Best CRM Software with a Free Trial of 2025 - Page 16

Evolv AI is an automated design thinking platform that understands your experimentation goals, guides you in making effective experimentation decisions, and continuously learns from the outcomes of those decisions.

ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals. ProTracker Advantage Desktop: Why? Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.

Our Drips technology automates customer engagement. Go4Client's Drips feature combines SMS, Voice, Email, Mobile Landing Pages, and Email to communicate with customers. You can map out the customer journey to allow customers to flow through your sales funnel. You can trigger messages through different channels depending on the user's actions.

The best all-in-one subscription & membership management platform that provides identity, dynamic paywall, CRM, authorization and billing. A comprehensive and self-serve solution with no code required, yet has all of the development tools to provide ultimate flexibility. Pelcro will be your single source of truth as it integrates with most of your tools. Pelcro's Top Features: * Increase your conversions with a seamless user experience * Create dynamic paywall. Same page user journey, don't get your clients off your website * Grow your revenue with automated recurring billing * Integrate with all your favorite tools * No coding experience needed * Helpful customer support Visit Pelcro.com to start for free or request a demo.

Fonn is the new way of managing your construction projects. We have consolidated drawing storage, documents, progress tracking, and on-site communication to one platform. Your job site will be more productive with an easy-to-use field tool and an easy-to-understand office tool all in one. This will make your office more informed and more productive. Stop using multiple tools for managing your job site. Fonn is your best choice. Fonn can help you bring order to your job site.

Customized Customer Messaging Driven by Behavior. Ideal for Your SaaS Platform. Effectively onboard and engage your users through targeted campaigns that respond to their behaviors. Select the optimal communication channel — whether through email or in-app notifications — to provide essential information at crucial moments. Streamline your onboarding process with automated campaigns tailored to user actions. Ensure timely delivery of relevant content. Activate email campaigns automatically in response to user interactions (or lack thereof) within your application. Determine the best medium for each communication: leverage either email or in-app messages. Classify your users according to their behavior patterns. Dispatch individual announcements or promote new features through one-off broadcasts. Utilize pre-designed campaign templates, eliminating the need to begin anew each time. Monitor user profiles effortlessly through a user-friendly admin dashboard. Apply filters or explore individual user profiles in detail, accessing all their interactions and characteristics. This approach not only enhances user experience but also fosters deeper engagement with your product.

Say goodbye to seeking validation through compliments with automated customer testimonials. In just 10 minutes, you can set up a system that simplifies the collection of high-quality testimonials, an essential aspect for any business. Traditionally, this process has involved tedious communication and coordination. Endorsal transforms this experience by fully automating the workflow, allowing businesses to save both time and resources. By enhancing your conversion rates, fostering customer loyalty, and bolstering your brand's reputation, this service delivers significant value. You have the flexibility to select the information you wish to gather from your customers and customize the form to align with your brand's identity. Once that’s done, you can effortlessly send automated review requests through email and SMS. With a variety of sleek, responsive templates available for customization, or the option to create your own using our REST API, embedding testimonials can be accomplished within minutes, even without coding skills. Moreover, customers can conveniently share their feedback on popular review platforms such as Google My Business, Facebook Pages, and Yelp, enhancing your online presence. This streamlined approach not only simplifies the testimonial process but also encourages more customers to share their positive experiences.

Wonderflow is a leading provider of Generative AI for Voice of the Customer (VoC) analysis. We provide a leading AI-powered consumer intelligence software solution that helps enterprise businesses easily and quickly unlock the full potential of their customer feedback, all in one place. Our platform is trusted by global leaders and Fortune 500 companies, such as Haier, Philips, Purina, Lavazza, Shiseido, and more, to improve the customer experience and innovate smarter.

Isn't it exciting to think about capturing the attention of your customers and keeping them informed? Beupify offers a diverse range of widgets that can be seamlessly integrated into your website, allowing you to instantly inform customers about updates to their products. This powerful tool enhances your business's value and boosts conversion rates by fostering communication with your customers and nurturing long-term relationships through visually appealing widgets! Utilize customer feedback effectively to strengthen your brand's identity, elevate conversion rates, and ultimately build lasting customer loyalty. With Beupify's engaging and targeted notification widgets, enhancing your business value becomes a straightforward task. Keep your customers informed with these captivating widgets and precise notifications. Remember, customer feedback is crucial for your success! Ensure that you establish channels to gather task-based feedback and closely analyze user behavior. You'll be pleased to witness the growth of your business and the improvement of your product, all thanks to the exceptional tools and insights gained from the feedback you collect. The journey towards a thriving business starts with understanding your customers better!

