Best CRM Software for Zapier - Page 10

Una is a customer relationship management tool specifically designed for professional matchmakers, centralizing each client's profile, preferences, communications, tasks, and history into one convenient platform. This integration streamlines information that would typically be scattered across various sources like email, WhatsApp, spreadsheets, and notes. With just one click, matchmakers can effortlessly identify potential matches not only among their clients but also within their leads and the clients and leads of fellow matchmakers they team up with. Una presents a comprehensive timeline of each client's journey, consolidating every interaction — from introductions and follow-ups to feedback requests sent via WhatsApp, SMS, and email — into one accessible location. Any commitment made by a matchmaker, whether it's an introduction by a certain date, feedback following a date, or a promised follow-up, can be designated as a promise. This unique feature emphasizes client trust, as Una ensures these promises remain visible, monitors their fulfillment, and brings them to attention before they are overlooked. Furthermore, Una is equipped with additional functionalities such as customizable funnels, intake forms, package management, and automated workflows, enhancing the overall efficiency of the matchmaking process. This makes it an invaluable resource for matchmakers aiming to provide exceptional service and maintain strong client relationships.

Startbuddi is an integrated business management platform driven by AI, combining customer relationship management (CRM), marketing tools, project management, tasks, forms, bookings, customer interactions, documentation, team operations, payment processing, and business website creation into a single cohesive environment. The platform features a built-in AI assistant named Chip, which assists users in organizing customer information, following up on leads, developing marketing campaigns, managing projects, researching potential clients, automating repetitive tasks, and leveraging business data effectively. Tailored specifically for small businesses, service providers, agencies, consultants, and expanding teams, Startbuddi aims to minimize software fragmentation and streamline business operations from a unified platform, enhancing productivity and efficiency. By consolidating various business functions, it empowers teams to focus on growth while simplifying their daily tasks.

Clientish is client management software for agencies, freelancers, consultants, and service businesses that want to manage client work in one place. It brings the full workflow together: Lead → Client → Order → Team → Tasks → Communication → Invoice → Payment → Support → Delivery. Teams can manage leads, client records, service orders, projects, tasks, proposals, invoices, subscriptions, and support tickets. They can assign work to internal and remote team members, share files, track progress, and communicate through live chat and team messaging. Clients use a branded portal to browse services, track orders, submit requirements, request revisions, approve deliveries, pay invoices, exchange files, and contact support. Clientish also supports custom branding and domains.

Convarza AI is a cloud-based CRM solution that facilitates the management of customer interactions across various platforms, including chat, email, and phone calls. The platform allows teams to efficiently handle leads and contacts, track conversation histories, and delegate discussions as needed. Notable features encompass AI-driven voice agents and chatbots, customizable call flows, shared inboxes, automated workflows, marketing campaigns, and reminders for staff follow-ups. Additionally, agents benefit from a comprehensive knowledge base, the ability to transfer conversations to colleagues, and tools for scheduling appointments. Communication channels supported include WhatsApp, Instagram, Facebook Messenger, Telegram, Viber, LINE, SMS, email, and web chat, while voice interactions can be facilitated through Twilio, Maqsam, or SIP services. Teams can tailor their channels and calling processes, link interactions with contact records and tasks, and streamline outreach within a single unified workspace. This platform is specifically crafted for sales, customer service, and other teams that engage directly with customers, helping them to effectively organize multi-channel communications, evaluate leads, and arrange appointments seamlessly. By integrating these functionalities, Convarza AI enhances the overall efficiency of customer engagement strategies.

FunnelPool is a business automation platform powered by AI, aimed at assisting organizations in managing leads, communication, appointments, marketing efforts, and customer follow-ups all within a single interface. This innovative tool combines features for creating websites and sales funnels, efficiently capturing and organizing leads, automating email and SMS marketing campaigns, overseeing sales pipelines, scheduling appointments, and managing customer interactions. By utilizing AI-driven chatbots and smart workflows, FunnelPool enhances the ability of businesses to address inquiries, streamline repetitive tasks, nurture leads, and oversee the customer experience more effectively. The platform is specifically crafted for business owners, entrepreneurs, coaches, agencies, and service-oriented enterprises seeking to streamline their processes and minimize reliance on various disjointed software applications, thereby fostering a more cohesive operational environment. Ultimately, FunnelPool empowers businesses to enhance productivity and focus on growth by centralizing critical functions.

