Best CRM Software with a Free Trial of 2025 - Page 21

Kreato enhances sales performance with its Sales CRM Platform, which is driven by the innovative Sales Acceleration AI known as Axlerate. This essential Sales CRM equips sales teams with vital tools for effective sales execution, integrating sales pipeline management, engagement strategies, and automation features. Meanwhile, Axlerate AI improves the decision-making processes and execution efficiency of sales teams during the entire LOC (Lead-Opportunity-Closure) sales cycle, enabling them to sell more quickly and intelligently. It automatically enriches customer profiles by adding valuable information and ensures optimal lead distribution by intelligently routing incoming leads to the appropriate sales representatives. Furthermore, it captures new leads seamlessly from various sources, including web forms, landing pages, emails, calls, and chats, while also assigning tasks to sales reps based on specific pipeline events and changes in status. In addition, the platform automatically generates and sends scheduled reports to management and facilitates the dispatch of a series of personalized emails to customers, all according to pre-set timelines. Ultimately, this comprehensive suite of tools is designed to empower sales teams to operate at their highest potential.

Distribution Engine provides various methods for distributing records among your teams, with several outlined below and even more available in the application. Ensuring fairness is crucial for maintaining motivated and successful sales teams, and the round robin method stands out as the most straightforward and efficient approach to achieve this. With round robin distribution, each team member receives a record in turn, cycling back to the start after everyone has had a chance, which eliminates confusion regarding allocation processes. Additionally, load balancing offers a solution to maintain equitable workloads across the team by factoring in the different availabilities and expertise levels of team members. This method is particularly effective for case distribution, as it can be tailored to accommodate assignments beyond what Distribution Engine handles, as well as taking into account the complexity or value of the records being assigned. Ultimately, these distribution methods contribute to a more organized and productive team environment.

Once you initiate your complimentary trial, we provide you with comprehensive support, guiding you in crafting strategies tailored to your goals while familiarizing you with your new tools until you feel self-sufficient. Should you require further assistance, additional consulting services can be accessed upon request. You can easily accept recurring donations through both web platforms and text messaging, arrange events, sell tickets, and establish an online store to generate revenue from both physical products and digital offerings. Strengthen your relationships on a broader scale by maintaining consistent communication with your subscribers, donors, or volunteers, utilizing our automated email and text messaging tools that cater to their past activities and interests. Our innovative tools empower you to attract more donors and subscribers effectively. You can gather essential contact details and insights from live events, social media engagements, and conduct real-time surveys. Furthermore, we assist in streamlining your internal processes; eGo Connect is designed to help you efficiently manage subscribers and donors, plan campaigns, monitor progress, produce reports, and much more, ensuring that your organization operates with optimal speed and effectiveness. With our support, you can focus on growing your organization while we help manage the intricate details.

Built on cloud architecture (SaaS), ThinkOwl features AI-powered tools that streamline workflows—from ticket management to client engagement. ThinkOwl AI platform offers the perfect blend of service desk features, conversational or generative AI, business process automation, and an omnichannel communication environment. Additionally, ThinkOwl excels in data analysis, generating advanced reports that offer real-time insights into KPIs across topics, teams, and channels.

Empowering pharmaceutical sales and medical affairs teams through a user-friendly, efficient, and fully compliant digital platform is our mission. By accelerating sales, we ensure that the right content reaches the appropriate audience across various platforms while providing complete visibility into prospect interactions. We have integrated streamlined compliance from the very beginning of our design process. Our platform is compatible with Veeva Vault, Veeva CRM, and other widely used tools in the pharmaceutical industry. With our data-driven tools, you gain invaluable insights into how well your content performs. The seamless onboarding process allows teams to devote more time to sales and engaging with potential clients. Understanding the critical nature of compliance in your operations, MobileLocker simplifies the process significantly. Regardless of whether your team is using a mobile device, desktop, online, or offline, they can always access the most recent version of any asset you upload. Additionally, managing expiration dates and distribution for all your content is a breeze, ensuring that your team is always equipped with the latest information. In this fast-paced environment, having reliable access to up-to-date materials can lead to more successful interactions and outcomes.

