Lead management

Sales management

Finance management

Vendor comparison


Lead management

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  •    Automated visual lead queue
  •    Lead process management
  •    Track emails, notes, and reminders
  •    Track products and attachments
  •   Automated confidence level tracking
  •    Track products and payments
  •   Individualized insights dashboard
  •    Find anything with global search
  •    Simple to customize and use

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Sales team management

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  •   Automated reporting
  •   Live performance tracking
  •    Filter results by team or individual
  •    Set targets for teams or individuals
  •    Aging pipeline highlighted for you
  •    Batch editing of leads
  •    Track time to close and lead aging
  •    Export any trend/report to Excel

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Finance management

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  •    Automated sales forecasting
  •    Historically guided insights
  •    Automatically account for CoGS
  •   Accurate cash flow analysis
  •   Payment structure and invoices
  •   Batch import or update invoices
  •   Multiple currencies ($, £, €)
  •    Track receivable performance

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"We are a first time CRM user and went to providers who claim to be industry leaders and felt as though we were being processed. All things changed when we found Azurepath, here we found comparable features for a more realistic cost."

Corinne B. - The Unity Project

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Vendor comparison

Feature

  • Monthly cost

  • Unlimited storage

  • Email integration

  • Pipeline reports

  • Sales forecasting

  • Custom layouts

  • Phone support
  • $14.95 USD (flat rate)

  •    Yes, unlimited

  •    Yes

  •    Yes

  •    Yes

  •    Yes

  •    Yes, unlimited
  • $29 USD (middle tier)

  •    No, 5GB per user

  •    Yes

  •    Yes

  •    No

  •    No

  •    No, text only
  • $75 USD (middle tier)

  •    No, limited

  •    Yes

  •    No, $125 tier only

  •    No, $125 tier only

  •    No

  •    Difficult to access

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