Reeview leverages the power of behavioral psychology to help business owners get more reviews online from customers on a scale not seen before. Businesses can easily create a steady stream of positive reviews through the power of email, sms and automation. This will help them build a stronger reputation and increase their ranking, which will lead to more sales.

urLive makes it simple for your customers to start a high-definition, live video call to your team. A no-code deployment cloud service: configured, managed, and supported through a straightforward web portal. Unlike teleconferencing services: • Your team can answer multiple, simultaneous inbound video calls from the same link. • No download, install, password, or account creation required. • Customers start unique private calls to your designated team with one-click activation of an endlessly reusable URL – an Infinity Link. • Infinity Links are brandable text-based URLs that can be shared on your website, CRM, social media, chatbots, kiosks, SMS/text, and email to complement or upgrade communications. • Video calls are made from any platform or device via a browser. • Calls are automatically routed to designated groups and specific individuals based on easily modified rules of availability and expertise. • Answered calls don’t require a host and can be shared with other agents by adding them, forwarding, and transferring. • Includes an option to schedule calls. • Capacity Services™ can answer calls when your team is unavailable Personalize engagement with customer-initiated live video calls

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs.

Our CRM solution merges the user-friendly aspects of basic CRMs with the robust capabilities of top-tier platforms, all while delivering an exceptionally streamlined user experience. With Veloxity’s innovative sentence-based Rules Engine, automating routine and repetitive tasks is as simple as completing a few fields. Whether it's scoring leads, assigning tasks, or sending out scheduled emails, the Rules Engine handles it all and much more. Crafted by experts in machine learning and sales, Veloxity aims to provide the most effective, smart, and automated tool for sales and marketing, built on a flexible platform that can easily cater to your unique requirements. This ambitious vision has come to fruition and is now accessible at competitive prices compared to other market offerings. Empowering your sales team with this advanced tool can give them a significant edge against competitors in the marketplace. It’s the perfect opportunity to elevate your sales processes and drive better results.

PHP CRM is a web-based CRM software. It allows you to manage customers, leads, proposals, estimates and invoices. PHP CRM is a self-hosted web-based CRM software system.

Breezit helps service providers in the events industry run and grow their businesses without increasing stress levels. Whether you’re an event photographer, a wedding venue, or a catering business, Breezit holds all the tools to turn your routine a breeze. In a few short minutes, you will be able to set up your service profile, get a clean SEO-optimized service listing, innovative booking link, calendar with dynamic pricing, contract and payment capabilities, and other tools to make your business processes frictionless. Freelancers and small businesses using Breezit save up to 80% of their time on management processes.

With Retamo, you can effortlessly monitor, generate, and assess your company's online customer ratings, ensuring you cultivate the best possible reputation on the web. Discover how to leverage your business reviews effectively with this innovative tool. Keep an eye on customer ratings for both your company and your competitors across more than 50 different rating platforms available online. Encourage your satisfied customers to leave positive feedback on the platforms that matter most to you. By doing so, you can enhance your company's online image and attract even more leads and new clientele. Effortlessly share glowing reviews on social media or incorporate them directly into your website with just a few simple clicks. Additionally, analyze your company's performance and that of your competitors using trustworthy metrics to gain valuable insights. Retamo allows you to keep track of the various rating portals and social networks where your company is featured, ensuring you never lose sight of your ratings. You can also display your company’s ratings across multiple platforms based on specific criteria, making it easier to showcase your strengths and achievements. Ultimately, Retamo empowers you to take charge of your online presence and reputation with ease and confidence.

The fastest and simplest method to collect valuable insights from both your customers and team members is now at your fingertips. You can begin within minutes and join the ranks of thousands of organizations that are refining their customer interactions and employee satisfaction. Instantly gather feedback through a tablet or a dedicated device, even when offline. This system provides the versatility to collect information in various settings, whether you’re seeking customer opinions, attracting leads at a trade show, conducting on-location market analysis, or performing an onsite evaluation. Dispatch timely, personalized email surveys to gauge the sentiments of your customers and staff alike. Monitor essential experience metrics such as NPS, eNPS, CSAT, or customer effort score effortlessly. Leverage SurveyKiosk, a comprehensive and scalable solution that captures immediate feedback at critical moments throughout the customer journey. By understanding the reasons behind customer and employee satisfaction or dissatisfaction, you can make informed improvements that drive success. Embracing this approach will empower your organization to adapt and thrive in a competitive landscape.

Rolldog is a Customer Relationship Management (CRM) and Sales Enablement solution that helps companies manage their business relationships, increase revenue, and boost sales & marketing effectiveness. Rolldog also offers a suite of CRM-related solutions, including a Lead/Opportunity Management module designed to help companies already running a CRM to drastically improve the way they qualify, manage, score and close opportunities. Managing business relationships and interactions through account details, relationships, activities, integrations and documents is part of our foundation. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close’ that really sets us apart. Being able to adapt to virtually any sales methodology / process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals! Rolldog offers different CRM-related modules, as well as a Lead and Opportunity Management module that is designed to help businesses improve upon the way they are able to track, qualify, score and close opportunities. All of this can be configured specifically to each business's needs.