FunnelMaker provides a comprehensive suite of CRM and marketing software tools accessible through a single login, ensuring that all team members are in sync. By automatically transcribing all conversations, it allows your sales team to concentrate on strategic planning instead of note-taking. There are no hidden costs for additional features, as both workflow and marketing automation are included in the package. With functionalities like ticketing, project management, and website alerts, FunnelMaker empowers organizations to effectively pursue their business objectives. Many business owners express dissatisfaction, stating that the notes recorded in their CRM and marketing software often lack value. The platform's click-to-dial feature not only records but also transcribes every conversation, whether inbound or outbound, enhancing communication efficiency within your team. This innovative approach ensures that vital information is preserved and readily accessible for future reference.

Flectra has more than 10,000 users and is the fastest-growing Open Source ERP/CRM software. Flexible, feature-rich and cost-effective open-source ERP systems that are flexible and modular. They cover all essential aspects such as CRM, Purchase, CMS and Project Management. The next generation of business management software.

Hanna CRM is an innovative tool designed to enhance a company's operational efficiency while also making work enjoyable. This system facilitates the management of customer databases, task organization, sales tracking, project oversight, and report generation all within a single platform. By utilizing Hanna CRM, productivity increases and work becomes more engaging, as users can replace multiple software applications with just one solution. The various functional modules of Hanna CRM allow for easy data entry and streamline the process of finding vital information necessary for informed decision-making. With effective time management features and the automation of routine tasks, users can dedicate more time to high-value activities. Assigning responsibilities for data entry and task allocation not only boosts employee accountability but also minimizes communication errors. An essential factor in selecting and deploying any system is the level of support provided. To ensure a seamless implementation process, we offer live support to our customers, making our assistance readily available and responsive. Furthermore, we provide multiple channels for communication, ensuring that help is always just a few clicks away!

ConfirmKit is an innovative platform designed for user research that enables you and your team to engage with users in a friendly and effective way. This tool empowers everyone in your organization to actively participate in enhancing your products. The process of discovering patterns and trends from interviews can often be labor-intensive, but we handle that for you, allowing you to concentrate on understanding your users while we highlight the key insights. Preparing for an interview—crafting guides, reviewing notes, and recalling essential details—can lead to mistakes, but with ConfirmKit, you only need to prepare a single time. Our platform streamlines your user interview process, eliminating tedious tasks. Wave goodbye to the repetitive work of copying documents, moving files into various folders, and duplicating your efforts. You can enhance your research from various sources, including online chats, emails, forums, existing studies, and virtually anywhere else you can think of, ensuring a comprehensive approach to understanding your audience. With ConfirmKit, your team can efficiently collaborate and refine your product development journey, making user feedback not just a task, but a pivotal element of your growth strategy.

CRM built on the most important thing - communication Conversations drive sales. Ringy (formerly iSales) handles them all for you. Ringy is an automated sales team that will turn calls into customers. Ringy is a complete CRM that supports your team, improves performance, and bridges the gap between lead nurturing and deal closing. Ringy offers state-of the-art CRM features at an affordable price to help growing businesses. Ringy offers the same cutting edge tech as top CRMs at a competitive price. It empowers sales agents to automate their workflow, reach more prospects and make data-driven decisions to maximize their ROI. Ringy provides sales teams with an intuitive interface that makes sense. Agents can now take advantage of AI, automation, and multiple communication channels without having to spend a lot or learn a lot.

Intuitive CRM is a CRM that your company can use to support its healthcare sales team. It focuses on home-based health care companies. HIPAA compliant - FREE access to Medicare referral information (USA). Our special forms will allow you to receive "real" referrals according to PDGM requirements. Your sales team can be graded on multiple metrics. Edit any field. All-in-One calendar. Mobile app for iOS that works offline. Locate nearby contacts. Integration of EHR. Track vacations and sick days of employees. Calculate commissions. E-mail marketing. Tutorials embedded to help salespeople get up and running quicker. Available in any language. Reports, expenses, etc.

Deliver the appropriate message at the optimal moment to engage your audience effectively, market to them strategically across web, mobile, and email platforms, and increase your revenue. With one comprehensive platform for all your subscriber communications, you can reach the right subscribers with your offers at the precise time, regardless of their location or device. Utilizing advanced machine learning technology, our platform anticipates the best content offers and delivery times, continuously adapting to enhance subscriber lifetime value. Every business faces distinct marketing challenges, and Pushnami is here to assist you in achieving your unique business objectives. Discover how our innovative solutions can transform your marketing strategy and drive success.

