KarmaCRM Software


KarmaCRM is a cloud-based customer relationship management solution that caters to small sized businesses, helping them to build relationships, close deals and manage business operations.

The solution's 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, 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.

KarmaCRM is available on a monthly subscription basis that includes support via phone.

Dashboard
Dashboard

Dashboard

Deals list

Deals list

Todos list

Todos list

Task categories

Task categories

Contacts

Contacts

Calendar

Calendar

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8



25 Reviews of KarmaCRM

Overall rating

4.5 / 5 stars

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Showing 1 - 20 of 25 reviews

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Candace from Freelance :: Graphic and Web Design Services

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Solid CRM software that's really affordable

I can manage my customer base like never before that's really affordable with remote access whereever I may be.

Pros

What I like best is the price and the fact that I can go anywhere and access my database of customers. I also like how easy it is to upload documents that correlate with my customers.

Cons

When I first startyed using it some features were a bit tricky to find for first time users.

Review Source: Capterra

Sean from Rocky Point Maintenance

Industry:  Construction

Number of employees:  1 employee

Ease-of-use

Value for money

Functionality

September 2018

Not as good as ACT, but it works

Pros

I did like the email integration on this product, but for me it didn't make up for the lack of features. there are better CRM programs out there.

Cons

The UI is clunky and counter intuitive. It's been a while since I worked with this software but I do remember it being a bit on the barren side for features when compared to programs like ACT Premium.

Review Source

Bruce from HSI Trust - HomeSavers

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Review - KarmaCRM

Excellent experience dealing directly with karmaCRM folks who really listen to their clients and are honest about status of changes and upgrades. Refreshing in the software industry

Pros

Its excellent features and reasonable pricing.

Cons

Literally nothing - the software is excellent and does the job.

Review Source: Capterra

Stephen from Stephen Taylor & Associates Ltd.

Industry:  Consulting

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

My Strong Second Choice

Pros

Karma was a pleasure to use. It had 2 critical features I wanted: 'Autosave' and 'Save with Followup'. Nice uncluttered UI.
Support was fantastic.

Cons

My one major concern with Karma was its viability in the longer term. Other than that it's one of the best out there.

Review Source

Stephen from EDC Logic, LLC.

Industry:  Retail

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2018

Very reliable CRM software

Pros

The integrated email feature is my favorite tool, it saves me time. I wish other CRM programs would utilize this feature without slowing down my PC.

Cons

The contacts interface is not as streamlined as other products I've used, but it is perfectly functional.

Review Source
LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

November 2017

Nice CRM program very pleased

Pros

accustomed to using it for archiving 100% of user/customer interaction, creating task chains, following up inquiries and problem reports.

Cons

Missing some enhancements that from my viewpoint would be beneficial to the overall use of the program. great interface now lets pick it up

Review Source: Capterra

Joselyn from AP&R

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2017

Good but need to improve!

It has helped to organize clients' information.

Pros

It has a very flexible structure, so you can adapt almost everything to your needs and is easy to use.

Cons

The integrations with other apps don't work so well. Also give me the impression that they are not trying to improve this software.

Review Source: Capterra

Thomas from Trams-IC

Ease-of-use

Value for money

Customer support

Functionality

September 2016

Excellent CRM for professional service companies

We've used KarmaCRM at our company for several years and have been extremely pleased with the product. Before Karma, we tried several other CRMs, including Salesforce, Zoho, SugarCRM, TigerCRM and others. Karma is the only one that is both powerful and flexible enough to do what we need our CRM to do. In addition to being able to do almost everything needed "out-of-the-box," the little bit of customization we needed (adding a few additional fields and adjusting some terminology) was incredibly simple. We were set up and running within just a few hours. In addition to Karma being a solid solution from the start, their support and development staff have been remarkably responsive to our ideas and frequently add features based on customer feedback. Their support staff are top-notch. The few times I've had to contact the desk, they've responded within minutes, even on weekends and late evening. As far as support goes, I've only had to contact them for technical issues a handful of times over the years. All of our users have had an easy time adapting to Karma quickly and with minimal training. For any company that is looking for a flexible, user-friendly and powerful CRM, I strongly recommend Karma.

Review Source: Capterra

Josh from Globaltranz

Industry:  Transportation

Ease-of-use

Value for money

Customer support

Functionality

July 2016

Overall positive. Straight forward easy to use and adopt+customizable

Pros

Straightforward, feature-rich, economical way to CRM. Overall positive and would recommend for most businesses- especially startups

Cons

Missing some minor features/enhancements that from my viewpoint would be beneficial

Andrew from Guideline Publications

Industry:  Advertising

Ease-of-use

Customer support

Functionality

June 2016

KarmaCRM = insightly on steroids

Pros

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.

Cons

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.

Mark from Mark Brinker & Associates

Ease-of-use

Customer support

April 2016

KarmaCRM works great for me

Very easy to use. Not bloated with features 99% of people will never use. All my info is stored in the cloud and accessible from any device 24/7. Also, support from the company is great. I haven't had that many issues, but any time I've had a question I've always received a prompt and courteous reply.

Review Source: Capterra

Response: KARMA Software, KarmaCRM

April 2016

Thanks Mark. We appreciate your business and taking the time to review karmaCRM!

Michael from Peachtree Offices

Industry:  Real Estate

Ease-of-use

Functionality

December 2015

Searching for software solutions is so much easier now!