Automate the tedious work of business development so that you can concentrate on PWin-enhancing activities. NextStage is your one-stop shop to find market intelligence, task order management and capture as well as proposal workflows. SAM.gov, FPDS and GovWin allow you to search for government contract opportunities. GSA eBuy, GovWin and CIO-SP3 allow you to manage government contract vehicle task orders. In one click, you can add opportunities to your pipeline. Saved searches allow you to be notified about new opportunities. Capture without the use of spreadsheets, slide decks or manual data entry. Keep track of key data points regarding your opportunity. NextStage syncs with Sam.gov and eBuy to provide you with key data points about your opportunity. Shipley-ready pipeline, opportunity management, and more built for your workflow. Effective communication between BD, proposal and executive teams from one place. A timeline of key milestones should be created. Develop revenue projections for GovCon. You can create a custom dashboard to track the metrics that matter.

Dex is a personal CRM designed to help you maintain connections with individuals you might overlook, integrating platforms like LinkedIn, email, calendar, and your contacts to foster deeper relationships. By consolidating LinkedIn and your daily communication tools, Dex enables you to effortlessly stay connected, track your interactions, and visualize your network. The challenge of manually noting who you've met can consume valuable time, and copying information can be tedious. Keeping your contacts updated is often a struggle, but with Dex, you can link to LinkedIn and other platforms in just a few minutes, ensuring that new job titles and changes are automatically synchronized. This means you can devote less time to data entry and concentrate on what truly matters—nurturing your relationships. Instead of wrestling with complex systems like Salesforce, which are ill-suited for personal connections, Dex allows for easy navigation and smooth transitions in your interactions. You’ll receive notifications whenever your contacts update their professional titles, offering the ideal moment to reconnect and strengthen your bonds. Ultimately, Dex transforms the way you manage and engage with your network, making relationship-building more intuitive and effective.

RepCard provides sales professionals with a comprehensive digital business card solution that delivers a range of valuable benefits. With RepCard, you can easily send your business card to potential clients and partners, and receive real-time Smart Notifications that track their interactions with your card. Moreover, RepCard offers a suite of advanced features that can help you enhance your lead follow-up, stand out from the competition with personalized video introductions, and drive engagement with customizable calls-to-action. Additionally, RepCard's advanced sales analytics and time-saving automation features enable you to optimize your sales strategy and maximize your productivity, so you can focus on what matters most: closing deals and growing your business.

HaloCRM, an omnichannel customer service solution, is designed for teams that want to improve their efficiency when dealing with customer inquiries. HaloCRM provides a platform that allows teams who interact with customers to manage conversations in any channel. The platform will ingest conversations from Twitter and Facebook, Facebook Messenger and other channels such as SMS, email, chat, phone, and more. This eliminates the possibility of missing inquiries and improves customer satisfaction by opening up more channels of communication. HaloCRM allows you to provide support anywhere. You can keep customers happy by using email, text, voice, chat and more. Big customer service team? Many complex processes? HaloCRM is able to handle all of your complex processes with its powerful workflows that are ready-to-use and drag-and drop configuration. HaloCRM makes it easier to prioritize customers and respond with one unified help desk, complete with built-in customer context to facilitate better conversation tracking.

Findentity is a document, customer, task, and dictation management system that is efficient. Findentity is the future-proof solution for office management. The software is modular and can be easily adapted to your organization or company's needs. The software's basic module (Findentity), includes powerful data management as well as professional user management. You can create profiles for clients, customers, files, books, and other objects. You can synchronize your data with other programs, such as MS Office and SAP. SAP, MS Office and DATEV are all available, as well as law firm software like RA-Micro and AnNoText. Medical software includes CGM M1, MediStar and others. Document Management System (DMS), Customer Relationship Management (CRM) Speech recognition & dictation RFID & Barcode Thax Software, one of Germany's leading providers of dictation devices and headsets, has sold over 40,000 licenses and thousands of dictation devices and headsets.

Chakra Sales CRM is a sales-oriented software tailored for small businesses to organize and streamline their sales process. Easy to set up and use, user-friendly interface to operate, workflow automation to increase efficiency and speed, and no-code configurations to customize in a self-service manner, Chakra offers ease of use, flexibility, and effective workflow automation to boost speed and productivity. Teams can instantly start by plugging in the lead generation sources, connecting their email and calling apps, creating a custom sales pipeline, and setting up reminders and automated tasks. Advanced setups like API or webhook integrations, WhatsApp Connect, calendar sync, Lead nurturing workflows, and automated assignment of leads can be easily configured by teams. With customization in layout, user access, custom reports, and notifications, Chakra gives great flexibility to teams to build a solution to suit their needs. Trusted by over 8000+ users and over 150 organizations across industries, Chakra Sales CRM helps boost revenue by managing sales, marketing, and support operations.

Twozo is a CRM platform designed to support small businesses in managing customer relationships, sales processes, and workflows. With tools for lead tracking, contact management, automation, and detailed reporting, Twozo offers everything a small business needs to improve operations. The platform’s adaptable pipelines and workflow automation help businesses save time by reducing manual tasks, while its analytics provide actionable insights to drive growth. Twozo’s user-friendly interface and flexible features make it ideal for businesses aiming to enhance their customer experience and increase revenue.