Zayda is a cloud-based CRM tailored for solo entrepreneurs, freelancers, agencies, small businesses, and sales teams. It consolidates leads, contacts, deals, activities, custom pipelines, reminders for follow-ups, and performance analytics within a single workspace. The platform is capable of managing incoming leads through both email and WhatsApp; with paid Growth plans, users can also utilize SMS and AI-driven follow-up calls, while meetings on platforms like Zoom, Microsoft Teams, and Google Meet can be recorded and summarized directly in the CRM. Users have the ability to connect various tools such as Gmail, Google Calendar, Google Sheets, and Slack, allowing for automated workflows and the importation of data from Pipedrive or spreadsheets. The system includes templates for industries such as real estate, recruitment, insurance, legal services, education, and ecommerce. The free version allows one user, one pipeline, and up to 250 records, while paid subscriptions unlock features for teams, increased record capacities, automation options, and API access. Additionally, Zayda can be accessed via web browsers and mobile applications on both iOS and Android devices, making it a versatile solution for users on the go. Its user-friendly interface and robust features make it an ideal choice for managing sales processes efficiently.

Builder Prime, a customer- and project management software, helps contractors save time, make more money, and land more work. Builder Prime's Customer Relations Management feature allows contractors to manage their leads and all their interactions. Builder Prime allows contractors to track and monitor all their projects from any location and any device using the Project Management feature. Clients can also access Builder prime via the Client Console feature. This allows them to view and pay invoices, submit work requests, and sign contracts electronically.

Reviewing your business allows you to see it through the eyes of potential customers. They will show you where your business is losing market share and how it compares to the competition. ReviewTrackers is dedicated to creating simple, useful technology that bridges between the customer and the brand. Our software helps businesses understand their customers better, build trust and uncover the insights that will help them grow their business.

Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies CRM, project management, resource scheduling, time tracking, billing, and financial reporting in a single connected system — purpose-built for consulting, IT services, accounting, engineering, architecture, and marketing firms. Where most PSA tools report on what happened, Accelo's embedded AI predicts what's coming: flagging at-risk projects before deadlines slip, surfacing scheduling conflicts before they hit delivery, and identifying margin erosion before the project closes. The result is fewer surprises, better utilization, and profitability you can actually control. Core capabilities: - Pipeline & CRM — manage leads, proposals, and retainers end-to-end - Project management — milestones, tasks, budgets, and real-time health tracking - Resource scheduling — AI-assisted allocation based on skills, availability, and workload - Time & expense tracking — automatic time capture to close the revenue leakage gap - Invoicing & billing — milestone, time-based, fixed-fee, and retainer billing in one workflow - Reporting & dashboards — real-time financial visibility from pipeline to payment Accelo integrates with the tools professional services teams already use: QuickBooks, Xero, Salesforce, Microsoft 365, Google Workspace, Jira, Slack, and more — eliminating duplicate data entry and fragmented visibility. Industry research shows 42% of professional services firms lose revenue they've already earned. Accelo closes those gaps by connecting every stage of the client lifecycle — so billable hours don't fall through the cracks, scope creep gets caught early, and leaders make decisions on data instead of instinct.

Software for enterprise survey in 150 countries. You can conduct insightful surveys and get actionable feedback. Monitor employee experience (EX), customer experience (CX), and engagement. Close the loop using shareable reports, dashboards and alerts. The first step is collecting data. The real value lies within the efficiency of reporting. We provide real-time reporting to help you spot trends sooner and gain deep insight into your organization to improve processes. Once you have completed your report, share it with others. You can create different share links with different filters depending on what you want viewers see based on your operational data, hierarchy, and organization. Integrate with Slack and Zendesk API, CRM, CRM, and more. Unlimited users, works in 49 languages. L'Oreal and Toyota are some of the clients. Allegiance Bank, Sony and the Government of Canada are others.

