Each of these service categories requires the right software solution to provide our clients with the best service. For instance, our software needs include Ecommerce, billing, accounts payable, call center management, and IT management. Any time we are looking for software, we can find solutions using Software Advice.
I was completely satisfied with the service. Obviously, every company has to choose the right software to meet their specific needs. Software Advice simplifies that process.
Be diligent & thorough when choosing a software for your business. Document what your needs actually are so that you can communicate those to the software vendor.
Friedrich from Spectroscopy Ninja
Specialty: Software / IT
When I started with KarmaCRM, I quickly became accustomed to using it for archiving 100% of user/customer interaction, creating task chains, following up inquiries and problem reports, tracking user and purchasing status, and sending out preconfigured email to multiple persons from email templates. Additionally, I could interface it to a registration form on my website, for automated creation of contact entries!
Now I absolutely can't imagine working without this tool!
That I'm an addict:-) It is my second brain, my better memory, my infallible To-Do-List. It remembers the 10000+ users of my product far better than I do, but this memory is only one click away.
I would be flat on my back, should ever happen something disastrous to it... (which of course wouldn't, as it is cloud-based and you can have everything exported from it)
Take your time and find out if it's possible to make it work like you work yourself. Only then you will also use it! And if you don't use it consistently, it's a waste of time and money...
Roland from Information Technology Talent
The abilty to customize the product to our busness needs, ease of use and high level of customer support.
I haven't expereinced any negative qualities regarding the product. It has met all of our expectations.
There are many CRM systems out there and we have looked at them all. The best value is KarmaCRM, by far. Their policy of trying the product to see how it fits your needs before engaging in a long term committment makes it very easy move forward with them. It also allows you see how the product is supported, which is important.