Transform guest feedback into actionable insights that boost your revenue. Discover the sentiments of your on- and off-premises customers, swiftly address any concerns, increase your 5-star ratings, and simplify the process of gaining insights and enhancing customer retention. Collect valuable customer data across all your locations, regardless of the interaction method—be it third-party delivery or online orders. Measure satisfaction with an efficiency that surpasses traditional methods by 18 times. With Ovation’s customer chat platform, your team can quickly engage with guests to address their issues and win them back in real-time. Foster customer delight through prompt communication, proving to be 16 times more effective in managing conversations than relying on online reviews. Utilize our advanced machine learning algorithms to pinpoint areas for improvement both on-site and off-site. Additionally, gain a deeper understanding of individual customer preferences, allowing your marketing team to tailor strategies based on specific behavioral traits and enhance overall engagement. This holistic approach not only improves customer satisfaction but also drives loyalty and long-term revenue growth.

Influence is a dynamic social proof tool designed to enhance your ability to convert leads and increase sales effectively. The features of Influence have been meticulously developed based on thorough research and customer feedback, ensuring they significantly boost conversion rates before being made available to all users. The process is straightforward: first, you need to install the pixel; next, create a campaign; and finally, relax while you keep track of the results. With this simple approach, users can easily leverage social proof to drive their business growth.

The way clients perceive your organization during each interaction, particularly in critical moments, significantly shapes their overall sentiment towards you. Engaging in active listening throughout the customer journey allows for a profound comprehension of your clients' needs and enhances your capability to respond effectively. Undoubtedly, assessing the customer experience stands as the foundational element in executing effective business strategies. It is widely acknowledged that a satisfied customer is the cornerstone of loyalty. We assist organizations throughout every phase of project execution, beginning with design and extending to the analysis of outcomes. This includes the comprehensive creation of customer survey methodologies or voice of the customer programs. We ensure continuous data collection from the identified target audience and craft detailed reports and dashboards that facilitate informed decision-making at all organizational levels. Additionally, we implement a systematic feedback loop strategy, which encompasses post-survey engagement with clients, including strategic design and manager training, ensuring that your organization remains responsive and in tune with customer expectations. By fostering this cycle of feedback and improvement, we contribute to a culture of customer-centricity that can elevate overall satisfaction and loyalty.

Sendlane allows B2C and B2B businesses to track their customers, personalize them, and automate their journeys. We offer a complete suite to help you increase your ROI and maximize customer LTV.

Dashboards will present various business progress charts along with their current status in a single view, providing an accurate forecast of your business performance that allows for strategic growth planning. You can seamlessly convert any inquiries to Rabbit through our integration, and then leverage the capabilities of RabbitCRM to enhance your contacts with more data points. By segmenting these contacts based on the additional information, you can effectively tailor your outreach efforts. Tasks assigned by employers must be completed by employees within the specified time frame, who are also required to prepare a report detailing the tasks accomplished. Newly created leads should be assigned to the next available executive to ensure smooth service delivery from the organization to the customer. Additionally, organizing leads into different categories based on their interest, budget, needs, and awareness enables a more personalized approach to lead engagement, ultimately increasing the chances of conversion. This structured method can significantly improve the overall efficiency of your sales process.

A straightforward and cost-free option for managing online bookings, processing payments, and operating your business effectively. You can establish your online booking system and set up payment options in under half an hour, without requiring any technical expertise or programming knowledge! Enhance your business strategy by providing online courses through Livestream alongside in-person classes, which can draw in a larger clientele! FitogramPro streamlines and improves routine operations such as overseeing schedules, trainers, memberships, and passes. It serves as an excellent resource for monitoring customer information, payment histories, attendance statistics, and more. You can successfully run your studio and expand your brand without needing formal business training, as FitogramPro is designed to assist you. If you're currently short on funds, you can begin with our complimentary version. As your business expands, consider upgrading to access additional features that will further accelerate your growth. Every studio aims for effectiveness and expansion, and with FitogramPro, you can automate your responsibilities while delivering an exceptional booking experience to your clients! Plus, utilizing this platform can lead to increased customer satisfaction and retention.