Event Temple is a cloud-based software company that sells and caters to the Hotel and Venue Sales and Catering industries. It offers an integrated, easy-to-use solution at a reasonable price. Our enterprise software is ideal to increase revenue for hotels without meeting rooms. It can also be used to manage entire hotel or venue chains. Event Temple provides properties with a suite sales tools, including lead management, prospecting, contract management, event management, and more. All this in a simple, intuitive platform. Event Temple is the fastest-growing Hospitality Sales CRM and Event Management Software in the industry, with thousands of users across more than 25 countries.

LetsBuild supports construction from beginning to end. Clear communication and clear processes enable site teams to collaborate effectively. Site and office can seamlessly share real-time information. LetsBuild is a real-time project management platform that is specifically designed for the construction industry. LetsBuild allows for instant communication between the work site and the office. It offers a simple mobile app that provides overviews, insights, and insight across all construction projects. You can also create one-click reports on all of your projects. You can use your phone, tablet or laptop, as well as a PC. LetsBuild integrates into your existing systems. Import projects from your existing scheduling tools. Excel, Oracle, Procore, and many other.

Receive tailored lead suggestions by leveraging your sales history and contact information for all registered businesses throughout the U.K. Focus your efforts on the most promising deals and engagements. Access comprehensive insights, including pipeline value, status, deal likelihood, and associated risks. Identify which customers purchased product A but not product B, allowing you to discover upsell potential and receive alerts when clients are primed to make additional purchases. Effortlessly assess your sales performance and generate precise revenue forecasts for your team. Seamlessly integrate your ERP system and monitor all your SaaS key performance indicators from a single dashboard. The SaaS model is recognized as one of the most scalable business frameworks available. An efficient SaaS provider is expected to rapidly expand while maintaining profitability—at least theoretically. Over 1,800 rapidly growing businesses rely on Upsales daily to enhance their operational growth and success. With this robust platform, you can ensure that your sales strategies are always aligned with market demands.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

SatisMeter can identify unhappy customers via email, mobile apps, and web. SatisMeter, a revolutionary multi-channel platform, improves customer retention through in-app feedback. It uses the Net Promoter System (NPS), Customer Effort Scores (CES), and CSAT. It is a must have tool for web and mobile app developers, growth hackers, marketers, and mobile app owners. The average response rate is up to 35% thanks to the unobtrusive, lightweight survey pop-up. It is used primarily to reach unhappy customers, prevent churn, leverage the power of customer advocates, and validate product priorities. Segment.com makes it easy to add the survey to your existing application. We handle all the targeting.

Delighted is a turnkey platform for customer experience that helps high-growth companies and established enterprises such as Allbirds, Instacart and Invision, Opentable and Affirm to improve customer loyalty through actionable feedback. Customer feedback can be incorporated into your business strategy within minutes, not weeks. Easily customize NPS, CSAT and CES survey templates in Delighted - Send surveys directly to customers via email, SMS text, in app, or link URL. - Create 2-click integrations: Set up surveys and integrate real-time feedback in your existing toolset, such as e.g. Slack, Salesforce and Shopify, Stripe, Hubspot and many more - Surface trends that need immediate attention using AI-driven survey text analysis and pre-built reports. - Get immediate action with email digests and alerts that you can customize by department so that feedback reaches the people who can make a difference

Measure customer experience, such as NPS, CSAT, and CES, and take smart actions based on collected feedback to improve customer experience and business performance. Balance top user experience with the need to have as much relevant data as possible by collecting input from consumers. Through the entire customer journey, the Howazit business logic engine enables advanced customization capabilities.

