I’m often trying to find or remember useful CRM add-ons that I’ve evaluated, seen, reviewed or read about. So here’s one page listing them all…
Or you can look for Microsoft Dynamics CRM add-ons in PinPoint. PinPoint isn’t the easiest solution for search for CRM add-ons just yet, but hopefully this will be improved when the Microsoft Dynamics CRM Marketplace launches later in 2010.
- Big Machines for Microsoft Dynamics CRM from Big Machines – product configuration, B2B e-commerce, quoting and proposals
- Experlogix Configurator for Microsoft Dynamics CRM from Experlogix – pricing and product configuration, guided selling, quote-order-contract automation.
- CoreMotives – e-mail marketing, landing pages, web forms, website visitor tracking
- CampaignMonitor for Microsoft Dynamics CRM 4.0 from Applications A/S – integrated e-mail marketing
- ExactTarget for Microsoft Dynamics CRM from ExactTarget – e-mail marketing, profile and subscription management, dynamic content, landing pages, analytics
- Email2CRM from CRM Innovation – integrated email messaging and web analytics
- eCampaign from MyCRM – extends the campaign management and improves the email marketing functionality of Microsoft Dynamics CRM
- CCUBED from Zero2TenCRM – integrates Microsoft Dynamics CRM with Constant Contact
- GatorMail from Communigator – integrate with Microsoft Dynamics CRM with GatorMail
- SalesFUSION – e-mail marketing, web analytics, lead scoring and routing, landing pages, social media integration, adword tracking, online chat, campaign reporting and dashboards
- Event2CRM – hosted application that provides event planning, promotion and tracking features from within Dynamics CRM
- Alerts for MS CRM 4.0 from MSCRM-addons.com – display alerts based on specific criteria
- Activity Tools for MS CRM 4.0 from MSCRM-addons.com – preview activities (including e-mails and queue items) without opening the record, activity search, spell check, add sales literature, WYSIWYG editor, standard signatures
- Group Calendar for MS CRM 4.0 from MSCRM-addons.com – view and print group calendars in day, week, month or Gantt chart formats
- PowerSearch for MS CRM 4.0 from MSCRM-addons.com – search across multiple entities and within attached documents
- GlobalSearch from Akvelon - search across multiple entities and within attached documents
- AutoNumber from CRM Innovation – add auto numbering feature to standard or custom entities
- Smart List Manager from CRM Innovation – used saved views and system views to dynamically manage marketing list members
- CWR Mobile CRM for Dynamics CRM from CWR Mobility – smart client application for field sales and service users on BlackBerry, Windows Mobile or Apple devices.
- mobileaccess from TenDigits – synchronising, secure mobile CRM client for BlackBerry, Windows Mobile or Apple smartphones.
- Resco MobileCRM Studio – a software-development kit add-on for Visual Studio that makes it easy to build custom mobile xRM applications.
Data Migration & Systems Integration
- Insight 7.0 with Microsoft Dynamics CRM 4.0 adapter from Scribe Software – popular integration and data migration software
- Inaport for Microsoft CRM from Inaplex - works with CRM 4.0, CRM 2011 on-premise, IFD and Online for importing/migrating and integrating CRM data with other systems.
- OmniConnect for Microsoft Dynamics CRM from Cast Iron Systems – cloud-based integration service with connectors to hundreds of on-premise and online applications
- Microsoft Dynamics Integration from Pervasive – batch or real-time updates and synchronisation
- Telephone Integration for MS CRM 4.0 from MSCRM-addons.com – pop customer record for incoming calls, initiate outgoing call button on customer record, create phone call activities
- Riva Integration Server from Omni – CRM contact and activity integration with Exchange, GroupWise or Apple Mail with no client-side add-in.
Document Generation and Distribution
- Document Output for Microsoft Dynamics CRM 4.0 from Xpertdoc – generate documents from any entity, save as Word or PDF, save in SharePoint or CRM, send as email body or attachment
- AutoMerge for MS CRM 4.0 from MSCRM-addons.com - automatically generate and distribute printed documents or emails based on workflow triggers
- Documents Core Pack from MSCRM-addons.com – Word mail merge, SharePoint and Windows Explorer integration, view related documents, send documents as PDF, and more.
Business Card Scanning
- IRISCard Corporate 4 for Microsoft Dynamics CRM 4.0 – scans business cards in 217 international formats and imports them into CRM while checking for potential duplicates.
- Scan2MSCRM from Castor Software – CfMD product that enables users to import business cards into Microsoft Dynamics CRM with duplicate detection features.
- Business Analytics for Microsoft Dynamics from Zap Technology - dashboards, key performance indicators (KPIs), scorecards, reports, analysis, and alerts for CRM data.
- Dashboard for MS CRM 4.0 from MSCRM-addons.com - visualisation of CRM data based on saved views.
Business Process Management
- SEQUENCE for Microsoft CRM from PMNSoft – integration, automation and orchestration of business processes
- K2Underground – integration between K2 BlackPearl for SharePoint and Microsoft Dynamics CRM 4.0
Industry: Professional Services (Project Management)
- Benefits Growth Builder from InfoGrow – for mid- to large US insurance benefits agencies
Industry: IT Service Management
- C360 ITSM including ITIL best practices for IT service desks and help desks such as incident management, configuraiton management (CMDB), and service level management (SLAs).