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Planfix is a cloud-driven CRM solution designed to align customer relationship management with the specific operational needs of a business. Its customizable fields and workflows empower teams to design sales pipelines that reflect their unique processes, all while maintaining a comprehensive record of customer interactions—from initial inquiries to finalized agreements and ongoing support. Communication from various platforms such as email, messaging apps, social networks, and more remains linked to each customer profile, eliminating the need for managers to piece together context from different sources. With the help of Planfix AI, teams can efficiently gather customer information, fill in gaps, categorize requests, and initiate follow-up tasks, significantly reducing the time spent on manual CRM tasks.

Zoho SalesIQ is a customer engagement, live chat and analytics platform that combines all of the best features of Zoho SalesIQ. It unifies all your marketing, sales and customer support efforts, giving your customers a great experience and driving business growth. Get to know your prospects and start the right conversation with them. SalesIQ is optimized for B2B and B2C businesses, regardless of size. It features built-in audio calling, screen-sharing, visitor information, lead ID, a drag-and drop custom bot builder, and an AI-driven chatbot that automates customer engagement. It is trusted by more than 450,000 businesses, including giants such as Mahindra Group and Renault, IIFL. Suzuki, Zee5, Fluitec and Borner Corp., to serve their customers at all stages of the customer lifecycle. Our live chat software starts at $0 and scales with your business without burning any holes in your pocket.

Onfinity (formerly VIENNA Advantage) is an open source ERP and CRM built for manufacturers and used well beyond them. The community edition, Pluto, is the same code as the paid editions: accounts, purchase, sales, stock, manufacturing, HR and projects on one system. No user limit, no time limit. Eclipse Public Licence; extensions stay yours. The platform is the point for developers. The Application Dictionary is the low-code layer: windows, tabs, fields, validation rules, workflows, processes and reports are defined as metadata, so a vertical built on Onfinity does not fork the core and survives every upgrade. Dashboards, a report writer, a REST API, a mobile app, and the Onfinity Market for module updates and add-on modules, most of them free. Multi-company with its own books, calendar and currency per company; multi-currency; multi-language. Technology: C# / .NET on IIS, an HTML5 client in the browser, PostgreSQL 12 or later or Oracle 12c or later. The source code is on GitHub. Packages, cloud images for AWS and Oracle Cloud and setup guides are on the download page; the free community registration opens the documentation, video tutorials, online training and 30 days of support. For manufacturers: multi-level bill of materials, work orders, multi-level MRP, make to order with the sales order line on the work order, batches with expiry, landed cost on imported inputs. Job work costing, quality checks and production costing are modules of the paid editions. Editions: Pluto (free, self-hosted); SME Cloud (hosted, per user per month, with a support desk, payroll and country tax modules such as India GST and e-Invoicing); Nova (several plants or companies, cloud or own servers, by quotation); Galaxy (groups and public bodies).