Instantaneous customer service is essential as client expectations evolve; surpass them by utilizing co-browsing and live chat capabilities. Equip your representatives to tackle intricate customer inquiries promptly. With a single touch, connect in real time to enhance conversion rates, whether on a website or mobile application. Our smart bots are designed to provide immediate responses to frequently asked questions, streamlining the support process. By harnessing the combined strength of co-browse and live chat, you can offer quicker and more tailored assistance. Acquire offers straightforward yet effective tools that promote customer interaction and overall satisfaction, ensuring a positive experience for all. Enhanced customer support ultimately leads to stronger relationships and long-term loyalty.

Hosted knowledge base software for creating a private or public knowledge base. You can create a great support center. In minutes, you can create a beautiful FAQ and help site. Your users deserve it. HelpSite offers you... Support site with FAQs and knowledge base. It's mobile-friendly, beautiful, and searchable so customers can quickly find the answers they need. Smart contact form that automatically suggests articles as the user types. Users receive their questions faster and support agents are able to save time. An admin interface that is super easy to use to create knowledge base articles quickly and easily. Your help site can be filled with helpful information and answers to common questions. Our hosted knowledge base software handles all the rest.

Contractors Cloud, a cloud-based CRM software, consolidates and automates everything you do in your business, such as sales, admin, and production. We'll be there for you every step of your way, from lead tracking to commission payments and everything in between.

Open CRM offers a comprehensive suite of tools that rivals higher-priced options, allowing you to efficiently manage sales, customer relationships, finances, events, projects, and support tickets from any location and at any time. Additionally, all features are available regardless of your financial constraints, ensuring transparency with no unexpected charges or paywalls for features you expected to be included. With Open CRM, you can seamlessly operate your entire business through a unified platform. Whether it's overseeing your sales pipeline, enhancing customer service, or executing email marketing campaigns, everything is conveniently accessible. You can monitor leads throughout their journey, thanks to Open CRM's robust sales management capabilities. Understanding the importance of effective support, we have integrated a comprehensive Customer Service module in Open CRM, empowering your team to deliver exceptional service to your clients. This commitment to providing essential tools ensures that every aspect of your business can thrive efficiently.

Transform your product into a powerful engine for growth. Provide the seamless, product-focused experiences that users seek and accelerate your business with Appcues. Enhanced user experiences pave the way for quicker and more lucrative growth, which is precisely why we created the Product-Led Growth Platform. Appcues simplifies the process of delivering outstanding user experiences at scale while aligning your organization with the product as its strongest growth driver. From the initial assessment to user advocacy, Appcues empowers businesses to craft product experiences that foster satisfied customers and sustainable growth. Captivate users with tailored onboarding journeys that leave a lasting impression. Effectively onboard and activate users by captivating, informing, and guiding them swiftly to realize value. Boost feature engagement and adoption rates by designing timely, contextual prompts and walkthroughs that resonate with users. By prioritizing user satisfaction, you can ensure long-term success in a competitive marketplace.

Ontraport is an integrated platform that provides essential business features such as a powerful CRM system and marketing automation, membership websites, one-click WordPress hosting and outstanding email delivery. Payment processing can also be provided. Affiliate management, visual charts and graphs can also be used to track key business stats and our innovative business automation suite.

NationBuilder powers thousands of advocacy, fundraising, and campaign initiatives around the globe. One intuitive system allows you to engage your supporters, volunteers, donors, and donors when it is most important. This includes a fully integrated website, supporter database, simplified fundraising, advanced email and messaging, and streamlined email and texting. With dynamic profiles that automatically update with each interaction, you can bring your supporters to life. Trusted by over 9,000 customers in 112 different countries

CRM Software for Small Businesses. Complete Customer Relationship Management, Helpdesk and Sales Tools. You are busy. You don't need another software program to keep you updated. SwiftCRM is a better alternative to traditional CRMs. SwiftCRM allows you to automate more and send emails, calls and postal mail directly through the application. You don't have to copy and paste. SwiftCRM is the most customizable sales dashboard in industry. This means that you and your team will feel at home with the language, statuses, labels, and deal flow that are compatible with your systems. Software should be compatible with humans, not vice versa.