BuddyCRM is a CRM package aimed at medium-sized sales teams in mid-market organizations. It is designed to be customizable and easy to use, without the need for third-party consultants or extensive training.

One of BuddyCRM’s key features is its collaborative approach to sales. All sales activity, meeting notes, and opportunities are stored in a central location, accessible by sales managers and authorized members of the team. Its marketing suite offers two distinct prospecting options, allowing sales teams to target potential sales en masse or individually. The software can integrate with third-party or in-house software via the Buddy API.

The ‘Buddy Dashboard’ acts as the central hub for BuddyCRM, from which users can access the software’s features. A customer view displays prospects and interactions on a single screen, with client information readily available. Other features include opportunity and pipeline management, email marketing, and quotation generation.

BuddyCRM is cloud hosted CRM solution, accessible online or via an iOS mobile application. Buddy Awesome, the standard package, comes with an entire set of Buddy features while Big Buddy offers companies an extra 750MB of storage per user and double the bandwidth per month. Pricing is structured on a per–user, per-month basis, and all packages come with telephone support.

Software features

  • API Access
  • Contact Management
  • Funnel Reporting
  • Integrations
  • Performance Reporting
  • Pipeline Management
  • Quotation Handling

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Quick spec

Product details

Supplementary Features

  • CPQ
  • Marketing Automation

Customer Size

  • Small (1-50 users)
  • Medium (51-200 users)
  • Enterprise (201+ users)

Other Features

  • Customizable

Hosting Method

  • Cloud

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