Top TaskPutty Alternative Software for Streamlined CRM

TaskPutty is a well-known CRM solution, offering a free single-user tier and an intuitive drag-and-drop interface for managing sales funnels and automating business processes without requiring programming knowledge. However, as businesses grow and their needs evolve, many users seek a more robust, scalable, or specialized TaskPutty alternative. This guide explores some of the best CRM software options that can fill the gap, offering diverse features, pricing models, and deployment options to suit a variety of business requirements.

Best TaskPutty Alternatives

Whether you're looking for open-source flexibility, advanced marketing automation, or seamless integration with other business tools, these TaskPutty alternatives provide compelling features to optimize your customer relationship management.

EspoCRM

EspoCRM is an Open Source CRM software that offers a comprehensive view of all company relationships. It's a strong TaskPutty alternative for those seeking flexibility, being available as Freemium and Self-Hosted, and supporting Mac, Windows, and Linux. Key features include a social feed, configurable workflows, drag-and-drop functionality similar to TaskPutty, Dropbox and Google Drive integration, marketing automation, and no coding required.

Zoho CRM

Zoho CRM provides on-demand CRM services for sales, marketing, customer support, and order management. As a Freemium web-based solution, it's an excellent TaskPutty alternative for businesses looking for a comprehensive suite. It features robust CRM capabilities, customer support, Dropbox integration, inventory management, real-time analytics, sales funnel management, Slack integration, and workflow automation.

Salesforce

Salesforce is a leading web-based CRM for sales, service, marketing, and call center operations. While Commercial, it's a powerful TaskPutty alternative for growing businesses requiring extensive features like lead nurturing, marketing automation, IFTTT integration, and comprehensive customer relationship management.

SugarCRM

SugarCRM is a complete CRM solution that automates core sales, customer service, and marketing processes. Available commercially for Mac, Windows, Linux, Web, Android, and iPhone, it's a strong TaskPutty alternative with features like contacts management, email marketing automation, and general marketing automation, focusing on individual customer interactions.

SuiteCRM

SuiteCRM provides an enterprise-grade Customer Relationship Management (CRM) application that is Free and Open Source. It runs on Windows, Linux, Web, and can be Self-Hosted or used as SaaS. For those seeking a powerful and free TaskPutty alternative, SuiteCRM offers robust CRM functionalities suitable for a global community of users.

Pipedrive

Pipedrive is a powerful sales pipeline management tool designed to provide a clear overview of sales and deals. This Commercial TaskPutty alternative is available on Mac, Windows, Linux, Web, and iPhone. Its primary features include sales funnel management, CRM capabilities, leadfeeder integration, list management, and a visual timeline for tracking deals.

insightly

Insightly is a web-based project and Customer Relationship Management (CRM) application with strong Google Apps integration. As a Freemium TaskPutty alternative, it's accessible on Web, Android, iPhone, and tablets. It offers core CRM features, Google integration, social media integration, and task management, making it ideal for teams relying on Google's ecosystem.

Salesflare

Salesflare is an intelligent CRM aimed at startups and small businesses, emphasizing zero-input sales pipeline management. This Commercial TaskPutty alternative is available across multiple platforms including Mac, Windows, Linux, Web, Android, and iOS. Its features are extensive, covering email tracking, email template editor, email analytics and automation, goal tracking, sales force automation, and sales funnel management.

Microsoft Dynamics 365

Microsoft Dynamics 365 is a line of ERP and CRM applications developed by Microsoft. As a Commercial Windows-based solution, it’s a powerful TaskPutty alternative for larger organizations seeking seamless integration with other Microsoft products. Its core features include robust CRM and ERP integration.

Close

Close is a sales productivity platform built to help close more deals, with integrated calling, SMS, and email. Available commercially on Mac, Windows, Web, and Chrome OS, it's a strong TaskPutty alternative for sales-focused teams. Features include advanced CRM, email analytics, email automation, sales management, and voice chat capabilities.

Choosing the right CRM software depends entirely on your specific business needs, budget, and desired feature set. Whether you prioritize open-source flexibility, extensive marketing automation, or deep integrations, there's a TaskPutty alternative listed here that can help you streamline your sales and customer management processes. Explore these options to find the best fit for your organization.