Your clients deserve an enhanced interaction. Zoho CRM Plus serves as a comprehensive customer experience platform that enables you to provide outstanding service to every client throughout their journey, turning them into loyal advocates for your brand. Connect with customers through various channels at every phase of their lifecycle. Achieve the right context across different platforms and receive real-time updates. Streamline discussions among multiple teams within a single conversation thread. A superior customer experience starts with aligning all teams and ensuring that customers remain the focal point of all activities. Zoho CRM Plus integrates your marketing, sales, and support teams, equipping them with essential tools to achieve this goal. Collaborate effectively across all teams by utilizing Zia, Zoho's AI-driven voice assistant, which aids in forecasting business trends, recommending optimal times to reach out to customers, analyzing email and ticket sentiments, and offering insightful business dashboards. With these capabilities, you can not only enhance customer satisfaction but also foster long-lasting relationships that benefit your organization.

The operational framework for engaging in dialogue with customers involves deploying advanced bots that streamline interactions, alleviating operational hurdles and enhancing the customer journey. The dynamics of digital communication have transformed our interactions profoundly; whether we are requesting music from Alexa, ordering food via Facebook Messenger, or seeking fashion advice through interactive chat applications, our methods of accomplishing tasks have evolved significantly. This shift in consumer behavior is fostering a generational change in the relationship between customers and businesses. Today’s consumers anticipate conversations that are as natural and personal as those they share with friends and family in every engagement. Consequently, businesses are now undergoing a significant transformation in their communication strategies to meet these evolving expectations. By integrating a conversational layer into their customer experience (CX), companies can simplify the way consumers engage with their brand, ultimately fostering a more personalized connection. The urgency for this conversational evolution is evident as businesses strive to keep pace with the demands of modern consumers.

AccelGrid comprises a collection of smoothly interconnected modules, featuring Sales, CRM, Inventory, Accounting, Purchasing, and additional tools. By providing a unified platform for managing various business operations, AccelGrid enables companies to avoid redundant data entry and enhance precision. This solution is accessible via the web and can be tailored completely to meet the unique processes and workflows of individual businesses. With its adaptability, AccelGrid empowers organizations to streamline their operations effectively.

Software for managing small businesses. WorkWell manages job tracking, invoicing and reminders, maps, and much more. The WorkWell Command Center runs on your computer and offers a complete suite of tools to help you manage your growing business. The WorkWell Field Service smartPhone app provides all the information you need while on site at customer sites for you and your technicians. You are the owner of a small business and must keep track of everything. All details must be taken into consideration, including pricing, appointments, customer expectations, and schedules. It is not easy to retain customers or find new business. WorkWell makes it easy to manage your business like a pro and saves you time. Get your business to the next level! Schedule appointments, jobs, and employees. Keep track of all communications with customers Send Invoices and Quotes. Job mapping and worker GPS tracking. You can find out more here

The simplest CRM available, which is driven by your sales process, will help you grow your business. Our simple and intelligent sales force automation software will improve customer engagement, close leads, and nurture customers. It is said that nothing happens unless someone buys something. You need leads or people to sell whatever product you are selling. This is the lifeline of sales that you can manage almost effortlessly. You don't build businesses, you build people. Then, people build the business. To continue building your business, nurture relationships through responsive communication. You can access the full ezTask.io experience from your iOS or Android device and manage your business from anywhere. We will take care of clearing out all the clutter so that you can focus on selling.

Keep track of meetings, emails, calls, and internal notes all in one centralized system. You can easily store both generated and uploaded documents, ensuring that the entire history of collaboration is accessible in one location. This approach not only aids your own productivity but also enhances the service quality for your colleagues. Instead of forcing your organization to conform to the application, you can implement a customized solution that fits your needs. Tailor the forms to your specifications and utilize pre-existing solutions for efficiency. By sharing information centrally, you can significantly reduce the risk of duplication. Furthermore, information can be tagged and categorized for better organization. You can specify which details are essential for completion, and the recorded data can be filtered and compiled into detailed reports. This process allows you to gather insights for a deeper understanding of client preferences. Consequently, you can send out relevant quotes at the most opportune moments. Managing business relationships has never been more straightforward, making it easier to foster connections and drive success. With a streamlined system, you'll find your workflow significantly improved and more efficient than ever before.

The Dashly platform allows SaaS companies to improve communication with customers. Convert website traffic at every stage of the funnel. Reactivate inactive users using live chat, bots and targeted messages. Unlimited number of seats available for each plan