Pros

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.

Cons

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.

Friedrich from Spectroscopy Ninja

Industry:  Software / IT

Ease-of-use

Customer support

Functionality

November 2015

KarmaCRM - my infallible assistant!

Pros

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!

Cons

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)

Jon from Hills Learning

Ease-of-use

Customer support

October 2015

Great System Good Price

Karma has been a great system for us, one of the best features is it allows you to track all email correspondence with all employees and clients. It is also user friendly, allowing you to download data when you need to but also customize your interface so you can see only the data points that you're interested in. Our business wouldn't be the same without it.

Review Source: Capterra

Bruce from HSI Trust-HomeSavers Ltd

Ease-of-use

Customer support

October 2015

karmaCRM is the BEST !!

Our organization - we are non-profit Consumer Advocates selected karmaCRM after an extensive search for a CRM product that would meet our needs, be easy to use, easy to adapt, had solid customer service and met our budget. Our organization was featured on a major US Network and our clients and inquiries nearly tripled over night. Our search was nearly done when the national exposure happened. We were strongly leaning toward karmaCRM and decided to go for it in the midst of explosive growth. karmaCRM not only worked for, the support staff were wonderful and incredibly helpful. karmaCRM has exceeded our expectations at every step of the way and continues to do so. karmaCRM is a great product and solution backed by tremendous people and lead by John Paul Narowski - a truly unique leader of a tech company. John Paul is involved with his staff and clients and is not afraid to admit a mistake or tackle tough questions. He and everyone at karmaCRM are great to work with and actually truly listen to clients our size and from what I can see - all clients of all sizes. We use karmaCRM in every part of our operations and we are reminded every day of the great decision we made in choosing karmaCRM. Our entire staff sends its thanks to John Paul and everyone at karmaCRM not only for a great product but for a great approach to all aspects of their business. Thank you!

Review Source: Capterra

Response: KARMA Software, KarmaCRM

October 2015

Wow, I'm truly touched. I can't thank you enough for all of your support along the way. I hope some day we get to meet in person so I can shake your hand good sir. Feedback like that helps me and my entire team stay charged and focused. Hope you have the best and most productive week!

Joel from Mulliner's Group - Mulliner's Code

Ease-of-use

Customer support

October 2015

An absolutely essential tool for every business.

I have been using Karma for over 5 years. The versatility, speed, and ease to implement was a big deciding factor for business and my team when choosing our CRM solutions. KarmaCRM allows us to work fast even on less than ideal computers. It was easy to implement and very intuitive which facilitated the implementation and training. With KarmaCRM we were able to nearly double productivity, track and pinpoint areas in need of improvements throughout the organization. KarmaCRM proves to be a pivotal tool to streamline sales cycles, operational processes, account and team management to account retention. All of these benefits for a much more reasonable price tags than all of the alternative solutions we compared. Five years later, I have introduced it and implemented in every company that I have taken on.

Review Source: Capterra

Craig from PCDNetwork

Ease-of-use

Customer support

October 2015

Wonderful CRM system

My team and I have been using Karma for almost two years. The product is very user friendly, affordable and has tremendously helped us scale up our sales and outreach process. The Karma team have always been responsive to any inquiries we have had (via phone or email) and always open to feedback of ways to improve the product. Would highly recommend this product.

Review Source: Capterra

Amanda from Virtually Empowered

Ease-of-use

Customer support

October 2015

Karma CRM has exceeded all of my expectations with superior customer service!

As Certified Life Coach & Business Strategist, I find this software a HUGE asset and key factor to the organization and growth of my business. The customer service is highly responsive and very open to hearing my suggestions and customizations that align with my business model. Besides that is just FEELS GOOD when I am typing my potential client's name into a site called KARMA! :)

Review Source: Capterra

Rob from SchoolDesk

Ease-of-use

Customer support

October 2015

By FAR, the very best of everything you could ever want in a CRM!

We've tried 'em all, and quickly came to find that KarmaCRM easily led the pack of CRM providers in features, functionality, ease of use, quality support and price. In fact, none of the competitors even came close! We needed something that we could easily customize for our many thousands of customer contacts, our multiple in-house departments, our need to store lots of customer-specific information and files, a powerful and easy to use sales and lead tracker, plus we needed it to be mobile friendly and easy to learn. KarmaCRM delivered! We've been with them for years (since the beginning actually!), and wouldn't even consider one of those other pricy and complex solutions! Not only is KarmaCRM the best and easiest to use, their support team is beyond fantastic! You can easily reach a REAL LIVE person to answer and quickly solve any problems or questions you might have, and they will work tirelessly to make things right for you! With constant improvements and free updates, it just keeps getting better every day! Thank you KarmaCRM for getting us organized and keeping our company running smoothly on a daily basis! We couldn't live without it!

Review Source: Capterra

Taylor from CollegePlanIT

Ease-of-use

Customer support

October 2015

Most Thorough & Easiest CRM Product On The Market

I absolutely love this product and I have used them all! It is extremely user friendly and compatible with our crazy start-up! Would recommend for anyone wanting a professional product.

Review Source: Capterra

Response: KARMA Software, KarmaCRM

October 2015

Thanks for the kind feedback Taylor. Excited to continue building a relationship with you and your team!


Displaying 1 - 20 of 25 reviews